Nintendo 2nd Quarter Results FY3/2018 - Switch 7.63M units LTD

[ggx2ac]

OP is updated, graphs are at the bottom of this post.

Moderators, for archival purposes I request that you do not merge this thread to someone else's.

2nd Quarter Results link: https://www.nintendo.co.jp/ir/pdf/2017/171030e.pdf

Switch hardware forecast increased to 14M units from 10M originally.

Switch software forecast increased to 50M units from 35M originally.

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

Top selling software units: https://www.nintendo.co.jp/ir/en/finance/software/index.html

Net Sales: ¥374,041 million (~$3.29 billion), 173.4% increase YoY

Operating Income: ¥39,961 million (~$351 million)

Profit: ¥51,503 million (~$453 million)

I have picked statements from the summary for this post, check for more details of the summary at the first link:

Splatoon 2 did 3.61M units for the quarter.

During the six months ended September 30, 2017, for Nintendo Switch, Splatoon 2 released in July gained popularity both in Japan
and overseas, with 3.61 million units sold globally. Mario Kart 8 Deluxe and ARMS also both sold well after their releases in April and
June, respectively. All told, the sales volume for the Nintendo Switch hardware and software during this period came to 4.89 million
units and 22.02 million units respectively.

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Amiibo numbers are mentioned, but not SNES Mini Classic:

In addition, Super Nintendo Entertainment System: Super NES Classic Edition was off to a good start following its September
launch (launched on October 5 in Japan). We also made moves to expand our amiibo line, by launching the new Splatoon series amiibo.
Our amiibo sales were approximately 5.10 million units for figure-type and approximately 2.80 million units for card-type.

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As mentioned, Switch hardware forecast revised upwards to 14 million and Switch software forecast revised upwards to 50M:

We have revised the financial forecast originally published on April 27, 2017. For details, see the Notice of Full-Year Financial
Forecast Modifications issued today (October 30, 2017).

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72.8% of net sales came from outside Japan:

With this background, our total sales reached 374.0 billion yen (of which overseas sales were 272.3 billion yen or 72.8% of the total
sales). Operating profit came to 39.9 billion yen, ordinary profit was 69.5 billion yen, and profit attributable to owners of parent
reached 51.5 billion yen.

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Nintendo Switch
Hardware: 2.93 million for the quarter/ 4.89 million FYTD /7.63 million LTD
Software: 13.98 million for the quarter/ 22.02 FYTD/27.58 million LTD (Only counts Digital software that has a retail version)

3DS
Hardware: 1.91 million for the quarter/ 2.86 FYTD/68.98 million LTD
Software: 7.97 million for the quarter/ 13.82 FYTD/343.07 million LTD

Smart Device, IP related income: ¥17,925 million (~$158 million FYTD)

Nintendo's earnings share from Pokémon Go:
(Share of profit of entities accounted for using equity method:) ¥6,429 million (~$57 million FYTD)

For the above two, Smart Device, Pokémon Go, Nintendo is earning a lot more money from their own smartphone games compared to Pokémon Go.

(For comparison, Smart Device, IP related income for all of FY3/2017 was: ¥24,250 million

Income from Pokémon Go for all of FY3/2017 was: ¥20,271 million)

Switch Hardware shipments WW:
Japan - 1.95 million LTD
The Americas - 3.11 million LTD
Other - 2.56 million LTD

Switch Hardware shipments WW LTD by %:

Japan - 25.6%
The Americas - 40.8%
Other - 33.6%

jp/overseas breakdown for mk8d, s2, botw, arms

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https://twitter.com/mochi_wsj/status/924903180269260801

Nintendo CEO says there will be more ways to have fun with Switch, details to be announced next year

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https://twitter.com/mochi_wsj/status/924950252037160960

Nintendo said it shipped 1.7 million units of SNES Classic as of Sept. 30.

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Update:

The following except for the last graph are YoY comparisons for the quarter.

YoY comparison of the quarter. You can barely see Nintendo's operating income last FY.

