A bit suprised to see them adjusting down their forecast, but I suppose if they don't expect much from quarter 4, then their previous forecast would have required a massive holiday. Still, I would honestly still expect them to top 20m for the FY unless shortages hits them in the holiday sales.
It also seems like next quarter could potentially contain several landmarks:
- Switch software topping 1 billion
- MK8DX topping 50 million
- SSBU topping 30 million
There's also a chance hardware shipments could reach 125m, though that would require as big a holiday quarter as last year (exactly).
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