Coming from GameStop

– sales of collectibles and impressive sales of Nintendo Switch drove a “particularly strong” quarter
– more than 5.4 million software units of Switch software sold since the console went on sale in March
– GameStop “same store sales” rose by 2.3 percent, thanks to Switch
– Switch software and accessories attach rate is an impressive 6:1

Coming from Daniel Ahmad, an analyst with Niko Partners

– Switch sales at GameStop were faster than Wii sales after the same period on the market
– Switch has a lead of about 10 percent.

“Strong demand out of the gate for Nintendo’s new console. Especially during a non holiday quarter. But will fall behind Wii, aligned.”