About 39 minutes in they get a question about WiiU. This is were they say 5 casual and 2 core games. Again, its really hard to understand... broken english, thick accents and stuttering. Here's what they say about WiiU:
-They are "extremely happy" with the console.
-The tablet brings "totally new gameplay" and "social functionality" including working 'simultaneous' (I'm not sure of word he was trying to say) with friends, receiving new challenges and communication. He rambles on and summarized his thoughts as it will bring "new games, with good functionality and very good internet usage."
-They say they think the system can be successive at bringing together core and casual gamers.
-7 games for WiiU this year. 5 causal game, one of which is exclusive. 2 core games, one being AC3, the other is exclusive. "Just Dance" brand and Avengers were mentioned earlier in the call for WiiU.
-They've emphasized multiple times during the call the importance of the WiiU as part of their business model... particularly with casual/social gaming.
Other tidbits:
-AC3 is on track to be the biggest launch in company history. Pre-orders in the US are already at a record high.
-They believe the biggest features for next gen consoles will new features that bring the "social revolution" to console.
- Ghost Recon Online is described as a "stepping stone" between the shooter market and online market.
-They are projecting a decrease a drop in their casual sales, but note that they did this last year and their sales grew.
Link:
Conference Call May 15, 2012