In all, these figures are certainly much lower than I was anticipating. Perhaps the shortage during March was a consequence of not only a raise in demand brought about by Pokopia but also a cut in shipments (Nintendo may want to avoid overproducing during a period where production costs are so high). Could also explain how NS1 missed its target despite a comparably optimistic FY'27 projection of 2.00 million. Seeing PS5 only having shipped 1.5M this past quarter, I think we're finally starting to see the costs of stagflation; i.e. raises prices combined with weakening consumer purchasing power.
Software seems significantly weaker than as seen on NS1 as far as first party is concerned: Arms and Xeno 2 are showing comparable legs to one of NS2's big system sellers, DK Bananza. I guess we now know why Nintendo gave up on their high software price approach— Mario Tennis Fever didn't even hit 1.00 million, a major dip from Mario Tennis Aces. For comparison, Donkey Kong Country Returns HD and Luigi's Mansion 2 HD hit this benchmark within a single quarter (the latter actually within a few days of launch).
Rough time for not just the gaming industry, but the economy as a whole. Oof!
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