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[J Required]

Drop the petty warring nonsense. Great products isnt relevant in my point. Both the Switch 2 and the PS5 are great products. The PS5, however, was ridiculously supply-limited for over 2 years!!!!! 2 fucking years, I get COVID and all that, but that's just crazy to me.

People keep glossing over how absolutely brutal things were for the PS5 and PS4 in 2021. Sony spent the entire year wrestling with component shortages, shipping disasters, factory slowdowns — the works.

And yet, somehow, the PS5 still pushed out around 11 million units in 2021 purely on demand outstripping supply. Only 11m FOR THE YEAR!! It wasn't a "slow year"—it was a miracle they shipped that many at all.

And now the best part:
We've got people here acting like PS5 sales are "disappointing" because they're slightly—and I mean ever so slightly—behind the PS4, despite going through a global supply-chain nightmare PS4 never had to deal with.

If anything, PS5's numbers are insanely impressive, arguably more impressive than PS4's, because they were achieved while everything around it was on fire. Meanwhile the Switch 2 is launching in a calm supply environment and won't face even a fraction of that chaos.

 

[J Required]

Well its a given due to the delay of PS6 no thanks to chip shortages.

There is no official delay of PS6. Just rumors.

 

[Mr.Phoenix]

People keep glossing over how absolutely brutal things were for the PS5 and PS4 in 2021. Sony spent the entire year wrestling with component shortages, shipping disasters, factory slowdowns — the works.

And yet, somehow, the PS5 still pushed out around 11 million units in 2021 purely on demand outstripping supply. It wasn't a "slow year"—it was a miracle they shipped that many at all.

And now the best part:
We've got people here acting like PS5 sales are "disappointing" because they're slightly—and I mean ever so slightly—behind the PS4, despite going through a global supply-chain nightmare PS4 never had to deal with.

If anything, PS5's numbers are insanely impressive, arguably more impressive than PS4's, because they were achieved while everything around it was on fire. Meanwhile the Switch 2 is launching in a calm supply environment and won't face even a fraction of that chaos.

Lets not forget that the damn thing actually got more expensive instead of drop in price.

But we are going off topic now, this is about Nintendo. Its just good to see what not being supply-limited looks like.

 

[Jack Videogames]

I always remember that legendary thread predicting if the Switch would be a success with most people saying "nah, it will bomba"

Seems the Switch 2 GAF predictions are going down a similar path

 

[J Required]

Lets not forget that the damn thing actually got more expensive instead of drop in price.

You are absolutely right.

But we are going off topic now, this is about Nintendo. Its just good to see what not being supply-limited looks like.

Agreed

 

[MayauMiao]

There is no official delay of PS6. Just rumors.

GIven the current situation I'm more incline towards the the delay.

 

[Mozza]

Pretty incredible.

I remember the hype around Switch 1, with it's launch with Zelda and excitement around Super Mario Odyssey which was releasing shortly afterwards. Seemed unstoppable then.

Switch 2, didn't have the same launch titles and no word on the next Mario yet, and to still have these kind of numbers is hard to make sense of. Looking forward to their next direct.. please have a new Mario!

Games like Zelda and Mario only exploded sales wise with the Switch, the biggest selling individual game franchise from Nintendo has been Mario Kart, which is why the Switch 2 launched with it.

 

[Same ol G]

This had nothing to do with Sony, why the fuck are people starting about COVID supply constraints and PS6.
Can we have 1 fucking thread were you guys don't shit up the comment section with this shit it's getting really tiring

 

[subzero83]

Your post: I really would like it if the PS5 sold better than the PS4 but I can't tell you how they're gonna do it




That's it? Everyone was coping about some HORRIBLE holidays sales but then it turns out they're only 3% lower than the first Switch holiday?

You're missing that next quarter they will ship way less then switch 1 even according to Nintendo own forcast if they were confident they would ship more they would have raised the forcast. That was was cause of the weaker holiday it will reflect in the next shipping numbers.

