Overview
- Asus told investors the market response since the October 16 launch has been extremely positive, with higher-end configurations outperforming forecasts.
- Premium variants are currently constrained, and Asus is coordinating with key component suppliers to boost output and close the supply gap.
- Management guided the Ally line to generate $96–$160 million in the current fiscal quarter and about $130–$160 million per quarter thereafter.
- Despite criticism of pricing—about $600 for the base model and $1,000 for the Ally X, or £499/£799 in the UK—buyers are favoring the top-tier option.
- Early reviews commend the hardware but flag software frustrations, positioning the device as a strong PC ecosystem handheld rather than a seamless console replacement.