Nintendo Patents Watch

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Knowledge-based discourse

KPI Movements

Updated KPIs1 in today’s Management Policy Briefing compared to past data:

  • Annual Playing Users stopped declining and stayed flat (image 2)
  • Nintendo Accounts +34M YoY (image 3; indicating Switch user churn and/or mobile user growth)
  • NSO Members stayed flat too (image 4)
Corporate Management Policy Briefing for the Fiscal Year Ending March 2026 : Key Indicators Annual Playing Users 128M Nintendo Account 400M NSO Members 34M
Bar chart of Annual Playing Users from: Financial Results Explanatory Material 1st Quarter of Fiscal Year Ending March 2026
Corporate Management Policy Briefing for the Fiscal Year Ending March 2025 : Nintendo Account 366M
Corporate Management Policy Briefing for the Fiscal Year Ending March 2025 : NSO over 34M members

Considering that 2025 is a cross-gen year, the numbers above aren’t too shabby. The logarithmic NS1-to-NS2 adoption curve and 16% new users share (image below) also suggest that the migration is off to a smooth start.

Corporate Management Policy Briefing for the Fiscal Year Ending March 2026 : Transitioning to NS2 * 84% of them transitioned from Nintendo Switch * if we look at when these transitioning consumers first started playing Nintendo Switch, we see no concentration in any specific period
  1. As of 2025-09-30 ↩︎

[Originally posted on 2025-11-04 Pacific Time]