I loved the reveal of Pikmin 3 Deluxe. But the date really surprised me. It gives the idea that there's nothing new between now and the end of October. I don't see them competing directly in November. So we'd have just December
They could be looking at their sales numbers, their predictions for the Switch and for the other 2 and decided to do the least amount of releases that still guarantee sales and save BotW2 and others until next year. As a fan, that's a sad thought, but it makes sense business-wise.
As for NSO, we may get another content update for NES and SNES (which would be nice) + the addition of N64 so that people renew their subscriptions for another year. The good thing about the N64 is that it doesn't need a ton of games. If they add Mario Kart, Mario Party 2, Dr. Mario 64 and another multiplayer game, for instance, they'd have people playing them like crazy online.
Both Sony and Microsoft have shown amazing games, though with not much actual gameplay. From the actual consoles perspective, Sony never determines their prices publicly first. So I believe MS is playing coy on waiting on them as a strategy, which would be genius (and fun). And there's the rumoured less powerful system from MS, which I actually believe more now that they are announcing stuff like Halo's multiplayer being at 120fps. It will be fun to watch how this develops.
But I do agree that in September (at the latest) we'll be getting more news from first party, especially because it will be the time to renew NSO subscriptions.
Personal dream: the tag game from NintendoLand to be released as part of NSO