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Nintendo FY3/2024 Q3 Earnings Release, Switch Hardware Q3: 6.9M units (-16.16% YoY), 139.36M units LTD. Switch has outsold DS in Japan: 33.34M units

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Nintendo could do a 2DS XL for the Switch. Basically a cost optimized version of the premium model. For what's worth, I believe Switch still has a lot of gas in the tank, even after Switch 2 release and announcement. 3DS managed 10+M sales after Switch launch. Switch would be in a much better position to do so.
 
I think the n2DSXL equivalent would be more like a beefed up Lite rather than a cost cut OG/OLED. Something like a $250 OLED Lite, that could be optionally played on tv (dock/cradle sold separately!), and make it clamshell (for me, lol). Also make it forwards compatible with Switch 2 joycons as an option, so they can phase out Switch 1 joycons quicker.

Basically reframing Switch 1 as more of a cheaper kids/family oriented handheld to the high end 4k-ready $400 hybrid Switch 2. Repeating the setup they had for 3DS (n2DSXL) and Switch 1 in 2017-2019.
 
The Switch definitely has space for not only a prolonged tail into the start of its successor's lifespan, but a major rise before sunsetting.

Remember that Nintendo has yet to play the price drop card or introduce their Player's Choice/Nintendo Selects line this generation. With some cross-gen support acting as tentpoles for the old adopters that haven't bought into the next console yet and great deals on entry to hardware with an enormous library of well received software that also has some appealing discounts, I imagine a very strong potential year for the Switch being possible even with the new console at the forefront. Using the transitionary period to make the last generation hardware a sort of budget entry point into the ecosystem while riding the wave of hype for a new generation might have spectacular results, especially with backwards compatibility and cross-play for multiplayer where possible.
 
AruanaRiva said:
Ninty will minimum ensure another 15m switch to be sold to region like SEA, South Asia or Latam to get those sales that Switch 2 wont reach due to price or stocks.
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Prices matter, of course, but it is not the price of Switch 2 that will make Switch 1 sell more, but instead if Nintendo localize more games in brazilian portuguese and american spanish, this will reflect positively in the sales. People care more with the ability to understand the game, since you can buy the plastic box in 12 monthly payments.
 
Lite_Agent said:
Latest Q&A with Nintendo investors is live, and I'm surprised, there's only 1 person who asked about when the Succ would come out :p

There's a few interesting tidbits:

- as a result of the Mario Movie overperforming in Mexico, they actually focused a lot on that market during holiday season
- @AruanaRiva hype: they're expanding sales channel in SEA, and are using the Switch as basis for the future
- one investor did ask about the Zelda movie (wanted to know about whether the plot would be based on game or not), though no details were shared (big surprise, I know)
- Nintendo puts the unusual longetivity of Switch (partly) on the unified platform.

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Thanks, do you know when the translation comes out?
 
ILikeFeet said:
Is that not the LCD Mariko unit already?
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Not really? Oled got bigger size. Better stands, better speakers.

LCD with all those bell and whistle for 220 bucks i think is good value.

La Leganto said:
Prices matter, of course, but it is not the price of Switch 2 that will make Switch 1 sell more, but instead if Nintendo localize more games in brazilian portuguese and american spanish, this will reflect positively in the sales. People care more with the ability to understand the game, since you can buy the plastic box in 12 monthly payments.
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This will be another thing ninty need to expand more indeed. But considering like what @Lite_Agent said above. Ninty is still expanding in SEA for this whole Switch generation. It will take a really long time before they can fully expand to Latam and Middle East.
 
kwaogh said:
Thanks, do you know when the translation comes out?
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Official translation should arrive before the end of the week. For November meeting, it was ~2 days after the JP transcript went live (but there were less questions, so it might not be 2 days again).
 
