Bloomberg: Nintendo Mobile Game Delay Triggers $4.5 Billion Drop in Value

[DivinePaladin]

peterdavid12345 said:

DivinePaladin said:
Considering they were valued at MUCH lower before the DeNA partnership, they're still in very good shape. They'll survive, because the idiotic Japanese investors will flock right back when they hear "mobile" again. Japanese investors know absolutely nothing about the gaming industry.

I agree, even though the smartphone market is currently the biggest industry right now, especially in Japan, Mobile is King! (or just iPhone, where 1 of every 2 smartphone in Japan is iPhone....). But gaming isnt get there yet.

One more thing that im afraid of is dropping in quality and reputation. When you think of Nintendo games, most of people think of high quality & fun games. But now you put those high quality games and make them into a casul free2play. the quality would of course dropped. It's like Bestheda announcing the next Fallout 5 will be a free2play game or Naughty Dog make the Last of Us 2 a smartphone game.

Pokemon however, is the perfect game for mobile since it have always been a "mobie" game. But Mario, Zelda ? That's gonna disappoint a lot of people :(.

Miitomo is the only f2p game they're doing, everything else will be premium. So no worries there. I expect things akin to Pokemon Shuffle (a f2p mobile game that's currently making Nintendo money in the app stores by way of their partial ownership of the Pokemon license). Plus, to be fair, there's not a similarity between a mobile TLoU2 and a mobile Mario; one is a clear sequel whereas the other is a franchise known for dozens of spin-offs. The Nintendo brand has been built in such a way that mobile could've been a thing for them when smartphones took off had they not taken so long to stop with their conservatism. I'm still 100% positive they'll recoup all this lost value very soon. They'll probably be a good third of the way back to the Wii era by the time Miitomo launches solely by virtue of Japanese investors blindly diving into mobile companies. 

Lawlight said:

DivinePaladin said:
Snip

Well, you cannot blame them when Nintendo"'s core gaming business hasn't been doing that well.

I'm talking about the fact that many of these investors have literally had to ask for an explanation at the investor meetings what games are and how that affects their stock. I wish I could recall the exact quote the one moron had; I'll paraphrase it as "that's good and all, but how does that make me money?" Which would be understandable in some contexts, except in those where the person speaking is throwing money at a volatile market they know literally nothing about and expecting good things. You don't invest without doing research. Seriously, look at the transcripts of some of these meetings, especially the early 2014 ones. It's so painful to see the heads of Nintendo have to explain these basic, timeless games to a bunch of middle aged men.