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Nintendo FY3/2023 Q2 Earnings Release, Switch Hardware Q2 - 3.25M units (-15.14% YoY), 114.33M units LTD

ggx2ac

Member
Expert
(They publish Dark Souls)
Nintendo's 2nd Quarter earnings release for the fiscal year ending March 2023.

Note: M = Million (or rather 10^6)

My webpage has past data and will have the current data as well (and the Nintendo Special Page) plus you can view graphs underneath the tables: https://r134x7.github.io/nintendo-earnings-data-and-other-video-game-companies/

Regarding Margin of Error in the data:
https://www.installbaseforum.com/forums/threads/nintendo-earnings-release-data-from-fy3-2017-to-present-for-switch.205/#post-19409

News:
Nintendo to establish Joint Venture with DeNA and form specified subsidiary: Nintendo Systems

2nd Quarter Earnings Release, data as of September 30th, 2022:
https://www.nintendo.co.jp/ir/pdf/2022/221108e.pdf

Code:
+----------------------------------+
| Nintendo Co., Ltd.|    FY3/2023  |
+----------------------------------+
| Consolidated Operating Results   |
+----------------------------------+
+--------------------------------------+
| Net Sales                  |    YoY% |
+--------------------------------------+
| 1st Quarter |    ¥307,460M |  -4.71% |
+--------------------------------------+
| 2nd Quarter |    ¥349,514M | +15.88% |
+======================================+
| First Half  |    ¥656,974M |  +5.24% |
+--------------------------------------+
| FY3/23 Forecast |  ¥1,600,000M |
+--------------------------------+
| FCST Revision 1 |  ¥1,650,000M |
+--------------------------------+
+--------------------------------------+
| Operating Income           |    YoY% |
+--------------------------------------+
| 1st Quarter |    ¥101,647M | -15.12% |
+--------------------------------------+
| 2nd Quarter |    ¥118,740M | +18.49% |
+======================================+
| First Half  |    ¥220,387M |  +0.19% |
+--------------------------------------+
| FY3/23 Forecast |    ¥500,000M |
+--------------------------------+
| FCST Revision 1 |    ¥500,000M |
+--------------------------------+
+-----------------------+
| Operating Margin      |
+-----------------------+
| 1st Quarter |  33.06% |
+-----------------------+
| 2nd Quarter |  33.97% |
+=======================+
| First Half  |  33.55% |
+-----------------------+
| FY3/23 Forecast |  31.25% |
+---------------------------+
| FCST Revision 1 |   30.3% |
+---------------------------+
+--------------------------------------+
| Net Income                 |    YoY% |
+--------------------------------------+
| 1st Quarter |    ¥118,984M | +28.29% |
+--------------------------------------+
| 2nd Quarter |    ¥111,467M | +40.94% |
+======================================+
| First Half  |    ¥230,451M | +34.11% |
+--------------------------------------+
| FY3/23 Forecast |    ¥480,000M |
+--------------------------------+
| FCST Revision 1 |    ¥400,000M |
+--------------------------------+
###


Hardware/Software sales units: https://www.nintendo.co.jp/ir/en/finance/hard_soft/index.html

