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Forums - Gaming - Nintendo's stock is down 20% since Super Mario Run came out ~updated~

LurkerJ said:
superchunk said:

Because it is iOS exclusive which is not the biggest market and its not a free app.


Nintendo should have put it out on Android and iOS and made it a $4.99 app or free with ads/in-game purchases.

Silly Nintendo thinking the mobile market buys games/apps similar to consoles.

 

It'll take off once it launches on Android.

The biggest market in terms of App revenues is iOS, not Android. Launching the game on Android will double the addressable market at best. A lot of games release on iOS first, this is Nintendo doing what others do, including MicroSoft. I've been using Gboard for months, a Google app that was just released for Android.

I am fine if the game flops, Nintendo is experimenting after all. But why are we assuming it's a flop with no official numbers available? The game is still no.1 on many top-grossing charts, and there are countries in which the game isn't available yet, including iOS biggest market; China. 

You can release a game with a 10 dollars price tag then make it free with ads. But you can't release a free game with ads then price at 10 dollars. Nintendo is experimenting the right way.

the game is already proven to be not a flop when it releases at #1 in 16 markets or whatever. Bear in mind that mobile apps are generally fairly cheap to produce

now whether or not a mobile game like Super Mario Run will be a hit is a big question mark. But the amount of money realistically that Nintendo can get from mobile is probably not a lot compared with their potential revenue from the mainline gaming division. I see any Nintendo activity in mobile more or less just a tactic to get more attention from the casuals and general consumers and to pull more people into buying their dedicated gaming devices



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LurkerJ said:
outlawauron said:

That was definitely the goal with Miitomo, but Super Mario Run was definitely designed to make money. They're still figuring how they want to supply their games to a new market. I don't think anyone would classify SMR as a flop, just not properly executed. Will definitely make them far more money this year than anything not named Pokemon.

“We have come to hold a stronger passion and vision for the video games console” with this decision, Iwata said. Essentially, he believes that compelling mobile games can act as a “bridge” that pushes more consumers to buy dedicated Nintendo games consoles. 

This is taken from Nintendo/DeNA announcement.

Mario Run will make money, it's developed for one of the cheapest OS'es to develop for, after all. But it's not the primary goal. Have you seen this

great point too, its hilarious that in the same time period in which Pokemon has possibly its biggest worldwide first week  release of all time (potentially by a big margin, 10 millIon sold?), somehow Nintendo's stock gets hit

All the Mario Run talk almost made me forget about the insane opening for Pokemon Sun/Moon




The biggest market in terms of App revenues is iOS, not Android. Launching the game on Android will double the addressable market at best. A lot of games release on iOS first, this is Nintendo doing what others do, including MicroSoft. I've been using Gboard for months, a Google app that was just released for Android.

Ok...I don't wanna be BLUNT...but I think you may want to research global sales and market shares per mobile platform.

Android revenue has been higher then iOS globally for a few years now (2014 I believe).  Especially in Korea, India and China(for the ones that can get phones).

Some market research even insists that just China and Japan's android market...is larger the other all other global markets combined.(which im not betting but...who knows...).

You have to consider how explosive the android market has been in the past 4 years and the fact that its been the mobile market share king since 2010.



squibbfire said:

The biggest market in terms of App revenues is iOS, not Android. Launching the game on Android will double the addressable market at best. A lot of games release on iOS first, this is Nintendo doing what others do, including MicroSoft. I've been using Gboard for months, a Google app that was just released for Android.

Ok...I don't wanna be BLUNT...but I think you may want to research global sales and market shares per mobile platform.

Android revenue has been higher then iOS globally for a few years now (2014 I believe).  Especially in Korea, India and China(for the ones that can get phones).

Some market research even insists that just China and Japan's android market...is larger the other all other global markets combined.(which im not betting but...who knows...).

You have to consider how explosive the android market has been in the past 4 years and the fact that its been the mobile market share king since 2010.

You missed the bolded part, search for "iOS store vs Playstore revenues" on google and see for yourself

There's no denying that Android is the king of marketshare, there are other metrics that Apple still wins though. "Revenues from the App store" is one of them. The rest of my post is also correct, Google's Gboard just made its debute on the Android store, I've been using it for a while on my iPhone. I'll be using it now on my Android phone as well. I also enjoy using Motion stills, an app by Google that's exclusive to iOS.

The point I am trying to make is, iOS userbase are considered "power users" when it comes to using & paying for Apps, so with that price tag, the best market for the game is iOS, the Playstore is a big market as well, but it's not the biggest as superchunk implied. iOS is also cheaper to develop for, since you are mostly developing for one version of the OS, a console-like development environment for Nintendo and games developers in general. 



mountaindewslave said:
LurkerJ said:

“We have come to hold a stronger passion and vision for the video games console” with this decision, Iwata said. Essentially, he believes that compelling mobile games can act as a “bridge” that pushes more consumers to buy dedicated Nintendo games consoles. 

This is taken from Nintendo/DeNA announcement.

Mario Run will make money, it's developed for one of the cheapest OS'es to develop for, after all. But it's not the primary goal. Have you seen this

great point too, its hilarious that in the same time period in which Pokemon has possibly its biggest worldwide first week  release of all time (potentially by a big margin, 10 millIon sold?), somehow Nintendo's stock gets hit

All the Mario Run talk almost made me forget about the insane opening for Pokemon Sun/Moon

Yup. 3DS sales are noticeably up from November 2015. Apps on smartphones can definitely be a "bridge", just like Iwata anticipated.



