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Nintendo Q3 2014 Earnings Release (through December 2013)
- Thread starter Aquamarine
- Start date
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StreetsAhead
Member
Cheers, I'm awful with numbers wanted to make sure I was reading them right.
I expect digital to be big, too. More focus on Wii Karaoke U, Darumeshi Sports Store, and Wii Sports Club style games, maybe.
Starphoenix
Member
3DS is doing well considering the fight for mind-share from other mobile devices and Sony.
You seem to have forgotten to add the results of the quarter just past to the LTD totals.
EDIT: Must have fixed it or my eyes are crazy.
You're not reading it wrong.
Exactly. We need to apply context for each and every console to get a proper idea.
And with Wii, later on the system was bundled heavily and this number will include wiisports as well. But yeah the casuals were all over the system and rightfully so. Interesting tech, great marketing and easy to get into.
TWW HD must have sold a ton in america since it didn't even crack 100k in the japanese charts.
SM3DW is more believable to be there since it was over 400k in japan at the year's end.
With so many high profile releases from Pokemon to Monster Hunter to Nintendo's own IPs.. i feel this is pretty low.
Randolph Freelander
Member
I doubt it. GBA actually had some pretty good legs even after the DS released. It shipped the following by fiscal year (FY3/2001 through FY3/2010) (Note that DS released during FY3/2005).
Code:
1,070,000
17,090,000
15,650,000
17,590,000
15,400,000 (DS released)
8,330,000
4,340,000
1,590,000
420,000
40,0003DS hasn't met any of those heavier years and I believe it will be replaced in the next 2 years.
Code:
3,610,000
13,530,000
13,950,000
13,500,000 (projected)I think 3DS is in decline and will lose further ground next year and, again, I think it gets replaced by the end of FY3/2016.
nintendo bundled a bunch of digital copies, had the game launch digitally first, and then had a big limited edition in europe and the us.
reptilescorpio
Member
WiiU attach rate is better than I expected. Hoping it turns out like the Gamecube, bunch of great titles on the way still.
Gianni Merryman
Member
Wind waker HD has sold quite decently it seems, it paid out after all.
Bundles.
michaelius
Banned
Pokemon + MH4 = half of all 3DS software shipped last quarter
Not to mention that console Zelda has done way better in the west than in Japan for a while now.
Wind Waker HD is the best Zelda ever imho. Cant wait for "Zelda U"
1st Course
Member
was missing FY numbers, fixed now.
Gianni Merryman
Member
My point stands still, even considering bundles one million copies for a remake of a old Gamecube game many have already played is pretty good in my opinion, although bundles may have helped a lot of course.
Mihael Mello Keehl
Banned
Yea you are. The sales are great
If there are 50 millions units sold, shipped numbers from sold numbers aren't substantially different. But on 5 million, it can potentially mean a large chunk of the product is stored, rather than sold. Basically, retailers can only store that many systems; but there's a different importance in them when they are 1%, rather than 10%.
StreetsAhead
Member
So, the 3DS is down YOY about 1 million units, but up by nearly ~18 million software.
Randolph Freelander
Member
They're only showing comparable sales periods (Apr-Dec), which leaves out Jan-Mar.
Figured I'd post a Pokémon comparison, since there was some question as to how it is "in decline" here the other day
X & Y: Two months & two weeks on sale in all regions - October 12th 2013 - December 31st 2013
11.61 million
Black & White: Just over six months on sale in Japan, just under one in the west - September 10th 2010 - March 31st 2011
11.51 million
Black & White: Just over nine months on sale in Japan, just under four in the west - September 10th 2010 - June 30th 2011
12.87 million
We'll see how it holds up in three months.
They'll probably include it in the supplementary release tomorrow.
X & Y: Two months & two weeks on sale in all regions - October 12th 2013 - December 31st 2013
11.61 million
Black & White: Just over six months on sale in Japan, just under one in the west - September 10th 2010 - March 31st 2011
11.51 million
Black & White: Just over nine months on sale in Japan, just under four in the west - September 10th 2010 - June 30th 2011
12.87 million
We'll see how it holds up in three months.
They'll probably include it in the supplementary release tomorrow.
Phanservice
Neo Member
Where is everyone getting the "shipped" from? I'm on my phone so maybe I missed it but all I see in the pictures are "hardware sales."
R
Rösti
Unconfirmed Member
On another note, regarding the Corporate Management Policy Briefing / Third Quarter Financial Results Briefing, David Gibson tweeted this around 50 minutes ago.