Code:
+------------------------------+
| Nintendo Switch   | FY3/2023 |
+------------------------------+
| Sales Units and Forecast     |
+------------------------------+
+-------------+
| Switch      |-------------+
| Platform    |    Sales    |
+---------------------------+
| 1st Quarter |   ¥288,266M |
+---------------------------+
| First Half  |   ¥616,143M |
+===========================+
| Switch      |  Cumulative |
| Platform    |       Sales |
+---------------------------+
| 1st Quarter | ¥6,669,020M |
+---------------------------+
| First Half  | ¥6,996,897M |
+====================================+
| Switch      | Sales Per | Hardware |
| Platform    |  Hardware |    Units |
|-------------| Unit Cml. |Cumulative|
+------------------------------------+
| 1st Quarter |   ¥60,038 |  111.08M |
+------------------------------------+
| First Half  |   ¥61,199 |  114.33M |
+====================================+
+---------------------------------+
| Switch      |   Units |    YoY% |
+---------------------------------+
| 1st Quarter |   1.32M | -60.12% |
+---------------------------------+
| 2nd Quarter |   0.91M | -71.02% |
+=================================+
| First Half  |   2.23M | -65.43% |
+---------------------------------+
| Life-To-Date|  85.68M |
+-----------------------+
+---------------------------------+
| Switch Lite |   Units |    YoY% |
+---------------------------------+
| 1st Quarter |   0.59M | -48.25% |
+---------------------------------+
| 2nd Quarter |   0.33M | -51.47% |
+=================================+
| First Half  |   0.92M | -49.45% |
+---------------------------------+
| Life-To-Date|  19.32M |
+-----------------------+
+---------------------------------+
| Switch OLED |   Units |    YoY% |
+---------------------------------+
| 1st Quarter |   1.52M |
+-----------------------+
| 2nd Quarter |   2.01M |
+=======================+
| First Half  |   3.53M |
+-----------------------+
| Life-To-Date|   9.33M |
+-----------------------+
+-------------+
| Hardware    |-------------------+
| Total       |   Units |    YoY% |
+---------------------------------+
| 1st Quarter |   3.43M | -22.92% |
+---------------------------------+
| 2nd Quarter |   3.25M | -15.14% |
+=================================+
| First Half  |   6.68M | -19.32% |
+---------------------------------+
| Life-To-Date| 114.33M |
+-----------------------+
+---------------------------+
| FY3/23 Forecast |     21M |
+---------------------------+
| FCST Revision 1 |     19M |
+---------------------------+
+-------------+
| Software    |-------------------+
| Total       |   Units |    YoY% |
+---------------------------------+
| 1st Quarter |  41.41M |  -8.57% |
+---------------------------------+
| 2nd Quarter |  54.00M | +11.11% |
+=================================+
| First Half  |  95.41M |  +1.62% |
+---------------------------------+
| Life-To-Date| 917.59M |
+-----------------------+
+---------------------------+
| FY3/23 Forecast |    210M |
+---------------------------+
| FCST Revision 1 |    210M |
+---------------------------+
|(Software sales units include both
|packaged and downloadable versions
|of software.)
+-----------------------+
| Mobile, IP related    |---------+
| income, etc.          |    YoY% |
+---------------------------------+
| 1st Quarter | ¥10,981M|  -16.8% |
+---------------------------------+
| 2nd Quarter | ¥12,600M|  +2.42% |
+=================================+
| First Half  | ¥23,581M|  -7.53% |
+---------------------------------+
|(Includes income from smart-device
|content and royalty income.)

Supplemental information:

Code:
+------------------------------+
| Nintendo Co., Ltd.| FY3/2023 |
+------------------------------+
| Key/Digital Sales Indicators |
+------------------------------+
+------------------------------+
| Proportion of overseas sales |
+------------------------------+
| 1st Quarter       |    79.9% |
| 2nd Quarter       |    72.4% |
+==============================+
| 1st Half          |    75.9% |
+------------------------------+
|(※ Proportion of overseas (outside of Japan)
| sales to total sales)
+------------------------------+
| Proportion of hardware sales |
+------------------------------+
| 1st Quarter       |    43.8% |
| 2nd Quarter       |    39.8% |
+==============================+
| 1st Half          |    41.7% |
+------------------------------+
|(※ Proportion of hardware
|(including accessories) sales to total
| dedicated video game platform sales)
+------------------------------+
| Proportion of first party    |
| software sales               |
+------------------------------+
| 1st Quarter       |    76.3% |
| 2nd Quarter       |    72.7% |
+==============================+
| 1st Half          |    74.3% |
+------------------------------+
|(※ Proportion of first-party software sales
| to total dedicated video game software sales)
+------------------------------+
| Digital Sales                |
+------------------------------+
| 1st Quarter       |     ¥88B |
| 2nd Quarter       |   ¥99.7B |
+==============================+
| 1st Half          |  ¥187.8B |
+------------------------------+
|("※ Digital sales include a) downloadable
| versions of packaged software,
|b) download-only software,
|c) add-on content and
|d) Nintendo Switch Online, etc.
|*"Downloadable versions of packaged software"
| indicates the downloadable version of
| software that is offered both physically
| and digitally.")
+------------------------------+
| Proportion of Digital Sales  |
+------------------------------+
| 1st Quarter       |      53% |
| 2nd Quarter       |    49.3% |
+==============================+
| 1st Half          |      51% |
+------------------------------+
|(※ Proportion of digital sales to total
| dedicated video game software sales )
+------------------------------+
| Proportion of downloadable   |
| versions of Packaged         |
| Software Sales               |
+------------------------------+
| 1st Quarter       |    52.1% |
| 2nd Quarter       |    52.3% |
+==============================+
| 1st Half          |    52.2% |
+------------------------------+
|(※ Proportion of downloadable versions of
| packaged software sales to total digital
| sales as indicated above: a/(a+b+c+d) )
+------------------------------+
###

