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There is no denying that the Switch 2 is crushing it. Its sales in the US are pacing 45% ahead of the original Switch over its first four months and most consoles in history. No data exists in a vacuum, though, and Switch 2 sales came in weaker than expected in certain overseas markets for the latest quarter, Nintendo said in February. Now, a report from Bloomberg claimed Nintendo is cutting Switch 2 production by 30% after weaker-than-expected demand during the holidays.
At the same time, the reporting said Nintendo remained on track to ship its forecasted 19 million Switch 2 units by the end of March, and in fact, the system is expected to reach the 20 million units that analysts are projecting. Nintendo, like other companies, is known to post intentionally conservative estimates in part so it can generate positive headlines when it exceeds them. As of December 31, Nintendo had sold 17.37 million Switch 2 consoles, so the 19 million forecast seems to be certainly on track.
These data points seem at odds with each other–Switch 2 is one of the fastest-selling systems ever, yet the production cut and the performance of Nintendo’s stock over the last six months

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