Geographical Sales breakdown, this is one of the graphs that separates Europe from Other:

Sales breakdown by category:

Geographical breakdown of Nintendo Switch sales specifically, as mentioned it separates Europe from Other:

Edit:

Top selling title sales units as of September 30, 2017

Switch

The Legend of Zelda: Breath of the Wild -
4.70 million pcs.
Mario Kart 8 Deluxe - 4.42 million pcs.
Splatoon 2 - 3.61 million pcs.
1-2-Switch - 1.37 million pcs.
ARMS - 1.35 million pcs.

Wii U

Mario Kart 8 - 8.38 million pcs.
New Super Mario Bros U - 5.73 million pcs.
Super Mario 3D World - 5.70 million pcs.
Super Smash Bros. for Wii U - 5.26 million pcs.
Nintendo Land - 5.18 million pcs.
Splatoon - 4.87 million pcs.
Super Mario Maker - 3.98 million pcs.
New Super Luigi U - 2.99 million pcs.
The Legend of Zelda: The Wind Waker HD - 2.23 million pcs.
Mario Party 10 - 2.13 million pcs.

3DS

Pokémon X/Pokémon Y - 16.20 million pcs.
Mario Kart 7 - 15.95 million pcs.
Pokémon Sun/Pokémon Moon - 15.91 million pcs.
Pokémon Omega Ruby/Pokémon Alpha Sapphire - 13.85 million pcs.
New Super Mario Bros. 2 - 11.73 million pcs.
Super Mario 3D Land - 11.40 million pcs.
Animal Crossing: New Leaf - 11.23 million pcs.
Super Smash Bros. for Nintendo 3DS - 8.91 million pcs.
Tomodachi Life - 5.93 million pcs.
Luigi's Mansion: Dark Moon - 5.45 million pcs.

DS

Animal Crossing: Wild World -
11.75 million pcs.

 

[Daphnes Nohansen Hyrule]

WOW

 

[Xbro]

BotW - 4.7M
MK8D - 4.42M
S2 - 3.61M
12S - 1.37M
ARMS - 1.35M

 

[Nintendo Switch]

[Post moved to its own thread] - Supernorn

 

[Atheerios]

Breath of the Wild 4.70 million pcs.
Mario Kart 8 Deluxe 4.42 million pcs.

edit: beaten

 

[Enforced]

BotW - 4.7M
MK8D - 4.42M
S2 - 3.61M
12S - 1.37M
ARMS - 1.35M

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Not bad for ARMS.

 

[kuroneko0509]

switch forecast is up from 10m to 14m for this fiscal year

 

[Datajoy]

I did my part.

 

[DarkLordMalik]

Holy shit. It hasn't even been 1 year and no Holiday launch yet insane numbers.

 

[Brodo Baggins]

Very nice! I wonder what they would have achieved if they weren't supply constrained.

The release of Mario for the holidays is setting the Switch up to EXPLODE if they can get sufficient supply for Black Friday.

Edit:
Can't wait to see the sales numbers on Mario. This game is a masterpiece.

 

[ggx2ac]

Hardware forecast increased to 14M

 

[DecoReturns]

Splatoon higher then I thought

 

[Kindekuma]

I said goddamn.

 

[Chindogg]

As long as they can keep the Switch in stock this holiday, they should beat 10m pretty easily for the year.

 

[Blablurn]

It just keeps on selling. Damn.

 

['3y Kingdom]

That's pretty astounding.

 

[Kenzodielocke]

So it will outsell the PS4's first year, amazing.

 

[Tsuyu]

switch forecast is up from 10m to 14m for this fiscal year

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Fantastic

 

[Xbro]

Mario Kart 7 pulls ahead of Sun/Moon
XY - 16.2M
MK7 - 15.95M
SM - 15.91M

 

[MCN]

This Holiday season is going to be huge for Nintendo.

 

[Jahranimo]

7.63 mil by the end of Sept is actually more than I expected. They're definitely at 8 mil by now at least. Well done!

