According to Kotaku, Nintendo revealed the Switch 2 has sold over 10 million units in its first three months, making it the fastest-selling console launch ever. President Shuntaro Furukawa told investors the company is shifting its “primary development focus” to Switch 2 while continuing original Switch production. The presentation confirmed 84% of Switch 2 buyers previously owned a Switch, with sales evenly distributed across the original console’s entire lifecycle. Nintendo also announced a Mario movie sequel for 2026 and live-action Zelda adaptation for 2027, plus plans to maintain its $13 billion cash reserves for acquisitions and development.
The Platform Transition Strategy
This is actually pretty fascinating. Nintendo is doing something we haven’t seen much in recent console generations – they’re clearly signaling a shift to the new platform while keeping the old one alive. They’re not doing the PS4-to-PS5 thing where big first-party games kept coming to both systems for years. Basically, if you’re expecting Metroid Prime 4: Beyond on your original Switch, I wouldn’t hold my breath.
But here’s the thing – they’re not killing the Switch 1 either. If people keep buying it, they’ll keep making it. That’s smart business when you’ve got over 130 million units out in the wild. Third-party publishers will likely support the platform for years just because the install base is massive. It’s a graceful transition rather than a hard cutover.
Third-Party Support Actually Matters Now
This might be the biggest shift in Nintendo’s strategy. They’re openly boasting about having the “largest third-party software lineup for a new Nintendo hardware ever.” We’re talking Cyberpunk 2077 ports and Resident Evil games launching day-and-date on a Nintendo console for the first time in decades.
Remember the Wii U? That thing struggled to get third-party support. Even the Switch early days were pretty lean on that front. Now Nintendo seems to be actively courting outside publishers, and it’s working. This could completely change the perception of Nintendo hardware being just for Nintendo games.
The Movie Universe Is Happening
Following the billion-dollar success of The Super Mario Bros. Movie, Nintendo isn’t just dipping toes in Hollywood – they’re diving in headfirst. We’ve got confirmed sequels and a Zelda live-action adaptation, but the investor presentation showed two additional slots with question marks. That basically confirms more movies are coming.
There’s already rumors about a Donkey Kong movie, and honestly, why stop there? The company sits on a goldmine of recognizable characters. Pikmin, Animal Crossing, Kirby – they’ve got decades of IP that could translate to screen. This feels like Nintendo building its own Marvel-style universe, just with plumbers and elves instead of superheroes.
What This All Adds Up To
Nintendo’s sitting on $13 billion in cash and they’re not afraid to use it. They’re talking about acquisitions and securing more development time for games like Metroid Prime 4. That’s a company that’s learned from its past mistakes and is playing the long game.
The even sales distribution across Switch 1’s entire lifecycle tells you something important – this isn’t just the hardcore early adopters upgrading. People who bought Switches last year are moving to Switch 2 at the same rate as those who bought in 2017. That suggests Nintendo’s built incredible brand loyalty and trust.
So where does this leave us? With a company that’s executing nearly perfectly on multiple fronts – hardware transition, third-party relationships, media expansion, and financial stability. The Switch era might just be getting started, and honestly? Their investor presentation makes it clear they’re just getting warmed up.
