Dalal.Holdings Posted May 30, 2017 Share Posted May 30, 2017 https://www.google.com/amp/s/amp.ft.com/content/7edcebea-4207-11e7-82b6-896b95f30f58 Nintendo to ramp up production of Switch as demand soars Gaming console helps boost company’s valuation to highest since 2008 “Nintendo’s user base has expanded beyond the company’s expectations partly thanks to Pokémon Go, which has made it difficult for the company to predict demand even for traditional software such as Zelda and Mario Kart,” he says. Link to comment Share on other sites More sharing options...
vegaseller Posted June 16, 2017 Share Posted June 16, 2017 http://www.cnbc.com/2017/06/15/nintendo-switch-second-comeback.html Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted June 16, 2017 Share Posted June 16, 2017 Interesting to hear all of the superficial analysts who never touched video games commenting on Nintendo before the switch came out. It was all about how Nintendo can't compete with MSFT and Sony on hardware, how there aren't enough third party game makers on board, and how the iOS/Android idea was not producing enough revs. All 3 criticisms revealed how little they understood about Nintendo, what makes it different and unique, and the strength of its franchises. Its appeal is broader and potentially more lucrative than going after the hardcore Call of Duty type gamers that Microsoft and Sony focus on, and judging the potential of a console based on its processor power, whether it "has 4K", etc shows the ignorance. Link to comment Share on other sites More sharing options...
vegaseller Posted June 20, 2017 Share Posted June 20, 2017 https://techcrunch.com/2017/06/15/nostalgia-still-marks-the-way-forward-for-nintendo/ Link to comment Share on other sites More sharing options...
ScottHall Posted June 30, 2017 Share Posted June 30, 2017 This was a pretty obvious short term move. Hopefully it can become a long term trend, rather than a dead cat bounce! Link to comment Share on other sites More sharing options...
Liberty Posted June 30, 2017 Share Posted June 30, 2017 I owned Nintendo in the past but decided to stay away this time. I knew that the IP had tremendous value but -I thought management didn't "get it" (still kind of think that) given execution on mobile forays (pokemon, Mario) were pretty terrible. The model they chose to monetize Mario was terrible. It's super ironic since my wife is the #1 breath of the wild streamer on Twitch haha. That said, she tried to make YouTube videos commenting on her playing breath of the wild, and Nintendo Told her to take them down or give them 80% of the ad split. 80%... I feel like they don't "get" that social media/hype is a great thing. Not to open too big a tangent, but what has her experience been with Twitch? What is her opinion of the co and of the direction the medium is going? Thanks. Link to comment Share on other sites More sharing options...
ScottHall Posted July 1, 2017 Share Posted July 1, 2017 I owned Nintendo in the past but decided to stay away this time. I knew that the IP had tremendous value but -I thought management didn't "get it" (still kind of think that) given execution on mobile forays (pokemon, Mario) were pretty terrible. The model they chose to monetize Mario was terrible. It's super ironic since my wife is the #1 breath of the wild streamer on Twitch haha. That said, she tried to make YouTube videos commenting on her playing breath of the wild, and Nintendo Told her to take them down or give them 80% of the ad split. 80%... I feel like they don't "get" that social media/hype is a great thing. This, sadly, is so true. There are many complaints online by video game video creators who essentially give Nintendo's products free advertising, but show parts of the game on screen to do so. Nintendo has historically not been a fan of that, which is a shame. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted July 3, 2017 Share Posted July 3, 2017 I owned Nintendo in the past but decided to stay away this time. I knew that the IP had tremendous value but -I thought management didn't "get it" (still kind of think that) given execution on mobile forays (pokemon, Mario) were pretty terrible. The model they chose to monetize Mario was terrible. It's super ironic since my wife is the #1 breath of the wild streamer on Twitch haha. That said, she tried to make YouTube videos commenting on her playing breath of the wild, and Nintendo Told her to take them down or give them 80% of the ad split. 80%... I feel like they don't "get" that social media/hype is a great thing. Your post is hugely ironic. Seems like your wife sees the value of Nintendo IP, but it goes over your own head. Pokemon Go's execution was terrible? News to me. Even mild success in the app space will give high returns on capital, Nintendo should continue to tinker, they don't need to do anything revolutionary. Who cares if they fail a few times? They can just come out with more stuff on iOS/Android and continue tinkering. Failure in the console space is what would kill them, but the app space is all gravy. And so far in the console space, they are crushing it (thus raising the intangible value and future cash flows of their IP). The YouTube protectionism is interesting but not too surprising coming from a Co. with valuable IP, just like Disney would do. They don't really need your supposed "free advertising" anyway, Switch sales still crushing it. Link to comment Share on other sites More sharing options...