Code:
+------------------------------------------+
| Nintendo Switch FY Million-Seller Titles |
+------------------------------------------+
+------------------------------------------+
| Title and Rank                           |
+------------------------------------------+
| Units                                    |
+------------------------------------------+
+------------------------------------------+
| Splatoon 3                     | Rank 1  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   5.01M |   2.89M |
+==================================+
| FY3/23 Cml.  |   5.01M |   2.89M |
| Area/WW FY % |  63.42% |  36.58% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |    7.9M |    7.9M |
+==================================+
| FY3/23 Cml.  |    7.9M |    7.9M |
| WW FY/LTD %  | 100.00% |   0.00% |
+----------------------------------+
+------------------------------------------+
| Nintendo Switch Sports         | Rank 2  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 1st Quarter  |    0.9M |   3.94M |
| 2nd Quarter  |   0.33M |   0.97M |
+==================================+
| FY3/23 Cml.  |   1.23M |   4.91M |
| Area/WW FY % |  20.00% |  79.84% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 1st Quarter  |   4.84M |   4.84M |
| 2nd Quarter  |   1.31M |   6.15M |
+==================================+
| FY3/23 Cml.  |   6.15M |   6.15M |
| WW FY/LTD %  | 100.00% |   0.00% |
+----------------------------------+
+------------------------------------------+
| Mario Kart 8 Deluxe            | Rank 3  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 1st Quarter  |    0.3M |   1.18M |
| 2nd Quarter  |   0.29M |    1.3M |
+==================================+
| FY3/23 Cml.  |   0.59M |   2.48M |
| Area/WW FY % |  19.22% |  80.78% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 1st Quarter  |   1.48M |  46.82M |
| 2nd Quarter  |   1.59M |  48.41M |
+==================================+
| FY3/23 Cml.  |   3.07M |  48.41M |
| WW FY/LTD %  |   6.34% |  93.66% |
+----------------------------------+
+------------------------------------------+
| Kirby and the Forgotten Land   | Rank 4  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 1st Quarter  |   0.41M |   1.47M |
| 2nd Quarter  |   0.19M |   0.55M |
+==================================+
| FY3/23 Cml.  |    0.6M |   2.02M |
| Area/WW FY % |  22.99% |  77.39% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 1st Quarter  |   1.88M |   4.53M |
| 2nd Quarter  |   0.73M |   5.27M |
+==================================+
| FY3/23 Cml.  |   2.61M |   5.27M |
| WW FY/LTD %  |  49.53% |  50.47% |
+----------------------------------+
+------------------------------------------+
| Mario Strikers: Battle League  | Rank 5  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 1st Quarter  |   0.13M |   1.79M |
| 2nd Quarter  |   0.02M |   0.22M |
+==================================+
| FY3/23 Cml.  |   0.15M |   2.01M |
| Area/WW FY % |   6.91% |  92.63% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 1st Quarter  |   1.91M |   1.91M |
| 2nd Quarter  |   0.26M |   2.17M |
+==================================+
| FY3/23 Cml.  |   2.17M |   2.17M |
| WW FY/LTD %  | 100.00% |   0.00% |
+----------------------------------+
+------------------------------------------+
| Xenoblade Chronicles 3         | Rank 6  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   0.48M |   1.24M |
+==================================+
| FY3/23 Cml.  |   0.48M |   1.24M |
| Area/WW FY % |  27.91% |  72.09% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |   1.72M |   1.72M |
+==================================+
| FY3/23 Cml.  |   1.72M |   1.72M |
| WW FY/LTD %  | 100.00% |   0.00% |
+----------------------------------+
+------------------------------------------+
| Animal Crossing: New Horizons  | Rank 7  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   0.26M |   1.27M |
+==================================+
| FY3/23 Cml.  |   0.26M |   1.27M |
| Area/WW FY % |  16.99% |  83.01% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |   1.53M |  40.17M |
+==================================+
| FY3/23 Cml.  |   1.53M |  40.17M |
| WW FY/LTD %  |   3.81% |  96.19% |
+----------------------------------+
+------------------------------------------+
| Super Smash Bros. Ultimate     | Rank 8  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   0.28M |   1.07M |
+==================================+
| FY3/23 Cml.  |   0.28M |   1.07M |
| Area/WW FY % |  20.74% |  79.26% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |   1.35M |  29.53M |
+==================================+
| FY3/23 Cml.  |   1.35M |  29.53M |
| WW FY/LTD %  |   4.57% |  95.43% |
+----------------------------------+
+------------------------------------------+
| Pokémon Legends: Arceus        | Rank 9  |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   0.12M |   1.15M |
+==================================+
| FY3/23 Cml.  |   0.12M |   1.15M |
| Area/WW FY % |   9.38% |  89.84% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |   1.28M |  13.91M |
+==================================+
| FY3/23 Cml.  |   1.28M |  13.91M |
| WW FY/LTD %  |   9.20% |  90.80% |
+----------------------------------+
+------------------------------------------+
| The Legend of Zelda: Breath of |         |
| the Wild                       | Rank 10 |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   0.22M |      1M |
+==================================+
| FY3/23 Cml.  |   0.22M |      1M |
| Area/WW FY % |  18.03% |  81.97% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |   1.22M |  27.79M |
+==================================+
| FY3/23 Cml.  |   1.22M |  27.79M |
| WW FY/LTD %  |   4.39% |  95.61% |
+----------------------------------+
+------------------------------------------+
| Mario Party Superstars         | Rank 11 |
+------------------------------------------+
| Area         |   Japan | Overseas|
+----------------------------------+
| 2nd Quarter  |   0.19M |      1M |
+==================================+
| FY3/23 Cml.  |   0.19M |      1M |
| Area/WW FY % |  15.97% |  84.03% |
+----------------------------------+
| Global       |   WW FY |  WW LTD |
+----------------------------------+
| 2nd Quarter  |   1.19M |   8.07M |
+==================================+
| FY3/23 Cml.  |   1.19M |   8.07M |
| WW FY/LTD %  |  14.75% |  85.25% |
+----------------------------------+

