Support NeoGAF

[vinnygambini]

Market Expectations for Q3 were as followed:

EARNINGS FORECAST: Nintendo is expected to report a net profit of ¥35.52 billion ($301.67 million) for the three months ended December, according to a poll of six analysts surveyed by financial data provider Quick. A year earlier, it reported a net profit of ¥9.6 billion.

REVENUE FORECAST: Revenue is expected fall to ¥275.54 billion from ¥302.5 billion a year earlier.

http://blogs.wsj.com/digits/2015/01/27/nintendo-earnings-what-to-watch-7/

Nintendo Q3 Results:

Net Sales: ¥271.521 billion yen
Operating Income: ¥31.819 billion yen
Net Income: ¥45.215 billion yen

Nintendo Full-Year Guidance:

Net Sales: ¥550 billion yen (&#8595
Operating Income: ¥20 billion yen (&#8595
Net Income: ¥30 billion yen (&#8593

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

Additional Information Q3 (Software/Hardware Shipments, Digital Sales, Cash & Equivalents):

Pokemon ORAS: 9.35 million
Super Smash Bros 3DS LTD: 6.19 million
Super Smash Bros Wii U LTD: 3.39 million
Mario Kart 8 LTD: 4.77 million
Wii U HW: 1.91 million
3DS HW: 4.99 million
Amiibo: 5.7 million
Digital Sales: ¥10.4 billion yen
Cash & Equivalents: ¥920.531 billion yen (&#8593

3DS

Tomodachi Life: 3.96 million LTD
Mario Kart 7: 11.42 million LTD
Pokemon XY: 13.70 million LTD
New Super Mario Bros 2: 9.01 million LTD
Animal Crossing: New Lead: 8.73 million LTD
Kirby: Triple Deluxe: 1.70 million LTD

Wii U

Super Mario 3D World: 3.79 million LTD
Nintendo Land: 4.44 million LTD

In essence, we have ourselves the beginnings of a comeback/improvement as this will be their first fiscal-year profit positive in four years, though greatly aided by abenomics and cost-cutting measures.s. Investors are also awaiting more details on its new healthcare-related service: Quality of Life & licensing ventures/opportunities - look forward to that on Investors Conference tomorrow at 8pm EST.

Edit: IR Meeting postponed until further notice - Iwata is sick

Will update thread throughout & Additional Information segment.

http://www.nintendo.co.jp/ir/pdf/2015/150128e.pdf

Courtesy of 1stCourse:

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

 

[JoeM86]

Still in the black for the second quarter in a row. Definitely a comeback, though a bit mooted. Wii U isn't doing all that well (though has passed 9m).

 

[Log4Girlz]

Congrats Ninty

 

[Nirolak]

Well, I get the sense that Smash Bros will be getting handheld entries on a continual basis from now on.

That's already over half of what Brawl sold LTD on 3DS alone (12.14 million).

The game is pretty close to Brawl's LTD between the two platforms in general.

 

[foxuzamaki]

Nice!

 

[kuroneko0509]

3DS finally reaches 50 millions

 

[SatoAilDarko]

I wonder if they are lowering both 3DS and Wii U forecasts or if the latter was able to meet them.

 

[Log4Girlz]

Well, I get the sense that Smash Bros will be getting handheld entries on a continual basis from now on.

I expect several console titles to get handheld entries next generation. That's not too far off.

 

[NamikazeBurst]

So like 50% of Wii U owners own Mario Kart 8? That is ridiculously high.

Hopefully Nintendo continues this trend of doing well.

 

[Nirolak]

I expect several console titles to get handheld entries next generation. That's not too far off.

Yeah, I think this shows there's some untapped potential here, especially given how their console line is doing currently.

 

[Sandfox]

The investors conference should be interesting.

 

[JoeM86]

Wii U has sold 3.03m this fiscal year (unless I'm misreading). That's in line with what they projected.

The investors conference should be interesting.

Yep. Will be tomorrow

 

[Aroll]

With the realities of this, does it mean Nintendo is actually on pace to meet their initial projection of net revenue for the year? Because analysts had it undershooted and were projecting them to be well short.

I mean, it's a nice comeback of course - especially given the last 3 years - but it's a question of if this can be sustained and continued now that all their big games have hit store shelves.

 

[Harusame]

Overall, it looks pretty good! I look forward to Nintendo's performance throughout 2015

 

[Tripon]

Smash 4 is already over 9.5 million shipments combined? Is this the fastest rate Smash has sold?

 

[Josh5890]

So like 50% of Wii U owners own Mario Kart 8? That is ridiculously high.

Hopefully Nintendo continues this trend of doing well.

That reminds me of the attach rate of some Nintendo 64 games. I just remember that every kid in my school that had a N 64 had Kart, Zelda, and Mario 64.

