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Nintendo Q3 2014 Earnings Release (through December 2013)

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Aquamarine

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Earnings Presentation Updates from David Gibson (Senior Analyst, Macquarie Research Japan):

Nintendo 11.61m Pokemon XY sold in 9months,3.52m animal crossing, 2.57m luigi moon, 2.18m zelda a link between world's =3DS

1.94m super Mario 3d world, 1.74m new super Mario bro u, 151m new super luigi u, 1.24m win party u, 1.15m wind walker=all for wiiu

Nintendo meeting about to get under way, won't cover much of the financial info at the start pic.twitter.com/j5DEPBJ0zc

Mario Kart Wii still sells 1m in the 9months, 35.26m life to date!

So it begins pic.twitter.com/b18MrzIYXd

Full room, first time since about Wii boom days


The Earnings Presentation is happening right now!





Q3 2014 Nintendo Earnings Presentation
01/30/14 / 10:00AM JST
01/29/14 / 08:00PM EST




You will be able to get instant updates from the conference from David Gibson's (Senior Analyst, Macquarie Research Japan) Twitter account.

It can be found here:

https://twitter.com/gibbogame


Location for Earnings Presentation:
Hotel New Otani Tokyo
4-1 Kioi-cho, Chiyoda-ku
Tokyo 102-8578
JP

Information sourced from:
Toshihiko Matsuda
Manager of Tokyo Office in Main Sales Unit
Nintendo Co Ltd


Nintendo Co., Ltd. (TYO:7974) Q3 2014 (April 2013 - December 2013) Earnings Release:

Analyst Consensus:

Revenue: 348.03 billion JPY
Gross Margin: 26.21%
Operating Income: (-2.20 billion JPY)
Net Income: (-1.00 billion JPY)
EPS: 99.95 JPY

Real Q3 2014 Results:

Revenue: 302.54 billion JPY
Gross Margin: 28.84%
Operating Income: 21.70 billion JPY
Net Income: 9.60 billion JPY
EPS: 75.04 JPY





Launch-aligned comparison:

Handhelds:

3DS LTD February 26, 2011 > December 31, 2013 (1044 days) = 42.74m (JP: 15.67m, NA/SA: 14.36m, Other: 12.62m) [ 3 holidays]
NDS LTD November 21, 2004 > September 30, 2007 (1043 days) = 53.64m (JP: 19.71m, NA/SA: 16.06m, Other: 17.88m) [ 3 holidays]
GBA LTD March 21, 2001 > December 31, 2003 (1015 days) = 49.42m (JP: 12.66m, NA/SA: 23.78m, Other: 12.98m) [ 3 holidays]

Consoles:

WiiU LTD November 18, 2012 > December 31, 2013 (409 days) = 5.86m (JP: 1.75m, NA/SA: 2.61m, Other: 1.49m) [ 2 holidays]
Wii LTD November 19, 2006 > December 31, 2007 (408 days) = 20.13m (JP: 4.99m, NA/SA: 8.85m, Other: 6.30m) [ 2 holidays]
GameCube LTD September 14, 2001 > September 30, 2002 (382 days) = 6.68m (JP: 1.91m, Overseas: 4.77m) [ 1 holiday]

Note:
Hardware Unit Sales -> Shipped to retailers
Software Unit Sales -> Shipped to retailers + eShop sales to consumers + software bundled with hardware (Does not include eShop exclusive games)

Since Parmenides is not here:


Wii U Unit Sales (Unit: Million)

Code:
Hardware       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY      LTD

FY 2012/13       -        -      3.06     0.39      3.45     3.45

FY 2013/14     0.16     0.30     1.95      -        2.41     5.86



Software       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY      LTD

FY 2012/13       -        -      11.69    1.73      13.42    13.42   

FY 2013/14     1.03     5.27      9.66      -       15.96    29.73

3DS Unit Sales (Unit: Million)


Code:
Hardware       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY      LTD

