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Mat Piscatella
matpiscatella.bsky.social
did:plc:bhqrrxt7yyfpwguioa7rwa7x
Seeing some chatter on the US hardware spend.
Yes, some of the decline from Jan 2024 to Jan 2025 is explained by the 5 week Jan 2024 period vs 4 weeks in Jan 2025.
Here's the comp incl Jan 2022 and Jan 2023, both 4 week periods.
Of course consoles aren't doomed. But they are still cyclical.
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2025-02-21T17:16:17.852Z