FINWIRES · TerminalLIVE
FINWIRES

任天堂2026财年利润预计增长52%;但警告称,由于Switch价格上涨,未来一年将面临严峻挑战

By

-- 任天堂(东京证券交易所代码:7974)2026财年净利润同比增长52%,主要得益于销售额的强劲增长,但预计未来一年业绩将有所下滑。 这家总部位于京都的游戏制造商周五向东京证券交易所披露,截至2026年3月31日的财年,其净利润从上一财年的2788亿日元增至4241亿日元。 这一数字超过了Visible Alpha分析师此前预测的4186亿日元。 每股收益从上一财年的239.47日元跃升至364.51日元。Visible Alpha分析师此前预测的每股收益为358.51日元。 营收飙升99%,从上一财年的1.165万亿日元增至2.313万亿日元。尽管有所增长,但这一数字仍未达到Visible Alpha分析师预测的2.322万亿日元。 包括硬件和软件在内的专用视频游戏平台销售额飙升107%,从1.084万亿日元增至2.240万亿日元。 其3月份发售的《精灵宝可梦:宝可梦世界》(Pokémon Pokopia)游戏硬件销量跃升至1990万台,而其《马里奥赛车世界》(Mario Kart World)软件销量(包括捆绑销售)达到1470万份。 任天堂表示,已上市10年的任天堂Switch游戏机销量总计380万台,较2025财年的1080万台下降65%。 由于电影相关收入下降,知识产权销售额同比下降9.7%至735亿日元。 其春季档电影《超级马里奥银河大电影》(Super Mario Galaxy Movie)上映前四周全球票房收入达8亿美元。 这家游戏制造商预测,2027财年净利润将暴跌27%至3100亿日元,销售额将下滑11%至2.050万亿日元,这其中已计入包括内存等零部件价格上涨和关税在内的1000亿日元的影响。 该公司表示,Nintendo Switch 2的销量在2026财年达到1990万台,预计2027财年将下降17%至1650万台,但这仍然表明该设备在上市第二年仍保持着“稳定的市场接受度”。 该公司预计,Nintendo Switch的销量在2027财年将下降47%至200万台。 此外,该公司于周五宣布调整其Nintendo Switch和Nintendo Switch 2游戏机在国内外的价格。 在日本,自5月25日起,Switch 2的价格将上涨20%,从49,980日元涨至59,980日元。Nintendo Switch的OLED版、标准版和Lite版的价格也将上涨。 在美国,任天堂将Switch 2的价格从449.99美元上调至499.99美元。这款新主机的价格调整将于9月1日起在加拿大和欧洲生效。 该公司维持了其Nintendo Switch在美国、加拿大和欧洲的价格不变,但警告称,其他地区的Switch 2和标准版Switch的价格可能会进一步调整。 任天堂宣布派发每股177日元的股息,是上一财年85日元股息的两倍多。2027财年,任天堂的股息可能达到每股162日元。

Related Articles

Research

Jefferies Upgrades Devon Energy to Buy From Hold, Adjusts Price Target to $62 From $53

Devon Energy (DVN) has an average rating of overweight and mean price target of $59.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$DVN
Mining & Metals

Telus Q1 Adjusted Earnings Edge Lower, But Beats Estimates

Telus (T.TO) reported Friday that first-quarter adjusted earnings edged lower but still beat forecasts.Adjusted net income, which most one-time items, contracted 8% to $356 million, or $0.23 per adjusted basic share, from $388 million, or $0.26 per share, in the prior year period. Analysts polled by FactSet had expected $0.22 per share.Consolidated operating revenue and other income edged down 1% to $5.0 billion, from $5.1 billion the year before, missing the $5.06 billion expected by analysts. Telus said higher consolidated service revenue growth of 1% was offset by lower Mobile equipment revenue and other income.The company reported total mobile and fixed customer growth of 262,000 driven by 12,000 mobile phone and 229,000 connected device net additions, along with 21,000 internet customer net additions, during the quarter.As of the end of the first quarter, healthcare lives covered in Telus Health were 169.6 million globally, up 93.1 million year over year. The increase also reflects the addition of 79.3 million lives covered from Telus' acquisition of Workplace Options last May. The company is reviewing strategic partnership opportunities for Telus and will use the proceeds from any monetization for deleveraging, chief executive Darren Entwhistle said.Telus will pay a regular quarterly dividend of $0.4184 per share on July 2, to shareholders of record on June 10.Telus separately announced that chief financial officer Doug French will retire on June 30. Gopi Chande, currently chief financial officer of Telus Digital and Telus Health, will assume the post on July 1. French will continue in an advisory capacity until July 31 and will chair the board of Telus' Terrion tower company.Telus shares were last seen down US$0.06, to US$12.84 in U.S. pre-market trading.

$T.TO
Asia

Market Chatter: Novo Nordisk India Sales Jump 40% in April After Wegovy, Ozempic Price Cuts

Novo Nordisk's diabetes and obesity drug sales recorded a sharp rise in India sales in April after it reduced prices of Wegovy and Ozempic to counter growing competition from generic semaglutide therapies, Bloomberg News reported Friday, citing Pharmarack data.Sales of Wegovy, Ozempic and partner-branded products climbed 40% monthly to 32,000 units in April, which was the first full month since the Danish pharmaceutical group lowered starter-dose prices by up to 48%, the report noted.India's overall GLP-1 market expanded 56% month over month in April to 414,000 units, driven by low-cost generic semaglutide products, the report noted. Eli Lilly remained the country's top-selling GLP-1 drugmaker.Novo Nordisk did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$^BSE$^NSEI