Lite_Agent said:
Latest Q&A with Nintendo investors is live, and I'm surprised, there's only 1 person who asked about when the Succ would come out :p

There's a few interesting tidbits:

- as a result of the Mario Movie overperforming in Mexico, they actually focused a lot on that market during holiday season
- @AruanaRiva hype: they're expanding sales channel in SEA, and are using the Switch as basis for the future
- one investor did ask about the Zelda movie (wanted to know about whether the plot would be based on game or not), though no details were shared (big surprise, I know)
- Nintendo puts the unusual longetivity of Switch (partly) on the unified platform.

Click to expand...

They seems to have been doing really well in Thailand and with recent news where Nintendo even open up Pop up store in Singapore to very high demand.

I think they are going to be more agressive next gen for SEA market.

Still hoping that ninty will push more to Indonesia as well. There is such huge market for them to get there.
 
AruanaRiva said:
150m is simply not missable at this point. Unless nintendo killed the Switch 1 production line immediately after switch 2 launched.

If switch 1 follow ds to 3ds line. It should do another 10m there to beat ds minimum.
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Wasn't DS production canceled like 2 months after the 3DS came out? DS->3DS had a bad transition for both systems iirc. If the 3DS had came out a few month later and been announced after DS' final holiday the DS would've easily passed the PS2's numbers
 
JavelinR said:
Wasn't DS production canceled like 2 months after the 3DS came out? DS->3DS had a bad transition for both systems iirc. If the 3DS had came out a few month later and been announced after DS' final holiday the DS would've easily passed the PS2's numbers
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Yes I agree. I think 3DS came out a bit too early. If Nintendo would have delayed 3DS release for summer 2011, then this would have had two good results:

1. DS sales would have lasted a bit longer
2. 3DS launch will have been better, because they could have provided a better launch lineup due to the delay
 
Lite_Agent said:
- as a result of the Mario Movie overperforming in Mexico, they actually focused a lot on that market during holiday season.
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Hey, Mexico here, they pushed Wonder and Mario RPG like crazy during the holidays, and even some Pikmin, both on TV, online and in some shops, so yeah, wonder how it worked for them?
 
Lite_Agent said:
Latest Q&A with Nintendo investors is live, and I'm surprised, there's only 1 person who asked about when the Succ would come out :p

There's a few interesting tidbits:

- as a result of the Mario Movie overperforming in Mexico, they actually focused a lot on that market during holiday season
- @AruanaRiva hype: they're expanding sales channel in SEA, and are using the Switch as basis for the future
- one investor did ask about the Zelda movie (wanted to know about whether the plot would be based on game or not), though no details were shared (big surprise, I know)
- Nintendo puts the unusual longetivity of Switch (partly) on the unified platform.

Click to expand...

It is good that Nintendo is aware and is trying different strategies to increase their presence in countries from the 'Other' region. It is also nice that Furukawa admits hardware price is an issue on those countries.
 
Ptsousa said:
It is good that Nintendo is aware and is trying different strategies to increase their presence in countries from the 'Other' region. It is also nice that Furukawa admits hardware price is an issue on those countries.
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Yeah this is probably what gets them that last 10 or so million to overcome PS2. Sony was extremely present here in Africa. In places like Ghana (I would assume same for Nigeria and South Africa), you could buy the systems from Sony's own official distributor for over 20 years now.

The Switch is doing much better here and I regularly see it in shops and on whatsapp groups being sold but there is much more scope for improving awareness and ease of purchase in these markets.
 
kwaogh said:
Yeah this is probably what gets them that last 10 or so million to overcome PS2. Sony was extremely present here in Africa. In places like Ghana (I would assume same for Nigeria and South Africa), you could buy the systems from Sony's own official distributor for over 20 years now.

The Switch is doing much better here and I regularly see it in shops and on whatsapp groups being sold but there is much more scope for improving awareness and ease of purchase in these markets.
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Ooooh, I never knew that, that's so interesting! :o

It'll be cool to see Nintendo expand more into previously underserved markets like SEA, LatAM, and Africa. They'll definitely be needed if they actually want the Switch to beat out the PS2.
 
