Nintendo FY3/2020 Q3 Earnings Release, Switch Hardware 52.48M LTD

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Nintendo FY3/2020 Q3 Earnings Release, Switch Hardware 52.48M LTD | ResetEra

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 Note: M = Million (or rather 10^6)

 3rd Quarter Earnings Release: https://www.nintendo.co.jp/ir/pdf/2020/200130e.pdf

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+--------------------------------------------------------------------------+ |                 |  This Quarter | FY Cumulative          |  FY Forecast  | +--------------------------------------------------------------------------+ | Net Sales       |   ¥578,701M   |  ¥1,022,668M    (~$B)| ¥1,250,000M   | | Operating Income|    ¥168,708M   |    ¥262,930M    (~$M)|   ¥300,000M   | | Net Profit      |    ¥134,371M   |    ¥196,389M    (~$M)|   ¥210,000M   | +--------------------------------------------------------------------------+

 
  Spoiler: Some Balance Sheet details    Capital Adequacy Ratio: %
 Current Assets: ¥ million
 Current Liabilities: ¥ million
 Cash and deposits: ¥ million
 Shareholder's equity: ¥1 million
 Inventories: ¥ million  
 Hardware sales units: https://www.nintendo.co.jp/ir/en/finance/hard_soft/index.html

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+---------------------------------------------------------------------------------+ | Switch (units)  |  This Quarter | FY Cumulative |      LTD      |  FY Forecast  | +---------------------------------------------------------------------------------+ | Switch          |      7.58M    |     12.56M    |     47.3M    |      | | Switch Lite     |      3.24M    |     5.19M    |     5.19M    |      | | Hardware Total  |      10.81M    |     17.74M    |     52.48M    |      19.5M    | | Software Total  |     64.64M    |     123.13M    |    310.65M    |     140.0M    | +---------------------------------------------------------------------------------+ (Software sales units include both packaged and downloadable versions of software.) ### +---------------------------------------------------------------------------------+ |       3DS       |  This Quarter | FY Cumulative |      LTD      |  FY Forecast  | +---------------------------------------------------------------------------------+ | Hardware Total  |      0.25M    |      0.62M    |     75.71M    |       0.65M    | | Software Total  |      1.5M    |     4.1M    |    382.22M    |      4.5M    | +---------------------------------------------------------------------------------+ (Software sales units include both packaged and downloadable versions of software.) ### +------------------------------------------------------------------------+ |                                       |  This Quarter  | FY Cumulative | +------------------------------------------------------------------------+ | Smart devices, IP related income, etc.|    ¥16,946M    |   ¥36,910M    | +------------------------------------------------------------------------+ (Includes income from smart-device content and royalty income.)

 Supplemental information:
  https://www.nintendo.co.jp/ir/pdf/2020/200130_3e.pdf  
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+--------------------------------------------------------------------------+ |                                          | This Quarter  | FY Cumulative | +--------------------------------------------------------------------------+ | Proportion of overseas sales             |     78.6%     |     77.8%     | +--------------------------------------------------------------------------+ (※ Proportion of overseas(outside of Japan) sales to total sales) +--------------------------------------------------------------------------+ | Proportion of hardware sales             |     57.4%     |     55.6%     | +--------------------------------------------------------------------------+ (※ Proportion of hardware(including accessories) sales to total dedicated videogame platform sales) +--------------------------------------------------------------------------+ | Proportion of first party software sales |     87.4%     |     82.0%     | +--------------------------------------------------------------------------+ (※ Proportion of first-party software sales to total dedicated video game software sales) +--------------------------------------------------------------------------+ | Digital Sales                            |    ¥53.2B     |    ¥124.9B     | +--------------------------------------------------------------------------+ (※ Digital sales include a) downloadable versions of packaged software, b) download-only software,c) add-on content and d) Nintendo Switch Online, etc. ＊ "Downloadable versions of packaged software" indicates the downloadable version of software that is offered both physically and digitally.) +--------------------------------------------------------------------------+ | Proportion of Digital Sales              |     22.3%     |     28.6%     | +--------------------------------------------------------------------------+ (※ Proportion of digital sales to total dedicated video game software sales ) +--------------------------------------------------------------------------+ |Proportion of DL Ver. of Packaged SW Sales|     71.7%     |     65.6%     | +--------------------------------------------------------------------------+ (※ Proportion of downloadable versions of packaged software sales to total digital sales as indicated above: a/(a+b+c+d) )

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+---------------------------------------------------+ | NSW Lite Sell-In WW LTD |    Units   | Percentage | +---------------------------------------------------+ | Japan                   |    1.36M   |     26.2%    | | The Americas            |   2.09M   |     40.27%    | | Other                   |    0.46M   |     8.86%    | | Europe                  |     1.28M   |     24.66%    | +---------------------------------------------------+ |All NSW HW Sell-In WW LTD |    Units   | Percentage | +---------------------------------------------------+ | Japan                   |    12.42M   |     23.67%    | | The Americas            |   20.87M   |     39.77%    | | Other                   |    5.0M   |     9.53%    | | Europe                  |     13.88M   |     26.45%    | +---------------------------------------------------+ ### +---------------------------------------------------+ |Switch SW Sell-In WW LTD |    Units   | Percentage | +---------------------------------------------------+ | Japan                   |   57.34M   |     18.46%    | | The Americas            |   138.63M   |     44.63%    | | Other                   |   20.68M   |      6.66%    | | Europe                  |   94.01M   |     30.26%    | +---------------------------------------------------+ ### +----------------------------------------------------------------+ | New Titles (Switch)     | This Quarter  | FY Cumulative|  LTD  | +----------------------------------------------------------------+ | Japan                   |      96       |      210      |  508  || The Americas            |      86       |      244      |  629  || Other                   |      84       |      254      |  633  |+----------------------------------------------------------------+

