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Nintendon osavuosikatsaus!
Nintendo Switch as of March 31, 2025.
Hardware: 152.12 million units.
Software: 1,391.23 million units.

Nintendo Switch - 152.12M
Mario Kart 8 Deluxe - 68.2M
Animal Crossing NH - 47.82M
Smash Bros Ultimate - 36.24M
Zelda BOTW - 32.81M
Super Mario Odyssey - 29.28M
Pokemon S&V - 26.79M
Pokemon SwSh - 26.72M
Zelda TOTK - 21.73M
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Knoebel

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Knoebel
 
Sonyn peliosaston osavuosikatsaus! Daniel Ahmad juontaa.

Sony reported very strong results for its games segment in the FY ending March 31, 2025. This was also the gaming segments most profitable year on record, continuing the profitability trend of the PS5 era, and next year (orange bar) is forecasted to be even better. Getting back to PS4 gen margins
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PlayStation continues to see the digital download ratio for full game sales increase, reaching 76%. However, that still means 73 million packaged games were sold in FY24/25. What's more notable is Sony generated over $4.4 billion from subscriptions and ads (PS+).
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On the orange elephant in the room, Sony expects a 100 billion yen ($700m) impact across its business this FY if the tariffs return to April 2 levels after the 90 day pauses. The uncertainty around tariffs has led Sony to stockpile PlayStation consoles in the US. Approx 3 months supply.
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Sony is now considering raising the price of the console. Thankfully the 90 day pauses on tariffs gives them some time to work out the exact impact. Assuming no reversal, I'd expect the price of the console to rise in the US before the end of Q3. Sony's hw forecast for FY25/26 is conservative atm
Daniel Ahmad Bluesky
 
Circana huhtikuu 2025 (Circana on entinen NPD, mittaa Amerikan myyntejä)
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Mat Piscatella Bluesky

PlayStation 5 dollar sales declined 5% in April compared to a year ago, but the platform once again led the hardware market in both dollar and unit sales. Switch hardware spending fell 37% in April vs YA, while Xbox Series grew 8%.
Mat Piscatella Bluesky

No Expedition 33!?
Cobble Bluesky (hyvä huomio)
 
Circana huhtikuu 2025 (Circana on entinen NPD, mittaa Amerikan myyntejä)
Tähän vielä huomionarvoisena lisäyksenä, että tilauspalveluiden kulutus nousi 18% vuoden takaiseen. Epäilemättä Game Passin hurjalla viime aikojen tarjonnalla (Oblivion Remastered, Expedition 33, South of Midnight, Doom the Dark Ages, Atomfall, EA Sports College Football 25, Blue Prince, Towerborne jne.) on tähän ainakin jonkin verran vaikutusta.
 
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