We now know that the reason for this is returns. The Wii U didn't "really" sell as well as we thought it did during its launch period, but the tradeoff is that it isn't as DOOMED as it looks in the aftermath. The numbers are just shifted in a weird way. It might even be undertracked for February, assuming everyone returned their consoles in January.

Yeah Id imagine that Ubisoft really did want this to just launch raymen exclusive for the WiiU but weren't expecting it to sell this low so forced them to change plan last minute to avoid losing there investment.

The first graphs are worldwide numbers, as you see WiiU is behind everything else there too. I haven't gathered historical data for europe and japan so far, but it look not better in this regions. And in Japan this week the Vita sold more than the WiiU.

I agree with your second paragraph mostly. I would think the numbers are reason to worry at this point too, but yes, the games in march should have some effect.

"We know"? it is the first time I hear about this theory. And while I must say, that Pachters give this theory some more probability, the hint to software-sales really point to bad hardware sales. and even doubled sales wouldn't be great. It would be in line with Vita worldwide and in line with PS3 in the US (first years numbers for each). If the theory is true, we should see better sales in the coming weeks. That should proof or disproof this theory.