Switch 2全球销量突破1036万台，带动任天堂利润大增

Core Insights - Nintendo's financial performance for the fiscal year 2025-26 shows significant growth, with total revenue reaching 1,099.5 billion yen, a 110% year-on-year increase, and operating profit of 145.1 billion yen, up 19.5% [2][3] Revenue Breakdown - The second quarter revenue was 527.2 billion yen, with operating profit at 88.25 billion yen. Japan and North America contributed over 60% of total sales, while other regions, including Asia-Pacific, accounted for 14.8% [2] Product Performance - The strong performance is attributed to the Switch console and its software, with global sales of the Switch 2 reaching 10.36 million units and the original Switch at 154 million units sold [3] - Total software sales for the Switch reached 1.45 billion copies, with the Switch 2 software sales at 20.62 million copies, including 9.57 million copies of "Mario Kart: World" and 3.49 million copies of "Donkey Kong: Tropical Freeze" [3] Sales Forecast Adjustments - Based on the strong performance, Nintendo raised its full-year operating profit forecast by 16% to 370 billion yen and increased the Switch 2 sales forecast to 19 million units and software sales to 48 million copies [3] - The initial sales target for the Switch 2 was set at 15 million units and 45 million software copies [3] Legacy Product Trends - Sales of the original Switch are stabilizing, with 910,000 units sold in the second quarter, while first-quarter sales dropped 53.5% year-on-year to 980,000 units. The annual hardware sales forecast for the original Switch was revised down from 4.5 million to 4 million units [4] - Despite the decline in hardware sales, software sales remain strong, with 37.16 million copies sold in a single quarter, indicating a robust user base and sustained purchasing power [4] Pricing Strategy - Nintendo announced price adjustments for the Switch series in the U.S. starting August 3, affecting various models and accessories, while maintaining current prices for the Switch 2 console and games [5]