Regional Hardware

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Regional Software

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Calendar Year 2023 Hardware

Japan - 4,290,000
Americas - 6,190,000
Europe - 4,430,000
Other - 1,890,000
Global - 16,810,000

Calendar Year 2023 Software

Japan - 40,110,000
Americas - 87,410,000
Europe - 59,140,000
Other - 19,160,000
Global - 205,800,000
 
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'Other' region has the softest hardware drop in calendar year 2023 - only -8,5% YoY. I think this makes sense because Switch should be at another lifecycle point here due to later release date
 
woodhead said:
I think it is interesting that hardware sales between Japan and Europe are really close, but at the same time the software sales are much bigger in Europe
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7 games per console in Japan
9.7 games per console America
9.6 games per console in Europe
5.8 games per console in Other
 
Joseki said:
7 games per console in Japan
9.7 games per console America
9.6 games per console in Europe
5.8 games per console in Other
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Hmm, I wonder if this supports the theory that a decent amount of Japanese Switches were sold overseas this year due to the weak Yen.
 
Luminoth 4545 said:
Calendar Year 2023 Hardware

Japan - 4,290,000
America's - 6,190,000
Europe - 4,430,000
Other - 1,890,000
Global - 16,810,000

Calendar Year 2023 Software

Japan - 40,110,000
America's - 87,410,000
Europe - 59,140,000
Other - 19,160,000
Global - 205,800,000
Click to expand...

These are the tie ratios for CY2023:
Japan - 9.35
Americas - 14.12
Europe - 13.35
Other - 10.14
Global - 12.24

These were the tie ratios for CY2022:
Japan - 10.54
Americas - 12.17
Europe - 14.05
Other - 9.84
Global - 11.99

These are the % changes in tie ratio between CY2022 and CY2023:
Japan: -11.3%
Americas: +16.1%
Europe: -5.0%
Other: +3.0%
Global: +2.1%

It's difficult to extract solid conclusions from these changes, since lots of factors shape them, including economic circumstances, spending habits, unequal appeal of certain games between regions (Splatoon 3 was massive in CY2022 in Japan, whereas TotK favours the Americas in CY2023), possible regional HW overshipments, etc. But taking all of this into account, the large negative change for Japan would support (or at least doesn't contradict) the possibility that in 2023 a share of Japanese Switch units were exported to other countries thanks to the yen value.
 
Lelouch0612 said:


English version of the Q&A is up.
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"...When we take a broader perspective and look at entertainment as a whole, our competitors are not just other video games but also various other forms of leisure, making it a very tough industry. All this makes it even more important to continue offering unique proposals that make our brand an appealing choice for consumers."

"... For this reason, we recognize the importance of continuing to implement initiatives that encourage people to feel familiar with Nintendo in areas other than dedicated video game
platforms, increasing the number of consumers who are fans of Nintendo IP over the long-term, and maintaining our relationship with these consumers."


Nintendo will truly transition to a "lifestyle brand" and become a different beast
 
woodhead said:
I think it is interesting that hardware sales between Japan and Europe are really close, but at the same time the software sales are much bigger in Europe
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It's only logical considering how big the japanese 2nd hand market is. In Japan, a lot of people sell their games when they have finished them. In Europe there is 2nd hand market, but at a much smaller scale compared to Japan. The fact that they're at 7 games per console and may end up surpassing 8, is a testament of how incredibly strong the Switch library is.

Regards!
 
Switch's tie ratio in America/Europe has always been a great deal higher than in Japan.

We know there was some degree of scalping of Switch from JP due to its unusually high hardware sales during the summer in JP-only.
 
Undead Warrior said:
Bit of a "water is wet" statement but I guess the stockholders could use the reminder.
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This links to their article on Nintendo handling the transition with "unique propositions", so I'm pretty sure this was made to garner attention considering, well... everything going on with Xbox right now.
 
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