I hope you liked eating all of that Taco Bell.
Shortages seem to be the way of things in 2020. And with a coveted prize like a new console, even more so. So you might be a bit disheartened to hear that Microsoft expects the short supply of Xbox Series X/Series S units to continue for quite some time.
During a recent conference, the company’s CFO Tim Stuart talked about the shortages. And, sadly, he expects them to continue through the end of the year and into the next.
From a supply perspective, you’re absolutely right. For Q2, we gave guidance at our last earnings call of a zone that we’ll be in. And we’ll, frankly, be within that zone because we know the supply profile that we’re having. I think we’ll continue to see supply shortages as we head into the post-holiday quarter, so Microsoft’s Q3, calendar Q1. And then when we get to Q4, all of our supply chain continuing to go full speed heading into kind of the pre-summer months.
Microsoft CFO Tim Stuart
And that’s where I start to — I expect to see a little bit of the demand — the supply profile, meeting the demand profile. You’ll be outside of a holiday window. We’ll have supply cranking over the next, what, 4, 5, 6 months. And that’s when I expect to see really that demand profile start to be met, which will be really, really great. And really, what that’s going to do is, once we get into that world of a great high end, call it, a great high-powered console, plus that lower-end SKU for value, I think we’re going to start to see some real velocity kick up, which I’m really excited to see.
So, yeah, if you spot one of those unicorns in the wild, you’d best get it while the getting is good. It’ll be nearly Summer 2021 before that scarcity starts to really wear off.
Source: Gamespot
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