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Nintendo 1H 2012 results - $367M operating loss, 5.06M 3DS, 5.5M Wii U forecast

Spiegel

Member
NDS software after 7 quarters ( as of 30 June, 2006)

Japan - 34.420.000
Americas - 25.210.000
Others - 19.160.000

Total - 78.790.000

3DS software after 7 quarters ( as of 30 September, 2012)

Japan - 20.370.000
Americas - 23.340.000
Others - 20.750.000

Total - 64.450.000

As said earlier, NDS has two Holidays during the seven quarters, while 3DS just one.

The interesting fact ( maybe) is that we already knew 3DS's Japanese software sales, despite being very good, were 10 millions behind DS at the same time...but from this, it seems Japan itself is the region with the biggest drop. The lack of the monster out-of-nowhere hits IS the difference, after all, and this is something everyone I think agree with.

You aren't accounting the fact that NDS wasn't released until March in EU
 

donny2112

Member
it's obvious that in the end the 3DS won't sell 150 million units.

Correct, unless the 3DS sells longer than the DS did. DS had a great five-year period in the middle of its life after a disappointing first 18 months, outside of Japan. 3DS has beaten it in that low first 18 month period and will definitely fall behind in the great five-year period. Then it's just a matter of it stays out a lot longer than DS did, which is kind of hard to imagine without a relatively great multi-year period of its own.

Need 3-D movies to be the killer app for the non-gamers to buy a 3DS!!11!! (Being serious, here.)
 
Correct, unless the 3DS sells longer than the DS did. DS had a great five-year period in the middle of its life after a disappointing first 18 months, outside of Japan. 3DS has beaten it in that low first 18 month period and will definitely fall behind in the great five-year period. Then it's just a matter of it stays out a lot longer than DS did, which is kind of hard to imagine without a relatively great multi-year period of its own.

Need 3-D movies to be the killer app for the non-gamers to buy a 3DS!!11!! (Being serious, here.)

They should have already been available by now, quite annoying they still arent
 

James Sawyer Ford

Gold Member
Ouch. How many quarterly losses is this in a row now?

And prior to these losses, hadn't Nintendo been profitable every single quarter since the 1960s or something? Even during the gamecube era?

Nintendo is in very bad shape right now.
 
7dN55.png


Animal Crossing: same old depressing "1st Half 2013". :(
 

rpmurphy

Member
David Gibson said:
nintendo results meeting starting, attendance again down, the lowest i have seen

jp 3ds has 9 of top 20 titles, eu only 3,same for usa,company doesnt consider 3ds significantly positive performance given market 2x japan

3ds has 57% share of sales in jp this yr, but only 18% in eu and 20% in usa, saying XL version helping, 3ds 7qtrs sales have exceeded DS

wiiu think there will be shipment bottleneck to meet demand, said gamestop sold pre-orders in 1.5 days and 250k now on wait list

wii price cut and bundles will drive sales, believe wii buyer user base is different from wiiu and hence no cannibalisation

3DS connection rate increased in yr by 10% to 72% with jp and usa exceed 80%, eu/australia is lower but believe thats infrastructure related

saying digital downloads, with some software in jp exceeding 15% digital, new super mario bros 2 highest digital in usa with jp next

wiiu digital downloads available "right after launch", so not at launch? unclear
EDIT: clarification as follows:
"For Wii U, download versions of packaged software will be available from the launch of the platform."

3DS loss improved in 2q, decided on the WiiU price not on cogs but user acceptance of price, booked some WiiU costs in 2Q

TVii for usa considering similar service in jp, need different service in eu and plan to announce that in detail in near future

WiiU loss on hardware will continue this fy, but next yr generate profit, cannot say when that will occur,focus is expanding software sales

said nintendo's focus is on game services, synergy with web and increased user satisfaction (rather than other services)

admits smartphone have changed the environment - in dsc,gps and consoles. smartphone is "our friend" not threat as they promote

want to provide entertainment that exceeds the 85yen offered in the app store, do somehing not able to be done on smartphones

will collaborate with smartphones, miiverse is part of these plans with the larger the group of friends the larger the game opportunity

expects 3rd party mix for WiiU to be high initially which contrasts with Wii which was low 3rd initially and gradually improved

digital games, has no intention of offering DLC extras for all games as thinks its unhealthy but done on a game by game basis

spoke to company, digital buying of WiiU titles for 1st party titles may not be available on launch day,saying it wont be a few months later

but will be a short period later, company is trying to offer at launch,says ofering by 3rd party for digital purchases is up to them

my impression was that its perhaps a week or so later based on their comments

we specifically asked based on the usa launch date about the WiiU offering of game downloads
.
 

ohlawd

Member
I don't like how that 2013 sounds for Animal Crossing.

A lot of these games should have been in 2012.

Luigi's Mansion 2 for late October, Animal Crossing Jump Out for Christmas... it sucks but I've dealt with it.

Take a look at Fire Emblem; I thought that was sure lock for first half 2013. For all we know, the damn game could be out at the second half... FML lol
 
3ds has 57% share of sales in jp this yr, but only 18% in eu and 20% in usa, saying XL version helping, 3ds 7qtrs sales have exceeded DS

wiiu think there will be shipment bottleneck to meet demand, said gamestop sold pre-orders in 1.5 days and 250k now on wait list

wii price cut and bundles will drive sales, believe wii buyer user base is different from wiiu and hence no cannibalisation

David Gibson
 
I always felt that Nintendogs would be a 'bubble' of sorts - its like the new Tamagotchi or Furby or something..

Replace Nintendogs with pretty much of all Nintendo products for the past 6 years & you would be right.
They have been focusing on gimmicks & the casual market & when those fads are fully gone, the gamers that were left behind are abandoning Nintendo.
 
3DS connection rate increased in yr by 10% to 72% with jp and usa exceed 80%, eu/australia is lower but believe thats infrastructure related

Probably because Australian internet is shit.

saying digital downloads, with some software in jp exceeding 15% digital, new super mario bros 2 highest digital in usa with jp next
 

jvm

Gamasutra.
They expect Wii bundles to drive Wii sales?

What are they expecting for Wii hardware sales for the next six months? *goes to look*
 

Erethian

Member
Ouch. How many quarterly losses is this in a row now?

And prior to these losses, hadn't Nintendo been profitable every single quarter since the 1960s or something? Even during the gamecube era?

Nintendo is in very bad shape right now.

They had quarterly losses during the Gamecube era. Was 1 or 2, can't remember exactly.

Yearly losses are something they'd never had since they went public (until last year), and as far as I know they're still forecasting a profit for the full year.
 
3DS loss improved in 2q, decided on the WiiU price not on cogs but user acceptance of price, booked some WiiU costs in 2Q

Sounds like they're really selling it at a loss, then. Or at least close to the bone.
 
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