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[SwiftDeath]

So with Nintendo's decision to only release the New 3DS XL in the US, I thought it might be interesting to look at 3DS SKU percentages by region

Region   | %OG3DS | %3DSXL |  %2DS  |
-------------------------------------
Japan    | 58.70% | 41.30% |   NA   |
Americas | 51.94% | 37.75% | 10.32% |
Other    | 48.70% | 38.11% | 13.20% |

I took out the sales of New 3DS's as they didn't seem pertinent.

Breakdown isn't that interesting although it appears "Others" market [I would assume mostly Europe] seems to have responded better to the 2DS than the "Americas" market has and that "Americas" has responded the least to the larger model thus far, at least relatively speaking. Wonder if that might be why we're only getting the N3DSXL at first.

 

[jariw]

Q1 to Q3 Wii U sales have increased slightly year over year, from 2.41 million between Apr-Dec 2013 to 3.03 million last year. Disappointing since last year was Mario Kart and SSB. We saw these numbers coming, but it still hurts.

If you look at the region sales, Japan has dropped quite a bit year-by-year (almost half), "The Americas" (NoA?) has increased quite a lot, the "Others" region (NoE?) has almost doubled.

Japan is now only about 1/6 of the Wii U market for the current fiscal year.

 

[E-phonk]

They've done 3.03 million.

So maybe but it'll be close.

On average they have something like
120k japan (10k/week)
200k US
200k EU

They'll be close

 

[AdanVC]

Yay profit for Nintendo! It was an awesome 2014 for Wii U in terms of games so it's nice to see it reflected in profit for once! Looking forward for the conference with investors tomorrow. Don't know what should I wear though, maybe a suit

 

[random25]

How does the Wii U have a better attach rate than the 3DS...

Historically, handhelds have lower attach rates than home consoles, regardless of install base.

Aside from that, other factors of having a low 3DS attach rate includes
- low appetite for handheld games in the Western market
- almost no 3rd party support from Western publishers
- tons of Japanese games not getting localized to beef up the 3DS library overseas

 

[EulaCapra]

Yay! Excellent news! But at the same time...

 

[vinnygambini]

Update:

Hardware & Software Guidance for FY15 prior to new forecast:

3DS HW: 12 million
Wii U HW: 3.6 million
3DS SW: 67 million
Wii U SW: 20 million

Hardware & Software Guidance for FY15 with new forecast:

3DS HW: 9 million (&#8595
Wii U HW: 3.6 million
3DS SW: 61 million (&#8595
Wii U SW: 25 million (&#8593

 

[Glass Joe]

On average they have something like
120k japan (10k/week)
200k US
200k EU

They'll be close

Europe sales are much closer to Japan's numbers than the US's. When estimating, I'd go with something like 1:2:1

 

[udivision]

Update:

Hardware & Software Guidance for FY15 prior to new forecast:

They should've lowered the Wii U forecasts too... just because.

 

[FZZ]

Update:

Hardware & Software Guidance for FY15 prior to new forecast:

3DS HW: 12 million
Wii U HW: 3.6 million
3DS SW: 67 million
Wii U SW: 20 million

Hardware & Software Guidance for FY15 with new forecast:

3DS HW: 9 million (&#8595
Wii U HW: 3.6 million
3DS SW: 61 million (&#8595
Wii U SW: 25 million (&#8593

3DS taking hits, while Wii U making gains.

Ninty fucked up not launching n3DS worldwide in 2014.

 

[AdanVC]

Super interested to know what will be their upcoming plans for amiibo wich has been a tremendous success and literally a money maker since the holidays... even with those damn stock issues.

 

[Aaron Strife]

Great numbers, Smash and MK8 are monsters relative to their install base.

I wonder when MK8 will beat MK:SC and bury that stupid Polygon article for good. Should happen within the next year or so.

Historically, handhelds have lower attach rates than home consoles, regardless of install base.

Aside from that, other factors of having a low 3DS attach rate includes
- low appetite for handheld games in the Western market
- almost no 3rd party support from Western publishers
- tons of Japanese games not getting localized to beef up the 3DS library overseas

This is completely anecdotal but I feel like handheld gaming in the US is treated more like a novelty. Like people will buy a DS/3DS just for Pokemon and nothing else. Parents buying it for their kids will get them a game or two every year.

