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Simba1

Member
Dec 5, 2017
5,383
So if Switch meets Nintendo's forecast, it should stay ahead of the PS4 for a while?

Nintendo prolonging a system's life beyond what they've done before will determine whether it can stay that way.

Actually is surprised Nintendo forecast in every possible way, for hardware and software sales and for profit.
You have details with sales and forecasts in first page of this thread.
 

Koppai

Member
Oct 25, 2017
1,417
So what you're saying is the west buys more Nintendo stuff in general?

Think we will get some new game announcements out of this?
 

Simba1

Member
Dec 5, 2017
5,383
It's tracking 4m ahead of PS4 launch aligned, I'm pretty comfortable in saying that Switch will beat PS4 lifetime (should momentum stay as high as it is over the next two years)

With current sales, it seems that Switch could reach 110m, but PS4 will probably be over 120m and PS4 had very strong its 5. and 6. year on market and we yet need to see how Switch will sell in those years, so Its possible that will reach LT PS4 sales but for now this still less likely than more likely.
 

m051293

Member
Oct 29, 2017
1,658
Hardware / Software by Quarter

7pnkpAh.png
 

Gay Bowser

Member
Oct 30, 2017
17,708
It's crazy seeing the attach rate for Nintendo's evergreens actually go up, years after their release.
 
Jun 8, 2019
198
Interestingly, none of the individual numbers seems too crazy in isolation. Maybe that's just a result of expectation-setting given the Switch's software sales so far, but if you told me any of these numbers yesterday I wouldn't really have found it jaw dropping. But all of them together seems pretty wild. Basically feels like all of the wish-casted success, franchise by franchise, was fully realized (...with the exceptions of the most enthusiastic hopes that FE3H was hitting 5 mil or Astral Chain would have big legs)

Every time these numbers come out, my immediate reaction is to be curious to learn more about 3rd party numbers. My prior is that there are firms who've figured out how to cater to the Switch audience. At the same time, third party strategies for the Switch seem to be both so divergent and so locked-in that Bethesda, SE, Ubi, and even Capcom are not going to change their minds with their current approach because they're probably meeting whatever barometer of success they've established for the platform.

Nonetheless, it would be nice to have solid numbers on the 3rd party open world RPGs, indie megahits, multi-player focused games, and exclusives attempting to cater to the audience.

MK8DX, Smash, BOTW, Odyssey, Animal Crossing, Mario Party, and Ringfit (among others) all likely to have absurd continued success especially as Animal Crossing and stay-at-home expands the audience. Over the last several weeks I've heard people reach out and ask what they should they be getting for the Switch and like clockwork there are a handful of games that form the core of "here's what you get with your new Switch"

...Also, would be nice to know how Tropical Freeze is holding up.
 
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Tbone5189

Succ-essor
Member
Mar 25, 2020
4,919
PS4 / NSW

FY1 7.50mil / 2.74mil
FY2 14.80mil / 15.05mil
FY3 17.70mil / 16.95mil
FY4 20.00mil / 21.03mil
Tot 60.00mil / 55.77mil

FY5 19.00mil / *19.00 forecast

note that 4.23mil difference has ps4 have 1 extra quarter and it was a holiday quarter.

Quarter aligned (13Q) it's 57.10mil be 55.77mil (1.33mil difference)
 

Jbone115

Member
Oct 25, 2017
2,742
mod edit: content removed
As hilarious as this post is in hindsight, let's not forget that this hyperbolic negativity regarding Switch was rampant across a large portion of GAF (and therefore likely a large segment of current ERA users). So many people have been proven wrong.
 
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slothrop

▲ Legend ▲
Member
Aug 28, 2019
3,878
USA
I'm surprised they even gave forward looking guidance at all with the covid situation. There's really too many unknown unknowns to have a clue how the next year of sales pan out, through no fault of Nintendo
 

Pokémon

Member
Oct 27, 2017
11,681
As hilarious as this post is in hindsight, let's not forget that this hyperbolic negativity regarding Switch was rampant across a large portion of GAF the internet (and therefore likely a large segment of current ERA users). So many people have been proven wrong.

