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Reggie on Switch stock: We dramatically overdelivered.And yet, demand outpaces supply

Not sure if sarcasm.

Nintendo's fiscal year ends March, starts April.

Fuck, obviously. Japanese company.
Not sarcasm, just a brain fart. Probably because Reggie made me think of Nintendo US.

Edit: Put my mistake on the top of the page for everyone to see, why don't you GAF. :p
 
Is anyone even still having problems finding the system? Every walmart I've been too lately has had them in stock the last 2-3 weeks. Not just one or two either, they had like 10+ units each.
 
Is anyone even still having problems finding the system? Every walmart I've been too lately has had them in stock the last 2-3 weeks. Not just one or two either, they had like 10+ units each.

I've routinely seen at least 5 or 6 at my local Target and Best Buy over the last month or two. I think it's fair to say they're catching up with demand.
 

Sadist

Member
People doing pre-release backpeddeling now to prove a point? Oh my

Its simple; Nintendo coming from the Wii U, 3DS and taking into account what happened during their respective launches, how Wii U struggled... they made a careful estimate. They didn't want to take the risk of getting stuck with unsold stock during the Wii U days.
 

Yazzees

Member
Out-of-touch statements like these are why I snagged one the moment I saw one sitting on the shelf. I knew it'd probably be my only chance for quite a while given Nintendo's supply issues going on years now.
 
Fuck, obviously. Japanese company.
Not sarcasm, just a brain fart. Probably because Reggie made me think of Nintendo US.

Edit: Put my mistake on the top of the page for everyone to see, why don't you GAF. :p

You realize that companies, independent of country of origin, can pick their fiscal year?
 
You cant dramatically over deliver if you still aren't matching demand.

Out-of-touch statements like these are why I snagged one the moment I saw one sitting on the shelf.

Four pages into the thread and people are still taking this quote out of context.

What Reggie is saying: Our analysts estimated we needed 2 million units for the launch period, but we decided to ship 2.8 million. We tried to overdeliver, but demand was still a lot stronger than we expected.

What NeoGAF seems to think Reggie is saying: We can't meed demand, but trust me when I say we're overdelivering on these shipments. *hysterical laughter*
 
I don't even get what he said that's so offensive.
Some people can't read or comprehend basic facts, apparently.
This. I've read through it 3 times and I can't for the life of me figure this out.
There is no "bullshit" or spon in his comments.
Nothing. Everything he said was correct, but people are just not reading.
Nah they reading, but everything looks different drunk off haterade
In addition to the "overdelivered" comment about launch, he also said "the issues have been resolved". That is present tense, obviously not referring to launch, and completely untrue. Things are better, but definitely not already resolved.

Didnt they have a launch bigger than the wii on US? That sounds like over delivering to me
The first four weeks of Switch were bigger than the first two weeks of Wii (which is what NPD counted in their respective launch months). Starting with the second reporting month, Wii has been very much higher.

Literally nobody expected the switch to be as popular as it is
This is false. There were plenty of people just on GAF that expected it to sell like 3DS plus WiiU combined, since it's a hybrid device.
 

zelas

Member
No, read the article.

This thread is hilarious. GAF is hilarious. I wish I was here during the Wii Era lmao.

If you were you'd see how much of a joke this PR is compared to the success and demand the wii had.

They just completely failed to gauge demand and over delivered on a number they were willing to work with. A too common occurrence with several of their products. Add in the joke decision it was to have a worldwide launch knowing long before launch that they wouldn't be able to produce more units and its even more laughable.


This is false. There were plenty of people just on GAF that expected it to sell like 3DS plus WiiU combined, since it's a hybrid device.

Also this. People expected 3DS numbers. Nothing was wrong with their handheld business. It was expanding the year before switch launched!
 
In addition to the "overdelivered" comment about launch, he also said "the issues have been resolved". That is present tense, obviously not referring to launch, and completely untrue. Things are better, but definitely not already resolved.


The first four weeks of Switch were bigger than the first two weeks of Wii (which is what NPD counted in their respective launch months). Starting with the second reporting month, Wii has been very much higher.


This is false. There were plenty of people just on GAF that expected it to sell like 3DS plus WiiU combined, since it's a hybrid device.

We have a thread about bets on how it would sell saying the bulk of this board thought it would tank. Some didn't but general concensus was it would.
 
This is false. There were plenty of people just on GAF that expected it to sell like 3DS plus WiiU combined, since it's a hybrid device.

Also this. People expected 3DS numbers. Nothing was wrong with their handheld business. It was expanding the year before switch launched!

Yeah, ok.

zCClY0c.png

Majority though it would be GameCube level or lower.
 
Is anyone even still having problems finding the system? Every walmart I've been too lately has had them in stock the last 2-3 weeks. Not just one or two either, they had like 10+ units each.

