dacuk
Member
NeoC, could you please share more about this?
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Nintendo Q3: Lowers 3DS by 2M Hard/12M Software, Lowers Forecast, Expects $837M Loss
- Thread starter Parmenides
- Start date
NeoC, could you please share more about this?
GameplayWhore
Member
The 3DS is selling much faster than the DS sold in the same time frame, even though it's priced higher.
Actually...
This chart is out of date for the most recent 3DS number, but am I reading it right? 3DS has sold 15 million to retailers currently, but the NDS only sold 8.8 million in the same time frame? I know the DS didn't explode out of the gate, but this seems like an even higher gap between the two than I thought.
I think there's a big difference between "disappointing" and "not as good as prior generations".
NB: I didn't figure in GBA sales, and DS sales were pretty low, so I don't know whether Nintendo's portable sales are higher or lower in general.
lunchwithyuzo
Banned
The usual route of smaller/slimmer wouldn't have worked for Wii. What they could've done though is go for a premium model instead (HDD bay, DVD playback, rechargable controllers, larger flash drive, etc) and raised pricepoints. Too late for anything like that now.
BriareosGAF
Member
djplaeskool
Member
After such a huge price drop on the hardware, they have to move mountains of software...which just doesn't seem to be happening.
Who are these people buying a system and only buying one or two games?
Seriously, who ARE these people?
Who are these people buying a system and only buying one or two games?
Seriously, who ARE these people?
Actually, now that I've looked it up, I see that four years ago it was even more. If we remove the confounding varuable of currency conversion, we get:
October 15, 2007: 10.1T yen
January 26, 2012: 1.38T yen.
That's really something.
BriareosGAF
Member
Every single parent I know?
lunchwithyuzo
Banned
m.i.s.
Banned
Yep. And seeing children still playing R4 cards on 3DS.
IIRC, I read that bit from David Sheff's book:
http://en.wikipedia.org/wiki/Game_Over_(1993_book)
It's worth reading! In short: Arakawa was responsible for the Nintendo business in the USA and - after a rough start - extremely successful, but Nintendo got sued over "Donkey Kong". We know that Nintendo won this case, but Arakawa and Lincoln were ready to shift the business to South America if they had lost the case, which had had tough consequences for the US business.
Of course. The software is too expensive.
Mr. B Natural
Member
They just released the 2 biggest things their handheld can muster - another mario platformer game and another mario kart game. Of course the 3ds is going to pick up with a low software ratio. Not only that but they lowered the handhelds price at a record rate. They pulled out their big guns really early and for good reasons, and none of them promising for nintendo.
They better hope to god another angry birds phenomenon doesn't sweep the legs of their desperate dash...a mario dash if you will.
They better hope to god another angry birds phenomenon doesn't sweep the legs of their desperate dash...a mario dash if you will.
"Only a little worse than Sony" isn't exactly praiseworthy, since Sony's stick has been a giant piece of shit, too.
lunchwithyuzo
Banned
They only pulled one big gun (Mario Kart). Pokemon and NSMB are still in the wings.
lunchwithyuzo
Banned
SuperSonic1305
Member
I'm surprised it hasn't already considering how many people keep buying redesigns and the families with multiple units for all their kids. I know a guy at work who has 7 in his household.
dragonfart28
Banned
If they want more 3rd party sales, they'll need to drop the price of software.
Japanese companies in general have done much better than Sony and Nintendo. And why are you talking about Sony in the Nintendo earnings thread, anyway?
A lot rests upon Wii U.
The fact that they want to return to profit next year means that it's unlikely that Wii U will be sold at a loss....but at the same time I really doubt that WiiU has any chance to be a success at a price higher than 300$. Wii U will be also competing with cheaper 360 and PS3 later this year so price will be an important factor.
