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[Trago]

Iwata's back!

Edit: wait a sec, that investors thingy is supposed to be going on now, why isn't there a thread?

 

[FZZ]

Smash 3DS at 3.22 mil

MK8 at 3.49 mil

Or were these numbers already known?

Edit: Tomodachi Life at 3.12 mil o_o

 

[uncredited male]

The clarity in this pic makes them look like Miis.

 

[Nibel]

Where is that from, Nibel, what source?

Gibbo

 

[Trago]

Smash 3DS at 3.22 mil

MK8 at 3.49 mil

Or were these numbers already known?

Damn good numbers either way.

 

[Rösti]

Gibbo

Yeah, I saw that now. Thought he wasn't gonna live tweet. Maybe photos are exempted.

 

[vinnygambini]

Confused about Super Smash numbers as technically Smash3DS counts for Q3 as its an October release, not a September release. Did they count it in their Q2?

 

[Eolz]

Anyone recognizing the man on the right? Next to Iwata?

 

[FZZ]

Confused about Super Smash numbers as technically Smash3DS counts for Q3 as its an October release, not a September release. Did they count it in their Q2?

Released in Japan in September

 

[vinnygambini]

Released in Japan in September

But overseas release was in October though That's my main point lol

 

[EoinOL]

Confused about Super Smash numbers as technically Smash3DS counts for Q3 as its an October release, not a September release. Did they count it in their Q2?

I'd imagine that they shipped plenty of copies within Q2 to meet those early October release dates in NA and Europe, and are therefore counting those.

 

[Rösti]

Anyone recognizing the man on the right? Next to Iwata?

Tatsumi Kimishima.

 

[Kandinsky]

Jesus, Iwata looks skinny D:

 

[FZZ]

But overseas release was in October though That's my main point lol

Shipped in advance maybe? Based on preorders and expected sales.

Tatsumi Kimishima.

Who's the other guy though, the one in between Iwata and Miyamoto?

 

[SalvaPot]

Wii U is finally finding its audience, I'm amazed how Bayonetta 2, even if it doesn't sell well, is able to put the console in the enthusiasts radar. And with Smash so close to it and all the critically acclaimed games and the momentum Mario Kart 8 generated, no wonder its doing much better than last year.

 

[Rösti]

Shipped in advance maybe? Based on preorders and expected sales.



Who's the other guy though?

I guess Genyo Takeda.

 

[The Giant]

Is there anyone live tweeting this?

 

[Eolz]

Tatsumi Kimishima.

Thanks! Thought that was someone new for some reason. He looks older.

 

[shinra-bansho]

Smash was released on the 3rd(?). Shipments for the Western launches would have presumably been to retailers in Q2, even if consumers couldn't actually get it in store until October.

Maybe Nintendo will have sales graphs again, he said with unrealistic optimism.

 

[Scum]

Is there anyone live tweeting this?

Don't think so.

 

[NateDrake]

Smash was released on the 3rd(?). Shipments for the Western launches would have presumably been to retailers in Q2, even if consumers couldn't actually get it in store until October.

Maybe Nintendo will have sales graphs again, he said with unrealistic optimism.

I believe Nintendo stated exactly that in their report yesterday.

 

[jvm]

Why are Nintendo's digital receipts so flat? Was it exchange rate related?

According to their filings:

1Q14: ¥5.7 billion
2Q14: ¥5.7 billion
1H14: ¥11.4 billion

1Q15: ¥5.0 billion (-12% YOY)
2Q15: ¥5.7 billion (0% YOY)
1H15: ¥10.7 billion (-6% YOY)

I wonder if sales are actually up among active users (i.e. last 3-6 months) but the older 3DS and Wii base (who were buying digital) is eroding more quickly.

 

[akashhhhh]

This reporter from WSJ is there, hopefully he'll saying something:
https://twitter.com/mochi_wsj

@mochi_wsj
wow, nintendo's stock is up 4%. am at iwata press conference. what will he unveil?

 

[TheMoon]

This reporter from WSJ is there, hopefully he'll saying something:
https://twitter.com/mochi_wsj

@mochi_wsj
wow, nintendo's stock is up 4%. am at iwata press conference. what will he unveil?

great! but he doesn't really tweet anything lol

gibbo we miss you

 

[Trago]

This reporter from WSJ is there, hopefully he'll saying something:
https://twitter.com/mochi_wsj

@mochi_wsj
wow, nintendo's stock is up 4%. am at iwata press conference. what will he unveil?

Incoming metric fuck-ton of followers.

 

[Neo Dark]

Great to see the analysts were pretty right on with Nintendo starting to head towards being profitable again.

Definitely great to see him again. Seems the investors made the right call in boosting Iwata's approval rating.

 

[vinnygambini]

I miss Gibbo

 

[Striek]

Why are Nintendo's digital receipts so flat? Was it exchange rate related?

According to their filings:

1Q14: ¥5.7 billion
2Q14: ¥5.7 billion
1H14: ¥11.4 billion

1Q15: ¥5.0 billion (-12% YOY)
2Q15: ¥5.7 billion (0% YOY)
1H15: ¥10.7 billion (-6% YOY)

I wonder if sales are actually up among active users (i.e. last 3-6 months) but the older 3DS and Wii base (who were buying digital) is eroding more quickly.