 

[drian_vanden]

People keep glossing over how absolutely brutal things were for the PS5 and PS4 in 2021. Sony spent the entire year wrestling with component shortages, shipping disasters, factory slowdowns — the works.

And yet, somehow, the PS5 still pushed out around 11 million units in 2021 purely on demand outstripping supply. Only 11m FOR THE YEAR!! It wasn't a "slow year"—it was a miracle they shipped that many at all.

And now the best part:
We've got people here acting like PS5 sales are "disappointing" because they're slightly—and I mean ever so slightly—behind the PS4, despite going through a global supply-chain nightmare PS4 never had to deal with.

If anything, PS5's numbers are insanely impressive, arguably more impressive than PS4's, because they were achieved while everything around it was on fire. Meanwhile the Switch 2 is launching in a calm supply environment and won't face even a fraction of that chaos.

I agree, too.

It's something between sad and annoying that everyone's remembering, that during COVID everything stood still. And that current-gen-only consoles were very hard to be produced, shipped and bought.

But when it comes to align PS4 and PS5 release circumstances + their first 2 years, suddenly some people don't remember anything anymore. In fact, you can align literally everything and in an instant spot huge differences between PS4 and PS5. In its fifth holiday season for instance, base PS4 was sold for 199.

It's still likely that PS5 will surpass PS4. And that it stayed neck on neck with PS4 sales is quite a statement.

 

[Baemono]

Did Hyrule Warriors underperform? It was announced as selling >1M in Koei Tecmo's FYQ3 results iirc. I'm not sure why Nintendo didn't include it here since they usually include all titles that sold at least 1M.

But maybe that's still worse than expected (?).

It is considered to be a 3rd party title

 

[ByWatterson]

Consoles are dead.

 

[Saber]

Well done, thats an amazing job. And people still think this won't gonna surpass PS5 eventually?

As for some unpleasants residents here, they better hide themselves in Spain sales and Portal fetish sales threads.

 

[Mozza]

I would argue this is a pretty pessimistic view

The Switch sold 17.8 million in its first full year, which was already seen as an amazing feat (especially after the Wii U flop). And the sales kept increasing until reaching their peak point during the Covid lockdown, but as I said many times, it would've sold 20+ million these years regardless of Covid. The Covid boom was like 5-6 million more sales, but not more.

So if the Switch 2 starts its first full year with more than 20 million units, and the sales increase until the peak point during year 3, then it will easily sell 100+ million.

Ah the ever changing mystery of the Pandemic effect on here, Sony hamstrung by it, and the only reason the original Switch sold at all lol...

 

[Jack Videogames]

Well done, thats an amazing job. And people still think this won't gonna surpass PS5 eventually?

As for some unpleasants residents here, they better hide themselves in Spain sales and Portal fetish sales threads.

Yo I'm Spanish and I love this kind of news. But Spain is Sonyland, no two ways around that.

 

[Saber]

Yo I'm Spanish and I love this kind of news. But Spain is Sonyland, no two ways around that.

I got no problem with Spain either. Some of their buying habits are similar to my own country(not 100% though). Its just that some members are very obnoxious, theres a reason for the "Spain" memes.

 

[Baemono]

But Spain is Sonyland, no two ways around that.

Yo soy la

Yo, Sony Land

Coincidencia ? Doubt it

 

[Mozza]

I agree, too.

It's something between sad and annoying that everyone's remembering, that during COVID everything stood still. And that current-gen-only consoles were very hard to be produced, shipped and bought.

But when it comes to align PS4 and PS5 release circumstances + their first 2 years, suddenly some people don't remember anything anymore. In fact, you can align literally everything and in an instant spot huge differences between PS4 and PS5. In its fifth holiday season for instance, base PS4 was sold for 199.

It's still likely that PS5 will surpass PS4. And that it stayed neck on neck with PS4 sales is quite a statement.

Not really, people just got a console when they where able to. You can slice it any way you like, you usually end up on the same number.

