[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  bad robot [@foxenflask](/creator/twitter/foxenflask) on x 3241 followers Created: 2025-07-22 14:55:43 UTC Sorry to flip flop again - I had revised my $GME Q2 revenue estimates down from ~$985m to ~$950m range just X weeks ago. And before that I was thinking maybe it will be closer to ~$900m. But in looking at some updated analyst reports of just June sales for Switch 2, I've changed my mind again. Multiple analysts estimate the real one-month global sales figure is between XXX to 6m units. MST Financial projects 5.4m, while Hideki Yasuda(Toyo Securities) and Zhai Yijia(UBS securities) suggest it could be over 6m. Official numbers are expected from Nintendo in August. The US gets around XX% of global sales(see my previous research). And GameStop will get around ~20% of US sales this time around in my opinion. Since those figures are just from June, Nintendo will likely sell ~9m units globally by the end of July, which is roughly 600-800k units for @gamestop. And roughly 600k to 1.6m Switch X games(software) sold in the same period. If we assume $XXX total spend on Switch X console + games(conservative), in my estimation, that's around $390-$520m in revenue just from those two product categories. Add other(Microsoft and Sony) console and accessory sales of $230m(extrapolated from Q1), other software sales of $150m, and collectibles sales of $245m = $1bn+ assuming the lower range of my Switch X sales estimate above($390m). Long way of saying we are likely going to do $1bn in revenue for Q2. And go on to increase revenue for the full year 2025 from the year before. Let's fucking ride. XXXXXX engagements  **Related Topics** [gme](/topic/gme) [$955m](/topic/$955m) [$245m](/topic/$245m) [$210m](/topic/$210m) [$500m](/topic/$500m) [$900m](/topic/$900m) [$950m](/topic/$950m) [$985m](/topic/$985m) [Post Link](https://x.com/foxenflask/status/1947671908578632184)
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bad robot @foxenflask on x 3241 followers
Created: 2025-07-22 14:55:43 UTC
Sorry to flip flop again - I had revised my $GME Q2 revenue estimates down from ~$985m to ~$950m range just X weeks ago. And before that I was thinking maybe it will be closer to ~$900m.
But in looking at some updated analyst reports of just June sales for Switch 2, I've changed my mind again. Multiple analysts estimate the real one-month global sales figure is between XXX to 6m units. MST Financial projects 5.4m, while Hideki Yasuda(Toyo Securities) and Zhai Yijia(UBS securities) suggest it could be over 6m. Official numbers are expected from Nintendo in August.
The US gets around XX% of global sales(see my previous research). And GameStop will get around ~20% of US sales this time around in my opinion. Since those figures are just from June, Nintendo will likely sell ~9m units globally by the end of July, which is roughly 600-800k units for @gamestop. And roughly 600k to 1.6m Switch X games(software) sold in the same period.
If we assume $XXX total spend on Switch X console + games(conservative), in my estimation, that's around $390-$520m in revenue just from those two product categories. Add other(Microsoft and Sony) console and accessory sales of $230m(extrapolated from Q1), other software sales of $150m, and collectibles sales of $245m = $1bn+ assuming the lower range of my Switch X sales estimate above($390m).
Long way of saying we are likely going to do $1bn in revenue for Q2. And go on to increase revenue for the full year 2025 from the year before. Let's fucking ride.
XXXXXX engagements
Related Topics gme $955m $245m $210m $500m $900m $950m $985m