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I was already predicting around 135-140mil lifteime. Rather than boost my prediction, this quarter really just helps me feel more comfortable it.

I still don't see much benefit in a mid-gen upgrade, and I can't imagine it giving Switch much more of a boost than the Pro/X models did for their respective systems.

What I see as the biggest factors is the amount of games Nintendo should release in the next couple calender years, while the next-gen twins are still barely off the ground. By all estimations, they shoud be stacked with software to release at any point.

Next E3, I'm expecting an E3 2014 level show, which this time won't fall on deaf ears with an actual growing install-base, with big games like MP4 finally shown for the first time, along with big new announcements. And as with E3 2014, I expect Nintendo (unlike certain counterparts who sell a dream of what's to come (years.. and years later)) to show games available in short order.

In particular though, the biggest possible game would be a new Mario Kart. A whole new Mario Kart that makes a notable jump from the now 6 year old Mario Kart 8, would be the best way to give Switch a second lease on life, and keep it's momentum steady for years.