The attendees are wandering on a board of directors during the Nintendo Switch 2 experience at the Excel London International Exibition and Convertible Center in London, Britain, April 11, 2025.
Isabel Infantes | Reuters
Nintendo She said on Thursday that she expects to sell 15 million units of the new Switch 2 control unit in the fiscal year ending in March 2026.
This is the first sales forecast from the Japanese giant since it announced the successor to the successful Switch device, which is scheduled to be sold in June.
Nintendo also reported the results of the fourth and full year. Here is how Nintendo did in the fourth fiscal quarter on March 31 for LSEG estimates:
- profit: 208.7 billion Japanese yen (1.45 billion dollars), compared to 216.16 billion yen.
- Net profit: 41.6 billion yen, compared to 33.91 billion yen expected.
Revenue decreased by 24.7 % in the fourth quarter compared to the same period in the previous year, while the profit decreased by approximately 50 %. This was very expected as Nintendo Switch 2 waiting for the current control unit.
Earlier this year, Nintendo reduced her expectations for switch sales to 11 million units for this year, which ended on March 31. Nintendo said on Thursday that it had sold 10.8 million units of switching a year, shy of its own expectations and a 31 % decrease on an annual basis.
OMDIA Market Research expects Nintendo 14.7 million Switch 2 units in 2025 alone, which will be about 10 % of the first year of Switch.
“Switch 2 will be launched in a stronger location than its predecessor, as more than 100 million Switch users provide a strong basis for adoption.”
Definitions in focus
Investors also focus on Nintendo’s expectations for the fiscal year. The company expects net sales of 1.9 trillion yen, an increase of 63 % on an annual basis, but less than LSEG estimates of 2 trillion yen. It is expected that the net profit will jump 7.6 % to 300 billion yen, less than LSEG estimates of 388.8 billion yen.
However, Nintendo noted that all its expectations are based on the effective rates of the United States on April 10 – after a Stop In the mutual definitions of US President Donald Trump for many countries.
Nintendo in April Delaying pre -orders To switch 2 in the United States after the initial announcement of Trump’s comprehensive tariff for countries all over the world. Nintendo keyboards are manufactured in Vietnam, which faces 46 % duties as soon as the temporary suspension is raised.
Nintendo President Shontaro Furukawa said on Thursday that if an additional tariff is imposed that the prices of its goods need to be modified, the demand may decrease in the United States, Reuters said. Furokawa added that the duties may make a profit for dozens of billions of yen, according to the report.
Cantan Consultance Consultance Consultance, based in Tokyo, said that Nintendo’s expectations are usually conservative.
“Nintendo loves a low ball from their expectations, and the current climate on definitions gives them all the reason that they are more careful than ever,” Toto told CNBC.
He added that the customs tariff creates a “unclear future” for Nintendo, which makes it “impossible” to any company maker to provide sales predictions.
“What happens if the customs tariffs remain on imports from China this way longer or if it is seen in Vietnam?” Toto said.
“If Nintendo needs to raise prices by $ 100 or more, then all bets will be parked and the company will be under tremendous pressure in the important American market.”
Switch 2 fuel -stock rally
Investors are now focusing on how the rear perform the console, Switch 2, after its launch. The switch will start 2 from $ 449.99 in the United States Moviest features Compared to its predecessor.
In addition to the 15 million -year sales expectations for the fiscal year ending in March 2026, Nintendo said it expects to sell 45 million units of software during the same period.
The games are important for the success of any console, and Nintendo said that Switch 2 will be launched with two titles – “Mario Kart World” and “Nintendo Switch 2 Tour”. There will also be Switch 2 copies of current games like “Zelda: Breath of the Wild”. Nintendo tends to her popular characters such as Mario and Zelda to enhance Switch 2.
Nintendo was first launched for the first time Switch Origel Switch and became the second best -selling control unit at GIANT GIANT ever with the sale of more than 150 million units. The company was able to Extending the age of devices Thanks to the successful games that involve characters such as Super Mario, and the privileges such as Pokemon Intellectual property in films.
Investors hope that the company will continue to ride its popular wave, with stocks rising about 30 % this year and 64 % over the past 12 months.
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