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24x7Report > Blog > Finance > Nintendo (NTDOY) Shows How Switch 2 Software Sales Are Shaping the New Console Cycle
Finance

Nintendo (NTDOY) Shows How Switch 2 Software Sales Are Shaping the New Console Cycle

Last updated: 2026/06/16 at 3:45 PM
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Nintendo (NTDOY) Shows How Switch 2 Software Sales Are Shaping the New Console Cycle
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Nintendo Co., Ltd. (OTC:NTDOY) is one of the best e-gaming and sports betting stocks to buy now. The company’s stronger investor story is the scale of the Switch 2 cycle and the software monetization already forming around it. In its May 8 financial materials, Nintendo said Switch 2 hardware sales totaled 19.86 million units in the fiscal year ended March 2026, while Switch 2 software sales reached 48.71 million units.

That matters because Nintendo is not only selling hardware; it is building a new software base. Mario Kart World sold 14.70 million units, Donkey Kong Bananza sold 4.52 million units, and Pokémon Legends: Z-A – Nintendo Switch 2 Edition sold 3.94 million units. Digital sales also rose 25.0% year over year to 407.6 billion yen and accounted for 54.6% of dedicated video game platform software sales, giving Nintendo a larger direct monetization layer around its console ecosystem.

Nintendo (NTDOY) Shows How Switch 2 Software Sales Are Shaping the New Console Cycle
Nintendo (NTDOY) Shows How Switch 2 Software Sales Are Shaping the New Console Cycle

Antonio Guillem/Shutterstock.com

The risk is cost pressure. Reuters reported on May 8 that Nintendo plans Switch 2 price increases in several markets as memory costs, tariffs, and exchange rates weigh on profitability. Still, Nintendo expects Switch 2 software sales to rise to 60.00 million units in the fiscal year ending March 2027, even as hardware sales normalize after a strong launch year.

Nintendo Co., Ltd. (OTC:NTDOY) develops, manufactures, and sells video game hardware and software, including the Nintendo Switch family of systems and games built around franchises such as Mario, Zelda, Pokémon, Donkey Kong, and Animal Crossing.

See also  Truist Lifts Price Target on First American (FAF) Following Solid Q3 Performance

While we acknowledge the potential of NTDOY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

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TAGGED: console, cycle, Nintendo, NTDOY, Sales, Shaping, shows, Software, Switch

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