任天堂净利润为1599.3亿日元，高于预期的1473亿日元，同比增长24%。 当地时间周二（2月3日），日本电子游戏公司任天堂公布了第三财季（截至2025年12月31日，自然年第 四季度）的业绩。 在游戏软件方面，Switch 2平台上的《马力欧卡丁车：世界》（与Switch 2同步发售）销量约为1400万 套。据任天堂称，全球约有1.29亿人正在使用Switch平台进行游戏。 任天堂股价近几个月持续承压。Switch 2于去年6月上市后，公司股价在8月一度升至14000日元以上的 历史高位，但此后已回落超过30%。 在12月关键假日销售季到来前，市场一度担忧Switch 2销售乏力。 市场研究机构Circana上月表示，任天堂Switch 2是美国12月销量最高的游戏主机。 Kantan Games首席执行官Serkan Toto表示："一些投资者预测的销量'崩塌'并未在假日季度发生。" 杰富瑞分析师Atul Goyal表示，有关Switch 2销量放缓的担忧被夸大了，其在Q4这一关键销售季表现强 劲。 财报显示，任天堂第三财季营收为8063.2亿日元（约52亿美元），低于预期的8477.3亿日元，同比增长 ...

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]