merkhet Posted July 3, 2017 Share Posted July 3, 2017 Dalal, It seems like you spend a lot of time on this board condescending to people. Have you considered the idea that this might not be the best way to express yourself and/or participate on this board? You seem like a bright guy/gal, but the way you express yourself seems to limit people's willingness to interact with you. In the interest of fairness, you're not the only one. (A certain former poster named Harry Long comes to mind.) You just happen to be the most recent one on a thread that I actually follow. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted July 3, 2017 Share Posted July 3, 2017 Dalal, It seems like you spend a lot of time on this board condescending to people. Have you considered the idea that this might not be the best way to express yourself and/or participate on this board? You seem like a bright guy/gal, but the way you express yourself seems to limit people's willingness to interact with you. In the interest of fairness, you're not the only one. (A certain former poster named Harry Long comes to mind.) You just happen to be the most recent one on a thread that I actually follow. Yeah, maybe I overdosed on the Munger prickly demeanor. Link to comment Share on other sites More sharing options...
DooDiligence Posted July 4, 2017 Share Posted July 4, 2017 Dalal, It seems like you spend a lot of time on this board condescending to people. Have you considered the idea that this might not be the best way to express yourself and/or participate on this board? You seem like a bright guy/gal, but the way you express yourself seems to limit people's willingness to interact with you. In the interest of fairness, you're not the only one. (A certain former poster named Harry Long comes to mind.) You just happen to be the most recent one on a thread that I actually follow. Yeah, maybe I overdosed on the Munger prickly demeanor. Keep 'em coming (without humor, it's all bullshit...) Link to comment Share on other sites More sharing options...
vegaseller Posted July 20, 2017 Share Posted July 20, 2017 http://www.siliconera.com/2017/07/18/people-lined-massive-lines-lottery-chance-getting-switch-consoles-japan/ Link to comment Share on other sites More sharing options...
vegaseller Posted July 26, 2017 Share Posted July 26, 2017 http://www.cnbc.com/2017/07/26/nintendo-earnings-q1-2017.html Link to comment Share on other sites More sharing options...
vegaseller Posted August 10, 2017 Share Posted August 10, 2017 Last Year https://techcrunch.com/2016/07/13/pokemon-go-tops-twitters-daily-users-sees-more-engagement-than-facebook/ 2nd wave https://www.forbes.com/sites/insertcoin/2017/07/28/why-legendary-raids-are-making-pokemon-go-an-absolute-fortune/#4bfc1e5f2b49 Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted October 11, 2017 Share Posted October 11, 2017 Continues to make new multi-year highs. Highly anticipated Mario Switch game out soon for the holiday season. Company increasing switch production to 2 Million a month: https://www.vg247.com/2017/10/09/nintendo-ramps-up-switch-production-to-2-million-units-per-month-to-meet-demand/ And the company amazingly succeeding with new revenue lines like the SNES classic which is selling out due to high demand: http://uk.businessinsider.com/supply-issues-nintendo-snes-switch-2017-10?r=US&IR=T Amazing that Nintendo can generate high demand for its decades old SNES for a relatively high price of $80 for technology that's effectively obsolete today. Speaks to the value of its franchises more than anything. Link to comment Share on other sites More sharing options...
vegaseller Posted October 30, 2017 Share Posted October 30, 2017 https://www.reuters.com/article/us-nintendo-results/nintendo-doubles-profit-outlook-on-strong-switch-console-sales-idUSKBN1CZ0JK Nintendo now expects profit of 120 billion yen ($1.06 billion) for the year ending March versus 65 billion yen estimated three months ago, boosted by Switch sales as well as a weaker yen against the euro. Nintendo also raised its year-end Switch sales forecast to 14 million consoles from 10 million. The new annual target would alone exceed lifetime sales of 13.56 million consoles for the Wii U, which was on the market for about five years. The preceding blockbuster Wii, which debuted in late 2006, sold about 20 million in its first year and went on to sell over 100 million units. Nintendo sold about 2.9 million Switch consoles in the three months through September, bringing the cumulative total to 7.63 million units. Link to comment Share on other sites More sharing options...
