Quick hit July US VG takes:
— Mat Piscatella (@MatPiscatella) August 21, 2024
- EACF25 significantly exceeded my expectations, and they were high. It boosted HW, SW and ACC, more than offsetting Switch declines.
- Mobile doing great right now, helping overall market get to YTD growth.
- Still forecasting -2.2% for year, for now.
Spitballing here, but also had a bunch of folks buying new consoles for NCAA that could be a bit older/more affluent and decided to splurge? Dunno.
— Mat Piscatella (@MatPiscatella) August 21, 2024
I was surprised as well. That's what makes this fun tho I guess.
— Mat Piscatella (@MatPiscatella) August 21, 2024