My statement was confirmed by both Ubisoft and Activision when they initially announced that their 2013 AAA lineups were coming to Wii U. Here's a statement by Ubisoft's Alain Corre
"We believe in Nintendo," he said. "Nintendo is a company that has proven in the last 30 years that they are able to fascinate tens of millions of gamers.
"Nintendo is a great game creator; they are magic to a lot of gamers.
And we've had a lot of great experiences with Nintendo in the past, such as the Wii and the Just Dance franchise. It has become one of the major franchises on the Nintendo system and is growing on Wii U."
Eric Hirshberg of Activision made similar statements. You have to read between the lines a bit, but the clear implication is that Ubi/Activision wants to sell their casual games on Nintendo hardware. On the other hand, their hardcore games for Wii U have limited print runs and no advertising, so I think we can put 2 and 2 together