According to Thurrott.com, Nintendo just reported explosive quarterly results with revenues hitting ¥527.7 billion (about $34 billion USD) for the quarter ending September 30, 2025. The company sold 4.5 million Switch 2 consoles in just three months, pushing total sales to 10.36 million units since the June 5 launch. Net income absolutely skyrocketed 270% year-over-year to ¥102.9 billion, while revenues jumped 90% compared to the same period last year. Nintendo has now revised its full-year Switch 2 sales forecast from 15 million to 19 million units, and they’re reportedly asking manufacturers to produce 25 million consoles by March 2026 to meet demand. Software sales also surged to 20.6 million units, with Mario Kart World leading at 9.57 million copies sold.
The Backward Compatibility Magic
Here’s the thing that really stands out in these numbers: backward compatibility is carrying this launch harder than Mario carries Yoshi. Nintendo specifically called out that Switch 2’s ability to play most original Switch titles is driving software sales. And why wouldn’t it? People who held off upgrading their aging Switches now have a clear path forward without losing their entire game library. It’s basically the anti-Sony approach – where PlayStation made you rebuy games for PS5, Nintendo is letting you bring your existing collection along for the ride. That’s huge for consumer confidence and explains why software sales are keeping pace with hardware.
The Production Ramp-Up
Now, let’s talk about that manufacturing target. Asking partners to deliver 25 million consoles by March when you’re only forecasting 19 million sales? That’s either incredibly optimistic or suggests Nintendo knows something we don’t. Probably both. Remember the original Switch shortages? Nintendo seems determined to avoid that nightmare this time around. They’re basically betting that holiday demand will blow past even their upgraded forecasts. And given that they’ve already sold 10 million units in what, five months? That pace is absolutely insane for a console that’s not even facing serious supply constraints.
What Comes After The Launch Boom?
The real question is whether Nintendo can sustain this momentum. Right now, they’re riding the wave of pent-up demand from Switch owners who’ve been waiting years for an upgrade. But what happens when that initial surge subsides? The software lineup looks strong with Mario Kart World and Donkey Kong Bananza performing well, but they’ll need consistent bangers to keep people buying hardware throughout 2026. Still, hitting 10 million units this quickly puts them on track to potentially outperform the original Switch’s legendary sales curve. Not bad for a company that everyone said was doomed just a decade ago.