I live in a fairly populated area and they're still hard to find. I've had one since launch, but I still check in every time I visit a store that would sell them.
 

Fiendcode

Member
The first four weeks of Switch were bigger than the first two weeks of Wii (which is what NPD counted in their respective launch months). Starting with the second reporting month, Wii has been very much higher.
Again, release timing has more to factor than just number of days. That a March launch beat out a November/Black Friday launch is certainly a notable feat.
 
Yeah, ok.



Majority though it would be GameCube level or lower.
Wow, over half of GAF thought it would be GameCube or lower? That's super cynical.

I still and always have predicted it will land between 3DS and Wii U. Though at the time of that poll I wasn't sure which it would be closer to. Now it seems clear it will be closer to 3DS.
 

Thud

Member
The demand is higher than they could possibly deliver.

Even when they delivered more than they estimated at launch, it still wasn't enough. Add to that the constant supply issues, it's no wonder some parts of the world are under shipped.

I would chalk it up as part of this line of business.
 

Diseased Yak

Gold Member
Anecdotal obviously, but yesterday was the first time I've seen a Switch on the shelf, at Target no less. They had 5 systems.
 

mario_O

Member
Four pages into the thread and people are still taking this quote out of context.

What Reggie is saying: Our analysts estimated we needed 2 million units for the launch period, but we decided to ship 2.8 million. We tried to overdeliver, but demand was still a lot stronger than we expected.

What NeoGAF seems to think Reggie is saying: We can't meed demand, but trust me when I say we're overdelivering on these shipments. *hysterical laughter*

The problem with the Switch supply was not just in the launch window. It's been going for months and months, and in countries where Nintendo doesn't usually sell a ton of hardware. There aren't any. I haven't seen a Switch available (non scalpers) in many months. The statement by Reggie is just pr talk. And the same thing happened with the NES Mini, and will happen with the Snes.
 

Wamb0wneD

Member
Switch sold 4.7 million first 4 months
Ps4 sold 7.5 million first 5 months

this comparison is called launch aligned
Switch wouldn't have sold more if it launched in February anyway as supply was the limiting factor. so i don't know why we have this conversation. Consoles launch on different dates. that just happens. does not mean we can't compare their sales

If both launched in the holiday season it would make sense. They didn't, therefore it doesn't make sense.

You cant dramatically over deliver if you still aren't matching demand.

You can dramatically over-deliver on your estimates/sales forcast and still under-deliver when it comes to actual demand. This is not that hard.
 
Switch sold 4.7 million first 4 months
Ps4 sold 7.5 million first 5 months

this comparison is called launch aligned
Switch wouldn't have sold more if it launched in February anyway as supply was the limiting factor. so i don't know why we have this conversation. Consoles launch on different dates. that just happens. does not mean we can't compare their sales

PS4 launched during the holiday season. Launch aligning them and handwaving that and something that "just happens" is absurd
 

Fiendcode

Member
Wow, over half of GAF thought it would be GameCube or lower? That's super cynical.

I still and always have predicted it will land between 3DS and Wii U. Though at the time of that poll I wasn't sure which it would be closer to. Now it seems clear it will be closer to 3DS.
It's probably going to exceed 3DS. Aim higher.
 
The problem with the Switch supply was not just in the launch window. It's been going for months and months, and in countries where Nintendo doesn't usually sell a ton of hardware. There aren't any. I haven't seen a Switch available (non scalpers) in many months. The statement by Reggie is just pr talk. And the same thing happened with the NES Mini, and will happen with the Snes.

Okay, but that doesn't really pertain to what I was saying. The context of the quote was about the launch window. That was my whole point. When he said they "overdelivered," he's saying they overdelivered on the launch numbers compared to what their analysts predicted they should ship.

I could see someone maybe taking issue with his later comment about the "issues [being] resolved," if they still aren't seeing Switches in stock at their local stores. But even then, it's pretty clear that the situation is a lot better now.
 

mario_O

Member
Okay, but that doesn't really pertain to what I was saying. The context of the quote was about the launch window. That was my whole point. When he said they "overdelivered," he's saying they overdelivered on the launch numbers compared to what analysts predicted they should ship.

I could see someone taking issue with his later comment about the "issues [being] resolved," if they still aren't seeing Switches in stock at their local stores. But even then, it's pretty clear that the situation is a lot better now.

It's still not true. Well, maybe it is for the US only. Reggie is from Ninty America. But they did not "dramatically overdelivered" worldwide on launch window. More like the opposite.
And 'dramatically overdelivered' sounds like the usual hyperbolic Reggie, with his PR talk. It just makes everybody laugh givin the current situation.
 
This is probably the dumbest thread I've ever read. People need to seriously learn to read the OP before they form an opinion.