 

[J@hranimo]

Good to hear that money is still flowing in for Nintendo!

Now to enjoy what's to come in 2015.

 

[Sandfox]

So like 50% of Wii U owners own Mario Kart 8? That is ridiculously high.

Hopefully Nintendo continues this trend of doing well.

50% is crazy high.

Yeah, I think this shows there's some untapped potential here, especially given how their console line is doing currently.

Given how consoles do better in the west and handhelds do better in Japan it would be interesting to see if they try something like that assuming they come out with a console that preforms better.

 

[Nirolak]

I wonder if they are lowering both 3DS and Wii U forecasts or if the latter was able to meet them.

I think this was the original forecast?

                3DS       NDS       Wii        Wii U
	
Hardware        12.00      -        0.50       3.60   

Software        67.00      -        9.00       20.00

 

[deleted]

5 Million 3DS isn't too much though, is it? What did it sell last year in Q3?

Nice sales on SSB though. Mario KArt selling steady is also a great thing.
I can't put a pin towards the Wii U sales though. How do they compare to 2013 Q3?

 

[KaneU]

I am happy that they made a profit, I hope they drop the price of Wii U soon though.

 

[FZZ]

My QOL is ready

Also 2016 new handheld and 2017 new console with hybrid architecture incoming

Ninty ninth gen is gonna be interesting

 

[udivision]

Amiibo: million

*narrows eyes*

 

[Chittagong]

It says a lot of Nintendo's operation that even if their other platform is outright bombing and other isn't as hot as any of its successors, they still manage to churn a healthy profit

 

[theprodigy]

I think this was the original forecast?

                3DS       NDS       Wii        Wii U
	
Hardware        12.00      -        0.50       3.60   

Software        67.00      -        9.00       20.00

speaking of which, where's the updated version of the software/hardware LTD charts

Spoiler

edit it in to the OP pls

 

[Nirolak]

50% is crazy high.

Given how consoles do better in the west and handhelds do better in Japan it would be interesting to see if they try something like that assuming they come out with a console that preforms better.

Well, Smash 3DS only did around 2 million copies in Japan, so even with the massive decline in handhelds in the West, they still sold 4 million copies (more than the Wii U version worldwide) in the region.

 

[Sylverstone14]

I am happy that they made a profit, I hope they drop the price of Wii U soon though.

Not too keen on that, considering the options there are in owning a Wii U nowadays.

 

[Vieira]

I'm very happy to see these numbers.
Go nintendo, go!

 

[MisterGrey3000]

Well, I get the sense that Smash Bros will be getting handheld entries on a continual basis from now on.

That's already over half of what Brawl sold LTD on 3DS alone (12.14 million).

The game is pretty close to Brawl's LTD between the two platforms in general.

Seeing as they're planning on creating the whole iPhone/iPad-like brother consoles, this'll probably be the case from now on; Smash is just one of those franchises that makes sense being on two platforms, kind of like Mario Kart.

 

[ArcaneFreeze]

I am happy that they made a profit, I hope they drop the price of Wii U soon though.

If they want to keep making profit I doubt they will. Atleast not until they've cleared their current stock out.

 

[random25]

Pretty much expected to be positive given the strong 2014 for both 3DS and Wii U as compared to 2013. Hopefully the momentum continues this year and beyond.

Smash 4 combined will most likely outsell Brawl at the end of the year or two. Really a great decision to have it on handheld in hindsight.

With Mario Kart 8 at 4.77 million, how does it fare to the lowest selling MK (Super Circuit on GBA)?

Edit: Around 5..47 million for Super Circuit...looks like it's gonna be eclipsed sooner that expected

 

[Welfare]

Nice results for the Wii U. Thought it would do better though.

 

[leroidys]

Seeing as they're planning on creating the whole iPhone/iPad-like brother consoles, this'll probably be the case from now on; Smash is just one of those franchises that makes sense being on two platforms, kind of like Mario Kart.

This is nothing but armchair analyst conjecture (with a large helping of misinterpreting statements) at this point.

 

[vinnygambini]

Sadly, Nintendo did not provide any updates on amiibo but will most likely provide reference slides on their presentation.

Good news is their profitable, balance sheets are up considerably, digital sales are also rising.

Bad news is Nintendo slashed their Full-Year Forecast due to Euro forex (down to 130Y), lower 3DS HW sales, from ¥40 billion yen Operating Profit to ¥20 billion yen; however, Net Income Up by ¥10 billion yen to ¥30, due to exchange gains.

 

[Log4Girlz]

Their next console and handheld should focus heavily on Amiibo imo. The home console should be a superset of their handheld and come with an Amiibo starter pack bundled in.

