Switch 2 is ahead of Switch 1 on hardware, but the old console is hard to follow
Game File's Stephen Totilo compares Nintendo's two consoles six quarters in. Switch 2 has sold 26.4 million units against 19.7 million for the original Switch, but its software lags: 73.2 million games against 86.9 million. Nintendo said Switch 2 sales have been slower this year than last, after a price rise in its second year that the Switch 1 never had.
Totilo argues the software gap is hard to read because Switch 2 owners can play Switch 1 games, and Nintendo does not say how many do. Mario Kart 8 Deluxe (470,000), Super Smash Bros. Ultimate (360,000) and Animal Crossing: New Horizons (340,000) all sold well in July-September, against 270,000 for Donkey Kong Bananza. He adds that Switch 1's early lineup included an all-time Zelda, Mario and Mario Kart, which Switch 2 does not yet have. Analyst Serkan Toto told him Nintendo is almost a victim of its own success, and that he doubts Switch 2 will match its predecessor's software total.
CounterpointToto himself calls the framing a bit ridiculous, since Switch 2 is selling well despite higher hardware and software prices. Nintendo could also argue that strong Switch 1 sales to new owners keep players in its ecosystem, which is a benefit rather than a problem.