 

[Felessan]

Well done, thats an amazing job. And people still think this won't gonna surpass PS5 eventually?

If Nin will not fix situation outside of Japan, it'll be really challenging task
We will see it on thursdays, but seems Sw2 sold around half, maybe 60% of Playstation in non-Japan territories.

 

[Robb]

It is considered to be a 3rd party title

This entry specifically? Do you know why? They didn't do this with Age of Calamity.

 

[Baemono]

This entry specifically? Do you know why? They didn't do this with Age of Calamity.

Welp that's super odd, Age of Calamity shouldn't be there either

I don't know

 

[Jack Videogames]

Yo soy la

Yo, Sony Land

Coincidencia ? Doubt it

 

[deriks]

The real question is: how it's selling on Spain? Because that's the country that defines gaming market

 

[Robb]

Welp that's super odd, Age of Calamity shouldn't be there either

I don't know

Yeah it's pretty confusing.

 

[Landr300]

Holiday was slower than Switch 1's first holiday quarter as expected.

Good results regardless, but them not changing the forecast from 19m is strange.

That means they are only expecting to ship around 1.63m this quarter? The Switch 1 shipped 2.93m the same quarter in 2018.

Don't say this to Robb , he thinks it's not going to slow down

 

[Mr.Phoenix]

GIven the current situation I'm more incline towards the the delay.

Technically, something can't be delayed that's not even announced yet.

 

[Landr300]

What do you mean? Nintendo revised their forecast up from 15 million to 19 million last quarter and are holding at 19 million now, which they will almost certainly reach. This isn't a sign that they're expecting "slowing momentum." It's a sign that its sales exceeded their initial expectations and are at least meeting their revised expectations.

Cope

 

[LordOcidax]

You're missing that next quarter they will ship way less then switch 1 even according to Nintendo own forcast if they were confident they would ship more they would have raised the forcast. That was was cause of the weaker holiday it will reflect in the next shipping numbers.

They already rised the forecast by 4 million, beating the 19M forecast is going to make the shareholders smile… You are missing the whole point.

 

[Hector Hall]

Don't worry Spain are waiting in the wings to ruin the party lol....

Sony has its results in 9 days, if it does more than 7 then Sony has outsole SW2 this holidays and the Spain sales are just a reflection of that.

 

[Landr300]

They already rised the forecast by 4 million, beating the 19M forecast is going to make the shareholders smile… You are missing the whole point.

They're playing with the numbers to try to manipulate the marketing and the fanboys, they didn't rise anything, they always expect that, they just put lower to rise after

 

[Mr Moose]

17 and a half million is crazy numbers.

21M first full year?

 

[TKOFromTokyo]

They're playing with the numbers to try to manipulate the marketing and the fanboys, they didn't rise anything, they always expect that, they just put lower to rise after

As someone who works on earnings releases and SEC filings for a Fortune 200 company this take is hilarious.

 

[jm89]

They already rised the forecast by 4 million, beating the 19M forecast is going to make the shareholders smile… You are missing the whole point.

15m never looked like a serious forecast anyway. Looked like a placeholder until they they could figure out what they could actually ship.

 

[Landr300]

15m never looked like a serious forecast anyway. Looked like a placeholder until they they could figure out what they could actually ship.

But the guy from SEC said that this is hilarious

 

[subzero83]

They already rised the forecast by 4 million, beating the 19M forecast is going to make the shareholders smile… You are missing the whole point.

Those numbers were insanely low to begin with especially for a console fully stocked for a holiday period and launch. We are in very front loaded environment imo. Looking at ps5/series and how they started and massive drop off. now look at even switch 2 massive start and now slowing down. You can even see the same for game sales totk and Mario wondwr were massively front loaded.

 

[S0ULZB0URNE]

Barely 2:1 software:hardware attach ration seems…low? Are they counting bundled MKW in this? Because if so…

Barely 2:1? It's over 2:1

 

[subzero83]

As someone who works on earnings releases and SEC filings for a Fortune 200 company this take is hilarious.

