Author Topic: NTDOY - Nintendo  (Read 73142 times)

hyten1

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Re: NTDOY - Nintendo
« Reply #10 on: May 02, 2012, 12:08:32 PM »
any comments and update after recent earnings?


alwaysinvert

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Re: Nintendo - NTDOY
« Reply #11 on: June 15, 2012, 05:54:51 AM »
Counting on the same cashflows from the handheld side as before is highly optimistic though, with both smartphones and the Vita cutting into their market.
It seems like I may have been wrong on this one:

As you’re all aware, the sales of Nintendo 3DS hardware continue to outpace the sales of Nintendo DS hardware at similar points in their life cycles. But what’s less known is the fact that the Nintendo 3DS is outperforming the Nintendo DS on software as well. In its first 14 months versus the first 14 months of Nintendo DS, which is a platform that didn’t have to compete with mobile phones, social and other factors that are present today, the Nintendo 3DS has managed to sell 10.5 million physical games so far. This figure exceeds the pace that was set by the best-selling system of all time, and the Nintendo 3DS is just getting started.

Granted, they did make a massive cut in the price tag of the 3DS shortly after the release because of low sales. However:

One point I’d like to make is that in the sales comparison of the Nintendo DS and the Nintendo 3DS, the price of the Nintendo 3DS hardware ($169.99) after the markdown is still higher than the original price of the Nintendo DS ($149.99) at the launch in the U.S.

I think this is starting to get interesting for real. 3DS chugging along with good prospects of hitting its peak earning years with a comparable user base to the DS, an option on the Wii U being a success and a cash hoard of 1T yen while the company sells at 1.15T.

Check out this blog:

http://valueprax.wordpress.com/2012/06/01/would-you-buy-this-business-a-bargain-in-the-videogame-industry-valueinvesting-ntdoy-videogames-aapl/

http://valueprax.wordpress.com/2012/06/13/good-news-for-shareholders-e3-updates-from-nintendo-ntdoy-msft/

And the Q&A from E3:

http://www.nintendo.co.jp/ir/en/library/events/120606qa/index.html

Liberty

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Re: NTDOY - Nintendo
« Reply #12 on: June 15, 2012, 08:07:17 AM »
Pointless and irrelevant trivia...

Nintendo & RIM:

"Most haystacks don't even have a needle." |  I'm on Twitter  | Watch this, please

beerbaron

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Re: NTDOY - Nintendo
« Reply #13 on: June 16, 2012, 07:23:27 AM »
Maybe you could do spread arbitrage :P

BeerBaron

Rabbitisrich

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Re: NTDOY - Nintendo
« Reply #14 on: June 16, 2012, 12:08:23 PM »
The Wii U looks interesting. The old complaint about Nintendo is that they come out with amazing products (Wii and DS), but overly rely upon old brands in those first few months after release.

http://www.latenightwithjimmyfallon.com/video/nintendo-wii-u-console-demo-6-15-12/1406484

Green King

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Re: NTDOY - Nintendo
« Reply #15 on: June 16, 2012, 01:24:38 PM »
The Wii U looks interesting. The old complaint about Nintendo is that they come out with amazing products (Wii and DS), but overly rely upon old brands in those first few months after release.

http://www.latenightwithjimmyfallon.com/video/nintendo-wii-u-console-demo-6-15-12/1406484

Overly reply on brands? Please explain.
The Wii U look like another other game changer.
GK

alwaysinvert

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Re: NTDOY - Nintendo
« Reply #16 on: June 16, 2012, 04:33:08 PM »
The Wii U looks interesting. The old complaint about Nintendo is that they come out with amazing products (Wii and DS), but overly rely upon old brands in those first few months after release.

http://www.latenightwithjimmyfallon.com/video/nintendo-wii-u-console-demo-6-15-12/1406484
Well, Wii Sports/Play was a new brand available at the release of the Wii and Sports is now the most sold video game ever, selling almost twice as much as the runner-up (the original Super Mario Bros. from 1985).
« Last Edit: June 16, 2012, 04:36:53 PM by alwaysinvert »

Rabbitisrich

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Re: NTDOY - Nintendo
« Reply #17 on: June 16, 2012, 05:57:49 PM »
The hardware is undeniably great. The 3DS is an AMAZING product. The Wii U is a very logical progression. However:

http://www.techradar.com/news/gaming/handhelds/nintendo-exec-lack-of-great-3ds-games-killed-momentum-990613
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Nintendo's failure to offer strong games at launch is responsible for poor sales of the Nintendo 3DS handheld console, according to the company's US president.

http://mynintendonews.com/2012/05/04/miyamoto-says-lack-of-playstation-vita-games-is-killing-handhelds-prospects/
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Legendary games developer Shigeru Miyamoto has told Edge magazine that while the PlayStation Vita is a powerful piece of hardware, the system is struggling from the same lack of games that the Nintendo 3DS encountered last year.

http://www.g4tv.com/thefeed/blog/post/700315/nintendo-admits-losing-momentum-with-wii-blames-lacking-games/
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Nintendo president Satoru Iwata has blamed the company's inability to roll out compelling software to maintain momentum in the past and Japanese newspaper Sankei Shimbun (as translated by Andriasang) said that remains the biggest stumbling block for Nintendo. "We were unable to show a new game to become 'the next thing.'" said Iwata about Nintendo's latest earnings report. "In the game market, once you've lost the momentum, it takes time to recover."

Of course, those articles are based on impressions of numbers, not the numbers directly, but they do cover a period from '09-'12.

leftcoast

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Re: NTDOY - Nintendo
« Reply #18 on: June 16, 2012, 08:44:32 PM »
Well, Wii Sports/Play was a new brand available at the release of the Wii and Sports is now the most sold video game ever, selling almost twice as much as the runner-up (the original Super Mario Bros. from 1985).

Not really fair to compare Wii Sports to any other game, since it was bundled with every Wii console. If you bought Nintendo's platform, you couldn't not buy Wii Sports.

leftcoast

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Re: NTDOY - Nintendo
« Reply #19 on: June 16, 2012, 09:06:17 PM »
The Wii U looks interesting. The old complaint about Nintendo is that they come out with amazing products (Wii and DS), but overly rely upon old brands in those first few months after release.

http://www.latenightwithjimmyfallon.com/video/nintendo-wii-u-console-demo-6-15-12/1406484

Nintendo's strength has historically been its 1st-party game development, meaning the games that Nintendo makes for its own platforms. Nintendo has some of the strongest (and oldest) IP in the business, including Mario, Zelda, and Pokemon. Those are franchises you can only play on Nintendo's platforms.

Nintendo's weakness has historically been support from 3rd-party publishers like EA, Activision, and Take Two. There are a bunch of reasons for this, but the main ones are:
  • Nintendo tends to favor its own 1st-party games, which can discourage 3rd-parties from trying to compete.
  • Nintendo's hardware is under-powered relative to other consoles, and generally uses some unique user interface scheme (Wiimote, Wii U tablet, dual screen, etc.). This means games need to be redesigned before they can be brought to Nintendo's platform, which is expensive for developers.
  • For the past 10 years or so, Nintendo has been positioning its consoles for families and casual gamers, making it less attractive to bring big blockbuster "Core" games to their platform, especially those with mature themes.