 

[Sylverstone14]

*narrows eyes*

Surely, they mean billion, right?

Spoiler

That part alone threw me off, considering how amiibo has been the hottest thing since sliced bread for Nintendo.

 

[kuroneko0509]

Surely, they mean billion, right?

Spoiler

That part alone threw me off, considering how amiibo has been the hottest thing since sliced bread for Nintendo.

No amiibo stuff in the reports.Have to wait for tomorrow's slide I guess

 

[crinale]

What caused their fisical operation income forecast being halved?

 

[SwiftDeath]

Nintendo's always been really good at controlling costs and profiting from being conservative. I am kind of curious if they will simply remain conservative in future endeavors or make riskier moves for larger marketshare/presence.

Still good results overall

 

[theprodigy]

Sadly, Nintendo did not provide any updates on amiibo but will most likely provide reference slides on their presentation.

Good news is their profitable, balance sheets are up considerably, digital sales are also rising.

Bad news is Nintendo slashed their Full-Year Forecast due to Euro forex (down to 130Y), lower 3DS HW sales, from ¥40 billion yen Operating Profit to ¥20 billion yen; however, Net Income Up by ¥10 billion yen to ¥30, due to exchange gains.

you know, leaving in "million" as a placeholder on Amiibo is going to confuse people, should probably edit that out for the moment

 

[Nirolak]

Sadly, Nintendo did not provide any updates on amiibo but will most likely provide reference slides on their presentation.

Good news is their profitable, balance sheets are up considerably, digital sales are also rising.

Bad news is Nintendo slashed their Full-Year Forecast due to Euro forex (down to 130Y), lower 3DS HW sales, from ¥40 billion yen Operating Profit to ¥20 billion yen; however, Net Income Up by ¥10 billion yen to ¥30, due to exchange gains.

Nintendo has always struck me as particularly vulnerable (in both directions) to forex.

I guess that's the result of not having actual overseas operations outside of regional publishing/distribution branches to invest local earnings in.

 

[fredrancour]

Surely, they mean billion, right?

Spoiler

That part alone threw me off, considering how amiibo has been the hottest thing since sliced bread for Nintendo.

From the formatting, It looks more like a missing number than a statement of exactly 1 million.

 

[Kathian]

Do we have any idea what the top selling game is when next gen only is viewed? Just wonder how Nintys software stacks up.

I'd say this is a good result. 3DS this Q4 and next year will be a big test. Wii U has Zelda at the least to keep things at the very most ticking over.

 

[Sandfox]

Nintendo's always been really good at controlling costs and profiting from being conservative. I am kind of curious if they will simply remain conservative in future endeavors or make riskier moves for larger marketshare/presence.

Still good results overall

Didn't they spend some money last year outside of the Yamauchi thing?

 

[Mpl90]

I expect several console titles to get handheld entries next generation. That's not too far off.

Isn't that what already happens right now, after all? I mean, this gen we got a 3D main Mario on a handheld, as well as Paper Mario, remakes of 3D N64 Zelda games, and of course Smash Bros.
Of course, probably the rate will increase further in the future. Especially with the NintendOS idea.

 

[Josh5890]

5 Million 3DS isn't too much though, is it? What did it sell last year in Q3?

Nice sales on SSB though. Mario KArt selling steady is also a great thing.
I can't put a pin towards the Wii U sales though. How do they compare to 2013 Q3?

I think the news of the "new" 3DS probably slowed sales of the current models.

 

[JoeM86]

I think the news of the "new" 3DS probably slowed sales of the current models.

Yeah. I bet Nintendo are kicking themselves for not releasing the N3DS globally last year. Probably would have made them hit their 3DS target.

Didn't they spend some money last year outside of the Yamauchi thing?

Yep. Expansion with the new R&D building and more hirings.

 

[guit3457]

Their assets had a significant jump. Well done Nintendo.

 

[Log4Girlz]

Isn't that what already happens right now, after all? I mean, this gen we got a 3D main Mario on a handheld, as well as Paper Mario, remakes of 3D N64 Zelda games, and of course Smash Bros.
Of course, probably the rate will increase further in the future. Especially with the NintendOS idea.

No? I mean like this

Mario Galaxy 3, two SKUs, console and handheld at practically the same time.

Mario Kart 9, same.

Identical games in nearly every way.

 

[theprodigy]

5 Million 3DS isn't too much though, is it? What did it sell last year in Q3?

Nice sales on SSB though. Mario KArt selling steady is also a great thing.
I can't put a pin towards the Wii U sales though. How do they compare to 2013 Q3?

I think shipments are actually the exact same as last year, which is pretty coincidental but eh whatever

edit: actually it's down from 1.95m to 1.91m