Soundwave said:
It means that this year's Q2 isn't guaranteed to be the same/similar to last year's Q2, there was a large uptick in sales last Q2 from the Switch Lite launch and lots of people noted the initial shipment was very large to hold retailers over into the fall if need be because Nintendo was worried about tariff penalties kicking in. That could go either way. |
Ok so July-Sept quarter. I agree that Quarter was high, due to the Lite but we need to see how Q1 plays out first Q2 2019 had 4.8mil shipped. Depending on Q1, will they have demand met? Will sales go back to normal levels? Extra shipment is needed for storeshelves which is usual only a problem a console has when there are supply issue and only happens in the beginning of a console life cycle (Wii/ps4/NSW)
Will Q1 cover that it will Q2 have to pick up from that? If the latter than Q2 will have been bigger than normal especially for shipments in July/august. Keep in mind that if the situation is the same throughout the next few months, Nintendo will have to ship everything they get while only holding back some for Q3
