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Soundwave on 26 October 2014
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Vena said:

The 3DS is, what, 50% hardware shipments from last year? It won't be in this quarterly report but they'll no doubt miss the targeted sales figures but they won't be as far off given the strong holiday line-up and the n3DS sales. I'd expect them to get 9-10 million rather than their anticipated 12 million.

The WiiU will likely ship 500-700k, somewhere in there given their higher, but slipping baselines. They'll probably make their year-end expectations for the WiiU.

What I'm interested in seeing is how this year (and next) will compare on software and profits therein for the WiiU and 3DS. The WiiU software has been seeing pretty good numbers unlike last year where there was no software. The 3DS has had a weak mid-year but they have a jam-packed holiday into next year which is where they completely dropped the ball last year with the holidays leading into nothing. And they'll likely be seeing increased software profits from the DLC.


I think Nintendo will be fairly bitterly dissapointed with 9-10 million 3DS' for the fiscal year, but they probably have no choice but to grin and bear it. 

I think the one silver lining this fiscal year will be that amiibos will make a very nice chunk of change ... at $14 a pop, the profit margin on those plastic toys is probably through the roof. I think Nintendo's almost going to think "screw selling video games, toys is where its at", lol.