CheddarPlease 3 days ago
| Shtinamin_ said: I suspect that the 50% decline will happen nearing the end of Q2 (for simplicity, at the start of Q3). Meaning the Switch will have two normal decline quarters, with the drop for the second half of the FY. So yes 6M is a rather safe guess. |
Switch will be closer to 7.5m for this calendar year, with the drop-off being steeper towards Q3 and Q4 of this fiscal year, I'd expect a breakdown like this:
Q3 FY25 5.46m (12.1m shipped for 2024)
Q4 FY25 1.82m (12m shipped for FY25)
Q1 FY26 1.58m
Q2 FY26 1.30m
Q3 FY26 3.00m (7.7m shipped for 2025)
Q4 FY26 0.60m (6.5m shipped for FY26)
Total through next 6 quarters should be around 160m (159.8m), I will make adjustments and an explanation when official results for this quarter come out.
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