Has Sony had any major negative consequences since they missed their PS4 forecast a couple years ago? Nope.
Hardware forecast is only one part of the equation, if hardware slightly misses but software, revenue & profit exceed their forcast than shareholders aren't going to go in a frenzy.
I agree. In fact, software is really where the profit comes from. So far it looks like Nintendo is going to exceed their software forecast, but fall short of their hardware forecast.
Hardware is nice to look at though, because it is a simple metric that gives a good idea how the whole console is doing in the present and the future. One expects that hardware sales will lead to software sales.