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Nintendo FY3/2019 Q4 Earnings: Switch just shy of 35 million sold worldwide (million sellers, estimates, software totals, and MUCH more)

Nintendo continues to pull in big bucks
by rawmeatcowboy
25 April 2019
GN Version 5.0

Nintendo's Nintendo FY3/2019 Q4 Earnings Report has come in, and you can check a full breakdown of all the data below.

| This Quarter | FY Cumulative |FY3/19 Forecast|FY3/20 Forecast|
+------------------------------------------------------------------------------------------+
| Net Sales | ¥203,265M | ¥1,200,560M (~$B)| ¥1,200,000M | ¥1,250,000M |
| Operating Income| ¥29,672M | ¥249,701M (~$B)| ¥225,000M | ¥260,000M |
| Net Profit | ¥25,224M | ¥194,009M (~$B)| ¥165,000M | ¥180,000M |

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+-------------------------------------------------------------------------------------------------+
| Switch | This Quarter | FY Cumulative | LTD |FY3/19 Forecast|FY3/20 Forecast|
+-------------------------------------------------------------------------------------------------+
| Hardware (units)| 2.46M | 16.95M | 34.74M | 17.0M | 18.0M |
| Software (units)| 23.91M | 118.55M | 187.52M | 110.0M | 125.0M |
+---------------------------------------------------------------------------------+
(Software sales units include both packaged and downloadable versions of software.)

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+-------------------------------------------------------------------------------------------------+
| 3DS | This Quarter | FY Cumulative | LTD |FY3/19 Forecast|FY3/20 Forecast|
+-------------------------------------------------------------------------------------------------+
| Hardware (units)| 0.24M | 2.55M | 75.08M | 2.6M | 1.0M |
| Software (units)| 2.14M | 13.22M | 378.12M | 13.0M | 5.0M |
+---------------------------------------------------------------------------------+
(Software sales units include both packaged and downloadable versions of software.)

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+------------------------------------------------------------------------+
| | This Quarter | FY Cumulative |
+------------------------------------------------------------------------+
| Smart devices, IP related income, etc.| ¥12,624M | ¥46,008M |
+------------------------------------------------------------------------+
(Includes income from smart-device content and royalty income.)

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+--------------------------------------------------------------------------+
| | This Quarter | FY Cumulative |
+--------------------------------------------------------------------------+
| Proportion of overseas sales | 78.7% | 77.9% |
+--------------------------------------------------------------------------+
(※ Proportion of overseas(outside of Japan) sales to total sales)
+--------------------------------------------------------------------------+
| Proportion of hardware sales | 51.1% | 58.4% |
+--------------------------------------------------------------------------+
(※ Proportion of hardware(including accessories) sales to total dedicated videogame platform sales)
+--------------------------------------------------------------------------+
| Proportion of first party software sales | 80.3% | 83.8% |
+--------------------------------------------------------------------------+
(※ Proportion of first-party software sales to total dedicated video game software sales)
+--------------------------------------------------------------------------+
| Digital Sales | ¥34.6B | ¥118.8B |
+--------------------------------------------------------------------------+
(※ Digital sales include downloadable versions of packaged software, download-only software, add-on content and Nintendo Switch Online.)
+--------------------------------------------------------------------------+
| Proportion of Digital Sales | 37.2% | 24.8% |
+--------------------------------------------------------------------------+
(※ Proportion of digital sales to total dedicated video game software sales )

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+-------------------------------------------------------------------------------------------------+
| Title | FY Japan | FY Overseas | FY Global | Global LTD |
+-------------------------------------------------------------------------------------------------+
| Donkey Kong Country: Tropical Freeze | 0.29M | 1.96M | 2.25M | 2.25M |
| Mario Tennis Aces | 0.55M | 2.09M | 2.64M | 2.64M |
| Mario Kart 8 Deluxe | 0.89M | 6.57M | 7.47M | 16.69M |
| The Legend of Zelda: Breath of the Wild | 0.47M | 3.83M | 4.3M | 12.77M |
| Super Mario Oddysey | 0.34M | 3.7M | 4.04M | 14.44M |
| Splatoon 2 | 0.83M | 1.86M | 2.69M | 8.7M |
| Octopath Traveler | 0.0M | 1.17M | 1.17M | 1.17M |
| Super Mario Party | 1.22M | 5.18M | 6.4M | 6.4M |
| Pokémon Let's Go Pikachu/Eevee | 1.93M | 8.7M | 10.63M | 10.63M |
| Super Smash Bros. Ultimate | 3.53M | 10.28M | 13.81M | 13.81M |
| Nintendo Labo Toy-Con 01: Variety Kit | 0.33M | 0.76M | 1.09M | 1.09M |
| Captain Toad: Treasure Tracker | 0.24M | 0.94M | 1.18M | 1.18M |
| Mario Kart 7 (3DS) | 0.07M | 1.15M | 1.21M | 18.26M |
| New Super Mario Bros. U Deluxe | 0.69M | 2.63M | 3.31M | 3.31M |
| Kirby Star Allies | 0.36M | 0.94M | 1.3M | 2.56M |
| Yoshi's Crafted World | 0.14M | 0.96M | 1.11M | 1.11M |
+---------------------------------------------------------------------------------------------------+