ScottHall Posted November 15, 2017 Share Posted November 15, 2017 https://www.wsj.com/articles/mario-bros-set-to-jump-to-big-screen-in-movie-deal-with-universals-illumination-1510675881 It seems pretty clear now that we've passed the inflection point of how this company is looking at its IP treasure trove. They're still at early stages compared with what could be possible, IMO. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted November 25, 2017 Share Posted November 25, 2017 https://www.wsj.com/articles/mario-bros-set-to-jump-to-big-screen-in-movie-deal-with-universals-illumination-1510675881 It seems pretty clear now that we've passed the inflection point of how this company is looking at its IP treasure trove. They're still at early stages compared with what could be possible, IMO. Yeah, current management seems to "get it" in terms of monetizing and strengthening their IP after maybe ~10 years of stagnation (highlighted by the Wii U). Stock now at record highs and Switch sold out at major retailers at the start of the core of holiday shopping season (sold out on Amazon right now). Shows that the Switch remains supply constrained and that demand largely outstrips supply. Releasing this console in March vs holiday season 2017 was a great move as the console has clearly built strong momentum coming into this season with each major release... This momentum has translated into third party developers jumping on board out of necessity. Meanwhile, the company seems to have created a favorable platform for indie game developers -- a relatively new area where Nintendo can further build out the appeal of its platform. Company executing well thus far. Link to comment Share on other sites More sharing options...
Spekulatius Posted November 26, 2017 Share Posted November 26, 2017 I owned Nintendo in the past but decided to stay away this time. I knew that the IP had tremendous value but -I thought management didn't "get it" (still kind of think that) given execution on mobile forays (pokemon, Mario) were pretty terrible. The model they chose to monetize Mario was terrible. It's super ironic since my wife is the #1 breath of the wild streamer on Twitch haha. That said, she tried to make YouTube videos commenting on her playing breath of the wild, and Nintendo Told her to take them down or give them 80% of the ad split. 80%... I feel like they don't "get" that social media/hype is a great thing. Your post is hugely ironic. Seems like your wife sees the value of Nintendo IP, but it goes over your own head. Pokemon Go's execution was terrible? News to me. Even mild success in the app space will give high returns on capital, Nintendo should continue to tinker, they don't need to do anything revolutionary. Who cares if they fail a few times? They can just come out with more stuff on iOS/Android and continue tinkering. Failure in the console space is what would kill them, but the app space is all gravy. And so far in the console space, they are crushing it (thus raising the intangible value and future cash flows of their IP). The YouTube protectionism is interesting but not too surprising coming from a Co. with valuable IP, just like Disney would do. They don't really need your supposed "free advertising" anyway, Switch sales still crushing it. I think Pokémon go has been a bust. This could have been a long term franchise and became a fad, mostly due to the game being badly designed for long term players. When did you see a kid playing this on their phone the last time? Link to comment Share on other sites More sharing options...
hobbit Posted November 26, 2017 Share Posted November 26, 2017 I owned Nintendo in the past but decided to stay away this time. I knew that the IP had tremendous value but -I thought management didn't "get it" (still kind of think that) given execution on mobile forays (pokemon, Mario) were pretty terrible. The model they chose to monetize Mario was terrible. It's super ironic since my wife is the #1 breath of the wild streamer on Twitch haha. That said, she tried to make YouTube videos commenting on her playing breath of the wild, and Nintendo Told her to take them down or give them 80% of the ad split. 80%... I feel like they don't "get" that social media/hype is a great thing. Your post is hugely ironic. Seems like your wife sees the value of Nintendo IP, but it goes over your own head. Pokemon Go's execution was terrible? News to me. Even mild success in the app space will give high returns on capital, Nintendo should continue to tinker, they don't need to do anything revolutionary. Who cares if they fail a few times? They can just come out with more stuff on iOS/Android and continue tinkering. Failure in the console space is what would kill them, but the app space is all gravy. And so far in the console space, they are crushing it (thus raising the intangible value and future cash flows of their IP). The YouTube protectionism is interesting but not too surprising coming from a Co. with valuable IP, just like Disney would do. They don't really need your supposed "free advertising" anyway, Switch sales still crushing it. I think Pokémon go has been a bust. This could have been a long term franchise and became a fad, mostly due to the game being badly designed for long term players. When did you see a kid playing this on their phone the last time? pokemon go is consistently in top 15 grossing in app store.. https://www.appannie.com/apps/ios/app/pokemon-go/app-ranking/?device=iphone&type=grossing-ranks&data-ipsquote-timestamp=2017-11-24 The success of pokemon go allowed nintendo to sell tons of 3ds and pokemon sun and moon last year followed by ultra sun and moon this year Nintendo was an early bird investor(<20 million) in Niantic which raised 200 million last week.. The anticipation for the pokemon game for switch is crazy..and it will end up selling as well as the recent mario and lot of switch hardware as well all of this has been catalyzed by pokemon go Link to comment Share on other sites More sharing options...
