A couple of noteworthy points from the FY2026-03 results Q&A:
Firstly, there were talks that Nintendo might raise prices again next year according to the Japanese Q&A transcript. It didn’t read that to me, but I wanted to wait for the official English version to respond. It’s here, and as my own translation, Furukawa was talking about 2028 (“what comes after” next year).
For people less familiar with corporate speak, Nintendo “recognizing” an impact for this year and next indicates that they baked 2-year profitability projection in the new pricing. Of course, if things get progressively worse (e.g., the US starting yet another war), the plan can go awry.
The second is that Nintendo seems to be prepared for a long cross-gen period from Switch 1 to Switch 2.
I believe it is important […] to expand the entire software business, including titles for both Nintendo Switch and Nintendo Switch 2, instead of focusing only on sales of Nintendo Switch 2 software.
approximately 40% of [Tomodachi Life: Living the Dream] players are Nintendo Switch 2 owners. We believe that the release of these new titles has invigorated engagement on both hardware platforms.
we will […] encourage people to transition to Nintendo Switch 2 at their own pace. In that context, we will work to increase the Nintendo Switch 2 installed base over the medium to long term
I suspect that Nintendo’s acquisition of Shiver Entertainment and investment in Forever Entertainment were part of the plan to further extend support for Switch 1.
[Originally posted on 2026-05-13 Pacific Time]