Top selling title sales units as of September 30th, 2022:
https://www.nintendo.co.jp/ir/en/finance/software/index.html

Code:
+--------------------------------+
| Switch - Top Selling Titles    |
+--------------------------------+
+--------------------------------+
| Units                          |
+--------------------------------+
+-------------------------------------------+
| Mario Kart 8 Deluxe            |   Rank 1 |
+-------------------------------------------+
| 1st Quarter         |    1.49M |
| 2nd Quarter         |    1.59M |
+================================+
| FY3/23 Cumulative   |    3.08M |
| Life-To-Date        |   48.41M |
+--------------------------------+
+-------------------------------------------+
| Animal Crossing: New Horizons  |   Rank 2 |
+-------------------------------------------+
| 1st Quarter         |    0.74M |
| 2nd Quarter         |    0.79M |
+================================+
| FY3/23 Cumulative   |    1.53M |
| Life-To-Date        |   40.17M |
+--------------------------------+
+-------------------------------------------+
| Super Smash Bros. Ultimate     |   Rank 3 |
+-------------------------------------------+
| 1st Quarter         |    0.65M |
| 2nd Quarter         |    0.71M |
+================================+
| FY3/23 Cumulative   |    1.36M |
| Life-To-Date        |   29.53M |
+--------------------------------+
*This number has been adjusted to
reflect a revision of sales units
in previous years.
+-------------------------------+
+-------------------------------------------+
| The Legend of Zelda: Breath of |          |
| the Wild                       |   Rank 4 |
+-------------------------------------------+
| 1st Quarter         |    0.59M |
| 2nd Quarter         |    0.65M |
+================================+
| FY3/23 Cumulative   |    1.24M |
| Life-To-Date        |   27.79M |
+--------------------------------+
*This number has been adjusted to
reflect a revision of sales units
in previous years.
+-------------------------------+
+-------------------------------------------+
| Pokémon Sword / Pokémon Shield |   Rank 5 |
+-------------------------------------------+
| 1st Quarter         |    0.23M |
| 2nd Quarter         |    0.87M |
+================================+
| FY3/23 Cumulative   |     1.1M |
| Life-To-Date        |   25.37M |
+--------------------------------+
*This number has been adjusted to
reflect a revision of sales units
in previous years.
+-------------------------------+
+-------------------------------------------+
| Super Mario Odyssey            |   Rank 6 |
+-------------------------------------------+
| 1st Quarter         |    0.43M |
| 2nd Quarter         |    0.47M |
+================================+
| FY3/23 Cumulative   |     0.9M |
| Life-To-Date        |    24.4M |
+--------------------------------+
+-------------------------------------------+
| Super Mario Party              |   Rank 7 |
+-------------------------------------------+
| 1st Quarter         |    0.28M |
| 2nd Quarter         |    0.29M |
+================================+
| FY3/23 Cumulative   |    0.57M |
| Life-To-Date        |   18.35M |
+--------------------------------+
+-------------------------------------------+
| Pokémon Brilliant Diamond /    |          |
| Pokémon Shining Pearl          |   Rank 8 |
+-------------------------------------------+
| 1st Quarter         |    0.14M |
| 2nd Quarter         |    0.13M |
+================================+
| FY3/23 Cumulative   |    0.27M |
| Life-To-Date        |   14.92M |
+--------------------------------+
+-------------------------------------------+
| Ring Fit Adventure             |   Rank 9 |
+-------------------------------------------+
| 1st Quarter         |    0.45M |
| 2nd Quarter         |    0.33M |
+================================+
| FY3/23 Cumulative   |    0.78M |
| Life-To-Date        |   14.87M |
+--------------------------------+
+-------------------------------------------+
| Pokémon Let's Go Pikachu /     |          |
| Pokémon Let's Go Eevee         |  Rank 10 |
+-------------------------------------------+
| 1st Quarter         |    0.01M |
| 2nd Quarter         |    0.15M |
+================================+
| FY3/23 Cumulative   |    0.16M |
| Life-To-Date        |   14.81M |
+--------------------------------+

