Time for the regional breakdowns for Q3 and the FY so far.
Q3 YoY change
Japan- 1.56m > 1.19m (-24%)
Americas- 2.82m > 1.71m (-39%)
Europe- 1.99m> 1.48m (-26%)
Others- .53m> .43m (-19%)
Total- 6.90m> 4.82m (-30%)
Q1-3 YoY change
Japan- 3.74m > 2.81m (-25%)
Americas- 4.85m> 3.30m (-32%)
Europe- 3.56m> 2.51m (-29%)
Others- 1.59m> .92m (-42%)
Total- 13.74m> 9.54m (-31%)
After a strong Q2, with shipments being even or up in Americas and Euorpe, Q3 is the opposite with a collapse in shipments. Nintendo as expected has lowered the forecast once again. Without a unique holiday game or even a Q4 game, shipments will continue to fall. If -31% holds for next year as well then by December 2025, we could only expect 6.5m shipments. That combined with the 1.5m left for Q4, means the Switch could be at 159m by December 2025. However most people would expect a fall much harsher than this year due to the arrival of the Switch 2 and lack of software made specifically for the Switch.