 

[Psycho_Mantis]

Wait so WiiU actually declined this year?

 

[Scoops]

Update:

Hardware & Software Guidance for FY15 prior to new forecast:

3DS HW: 12 million
Wii U HW: 3.6 million
3DS SW: 67 million
Wii U SW: 20 million

Hardware & Software Guidance for FY15 with new forecast:

3DS HW: 9 million (&#8595
Wii U HW: 3.6 million
3DS SW: 61 million (&#8595
Wii U SW: 25 million (&#8593

WiiU software over performing. Nice.

System has a terrific library and the heavy hitters like Smash and Kart have insane attach rates.

 

[1st Course]

add to the op please

3DS Unit Sales (Unit: Million)

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    0.59      12.24    43.33

FY 2014/15     0.82     1.27      4.99       -      7.08     50.41  



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    10.64     67.89    162.92

FY 2014/15     8.57     14.73    29.74       -      53.04    215.96

Wii U Unit Sales (Unit: Million)

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      0.31     2.72     6.17

FY 2014/15     0.51     0.61     1.91      -        3.03     9.20  



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    2.9       18.86    32.28

FY 2014/15     4.39     5.01     11.19       -      20.59    52.87

Wii Unit Sales (Unit: Million)

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

FY 2006/07       -        -      3.19     2.65      5.84     5.84

FY 2007/08     3.43     3.90     6.96     4.32      18.61    24.45   

FY 2008/09     5.17     4.93     10.42    5.43      25.95    50.39

FY 2009/10     2.23     3.53     11.30    3.48      20.53    70.93

FY 2010/11     3.04     1.93     8.75     1.36      15.08    86.01

FY 2011/12     1.56     1.79     5.61     0.88      9.84     95.85

FY 2012/13     0.71     0.61     2.21     0.45      3.98     99.84

FY 2013/14     0.21     0.26     0.60     0.15      1.22     101.06

FY 2014/15      0.09    0.08     0.21       -       0.38     101.44     
             
			 
Software       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY       LTD

FY 2006/07       -        -      17.51    11.33     28.84    28.84

FY 2007/08     15.98    20.99    47.38    35.25     119.60   148.44  

FY 2008/09     40.41    41.00    82.37    40.80     204.58   353.02

FY 2009/10     31.07    45.14    80.43    35.17     191.81   544.83 

FY 2010/11     28.17    37.04    85.33    20.72     171.26   716.09

FY 2011/12     13.44    23.01    52.61    13.31     102.37   818.46 

FY 2012/13     8.47     15.27    21.34    5.53      50.61    869.06

FY 2013/14     3.67     11.23    8.37     2.89      26.16    895.22

FY 2014/15     1.60      4.58    3.87       -       10.05    905.27

 

[watershed]

Super interested to know what will be their upcoming plans for amiibo wich has been a tremendous success and literally a money maker since the holidays... even with those damn stock issues.

Oh yeah I forgot about Amiibo. They could be a big driver for 2015. Especially with both the WiiU and N3ds being Amiibo enabled. But I think Amiibo still needs a killer app to push a lot of consumers to purchase.

 

[Anth0ny]

I don't think 3.6 million is happening for Wii U.

 

[Striek]

WiiU software over performing. Nice.

System has a terrific library and the heavy hitters like Smash and Kart have insane attach rates.

Software didn't overperform. Nintendo does something funky with their forecasts for bundled software.

They don't include it in the forecasts but they do include it in results.

 

[JoeM86]

Wait so WiiU actually declined this year?

No? It's up

 

[random25]

Wait so Wii U actually declined this year?

Only Q3 2014 vs Q3 2013. This fiscal year, Wii U already exceeded last year's numbers in only 3 quarters.