Regional Data:
Code:
+--------------------------------------------+
| Nintendo Switch Regional Data   | FY3/2023 |
+--------------------------------------------+
+--------------------------------------------+
| Switch                                     |
+--------------------------------------------+
|        | Japan  |The     | Europe | Other  |
|        |        |Americas|        |        |
+--------------------------------------------+
+--------------------------------------------+
| 1st Quarter                                |
+--------------------------------------------+
| Units  |  0.22M |  0.49M |  0.53M |  0.08M |
| YoY%   |-73.49% |-55.45% |-35.37% |-85.71% |
| Global%| 16.67% | 37.12% | 40.15% |  6.06% |
+--------------------------------------------+
+--------------------------------------------+
| 2nd Quarter                                |
+--------------------------------------------+
| Units  |  0.22M |  0.42M |  0.19M |  0.07M |
| YoY%   |-70.67% |   -60% |-76.54% |-86.79% |
| Global%| 24.18% | 46.15% | 20.88% |  7.69% |
+============================================+
+--------------------------------------------+
| First Half                                 |
+--------------------------------------------+
| Units  |  0.44M |  0.91M |  0.72M |  0.15M |
| YoY%   |-72.15% |-57.67% |-55.83% |-86.24% |
| Global%| 19.73% | 40.81% | 32.29% |  6.73% |
+--------------------------------------------+
+--------------------------------------------+
| Life-To-Date                               |
+--------------------------------------------+
| Units  | 19.22M | 32.99M | 22.87M | 10.59M |
| Global%| 22.43% | 38.50% | 26.69% | 12.36% |
+--------------------------------------------+
+--------------------------------------------+
| Switch Lite                                |
+--------------------------------------------+
|        | Japan  |The     | Europe | Other  |
|        |        |Americas|        |        |
+--------------------------------------------+
+--------------------------------------------+
| 1st Quarter                                |
+--------------------------------------------+
| Units  |  0.10M |  0.33M |  0.12M |  0.04M |
| YoY%   |-70.59% |-31.25% |-53.85% |   -20% |
| Global%| 16.95% | 55.93% | 20.34% |  6.78% |
+--------------------------------------------+
+--------------------------------------------+
| 2nd Quarter                                |
+--------------------------------------------+
| Units  |  0.05M |  0.19M |  0.06M |  0.02M |
| YoY%   |-54.55% |-53.66% |-53.85% |   -60% |
| Global%| 15.15% | 57.58% | 18.18% |  6.06% |
+============================================+
+--------------------------------------------+
| First Half                                 |
+--------------------------------------------+
| Units  |  0.15M |  0.52M |  0.18M |  0.06M |
| YoY%   |-66.67% |-41.57% |-53.85% |   -40% |
| Global%| 16.30% | 56.52% | 19.57% |  6.52% |
+--------------------------------------------+
+--------------------------------------------+
| Life-To-Date                               |
+--------------------------------------------+
| Units  |  4.98M |  8.53M |  4.51M |  1.29M |
| Global%| 25.78% | 44.15% | 23.34% |  6.68% |
+--------------------------------------------+
+--------------------------------------------+
| Switch OLED                                |
+--------------------------------------------+
|        | Japan  |The     | Europe | Other  |
|        |        |Americas|        |        |
+--------------------------------------------+
+--------------------------------------------+
| 1st Quarter                                |
+--------------------------------------------+
| Units  |  0.39M |  0.46M |  0.45M |  0.21M |
| Global%| 25.66% | 30.26% | 29.61% | 13.82% |
+--------------------------------------------+
+--------------------------------------------+
