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Forums - Nintendo Discussion - Nintendo FY2018 results, Switch 34.74M, Software 187.52M

Signs of overshipping at Q3... This Q vgchartz sales seems well above the 2.5 shipments of this Q.

Well, 18M forecast is less than I expected, because I expected a 200$ mini switch around september.
Well, maybe they cannot hint they are making a mini, bcos it would decrease sales or regular switch until there.

Odyssey, splatoon 2 and pokemon slowing.
MK8 goint to 25M at least. Smash is going to be the second best selling switch title.
Splatoon really slow, but will enter the 10M team by the end of fiscal year.
Pokemon SS will also enter, and maybe mario party.



Total Nintendo Switch Online memberships are at 9.8 million, excluding free trials.
These subscripts also include family memberships.

https://www.nintendo.co.jp/ir/pdf/2019/190426_3e.pdf

So, a little over 1 in every 4 Nintendo Switch owners have a paid online membership.



Hardware shipments are on the underwhelming side last quarter. I do not expect any significant redesign of the system because Nintendo is clearly not interested so far and subsequently I do not see price cuts on the horizon either ...

Last edited by fatslob-:O - on 25 April 2019

Here's some organized data for games shipments for both 3DS and Switch:

Switch

Game Total shipments Shipments between this Q and last
Mario Kart 8 DX 16.69m 1.67m
Super Mario Odyssey 14.44m 0.76m
Super Smash Bros. Ultimate 13.81m 1.73m
Breath of the Wild 12.77m 1.09m
Let's Go Pikachu/Eevee 10.63m 0.63m
Splatoon 2 8.70m 0.43m
Super Mario Party 6.40m 1.10m
New Super Mario Bros. U DX 3.31m N/A
1-2 Switch 2.97m 0.11m
Mario Tennis Aces 2.64m 0.11m
Kirby Star Allies 2.42m (Shipments from last Q!) N/A


3DS

Game Total shipments Shipments between this Q and last
Mario Kart 7 18.26m 0.15m
Pokémon X/Y 16.39m 0.02m
Pokémon Sun/Moon 16.15m 0.01m
Pokémon OR/AS 14.19m 0.02m
New Super Mario Bros. 2 13.16m 0.08m
Super Mario 3D Land 12.50m 0.09m
Animal Crossing New Leaf 12.21m 0.11m
Super Smash Bros. for 3DS 9.49m 0.04m
Pokémon Ultra Sun/Moon 8.37m 0.09m
Tomodachi Life 6.45m 0.05m




Last edited by RedKingXIII - on 26 April 2019

PAOerfulone said:
Total Nintendo Switch Online memberships are at 9.8 million, excluding free trials.
These subscripts also include family memberships.

https://www.nintendo.co.jp/ir/pdf/2019/190426_3e.pdf

So, a little over 1 in every 4 Nintendo Switch owners have a paid online membership.

How does that ratio compare to the subscription services of Playstation and Xbox?



No idea. :P

But I think between 25-33% is still good, especially if they can maintain that percentage as the install base grows.



Those are some damn sexy legs on BOTW, selling over a million in a slow quarter almost two years after its release.



RedKingXIII said:

Here's some organized data for games shipments for both 3DS and Switch:

Switch

Game Total shipments Shipments between this Q and last
Mario Kart 8 DX 16.69m 1.67m
Super Mario Odyssey 14.44m 1.73m
Super Smash Bros. Ultimate 13.81m 0.68m
Breath of the Wild 12.77m 1.09m
Let's Go Pikachu/Eevee 10.63m 0.63m
Splatoon 2 8.70m 0.43m
Super Mario Party 6.40m 1.10m
New Super Mario Bros. U DX 3.31m N/A
1-2 Switch 2.97m 0.11m
Mario Tennis Aces 2.64m 0.11m
Kirby Star Allies 2.42m (Shipments from last Q!) N/A

You've got the figures for Mario Odyssey and Smash Ultimate wrong. Odyssey was at 13.76m in the last report, so shipped 0.73m this quarter. Ultimate was at 12.08m in the last report, so it shipped 1.73m this quarter.



Wyrdness said:
DonFerrari said:

Nintendo needs to go third party are a thing in VGC since Wii days.

The reasoning for PS3 being the biggest comeback is because it was done on the same generation instead of killing off the HW. Also as people here like to point it is successor to 3DS as well (and it finished first on its gen with 75M sold).

It can be argued the SNES coming back against the Mega Drive/Genesis to finish as market leader is the biggest come back that was in the same gen as well the MD/Genesis even had a two year head start and equivalent developer support.

Well it could. But I don't remember SNES ever being heavily criticized or taking a long time to get traction, they just launched later.

haxxiy said:
DonFerrari said:

20M I think is achievable this year, 25M was the too much optimism for me.

SW really is where it is shining a lot.

It still early to estimate what will be the end total, but 80-100M seems a safety bracket.

As long as it's not replaced too early, I believe 3DS numbers are a good bet, and 3DS + Wii-U an optimal result.

I agree.

Mandalore76 said:
DonFerrari said:

Nintendo needs to go third party are a thing in VGC since Wii days.

The reasoning for PS3 being the biggest comeback is because it was done on the same generation instead of killing off the HW. Also as people here like to point it is successor to 3DS as well (and it finished first on its gen with 75M sold).

