| mk7sx said: Should be noted that despite Switch Hardware Sell-In declining in a few regions, Switch Hardware Sell-Through was up in all markets. Straight from Nintendo's Slides from today, the quote: (...) So looks like they overshipped a bit last year, at least compared to this year. |
Indeed, the shipments that weren't in line with sell-through before needed a correction this quarter, so year over year comparisons for shipments don't quite work in such a situation.
3.91m is a great start for this fiscal year, because the forecast is 15m. Fiscal Q2 will be smaller, but that has always been factored in. What Switch needs to accomplish per quarter this fiscal year:
3.91m in Q1
~2.6m in Q2
~6.5m in Q3
~2.0m in Q4
This isn't an uphill battle. These are actually such comfortable numbers that Nintendo will probably be content to have yet another year with a $299 Mario Kart 8 Deluxe bundle for Black Friday.
Software is also doing great. Best fiscal Q1 ever for Switch, thanks to the release of Tears of the Kingdom.
I don't get why people are rather pessimistic about their outlook after these results. Maybe they still have last fiscal year in their heads when Nintendo didn't meet all of their own expectations. But this year is going to be different, plus we still have a SMB game coming.
Legend11 correctly predicted that GTA IV will outsell Super Smash Bros. Brawl. I was wrong.