| 2nd Quarter                                |
+--------------------------------------------+
| Units  |  0.75M |  0.66M |  0.34M |  0.28M |
| Global%| 37.31% | 32.84% | 16.92% | 13.93% |
+============================================+
+--------------------------------------------+
| First Half                                 |
+--------------------------------------------+
| Units  |  1.14M |  1.12M |  0.79M |  0.49M |
| Global%| 32.29% | 31.73% | 22.38% | 13.88% |
+--------------------------------------------+
+--------------------------------------------+
| Life-To-Date                               |
+--------------------------------------------+
| Units  |  2.75M |  3.06M |  1.91M |  1.62M |
| Global%| 29.47% | 32.80% | 20.47% | 17.36% |
+--------------------------------------------+
+--------------------------------------------+
| Nintendo Switch Hardware Total             |
+--------------------------------------------+
|        | Japan  |The     | Europe | Other  |
|        |        |Americas|        |        |
+--------------------------------------------+
+--------------------------------------------+
| 1st Quarter                                |
+--------------------------------------------+
| Units  |  0.72M |  1.27M |  1.11M |  0.33M |
| YoY%   |-37.93% |-20.13% | +2.78% |-46.77% |
| Global%| 20.99% | 37.03% | 32.36% |  9.62% |
+--------------------------------------------+
+--------------------------------------------+
| 2nd Quarter                                |
+--------------------------------------------+
| Units  |  1.01M |  1.29M |  0.58M |  0.37M |
| YoY%   |+16.09% |-11.03% | -38.3% |-35.09% |
| Global%| 31.08% | 39.69% | 17.85% | 11.38% |
+============================================+
+--------------------------------------------+
| First Half                                 |
+--------------------------------------------+
| Units  |  1.73M |  2.56M |  1.69M |  0.70M |
| YoY%   |-14.78% |-15.79% |-16.34% |-41.18% |
| Global%| 25.90% | 38.32% | 25.30% | 10.48% |
+--------------------------------------------+
+--------------------------------------------+
| Life-To-Date                               |
+--------------------------------------------+
| Units  | 26.96M | 44.59M | 29.29M | 13.50M |
| Global%| 23.58% | 39.00% | 25.62% | 11.81% |
+--------------------------------------------+
+--------------------------------------------+
| Nintendo Switch Software Total             |
+--------------------------------------------+
|        | Japan  |The     | Europe | Other  |
|        |        |Americas|        |        |
+--------------------------------------------+
+--------------------------------------------+
| 1st Quarter                                |
+--------------------------------------------+
| Units  |  8.07M | 17.14M | 11.52M |  4.67M |
| YoY%   | -0.74% |-23.31% |  +1.5% |+34.97% |
| Global%| 19.49% | 41.39% | 27.82% | 11.28% |
+--------------------------------------------+
+--------------------------------------------+
| 2nd Quarter                                |
+--------------------------------------------+
| Units  | 12.66M | 20.56M | 16.94M |  3.86M |
| YoY%   |+58.25% | -9.75% |+18.63% | +9.04% |
| Global%| 23.44% | 38.07% | 31.37% |  7.15% |
+============================================+
+--------------------------------------------+
| First Half                                 |
+--------------------------------------------+
| Units  | 20.73M | 37.70M | 28.46M |  8.53M |
| YoY%   |+28.52% |-16.46% |+11.04% |+21.86% |
| Global%| 21.73% | 39.51% | 29.83% |  8.94% |
+--------------------------------------------+
+--------------------------------------------+
| Life-To-Date                               |
+--------------------------------------------+
| Units  |175.08M |406.97M |266.39M | 69.15M |
| Global%| 19.08% | 44.35% | 29.03% |  7.54% |
+--------------------------------------------+

