Nintendo quarterly sales update (Switch 61.44m, Animal Crossing 22.4m)

[mjk45]

RolStoppable said:

Updated my spreadsheet with all of the available shipment numbers.

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Something else that might be interesting, the regional SKU breakdown of LTD hardware shipments (% of Switch/% of Switch Lite):

Japan - 14.59m (83.8%/16.2%)
The Americas - 24.11m (85.0%/15.0%)
Europe - 16.04 (86.7%/13.3%)
Other - 6.70m (89.3%/10.7%)
Global - 61.44m (85.7%/14.3%)

Probably not particularly useful at this point because ongoing shortages forced people to buy an SKU they might not have chosen otherwise, plus not all regions have equal priority for shipments when production is tight.

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Nintendo didn't adjust their forecasts, but this doesn't tell us anything. It's rare that forecasts get adjusted after the first quarter and the current state of the world is one of uncertainty regarding a second wave of the coronavirus that may or may not occur in the various video game markets of the world. This includes production as well as game development, so right now isn't the time to be bullish about the future. It's never a good look when forecasts have to be revised down, hence why even before COVID-19 it was rare to see upwards adjustments after the first fiscal quarter.

Personally, I don't expect any major hindrances this fiscal year, so Nintendo should very comfortably beat their original forecast in all areas even in the possible absence of a strong first party fall lineup. Which is still a question that is up in the air and something that Nintendo has to address within the next few weeks.

I checked your spreadsheet and I must say I'm disappointed with Nintendo's 2021 figures.