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Zippy6 said:

Looks legit enough then. But then the question of where is the stock coming from comes up and if Switch is heavily undertracked for BF maybe it's been overtracked by VGC for previous weeks. We already know Nintendo plan on shipping less units this quarter than last year and Switch has been having stock issues.

They shouldn't have the stock to sell this many units.

They plan on shipping 600k less in Q3/Q4 and they've been selling out in all regions since at least October meaning they didn't have built up inventory for BF.

We know that for the half, not the quarter.  Their most recent forecast was 15.7M for Q3+Q4 this year, vs 16.3M achieved last year.  That 500K shortage could be in any manner across the two quarters (lower both quarters, lower Q3, lower Q4).

We could also be gearing up for shortages in Dec as a result of this (instead of lower sales in early Nov).

Or they're manufacturing above what they forecasted.  It could be any of the above really...  Won't know for sure until numbers come through.