Nintendo Quarterly Sales Update: Switch at 150.86m shipped, Mario Party Jamboree at 6.17m

[ShadowLink93]

Farsala said:

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 2026, 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 2026. 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.

Americas took a big hit this past quarter, a 1.11m decline in that region alone. They are waiting for Switch 2, it's going to have a massive launch in the U.S perhaps even record breaking (1 million plus launch week).