The Japanese pioneer folded the game. The Nintendo firm has more than doubled its turnover (+ 132.1 %) over a year in the first quarter of its offbeat exercise, after the record start by its new console, the Switch 2, launched on June 5. The announcement was made by the business leaders this Friday, August 1.
During the month of June, the device sold 5.82 million copies according to Nintendo, which had previously announced that it had sold 3.5 million units worldwide in just four days, a record.
«Figures from around the world show that there was an unprecedented underlying demand, and this record may never be broken by another console again ”said Serkan Toto of the Tokyo Kantan Games Cabinet.
However, despite the consoles that sell for hotcakes, the firm prefers to remain cautious. Nintendo maintained unchanged this Friday its financial forecasts and its modest sales objectives throughout the financial year which will end at the end of March 2026, still tabling on 15 million units. In truth, the firm based in Kyoto (western Japan) can reasonably hope to sell 23.5 million during this period, estimated JPMorgan analysts in July.
The impact of customs duties imposed by the government of Donald Trump is also a major unknown for the annual Nintendo result. According to Junko Yamamura of JPMorgan, the firm should choose not to pass on its sale prices the additional costs linked to the surcharge of 20 % on American imports from Vietnam, where part of the Switch 2 are manufactured for the American market.
According to this analyst, it would thus undergo a negative impact of around 30 billion yen (174 million euros) on its operational profit for the current financial year.
If the Switch 2 breaks records, it is also because the new machine benefits from the aura of the first name. The hybrid console, playable on the move or on its television released in March 2017, has been distributed for more than 153 million copies for more than 153 million. It is the third best -selling video game machine of all time.
Since the launch of the Switch 2, Nintendo has seen its net profit for the entire April-June quarter increased by 18.6 % to 96 billion yen (558 million euros), and its operating profit increased by 4.4 %.
“The volume of consoles sales should gradually decrease from 2026-2027, but stay at high long-term levels. On the other hand, sales of games in volume (including old titles) should climb ” as players more «grand public“Building the console,” said Junko Yamamura in a recent JPMorgan note.
The Switch 2 should significantly improve the results of Nintendo in exercise 2025-2026, even if the impact of sales of profitability is less compared to that of the games, on which the margin is more important, adds Nathan Baidu, of Bloomberg Intelligence. And for the moment, the major exclusives of the console are still rare. So we will now have to watch out of outing announcements, notes Yasuo Nakane de Mizuho, especially in anticipation of the holiday season, traditionally conducive to game sales.