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+--------------------------------------------------+
| Switch HW Shipments WW | Units | Percentage |
+--------------------------------------------------+
| Japan | 8.23M | 24% |
| The Americas | 14.01M | 40% |
| Other | 12.5M | 36% |
+--------------------------------------------------+

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+----------------------------------------------------------------+
| New Titles (Switch) | This Quarter | FY Cumulative | LTD |
+----------------------------------------------------------------+
| Japan | 53 | 215 | 298 |
| The Americas | 68 | 280 | 385 |
| Other | 64 | 269 | 379 |
+----------------------------------------------------------------+

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+----------------------------------------------------------------------+
| Switch - Top Selling Titles (units) | This Quarter| LTD |
+----------------------------------------------------------------------+
| Mario Kart 8 Deluxe | 1.67M | 16.69M |
| Super Mario Odyssey | 0.68M | 14.44M |
| Super Smash Bros. Ultimate | 1.73M | 13.81M |
| The Legend of Zelda: Breath of the Wild | 1.09M | 12.77M |
| Pokémon Let's Go Pikachu/Eevee | 0.63M | 10.63M |
| Splatoon 2 | 0.43M | 8.7M |
| Super Mario Party | 1.1M | 6.4M |
| New Super Mario Bros. U Deluxe | 3.31M | 3.31M |
| 1-2-Switch | 0.11M | 2.97M |
| Mario Tennis Aces | 0.11M | 2.64M |
+----------------------------------------------------------------------+

-----------------------

+----------------------------------------------------------------------+
| 3DS - Top Selling Titles (units) | This Quarter| LTD |
+----------------------------------------------------------------------+
| Mario Kart 7 | 0.15M | 18.26M |
| Pokémon X/Y | 0.02M | 16.39M |
| Pokémon Sun/Moon | 0.01M | 16.15M |
| Pokémon Omega Ruby/Alpha Sapphire | 0.02M | 14.19M |
| New Super Mario Bros. 2 | 0.08M | 13.16M |
| Super Mario 3D Land | 0.09M | 12.5M |
| Animal Crossing: New Leaf | 0.11M | 12.21M |
| Super Smash Bros. for Nintendo 3DS | 0.04M | 9.49M |
| Pokémon Ultra Sun/Ultra Moon | 0.09M | 8.37M |
| Tomodachi Life | 0.05M | 6.45M |
+----------------------------------------------------------------------+

Release Date Schedule: First and Third Party

Various tidbits

- total number of million-seller titles during this fiscal year is 23
- Switch hitting 16.95 million units sold this fiscal year was a 12.7% increase year-on-year basis
- Switch hitting 118.55 million software units sold this fiscal year was a 86.7% increase year-on-year basis
- 3DS sales hitting 2.55 million units this fiscal year was a 60.2% decrease year-on-year
- 3DS hitting 13.22 million software units this fiscal year was a 62.9% decrease year-on-year
- NES/SNES Classic saw total sales of 5.95 million units combined
- sales of download versions of packaged software and download-only software for Switch brought in 118.8 billion yen
- this was a 95.4% increase year-onyear
- mobile income was 46.0 billion yen, a 17.0% increase year-on-year
- total net sales reached 1,200.5 billion yen, of which overseas sales were 934.8 billion yen or 77.9%
- operating profit came to 249.7 billion yen
- ordinary profit was 277.3 billion yen and profit attributable to owners of parent totaled 194.0 billion yen.
- retained earnings are for effective use in research of new technology and development of new products and services,
capital investments and securing materials, enhancement of selling power including advertisements, strengthening of network
infrastructure, and treasury share buyback whenever deemed appropriate
- major titles from other software publishers are scheduled to be released
- for 3DS, Nintendo will continue to leverage the platform’s rich software library to appeal to consumers
- for the fiscal year ending March 31, 2020, Nintendo expects to see results of 1,250.0 billion yen in net sales, with
260.0 billion yen in operating profit, 260.0 billion yen in ordinary profit, and profit attributable to owners of parent of 180.0 billion yen

Notes on management changes and retirements

[Link, Link, Link]