任天堂最新财报显示，第二季度利润同比激增53.5%至147.4亿日元，远超分析师预期的77.8亿日元[1]。这一增长主要得益于美国最高法院裁定特朗普去年实施的关税非法后，该公司获得的约100亿美元退款支持[1]。这笔退款代表任天堂已缴纳关税总额165亿美元的60%[1]。尽管销售收入同比下跌10%至517.8亿日元[1]，但关税退款补偿了营收下滑的影响。
在业务表现方面，Switch 2的销售表现保持强劲，Switch 2软件销售同比增长9.2%[2]。此外，任天堂股价在财报公布后上涨2.87%[1]。
然而，该公司面临消费者集体诉讼的挑战[1]。原告指控任天堂利用关税提高产品价格，但在获得美国关税退款后未将这笔收益返还给消费者[1]。
Nintendo reported a dramatic surge in second-quarter profits, with net income climbing 53.5% to 147.4 billion yen, significantly exceeding analyst expectations of 77.8 billion yen.[1] The company's operating profit reached 142.5 billion yen—approximately $902 million—representing a 150.5% increase compared to the prior year's 56.9 billion yen.[2] Despite a 10% decline in sales revenue to 517.8 billion yen,[1] the gaming giant's financial performance was buoyed by approximately $100 billion in tariff refunds from the United States, which represents 60% of the $165 billion in tariffs the company had previously paid.[1]
The refunds stemmed from an American Supreme Court ruling that deemed former President Trump's tariffs from the previous year unlawful.[1] Switch 2 software sales remained strong, climbing 9.2% year-over-year,[2] while popular titles including The Legend of Zelda and Star Fox maintained stable performance.[1] Nintendo's stock price rose 2.87% following the earnings announcement.[1]
However, the company faces a class-action lawsuit from consumers alleging that Nintendo raised prices by leveraging the tariffs but failed to pass the refunds on to buyers.[1]
