Some interesting analysis from Mat Piscatella about the state of the industry.
- Exclusives aren’t driving console purchases anymore, as evidenced by Forza Horizon 5 most of all.
- Nintendo would likely benefit from this too, but they’re unlikely to do so anytime soon.
- It’s too early to predict any sort of success for Switch 2, as the numbers they’re seeing right now may be little more than the supply being great enough to reach their biggest fans.
- Overall demand for gaming hasn’t gone down and has stabilized. Those dollars won’t be distributed evenly, but the enthusiasts are showing up.
They would still sell a lot of consoles, the super fans are going to buy Nintendo consoles. The people that actually own multiple consoles in the same generation aren’t actually that big of a group, especially compared to non-Nintendo owners that would consider buying a few games if they were available.