FY 2010/11       -        -        -      3.61      3.61     3.61

FY 2011/12     0.71     2.36      8.36    2.10      13.53    17.13       

FY 2012/13     1.86     3.20      7.65    1.24      13.95    31.09

FY 2013/14     1.40     2.49      7.76        -     11.65    42.74



Software       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY      LTD

FY 2010/11      -        -         -      9.43      9.43     9.43

FY 2011/12     4.53     3.60     19.91    7.96      36.00    45.42    

FY 2012/13     7.39     11.64    20.53    10.05     49.61    95.03

FY 2013/14     11.01    16.37    29.87      -       57.25    152.29


Wii U FY 2014 up to Q3 - 2,410,000
Wii U FY 2014 total forecast - 2,800,000

Wii U units to ship in order to reach the forecasted goal - 399,000

Wii U FY 2014 software up to Q3 - 15,960,000
Wii U FY 2014 software total forecast - 19,000,000

Wii U software units to ship in order to reach the forecasted goal - 3,040,000

3DS FY 2014 up to Q3 - 11,650,000
3DS FY 2014 total forecast - 13,500,000

3DS units to ship in order to reach the forecasted goal - 1,850,000

3DS FY 2014 software up to Q3 - 57,250,000
3DS FY 2014 software total forecast - 66,000,000

3DS software units to ship in order to reach the forecasted goal - 8,750,000



Software Sales in the fiscal year (April 2013 - December 2013):

Pokemon X & Y - 11.6 million worldwide lifetime shipped copies (+ eShop sales to consumers) as of December 2013
Animal Crossing: New Leaf - 3.52 million worldwide shipped copies (+ eShop sales to consumers) as of December 2013 (2.79 million in the United States and Europe) (3.86 million LTD last fiscal year, Japan-only)
The Legend of Zelda: A Link Between Worlds - 2.18 million worldwide lifetime shipped copies (+ eShop sales to consumers) as of December 2013 (1.85 million in the United States and Europe)
Mario & Luigi: Dream Team - 2.00 million worldwide lifetime shipped copies (+ eShop sales to consumers) as of December 2013 (1.54 million in the United States and Europe)
Friend Collection: New Life - 1.82 million Japanese lifetime shipped copies (+ eShop sales to consumers) as of December 2013

The Legend of Zelda: The Wind Waker HD - Some number more than 1 million worldwide lifetime shipped copies (+ eShop sales to consumers) (probably includes bundles)
Wii Party U - Some number more than 1 million worldwide lifetime shipped copies (+ eShop sales to consumers) (probably includes bundles)
Super Mario 3D World - Some number more than 1 million worldwide lifetime shipped copies (+ eShop sales to consumers)

Link to Earnings Release:
http://www.nintendo.co.jp/ir/pdf/2014/140129e.pdf














Looks like Nintendo is buying up to 10 million shares from Tokyo Stock Exchange:



(FYI, Yamauchi had 14 million shares. Could this be a buyback of up to 10 million Yamauchi shares?)

Link to Treasury Share Buyback source:
http://www.nintendo.co.jp/ir/pdf/2014/140129_3e.pdf


Nintendo's Board of Directors is taking a paycut.

Translation:

Here are the specifics:

The entire board is taking pay reductions from the period of Feb until June. Iwata is taking a 50% reduction as the company president. The two other representative directors, Genyo Takeda and Shigeru Miyamoto, will be taking a 30% reduction. All remaining directors on the board will take a 20% reduction. These include Tatsumi Kimishima, Kaoru Takemura, Shigeyuki Takahashi, Satoshi Yamato, Susumu Tanaka, Shinya Takahashi, and Hirokazu Shinshi.

Iwata says that beyond June, they will decide based on the business environment at that time.

Source: Nikkei

http://www.nikkei.com/markets/compa...2E2E28E969C8A8EE1F2F2F2F2F2F2F2F2F2F2F2F2F2E2


The OP will be updated with more information as it comes out.
 
R

Rösti

Unconfirmed Member
Ah, you beat me by seconds. I'll convert the release to images however.













 

Gummb

Our lives begin to end the day we become silent about Rayman Legends Wii U.
Jun 21, 2010
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I find it endearing that they're using the Game Boy brand in the note.