 

[Mpl90]

Update:

Hardware & Software Guidance for FY15 prior to new forecast:

3DS HW: 12 million
Wii U HW: 3.6 million
3DS SW: 67 million
Wii U SW: 20 million

Hardware & Software Guidance for FY15 with new forecast:

3DS HW: 9 million (&#8595
Wii U HW: 3.6 million
3DS SW: 61 million (&#8595
Wii U SW: 25 million (&#8593

It's good they revised down their forecast for 3DS, it was basically impossible to reach 12 millions at this point, even taking into consideration New 3DS launching in a little more than two weeks. Still, IMHO they diminished it too much (...maybe intentionally?): I think there's a possibility for them to reach 10 millions, considering the upcoming launch. I need to see more historical datas, though.
Don't know about the lowered software forecasts for 3DS. Surely, those overshipments from last year impacted this FY way too much for the platform, it's astonishing.
Wii U can still hit its forecast, and it's nice it basically reached its FY software forecast in Q3 already.

 

[Welfare]

Update:

Hardware & Software Guidance for FY15 prior to new forecast:

3DS HW: 12 million
Wii U HW: 3.6 million
3DS SW: 67 million
Wii U SW: 20 million

Hardware & Software Guidance for FY15 with new forecast:

3DS HW: 9 million (&#8595
Wii U HW: 3.6 million
3DS SW: 61 million (&#8595
Wii U SW: 25 million (&#8593

They seem confident on that Wii U forecast.

 

[Glass Joe]

Wait so WiiU actually declined this year?

No, 2.41m in 2013 vs 3.03m in 2014 when comparing the fiscal years. It did decline in Japan though.

 

[Scoops]

Software didn't overperform. Nintendo does something funky with their forecasts for bundled software.

They don't include it in the forecasts but they do include it in results.

That smells fishy from an investor standpoint lol

 

[foxuzamaki]

How does the Wii U have a better attach rate than the 3DS...

As a wiiU only owner(not getting a 3DS until N3DS) Ive been andament on buying alot of games for it, especially since I have a job now, I indulge in indies and VC(most of the VC being GBA) aswell as I dont limit myself to 1st party only, I get a decent amount of 3rd party games aswell.

 

[Striek]

That smells fishy from an investor standpoint lol

Ehhhh its not because they clearly state it in their financial statements.

Edit: It does make comparing results to their expectations a crapshoot though.

 

[Glass Joe]

As a wiiU only owner(not getting a 3DS until N3DS) Ive been andament on buying alot of games for it, especially since I have a job now, I indulge in indies and VC(most of the VC being GBA) aswell as I dont limit myself to 1st party only, I get a decent amount of 3rd party games aswell.

Indie downloads and VC aren't going to count toward the attach rate at all.

 

[random25]

I don't think 3.6 million is happening for Wii U.

570k is possible, if Wii U won't suffer the same slump that occurred in the last quarter of the last 2 years.

 

[theprodigy]

As a wiiU only owner(not getting a 3DS until N3DS) Ive been andament on buying alot of games for it, especially since I have a job now, I indulge in indies and VC(most of the VC being GBA) aswell as I dont limit myself to 1st party only, I get a decent amount of 3rd party games aswell.

I get your point, but those don't count in the report:

[Notes]
3 Software sales units and the number of new titles for Wii U are those of Wii U disc software (packaged and downloadable versions)

...speaking of which, what counts for software in Sony's sales announcements?

 

[Mpl90]

I get your point, but those don't count in the report:



...speaking of which, what counts for software in Sony's sales announcements?

Sony counts both disc (retail and digital) and digital only software.

 

[foxuzamaki]

Indie downloads and VC aren't going to count toward the attach rate at all.

I get your point, but those don't count in the report:



...speaking of which, what counts for software in Sony's sales announcements?

May I ask why they dont count towards the attach rate?

 

[theprodigy]

May I ask why they dont count towards the attach rate?

idk ask Nintendo

 

[deltatheta]

So this officially puts them in the black for current fiscal year, right?