FTFY. I will never forget the negativity pre-launch and that's why I will always remind people about the Switch's success. :)
 
Oct 27, 2017
1,296
...with the exceptions of the most enthusiastic hopes that FE3H was hitting 5 mil
FE hitting 5M was a very enthusiastic hope, nevertless TH selling more than Fates without
1) its inflated numbers thanks to three routes
2) an excessive pandering to the otaku fanbase

It is a very big success for the game and the series, now firmly a reliable seller for Nintendo (with a huge margin for growing).
 

Common Knowledge

One Winged Slayer
Member
Oct 25, 2017
6,252
All things considered, it seems Super Mario Maker 2 didn't do too hot? Am I wrong here (genuine question)?
 

delete12345

One Winged Slayer
Member
Nov 17, 2017
19,698
Boston, MA
By the way: the usual briefings the day after the earnings release are no more:

*Since the financial results briefing has been changed to a conference call from the end of FY2019, "Supplementary Information about Earnings Release", "Outline" and "Presentation Material" have been transferred to "Financial Results Explanatory Material.
Moving forward, this will always be the case?
 

Gotdatmoney

Member
Oct 28, 2017
14,500
When Nintendo revealed the Switch pricing and the paid online my opinion on the product changed so drastically compared to the initial reveal. Should have stuck with my initial reaction since that was the one that ended up being correct, the concept was incredibly easy to sell and attractive. Forum dwellers get too caught up in ahit that the average person does not care about.
 

Neonep

Member
Oct 25, 2017
5,755
I have a question, do we know how the switch has sold in comparison to the Xbox
One?
 

Rowsdower

Prophet of Truth - The Wise Ones
Avenger
Oct 27, 2017
16,572
Canada
Amazing numbers. Grats Nintendo.

I have a question, do we know how the switch has sold in comparison to the Xbox
One?

I believe it's outsold it at this point. I think the Xbox One was estimated between 45-50 million sold a few months back. Microsoft doesn't provide numbers though.
 
Jun 8, 2019
198
There was a really elegant logic to the 2016/2017 Switch is doomed hypothesis. Takes like this were really popular:
  • Nintendo can't compete with PS4/Xbox One on power
  • Nintendo can't compete with Google/Apple on mass appeal
  • Any new system is automatically kneecapped by launching mid gen since the audience is already committed
What this missed is obvious in hindsight:
  • There is a sizable middle space audience more committed to gaming than angry bird fans but who isn't ride or die for tech specs (consisting in part of multiple generations having good memories associated with Nintendo)
  • Sufficiently high-quality software is able to capture a large audience regardless of timing/power
  • The value proposition of integrating on the go and home gaming was substantial
  • Launching late in the life of existing consoles gave the Switch a moment in the spotlight where it was more active than its competitors
  • The failure of the Wii U / early death of the Wii left a lot of people excited to see something new and popular from Nintendo
I mean, I think Nintendo has some really ridiculous detractors online, I've seen it gen after gen, and then saw it go into hyperdrive in the Wii days. So predicting Nintendoom always deserves skepticism and it's weird/vaguely creepy that people push it so hard as a narrative. But I'm not going to pretend I saw the Switch's success fully coming or that I wasn't nervous after the Wii U. There were definitely some hints that Nintendo was building a positive buzz after the Wii U bombed but before Switch launch (Pokemon Go, NES classic, BOTW mindshare at E3 2016) but no sane person should ever have predicted this.
 

Renna Hazel

Member
Oct 27, 2017
11,579
So what you're saying is the west buys more Nintendo stuff in general?

Think we will get some new game announcements out of this?
Yeah, this has been the case since the 1980s. Don't think any new games will come from that revelation, or their fiscal report, not sure which you were asking about.
 

TanookiTom

Member
Oct 29, 2017
686
Berlin
I know that people around here focus on hardware sales numbers, and it obviously is exciting (to me as well).

But I think the main story here is that the Switch is already an undeniably huge success for Nintendo. Their IPs have never been stronger, and they are by far Nintendo's most important assets.

