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[BUSINESS] · Japan, United States · 23 sources

Nintendo reports 53.5% profit jump as Switch 2 sales and Super Mario movie boost earnings

Nintendo Co. posted net profit of ¥147.4 billion for the April‑June quarter, a 53.5 % increase year‑on‑year, while net sales fell 9.5 % to ¥517.8 billion. The company sold 3.82 million Switch 2 consoles worldwide and shipped 9.46 million Switch 2 software units. The top software titles were Tomodachi Life: Living the Dream, which sold about 7.94 million copies, and Pokemon Pokopia, with roughly 1.27 million copies sold outside Japan. IP‑related income rose 107.4 % to ¥34.8 billion, driven largely by revenue from the Super Mario Galaxy movie. Refunds of U.S. import tariffs added roughly ¥39 billion to earnings. Nintendo forecasts full‑year profit of ¥310 billion, down about 27 % YoY, and expects Switch 2 console sales of 16.5 million units, a 17 % decline, while software sales are projected to reach 60 million units, up 23 %. Digital game sales now account for about 61.5 % of total software revenue, and the company warned that hardware profitability is likely to deteriorate through the end of the year.

Entities: Nintendo Co., Ltd. · Pokémon Pokopia · Super Mario Galaxy movie · Switch 2 · Tomodachi Life: Living the Dream · United States

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

  • [● 3 SOURCES] Sales of Switch 2 software were led by Tomodachi Life: Living the Dream and Pokemon Pokopia. (Nintendo)
  • [○ 1 SOURCE] Net income increased 53.5 % year‑on‑year, far above analysts' expectations. (Nintendo)
  • [● 2 SOURCES] Revenue for the quarter was ¥517.8 billion, exceeding the market expectation of ¥448.8 billion. (Nintendo)
  • [● 7 SOURCES] Nintendo shipped 3.82 million Switch 2 consoles during the quarter. (hardware shipments)
  • [● 3 SOURCES] Nintendo posted net income of ¥147.4 billion ($934 million) for the June quarter. (Nintendo)
  • [● 3 SOURCES] Earnings were boosted by refunds of U.S. import tariffs imposed in 2025 and later rescinded. (Nintendo)
  • [○ 1 SOURCE] Hardware profitability is expected to deteriorate through the end of the year. (Nintendo)
  • [○ 1 SOURCE] Nintendo forecasts annual console sales of about 16.5 million units, roughly 17 % lower than the prior year. (Nintendo)
  • [● 8 SOURCES] Switch 2 software sales were led by Tomodachi Life: Living the Dream (≈7.94 million units) and Pokemon Pokopia (≈1.27 million units outside Japan). (top software titles)
  • [● 4 SOURCES] Switch 2 hardware shipments in the quarter were 3.82 million units, a 34% decline from the launch period. (Nintendo's quarterly earnings release)
  • [● 8 SOURCES] Refunds of U.S. import tariffs added about ¥39 billion to Nintendo's earnings for the quarter. (tariff refunds)
  • [● 8 SOURCES] Quarterly net sales declined 9.5 % to ¥517.8 billion. (sales decline)

Sources

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