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Zippy6 on 14 December 2023
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XtremeBG said:
Zippy6 said:

The difference is this time that it's not "will fall off a cliff." It literally has fallen off a cliff. -46% YoY USA, -43% YoY Japan. The drop is humoungous. Maybe it can recover in December and pull itself back up over the edge of that cliff and post more respectable numbers, maybe it can't.

But comparing the talk this month to previous baseless "cliff" comments is disingenuous. The Switch in November 2023 has dropped like a rock, that's not a hypothetical irrational belief, it's a fact.

I am sure Europe will be big drop as well .. As I said earlier in the year, Switch is not making more than 15M this year, continuing the downward path it started since 2020 (between 4 and 5M down every year after it's peak year) and it's perfectly on track for now. With successor next year, (or even without one) I am sure the decline will be at least another 4/5M if not more.

Europe information just came out so we have:

Americas: -46% YoY
Japan: -43% YoY
EU: -35% YoY  (Does not include UK/Germany)
UK: -19% YoY

Depending on how it did in Germany and the other untracked european countries I'm guessing decline for Europe as a whole will be in the low 20's, 23-25% so a better result than the other regions.