The “very low” sales of other third-party games stands in contrast to the eye-popping numbers for, say, Mario Kart World, where a staggering 80% of console sales had Nintendo’s racer bundled into the purchase. There’s a good chance the other 20% got Mario Kart as well, just purchased separately.

Nintendo Co. shares rallied the most in two months to a fresh record as investors increased their focus on the firm’s strong sales growth as a shelter from global volatility.