Nintendo to sell 15m Switch 2 units, predicts 13% profit boost

🎮 Nintendo Turns Up the Power: Switch 2 Set for Record First-Year Output • Nintendo has asked suppliers to produce up to 25 million units of the new Switch 2 by March 2026 — signaling confidence that demand will smash analyst estimates. • Assembly began late 2024, and momentum is peaking after a blockbuster launch and aggressive holiday ramp-up. • 📈 Alpha Binwani Capital expects~20 million units shipped this fiscal year — far ahead of consensus 17.6 million — putting Nintendo on track to outperform its own modest forecast. • 💰 The $450 console is central to Nintendo’s next growth wave, with the company doubling marketing spend to capture early adoption and sustain sell-through. • 🕹 Shares have soared over 50% YoY, reflecting investor conviction that the Switch 2 could reset the benchmark for global gaming hardware demand. #Nintendo #Switch2 #GamingStocks #JapanEquities #ConsumerTech #EarningsSeason #AlphaBinwaniCapital #MarketInsight #RetailDemand #GrowthStocks

Nintendo plans to produce 25M Switch 2 units and aims to sell 20M this year, but sales may not surpass the original Switch's peak. 🎮📉

Nintendo has reportedly asked suppliers to produce 25 million Switch 2 units by March 2026, suggesting significant sales aspirations. Analysts, including Nathan Naidu, expect this move to easily surpass earlier predictions of 17.6 million sales, possibly hitting 20 million. First month figures show 5.8 million sales, double the original Switch's launch. Nintendo's strategies are marked to capitalize on trends and push stock share growth despite possible tariff challenges. #ConsoleGaming #Industry #Growth https://lnkd.in/eKSTVE7v

News from this week: at the Tokyo Game Show, Sony shared the most recent results plans of PlayStation business, including: - The best generation ever (in revenue) - Big share of Premium sales - 79% of PS Store sales happening outside of Japan. And Sony's long-term plan - to make PS Store a one-stop shop for physical/digital gaming-related goods. (source: https://lnkd.in/eZdUURFg)

Nintendo Co (TYO:7974) has asked suppliers to produce as many as 25 million units of its next-generation Switch 2 console by the end of March 2026, aiming for record first-year sales of the gaming device, Bloomberg reported on Friday, citing people familiar with the matter. The Japanese company is pushing manufacturing partners to ramp up output following strong initial demand since production began late last year, the report said. Nintendo expects robust holiday sales and plans to adjust final production targets after assessing consumer response during the peak shopping season, it added. The ambitious plan suggests Nintendo could easily top analysts’ forecasts of 17.6 million units sold in the current fiscal year, with its assembly partners projecting shipments closer to 20 million, Bloomberg said. The Kyoto-based firm has doubled its marketing budget since the console’s June launch to ensure momentum continues into 2025. #fx #stocks #indices #metals #CFDs #cryptos #futures #options #enegy Click to open an account👇 https://lnkd.in/gnT5fuKM

Apple will begin selling the PlayStation VR2 Sense Controllers starting November 11 for $250, which includes Sony's official charging stand. This move follows the visionOS 26 update for Apple Vision Pro, which introduced support for these controllers. Key features supported include 6DoF positional tracking, capacitive finger touch detection, and basic vibration. It's important to note that the controllers' precision haptics and unique resistive triggers are not supported on the Vision Pro. This integration aims to bring a new class of games to Vision Pro, with early titles like "Ping Pong Club" and "Pickle Pro" already leveraging this compatibility. How do you foresee this expanded controller support impacting the development ecosystem for Apple Vision Pro? #VRTech #AppleVisionPro #PSVR2 #XRDevelopment #TechNews #explorewithquest #QuestCreatorPartner

According to insider and analyst Kepler_L2, Sony’s PlayStation 6 may launch at roughly $600, while Microsoft’s next-gen Xbox could reach a staggering $1,200 — potentially marking the biggest price gap between the two consoles in history.

🎮💬 Tech brands: Xbox dominating Twitch chat 💬🎮 In September, Xbox had 584K chat mentions on Twitch, way ahead of Apple (356K) and Beats Audio (219K). The big events for Xbox were game showcases at Tokyo Game Show (Forza Horizon 6 anyone..? 🏎️) and a full blog update on things like the ROG Xbox Ally. Meanwhile, Xbox hardware, Game Pass additions, and exclusive titles continued to produce a steady heartbeat of conversation. We also saw some anticipatory rumbles about that Game Pass price update that was officially announced in October... 💰 Interestingly, PlayStation trailed behind at 206K mentions despite similar announcements in September... but combining this with Sony's count of 96K mentions bolsters this number for a better reflection of the console's current hype 🕹️ As brands look to engage audiences where conversations happen in real time, Twitch remains the go-to arena for organic tech buzz. But there are plenty of other ways brands are standing out: Find out here ➡️ https://buff.ly/xIFhbQv

🔍 PS6 Manufacturing Schedule Leaks, Suggest Sony Eyes 2028 Launch A leaked document acquired by insiders suggests that production plans for PlayStation 6 are already underway, with a manufacturing timeline targeting a 2028 release. The leak outlines stages like component sourcing, prototype shipments, and initial assembly batches — hinting that Sony is quietly ramping up behind the scenes. If this schedule is accurate, it signals that Sony is working well ahead of time — years before launch — to ensure supply chain readiness, component availability, and yield optimization. With global semiconductor constraints still impacting tech hardware broadly, building a buffer into the PS6 rollout could help avoid the stock and logistics headaches that plagued earlier console generations. From a strategic perspective, the leak also underscores how competitive the next console generation will be. Microsoft, Nintendo, and other platforms are already pushing boundaries in handheld-PC hybrids and cloud tech — a 2028 PS6 will need strong hardware, exclusive IP, and seamless ecosystem integration to stay ahead. For fans, it stokes excitement and speculation: What will VR, neural input, or backwards compatibility look like in Sony’s next big leap? 👉 If PS6 launches in 2028, what feature or innovation would you expect it to bring — full backward compatibility, AI-assisted gaming, or something even wilder? #PlayStation6 #Sony #GamingNews #ConsoleLeak #NextGenGaming #2028Launch

Sony Stock Slips After Former Exec Calls for PlayStation Strategy Shift Sony shares dipped slightly Tuesday after former PlayStation executive Shuhei Yoshida urged the company to rethink its hardware and software approach. Speaking on the Friends Per Second podcast, Yoshida said PlayStation “cannot do the same thing they have been doing,” referring to the company's focus on increasingly powerful consoles and high-end games. He warned that gaming may be hitting a technical plateau—where higher frame rates and graphical upgrades are no longer visibly impactful—making it harder to justify new hardware purely on performance improvements. Meanwhile, competitors are taking different paths. Microsoft is leaning into digital content and subscriptions through Game Pass, while Nintendo continues to focus on portability and fun-first gameplay with its Switch 2. Despite the critique, Sony stock remains up over 41% year-to-date and 63% over the past 12 months. Analysts maintain a Moderate Buy rating with a price target of $32.50, suggesting an 11.38% potential upside. Read more at TipRanks https://lnkd.in/grb2Mk82