I’m excited to see how high switch went for the most recent holiday quarter. It definitely sold through more, but we should keep in mind that this year may have a disadvantage thanks to how shipments have worked out.
They shipped a massive amount of consoles last quarter, and retailers have stated that especially the lite was shipped in vast quantities in advance of the holidays. Furthermore, there were talks about Nintendo slightly over shipping to the US in anticipation of an incoming tax on foreign goods. Last year, these factors were not present (in fact, they slightly overshipped Q3), which will put the yoY comparison a slight disadvantage.
Despite I still think it’ll be up, just not as much as the sell-through increase would cause one to expect.
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