spurgeonryan said:
Update: Now over, basically. You can see a more comprehensive version of the presentation through the slides posted here.
It’s that time once again! Nintendo is holding its usual investor’s briefing in Japan today, and analyst David Gibson is in attendance as usual.
We’ll round up Gibson’s tweets from the events below. I suppose you can consider this a live-blog of sorts.
- 9 of the top 20 titles in Japan are for the 3DS
- Europe/USA only has 3
- Nintendo doesn’t consider 3DS to be having a significantly positive performance given market is double in Japan
- 3DS has a 57% share of sales in Japan this year
- Only 18% share in Europe
- Only 20% share in the USA
- 3DS XL helped
- 3DS’ seven quarter sales have exceeded the DS
- On Wii U: Nintendo thinks there will be shipment bottleneck to meet demand
- GameStop sold pre-orders in 1.5 days
- 250,000 people are on the retailer’s wait list
- Wii price cut and bundles will drive sales
- Nintendo believes Wii buyer user base is different from Wii U, meaning the two won’t cannibalize each other
- 3DS connection rate increased from 10% to 72% in a year
- Japan and USA exceeded a rate of 80%
- The rate is lower in Europe/Australia, but Nintendo thinks that’s infrastructure-related
- Some retail software in Japan exceeded a rate of 15% from eShop downloads
- New Super Mario Bros. 2 is the highest digital game in the USA with Japan next
- Wii U digital downloads will be available “right after launch” (not clear if it this will literally be at launch)
- 3DS losses improved in the second quarter
- Decided on the Wii U price based on user acceptance of price, not on cogs
- “booked some WiiU costs in 2Q”
- Nintendo considering Nintendo TVii-like service for Japan; a different service is needed in Europe, and Nintendo has plans to announce that in detail in the near future
- “said nintendo’s focus is on game services, synergy with web and increased user satisfaction (rather than other services)”
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So does this prove handhelds aren't in trouble?
