Overview
- Nintendo, which Bloomberg reported Tuesday had trimmed this quarter’s plan to 4 million units from 6 million, expects the slower pace to extend into April.
- Sources tied the pullback to softer holiday demand in the United States even as sales stayed stronger in Japan.
- The reporting indicates Nintendo still targets about 19 million Switch 2 sales for the fiscal year ending this month and remains positive on longer-term prospects.
- Pokémon Pokopia sold roughly 2.2 million copies in four days, yet Nintendo is waiting to see if that momentum endures before increasing console output.
- Investors reacted to the production cut, with shares falling as much as about 6% in Tokyo, while outlets varied in tone from market concern to Polygon’s call for restraint.