 

[vinnygambini]

It's good they revised down their forecast for 3DS, it was basically impossible to reach 12 millions at this point, even taking into consideration New 3DS launching in a little more than two weeks. Still, IMHO they diminished it too much (...maybe intentionally?): I think there's a possibility for them to reach 10 millions, considering the upcoming launch. I need to see more historical datas, though.
Don't know about the lowered software forecasts for 3DS. Surely, those overshipments from last year impacted this FY way too much for the platform, it's astonishing.
Wii U can still hit its forecast, and it's nice it basically reached its FY software forecast in Q3 already.

I think they were right to lower their forecast. I mean what else is coming for Q4?

The Legend of Zelda: Majora's Mask - 1.5 million
Monster Hunter 4G: .5 million

 

[Glass Joe]

May I ask why they dont count towards the attach rate?

Historical precedent I guess. A bunch of $1-$5 downloads would definitely skew the numbers, too.

 

[marc^o^]

Good for Nintendo, 2014 was great as a fan and 2015 will be even better.

Mario Kart and Smash selling that well is a sign of hope for future HW sales, these communities/local play focused games are viral and will ensure steady sales.

With these profits Nintendo could switch back to a market shares gain objective, and cut Wii U's price.

 

[random25]

May I ask why they dont count towards the attach rate?

I'm not sure, but my take is VC sales are not included because it will skew the attach rate numbers, as those are games from previous consoles and attach rates refer to the average number of games bought specifically made for the system per console owner.

 

[ArchangelWest]

If you look at the region sales, Japan has dropped quite a bit year-by-year (almost half), "The Americas" (NoA?) has increased quite a lot, the "Others" region (NoE?) has almost doubled.

Japan is now only about 1/6 of the Wii U market for the current fiscal year.

Things should get better in Japan once Splatoon releases.

 

[The Dutch Slayer]

Maybe I just read over it but is their a number of Amiibos sold ww ltd yet?

 

[TheMagician]

Wii U is going to sell less than the GameCube isn't it?

 

[Rösti]

Good to see profit for Q3, though the modified full-year forecast is a bit peculiar. Now I will eagerly await the briefing tomorrow, hopefully for some new QOL details and perhaps some small comments about the console for emerging markets. Do we know if anyone will live tweet from there (Gibson stopped doing that a while ago if I remember correctly)?

 

[Lernaean]

Nintendo doing good is always good news to me.
Go, go, go, you crazy old dog!

 

[Oddduck]

Wii U is going to sell less than the GameCube isn't it?

It's still behind the Saturn and Dreamcast at the moment.

So yeah, probably.

On a side note, I'm glad to see Nintendo making a profit.

 

[AniHawk]

3DS attach rate is still bad it seems. Third parties leaving hurt Nintendo's handheld business the most.

3ds attach rate is in line with pretty much every successful handheld. the gb/c, psp, and gba all had an attach rate of somewhere between 4.25 and 4.75. the ds was like the ps2 of handhelds with its whopping 6+ games per unit.

 

[Psycho_Mantis]

Only Q3 2014 vs Q3 2013. This fiscal year, Wii U already exceeded last year's numbers in only 3 quarters.

No? It's up

Oh yeah now that 1st course has shown it I see. So just the holidays.

 

[fredrancour]

Wii U is going to sell less than the GameCube isn't it?

Unless Splatoon becomes a phenomenon, they release a sandbox amiibo game soon than becomes very popular, or Zelda U actually works as a major system seller, yes.

So, the wiiu is almost certainly selling less than the GC.

 

[theprodigy]

Things should get better in Japan once Splatoon releases.

I don't know why you would even begin to hope Splatoon would do something in a country where it went down 30% YoY with Mario Kart 8 and Smash

Wii U is going to sell less than the GameCube isn't it?

...you just realized this now?

Only if the sun comes out tomorrow

Spoiler

24 hour eclipse incoming

 

[Log4Girlz]

Wii U is going to sell less than the GameCube isn't it?

Only if the sun comes out tomorrow

 

[SparkTR]

Wii U is going to sell less than the GameCube isn't it?

That isn't up for debate, of course it won't.

 

[random25]

Wii U is going to sell less than the GameCube isn't it?

It is a general consensus by now, barring a big miracle where it sells ridiculously high on a consistent basis, or if Nintendo plans to keep its life long enough to reach GC numbers. Most likely both won't happen