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Open original source ↗Duo lead times as of 1:30p ET have stabilized at Jan 25. No changes since 9a ET.
I would expect some lumpiness over the next couple of days.
Even factoring in supply will be tight with the new form factor, I still believe the early read is positive vs expectations.
Quoted context
These are the quoted author’s words.
Duo now showing Jan 25. I’m feeling better about my 20m unit estimate for FY27. Street at 10m. 20m translates to about 8% of overall units next year. In my almost 20 years of tracking these lead times, I’ve never seen them this long. There’s a big caveat; we don’t know production.
munster_gene ↗