It's still not true. Well, maybe it is for the US only. Reggie is from Ninty America. But they did not "dramatically overdelivered" worldwide on launch window. More like the opposite.
And 'dramatically overdelivered' sounds like the usual hyperbolic Reggie, with his PR talk. It just makes everybody laugh givin the current situation.

It is true. Worldwide. They promised 2 million units for launch, they delivered 2.8 million units. They delivered 140% of what they promised. Thus, they overdelivered.

Dramatically is a subjective and relative term so it can mean whatever you want, but the facts are, they overdelivered at launch.
 
It's still not true. Well, maybe it is for the US only. Reggie is from Ninty America. But they did not "dramatically overdelivered" worldwide on launch window. More like the opposite.
And 'dramatically overdelivered' sounds like the usual hyperbolic Reggie, with his PR talk. It just makes everybody laugh givin the current situation.

�� if demand is higher then what you deliver how is that overdelivering????

Overdelivered some bullshit, more like.

*Sigh* To reiterate:

When he said they "overdelivered," he's saying they overdelivered on the launch numbers compared to what their analysts predicted they should ship..

So yes, they underdelivered in general and there were shortages. Literally no one is arguing against that.

But they overdelivered in the sense that their analysts predicted they should ship 2 million. But Nintendo decided to go for 2.8 instead. That's the entire context for what Reggie is saying.

I knew people sometimes don't read the OP before they post, but this is absurd.
 

Canucked

Member
This statement really should not be a big deal. I mean, wow. It's pretty obvious what he was getting at, maybe he just didn't say it perfectly.
 
The stock situation is indeed a lot better right now, in Canada at least. Near launch it was an almost an event whenever units would pop up at a retailer. Based on the online availability it is still selling out in no time, but new stock seems to showing up fast enough for that not to be an issue.

People dislike Reggie because he gives mostly non-answers during interviews, but that's really only when he's asked about stuff he's not allowed to talk about, like which games are being developed at the time. He's a marketing and sales guy, you notice the difference when he's asked about stuff he actually gets paid for. Remember when he shut everyone up about online petitions when he said it had no correlation with actual game sales potential?
 
If both launched in the holiday season it would make sense. They didn't, therefore it doesn't make sense.



You can dramatically over-deliver on your estimates/sales forcast and still under-deliver when it comes to actual demand. This is not that hard.

PS4 launched during the holiday season. Launch aligning them and handwaving that and something that "just happens" is absurd

Ps2 did not launch during the holidays
Ps3 in Europe did not launch during the holidays

seems like we should stop comparing console sales, at all..
 

Shifty1897

Member
Reggie doing Nintendo's PR spin like:

mxoxmt.gif


If I see a SNES classic in the wild, it's getting bought instantly, I don't care if I have to eat ramen noodles and forego toilet paper for a month to pay for it.
 
I'm hoping to come across a Splatoon bundle around Christmas, my fiance and I wanna play Splatoon 2 together, hopefully there are more out in the wild around then and I'm not even sure how rare they are in Vancouver as I've been in Edmonton for almost 5 yrs now.
 
This statement really should not be a big deal. I mean, wow. It's pretty obvious what he was getting at, maybe he just didn't say it perfectly.
There exists a subset of GAF that smells blood in the water whenever the Switch or contemporary Nintendo can be knocked down a peg.
 

mejin

Member
Is anyone even still having problems finding the system? Every walmart I've been too lately has had them in stock the last 2-3 weeks. Not just one or two either, they had like 10+ units each.

No problems anymore. I'd say Reggie's coment is proof of that. lol
 

mario_O

Member
This is probably the dumbest thread I've ever read. People need to seriously learn to read the OP before they form an opinion.



It is true. Worldwide. They promised 2 million units for launch, they delivered 2.8 million units. They delivered 140% of what they promised. Thus, they overdelivered.

Dramatically is a subjective and relative term so it can mean whatever you want, but the facts are, they overdelivered at launch.

How many went to the US and how many to the rest? What were the estimates for europe that they excided "dramatically"?
 

Sephzilla

Member
Yes you can if you bothered to read the context.

Four pages into the thread and people are still taking this quote out of context.

What Reggie is saying: Our analysts estimated we needed 2 million units for the launch period, but we decided to ship 2.8 million. We tried to overdeliver, but demand was still a lot stronger than we expected.

What NeoGAF seems to think Reggie is saying: We can't meed demand, but trust me when I say we're overdelivering on these shipments. *hysterical laughter*

I knew the context, even in the proper context what he said is still pretty wrong since it's all based around bad demand data.

It's not a huge deal anyway whether or not what he said makes sense or not. All that matters is that the product is selling.
 

entremet

Member
Anecdotal obviously, but yesterday was the first time I've seen a Switch on the shelf, at Target no less. They had 5 systems.
Same. But at Bestbuy. Reggie is delivering especially given the NAND shortages. Now let’s see if he delivers with the SNES mini.
 

