Hardware UP 4th Jan (Global Software up)

[zorg1000]

Yakuzaice said:

JWeinCom said:

And is any of that not what we expected?  Nintendo generally has a higher than average holiday bump, and it's also not either a new console or under any supply constraints.  This is perfectly within expectations.  Obviously not amazing numbers, but nothing to change your opinion on the Wii U from last week.

The general expectation definitely wasn't down YoY.  At least before we got the week 1 Japanese numbers.  Most people seemed to expect fairly strong YoY growth.  I've even seen quite a few predictions putting Jan-Mar sales higher than Oct-Dec sales.

Well America/Europe are slightly up YoY. Japan is the only region down but at this point last year it was still Wii U 4th week so perhaps it still had some launch hype going on.

Its the coming weeks that will show how bad the decline is. Last year week 2 saw it drop to sub 50k and by late Jan/early Feb each region had dropped to sub 10k for an average of 30k for most of the quarter.

If all 3 regions can stay in the 15-20k range for the next few weeks that would keep it above 50k WW and Donkey Kong is coming in February which should boost sales for a few weeks.

Overall I see this quarter being better than it was last year but anyone who thinks it will be higher than the holiday quarter is an absolute joke and should be disregarded.