Very kind of you to say, thanks!
Wish I could. I guess I'd say that with titles like Zelda showing a record setting attach rate and Kart off to a very strong start, I've actually been a bit surprised by the software strength.
The bummer is we don't get digital sales for Nintendo yet. So when we look at the best-sellers list on the eShop there are titles consistently in the top rankings that I don't have visibility to. I can make some estimates on packaged/digital splits and come to some range estimates, which, again, leaves me somewhat surprised by software strength, at least when it comes to comparing against previous console launches.
Much has been made of the seemingly light slate for Switch. However, when really put apples to apples against past console launches, this slate is performing just as well or better than many previous benchmarks.
Given the severe supply constraints, the strength of slate for the remainder of the year, and what seem to be very satisfied owners evangelizing Switch to others, it is very hard for me to envision a scenario where demand doesn't remain strong through the holiday period.
I was always on the high side of pre-launch forecasts for Switch in the analyst community, and I've raised mine a bit since the launch (although other analysts have gone way beyond what I think reasonable, but that's a topic for another time). I've raised expectations significantly in later years due to Pokemon RPG. I expect households to buy multiple Switch consoles, as has been seen in prior Pokemon launches on portable. If/when this happens, the addressable market for Switch grows beyond what other tv-tethered consoles can reach.
In any case, I find the comments expressing doubts about Switch performance either uninformed or disingenuous. I guess we'll have to wait and see.
Sorry, can't disclose more than the rankings.
I called this out in the analyst notes. Performance drove spending in portable SW up 10% vs last year. That's me saying that the performance was strong.