Yeah, I've read that metacritic thing, but I would say them mentioning metacritic is more just a subtle way of them pointing out that poor sales weren't down to poor quality games (as shareholders might have viewed the situation when you consider recent FF titles).

It's clearly a marketing issue and a development cost issue, though.

The most notable thing I saw in that document, though, is that "I am pleased to report that Social Gaming and Others shows solid performance" bit. Didn't they say they will be focusing on what does best for them at SE? This for me is a concern. On the flipside, they also mentioned that the new division to develop casual games for smartphones (in the US) did not go well and that they are shutting it down. Huzzah.

EDIT: Really interesting to read about them not automatically reappointing any of the directors for the first time since Square and Enix merged, and that Phil Rogers (SE Europe, essentially Eidos) is the only person aside from Matsuda specifically named as a potential director.