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.