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任天堂Nintendo(NTDOY)2026财年第二季度财报「OTC」(英文版)(20页).pdf

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1、Financial Results Explanatory Material2nd Quarter of Fiscal Year Ending March 2026Nintendo Co.,Ltd.November 4,20251Ni n t e n do Co.,Lt d.11.Consolidated Financial Results and Outlook2Ni n t e n do Co.,Lt d.2Consolidated Financial HighlightsComparisonFY26/Q1-Q2FY25/Q1-Q2%+110.1bn yen1,099.5bn yen523

2、.2Net sales%+19.5bn yen145.1bn yen121.5Operating profitpt.-10.0%13.2%23.2Operating profit ratio%+60.5bn yen236.0bn yen147.1Ordinary profit%+83.1bn yen198.9bn yen108.6Net profitpt.-2.7%18.1%20.8Net profit ratio Net profit:Profit attributable to owners of parent FY=Fiscal YearFY26/Q1-Q2 indicates the

3、period between April 1,2025 and September 30,2025.3For the first half of the fiscal year,net sales increased by 110.1%year-on-year to1,099.5 billion yen,operating profit increased by 19.5%to 145.1 billion yen,ordinaryprofit increased by 60.5%to 236.0 billion yen,and profit attributable to owners ofp

4、arent increased by 83.1%to 198.9 billion yen.Ni n t e n do Co.,Lt d.3Consolidated SalesComparisonFY26/Q1-Q2FY25/Q1-Q2%+110.1bn yen1,099.5bn yen523.2Net sales%+119.7bn yen1,066.1bn yen485.2Dedicated video game platform*1%-12.4bn yen33.3bn yen38.0IP related income,etc.*2*1 Includes hardware(including

5、accessories and amiibo),andsoftware(including downloadable versions of packaged software,download-only software,add-on content,and Nintendo Switch Online).*2 Includes income from visual content,smart-device content,royaltiesand merchandise sales at official stores.Effect of changes in foreign exchan

6、ge rateson net sales:-24.1 billion yen20.5%40.8%23.9%14.8%FY26/Q1-Q2 Regional Sales RatioJapanThe AmericasEuropeOtherProportion of sales outside Japan:79.5%4 Hardware sales increased significantly in this half-year period due to the launch ofNintendo Switch 2.The fact that Nintendo Switch 2 has a hi

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- 财年第二季度净销售额同比增长110.1%至1099.5亿日元,营业利润同比增长19.5%至145.1亿日元。 - 硬件销售因Nintendo Switch 2的推出而大幅增长,销售额同比增长119.7%至1066.1亿日元。 - IP相关业务收入同比下降12.4%至33.3亿日元,主要由于《超级马里奥兄弟》电影的收入下降。 - 毛利润同比增长25.3%至398.4亿日元,但毛利率下降24.6个百分点至36.2%。 - 销售和一般管理费用同比增长29.0%至253.2亿日元,但销售比率下降14.5个百分点至23.0%。 - 普通利润同比增长60.5%至236.0亿日元,归属于母公司所有者的利润同比增长83.1%至198.9亿日元。 - 调整后的财年销售额预测为2250.0亿日元,营业利润为370.0亿日元,普通利润为460.0亿日元,归属于母公司所有者的利润为350.0亿日元。
"Switch 2销量如何?" "Nintendo利润增长惊人!" "数字销售占比下降,原因何在?"
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