The fact that they want to return to profit next year means that it's unlikely that Wii U will be sold at a loss....but at the same time I really doubt that WiiU has any chance to be a success at a price higher than 300$. Wii U will be also competing with cheaper 360 and PS3 later this year so price will be an important factor.
lunchwithyuzo
Banned
Pardon me for my ignorance, but I tend to forget how these things work, they lost 53,7 billion Yen with currency exchange, how can we relate this with the rest of the numbers to see how much was indeed caused by exchange rates?
Also, I don't understand why people keep comparing a videogame company to a phone/mp3 player/tablet/computer company. Makes no sense.
Also, I don't understand why people keep comparing a videogame company to a phone/mp3 player/tablet/computer company. Makes no sense.
JoshuaJSlone
Member
Worldwide, 3DS is ahead of where DS was at the end of 2005.
So I'm noticing a bit of a regional shift. On the whole, Europe was the strongest market for DS.
However, in the cases of DSi, DSiXL, and now 3DS, Europe was initially ahead of North America but fell behind.
So for years I have been saying "There are more Wiis available than any near-launch home console ever.", though "near-launch" has become increasingly stretched. While this is still true, it's been apparent for a while that it would eventually fall behind PS2. However, now it looks like Wii has slowed down enough that it won't get the chance to be "Fastest to 100 million.", barring some price cut boost in the next few quarters. However, this is comparing to Sony's old shipment reporting methods, so there's a bit of gray area.
2005: 2.43M
2006: 2.30M
2007: 4.68M
2008: 5.81M
2009: 5.56M
2010: 3.76M
2011: 1.83M
So I'm noticing a bit of a regional shift. On the whole, Europe was the strongest market for DS.
However, in the cases of DSi, DSiXL, and now 3DS, Europe was initially ahead of North America but fell behind.
So for years I have been saying "There are more Wiis available than any near-launch home console ever.", though "near-launch" has become increasingly stretched. While this is still true, it's been apparent for a while that it would eventually fall behind PS2. However, now it looks like Wii has slowed down enough that it won't get the chance to be "Fastest to 100 million.", barring some price cut boost in the next few quarters. However, this is comparing to Sony's old shipment reporting methods, so there's a bit of gray area.
I think saying they dropped by 24 is a bit oversimplified. That's the change from the beginning of the year, but that forecast has been all over the place. It went from 62 to 70 (which seemed crazy when the system was performing worse than expected) to 50 to now 38. I think only the 50 to 38 drop is really relevant as a surprise now. I mean, considering how slow hardware sales were early on of course they were always going to miss that 62. But they must have expected software over October-December software to be much bigger than it ended up being.
I think you're just underestimating the norm. Here's what DS's worldwide shipments were January-March quarters.Jonnyram said:
2005: 2.43M
2006: 2.30M
2007: 4.68M
2008: 5.81M
2009: 5.56M
2010: 3.76M
2011: 1.83M
How so? They are all hardware platforms for the same types of media. There's a ton of similarity even if the overall product targets one type more than the other.
Barack Lesnar
Banned
I agree for the most part. There is a lot hinging on the Wii U. It could be a make or break type of thing for their console division. Handhelds seem fine, although I still believe this is the last handheld generation.
how come the others don't do that?
AndrewDean84xX
Banned
Doesn't Nintendo have $837M hidden in one of their sock drawers?
For the first, surely this will be the last generation for handleds
priced at 250 Dollars
For the second...I just think he's joking
It must be an earlier PR than the 150m figure then. Do you have it?
Its really hard to say. I'm sure higher software prices had some effect, but I don't think that was a major factor. I would attribute most of the low software sales to two things:
1) Momentum - They like to post charts in the media create threads. From there, you can see how the 3DS petered out until the system's price drop, then came roaring back. It could be said that the system is actually just a 5 month old system, with a million pre-installed base. Half the user base has had the system 8 weeks or less, they need time to start buying games. Compare that to the DS, where half of its relative user based bought it near launch.
2) Release Schedule - It also needs pointed out, and its not represented in those charts above, that the DS had an insane year for software in 2006. By the end of the fiscal year, the DS had 7 million-plus-sellers in Japan and it didn't need to wait until Q3 to find them. I really have no idea why Nintendo set their original goal (62M) so incredibly high and then revised it down to an amount that still exceeded the DS. The software needed to do that came too late and that's not even considering that they would need to catch up from the slow start.
