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Tober said:

What does this mean for the financial year for Sony and Nintendo, are they on track for 25M and 15M respectively as forecasted? Microsoft is a bit different with their FY being tracked to June and with no forecast.

It would be very hard for the Switch to meet these Ampere's estimates, it would need to be just 5% down YoY in December but it's currently 20%-40% down depending on the market.

PS5 seems more reasonable but still on target for a miss of the 25M forecast unless it's around 50% up YoY in Q4.