Sure the Wii might have seen higher hardware sales numbers, but they never translated into equal success for Nintendo's IPs (outside boxed software/a limited selection of IPs) and I guess it could be argued that in the long term the Wii actually hurt Nintendo's long term success by setting them on the "casual path" and alienating other audiences.

Having said that I am somewhat doubtful the Switch will ever surpass the PS4, simply because Nintendo console have never had a very long lifespan and always tended to drop of quite sharply. I think this is also due to the fact that it is hard for Nintendo alone to support a console with enough system-selling software for more than 5 years. But things might be different now with the unified development teams.

Exciting times and a well-deserved success for Nintendo! I guess never have all three players been more healthy at the same time <3
 

Noppie

Member
Oct 27, 2017
13,770
Having said that I am somewhat doubtful the Switch will ever surpass the PS4, simply because Nintendo console have never had a very long lifespan and always tended to drop of quite sharply. I think this is also due to the fact that it is hard for Nintendo alone to support a console with enough system-selling software for more than 5 years. But things might be different now with the unified development teams.
There's a graph somewhere in this thread that shows Switch is already breaking that pattern compared to both Wii and 3DS.
 

Simba1

Member
Dec 5, 2017
5,383
PS4 / NSW

FY1 7.50mil / 2.74mil
FY2 14.80mil / 15.05mil
FY3 17.70mil / 16.95mil
FY4 20.00mil / 21.03mil
Tot 60.00mil / 55.77mil

FY5 19.00mil / *19.00 forecast

note that 4.23mil difference has ps4 have 1 extra quarter and it was a holiday quarter.

Quarter aligned (13Q) it's 57.10mil be 55.77mil (1.33mil difference)

FY1 for Switch is just one month, I wouldn't count like FY1 at all, just like launch month.
 

TanookiTom

Member
Oct 29, 2017
686
Berlin
There's a graph somewhere in this thread that shows Switch is already breaking that pattern compared to both Wii and 3DS.

I am following the numbers and I don't doubt that the Switch will end up one of Nintendo's most successful consoles (also in terms of HW sales), I am just a bit sceptical when it comes to sustaining it. But on the other hand it needs to be said that there hasn't even been a single price drop so far, which is pretty crazy.

Has it ever been so long till a console's first price drop? Would be super interesting to compare the evolution of prices in different generations, but not sure where to access that data from.
 

Mickagau

Member
Dec 11, 2018
2,163
France
All things considered, it seems Super Mario Maker 2 didn't do too hot? Am I wrong here (genuine question)?
5,5 millions is a great result but it didn't exploded like other IP on the system. Its legs also don't seem as strong as other evergreens.
It is still a major success but its reach to a wider audience seems to have a clear limit.
When all is set and done it should be around 6/7 millions so it is a big success.
 

Saicho

Member
Oct 27, 2017
669
Code:
+-------------------------------------------------------------------------------------------------+
| Title                                   |  FY Japan   | FY Overseas |  FY Global  | Global LTD  |
+-------------------------------------------------------------------------------------------------+
| Super Mario Maker 2                     |    1.16M    |    4.32M    |    5.44M    |    5.48M    |
| The Legend of Zelda: Link's Awakening   |    0.43M    |     3.95M    |    4.38M    |    4.38M    |
| Mario Kart 8 Deluxe                     |    8.08M    |    0.93M    |     7.15M    |   24.77M    |
| The Legend of Zelda: Breath of the Wild |    0.45M    |    4.18M    |    4.0M    |   17.41M    |
| New Super Mario Bros. U Deluxe          |    0.33M    |    2.96M    |    3.29M    |   6.6M    |
| Astral Chain                            |    0.16M    |    0.91M    |    1.08M    |    1.08M    |
| Ring Fit Adventure                      |     0.89M    |    1.84M    |    2.73M    |    2.73M    |
| Super Mario Party                       |    0.62M    |    3.09M    |     3.7M    |     10.1M    |
| Pokémon Sword/Shield                    |    4.52M    |    12.85M    |    17.37M    |    17.37M    |
| Super Smash Bros. Ultimate              |    0.9M    |    4.13M    |   5.03M    |   18.84M    |
| Luigi's Mansion 3                       |    0.83M    |    5.5M    |    6.33M    |    6.33M    |
| Marvel Ultimate Alliance 3              |    0.04M    |    1.04M    |    1.08M    |    1.08M    |
| Splatoon 2                              |    0.45M    |     0.98M    |    1.43M    |   10.13M    |
| Fire Emblem: Three Houses               |    0.58M    |     2.29M    |    2.87M    |   2.87M    |
| Pokémon: Let's Go Pikachu/Eevee         |    0.14M    |     1.2M    |    1.34M    |   11.97M    |
| Super Mario Odyssey                     |    0.21M    |     2.75M    |    2.97M    |   17.41M    |
| Animal Crossing: New Horizons           |    3.84M    |     7.93M    |    11.77M    |   11.77M    |
| Pokémon Mystery Dungeon                 |    0.36M    |     0.89M    |    1.26M    |   1.26M    |
+---------------------------------------------------------------------------------------------------+

