viernes, 28 de octubre de 2016

Nintendo’s Fiscal Year 2016 Q2 Results


As most Japanese companies do at this time of year, Nintendo had to release its FY 2016 Q2 results and from there we got a look on how the Nintendo 3DS and Wii U are doing, on both hardware and software.
The content of this blog this will focus on what is happening on Japan, as Nintendo is based there they tend to give specific data on what’s happening home, which is very good for us. Making that clear, let’s get to it, will be splitting this post into three parts: General results, Wii U results and Nintendo 3DS Results.

General Results

For the fiscal year so far Nintendo is reporting a 38-billion-yen profit ($360 million), specifically, there was a 62-billion-yen profit for the quarter ($590 million) that made up for the 24-billion-yen loss of the first quarter ($229 million). Both Wii U and 3DS sales are somewhat poor, so the money isn’t coming from there, but it’s rather from Pokémon Go (in a small way) and mostly due to the sale of their majority stake on the Seattle Marines which came into effect on Q2.
For the fiscal year so far Nintendo has shipped 820.000 Nintendo 3DS units worldwide with 510.000 being shipped on Q2, the system is keeping an on par performance compared to FY2015 where It shipped 830.000 units during the same time frame. In terms of software there were 6.240.000 units of software shipped (that is physical units and digital sales of games available physically, not digital only games) with 4.150.000 being shipped on Q2; unlike hardware sales, software sales are down sharply, by nearly 3 million units.
On the Wii U side of town, there have been 160.000 units shipped, with 90.000 on Q2, software sales amount to 1.070.000 with 470.000 being on Q2.
Nintendo only gives data for specific games when they sell over 1 million units worldwide, for the fiscal year so far there have been only two.
There were 160.000 additional units of Pokémon OmegaRuby/AlphaSapphire shipped, briginng the game’s total shipments to 3.340.000 units. The second title was Kirby: Planet Robobot which was released during this fiscal year, 490.000 units have been shipped.

Moving onto Nintendo 3DS


On that graph up there you’ll see the entire history of the system on hardware and software quarter by quarter, pretty handy.
Doing one chart for each model will take too long so to be short, shipments by model are:
  • Original 3DS: 10.23m
  • 3DS XL: 7.04
  • New 3DS: 1.11
  • New 3DS XL: 3.48
  • 2DS: 0.28m

With more than 22 million units shipped to date the Nintendo 3DS family is Nintendo’s third biggest system in Japan ever, behind it’s predecessor, the Nintendo DS line, and it’s ancestor, the original Game Boy Line.
Japan is the biggest market for the system as shipments there at a 22.14m while it’s only shipped 20.73m in the Americas and 18.69m in the rest of the world, this applies to software too as software shipments in Japan are above 110m while shipments elsewhere are below 100m.
Not everything is great now, however, as sales of the system are down, despite new revisions, as the graphs here show sell through sales of both hardware and software are down, heavily.



This can be understandable however as low ammounts of big software keep people from buying big software and hardware, during FY2015 Q2 3DS saw releases such as Yo-kai Watch Busters, Animal Crossing: Happy Home Designer and Dragon Quest VIII, while in FY2016 Q2 the only release the size of that was Yo-kai Watch 3. This can be seen more clearly as the two lines start to separate just as Yo-kai Watch Busters was released.

Official game data released (note not all of this is up to date)

Million sellers by Nintendo and subsidiaries
  • ·       Animal Crossing: New Leaf: 5.150.000
  • ·       Mario Kart 7: 2.740.000
  • ·       Super Smash Bros. for Nintendo 3DS: 2.700.000
  • ·       New Super Mario Bros. 2: 2.580.000
  • ·       Super Mario 3D Land: 2.000.000
  • ·       Tomodachi Life: 1.950.000
  • ·       Animal Crossing: Happy Home Designer: 1.480.000
  • ·       Luigi's Mansion: Dark Moon: 1.120.000
  • ·       Pokémon X / Y: 4.570.000
  • ·       Pokémon Omega Ruby / Alpha Sapphire: 3.180.000

Million sellers by third parties
  • ·       Monster Hunter 4: 4.100.000
  • ·       Monster Hunter Generations: 3.300.000
  • ·       Monster Hunter 4 Ultimate: 2.600.000
  • ·       Yo-kai Watch 2: Bony Spirits / Fleshy Souls: 3.160.000 (only retail data)

 Non million sellers by Nintendo and subsidiaries
  • ·       Pokémon Rumble Blast: 320.000
  • ·       The Legend of Zelda: Ocarina of Time 3D: 600.000
  • ·       Kirby: Planet Robobot: 490.000
  • ·       The Legend of Zelda: A Link Between Worlds: 470.000
  • ·       Mario & Luigi: Dream Team: 470.000
  • ·       The Legend of Zelda: Majora's Mask 3D : 470.000
  • ·       nintendogs + cats: 460.000
  • ·       Donkey Kong Country Returns 3D: 370.000
  • ·       Pokémon Super Mystery Dungeon: 360.000
  • ·       Mario Tennis Open: 350.000
  • ·       Mario Party: Island Tour: 320.000
  • ·       The Legend of Zelda: Tri Force Heroes: 190.000
  • ·       The Battle Cats POP!: 400.000

Nintendo says Kirby: Triple Deluxe shipped 170.000 during FY2015 but they never relased FY2014 data.

Non million sellers by third parties
n/a

Finally to Wii U, not much to say here.


With 3.30 million units shipped Wii U is Nintendo’s worst performing home console, in both hardware and software as software sales, at 14.55 million are well below GameCube’s 27.54m units of software and 4.04m units of hardware.
The system was heavily supply constrained earlier in the year as the graph shows with just 160.000 units shipped for the fiscal year so far and just barely more than 1 million games.

Nintendo barely mentioned Wii U during the Q2 release, so that’s abot it.

Official game data released (note not all of this is up to date)

Million sellers by Nintendo and subsidiaries
  • ·       Splatoon: 1.490.000
  • ·       Mario Kart 8: 1.300.000
  • ·       New Super Mario Bros. U: 1.275.000

Million sellers by third parties
n/a

Non million sellers by Nintendo and subsidiaries
  • ·       Super Mario Maker: 930.000 (though Nintendo hasn’t officially announced it we know this game has sold over 1 million units)
  • ·       Wii Party U: 810.000
  • ·       Super Smash Bros. For WiiU: 810.000
  • ·       Super Mario 3D World: 670.000
  • ·       Nintendo Land: 390.000
  • ·       New Super Luigi U: 140.000
  • ·       Yoshi's Woolly World: 130.000
  • ·       The Legend of Zelda: The Wind Waker HD: 90.000

Non million sellers by third parties
n/a

https://www.nintendo.co.jp/ir/en/

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