Maybe go back to wiiu and,see how laughable the forecasts were. The system was dead and they still kept a very high forecast and missed by millions.

 

[TKOFromTokyo]

15m never looked like a serious forecast anyway. Looked like a placeholder until they they could figure out what they could actually ship.

Likely a combination of that, inflation, and tariff concerns.

 

[TKOFromTokyo]

But the guy from SEC said that this is hilarious

It's hilarious that you suggest they forecast to manipulate fanboys and for marketing. Forecasts are made based on internal analysis and having conversations with the analysts following the company. Nintendo most likely had concerns about inflation, tariffs, and the supply chain or they wouldn't have set the initial forecasts at that level. It was probably conservative because the last thing you want is a big forecast miss and large hit to the stock price. That's a logical, reasonable take on their initial forecast, not the nonsense you spouted.

 

[Andyliini]

Did Hyrule Warriors underperform? It was announced as selling >1M in Koei Tecmo's FYQ3 results iirc. I'm not sure why Nintendo didn't include it here since they usually include all titles that sold at least 1M.

But maybe that's still worse than expected (?).

I don't think Nintendo has even reported Hyrule Warriors sales figures. I think it's because the game is published by Koei-Tecmo in Japan, Nintendo views it as a third party product.

EDIT: Oh, looks like they indeed reported on Age of Calamity. I didn't know that.

 

[Landr300]

because the last thing you want is a big forecast miss and large hit to the stock price

Oh boy

 

[blacktout]

The forecast is conservative to begin with, its smart to do that than to miss the forcast. Typical tactic by corporations.

Even if you believe that they intentionally set their initial forecast low, that doesn't account for the fact that they revised that forecast upwards by three million units and still appear to be about to meet or exceed that target.

It's silly to just keep essentially saying that their projections are fake as they revise them, because this is a tactic that you can use an infinite amount of times, with zero supporting evidence, in order to not have to revise your priors.

 

[Robb]

I don't think Nintendo has even reported Hyrule Warriors sales figures. I think it's because the game is published by Koei-Tecmo in Japan, Nintendo views it as a third party product.

See:

This entry specifically? Do you know why? They didn't do this with Age of Calamity.

, which is strange, because I think the publishing relationship was exactly the same for Age of Calamity (i.e. KT publishing in Japan and Nintendo elsewhere).

 

[Nintendo's Witch]

Why is El Capitan Todd being cum kissed? Have some shame ffs

 

[Inanilmaz]

Those numbers were insanely low to begin with especially for a console fully stocked for a holiday period and launch. We are in very front loaded environment imo. Looking at ps5/series and how they started and massive drop off. now look at even switch 2 massive start and now slowing down. You can even see the same for game sales totk and Mario wondwr were massively front loaded.

 

[BennyBlanco]

 

[Pataponpon]

Dios mio!

When you realize that the Switch 2 is pulling those numbers without an Animal Crossing, Zelda, 3D Mario and with a Pokémon game that is crossgen... the potential for this machine is scary

 

[NeoIkaruGAF]

Nice to see the original Switch has just become Nintendo's best selling console of all time.

Yeah. The dream is definitely dead to surpass the PS2, unless Nintendo cuts the price and makes the remaining units $149 or something. But at this point, they'd rather you buy a Switch 2 instead.
Also, the Switch DID ultimately reach the PS2 sales that were taken for granted for a decade before Jim Ryan pulled the 160 million card. And it did so without any definitive price cut, and without multimedia capabilities.

 

[NeoIkaruGAF]

The sales are great. BUT I would have expected higher holidays sales considering the momentum it had built up.

Not beating the SW1 first year holiday is strange (and that was one of SW1's lowest holidays).

Possible causes:

heavily-discounted PS5

Mostly this one. People got the chance to get prepared for GTA6.

 

[Luminoth-4545]

did a lot of folks buy these separately digitally????

I think Nintendo counted the physical double pack as a sale for each as well as digital sales. They did the same with Bayonetta 1 and 2 a few years back.