Slownenberg said:
We'll see! Granted they sold about 750k more units last quarter than I thought they would. I do fully believe sales are gonna pretty much immediately die when the successor comes out. With presumed backwards compatibility and presumed only $50 and $100 more expensive than the hybrid Switch models, there's just no reason to buy the Switch anymore except for people looking for a $200 budget Lite system. The two hybrid models should fall to essentially zero the moment Switch 2 comes out, and Lite won't sell much either. But it's definitely possible, given that they just had a real strong quarter, that I may be underestimating what the sales from Oct - June (when I expect the successor to launch) will be, so that they might be a million or so ahead of where I think they'll be once sales drop to near zero. In that case I'd update my prediction from like 153.5-155.0 to more like 154.5-156.0. In terms of actual sales, not shipped, I predict: 150-150.5 end of 2024 Q1 2025 1.5m: 151.5-152.0 Q2 2025 |