tagged..need to read carefully..but from a glance that looks kinda bad

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tagged..need to read carefully..but from a glance that looks kinda bad

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Big difference in 3DS HW and Sw number between Nintendo and VGC
trestres said:
They shipped 171.26 million this past FY. |
Surely over 1m, given that the sales on the 26th April are exactly the same as the hardware shipments?
Erm...are these numbers good or bad, they look bad...
And what does VGC say?
I have all the data on the front page article. Iwata's presentation should be interesting.
Looking at their data I get the impression they're hedging about when to release Wii 2 - but it does seem like it won't be this fiscal year.
I don't really know why the Wii shipment figure is only 1.4m ish - we know USA sales were 1.06m, and Japan was 120k or something. Rest of the Americas adds 150k easy to that. If Europe didn't exist 1.4m would be fine, but Wii is still doing decent figures in EMEEA too - certainly enough for another 500k conservatively.
My guess is they're introducing some new Wii bundle with the price cut in May, maybe a new color, and they had to fully clear out stock to get retailers to fully embrace whatever they're doing. This year Easter & Golden Week are both late April, so the timing of a price cut for just after those holidays worldwide does make sense, particularly ahead of the new Wii Play in June and whatever else is going to release in the Summer.
I'm a bit surprised they could ship 9m plus 3DS games too - sell through wasn't real high in February - March. Also found it interesting that the Japanese earthquake was not credited for harming Nintendo's business at all - they explicitly say no direct effects in the PDF with their earnings.
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uhmm..
Wii lifetime shipments through march '11: 86.01m VGC sales through march 26th: 86.14m
DS shipments: 146.42m VGC sales: 146.66m
| TheSource said: I have all the data on the front page article. Iwata's presentation should be interesting. Looking at their data I get the impression they're hedging about when to release Wii 2 - but it does seem like it won't be this fiscal year. I don't really know why the Wii shipment figure is only 1.4m ish - we know USA sales were 1.06m, and Japan was 120k or something. Rest of the Americas adds 150k easy to that. If Europe didn't exist 1.4m would be fine, but Wii is still doing decent figures in EMEEA too - certainly enough for another 500k conservatively. My guess is they're introducing some new Wii bundle with the price cut in May, maybe a new color, and they had to fully clear out stock to get retailers to fully embrace whatever they're doing. This year Easter & Golden Week are both late April, so the timing of a price cut for just after those holidays worldwide does make sense, particularly ahead of the new Wii Play in June and whatever else is going to release in the Summer. I'm a bit surprised they could ship 9m plus 3DS games too - sell through wasn't real high in February - March. Also found it interesting that the Japanese earthquake was not credited for harming Nintendo's business at all - they explicitly say no direct effects in the PDF with their earnings. |
It makes perfect sense if Wii was overtracked at end of Q3 in EMEA and if we were overtracking EMEA for this quarter Wii sales.
Just look at France 2011 results someone posted.
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| TheSource said: I have all the data on the front page article. Iwata's presentation should be interesting. Looking at their data I get the impression they're hedging about when to release Wii 2 - but it does seem like it won't be this fiscal year. I don't really know why the Wii shipment figure is only 1.4m ish - we know USA sales were 1.06m, and Japan was 120k or something. Rest of the Americas adds 150k easy to that. If Europe didn't exist 1.4m would be fine, but Wii is still doing decent figures in EMEEA too - certainly enough for another 500k conservatively. My guess is they're introducing some new Wii bundle with the price cut in May, maybe a new color, and they had to fully clear out stock to get retailers to fully embrace whatever they're doing. This year Easter & Golden Week are both late April, so the timing of a price cut for just after those holidays worldwide does make sense, particularly ahead of the new Wii Play in June and whatever else is going to release in the Summer. I'm a bit surprised they could ship 9m plus 3DS games too - sell through wasn't real high in February - March. Also found it interesting that the Japanese earthquake was not credited for harming Nintendo's business at all - they explicitly say no direct effects in the PDF with their earnings. |
If Nintendo was really controlling the supply then i think we should have heard about shortages. I dont see even a single thread on Wii shortages.
Could it be that Nintendo over shipped Wii a bit too much in Oct- Dec 2010 Quarter.?
Just a point of view...
So Wii didn't sell anything at all in EMEAA in Q1 then? maybe a few 1,000's :S:S.
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Okay so both Wii and DS are overtracked by quite a bit here, about 900k each, considering how we usualy have a Sold/Shipped gap of about that?
They expect to sell 13 Million Wii's in the FY? With a pricecut? Looks like no big HW pusher in the Holidays for Wii, but all focus on the 3DS.
I now cannot wait to see what MS and Sony expect.
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