I think it could and should be a big part of their future.
They should remake a bunch of classic titles with modern graphics and sound. Games like Donkey Kong, Super Mario Bros, Zelda and other oldies. They could be available for Wii U or for a new tablet they may be working on and sell for $5. They would be more fun than most stuff on mobiles as is, and could also make new, original titles in a similar style. These games should be mixed with several key AAA titles released per year.