That's what I thought. Cool to see it still referenced as a highlight of the company. :)

So, when will someone do a deep analysis? :D
 

Rubixcuba

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Feb 18, 2009
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Nothing too shocking here, in line with what we expected ?

Eagerly awaiting more information that may come out.
 
Jun 11, 2006
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That reads like a net profit of 10(whatever denomination) Yen for the last 9 months. I guess they're expecting to be way down during the 4th quarter?

Am I reading this right?
 

HUELEN10

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Wii U sales, as of December 31, 2013:

5 million huh... At current rate at 5 year cycle, wouldn't it be only slightly higher or lower than the GCN, or am I thinking of something else?

How many are USA sales?
 

vinnygambini

Why are strippers at the U.N. bad when they're great at strip clubs???
Aug 7, 2013
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Nintendo Q3 Operating Profit: Aprox. 220 million

Nintendo Q3 Net Income: Aprox. 100 million

3DS HW Sales -7.75 million

Wii U HW Sales -2 million

Software Results:

Super Mario 3D World - NA

Pokemon X & Y - 11.6 million

The Legend of Zelda: A Link Between Worlds - 2.16 million
 

StreetsAhead

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Nintendo is predicting 2.8 million for this FY, and has sold 2.41, so they 'only' need to sell 399K in Q4 to meet their goal. o_O

Interesting that WWHD has hit the 1 million mark WW.
 

HUELEN10

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Nintendo Q3 Operating Profit: Aprox. 220 million

Nintendo Q3 Net Income: Aprox. 100 million

3DS HW Sales -7.75 million

Wii U HW Sales -2 million

Software Results:

Super Mario 3D World - NA

Pokemon X & Y - 11.6 million

The Legend of Zelda: A Link Between Worlds - 2.16 million
Does it say why? Zelda came out on the same day, why no info?
 

JoeM86

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Pokémon X & Y is at 11.61 million units in 2013 alone
The Legend of Zelda: A Link Between Worlds sold over 2.18 million
Animal Crossing New Leaf did a further 3.52 million units
Mario & Luigi Dream Team Bros sold 2.00 million units
Super Mario 3D World & The Legend of Zelda: Wind Waker HD have both sold over 1 million but they didn't give exact figures
 

Gummb

Our lives begin to end the day we become silent about Rayman Legends Wii U.
Jun 21, 2010
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Wow, that farthest right column is their 2014 forecast, right? Which means they are forecasting a loss of 35 billion yen?? Can someone explain?
 

The Boat

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Sep 22, 2010
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Honest question: why are there so many people here focused on these numbers being shipped? Isn't that always the case?
 

Otakumegane

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Nintendo Q3 Operating Profit: Aprox. 220 million

Nintendo Q3 Net Income: Aprox. 100 million

3DS HW Sales -7.75 million

Wii U HW Sales -2 million

Software Results:

Super Mario 3D World - NA

Pokemon X & Y - 11.6 million

The Legend of Zelda: A Link Between Worlds - 2.16 million

This is good right?
 

Dysun

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Mar 30, 2011
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Pretty damn big gap from Wii > Wii U and DS > 3DS software. Even with another five years 3DS isn't getting to half that.
 

StreetsAhead

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Pokemon at 11.6 million means that either 'Other' did really well, or they had quite a high download rate, right?
 

Ninja Scooter

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I wonder if 3DS will catch GBA LTD numbers. Will it have a long enough shelf life?

The Wii U numbers are horrendous as expected. Will probably be Nintendo's worst selling home console ever by quite a margin.
 

NateDrake

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Dec 12, 2010
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Pretty damn big gap from Wii > Wii U and DS > 3DS software. Even with another five years 3DS isn't getting to half that.

DS was a software monster. Remember NSMB on DS sold nearly 30 million copies. Mario Kart sold over 20 million. Nothing on 3DS has reached those type of sale figures, but Pokemon X/Y is doing well.

Does the 3DS software total include eShop sales?
 

The Boat

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Sep 22, 2010
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Yes, but the difference between shipped vs. sold is pretty shitty.
How do we know this? Seems like a slippery slope putting this factor in a discussion. Not that I doubt that there are loads of unwanted Wii Us on shelves.
 
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