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William D'Angelo
published 5 hours ago / 670 views
ASUS held an investor meeting in the third quarter of fiscal year 2025 stated The ROG Xbox Ally X has been in high demand since its launch on October 16th, and it's in short supply as they try to keep up with demand.
“We believe we have achieved our initial goals in terms of premium positioning and creating a new growth driver in the gaming segment,” an ASUS executive said on a financial conference call (via Looking for Alpha). “And that's why we released the third generation ROG Ally last month. It featured a deeper collaboration with Xbox.
“So, since its launch, we have seen that the market response to it has been extremely positive. And in particular, there has been an appetite for premium models that exceed our expectations. In fact, these high-end options are currently in short supply and we are working closely with key component suppliers to ramp up production and fill the demand gap that currently exists.”
The company expects the entire Ally line of handheld computers to generate It is expected to generate NT$3 billion to 5 billion (US$96.3 million to US$160.5 million) this quarter and is expected to generate NT$4 billion to 5 billion (US$128.4 million to US$160.5 million) per quarter going forward.
“Therefore, our goal is to ensure that ROG Ally remains the core of ASUS' gaming portfolio while delivering tangible growth to the company's revenues and profits,” ASUS said.
“We currently expect Ally's sales to be between NT$3 billion and NT$5 billion this quarter. And given the strong demand for high-end models, we are confident that future quarterly revenue could approach the NT$4 billion to NT$5 billion range.”
Director of Research and Analytics at Niko Partners Daniel Ahmad speaks this figure likely assumes hundreds of thousands of Ally units sold in the October-December 2025 quarter.
“We're talking hundreds of thousands here, so overall it's pretty niche, but not too bad,” Ahmad said.
Available sales data for the ROG Xbox Ally is extremely limited, but around 1,000 units were sold in the first week in Spain, of which over 800 were the more expensive ROG Xbox Ally X. A further 350 units will be sold in the second week in Spain.
Eternal and avid gamer, William D'Angelo was first introduced by VGChartz in 2007. After several years of supporting the site, he was hired as a junior analyst in 2010, worked his way up to lead analyst in 2012, and took over equipment evaluation in 2017. He expanded his involvement in the gaming community by creating content himself. YouTube channel And Twitch channel. You can subscribe to the author on bluesky.
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