He's expecting shipments to be 26M this year instead of the forcasted 21M
Thanks. So, I understood correctly what he means. Just that I didn't want to believe this is what he truly said
Depends of how good the catalog will be.
This is inaccurate. Switch sales declines from original projections were due to production capacity this fiscal year, not reduced demand. Nintendo is being conservative based on supply, not demand.
I’m talking about next fiscal year. And no Nintendo is not being conservative with a 21 million forecast. That is a huge amount and the idea they’d be able to sell 26 million this coming FY is completely outside the realm of possibility.
I 100% agree that 26 million is outside the realm of possibility, but I think 21 million is being conservative. OLED is driving sales growth and not consistently in stock yet, though it’s getting better. If supply improves, I would expect sales around 23-24 million for the year. I just don’t think production capacity will make that possible. Switch isn’t nearly as impacted by this than Sony and Microsoft, but they are being impacted.
Eh, it will depend on when the bottom drops out for the OLED in terms of demand then. I think that will happen during this FY, but we’ll see.
If that happens, they will have to adjust the projection down somewhere along the line.
I think is possible(if they can make that much console) but the given profit and software sales number doesn't fit. And I don't see any reason for them to do this.
I think this is one of the very reasons we are seeing Spartacus. If you can't grow in pure volume, then you should increase the ARPU (and that's what they'll do).
PS4 resuming production is for the following FY (so the current one), you won't see any effect in the FY Q4 numbers. Still, the increase we are talking about is very modest (1m).
I see. It's weird that they would halt production for so long just to restart it for a new FY. It's better than nothing.
Suspect its more to do with HW releases.
It's good but they just missed forecasts so I'm not so confident
I don't know if it is low but i asked about the previous two big games imo and got the following:
Do we know where PC goes?
That 22.52m PS2 FY 02-03 playstation record is almost 20 years old and needs to be beaten. I think PS5 can beat it in either FY 23-24 or FY 24-25, demand is there for 25m year if supply can keep up.
Thanks for pointing this out. This caps the launch quarter shipments of Horizon Forbidden West + Gran Turismo 7 at 14.5M.
They are quite way off from current Nintendo margins. I mean as both have consoles in different parts of their lifecycle I could see Sony making more money in some years but on average I think Nintendo stays ahead. Also with booming Chinese market Tencent can absolutely stay on top.
We have zero idea how much money MS makes from gaming (considering how they subsidize gamepass probably nowhere near Sony or Nintendo) as they don't share that data. Also especially in short term you can't just add current Activision revenue and profits to MS gaming division as they surely will lose some of their current PS earnings and also other revenue/profit as MS transforms their business to fit their gamepass driven model.
I applied the corresponding exchange rates per quarter and arrived at $23.87B in revenue for FY2021. How did you arrive at close to $35B? Maybe I'm missing something.
