According to Thurrott.com, Nintendo just reported some staggering numbers for the quarter ending September 30, 2025. The company sold over 4.5 million Switch 2 consoles last quarter alone, pushing the total since its June 5th launch to a whopping 10.36 million units. This drove revenues to ¥527.7 billion (about $34 billion USD), a 90% year-over-year surge, while net income skyrocketed 270% to ¥102.9 billion. Because of this explosive success, Nintendo has dramatically revised its full-year Switch 2 sales forecast upward from 15 million to 19 million units. The company is reportedly asking manufacturers to produce 25 million consoles by March 2026 to keep up with demand.
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What This Means for the Gaming World
Look, these numbers are absolutely massive. Selling 10 million units of a brand new console in its first few months is the kind of success most competitors can only dream of. And here’s the thing: Nintendo is doing this while the original Switch is still moving nearly 2 million units. That’s a two-console strategy that’s actually working, which is basically unheard of in this industry.
So who loses when Nintendo wins this big? Basically everyone else. Sony and Microsoft are stuck in a brutal hardware cycle where their consoles are increasingly seen as expensive PCs, while Nintendo is over here printing money with a hybrid device that launched at a more accessible price point. The backward compatibility with OG Switch titles is a masterstroke—it instantly gave the Switch 2 one of the largest game libraries ever at launch. Mario Kart World moving nearly 10 million copies and Donkey Kong Bananza hitting 3.5 million shows that when you get the hardware right, the software just flies off the shelves.
Can They Actually Make Enough?
Now for the real question: can Nintendo actually manufacture 25 million units by March? That’s an incredibly aggressive target, especially considering the global supply chain issues that have plagued the tech industry for years. But if anyone has learned from the shortages that dogged the original Switch’s early years, it’s Nintendo. They’re clearly betting big that this demand isn’t just launch hype.
The fact that they’re publicly stating this manufacturing goal in their earnings report suggests they’re confident in their supply chain. Or maybe they’re trying to signal to investors that they’re being proactive about potential shortages. Either way, if they can actually hit that 19 million sales target, we’re looking at one of the most successful console launches in history.