I don't think its got much to do with the Wii base since sales had already started to pick up from where they bottomed out.

I'm not really sure tbh. I would've expected DD adoption rates to increase disproportionately.

 

[shinra-bansho]

Why are Nintendo's digital receipts so flat? Was it exchange rate related?

According to their filings:

1Q14: ¥5.7 billion
2Q14: ¥5.7 billion
1H14: ¥11.4 billion

1Q15: ¥5.0 billion (-12% YOY)
2Q15: ¥5.7 billion (0% YOY)
1H15: ¥10.7 billion (-6% YOY)

I wonder if sales are actually up among active users (i.e. last 3-6 months) but the older 3DS and Wii base (who were buying digital) is eroding more quickly.

I would hazard a guess that there were fewer releases, but haven't checked. And they have a much bigger release this year in MK8.

Lack of mobile presence? I just looked at EA's earnings, they saw an increase in digital revenues Y/Y for the quarter but pretty much all of it came from increased mobile revenue.

 

[vinnygambini]

Presentation UP!

Spoiler

In Japanese ;.;

http://www.nintendo.co.jp/ir/library/events/141030/index.html

 

[FZZ]

Presentation UP!

Spoiler

In Japanese ;.;

http://www.nintendo.co.jp/ir/library/events/141030/index.html

Google translate for days

Edit: lmao "Sumabura"

 

[SwiftDeath]

Presentation UP!

Spoiler

In Japanese ;.;

http://www.nintendo.co.jp/ir/library/events/141030/index.html

You can pre-order games digitally on the Wii U? Is that the webshop thingy LA has been on about?

-------

Also guessing this slide is QOL related?

And it senses your sleep state or something?

 

[StreetsAhead]

ORAS Vs. XY pre-orders.

Japan - NA - EU

 

[uncredited male]

They got a bunch of QOL stuff in there.

 

[shinra-bansho]

European Wii U sell-through has doubled... which is of course meaningless without last year's H1 sell-through. But I'll take what info I can get.

 

[Rösti]

They got a bunch of QOL stuff in there.

Yup. It's apparently a sleep sensor, among other things.

 

[FZZ]

Umm? Europe? What?

 

[casiopao]

ORAS Vs. XY pre-orders.

Japan - NA - EU

I guess now we know why X and Y is not doing as good as B and W there.

Europe is not doing their part.T~T

 

[uncredited male]

QOL is 2016 and they are really betting on it by appearances. It's the Nintendo super cloud.

 

[shinra-bansho]

Umm? Europe? What?]

Percentage of last year's equivalent period, which while we don't have any numbers was generally known to be abysmal.

Maybe SwiftDeath or someone else kept track of some of the territorial numbers that were revealed at the time? EDIT: from a quick check we had a number for France for the month of June of around 3K. So... yeah.

 

[Monocle]

Good, well deserved. The Wii U has the best exclusives at the moment. Huge turnaround from where they started this generation.

 

[L~A]

You can pre-order games digitally on the Wii U? Is that the webshop thingy LA has been on about?

They're talking about that first-party "shop" on Nintendo.com, where you can (pre)order games and have it download automatically without entering a code on your console.

Don't seem to be anything about a proper web eShop for now.

 

[FZZ]

Percentage of last year's equivalent period, which while we don't have any numbers was generally known to be abysmal.

Maybe SwiftDeath or someone else kept track of some of the territorial numbers that were revealed at the time?

Last year had negative shipments too right, for Europe I mean?

Should be interesting to see how the raw numbers are, if we are ever able to find them out.

Also QOL is gonna be about keeping track of your sleeping habits?

 

[deltatheta]

Page 5 they confirm that Wii U Smash will be pre-downloadable.

 

[Rösti]

They have entered into a partnership with ResMed to manufacture the QOL devices.

 

[DragonSworne]

Why are Nintendo's digital receipts so flat? Was it exchange rate related?

According to their filings:

1Q14: ¥5.7 billion
2Q14: ¥5.7 billion
1H14: ¥11.4 billion

1Q15: ¥5.0 billion (-12% YOY)
2Q15: ¥5.7 billion (0% YOY)
1H15: ¥10.7 billion (-6% YOY)

I wonder if sales are actually up among active users (i.e. last 3-6 months) but the older 3DS and Wii base (who were buying digital) is eroding more quickly.

oNintendo's digital model is built on suckering in newcomers. Old customers that have been burnt on Nintendo's digital model won't do business with them until they fix serious issues.

 

[Sandfox]

Yup. It's apparently a sleep sensor, among other things.

They have entered into a partnership with ResMed to manufacture the QOL devices.

interesting...

oNintendo's digital model is built on suckering in newcomers. Old customers that have been burnt on Nintendo's digital model won't do business with them until they fix serious issues.

I really doubt enough people have been "burned" for that to be an issue.

 

[StreetsAhead]

As noted in the thread, but worth mentioning here; pre-load for digital games is coming to the Wii U this year. Planned for 3DS next year, too.

http://www.neogaf.com/forum/showthread.php?p=136532026

 

[Somnid]

My Japanese isn't great but I think the QOL device senses microwaves.

 

[deltatheta]

I'm just skimming the Google translate, but it doesn't even seem like QoL is a consumer product. It's more like a medical device for detecting sleep disorders. I'm really struggling to understand what Nintendo can add to a product like this.