Overview
- Thursday’s financial report shows Switch 2 has sold 26.35 million units to date while hardware shipments fell about 37.4% year‑on‑year to 6.49 million in the first half, and the company recorded net sales of ¥966.0 billion with operating profit rising 49.1% to ¥216.5 billion.
- Nintendo’s software business strengthened output with Switch 2 game sales up 18.8% to 24.49 million units and original Switch software up 6.8% to 65.73 million units, with digital sales jumping sharply to ¥249.6 billion.
- IP‑related revenue climbed 87.9% to ¥62.7 billion, which Nintendo attributes to strong audience engagement with The Super Mario Galaxy Movie.
- The company implemented a regional Switch 2 price increase earlier this year but said it now has enough memory supply and does not plan further price hikes for the moment, while keeping its full‑year guidance unchanged.
- The near‑term outlook rests on holiday releases and special Switch 2 editions such as The Legend of Zelda: Ocarina of Time remake to drive console demand, and analysts warn the platform may need larger blockbusters to accelerate migration from the 157.20 million installed base of the original Switch.