Thanks for doing the summary! There is a minor issue with highlighted numbers. :)
 

Skittzo

Member
Oct 25, 2017
41,037
So based on the million seller list Nintendo sold about ~85M units of first party software this FY (in reality probably more due to titles not on the million seller list, but probably not terribly much more).

Which would be about 50% of the total software sales, which is nowhere near the reported 82.8% "proportion of first party software sales". So that confirms my suspicion that that number, which people often cite as proof that third parties don't sell on Switch, is talking purely about revenue and not units.

Which is obviously gonna be that high when most Nintendo titles are sold at full price, and also because Nintendo receives only 30% of the revenue of third party titles, whereas they receive 100% of the revenue of their titles.
 

Deleted member 17388

User requested account closure
Banned
Oct 27, 2017
12,994
mod edit: content removed
I don't know how these predictions came to be, Wii U messaging was confusing from the get-go, Switch wasn't.

Not trusting it to be a runaway hit like it is now, that's was reasonable doubt after the previous console, but a total indifference from the market to the lone handheld left wasn't a reasonable conclusion, I think. I guess most of us totally forgot to take the 3DS into the equation...?
 
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RailWays

One Winged Slayer
Avenger
Oct 25, 2017
15,677
mod edit: content removed
Most initial Switch predictions before launch were laughable, even outside of that forum. Hell, I was among many predicting that the console would probably settle at around 50-60m LTD. WiiU really did a number on people's expectations for Nintendo.

Glad that the console exceeded my expectations from a product and sales standpoint.
 
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Gotdatmoney

Member
Oct 28, 2017
14,500
5,5 millions is a great result but it didn't exploded like other IP on the system. Its legs also don't seem as strong as other evergreens.
It is still a major success but its reach to a wider audience seems to have a clear limit.
When all is set and done it should be around 6/7 millions so it is a big success.

Yeah, it's a shame. Game is great but the fact they are done with content updates for it is disappointing given it's been less than a year. The most recent content update has made the game an incredibly easy recommend.

It will still end in the 7-8m range when all is said and done. Roughly double the WiiU game.
 

Zedark

Member
Oct 25, 2017
14,719
The Netherlands
So based on the million seller list Nintendo sold about ~85M units of first party software this FY (in reality probably more due to titles not on the million seller list, but probably not terribly much more).

Which would be about 50% of the total software sales, which is nowhere near the reported 82.8% "proportion of first party software sales". So that confirms my suspicion that that number, which people often cite as proof that third parties don't sell on Switch, is talking purely about revenue and not units.

Which is obviously gonna be that high when most Nintendo titles are sold at full price, and also because Nintendo receives only 30% of the revenue of third party titles, whereas they receive 100% of the revenue of their titles.
Hmm, the math works out: 0.5/(0.5 + 0.3*0.5) * 100% ~= 77%, which is very close to the indicated number of 82.8% (I'm using 0.5 the proportion of first party software sales, which is obviously not the exact value). Very interesting. That could mean that third parties are contributing 70M-80M to the yearly software sales.

