Again?

We talk about Q1.

Jan to March.

PS4 down. that's all.

That's Q4...

Oh well, Q4.

Any way, still down.

7 gen shipment:
XB360: 500,000 (400,000 to 600,000)
PS3: 400,000
Wii: 80,000

Wii U is overtracked on VGChartz (well this was very obviously).
Software seem alright (Nintendo includes digital).
Wii is doing much better than I expected!

After looking at the balance sheets, there was some interesting points:

Notes and Securities went up, although inventories were cut at half. Looks like production was more in line with expectations than last year. Yet, net sales are down compared to last year. With that in mind, they have increased their allowance for doubtful accounts. Interesting.

In the non current assests part we can see that the building in process ended, or construction are almost finished. If I remember correctly, during the last months Nintendo started operations in the new HQ.

On the other side, Software is basically the same amount as last year. If Nintendo really wants to unify the development tools there are two scenarios: or the investment in that platform began since years before, or at least in FY2015 didn't begin.

About liabilities, in general they mainteined the amount, some accounts are up and some down, but in general the same as last year. Considering the current assets, this is healthy.

Also, it looks like the Foreign currency didn't hurt a lot Nintendo like last year.

Finally, the Income. Sales are down, but cost too. Basically they are ready for a price cut.

BTW, handheld hardware sales are down a lot, while consoles are up, but not as good as the handheld's decline.

So they expect the WiiU to be flat YOY and the 3DS to be slightly down. I think their estimate for the 3DS is fair, but seems high for the WiiU. That remains to be seen though, but if Sony/MS drop the price on their consoles (either 7th/8th generation, or both), then it will negatively impact the WiiU's numbers, IMO.

That is 20%, not 25%, and the post you initially responded to was for the fiscal year, not the quarter.  The Wii U is up less than 10% for this quarter.  Down over the last two quarters.

When is the investor meeting/Q&A?

Good to see they can still turn a profit even if the system numbers are low.