[Reacting to Bloomberg report: Nintendo Seeks to Top Conservative Switch Forecast by About 20%] Last June, using some back-of-the-envelope math I correctly estimated Nintendo’s plan to sell 20M Switch 2 units despite of its outwardly 15M forecast. This year due to the component costs surge I dare not do the same.
Regardless, Nintendo’s inventory level at the end of FY2026-03 is 11% higher than of a year ago (¥539.8B vs. ¥486.4B), back when the company was stockpiling for the impending Switch 2 launch. So it really isn’t a great revelation that they are again aiming to overshoot the 16.5M hardware forecast.
[Originally posted on 2026-05-21 Pacific Time]
