My thoughts:
-Solid numbers for first party software. Kirby is doing great. Mario Strikers is doing better worldwide compared to it's Famitsu performance. Switch Sports is very solid, and I expect to see some great legs going forward. Mario Kart 8 is just insane. That gold mushroom on it's sales numbers never seems to wear off. I am guessing that the DLC will keep Mario Kart sales to keep going strong for another couple of years at least.
-Total software is down YoY, because of third party software. I expect this to come up though based on the recent Partner Direct. With Splatoon and Pokemon coming (and maybe BotW 2) I expect first party software sales to stay strong too.
-Nintendo mentioned component shortages are still a factor. This mostly seems to have applied to the RoW category since it is down signficantly YoY. Europe is actually up a bit YoY, weirdly enough. There is probably only so much we can take from a single quarter's worth of HW sales, because of shortages. Looking at the average of the past 4 quarters is probably more useful.
-Digital % continues to rise even after pandemic shut downs have largely ended. I didn't expect it to rise nearly as much as it did this quarter.
curl-6 bet me that PS5 + X|S sales would reach 56m before year end 2023 and he was right.
My Bet With curl-6
My Threads:
Master Thread, Game of the Year/Decade
Switch Will Be #1 All Time
Zelda Will Outsell Mario (Achieved)
How Much Will MH Rise sell?
My Bet With Metallox
