Probably a little undertrack. Surely there can't be almost 2m on store shelves or is that normal?

I also noticed in the report that sell-in had decreased in americas and Europe compared to a year ago while sell-through had increased in all regions (including Europe and Americas).

So did they over ship last year? I’m thinking their expectations weren’t met last year.

Well deserved! Best nintendo system!

I would say these numbers are just as expected but I honestly thought they would get more from the Mario Movie. Kinda scammed ngl, but I suppose its the first major one from them so perhaps they could get a better deal next time? I've always wondered this but does Nintendo not include merchandise sales? It does say "IP related INCOME" so perhaps the profit margin for merch is really low or something.

This was also mentioned in the past, but I still can't believe the OLED Switch is the least profit margin. I assumed it was partially because the other 2 released earlier and could mass produce easily or something like that, but I'm starting to think the OLED screen is really expensive compared to LCD. You get what I'm trying to say here? The Switch 2 will be LCD to cut prices

This is the top 10, not just certain franchises.

This is the first quarter of the fiscal year. No other games outside the top 10 sold over 1mil within this fiscal year yet. Those other million sellers, Fire Emblem Engage, Metroid Prime Remastered and Kirby's Return to Dream Land Deluxe released in the previous fiscal year.

What do you even mean? Scammed???

What are you even talking about???

The segment Mobile, IP related income, etc. increased by 190% over the same quarter last year from 10.9 billion yen to 31.8 billion yen. That's a massive increase of 1.4 billion dollars that the movie is in part responsible for.

Here's what they say about that:

"In the mobile and IP related business, overall sales rose by 190.1% year-on-year to 31.8 billion yen, bolstered by an increase in income from royalties and income from visual content related to The Super Mario Bros. Movie."

In their IR document they are extremely positive about the very large effects that the movie had on their business:

"The Super Mario Bros. Movie, which began its theatrical release in various markets around the world on April 5, has now been viewed by 168.10 million people worldwide (as of July 30).

As of July 26, global box-office revenues totaled 1.349 billion dollars, which is the highest ever for an original film based on a video game, and the second-highest for an animated film. This film has been well received by audiences of all ages in theaters, not only in Japan, North America, Europe, and Australia, which are the main markets for our dedicated video game platform business, but also in South America and Asia. This is helping us build a lasting affection for our Super Mario IP around the world.

Moreover, the heightened consumer interest in Super Mario is having positive effects in a wide range of fields, including growing sales of Mario related titles, and sales of smart device apps and merchandise.

By expanding Nintendo IP in areas outside the dedicated video game platform we create new opportunities for consumers to encounter Nintendo IP, and this invigorates our overall business. Based on the various effects that we have confirmed through the release of this movie, we will continue our efforts towards visual content-related initiatives."

The movie had a huge positive impact on Nintendo's financials.

Everything increased heavily yoy:

Net sales increased by 50.0 %.

Operating profit increased by 82.4 %.

Ordinary profit increased by 52.2 %.

Net profit increased by 52.1 %.

That was all like they themselves said not only through the movie's box office but also through the increased engagement with their IP that the movie created.

Here's their IR document:

https://www.nintendo.co.jp/ir/pdf/2023/230803_2e.pdf

Zelda wowzers. Crazy numbers, incredible system.

Mario Wonder will give Nintendo a big push as well, I think it will do what NSMB Wii did in 09, and be a big hit. I expect Nintendo to blow past their expectations for the year, and get to 140m quicker than they anticipated. After that we will see the slowdown begin to happen

Est. $1.3b generated. About 50% goes to theatres, so 650m. Estimated budget 100m, but those should already be paid in previous years through production. Marketing cost unknown, but using the rule of thumb it should be 50m. However, they had quite a big marketing and accounting for possible extra costs, let's say $100m.
 
650(remaining box office revenue) - 100(marketing cost) = 550.

Their foreign exchange rate is $1 to 137 yen.

550x137=75,350
approx. 75 billion yen.

Nintendo reports 31.8 billion yen

So I guess the numbers makes sense assuming it's a 50/50 split between Universal. However, that 31.8b includes mobile and other income/royalties (like the theme parks). I was also predicting a rise in Mario related merchandise sale, but it's unknown how much profit those make and Nintendo doesn't share the revenue for toys and stuff. 
I overestimated my predictions a little bit. Nonetheless good numbers, just expected more.

Totk copies sold are even more impressive since they raised the price to $70. Tho they did revive the voucher tickets so maybe it doesn't change much. Which makes it even more odd how digital sale ratio dropped this quarter...