We have radically different views on what constitutes/defines "greatest comeback" then.  I'll leave it at that.

No problem. Important thing is that Sony hold on on PS3 bringing us PS4 and Nintendo is making great success on Switch.

Soundwave said:
Wyrdness said:

Your notion is a bit narrow when it comes to selling power, Mario Party for instance has sold 6m, Luigi's Mansion is a 4m seller the are still the likes of a potential Tomodachi which is a 6m selling franchise as well the will be another Pokemon title in future the will be another Zelda game fanbase being there doesn't stop it growing BOTW has grown beyond what prior games have obtained, you also don't factor in the prospect of third party deals like the Marvel Alliance one and Bayo 3, Dragon Quest XII will also definitely be on Switch with how dominant the system is over in Japan, what you list as A tier aren't the only sellers. A Pro model is not required for the long term because as 3DS, PS4 and X1 showed the enhanced model's feature is hardly used (In the X1's case barely changed it's position) plus Switch has the entire portable market to itself.

Tell that to the PS4 ... it's an old man's console by this stage and its still outselling the Switch in like it's 6th year and its hardware shipments are virtually identical to its second year (17.7 million vs. 17.5 million projected). 

That's remarkable legs. I think the Pro model certainly has a lot to do with that, its kept the hardware line fresh. 

Nintendo I don't think can match that, 3DS has shown large sales declines in year 4/5/6 from its peak, so did Wii. Nintendo's problem is they run out of A-tier IP after year 3, then they don't really have the same tier of system sellers for year 4/5/6 and the hardware becomes increasingly dated and less desirable as they try to milk the userbase for another few years until hardware sales really dwindle. 

A BOTW2 is not going to bring in like millions of new consumers, most BOTW/Zelda fans will own a Switch for BOTW. 

From what we know 1 in every 4 or 5 PS4 sold is a Pro, so not sure how much it would be selling without it and how much the refresh is responsible for good sales so late in life, but I agree that even though a lot complained about it the revision helped sales.

Wyrdness said:
Soundwave said:

Tell that to the PS4 ... it's an old man's console by this stage and its still outselling the Switch in like it's 6th year and its hardware shipments are virtually identical to its second year (17.7 million vs. 17.5 million projected). 

That's remarkable legs. 

Nintendo I don't think can match that, 3DS has shown large sales declines in year 4/5/6 from its peak, so did Wii. Nintendo's problem is they run out of A-tier IP after year 3, then they don't really have the same tier of system sellers for year 4/5/6 and the hardware becomes increasingly dated and less desirable as they try to milk the userbase for another few years until hardware sales really dwindle. 

It outsold Switch which hasn't had a price cut and had most of it's major releases delayed, over the last 6 months however NS has been outselling it to the point it made up for a luke warm Q1 and Q2 this doesn't really back your point, 3DS is still at 75m sales and still active despite being alongside it's successor for 2 years now that's not really a point that backs you either as the platform is in its 8th year now plus Pokemon Sun and Moon, Fire Emblem Fates came out in year 6 and boosted sales even in it's 4th year Tomodachi came out alongside Smash, ORAS and a number of third party titles like Bravely Default and Yokai that help sales all of this goes against what you're saying.

Switch still has plenty potential titles in future, Paper Mario, M&L, Tomodachi, Monolith's two projects, Pokemon Gen Remake, Pikmin etc... these would do a lot more for sales than a pro model.

Zelda averages 4-5m BOTW on NS has sold 12m despite also being on WiiU which if we add the last know total of that version brings the total to 14.7m if we go from the higher end of the series average that's 9.7m new customers and people before it's release were using your argument on how Zelda fans would already have a Wii U. Another case point is Sun and Moon still sold a tonne of hardware despite X and Y already being there.

PS4 and Switch were selling at similar price point and games on PS4 for most of the year were above Nintendo while Switch was fresher, the close race for the year shows that.

PAOerfulone said:
Total Nintendo Switch Online memberships are at 9.8 million, excluding free trials.
These subscripts also include family memberships.

https://www.nintendo.co.jp/ir/pdf/2019/190426_3e.pdf

So, a little over 1 in every 4 Nintendo Switch owners have a paid online membership.

Seems like both userbases (Sony and Ninty) that heavily criticized paid online on competitors have embraced on their platform.

Bofferbrauer2 said:
PAOerfulone said:
Total Nintendo Switch Online memberships are at 9.8 million, excluding free trials.
These subscripts also include family memberships.

https://www.nintendo.co.jp/ir/pdf/2019/190426_3e.pdf

So, a little over 1 in every 4 Nintendo Switch owners have a paid online membership.

How does that ratio compare to the subscription services of Playstation and Xbox?

When PS4 was at similar HW sale number it was about 50%. Nowadays it is about 40% attach ratio. Xbox I believe must be higher because of the focus on Multiplayer and now with GamePass with Gold.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

I am not surprised Nintendo did not reach their goal since they had plans to enter mainland China and still have not done that. I said in many threads before that I expected mainland China to make up around 3-4 million unit sales and they fell short of their prediction by that margin. I feel more vindicated now than in Nintendo had entered China and made it to their target goal because people would be quicker to dismiss my estimations.



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