Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-18/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
Notton That's weird, because Switch 2 was the best selling console of 2025, and Dec 2025 in the US. It also sold quite well in Japan, their main market. matpiscatella.bsky.social/post/3mczdup376s2b View: https://bsky.app/profile/matpiscatella.bsky.social/post/3mczdup376s2b Reply
beyondlogic they are most likely cutting production more to do with they have to much stock. if they didn't sell the predicted units. switch 2 doesn't have a decent dedicated library yet slow adoption. Reply
Marlin1975 Notton said: That's weird, because Switch 2 was the best selling console of 2025, and Dec 2025 in the US. It also sold quite well in Japan, their main market. matpiscatella.bsky.social/post/3mczdup376s2b View: https://bsky.app/profile/matpiscatella.bsky.social/post/3mczdup376s2b yea but all the others were down as well. So being 1 of a bad year is still a bad year. On top of that hardware cost, memory/storage, are up so no point paying for product you can't sell and by the time you can those parts may be cheaper. Reply
bigdragon Not a surprise. Nintendo launched the Switch 2 too early. They did not have enough exclusive, must-have games to support the console. They also priced both the console and the games too high. US consumers are likely to pull back on video game purchases in 2026 because of the increasing energy and fuel prices too. The perfect storm is coming together to hurt Nintendo…at least in the US market. Reply
LordVile bigdragon said: Not a surprise. Nintendo launched the Switch 2 too early. They did not have enough exclusive, must-have games to support the console. They also priced both the console and the games too high. US consumers are likely to pull back on video game purchases in 2026 because of the increasing energy and fuel prices too. The perfect storm is coming together to hurt Nintendo…at least in the US market. It hurts the games industry as a whole. Would say it hurts Nintendo the least due to their cheap subscription and reliance on 1st party titles which give them a large margin vs PS and Xbox both of which rely on 3rd party significantly more. Reply
hotaru251 imagine releasing a console that has very few exclusives (let alone for the main target of nintendo fans) and most your games are on switch 1, and fact your new games are more expensive…and how some of the games people WOULD buy it for (i.e. mario kart) were so badly done they are no longer fun for average player as people abuse mechanics since launch day and its impossible to have a fair race unless you try hard. I own a Switch 2 (i own every nintendo console minus virtua boy & nano) but i barely play it and prefer my switch 1 games more. Reply
usertests hotaru251 said: I own a Switch 2 (i own every nintendo console minus virtua boy & nano) but i barely play it and prefer my switch 1 games more. Do you get any automatic performance benefits from running your Switch 1 games on Switch 2? Reply
Basaduir "…third-party developers might be discouraged from making new titles for the console owing to its smaller user base compared to other competitors like the Sony PlayStation and the Steam Deck." I'm sorry, but how many units of the Steam Deck have been sold? Reply
beyondlogic usertests said: Do you get any automatic performance benefits from running your Switch 1 games on Switch 2? most require a patch. sometimes its free sometimes its a so called upgrade for a new extra pounds etc Reply
beyondlogic Basaduir said: "…third-party developers might be discouraged from making new titles for the console owing to its smaller user base compared to other competitors like the Sony PlayStation and the Steam Deck." I'm sorry, but how many units of the Steam Deck have been sold? steam deck is different its still on the steam platform which is a incentive for company's to make it compatible Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/video-games/handheld-gaming/SPONSORED_LINK_URL
- https://www.tomshardware.com/video-games/handheld-gaming/nintendo-reportedly-plans-to-cut-switch-2-production-by-33-percent-after-a-lackluster-holiday-season-gaming-giant-slashes-2-million-units-from-planned-output#main
- https://www.tomshardware.com/subscription
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- AMD's Enterprise CPU and GPU roadmap: Venice, Verano, Zen 6, Helios, and CDNA
Informational only. No financial advice. Do your own research.