Kazuma Kiryu
Member
New quarter, same old results, install base wise.
Well this is only half true for half a fiscal year.They're happy with huge monthly and yearly declines in hardware sales??
That's poor business.
Not people that plan to buy a 3DS this holiday. Only us on the internet knows about the N3DS. Plus the people that buy hardware years after it is available are always on the lagging side of hardware adoption curves.Unless USA and Europe have good deals for holidays, 3DS sales will be bad. People know that n3DS is coming.
There's an investor briefing at 10AM JST on the 30th of October (tomorrow morning, Japan time). We'll get digital versions in English of the slides and a transcript of the speech tomorrow, but the Q&A won't be up until a day or so later in Japanese, followed by an officially translated English version a couple of days after that (I'd guess Monday Japan time).
Unfortunately, due to a change in his company's policy, @gibbogame (aka David Gibson) won't be able to live-tweet the event, iirc, as he has done in the past.
They've only shipped 1.88m in total across the whole "Others" region, which includes the whole world outside of Japan and Americas. If the channel is still stuffed with even that small total then it just goes to show how much of an irrelevance Wii U is in PAL/Others. In comparison it has shipped 630k in H1 for a total of 3.43m in the Americas.
This bodes well for their future plan to consolidate development. The smartphone threat probably can't get far more acute. To make a healthy quarterly profit with a catastrophic console, a collapsed handheld, and negligible third party licensing fees is a good sign. If they use their resources more carefully, I think Nintendo can continue as a hardware maker for a while longer.
Oh yeah, I forgot about the change in policy. Oh well, I guess we'll have to wait a little longer to hear the ridiculous questions the investors are going to ask.
On a related note, has it been said if Iwata is gonna be the one giving the presentation/asking questions or will it be Miyamoto again?
Japanese video game maker Nintendo Co's Chief Executive Satoru Iwata said on Wednesday he had recovered well enough from surgery in June to remove a tumour in his bile duct to enable him to resume his regular work duties.
The veteran executive's comments came as he presented Nintendo quarterly earnings in his first appearance before reporters since having surgery. He said he had lost weight, but felt healthier.
Iwata has come under pressure in recent years over Nintendo's declining popularity as consumers shift to mobile gaming and new consoles from rivals Sony Corp and Microsoft Corp. But on Wednesday Nintendo reported an unexpected quarterly operating profit, thanks to improved sales of its Wii U console.
Fantastic news! New thread worthy?
Historically, only one Corporate Management Policy Briefing has been holden annually (calendar year) either in January or October. Meaning that this calendar year, we will have had two of these briefings! Prepare for megatons, even gigatons. I say.Corporate Management Policy Briefing / Second Quarter Financial Results Briefing (for institutional investors and securities analysts)
I'm very glad to hear this.
Rösti;136408123 said:Excellent news, I'm glad to see the negative trend (losses) has come to a halt. What intrigues me the most is the briefing tomorrow however, mainly becuase of what it's being called:
Historically, only one Corporate Management Policy Briefing has been holden annually (calendar year) either in January or October. Meaning that this calendar year, we will have had two of these briefings! Prepare for megatons, even gigatons. I say.
Shame David Gibson won't be able to live tweet though, but we'll get the slides soon enough anyway.
I'm very glad to hear this.
Rösti;136408123 said:Excellent news, I'm glad to see the negative trend (losses) has come to a halt. What intrigues me the most is the briefing tomorrow however, mainly becuase of what it's being called:
Historically, only one Corporate Management Policy Briefing has been holden annually (calendar year) either in January or October. Meaning that this calendar year, we will have had two of these briefings! Prepare for megatons, even gigatons. I say.
Shame David Gibson won't be able to live tweet though, but we'll get the slides soon enough anyway.
I'm very glad to hear this.
WEB
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SHOP
XD
0.6 million WW sales in a year?
That's awful, Wii U will do less than GameCube.
Wii U will do less than Gamecube but 0.61M in 3 months not a year
It looks like they still aren't making WiiU and thus reducing operating loss (it's still a loss but it got reduced quite a bit). Until they clear out all WiiU stocks they really can't do about the price IMO.
with the holidays, it's entirely possible they actually post a net profit and operating profit for the year.
with the holidays, it's entirely possible they actually post a net profit and operating profit for the year.
There's no doubt they will achieve a profitable FY15; but how much however?
I'm not sure they will be able to achieve their Projected Operating Income of 40 Billion Yen as usually they do 25-30 Billion Yen each Q3 for the last 3 years.
They are going to need a strong holiday season as Q4 is basically dead-weight.
There's no doubt they will achieve a profitable FY15; but how much however?
I'm not sure they will be able to achieve their Projected Operating Income of 40 Billion Yen as usually they do 25-30 Billion Yen each Q3 for the last 3 years.
They are going to need a strong holiday season as Q4 is basically dead-weight.
Depends on the n3ds release plans and date for the western audience. Maybe they can push something in the last Quarter.
Depending on the nature of QOL (that could likely be unveiled in around 15 hours from date of post), the stock price could see a return to its former glory (perhaps not full, but by a good margin). amiibo should help too, though initially by a lower extent.Looks like Nintendo could really be getting back on track(to full profitability), I imagine Q3 will be even better with two Smashes and Pokemon. They definitely did way better than I thought they would for this quarter.
A February release for n3ds might make Q4 not so dead as usual and give a nice boost for FY results.
Rösti;136410589 said:Depending on the nature of QOL (that could likely be unveiled in around 15 hours from date of post), the stock price could see a return to its former glory (perhaps not full, but by a good margin). amiibo should help too, though initially by a lower extent.
Don't get your hopes up Rosti! Q2 meeting will be about digital adoption rates for DLC Hyrule Warriors + Mario Kart Pre-Order and their licensing opportunities.
Q3 Meeting will be about QOL for sure!
I'm basing my expectations on that Mr. Iwata said during the Corporate Management Policy Briefing/Third Quarter Financial Results Briefing in January this year the following:Don't get your hopes up Rosti! Q2 meeting will be about digital adoption rates for DLC Hyrule Warriors + Mario Kart Pre-Order and their licensing opportunities.
Q3 Meeting will be about QOL for sure!
Source: http://www.nintendo.co.jp/ir/en/library/events/140130/05.htmlToday I would like to limit my presentation to the general direction of our new business, but I plan to announce more details within 2014. I then plan to talk about its specific features and a clearer vision of what we really mean by the term non-wearable.
This new business will be launched during the fiscal year ending March 2016, which begins in April 2015. As this is a completely new field of business, our plan is to make it contribute to our overall business and position it for growth from following fiscal year.
Source: http://www.nintendo.co.jp/ir/en/library/events/140508/02.htmlToday, please let me touch on the progress of some of these projects. However, regarding the medium-term goals, including the challenge of expanding into a new business area to improve people's QOL in enjoyable ways to be launched during the next fiscal year, I would like to disclose more specific information later this year.
See Rosti's post from earlier: this investor's meeting is titled in the same way as the one from January, and it usually happens once during a fiscal year, but this time twice.
with the holidays, it's entirely possible they actually post a net profit and operating profit for the year.
Aaah, operating loss almost zero and no Pachter saying there's no investor meeting. Things couldn't be better this year!
Iwata's back and Nintendo performed better this quarter : good news!
Now I imagine the briefing will be like "well, we are in a better shape now and let's see how this will improve this holiday season and in 2015". They could give hints of things to come. And I still expect a "2015 line-up" Nintendo direct by the end of november.
LTD through the equivalent period (to September 2003) was 10.45M HW, 75.01M SW.WiiU Vs Gamecube shipments please?