As ACME monetises the gap between cheap daytime solar power and expensive evening electricity, the opportunity is significant. But can it sustain returns as competition intensifies and price spreads narrow?
FY27 hardware guidance is for 16.5m Switch 2 units, down 17%. Memory and shipping costs add a ¥100bn drag. The US price moves to $499.99 in September; Japan goes to ¥59,980 from 25 May.…
