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Forums - Sales - Nintendo Quarterly Sales Update to 31st Dec 2025: Switch 2 at 17.37m

Sephiran on 03 February 2026
CosmicSex said:

Few Questions:

Is there already a Quarterly Sales update topic for Xbox

It looks like the Switch 2 should be able to get to its forcasted 19 million sales.  Thats about 650k units shipped a month.  One would expect it to get very close.  Is there are reason to think they wont make it?

Nintendo's stock is not responding in the way I thought it would.  The stock is down about 5% to 7% today and they are calling its Q3 performance a 'miss'.   Is there something I'm not seeing that the broader market is seeing or is the dip just related to missing the Q3 forecast even if by only a little bit?  Are people worried it can't get to the 19 in Q4?

According to Nintendo, there was no impact from chip price shortages.  This brings into question accusation that memory prices could impact the Switch 2 costs.   If that is the case should Nintendo lower the price of the Switch 2 by $50?

Nintendo themselves stated that all their fiscal year forecasts remain on track and they are not changing anything from their full fiscal year forecast. As often with the stock market, the reason Nintendo stock still declined is because investors wanted Nintendo to overperform their forecast which didn't happen.



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Zippy6 on 03 February 2026

@CosmicSex

I don't think there was a thread here about the Xbox results only a news article. https://www.vgchartz.com/article/466886/xbox-revenue-drops-9-in-holiday-2025-quarter-hardware-revenue-falls-31/

They should easily hit 19m. They would have to have a very very poor quarter to not. They can hit 20m and still have a worse quarter than SW1 2018.

Maybe investors had unrealistic expectations. Switch 2 has previously been massively outselling SW1 launch, so from that viewpoint to now dropping to a little less than SW1 first holiday could be disappointing. But it obviously wasn't going to keep outpacing SW1 by almost double lol.

Nintendo have said that there's no immediate impact from RAM prices in the short term, but it could become an issue in the future. They will pay/get a contract for memory in advance so the Ram Price hell has likely not him them just yet.



BraLoD on 03 February 2026
Zippy6 said:
BraLoD said:

I've never seem a Switch game from Nintendo get discounted as fast as Metroid Prime 4 here is Brazil, I have seem it get to R$260 on big stores (before coupouns) already, meanwhile other Nintendo games took several years to get to that if they ever do. Just checked it and it's R$ 269 on Mercado Livre on a store I know.

Pokemon Legends and MP4 both have gotten discounted really fast in the UK. Seen the physical switch 2 versions for £40 or less. Heck I've even seen the physical version of Mario Kart World down at £50 from it's crazy RRP of £75.

I've also seen DK quite cheap too, so weirdly a lot of Switch 2 titles are dropping in price.

 Kirby, a game I'm more interested in than Z-A/MP4, isn't getting discounted despite no one buying it lol.

I saw some promotions for Legends ZA too, but that that many.

Mario Kart World never got a decent discount here at all, at least since I have the Switch 2, it barely even moves from the insane R$500 official price, so it's a shock to know it gets discounts somewhere else, specially with it selling ridiculously well.



Link: www.facebook.com/FernandoGuadixartworks/

BraLoD on 03 February 2026
Sephiran said:

Switch 1 software sales only declined 12 % year on year, even though Switch 1 hardware sales have collapsed year on year, which means that a lot of Switch 2 owners must be buying Switch 1 games to keep those Switch 1 software sales fairly steady.

I'm doing exactly that, buying Switch 1 games to play on my Switch 2.

Only Donkey Kong Bananza so far for the actual Switch 2 cart.



Link: www.facebook.com/FernandoGuadixartworks/

CosmicSex on 03 February 2026

Thanks guys. It makes more sense now. I didn't realize they were comparing the Switch 2's first hoilday to the Original Switch holdiay. And yes as ever investors are fickle.



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Tober on 03 February 2026
PAOerfulone said:
firebush03 said:

What I find most interesting is how DKBananza was actually outsold by games such as MPJamboree and Anima Crossing New Horizons. Heck, even Mario Odyssey came close to outselling DK. My theory has to do with that $70USD price tag… DK should’ve done a lot better. Solid figures for a Donkey Kong game, but this is the big system seller besides MarioKart and Pokémon— it’s getting handily beaten by Mario Odyssey and BotW’s first holiday figures.

I don't really buy the $70 hypothesis considering Kirby Air Riders sold tremendously well for a Kirby spinoff - Already outsold the original Kirby Air Ride in less than two months and is firmly in the top 15 best-selling Kirby games will certainly climb higher in the months and years to come.

The more likely hypothesis could just be as simple as Donkey Kong is not as big of a name as Mario or Zelda.

Proof that DK needed two dedicated Directs not just the one (just kidding, or am I?). Kirby was certainly helped by having a bundle in Japan



Tober on 03 February 2026
curl-6 said:

Switch 1's attach rate is now 9.7 games per console.

And that excludes Download Only software (because Nintendo does not count those. Only digital is counted if there is also a boxed version)



zorg1000 on 03 February 2026
Sephiran said:

Switch 1 software sales only declined 12 % year on year, even though Switch 1 hardware sales have collapsed year on year, which means that a lot of Switch 2 owners must be buying Switch 1 games to keep those Switch 1 software sales fairly steady.

That might be part of it but also the fact that software declines later than hardware. People who bought a Switch in 2025 make up a very small percent of the Switch install base, most Switch owners are people who bought one in 2017-2024.



When the herd loses its way, the shepard must kill the bull that leads them astray.

Sephiran on 03 February 2026

DK Bananza sales will be impacted to some extent that even though DK Bananza has sold decently in Japan, its popularity is higher in western markets, so the higher than average Japanese sales will benefit games like Air Riders and Legends Z-A more, while higher sales in Europe and the US would have benefited Bananza sales more.



Tober on 03 February 2026
CosmicSex said:

Few Questions:

Is there already a Quarterly Sales update topic for Xbox

It looks like the Switch 2 should be able to get to its forcasted 19 million sales.  Thats about 650k units shipped a month.  One would expect it to get very close.  Is there are reason to think they wont make it?

Nintendo's stock is not responding in the way I thought it would.  The stock is down about 5% to 7% today and they are calling its Q3 performance a 'miss'.   Is there something I'm not seeing that the broader market is seeing or is the dip just related to missing the Q3 forecast even if by only a little bit?  Are people worried it can't get to the 19 in Q4?

According to Nintendo, there was no impact from chip price shortages.  This brings into question accusation that memory prices could impact the Switch 2 costs.   If that is the case should Nintendo lower the price of the Switch 2 by $50?

Their profit margins are down quite a bit. Investors are sensitive to that. 

Last edited by Tober - on 03 February 2026