Honestly, the idea of what Nintendo will do over the next couple of months is one that I feel like we all have been thinking about even before the reports from this past week, but, as you mention, is now happening in a much more different context than the discussion about Nintendo's plan was just two weeks ago.
For me, looking at the next couple of months, I think in the very near future, it does depend on how long ago the console was actually internally delayed. If it was a decision that was made at the end of 2023, for example and, just over the last couple weeks, has been communicated to their partners, I feel like they would have had enough time to adjust now and build up their plans for the year. However, if it was something that came about just a few weeks ago, where Nintendo decided on it and almost immediately communicated with their partners, I think they could still be figuring out what this year will look like. For my predictions, I do think I will base it off of the first context where they knew about this for about two or three months,
I do feel like the Partner Showcase will stay very similar to the other ones we have seen in the past, where it is games that Nintendo is not publishing in at least one region of the world. I think we could see a game like Mario and Sonic at the Olympic Games that Nintendo publishes in some areas and Sega does it elsewhere but I do think that would be the extent of "first-party" software we could see in the showcase. I just feel like this showcase likely was solidified around October of last year and, so, there is probably a lot of marketing deals that are associated with it that it just needs to happen now (especially if it was delayed from last week with the possibility of having Microsoft games) and so the contents of it have been locked for a while. I do think outside of it, though, we do get first-party news in the form of a Luigi's Mansion 2 HD release date reveal (April 2024) and that carries us through the week! I do like your idea of the Partner Showcase having a "One more thing" that is from Nintendo! After this, I do agree with you on the Pokémon Presents, which likely details the major Holiday Switch game in the form of something related to Generation 5!
I do think after this is where everything is up in the air. I do have to assume if Nintendo knew this was going to happen, they have been preparing a Direct with first-party content since then to detail what the Switch lineup looks like. Before these reports came out, I kind of felt like there would have been a normal Mini in April, following the first look at the console. However, since I feel like the most likely thing we will get now is a press release, I do feel like they could move that Mini up to the end of March, similar to 2020 where the Mini followed Animal Crossing: New Horizons fairly closely. I do think this could be a somewhat larger showcase for Mini standards, where it details much of April-July, with the reveal of Fire Emblem 4 Remake for May/July, the overview trailer for Luigi's Mansion 2, the reveal of The Legend of Zelda: Wind Waker HD port for April, and then an "August" release month for Paper Mario: The Thousand Year Door. I think previous to the reports, I thought this Mini would most all of this but it would have dated Paper Mario for July, Fire Emblem in May or July for sure, and no Wind Waker at all.
I think April will be pretty quiet following this, just with the two games releasing. I do think May is where my thoughts do differ dramatically from pre-reports, I do think we get a full-ish General Direct in May with much of this year's remaining lineup. I think here is where we would get confirmation of Metroid Prime 4 releasing later this year, with a date for a collection for Metroid Prime 2+3 in June and another major game around the holiday (I was thinking Donkey Kong but it could be something smaller). I also think we see Mario Party here for later this year. I, finally, think a GameCube Shadow Drop happens here too (F-Zero GX?)! I think from this point forward, the year would carry on with these releases and we do get another General in September for the final push for the Switch before the marketing push for next generation starts!
I apologize for the really long message here! I know it is probably harder to read messages that do have a lot of parts so I am really apologetic about this. This has been something that has really interested me recently so I have spent some time thinking about it while also doing other things and so I am glad this is this week's question as I feel like this is a good avenue to get some of this out! I also really like the discussion that does with things like this!