Aquamarine
Member
Earnings Presentation Updates from David Gibson (Senior Analyst, Macquarie Research Japan):
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
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)
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:
Source: Nikkei
http://www.nikkei.com/markets/compa...2E2E28E969C8A8EE1F2F2F2F2F2F2F2F2F2F2F2F2F2E2
The OP will be updated with more information as it comes out.
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.