Nintendo Q1: revenue up 50% YoY to ~$3.2B and net profit up 52% YoY to ~$1.3B, driven by The Super Mario Bros. Movie, the new Zelda, and Switch sales up 13.9%
... but most people don't know their story. — The company was founded 134 years ago, in a small side street in Kyoto, Japan. … Forums: r/gaming : Super Mario movie and Zelda game breathe fresh life into Switch as Nintendo posts a 52% profit surge r/entertainment : Super Mario movie and Zelda game breathe fresh life into Switch as Nintendo posts a 52% profit surge r/Games : Nintendo Switch has sold 129.53 million units, The Legend of Zelda: Tears of the Kingdom has sold 18.51 million units r/boxoffice : Nintendo profit surges 52% on success of new Zelda game and Super Mario movie r/NintendoSwitch : The Legend of Zelda: Tears of the Kingdom has sold 18.51 million units.
The adjacent coverage reported the same quarter’s 50% revenue and 52% profit gains, while Nintendo attributed the result to Mario, Zelda and Switch demand. That makes the result less a standalone hardware update than evidence of how Nintendo’s owned franchises can reinforce its installed base.
First-order effects
Nintendo gains immediate revenue and profit from higher Switch sales and the strong sales of The Legend of Zelda: Tears of the Kingdom, which reached 18.51 million units.
The Super Mario Bros. Movie extends Mario’s commercial contribution beyond game software, giving Nintendo a simultaneous entertainment and hardware-sales tailwind.
Second-order effects
Nintendo has stronger incentive to coordinate tentpole game launches with film and other franchise activity, because each can increase attention for the same hardware ecosystem.
Rival console platforms face a clearer reminder that exclusive franchise releases can still drive demand late in a console cycle, increasing the value of their own differentiated content.
Third-order effects
If this pattern persists, console competition will increasingly hinge on the ability to turn owned characters into cross-media demand engines rather than treating games, films and hardware as separate businesses.
The payoff also raises the opportunity cost of keeping major franchises inactive: platform holders may favor fewer, larger releases that can support multiple revenue streams, though this quarter alone cannot establish a durable release model.
The trend: Nintendo’s results are one data point in the convergence of exclusive game content, entertainment IP and device sales into a single platform flywheel.
Nintendo Switch lifetime shipments are now at nearly 130 million. Nintendo just had a bumper quarter thanks to Zelda and Mario, with rumors of a new Nintendo console coming in 2024 https://www.theverge.com/...
That's the second best opening for a Nintendo published title ever, behind Pokemon Scarlet & Violet (20.61m). It also places ToTK as the 9th best selling Nintendo Switch game of all time, after two months on the market. It's already sold approx 60% of what BOTW sold LTD
The “overpriced DLC” that Tears of the Kingdom is, not only broke sales records (18.5m in less than two months), it single-handedly dragged the Nintendo Switch to the best Q1 in the entire console's history. NOT BAD for DLC, eh? [image]
According to Famitsu, Switch has officially sold over 30 million units in Japan. Switch is the first system to do this in Japan since the Nintendo DS, which was significantly cheaper. [image]
Sell-through of Tears of the Kingdom constitutes approximately half of the first-party software sold this fiscal year Primary driver has been BotW players but as weeks passed, there is a growing % of purchases being made by ppl who haven't played BotW https://www.nintendo.co.jp/.…
Nintendo has revealed that Tears of the Kingdom sold over 18.5 million units in a month & a half on the market. That's over 50% of Breath of the Wild's sales in a fraction of the time. So much for Tears of the Kingdom not selling well cause it's late in the life of the Switch lol…
Out: Nintendo reported strong 1Q results, highest-ever revenue and operating profit as Apr-Jun. Yes, that's thanks to Zelda and Mario. Analysts say Nintendo would need to raise its forecast on FY revenue, profit, and Switch unit sales. https://www.bloomberg.com/...
Nintendo Quarterly Update: Switch - 129.53m 1) MK 8 Deluxe - 55.46m 2) Animal Crossing: NH - 42.79m 3) Smash Ultimate - 31.77m 4) Zelda: BOTW - 30.65m 5) Super Mario Odyssey - 26.44m The Legend of Zelda: Tears of the Kingdom has sold 18.51 million units in under 2 months. https:/…