Overview
- Nintendo disclosed its half‑year earnings on Nov. 5, 2026, showing net sales of ¥966.0 billion and operating profit up 49.1% to ¥216.5 billion.
- Switch 2 hardware shipments fell about 37.4% year‑on‑year to 6.49 million units for April–September, bringing lifetime Switch 2 sales to 26.35 million and original Switch lifetime sales to 157.20 million.
- Software and digital sales strengthened the business: Switch 2 game sales rose 18.8% to 24.49 million units and digital revenue increased sharply, with IP‑related income also up after The Super Mario Galaxy Movie.
- Nintendo kept its fiscal guidance for roughly 16.5 million Switch 2 units and said president Shuntaro Furukawa confirmed adequate memory supply and no immediate plan for another price increase.
- The company is holding record inventory (¥814.57 billion) to hedge component risk, and the near‑term test for hardware momentum will be sales of holiday titles such as the Ocarina of Time remake.