Barkley said:
His point was that every coming week would need to match blackfriday, the biggest week of the year, to make 30m, you post figures from last year confirming that blackfriday is by far the biggest sales week... you are agreeing with his point. Yes december is bigger than november for Nintendo that wasn't argued. Switch needs to sell another 7.8m to reach a 30m calendar year, as your figure show last year Switch sold 5.27m post-bf. So Switch would have to go from being down 13.6% for BF to being up 48% YoY for the whole of december. I.E 30m is basically impossible unless VGC tracking is massively out. |
You are forgetting that Other Regions are driving growth for Nintendo.
- South Korea and Taiwan have seen huge growth in the past 12 months http://koreabizwire.com/nintendo-switch-a-hot-ticket-in-south-korea/169743
- China will have a full quarter of Ring Fit availability to drive sales https://www.bloomberg.com/news/articles/2020-12-09/china-is-nintendo-s-secret-weapon-in-war-with-playstation-xbox
- Brazil launch could also help
So when you are looking at Switch being Flat or slightly up YoY in places like North America, Japan, Europe - you are forgetting the Other region which will be driving growth.
