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I don't think Sony will profit (PS3 is down, PSP is down, PS2 is down, PSVita is a flop, the Yen is strong, US holiday sales dropped, Japan is back in a recession, etc etc), but Nintendo's margins should also be helped a bit by having major titles available online now.

My guess is:

Wii U software is below expectations by about 10-20% in the West...unless online sales are very good.

Wii software is about at expectations, hardware probably about right too (2-3m holiday quarter, holiday quarter = 1/2 the fiscal year)

DS software is about at expectations, hardware about right.

Wii U hardware is probably below expectations in the US and a bit above in Japan, with Europe getting screwed in the process..probably a bit lower than expected overall, say 10%.

It looks like 2013 will set up for a very strong Nintendo year in Japan - 3DS at 6m could happen, and Wii U will probably do like 2-3m. PS3 & PSP will be down to well under 1m, with Wii hanging around at maybe two hundred thousand too.

 



People are difficult to govern because they have too much knowledge.

When there are more laws, there are more criminals.

- Lao Tzu