If we assume that that is true, then we can work out third party lifetime sales on the platform. Let's give it a try:

FY2019 {01-04-2019 through 31-03-2020}: 69.03M (proportion 82.8%, total 168.72M)
FY2018 {01-04-2018 through 31-03-2019}: 46.46M (proportion 83.8%, total 118.55M)
FY2017 {01-04-2017 through 31-03-2018}: 24.20M (proportion 85.3%, total 63.51M)

I have chosen not to include FY2016 because Switch wasn't around for most of it, so the numbers doesn't tell us a great deal. What this tells us is that out of the 350.78M units shipped between April 1st 2017 and March 31st 2020, 139.69M are third party software. That doesn't sound too bad considering basically all AAA games skip the system.

NOTE: All of this is assuming the proportion number is based on revenue. If it's not, then you can discard this. There is some messing up going on with the 3DS and WiiU's residual software sales, but that shouldn't have a big impact.

Mathematics used to arrive there:
Let x and y be the amount of first party and third party software, respectively. N is the total software shipped, as reported in the earnings releases. Let P be the reported proportion of first game sales (in revenue terms for Nintendo). Then, the following system of equations must hold:
{ x/(x+0.3*y) = P,
{ x + y = N

Now, to compute x (and y as a consequence):
y = (x-x*P) / (0.3*P)
N - x = (x-x*p) / (0.3*P)
N = (x - 0.7*x*P) / (0.3*P)
x(1 - 0.7*P) = 0.3*N*P
x = 0.3*N*P / (1 - 0.7*P)

Using this formula, you can directly compute x, since N and P are known for each fiscal year. y is calculated simply by using y = N - x.
 
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julian

Member
Oct 27, 2017
16,786
Wow. So if Ring Fit didn't have shortages, it would almost certainly have outsold Fire Emblem. That seems both impressive for Ring Fit and a bit disappointing for Fire Emblem sales.
 

Gotdatmoney

Member
Oct 28, 2017
14,500
So based on the million seller list Nintendo sold about ~85M units of first party software this FY (in reality probably more due to titles not on the million seller list, but probably not terribly much more).

Which would be about 50% of the total software sales, which is nowhere near the reported 82.8% "proportion of first party software sales". So that confirms my suspicion that that number, which people often cite as proof that third parties don't sell on Switch, is talking purely about revenue and not units.

Which is obviously gonna be that high when most Nintendo titles are sold at full price, and also because Nintendo receives only 30% of the revenue of third party titles, whereas they receive 100% of the revenue of their titles.

Where does this number come from? The 82.8%? Can you link it to me? If 9 third party games topped 1m units in the fiscal year it makes pretty much 0 sense that packaged goods of third party games was under 30m even ignoring digital only indies.
 

theprodigy

Member
Oct 25, 2017
685
Wow. So if Ring Fit didn't have shortages, it would almost certainly have outsold Fire Emblem. That seems both impressive for Ring Fit and a bit disappointing for Fire Emblem sales.
Is that surprising? Don't let the Smash rep count fool you, FE is hardly one of Nintendo's big series (at least on console, it is still Nintendo's biggest mobile game, although that says more about the weakness of the rest at this point).
 

Skittzo

Member
Oct 25, 2017
41,037
Hmm, the math works out: 0.5/(0.5 + 0.3*0.5) * 100% ~= 77%, which is very close to the indicated number of 82.8% (I'm using 0.5 the proportion of first party software sales, which is obviously not the exact value). Very interesting. That could mean that third parties are contributing 70M-80M to the yearly software sales.

Yeah third party titles seem to be doing quite well on Switch. I'd be curious to see the total units but that may take a lot of estimation.

Where does this number come from? The 82.8%? Can you link it to me? If 9 third party games topped 1m units in the fiscal year it makes pretty much 0 sense that packaged goods of third party games was under 30m even ignoring digital only indies.

It's in the OP but it's from page 20 of the slides:


It's often been around the 75-85% range for Switch and people keep citing that as unit numbers but it's very clearly referring to revenue now.