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Soundwave said:
vkaraujo said:

1- They do have a ¥160bn in inventory. If half of that are Wii Us, than they don't really have to produce anything this year (if their forecast is right).

2- Dropping the gamepad may also be plausible. I enjoy mine, but it is surely not helping. Even if they keep selling at zero profit after taking the gamepad, they would be able to sell more units and move more software.

3- They do have a good 3DS software line for this year, but it could use some improvement. For now they have:
Tomodachi Life (sure hit japan, risky on west)
Pokemon Ruby/Shappire Remake
MH 4 (early 2015, it may make it into this fiscal year)
Super Smash
Persona Q
Professor Layton vs. Phoenix Wright on West
One Piece: Unlimited World Red on West (Not sure this is as important, but i like it)

There are other games, but not as relevant.

4- If all Wii U exclusive games expected for 2014, do come this year to the west, its situation should improve:
Hyrule Warriors (Set for Japan Summer)
Bayonetta 2 (Set for Japan Summer)
Sonic Boom
Monolith's X
Super smash Bros
Watch Dogs (Selling poorly or not, it does improve Wii U library)

5- I do think they can profit if they make a good case as a second console, because this seems as a very weak year for the HD twins. For that, Wii U needs to accessible (as cheap as it can, thats why dropping the pad and still selling at loss/zero profit) and they will not risk so much towards gameplay with their main IPs, like they did on Skyward Sword (they are already doing that, that's why the pad is not necessary)


If they've already got a glut of Wii Us sitting in inventory, then presumably they've also manufactured the gamepads to go with each console ... which may be a pretty big reason why they won't drop the game pad. 

I also think Nintendo wants to take a crack at this NFC market, even if it is oversaturated, and the game pad with the NFC reader is probably integral to those plans. 

I think Nintendo's game plan now is to switch from having the Wii U gain a large userbase, but now to milk as much money off the small number of Nintendo fans who do buy in. So no price cuts for hardware, and probably a push for existing Wii U owners to buy NFC toys. 

Nintendo might miss their guidance by not by a huge margin.

As explained above by the previous user, the Wii U's are already manufactured, as such, any losses booked are already factored in FY14.

There will be no price-cut this fiscal-year.

3DS HW guidance is bullish however; 8-9 million seems much more plausible.

Announced Software line-up seems good:

MK8 (3.5-4 Million)

Pokemon Ruby & Sapphire (8-10 Million)

Smash Bros Wii U & 3DS (8-10 Million)

Monster Hunter 4 Ultimate (1.5-2 Million)

Yokai Watch 2 (1.5-2 Million)

Further emphasis on IP Licensing (Google, Adidas, Penzoil and Callaway to name a few)

Further emphasis on downloadable games (Virtual Console DS + Gameboy Advance) + downloadable content (Season Pass, DLC)

Possibility of Pokken Fighter with NFC figure, huge opportunity.

There are still alot of variables we do not know, but I envision a profitable FY15 with an Operating Income of 250 million, not the 400 million from Nintendo.