This is old news, and considering how much they sold on the holidays I would put the "blame" on all other quarters instead of Holiday and these games that sold a lot and pushed a lot of consoles.
But since they didn't reviewed their forecast until this one they really can't officially blame any other period besides what was between the two quarterly reports.
duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"
http://gamrconnect.vgchartz.com/post.php?id=8808363
Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"
http://gamrconnect.vgchartz.com/post.php?id=9008994
Azzanation: "PS5 wouldn't sold out at launch without scalpers."