Kazuma Kiryu
Member
New quarter, same old results, install base wise.
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Nintendo FY14 Q2: 1.27M 3DS, 0.61M Wii U, 24.2 billion yen profit
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Well this is only half true for half a fiscal year.
Not people that plan to buy a 3DS this holiday. Only us on the internet knows about the N3DS. Plus the people that buy hardware years after it is available are always on the lagging side of hardware adoption curves.
I think Nintendo will have great discounts to get rid of hardware.
GiantEnemyGoomba
Member
Oh yeah, I forgot about the change in policy. Oh well, I guess we'll have to wait a little longer to hear the ridiculous questions the investors are going to ask.
On a related note, has it been said if Iwata is gonna be the one giving the presentation/asking questions or will it be Miyamoto again?
That's right, but Europe was the worst offender last year. As I said there were negative shipments. We know some figures already: France was at 340k Wii Us before MK8 with 2014 being 50% up on 2013 in the same period, Spain is currently at 100k (by comparison Xbone is at 50k), UK is roughly around 200k, Germany is at 350k.
Europe if a tough sale, Playstation is the king. It's all about perspective and expectations. Even Nintendo gave the example of Nintendo France as best performing (compared to expectations). I would be curios to see also the gap in costs (especially marketing costs) between regions, because Europe seems the one that gets the least out of it.
This is always my point. If Nintendo can find a way to survive now, at 'peak smartphone', when tablet sales are falling because everyone has one, and with the terrible sales they're currently getting, then they should be able to survive on into the future if they aren't idiotic about their next products. There's always the chance some other hugely disruptive element changes things again, but I don't see it. VR won't be it, I feel confident of that. For the PC gamer, maybe, but not for the mass market.
Smartphones and tablets changed everything, but that market is settling down now and beginning to be understood and to mature. The massive disruption is over - it's now just reality, and one Nintendo will hopefully understand when they plan their next moves. Nintendo will hopefully be able to find their niche in this new gaming landscape and continue to make profits, even if the Wii and DS days are over for good.
StreetsAhead
Member
As much as I appreciate David and his Tweets, some of what he has posted in his haste was confusingly worded or down-right wrong. There's always the chance of a Japanese investor tweeting the event, it happened before, if I'm remembering rightly.
I've heard nothing specific about who, but given Iwata is seemingly back at work as of the N3DS announcement Direct, I imagine he'll be there. He'll want to reassure investors of his health and vision, I imagine.
vinnygambini
Why are strippers at the U.N. bad when they're great at strip clubs???
Fantastic news! New thread worthy?
SwiftDeath
Member
Glad to hear Iwata is recovering well. Cancer is always dangerous 
vinnygambini
Why are strippers at the U.N. bad when they're great at strip clubs???
Brilliant.
I had no idea that that's what had been wrong with him. Sounds serious, I hope it wasn't malignant. Poor man has enough bile thrown at him without his own bile duct acting up!
R
Rösti
Unconfirmed Member
Excellent news, I'm glad to see the negative trend (losses) has come to a halt. What intrigues me the most is the briefing tomorrow however, mainly becuase of what it's being called:
Shame David Gibson won't be able to live tweet though, but we'll get the slides soon enough anyway.
Historically, only one Corporate Management Policy Briefing has been holden annually (calendar year) either in January or October. Meaning that this calendar year, we will have had two of these briefings! Prepare for megatons, even gigatons. I say.
Shame David Gibson won't be able to live tweet though, but we'll get the slides soon enough anyway.
I'm very glad to hear this.
GiantEnemyGoomba
Member
Rösti;136408123 said:Excellent news, I'm glad to see the negative trend (losses) has come to a halt. What intrigues me the most is the briefing tomorrow however, mainly becuase of what it's being called:
Historically, only one Corporate Management Policy Briefing has been holden annually (calendar year) either in January or October. Meaning that this calendar year, we will have had two of these briefings! Prepare for megatons, even gigatons. I say.
Shame David Gibson won't be able to live tweet though, but we'll get the slides soon enough anyway.
I'm very glad to hear this.
Good catch. Hopefully this means they'll finally start unraveling the mystery of their QoL strategy.
kuroneko0509
Member
Good news indeed.
Woof, an operating profit for once, well done Ninty.
Breaking down the results aren't pretty still, with the lowest sales in basically forever for them.
It will be interesting to see whether they can maintain profitability and implement some manevoures to salvage the Wii U (been a long time since a pricedrop for a system performing this badly), or whether they're going with the low risk/low reward approach of maintaining the status quo.
Breaking down the results aren't pretty still, with the lowest sales in basically forever for them.
It will be interesting to see whether they can maintain profitability and implement some manevoures to salvage the Wii U (been a long time since a pricedrop for a system performing this badly), or whether they're going with the low risk/low reward approach of maintaining the status quo.
Rösti;136408123 said:Excellent news, I'm glad to see the negative trend (losses) has come to a halt. What intrigues me the most is the briefing tomorrow however, mainly becuase of what it's being called:
Historically, only one Corporate Management Policy Briefing has been holden annually (calendar year) either in January or October. Meaning that this calendar year, we will have had two of these briefings! Prepare for megatons, even gigatons. I say.
Shame David Gibson won't be able to live tweet though, but we'll get the slides soon enough anyway.
I'm very glad to hear this.
WEB
E
SHOP
XD
Really cool and hopefully he'll remain healthy for a long time.
He'll need all the strength he can get to drop those
spirit
Doesn't the US essentially have that now?
SwiftDeath
Member
Wii U will do less than Gamecube but 0.61M in 3 months not a year
DaSorcerer7
Member
Good news, hope they maintain it.
They really hurt themselves by speccing a machine so close to last gen hardware, completely turned the core gamer away, a body of gamers waiting for the next jump.
