I'm fairly certain that guidance doesn't include the impact from VR or the NEO. The company has said that they are sold out of VR devices based on pre-orders from customers. They also have a fairly large "first-to-know" list of customers who will have first dibs on the company's next allocation of VR devices.
as for Nintendo there are rumors that its next gen console won't have discs. Instead it will come with cartridges. Long live physical.
the analysts have all turned pretty negative on it. Even the ones who are positive have dramatically lowered their target price. you don't know what you're talking about.
it's almost like the stock has to go down when it reports no matter what the price. the stock could be at 50 cents and it would go down because idiots look at headlines and not value.
From their most recent presentation (Jan 16) which is available on the web:
* VR large opportunity but too early to enter into 2016 guidance.
* Tech Brands: Expect CAGR of 34% 2014-2019 and contributing approx. $1 of EPS by 2019
* Expect collectibles to reach $500mm of sales in three years.
they can't quantify a lot of what you want them to because there are too many unknowns. For example, how can they comment on a product Nintendo hasn't even announced?
They've already detailed their Tech Brands strategy on a number of calls.