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1,72m for XC3, very good start.

and finally updated PLA numbers.
 
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Someone had to have a 'decent' hw unit drop based off the market data that we are getting. 15% doesnt seem too bad.

12.32m for H2, how does that compare to last year?
 
I wonder if there's a chance Splatoon 3's Domestic/Overseas split ends up mirroring 2's 5 million/8 million but inverted.
 
Switch vs other consoles

Worldwide | Hardware
ANoXxjG.png

C1UxwX1.png

Worldwide | Software
P2ui3mZ.png

bihHAiT.png

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Japan | Hardware
T6TdDHv.png

Japan | Software
5OPWLnh.png


The Americas | Hardware
gFIxEKU.png

The Americas | Software
i8fP2hn.png


Europe + Other | Hardware
KQuCVFN.png

Europe + Other | Software
hDQa4Cf.png
 
I wonder if there's a chance Splatoon 3's Domestic/Overseas split ends up mirroring 2's 5 million/8 million but inverted.
If 3 is already at ~3m outside Japan then I would hazard to guess it wont struggle selling an additional 2m. Prob gonna be closer to a 15m seller I would think.
 
HW numbers were a bit under my prediction. Seems like shipments to Europe and "Other" regions really slowed down.

Switch FYQ2 (Jul-Sep) SW sales:
> FY3/2018: 13.87M
> FY3/2019: 24.16M
> FY3/2020: 35.88M
> FY3/2021: 49.82M
> FY3/2022: 48.59M
> FY3/2023: 54.01M

Nintendo actually shipped more SW last quarter than they did during the same quarter in 2020 (height of Covid lockdowns). Very strong SW numbers - a stark contrast from that of PlayStation which saw SW numbers decline by a decent amount YoY.
 
EDIT: Wrong thread, I guess. I moved the charts over here.


Xenoblade Chronicles series comparisons:


Xenoblade_Series_Lifetime_Sales_Plot.png



Xenoblade_Series_Monthly_Sales_Plot.png
 
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114+ million Nintendo switch consoles.
At the reveal I expected 3DS numbers or when everything works out a max of 100 million.

But nope that thing is a beast.
 
So we have likely one more quarter before Switch becomes the biggest packaged software seller in Nintendo's history, beating out the DS. At that point, the only thing left to see is, despite lacking several marquee 3rd-party games, how close it can get to matching PS4's approximate 1.6 billion SW units sold.
 
As an outsider looking in, it seems like there's less enthusiasm towards XB3 than XB2, but that's all anecdotal. Going to be interesting to see how it develops.
It’s hard to say since one could say the same thing for XC2 if they weren’t paying attention. The game kept silently climbing at small numbers till we got updates every quarter. It’ll definitely be interesting to watch which path is chosen; either the XCDE or XC2 route.
 
I seem to have finished already and all the data is in the OP. Point out to me if there is any errors.
 
So lots of takeways.

Software is doing great, Splatoon 3 start in the West has been solid but the numbers in Japan are out of this world. Catalogue sales seem doing going and several recent games are still chugging along nicely like Kirby or Switch Sports.

Another 3m+ this quarter for hardware is good, sell-through as shown in the slides remains very close to last year.
A bit surprised by the revised forecast down, sub-13m for the two remaining quarters seem pretty safe.

As expected, Xenoblade digital share is significant in Japan, around 60%. The game's launch is exactly on par with TH in Japan and around 200k below overseas. TH is on its way to 4m so I still expect XC3 to become the best-selling Xenoblade game without too much trouble.
 
From what I can gather in their report, sales to customers are around the same as last year but sales to retailers are down? Is that correct? Would correlate to reports of shortages, especially in Japan. Obviously the switch is getting a bit long in the tooth now as well but I feel like shortages are playing into more than age.
 
It’s hard to say since one could say the same thing for XC2 if they weren’t paying attention. The game kept silently climbing at small numbers till we got updates every quarter. It’ll definitely be interesting to watch which path is chosen; either the XCDE or XC2 route.
I can't see the legs being as poor as XB1DE, since that's remake, but my gut says XB2's legs are the exception. Certainly didn't hurt it was in the Switch's launch year either.

In regards to other games, very impressed with Kirby and Mario Kart. I guess that DLC is doing work.

In regards to HW revision down, I think it's fairly soft. Between manufacturing issues and an expected new hardware announcement, we're heading into the 7th year. Some decline is unavoidable.
 
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The new hardware forecast will be an interesting talking point.

Anything that's a drop when other consoles are on the rise will be interesting to some.

I always wait for Splatoon to have a more balanced launch period of sales but maybe next game.
 
