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Forums - Sales - Mobile games taking big bites out of Nintendo, Sony's handheld biz

But remember kids, Mobile Gaming is not true gaming!



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kowenicki said:

This is head in the sand stuff.  The mobile market is going to explode. Tablets are niche products still depsite what people think, In the next 2 to 3 years every home will want or have one.  We shall see who is right here I guess in quite a short space of time.  Imagine how powerful the ipad 6 and other tablets will be in 3 years time... the Vita and 3DS will only be half way through their lives.


Processing power isn't these devices issue though ...

While smartphone adoption will continue to increase, most people in the developed world who want a smart phone (or have a use for a smart phone) already own one. The remaining late adopters are mostly going to replace their feature phone eventually and upgrade to a smart phone,  but will most likely buying cheaper phones and will be far less likely to spend significant amounts of money on them. Those people who want to play games on their smart phone are already playing games on their smart phone, and those that are willing to buy games are already buying them.

As for tablets ...

After Christmas last year I was surprised by the number of people I saw with tablets. In the morning there were several people in my gym recording their workout on their tablet and watching videos while they did cardio, on the way to work there were dozens of people on transit reading ebooks, playing games or watching videos, and practically all of the developers at work had picked up a cheap tablet and were regularly carying them to meetings. I don't see these tablets anymore. My tablet, and most of the tablets of people I know, are used primarily as ebook readers and web-surfing devices at home.

While I have no doubt that tablets will continue to sell well,but I find it funny that the people who argue that people wouldn't buy a dedicated gaming device because a smart phone can already play games and people already have to cary a phone somehow do not see that a smart phone already does everything a tablet does and people have to cary phone with them and a tablet is far less portable than a dedicated gaming device is.



kowenicki said:
HappySqurriel said:
I would really like to know where these analysts are getting their numbers from ...

The mobile app and game market is primarily made up of companies bleeding money or individuals who are working for "free". A couple guys who spend 40 hours a week (combined) for six months developing their mobile game, releases it in an ad based format, gets 500,000 downloads each with an average of 40 ad impressions, and sees an ECPM of $5.00 from these ad impressions, may be happy with the $100,000 they earned; but that is more downloads, more ad impressions, and a higher ECPM than most of these games get; and a business paying these guys a typical salary with reasonable benefits would basically break even on this performance.

The mobile app/game market is a lot like the dot com market of the late 1990s ... Lots of products with impressive usage without the business model to monetize it, and most efforts to monetize it result in a dramatic decrease in usage


did you read my post above yours?  again you are falling into the trap of thinking about mobile games as just free to play low budget shallow games.

I have many previous dedicated franchise games FIFA, DEAD SPACE, CHAOS RINGS, GTA, FF, RAGE for the ipad all from big names in gaming, EA, Square, Rockstar

then you have middle range like REAL RACING, INFINITY BLADE, SHADOWGUN all new and very good quality

then you have the lower end stuff that still has some great games with real depth.

This is what obile gaming is about, pick up and play, maybe for only 5 minutes at a time, maybe for an hour or so.  Handhelds are not the same as home consoles, at least Nintendo understand this.

These smartphone and tablet games make money, they will make more money as time passes.  Dedcated handhelds are on borrowed time.

Could you record and then post up of video of yourself tip-tap-tapping away on your tablet playing those games, please?

That I have got to see.



kowenicki said:

This is head in the sand stuff.  The mobile market is going to explode. Tablets are niche products still depsite what people think, In the next 2 to 3 years every home will want or have one.  We shall see who is right here I guess in quite a short space of time.  Imagine how expensive the ipad 6 and other tablets will be in 3 years time... the Vita and 3DS will much cheaper.


If price point for games is relevant, entry price point is relevant in this argument too.

Do you genuinely believe IPad's will sell more than Wii U controllers and DS's? Do you still believe that Apple is king of the smart phone market? Do you really believe that Android hasn't/won't significantly fracture the smart phone / tablet user bases?

And i would certainly love to see the sales numbers on EA's Tetris vs EA's Dead Space.

 



“When we make some new announcement and if there is no positive initial reaction from the market, I try to think of it as a good sign because that can be interpreted as people reacting to something groundbreaking. ...if the employees were always minding themselves to do whatever the market is requiring at any moment, and if they were always focusing on something we can sell right now for the short term, it would be very limiting. We are trying to think outside the box.” - Satoru Iwata - This is why corporate multinationals will never truly understand, or risk doing, what Nintendo does.

megaman79 said:
kowenicki said:

This is head in the sand stuff.  The mobile market is going to explode. Tablets are niche products still depsite what people think, In the next 2 to 3 years every home will want or have one.  We shall see who is right here I guess in quite a short space of time.  Imagine how expensive the ipad 6 and other tablets will be in 3 years time... the Vita and 3DS will much cheaper.


If price point for games is relevant, entry price point is relevant in this argument too.

Do you genuinely believe IPad's will sell more than Wii U controllers and DS's? Do you still believe that Apple is king of the smart phone market? Do you really believe that Android hasn't/won't significantly fracture the smart phone / tablet user bases?

And i would certainly love to see the sales numbers on EA's Tetris vs EA's Dead Space.

 

how could you not?  ipad sold 17M last quarter during a slow part of the year which is more than wii U will do in a year (including the holiday). add to that 24M iphones last quarter which almost sounds like if you add nintendo, MS, and sony together maybe they could compete until you realize, oh fuck, you're right about apple not being king cause samsung sold 50M android smartphones last quarter.  the numbers are staggering and they don't look good for traditional gaming...