Patmo Posted November 26, 2017 Share Posted November 26, 2017 I think you guys are both right, the game was a definite bust in terms of design (at least at the start, don't know if it's still bad) but it also strongly signaled a change in strategic direction for Nintendo. This game lit up so hard at launch, to boot, and turned out to be a financial success. I imagine it couldn't have hurt in anchoring the new strategic vision in Nintendo's offices as a good one. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted November 26, 2017 Share Posted November 26, 2017 I owned Nintendo in the past but decided to stay away this time. I knew that the IP had tremendous value but -I thought management didn't "get it" (still kind of think that) given execution on mobile forays (pokemon, Mario) were pretty terrible. The model they chose to monetize Mario was terrible. It's super ironic since my wife is the #1 breath of the wild streamer on Twitch haha. That said, she tried to make YouTube videos commenting on her playing breath of the wild, and Nintendo Told her to take them down or give them 80% of the ad split. 80%... I feel like they don't "get" that social media/hype is a great thing. Your post is hugely ironic. Seems like your wife sees the value of Nintendo IP, but it goes over your own head. Pokemon Go's execution was terrible? News to me. Even mild success in the app space will give high returns on capital, Nintendo should continue to tinker, they don't need to do anything revolutionary. Who cares if they fail a few times? They can just come out with more stuff on iOS/Android and continue tinkering. Failure in the console space is what would kill them, but the app space is all gravy. And so far in the console space, they are crushing it (thus raising the intangible value and future cash flows of their IP). The YouTube protectionism is interesting but not too surprising coming from a Co. with valuable IP, just like Disney would do. They don't really need your supposed "free advertising" anyway, Switch sales still crushing it. I think Pokémon go has been a bust. This could have been a long term franchise and became a fad, mostly due to the game being badly designed for long term players. When did you see a kid playing this on their phone the last time? http://www.eurogamer.net/articles/2017-11-25-pokemon-go-players-catch-3bn-creatures-in-six-days-to-unlock-farfetchd Over the past six days, the Pokémon Go community has made steady progress towards catching 3bn creatures. Yes, three billion - quite frankly, a ridiculous total. But, as of the early hours of Sunday morning - and comfortably within the time limit - this total has been reached. 3bn Pokémon in just over six days. And people say Pokémon Go is dead... Link to comment Share on other sites More sharing options...
mrholty Posted November 27, 2017 Share Posted November 27, 2017 I think Pokémon go has been a bust. This could have been a long term franchise and became a fad, mostly due to the game being badly designed for long term players. When did you see a kid playing this on their phone the last time? Its interesting that you posted this. I was out riding my bikes with my kids on a nice afternoon in Wisconsin (thanks Global Warming) and a car pulls up near a church. Out pop 2 kids with a phone. My son recognizes one and calls out to him. Find out the kids are playing Pokemon Go and Dad is driving them around town. I know that kids still play it. Link to comment Share on other sites More sharing options...
vegaseller Posted December 7, 2017 Share Posted December 7, 2017 http://www.gamesindustry.biz/articles/2017-12-01-nintendo-switch-was-the-best-selling-online-product-over-thanksgiving Nintendo was the best selling console during black friday despite almost no discounts. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted December 8, 2017 Share Posted December 8, 2017 http://www.rollingstone.com/glixel/news/breath-of-the-wild-wins-game-of-the-year-at-game-awards-w513631 "Breath of the Wild" wins 2017's Game of the Year Award. Nintendo at the top of its game. Link to comment Share on other sites More sharing options...
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