Consolidated Financial Highlights: Three Months Ended June 30, 2026

The consolidated financial results for the three months ended June 30, 2026, reflect a period of strategic transition and strong profitability for Nintendo. Despite a 9.5% year-on-year decline in net sales to 517.8 billion yen, the company achieved a significant 150.5% increase in operating profit, reaching 142.6 billion yen. This performance was driven by a favorable shift in the sales mix toward higher-margin software and the impact of non-recurring factors, including the refund of U.S. IEEPA tariffs. Ordinary profit rose by 115.1% to 206.2 billion yen, bolstered by foreign exchange gains and equity method earnings.

The company’s primary business focus remains its dedicated video game platform segment. The Nintendo Switch 2, now in its second year, recorded 3.82 million hardware units sold, supported by a steady software lineup including titles like Yoshi and the Mysterious Book and Star Fox. Simultaneously, the legacy Nintendo Switch platform maintained relevance with 0.66 million hardware units sold and strong software performance, notably from Tomodachi Life: Living the Dream. Digital sales grew by 90.0% to 132.7 billion yen, while the IP-related business saw a 107.4% increase to 34.8 billion yen, largely attributed to the success of The Super Mario Galaxy Movie.

Geographically, the company maintains a global footprint, with 77.9% of sales generated outside of Japan. As of June 30, 2026, total assets stood at 3,815.9 billion yen, with a capital adequacy ratio of 76.5%. Looking ahead, management has maintained its full-year financial forecast for the fiscal year ending March 31, 2027, projecting net sales of 2,050 billion yen and an operating profit of 370 billion yen. The strategy for the remainder of the year centers on expanding the installed base of the Nintendo Switch 2 through a robust release schedule and sustaining engagement across the existing Nintendo Switch ecosystem.