Wamb0wneD

Member
Ps2 did not launch during the holidays
Ps3 in Europe did not launch during the holidays

seems like we should stop comparing console sales, at all..

No we should compare console sales when they make sense.

There exists a subset of GAF that smells blood in the water whenever the Switch or contemporary Nintendo can be knocked down a peg.

Can't wait for LordKasual and co. repeating what he blurted out in this thread the next time this topic comes up as if he hasn't read anything in here.
 
How many went to the US and how many to the rest? What were the estimates for europe that they excided "dramatically"?

You can find all that in Nintendo's financials for that quarter but this information doesn't matter whatsoever. The context of the quote is the Switch launch month, period. The company said they would provide 2 million units for that launch month and they wound up providing 2.8 million.

The regional breakdown has nothing to do with his statement, like, at all.

This really isn't hard to understand guys.
 

Fiendcode

Member
Ps2 did not launch during the holidays
Ps3 in Europe did not launch during the holidays

seems like we should stop comparing console sales, at all..
PS2 and PS3 both launched in the holiday quarter in 2 out of 3 major markets. Switch launched in 0 markets during the holiday quarter and is the first Nintendo platform to have done so since GBA in 2001.
 

mario_O

Member
You can find all that in Nintendo's financials for that quarter but this information doesn't matter whatsoever. The context of the quote is the Switch launch month, period. The company said they would provide 2 million units for that launch month and they wound up providing 2.8 million.

The regional breakdown has nothing to do with his statement, like, at all.

This really isn't hard to understand guys.

The regional breakdown does matter, at least for everybody that doesnt live in the US. You can overdeliver in just one country and leave the rest of the world with shortages. I wouldn't brag about that.
 
The regional breakdown does matter, at least for everybody that doesnt live in the US. You can overdeliver in just one country and leave the rest of the world with shortages. I wouldn't brag about that.

He never even attempted to claim that they overdelivered in each and every region on Earth. All he said was that they overdelivered as a whole during the launch month. The regional breakdown is completely ancillary to his comment.
 
Same. But at Bestbuy. Reggie is delivering especially given the NAND shortages. Now let's see if he delivers with the SNES mini.

I've been seeing them pretty regularly since about the release of Splatoon 2. I just did a cursory check and about 15 Targets within driving distance all show in stock with limited quantity (so no in store pickup option) and the item is currently available for delivery. About 8 Best Buys within 30 miles do have the option for in store pickup right now (several say only a few left). I've seen them in stock a few times at a couple of different Wal-Marts near where I live and work.

Now there's usually only a few. I'm not trying to paint some picture of this being a dud now where piles of units are just sitting around collecting dust. I'm just saying that I see them regularly enough though now at this point that I'm always surprised when people act like this is still some nearly-impossible-to-get item. Obviously, this is of course a YMMV situation. I can't comment as to what inventory is like in anybody else's city/region. But I remember picking one up for my neighbor mid August and patting myself on the back for being a hero for his son because that was one of only a couple of times I had seen any stock since launch. But since then I've seen them most times I've checked. I mean, I'll still take the credit for saving the day there, but looking back I don't think he needed me to pick that up for him.
 

Draxal

Member
I've been seeing them pretty regularly since about the release of Splatoon 2. I just did a cursory check and about 15 Targets within driving distance all show in stock with limited quantity (so now in store pickup option) and the item is currently available for delivery. About 8 Best Buys within 30 miles do have the option for in store pickup right now (several say only a few left). I've seen them in stock a few times at a couple of different Wal-Marts near where I live and work.

Now there's usually only a few. I'm not trying to paint some picture of this being a dud now where piles of units are just sitting around collecting dust. I'm just saying that I see them regularly enough though now at this point that I'm always surprised when people act like this is still some nearly-impossible-to-get item. Obviously, this is of course a YMMV situation. I can't comment as to what inventory is like in anybody else's city/region. But I remember picking one up for my neighbor mid August and patting myself on the back for being a hero for his son because that was one of only a couple of times I had seen any stock since launch. But since then I've seen them most times I've checked. I mean, I'll still take the credit for saving the day there, but looking back I don't think he needed me to pick that up for him.

Ayup, from what I understand there's only a huge shortage in one area which is Japan. There's not many Switches, but lets not pretend its a Nes Mini shortage.
 
PS2 and PS3 both launched in the holiday quarter in 2 out of 3 major markets. Switch launched in 0 markets during the holiday quarter and is the first Nintendo platform to have done so since GBA in 2001.

and what about the Ps4?
also did not launch during the holidays in 1 of their 3 major markets
meanwhile the Switch launched worldwide in 3 out of their 3 major markets


Switch sold 4.7 million in the first 2 quarters since launch
Ps4 sold 7.5 million in the first 2 quarter since launch
Those are the numbers, you have to deal with. And other numbers to compare do not exist
 
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