According to Thurrott.com, Nintendo’s latest quarterly results reveal absolutely staggering numbers. The company sold over 4.5 million Switch 2 consoles just in the third quarter, pushing total sales to 10.36 million units since its June 5 launch. Revenue hit ¥527.7 billion (about $34 billion USD) for the quarter ending September 30, 2025, which is a massive 90% jump year-over-year. Net income skyrocketed even more dramatically, up 270% to ¥102.9 billion. Because of this explosive success, Nintendo has revised its full-year Switch 2 sales forecast upward from 15 million to 19 million units. The company has reportedly asked manufacturers to produce 25 million consoles by March 2026 to meet overwhelming demand.
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What’s Driving This Crazy Success?
So how did Nintendo pull this off? The backward compatibility story is absolutely crucial here. Basically, the Switch 2 plays almost all the original Switch’s massive library of games. That’s a huge deal. People who already owned a Switch and had built up a digital library weren’t starting from zero. They could upgrade their hardware without losing their investment in games.
And let’s talk about the software numbers—they’re just as impressive as the hardware. Nintendo sold 20.6 million software units last quarter alone. Mario Kart World has already moved 9.57 million copies, and Donkey Kong Bananza hit 3.49 million since July. That’s the classic Nintendo flywheel in action: great hardware sells systems, which then sells more software, which makes the platform more attractive. It’s a virtuous cycle that they’ve perfected over decades.
The Manufacturing Challenge
Here’s the thing: asking manufacturers to deliver 25 million units by March is incredibly ambitious. That means they need to produce nearly 15 million more consoles in about six months. Supply chain logistics at that scale are no joke. We’re talking about securing components, managing production lines, and coordinating global distribution—all while competing with every other electronics company for similar resources.
Remember the original Switch launch? And the various component shortages we’ve seen across the tech industry in recent years? Nintendo seems determined to avoid those pitfalls this time. But ordering that many units is a huge bet. What if demand cools off faster than expected? Though honestly, given these numbers, that seems unlikely right now.
What This Means for the Industry
These results put Nintendo in an incredibly strong position. With the original Switch still selling 1.89 million units last quarter, they’re effectively dominating two generations of hardware simultaneously. Their latest financial report shows a company firing on all cylinders.
The real question is whether they can sustain this momentum. A hot launch is one thing—maintaining sales through the console’s lifecycle is another. But with these numbers, Nintendo has bought itself tremendous runway. They can afford to take risks, invest in new IP, and really push the boundaries of what the Switch 2 can do. For Sony and Microsoft, this should be genuinely concerning. Nintendo isn’t just playing a different game—they’re winning it.