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Last quartet
Mario Kart 8 Deluxe: 48.41m (+1.59m)
Animal Crossing: 40.17m (+0.79m)
Smash Bros Ultimate: 29.53m (+0.71m)
Zelda BOTW: 27.79m (+0.65m)
Pokémon Sword/Shield: 25.37m (+0.87m)
Mario Odyssey: 24.40m (+0.47m)
Super Mario Party: 18.35m (+0.29m)
Pokémon BD/SP: 14.92m (+0.13m)
Ring Fit Adventure: 14.87m (+0.33m)
Pokémon Let's Go: 14.81m (+0.15m)
Switch Sports: 6.15m(+1.31m)
Kirby and the Forgotten Land: 5.27m (+0.73m)
Mario Strikers Battle League: 2.17m(+0.26m)
6 month
Pokemon Legends: 13.91m(+1.28m)
Mario Party Superstars: 8.07m (+1.19m)
New game
Splatoon 3: 7.9m(+7.9m)
Xenoblade Chronicles 3: 1.72m(+1.72m)
 
This confirms the great digital sales of Xenoblade 3. Easily passed through the niche barrier(tm) like it's saloon doors.

Hopefully the upcoming DLC will continue to keep the game's mindshare for years to come.
 
From what I can gather in their report, sales to customers are around the same as last year but sales to retailers are down? Is that correct? Would correlate to reports of shortages, especially in Japan. Obviously the switch is getting a bit long in the tooth now as well but I feel like shortages are playing into more than age.

Disappointing HW shipments. This is the first time PS5 shipments are higher than Switch in a quarter?
Indeed, sell-through is almost similar as last year:
JwWT5tm.png


And below are their comments on the hardware situation:
While there is a gradual improvement in semiconductor and other component supplies and a recovery trend in hardware manufacturing for Nintendo Switch, taking into consideration production and sales performances thus far, we have modified the Nintendo Switch hardware sales units forecast for the fiscal year. By continually working to front-load production and selecting appropriate transportation methods in preparation for the holiday season, we will work to deliver as many consoles as possible toconsumers in every region of the world
 
Very reasonable start for Xenoblade 3, I hope it will reach over 500k in Japan this quarter and 2m WW.
 
JxvPyXy.png


YearSysGameSales
1996GBRed/Blue/Green31,050,000
1999GBCGold/Silver23,730,000
2002GBARuby/Sapphire16,220,000
2006NDSDiamond/Pearl17,670,000
2010NDSBlack/White15,640,000
20133DSX/Y16,650,000
20163DSSun/Moon16,290,000
2019NSWSword/Shield25,370,000
2021NSWArceus13,910,000

Scarlet & Violet should be interesting to see at this rate.
 
For anyone wondering the adjustments on Zelda and Smash are minimal, it only increases their LTD by 20k and 10k respectively. The one for Pokémon Sword/Shield is big because they added its Expansion Pass SKU to the total.

Edit: My bad it's 10k for Smash, I typod.
 
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Last quartet
Mario Kart 8 Deluxe: 48.41m (+1.59m)
Animal Crossing: 40.17m (+0.79m)
Smash Bros Ultimate: 29.53m (+0.71m)
Zelda BOTW: 27.79m (+0.65m)
Pokémon Sword/Shield: 25.37m (+0.87m)
Mario Odyssey: 24.40m (+0.47m)
Super Mario Party: 18.35m (+0.29m)
Pokémon BD/SP: 14.92m (+0.13m)
Ring Fit Adventure: 14.87m (+0.33m)
Pokémon Let's Go: 14.81m (+0.15m)
Switch Sports: 6.15m(+1.31m)
Kirby and the Forgotten Land: 5.27m (+0.73m)
Mario Strikers Battle League: 2.17m(+0.26m)
6 month
Pokemon Legends: 13.91m(+1.28m)
Mario Party Superstars: 8.07m (+1.19m)
New game
Splatoon 3: 7.9m(+7.9m)
Xenoblade Chronicles 3: 1.72m(+1.72m)
All mainline pokemon games will probably exceed 15 million on Switch
Kirby, Switch Sports, Mario Kart,Smash,Zelda are monster.
if Kirby keeps selling like Luigi it could be 10 million
The first quartet of new games are strong/very strong
Finally we learned the real pokemon sword shield numbers

Mario Kart > 60m
AC > 50m(hard)
Smash > 35m(hard)
Zelda > 30m
Pokemon Sword Shield, Mario Odyssey, Pokemon Scarlet > 25m
Mario Party > 20m(very hard)
Probably there won't be any other game on the switch that exceeds 20 million(except Zelda, and maybe Splatoon 3) if the switch is released in 2023. If a new console comes out in 2023, it's close to 0 probability that splatoon 3 will have 20 million only with the switch version.
Will there be an update on the next generation console for AC, Smash? Will we see more discounts? Will bundle be more? Or will the continuation of these games come out in the first 2 years?

Where is golf Switch Sport update?
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Software sales growth in Japan, Europe and Asia but Murica still on decline. Wonder if the big Pokemon hit will be able to stop the decline of software there
 
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