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RolStoppable said:

Switch was estimated to be 1.35m last November, so 1.13m this year isn't that much of a deficit despite coming unexpected at this size. Japan was down ~100k during November while Europe was up, so globally it isn't too much of a difference compared to last year's November. Certainly not enough to be concerned about Nintendo's shipment goal for the rest of the fiscal year, for which we still have to wonder how much is going into fiscal Q3 and Q4 individually.

The PS5, however, is not looking like it can keep pace with Sony's stated goal of matching the PS4 launch-aligned through March 2022. Significantly behind the PS4's November in the USA, atrocious numbers in Japan and not doing well in the UK during Black Friday week, although this does not rule out the UK's November sales were still good overall. A hard shift towards Europe as a whole in shipment allocations can't be ruled out entirely, but it seems unlikely when the USA is the clear leader in tie ratio and online subscriptions, so that's where the most money can be made.

For Xbox we have no reference points of how much Microsofted intended to ship, so we can't say anything for sure in relation to their goal.

Yea exactly. The Switch is underperforming a bit but it is honestly not alarming. Thing is, Sony's PS5 not taking off and Series S being the only next gen model available bundling that with Forza and Halo is a great turnaround for Microsoft. I feel like after the holiday season the two consoles will be fairly close. Microsoft really started the gen badly again with barely any games so they needed that. It's more of a luck factor but eh, this industry is so unpredictable and anything can happen.