Decent hardware and some proper 3rd party and they could have done so much better, that year they had before PS4 and X1 could have been filled with impatient gamers buying Wii U.
Decent hardware and some proper 3rd party and they could have done so much better, that year they had before PS4 and X1 could have been filled with impatient gamers buying Wii U.
I can see them releasing a slight revision (mostly cost reduction) when they start producing them again.
I think Smash will sell some wii Us, but I think the best they can hope for is to stay flat with last year's 3rd quarter. Even though they're two different target audiences, the value proposition of the Wii U took even more of a hit when Microsoft announced their as low as $349 initiative.
I also believe NOA needs to be really aggressive with the 3DS. Considering the N3DS launch prices in Japan and Australia were actually lower than the old model msrps, I think a similar situation will happen in America to sell. Or at the least takeover the old 199 and 169 msrps. If they try to stay as high as possible for most revenues this holiday, I think they're gonna burn some trust when they launch N3DS presumably in Jan-Mar.
I also believe NOA needs to be really aggressive with the 3DS. Considering the N3DS launch prices in Japan and Australia were actually lower than the old model msrps, I think a similar situation will happen in America to sell. Or at the least takeover the old 199 and 169 msrps. If they try to stay as high as possible for most revenues this holiday, I think they're gonna burn some trust when they launch N3DS presumably in Jan-Mar.
That would be such an awesome thing to see. It certainly looks like things are turning around, albeit gradually.
vinnygambini
Why are strippers at the U.N. bad when they're great at strip clubs???
There's no doubt they will achieve a profitable FY15; but how much however?
I'm not sure they will be able to achieve their Projected Operating Income of 40 Billion Yen as usually they do 25-30 Billion Yen each Q3 for the last 3 years.
They are going to need a strong holiday season as Q4 is basically dead-weight.
With both Smash games, Amiibos and Pokemon ORAS I think they'll have a strong holiday
Plus games like Mario Kart and probably Captain Toad will help to boost the console a little.
Depends on the n3ds release plans and date for the western audience. Maybe they can push something in the last Quarter.
A February release for n3ds might make Q4 not so dead as usual and give a nice boost for FY results.
ArchedThunder
Banned
Looks like Nintendo could really be getting back on track(to full profitability), I imagine Q3 will be even better with two Smashes and Pokemon. They definitely did way better than I thought they would for this quarter.
R
Rösti
Unconfirmed Member
Depending on the nature of QOL (that could likely be unveiled in around 15 hours from date of post), the stock price could see a return to its former glory (perhaps not full, but by a good margin). amiibo should help too, though initially by a lower extent.
I predict a March western release for the N3DS. as for the OG model.
This will spread the income over the end of the FY year and the beginning of the new one.
vinnygambini
Why are strippers at the U.N. bad when they're great at strip clubs???
Rösti;136410589 said:
Don't get your hopes up Rosti! Q2 meeting will be about digital adoption rates for DLC Hyrule Warriors + Mario Kart Pre-Order and their licensing opportunities.
Q3 Meeting will be about QOL for sure!
See Rosti's post from earlier: this investor's meeting is titled in the same way as the one from January, and it usually happens once during a fiscal year, but this time twice.
R
Rösti
Unconfirmed Member
I'm basing my expectations on that Mr. Iwata said during the Corporate Management Policy Briefing/Third Quarter Financial Results Briefing in January this year the following:
Source: http://www.nintendo.co.jp/ir/en/library/events/140130/05.html
And during the Financial Results Briefing for Fiscal Year Ended March 2014 on May 8:
Source: http://www.nintendo.co.jp/ir/en/library/events/140508/02.html
The briefing on October 30 is really the last way to in the most meaningful way possible get information about QOL out to analysts and investors. His plans could of course have changed, but even without a full unveiling I expect Mr. Iwata to comment on the project.
vinnygambini
Why are strippers at the U.N. bad when they're great at strip clubs???
I saw that but the meeting is most likely an overview of the promises they've made in the beginning of the year, and what we can expect moving forward.
Licensing Opportunities - Amiibo by year-end, Mercedes-DLC.
What Nintendo is planning - Entering animated business with a few of their properties (one can dream), team-up with Bandai for Pokemon Project such as Pokken.
Further Emphasis on Digital Games + DLC - Mario Kart DLC and Hyrule Warriors
What Nintendo is planning - Super Smash DLC and more games to adopt that model once completed and shipped
I think this is going to be the gist of it, and Q3 will be reserved for QOL and China expansion; briefly hinted at Q2 meeting.
Edit: I could be wrong though, we will see
Aaah, operating loss almost zero and no Pachter saying there's no investor meeting. Things couldn't be better this year!
It's been a while since he stopped doing that. He can learn, after all!
And yeah, me and mpl90 are gonna riot if there's no word about the web eShop tomorrow
Herb Alpert
Banned
Iwata's back and Nintendo performed better this quarter : good news!
Now I imagine the briefing will be like "well, we are in a better shape now and let's see how this will improve this holiday season and in 2015". They could give hints of things to come. And I still expect a "2015 line-up" Nintendo direct by the end of november.
Now I imagine the briefing will be like "well, we are in a better shape now and let's see how this will improve this holiday season and in 2015". They could give hints of things to come. And I still expect a "2015 line-up" Nintendo direct by the end of november.
N3DS isn't going to do very much to correct sagging 3DS shipments in the west this fiscal year if it misses the holiday quarter. We have already seen the results of the N3DS in Japan, and while I am sure it will beat 2013's November/December sales, it has no chance of making up 1.6M YoY deficit over there YTD, let alone make up for slacking western sales.
shinra-bansho
Member
LTD through the equivalent period (to September 2003) was 10.45M HW, 75.01M SW.