More or less given, but thought it was worth mentioning (again).
Source: https://twitter.com/gibbogame/status/428422588948168704
More or less given, but thought it was worth mentioning (again).
Randolph Freelander
Member
As it should be (up in software). The install base is larger. However, it should be noted that DS was near its software peak at about this time, though it did increase the following year before beginning a rather sharp decline even as the hardware base continued to grow by another ~50%.
Right? So happy with that.
Graphics Horse
Member
Ohh thanks, I should have noticed.
outunderthestars
Banned
Nintendo launched a new Pokemon game but it didn't move the needle in terms of hardware sales. That is pretty damn shocking.
The PokemonHun4 effect I'd say.
Nikodemos
Member
It's a considerably poorer indicative of user base size than sold-through numbers (especially in cases where large amounts of units are languishing in warehouses). Microsoft and Sony changed the rules by switching to reporting (and emphasizing) sell-through (unsurprisingly, since it's advantageous for their message).
Aquamarine
Member
Rösti;98815292 said:
I told you guys I had the right info. ;-)
vinnygambini
Why are strippers at the U.N. bad when they're great at strip clubs???
Negatives to take from the report:
- Inventories at record high : Approx. 1.8 Billion US
- R&D + Marketing expenses increased despite lower results from previous year
- Wii U commercial failure
- Nintendo did not release results for Super Mario 3D World sales (very indicating)
- 3DS shipments declined compared to last-year regardless of 2DS release
Positives:
- Nintendo digital revenues increased from 110 million to 180 million (increase of 64%)
- Pokemon X&Y very successful at over 11 million
- Share repurchase program
- Somehow (don't know how) Nintendo increased their balance sheet
- Inventories at record high : Approx. 1.8 Billion US
- R&D + Marketing expenses increased despite lower results from previous year
- Wii U commercial failure
- Nintendo did not release results for Super Mario 3D World sales (very indicating)
- 3DS shipments declined compared to last-year regardless of 2DS release
Positives:
- Nintendo digital revenues increased from 110 million to 180 million (increase of 64%)
- Pokemon X&Y very successful at over 11 million
- Share repurchase program
- Somehow (don't know how) Nintendo increased their balance sheet
Conflict NZ
Member
Only 7.76m 3DS' during the holiday season with a $99 2DS and pokemon is way lower than I expected, I would've thought 12m+. I guess the Mobile market is heavily eating into that Nintendo marketshare.
Surely that's a positive. It shows there's something coming.
Also, regarding Mario, Nintendo seldom reveals numbers in this release, it's the supplementary one that comes alongside the investor meeting which details software.
2ds was $99 for one day at select retailers from what i recall. it wasn't a holiday-long thing. i suspect this year it will be though, like how the normal 3ds was $150 and the xl was $170.
i suspect that as okay as the us sales are, the real issue is in europe.
And_Gignac
Member
It is really worrisome. I think they need to find a different hardware solution to the mobile dilemma since the software and 2DS "solutions" aren't cutting it.
For a hardware company 'sales' = sales to retailers
Hence why it's called shipped by others.
Sho_Nuff82
Member
Earnings report numbers are always shipped, it's the number investors actually care about.
Nintendo sold 3.45 million units in their first year. Then they estimated that they would sell 9 million in their second year.
Before the holidays, they had sold ~500k in year two. And yet they still insisted that they would sell 9 million by the end of the year, which means that they hoped they would sell ~8.5 million over the holidays. It stands to reason that they had ~8.5 million left to sell at that point, doesn't it?
They sold ~1.91 million over the holidays (2.41 million in year two overall). I don't see how it's possible that Nintendo isn't sitting on ~6.5 million unshipped units.
Someone please tell me I'm an idiot.
the androgyne
Member
Phanservice
Neo Member
Thanks!
_underfooter
Banned
I am surprised to see Wii Party U sell over a million. It must have pushed over 100k in NA by the sounds of that.
Underrated little party game. I play it with my girlfriend.
Underrated little party game. I play it with my girlfriend.
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 fotecast - 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
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 fotecast - 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
Did you miss this part in the OP?
"Super Mario 3D World - Some number more than 1 million worldwide lifetime shipped copies (+ eShop sales to consumers)"
It sold over a mil worldwide , what numbers do you want them to release?
Also so glad both 3DS and WiiU Zelda games sold great
Panajev2001a
GAF's Pleasant Genius
Well, a lot of manufactures do channel stuffing from time to time, but having to report negative shipments like Nintendo had to do for Wii U last year is not so common I think.
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