Nintendo Q2 FY2020 - 4.8M Switch (incl. 1.95M Lite), 41.67M LTD; Link's Awakening 3.13M, FE: Three Houses 2.29M

Started by Xevross, Oct 31, 2019, 12:44 PM

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Xevross

Nintendo FY3/2020 Q2 Earnings Release, Switch Hardware 41.67M LTD, new download SW data | ResetEra

Quote
2nd Quarter Earnings Release: https://www.nintendo.co.jp/ir/pdf/2019/191031e.pdf

 
  Spoiler: Some Balance Sheet details    Capital Adequacy Ratio: 78.0%
 Current Assets: ¥1,358,446 million
 Current Liabilities: ¥358,165 million
 Cash and deposits: ¥730,886 million
 Shareholder's equity: ¥1,410,992 million
 Inventories: ¥217,103 million  

 Hardware sales units: https://www.nintendo.co.jp/ir/en/finance/hard_soft/index.html

Code: [Select]
+---------------------------------------------------------------------------------+
| Switch (units)  |  This Quarter | FY Cumulative |      LTD      |  FY Forecast  |
+---------------------------------------------------------------------------------+
| Switch          |      2.85M    |     4.98M    |     39.72M    |          |
| Switch Lite     |      1.95M    |     1.95M    |     1.95M    |          |
| Hardware Total  |      4.8M    |     6.93M    |     41.67M    |      18.0M    |
| Software Total  |     35.87M    |     58.49M    |    246.01M    |     125.0M    |
+---------------------------------------------------------------------------------+



Code: [Select]
+---------------------------------------------------+
|Switch HW Sell-In WW LTD |    Units   | Percentage |
+---------------------------------------------------+
| Japan                   |    10.0M   |     24%    |
| The Americas            |   16.64M   |     40%    |
| Other                   |    4.17M   |     10%    |
| Europe                  |   10.86M   |     26%    |
+---------------------------------------------------+



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 )

Code: [Select]
+----------------------------------------------------------------------+
| Switch - Top Selling Titles (units)      | This Quarter|     LTD     |
+----------------------------------------------------------------------+
| Mario Kart 8 Deluxe                      |    1.12M    |   19.01M    |
| Super Mario Odyssey                      |    0.44M    |   15.38M    |
| Super Smash Bros. Ultimate               |    0.98M    |   15.71M    |
| The Legend of Zelda: Breath of the Wild  |    0.93M    |   14.54M    |
| Pokémon Let's Go Pikachu/Eevee           |    0.3M     |    11.28M   |
| Splatoon 2                               |    0.26M    |    9.28M    |
| Super Mario Party                        |    0.6M     |     7.59M   |
| New Super Mario Bros. U Deluxe           |    0.49M    |    4.59M    |
| Super Mario Maker 2                      |    1.51M    |    3.93M    |
| The Legend of Zelda: Link's Awakening    |    3.13M    |    3.13M    |
+----------------------------------------------------------------------+



 
Spoiler for News:
During the six months ended September 30, 2019, for Nintendo Switch, a new model with extended battery life launched in August,<br>&nbsp;followed in September by Nintendo Switch Lite, a system dedicated to handheld gameplay, which is compact and lightweight, making it<br>&nbsp;easy to take on the go. On the software side, the period saw the release of Super Mario Maker 2 in June, which has sold 3.93 million<br>&nbsp;units, Fire Emblem: Three Houses in July, which has sold 2.29 million units, and The Legend of Zelda: Link&#39;s Awakening in September,<br>&nbsp;which has sold 3.13 million units. Sales of popular titles released during previous fiscal years and titles by other software publishers also<br>&nbsp;continued to grow, bringing the total number of million-seller titles during this fiscal year to 11, including the titles of other software<br>&nbsp;publishers. As a result, hardware sales reached 6.93 million units (36.7% increase on a year-on-year basis), and software sales reached<br>&nbsp;58.49 million units (38.8% increase on a year-on-year basis).<br>&nbsp;For Nintendo 3DS, hardware sales totaled 0.37 million units (62.9% decrease on a year-on-year basis), while software sales totaled<br>&nbsp;2.60 million units (58.5% decrease on a year-on-year basis).<br>&nbsp;Turning to our digital business for dedicated video game platforms, the steady growth in sales of downloadable versions of packaged<br>&nbsp;software and download-only software for Nintendo Switch, as well as the contributions of Nintendo Switch Online, helped to bring<br>&nbsp;overall digital sales to 71.6 billion yen (83.0% increase on a year-on-year basis).<br>&nbsp;In the mobile business, we released two new game applications: Dr. Mario World in July, and Mario Kart Tour in September. Many<br>&nbsp;consumers also continue to enjoy the titles that were released in previous fiscal years, bringing our mobile, IP related income to 19.9<br>&nbsp;billion yen (6.4% increase on a year-on-year basis).<br>&nbsp;In total, sales reached 443.9 billion yen (including overseas sales of 340.8 billion yen, or 76.8% of total sales), and operating profit<br>&nbsp;came to 94.2 billion yen. As a result of foreign exchange losses of 20.5 billion yen and other factors, ordinary profit came to 85.1 billion<br>&nbsp;yen, and profit attributable to owners of parent came to 62.0 billion yen. &nbsp;


 Very important note regarding the new data for Proportion of Downloadable Versions of Packaged Software:

 


Xevross

Fantastic quarter from Nintendo, crazy that Switch is over 40M already, it still feels super new.

the-pi-guy

Oct 31, 2019, 01:43 PM Last Edit: Oct 31, 2019, 01:52 PM by the-pi-guy
4.8 million switches is bigly. 

6 million PS4 vs 6.93m Switches FY. 

Legend

Fantastic quarter from Nintendo, crazy that Switch is over 40M already, it still feels super new.
Obviously we'll never get official numbers, but Switch is going to outsell Xbox 1 before next gen starts.

Switch is only approaching its third year, I'd still consider it pretty new haha.

Xevross

Obviously we'll never get official numbers, but Switch is going to outsell Xbox 1 before next gen starts.

Switch is only approaching its third year, I'd still consider it pretty new haha.
Switch is going to outsell Xbox One before 2020 starts. XB1 was at 41mil at the end of 2018 and is selling less than 7m a year now (from Zhuge). Switch should have a 2mil+ lead after the holidays.

Yeah Switch released only 2 and a half years ago, its selling so incredibly well, pretty much on pace with PS4. We'll have to see if legs are as good.

Dr. Pezus

Next quarter will be huge. Well done! Hoping for a pro version later  :)