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kitler53 said:
megaman79 said:
kowenicki said:

This is head in the sand stuff.  The mobile market is going to explode. Tablets are niche products still depsite what people think, In the next 2 to 3 years every home will want or have one.  We shall see who is right here I guess in quite a short space of time.  Imagine how expensive the ipad 6 and other tablets will be in 3 years time... the Vita and 3DS will much cheaper.


If price point for games is relevant, entry price point is relevant in this argument too.

Do you genuinely believe IPad's will sell more than Wii U controllers and DS's? Do you still believe that Apple is king of the smart phone market? Do you really believe that Android hasn't/won't significantly fracture the smart phone / tablet user bases?

And i would certainly love to see the sales numbers on EA's Tetris vs EA's Dead Space.

 

how could you not?  ipad sold 17M last quarter during a slow part of the year which is more than wii U will do in a year (including the holiday). add to that 24M iphones last quarter which almost sounds like if you add nintendo, MS, and sony together maybe they could compete until you realize, oh fuck, you're right about apple not being king cause samsung sold 50M android smartphones last quarter.  the numbers are staggering and they don't look good for traditional gaming...


Cell phone and tablet sales make you worry about traditional gaming? Do you feel as though the millions and millions of traditional gaming fans are simply going to stop buying the software they enjoy simply because cell phones and tablets are selling better than their favorite consoles?

I don't see why anyone would be afraid of any of our games going away. The consumers who like them will continue to buy them regardless of what other markets emerge. Unless you're assuming we're all going to stop buying the games we love and instead play 99 cent iphone games.



megaman79 said:

And i would certainly love to see the sales numbers on EA's Tetris vs EA's Dead Space.

Not those games specifically but see last page.

EA sales last quarter

wii $20 million

mobile $87 million

psp/vita $6 million

ds/3ds $5 million

Mobile is absolutely destroying Handheld's, just like I predicted



All bow to me the VGChartz current reigning 3DS prediction champion 

 Bet with tbone51: Pokeon X & pokemon Y will not sell more than 8 million in 2013

 jarrod said:The Xbox360 or ps3 will not sell more than 75million units

July 2009 daveJ saidTrue the wii has a large lead now but by 2017 the most likely result will be 1. ps3 2. xbox360 3. wii <-- wii's successor launched in 2011 effectively killing sales of the wii

 2009 daveJ said: The wii will not break the 50% marketshare barrier it will go below the 40% marketshare barrier though in the future. VGChartz members: Impossible, youre an idiot that knows nothing about sales

daveJ said:
megaman79 said:

And i would certainly love to see the sales numbers on EA's Tetris vs EA's Dead Space.

Not those games specifically but see last page.

EA sales last quarter

wii $20 million

mobile $87 million

psp/vita $6 million

ds/3ds $5 million

Mobile is absolutely destroying Handheld's, just like I predicted

I can't find where those numbers come from, sauce?

What does the total GAAP net revenue tell us..

Total GAAP Net Revenue (in millions, except per share data, SKU count and headcount) - source

 

 

Q1 FY12

Q2 FY12

Q3 FY12

Q4 FY12

Q1 FY13

Xbox 360

(193 )

140

174

 (128 )

(186 )

PLAYSTATION 3

(197 )

205

179

(210 )

(183 )

Wii

(26 )

(1 )

3

(7 )

(5 )

 

PlayStation 2

-

-

-

-

(1 )

 

Mobile

-

-

13

(3 )

9

PlayStation Handhelds

(6 )

-

(2 )

10

  (4 )

 

Nintendo Handhelds

(2 )

-

9

(5 )

(4 )

PC

(51 )

(25 )

214

(48 )

(90 )

 

(475 )

319

590

(391 )

(464 )




foxtail said:
daveJ said:
megaman79 said:

And i would certainly love to see the sales numbers on EA's Tetris vs EA's Dead Space.

Not those games specifically but see last page.

EA sales last quarter

wii $20 million

mobile $87 million

psp/vita $6 million

ds/3ds $5 million

Mobile is absolutely destroying Handheld's, just like I predicted

I can't find where those numbers come from, sauce?

What does the total GAAP net revenue tell us..

Total GAAP Net Revenue (in millions, except per share data, SKU count and headcount) - source

 

 

Q1 FY12

Q2 FY12

Q3 FY12

Q4 FY12

Q1 FY13

Xbox 360

(193 )

140

174

 (128 )

(186 )

PLAYSTATION 3

(197 )

205

179

(210 )

(183 )

Wii

(26 )

(1 )

3

(7 )

(5 )

 

PlayStation 2

-

-

-

-

(1 )

 

Mobile

-

-

13

(3 )

9

PlayStation Handhelds

(6 )

-

(2 )

10

  (4 )

 

Nintendo Handhelds

(2 )

-

9

(5 )

(4 )

PC

(51 )

(25 )

214

(48 )

(90 )

 

(475 )

319

590

(391 )

(464 )



That table tells you that only mobile made money for EA last quarter.



Kynes said:


That table tells you that only mobile made money for EA last quarter.

I thought it was the opposite with items in (brackets) making money for this table?    Adding up the totals at the bottom also made me conclude that items not in brackets mean loss since they correspond to the quarters where EA had a loss.

I know most other companies report loss in brackets but it would nice to have clarification on this case.