6 replies to this topic

[Raiden]

http://www.nintendo....015/150128e.pdf

Nintendo Q3 Results:

Net Sales: 271.521¥ billion yen
Operating Income: 31.40¥ billion yen
Net Income: 45.215¥ billion yen

Nintendo Full-Year Guidance:

Net Sales: 550¥ billion yen (↓)
Operating Income: 20¥ billion yen (↓)
Net Income: 30¥ billion yen (↑)

Additional Information Q3 (Software/Hardware Shipments, Digital Sales, Cash & Equivalents):

Pokemon ORAS: 9.35 million
Super Smash Bros 3DS LTD: 6.19 million
Super Smash Bros Wii U LTD: 3.39 million
Mario Kart 8 LTD: 4.77 million
Wii U HW: 1.91 million
3DS HW: 4.99 million
Digital Sales: ¥10.4 billion yen
Cash & Equivalents: ¥920.531 billion yen (↑)

 

 

 

Pretty much good news

.

[GAMER1984]

At the point where you have to be ok with any good news. Even semi good 

[NintendoReport]

Is the investor meeting tomorrow?

[DéliopT]

^ I think so.

 

 

It's great that Nintendo had a great Q and that it had 2 Qs in the black, but it's not good that 3DS sales are falling and that Nintendo has cut it's forecast for the HW and SW.

Also, it's not good that Nintendo probably won't be able to meet it's already low Wii U forecast: with 3 months remaining Nintendo expects to ship about 0.6 million consoles and in 2013 and 2014, it shipped, respectively, 0.39 and 0.31 million consoles.

 

Again, it's that Nintendo is making money, but it's not good that it's just now turning a profit.

The reason i say this is because the money making console (3DS) is seriously losing steam and Wii U is already in half of it's life cycle.

If Nintendo meets it's new 9m target for the fiscal year, it will mean that despite it's key software titles and HW revisions, Nintendo wasn't able to stop the fall.

 

In comparison, this is how it compares to GBA (found this on vgchartz.com):

 

Launch and 1st full year shipments
GBA - 18.16 million
3DS - 17.14 million

2nd year
GBA - 15.65 million
3DS - 13.95 million

3rd year
GBA - 17.59 million
3DS - 12.24 million

4th year
GBA - 15.40 million for full year
3DS - 7.08 million for 9 months - 9 milliion, by forecast expectations

 

While the GBA managed to peak at it's 3rd year, 3DS peaked in it's first year and from there, it keeps on falling.
Not only is this a sign of lack of diverse software but a sign of the mobile market stealing customers from 3DS in a big way.

But the biggest problem is that Nintendo, unlike in other generations, made it's losses in the best years of it's best selling HW (and SW).

 

If you add the Wii U to the scenario, you have a situation where the best selling Nintendo franchises on home consoles, except for Zelda, are already out and Nintendo barely took advantage of that. And now, unless Nintendo has a secret weapon, at most, Wii U sales for the next fiscal year will be flat and after that they will really drop because of the lack of games and system sellers - as Nintendo prepares for the next generation.

 

Whatever years 3DS and Wii U have left, those won't give Nintendo, Nintendo like profits, as Iwata likes to mention, be it because of the lower sales on HW and SW or because of price cuts.

[Rockodoodle]

This year basically stopped the bleeding and gives Nintendo another year to get things right. As mentioned, two of the three big sellers are out and Zelda won't be out till Nov. So, 2015 could be very slow as far as consoles are concerned. Software and Amiibo could help keep it profitable with a significantly larger install base than 2013 and virtually no competition from third party

[Hank Hill]

While the GBA managed to peak at it's 3rd year, 3DS peaked in it's first year and from there, it keeps on falling.

Not only is this a sign of lack of diverse software but a sign of the mobile market stealing customers from 3DS in a big way.

But the biggest problem is that Nintendo, unlike in other generations, made it's losses in the best years of it's best selling HW (and SW).

 

Well, see, it probably has nothing to do with the fact that the 3DS launched at $250, then dropped to between $170-200 while the GBA launched for $100 (in a non-recession period), less than half the original 3DS's price. Probably has something to do with that more than a 'sign of the mobile market stealing customers away'

[DéliopT]

Well, see, it probably has nothing to do with the fact that the 3DS launched at $250, then dropped to between $170-200 while the GBA launched for $100 (in a non-recession period), less than half the original 3DS's price. Probably has something to do with that more than a 'sign of the mobile market stealing customers away'

 

It's true that 3DS started up being way more expensive, but it didn't take long for the price difference to be of 70$. And if you look at the number there was a difference of 1m between GBA and 3DS.

Now, what do yout think had more weight, 70$ or the lack of games diversity coupled with millions and millions having a smartphone/tablet to lend to their kids to play all the free games they want or games starting at 0.99$?

 

Personally, i used to see kids playing with their GBs, then GBAs, then DSs and PSPs, now i rarely see kids playing handhelds. It's either smartphones or tablets.

They are a great entertainer for kids and parents don't even have to buy something, all they have to do is lend them to play.