Zippy6 on 08 May 2025
The Switch 2 forecast seems a bit conservative. I thought they'd have much more stock prepared so would be able to ship faster. Switch 1 did 14.86m in 2017 (10 months) so 15m by March 31st 2026 is basically the same speed of shipments as Switch 1 (10 months). It's a fine start it just seemed like they were stockpiling stock with Switch 2.
So Switch 1 shipments forecast to drop by almost 60% YoY. 156.62m by March 31st 2026. 160m is going to be very tough to get if they don't beat that forecast. They'd need the drop in the next fiscal year to be less than that and Switch 1 should basically be dead and buried by then.