ThaiGrocer
Member
So how much money does Nintendo have in the bank for spending on research, ads, development, etc? Like, for example, there are recent articles talking about Apple accumulating 90 something billion over the years.
Here are the various PRs to go by: http://www.neogaf.com/forum/showpost.php?p=25760249&postcount=125
Baconsammy
Banned
Tons of people. I don't personally know anyone that bought anything other than Mario Kart or Mario Land with their 3DS.
He's wrong about the numbers Nintendo reports - they do, in fact, use shipped numbers for their earnings, which makes sense because that's what constitutes a sale to a manufacturer.
He's right, though, that Nintendo developed a system for point of sale registration of hardware purchases to prevent return fraud, which has a side effect of counting sales of units sold through at participating retailers. The system is called Siras, it was spun off into a separate business, and Sony Playstation is a customer. I'm sure MS has something comparable.
DCharlie
And even i am moderately surprised
.ooops. wrong thread
I'd like to point at your graph and then at the people who claimed that the Gaming industry was "recession proof"
i called bullshit back then, and i think it's -really- starting to hit recently.
The only thing recession proof that isn't oil or a basic necessity is Apple.
I'd like to point at your graph and then at the people who claimed that the Gaming industry was "recession proof"
i called bullshit back then, and i think it's -really- starting to hit recently.
The only thing recession proof that isn't oil or a basic necessity is Apple.
I'm sorry but I strongly disagree. One focuses simply on game hardware and software, the other focuses on a multitude of different products, with the only similarity being that games happen to come out for most of their products. Why don't we compare console numbers to PCs then? Why do we try to compare Nintendo with MS and Sony's gaming divisions (which is becoming increasingly hard)? There are worthwhile points to look at both sectors, but as far as earnings go, I think the comparisons are unjustified.
Shares did drop significantly after this news. Not too bad of a time to buy, though I'd caution that general investor sentiment is still smartphones/social gaming. I got some Ninty stock for shits and giggles in my IRA that I've definitely lost money on (though not nearly as much as some other sectors...), and even then I'd be cautious about dipping in some more, as even real profit will certainly be met with cries of 'but we don't have Mario on a smartphone yet' which will probably keep people from buying shares (and therefore, keep prices low).
Thanks. Which of those numbers are through the end of a quarter? I couldn't see any dates on the numbers themselves.
Apple sold 65 million iOS devices last qtr (and yes, they are the competition. iPad's top kids and teens toy wish lists and they buy games on them). I'd say compared to what Apple can sell, yes 3DS's sales are a dissapointing. Compared to Vista/PSP? No, not at all. But Sony/Nintendo is no longer the only game in town for handhelds.
Haha, no. Looking at hardware sales only, 3DS had a great quarter.
and I'm sure 64.8 million of those users purchased an IOS device for a phone type function primary or music. I'm not saying apple is a their but your comparing apples to oranges almost here.
Compared to Sony and the rest of the traditinal game market, yes. It did great. But if we are counting iOS as a competing platform (which it was being refered to as in the post I was quoting) then it's a completely different story. Even if you just compare it to iPad 2 alone.
There is no question that IOS devices are eating into the sales of *all* traditional gaming platforms in some fashion (simply by virtue of being the current "hotness"), but the reality is that the lines are a bit blurred there. They are serving 2 different markets for the most part.
That's still a nonsensical comparison since ios devices are not bought as dedicated gaming machines. Of course there's a bigger market for cell phones than portable game consoles.
In terms of game revenue, the App Store is dwarfed by traditional game consoles. (Total App Store revenue since inception in July 2008 is ~$4 billion, and that includes all apps rather than just games. During this period, Nintendo has sold ~500m DS games. Now I don't know what the worldwide ARP is for DS games, but it's sure as hell more than $8.)