 

[CQC]

This is crazy and I love it.

I hope Xbox comes back swingin' next-gen. Despite my love for Halo and Gears I have yet to buy an Xbox One.

 

[Inuhanyou]

Nintendo seem to be doing well. 14 million in a year is very strong indeed. To compare, what is Sony's strongest year for PS4 so far?

 

[Godzilla's Left Toe]

Switch ltd is only behind Wii U ltd by little under 6 million.

 

[RoarOfTheEarth]

Man, I can't wait to see the figures after the holiday hits.

 

[Vareon]

So Switch might surpass Wii U'ls LTD in a year?

 

[SinCityAssassin]

I said goddamn.

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This is why you don't mess with him.

 

[Crayolan]

Switch is gonna outsell Wii U in its first year, wow.

 

[AcademicSaucer]

Great sales for ARMS.
Splatoon 2 is going to catch to the first game this year at this point.

 

[BerserkHobo82]

That's brilliant. I really do need to hurry up and buy a Switch.

 

[Hero-of-Time]

Nintendo have gone into beast mode. Crazy to think the situation they were in with the Wii U. They've done a fantastic job in turning things around.

 

[Serebii]

Was hoping Sun & Moon would have overtaken X & Y by now, but still. Solid results!

 

[Heath V]

Wow that's no joke, way to go Nintendo!

 

[Skies]

Switch will pass WiiU within a year.

Incredible.

 

[SalvaPot]

Holy shit the MK8D numbers are just insane for an enhanced port.

And it will probably keep on selling until Nintendo goes for a MK9.

Smash DX has to be the April game next year.

 

[Nanashrew]

Very, very nice numbers! The continued run up to holidays are going to be something big.

 

[ShotyMcFat]

It'll be interesting to see What the attach rate for Super Mario Odyssey is going to be. My guess is that it may eclipse BotW

 

[Coolwhip]

How much did Wii sell in the first year? And what did wiiu sell total?

 

[Rymuth]

Very impressive. That's what you call a comeback.

BotW - 4.7M
MK8D - 4.42M
S2 - 3.61M
12S - 1.37M
ARMS - 1.35M

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Not bad for Arms. Mario Kart and Zelda attach rate are insane.

 

[kuroneko0509]

i wonder if/when mk7 will overtake pokemon xy....

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[Thoraxes]

They must be pretty confident in their supply-chain setup for the next two months and their ability to deliver product. Situation seems much improved in NA, but Japan still seems pretty starved for units.

Either way, good shit. 14m would already put it past Wii U, haha.

 

[Xavi]

Impressive, congratulations Nintendo!

 

[Xbro]

Was hoping Sun & Moon would have overtaken X & Y by now, but still. Solid results!

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I think Mario Kart 7 will be the best selling 3DS game by that point.

 

[AcademicSaucer]

Just saw the 14M forecast. Holy shit if they surpass the Wii U LTD in the first year

 

[Deleted member 8166]

well, nintendo gets doom.

 

[H.I.V.E.]

Love the Mario Kart sales. Great to know the community won't die for a very, very long time. Player base is also mostly great.

That increase to 14 mill is also crazy. Holiday is gonna be printing them money.

I am curious about how many games people buy on average for the system is that presented or npd? I never bought this many titles for a system first year, ever. And everyone I know or on my friend list has at least 5-6 games with playtime.

 

[SalvaPot]

This is why you don't mess with him.

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Hey! Good to see you here, I enjoy your posts.

 

[Coricus]

S2 - 3.61M

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*woomy intensifies*

I hope a good chunk of these 3.61 million are sticking around after paid online goes up, it's the single biggest reason I'm paying for it.

Watch it pass the original in sales during the holidays.

 

[Serebii]

Also interesting to note, though not unexpected, Metroid Samus Returns hadn't hit 1 million units by the end of September.

Hard to tell about Pokkén since it's treated as third party in Japan.

 

[Welfare]

Fantastic result. Zelda and Mario Kart doing fantastic, along with Splatoon 2.