According to Thurrott.com, Nintendo’s quarterly results reveal the Switch 2 is an absolute blockbuster. The company sold 4.5 million Switch 2 consoles last quarter alone, 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, a massive 90% year-over-year jump. Net income skyrocketed 270% to ¥102.9 billion, and Nintendo has dramatically revised its full-year Switch 2 sales forecast from 15 million to 19 million units. The company is reportedly asking manufacturers to produce 25 million consoles by March 2026 to keep up with demand, while software sales surged to 20.6 million units thanks to strong titles like Mario Kart World and Donkey Kong Bananza.
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What This Means for Gamers
Basically, the Switch 2’s backward compatibility is paying off huge. People aren’t just buying a new console – they’re bringing their entire Switch library with them. That’s a massive value proposition that Sony and Microsoft can’t match. And with Mario Kart World already selling nearly 10 million copies, it’s clear the “must-have” game factor is driving hardware adoption too.
Here’s the thing though: can Nintendo actually produce enough consoles? Asking manufacturers for 25 million units when you’re forecasting 19 million sales tells you everything. They’re anticipating shortages, especially during the holiday season. If you want a Switch 2 this year, you might want to grab one when you see it.
Developers Are Winning Big
Software sales up 20.6 million units in a single quarter? That’s insane. The Switch 2 is quickly becoming the platform where games actually sell. Third-party developers who were skeptical after the Wii U era are probably scrambling to get their titles on this thing now.
And think about the installed base growth. We’re looking at potentially 30+ million Switch 2 consoles in the wild by next holiday season. That’s a huge, engaged audience that actually buys games rather than just waiting for sales. For developers, that’s pure gold.
Nintendo’s Position in the Console Wars
Remember when people wondered if Nintendo should just go third-party? Yeah, that conversation is officially dead. With these numbers, Nintendo isn’t just competing with Sony and Microsoft – they’re playing a completely different game. And they’re winning.
The 90% revenue surge is particularly stunning when you consider this isn’t even the full holiday quarter. What happens when Black Friday and Christmas shopping kick in? We could be looking at Nintendo’s most profitable year ever. The company’s latest financial results show they’ve perfectly executed the transition between console generations, something that’s tripped up even the most successful companies.
So where does this leave the competition? Microsoft is pushing Game Pass and cloud gaming, Sony is preparing the PS5 Pro, but Nintendo just demonstrated that a great piece of hardware with must-play games still moves mountains. Sometimes the simplest strategy is the most effective.
