Black Friday Week Sales - Switch Tops 97M, PS5 15M, XS 10M

[mk7sx]

trunkswd said:

mk7sx said:

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.

I'm glad Nintendo releases their quarterly shipment figures, so we have a decent enough of an idea every 3 months how our estimates stand up. I try my best to have our numbers as accurate as possible with the limited data available.

Agreed.

Related, they will probably also give us a PR for the 100M threshold to be crossed likely later this month. That may clarify timeframe a bit (although their HW sell-through figures tend to be ultra conservative in threshold and wording).