 Million-Seller Titles of Nintendo Products (this fiscal year):

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+-------------------------------------------------------------------------------------------------+ | Title                                   |  FY Japan   | FY Overseas |  FY Global  | Global LTD  | +-------------------------------------------------------------------------------------------------+ | Super Mario Maker 2                     |    1.12M    |    3.92M    |    5.04M    |    5.04M    | | The Legend of Zelda: Link's Awakening   |    0.42M    |     3.77M    |    4.19M    |    4.19M    | | Mario Kart 8 Deluxe                     |    0.68M    |    5.59M    |     6.27M    |   22.96M    | | The Legend of Zelda: Breath of the Wild |    0.35M    |    3.21M    |    3.0M    |   16.34M    | | New Super Mario Bros. U Deluxe          |    0.26M    |    2.28M    |    2.54M    |   5.85M    | | Astral Chain                              |    0.16M    |    0.87M    |    1.03M    |    1.03M    | | Ring Fit Adventure                       |     0.63M    |    1.54M    |    2.17M    |    2.17M    | | Super Mario Party                       |    0.46M    |    2.26M    |     2.72M    |     9.12M    | | Pokémon Sword/Shield                |    4.21M    |    11.85M    |    16.06M    |    16.06M    | | Super Smash Bros. Ultimate              |    0.69M    |    3.18M    |   3.87M    |   17.68M    | | Luigi's Mansion 3'   |    0.73M    |    4.65M    |    5.37M    |    5.37M    | | Marvel Ultimate Alliance 3         |    0.04M    |    0.98M    |    1.02M    |    1.02M    | | Splatoon 2                    |    0.34M    |     0.76M    |    1.1M    |   9.0M    | | Fire Emblem: Three Houses               |    0.48M    |     1.82M    |    2.29M    |   2.29M    | |    Pokémon: Let's Go Pikachu/Eevee  '  |    0.12M    |     1.0M    |    1.13M    |   11.76M    | |   Super Mario Odyssey   |    0.16M    |     1.99M    |    2.15M    |   16.59M    | +---------------------------------------------------------------------------------------------------+

 

 Top selling title sales units as of September 30th, 2019 in no particular order: (Go to the link to see it in order: https://www.nintendo.co.jp/ir/en/finance/software/index.html )

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+----------------------------------------------------------------------+ | Switch - Top Selling Titles (units)      | This Quarter|     LTD     | +----------------------------------------------------------------------+ | Mario Kart 8 Deluxe                      |    3.95M    |   22.96M    | | Super Mario Odyssey                      |    1.21M    |   16.59M    | | Super Smash Bros. Ultimate               |   1.97M    |   17.68M    | | The Legend of Zelda: Breath of the Wild  |     1.8M    |   16.34M    | | Pokémon Let's Go Pikachu/Eevee           |    0.48M    |    11.76M    | | Splatoon 2                               |     0.53M    |    9.81M    | | Super Mario Party                        |     1.53M    |     9.12M    | | New Super Mario Bros. U Deluxe             |    1.26M    |    5.85M    | | Luigi's Mansion 3                      |    5.37M    |    5.37M    | | Pokémon Sword/Shield    |    16.06M    |    16.06M    | +----------------------------------------------------------------------+

   

[Dr. Pezus]

Switch over 10m for the quarter and Pokemon over 16m  

[Xevross]

10.81M in one quarter, wowee. Switch is absolutely flying. Great software numbers all round as well, pokemon is cray and great to see Ring Fit over 2mil.

[Xevross]

RS: 16.22 m
 DP: 17.67 m
 BW: 15.64 m
 XY: 16.44 m
 SM: 16.18 m

Lifetime sales for each main pokemon game since gen 3. Sw/Sh will easily beat them all, especially with the DLC. Not sure what gold/silver sold but it could even beat that. Its a shame that Sw/Sh are the worst out of all these games, Game Freak continue to get a free pass. Here's the launch quarters for the last 5 pokemon games:

X/Y: 11.61 million
 ORAS: 9.35 million
 Sun/Moon: 14.69 million
 USUM: 7.17 million
 Let's Go: 10 million

Blows them all away.

Luigi's Mansion 3 also had an insane launch, LTD totals for each LM:

Luigi's Mansion (Gamecube) - 3.33M
 Luigi's Mansion 2 (3DS) - 6.16M
 Luigi's Mansion 3 (Switch) - 5.37M

Will easily be the best selling Luigi's Mansion in the end. Its absolutely bonkers what Switch is doing to pretty much every Nintendo franchise.

[Cute Pikachu]

jeez those results

And holy shame at software. Literally every game released by Nintendo hit a million.

[Dr. Pezus]

BTW there's at least 3.5m (3.5-4.5m) switches on shelves as of the end of 2019 if Nintendo's sales estimates are right.

The estimate it had sold over 48m to consumers as of the end of Dec.

That's a massive gap. Next quarter should be small then

[Xevross]

BTW there's at least 3.5m (3.5-4.5m) switches on shelves as of the end of 2019 if Nintendo's sales estimates are right.

The estimate it had sold over 48m to consumers as of the end of Dec.

That's a massive gap. Next quarter should be small then

Yeah that is huge and explains why Nintendo are expecting such a small Q4 shipment.