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| Sephiran said: Nintendo's forecast of 19M was made when Nintendo had no idea that Sony would be so aggressive with price cuts in Europe this year, seems that it will have a pretty major impact on Switch 2 sales during December in Europe, given that Sony seems to continue to discount PS5 during December in Europe as well. I wonder if Nintendo is able to pivot and send some more units to other regions instead of Europe to replace the likely missed European sales. Nintendo must have thought a few months ago that Switch 2 would be the main console in every region this holiday, but the price cut of PS5 in Europe basically made Switch 2 fairly irrelevant this holiday in that market. |
I don’t think you realize how low 19mil is given how 10mil NS2 systems gave already been shipped. For reference, the weakest Q3+4 for NSW was in FY’2025, during which nearly 8mil Switch 1 units were shipped. Being that a new Pokémon just released, Switch 2 is a new system, and seeing how strong Switch 2 sales have seemingly been throughout NA/JP this holiday quarter, there is no doubt Switch 2 will easily top 20mil this fiscal year.
Bloomberg has reported that Nintendo is hoping to produce over 22mil, though whether they can pull this off is TBD. This many units of a system in its first fiscal year is a very tall order.
