RolStoppable said:
The next update will come at the end of July with Nintendo's latest financial report. While Switch Lite got announced today and the 18m forecast seems to be easy to meet now, I don't expect an upwards revision with the next financial report because revisions are very rare to occur after Q1 of a given fiscal year. |
Previously I thought the 18m forecast was conservative, and perhaps that forecast was only including shipments of the currently released model and that a new model launch wasn't included. But 18m for just the normal switch seems too high with a $199 lite on the market.
I now expect them to ship 22m or even more this fiscal year. Last years forecast was obviously way too high from the offset, and this years forecast seems too low. They don't seem very good at forecasting.
According to VGC switch is up 23% YoY, which if maintained would end the calendar year with 20m sold, and now with the lite they may even go beyond that. The only way I see them shipping less than 20m is if they woefully under-produce the Switch Lite.
