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Nintendo Lifts Switch 2 Outlook to 19 Million After Record-Fast 10.36 Million Launch

Bundled hits and a higher unit price drove a 110% first‑half revenue jump, prompting a production ramp.

Overview

  • Nintendo reported 10.36 million Switch 2 units sold through Sept. 30, including 4.54 million in Q2, with the president calling it the fastest growth in the company’s hardware history.
  • The company raised its fiscal-year targets to 19 million Switch 2 consoles and 48 million Switch 2 software units by March 31, 2026, and now guides for ¥2.25 trillion in net sales and ¥370 billion in operating profit.
  • Mario Kart World reached 9.57 million sales with an estimated 92% attach rate, including about 8.1 million via bundles, while Donkey Kong Bananza totaled 3.49 million.
  • Nintendo will expand production to ensure a stable hardware supply and said about 84% of Switch 2 owners upgraded from the original Switch.
  • The legacy Switch stands at 154.01 million lifetime units, just below the Nintendo DS, as digital and IP-related revenue declined year over year despite the console transition.