A modest quarter with the Switch missing its revised down hardware forecast. The forecast for this fiscal year is more conservative than I expected but the Switch 2 will likely beat it and 4.5m for the Switch 1 is unsurprisingly a huge drop and shows that a late price cut won't be happening in the end and a final revision probably isn't either so Nintendo wants people to move to the Switch 2 ASAP so that cliff did happen in the end, it just took much, much longer than a lot of people were expecting and 160m is probably the ceiling for it at this point.
The Switch 2 is gonna have a better first year than the Switch as expected though it might not be by a lot but it's still gonna be one of the fastest selling consoles ever initially. If it beats the forecast significantly that'll be due to initial demand getting boosted over concerns of it increasing in price down the line.
Also something notable is the annual playing users declined YoY for the first time ever so the amount of people no longer using their Switch or having sold it is currently exceeding the amount of new people joining the ecosystem so a huge task for the Switch 2 will be to not only stop that decline but resume growth which will be easy enough at first but extremely hard to do long term considering how much the Switch has sold though it'll remain very high of course. Overall things are looking strong for Nintendo though the tariffs do make things less fortunate than they should be.
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