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LurkerJ said:
squibbfire said:

Ok...I don't wanna be BLUNT...but I think you may want to research global sales and market shares per mobile platform.

Android revenue has been higher then iOS globally for a few years now (2014 I believe).  Especially in Korea, India and China(for the ones that can get phones).

Some market research even insists that just China and Japan's android market...is larger the other all other global markets combined.(which im not betting but...who knows...).

You have to consider how explosive the android market has been in the past 4 years and the fact that its been the mobile market share king since 2010.

You missed the bolded part, search for "iOS store vs Playstore revenues" on google and see for yourself

There's no denying that Android is the king of marketshare, there are other metrics that Apple still wins though. "Revenues from the App store" is one of them. The rest of my post is also correct, Google's Gboard just made its debute on the Android store, I've been using it for a while on my iPhone. I'll be using it now on my Android phone as well. I also enjoy using Motion stills, an app by Google that's exclusive to iOS.

The point I am trying to make is, iOS userbase are considered "power users" when it comes to using & paying for Apps, so with that price tag, the best market for the game is iOS, the Playstore is a big market as well, but it's not the biggest as superchunk implied. iOS is also cheaper to develop for, since you are mostly developing for one version of the OS, a console-like development environment for Nintendo and games developers in general. 

1. Apple users are not seen as "power users" or "power buyer"..that is apple marketing that has you.

2.  Nope didnt miss it...Apple hasnt been revenue king since 2014-earl 2015.

did the google search and this is what i found..

https://techcrunch.com/2015/04/27/android-surpasses-ios-in-revenue-if-chinas-android-app-stores-are-combined/



Miguel_Zorro said:
squibbfire said:

Ok...I don't wanna be BLUNT...but I think you may want to research global sales and market shares per mobile platform.

Android revenue has been higher then iOS globally for a few years now (2014 I believe).  Especially in Korea, India and China(for the ones that can get phones).

Some market research even insists that just China and Japan's android market...is larger the other all other global markets combined.(which im not betting but...who knows...).

You have to consider how explosive the android market has been in the past 4 years and the fact that its been the mobile market share king since 2010.

https://9to5mac.com/2016/01/20/app-store-ios-downloads-vs-android-revenue/

iOS App Store Revenue is significantly higher than Google Play Revenue.  It isn't even close.  There are lots of downloads on Android devices, but that doesn't translate to revenue.

I see the link about the Chinese Android store above.  I don't trust it, but I'll look at it more closely.

Serously...Did...did you just post a 9to5 mac graph and then tell me not to trust the link i posted from techcrunch.

After I just told told someone the apple marketing has gotten ahold of them.

Everything you posted was written drawn by a company who publication soley relies on mac products for mac developers!

Remember when everyone was talking about fake news...this is about as fake as it gets guys!

Apple has money in everything including nintendo exclusives. They are like the tabacco industry for computers.



squibbfire said:
LurkerJ said:

You missed the bolded part, search for "iOS store vs Playstore revenues" on google and see for yourself

There's no denying that Android is the king of marketshare, there are other metrics that Apple still wins though. "Revenues from the App store" is one of them. The rest of my post is also correct, Google's Gboard just made its debute on the Android store, I've been using it for a while on my iPhone. I'll be using it now on my Android phone as well. I also enjoy using Motion stills, an app by Google that's exclusive to iOS.

The point I am trying to make is, iOS userbase are considered "power users" when it comes to using & paying for Apps, so with that price tag, the best market for the game is iOS, the Playstore is a big market as well, but it's not the biggest as superchunk implied. iOS is also cheaper to develop for, since you are mostly developing for one version of the OS, a console-like development environment for Nintendo and games developers in general. 

1. Apple users are not seen as "power users" or "power buyer"..that is apple marketing that has you.

2.  Nope didnt miss it...Apple hasnt been revenue king since 2014-earl 2015.

did the google search and this is what i found..

https://techcrunch.com/2015/04/27/android-surpasses-ios-in-revenue-if-chinas-android-app-stores-are-combined/

1. It's not marketing that "has me", that's kinda insulting, especially when I am willing to discuss facts down to the finest details. 

2. According to your link:

  - iOS app store > Google's play store

  - If you combine the Chinese app stores with the playstore, iOS represent around 40% of global app stores revenues despite its tiny marketshare, that can't possibly happen unless if iOS users were definitely "power buyers". 

3. A genuine question, will Nintendo bother with these Chinese stores? I've never checked them out and I dunno what kind of apps they have/lack. I know Pokemon Go isn't released there yet, however.



squibbfire said:
Miguel_Zorro said:

https://9to5mac.com/2016/01/20/app-store-ios-downloads-vs-android-revenue/

iOS App Store Revenue is significantly higher than Google Play Revenue.  It isn't even close.  There are lots of downloads on Android devices, but that doesn't translate to revenue.

I see the link about the Chinese Android store above.  I don't trust it, but I'll look at it more closely.

Serously...Did...did you just post a 9to5 mac graph and then tell me not to trust the link i posted from techcrunch.

After I just told told someone the apple marketing has gotten ahold of them.

Everything you posted was written drawn by a company who publication soley relies on mac products for mac developers!

Remember when everyone was talking about fake news...this is about as fake as it gets guys!

Apple has money in everything including nintendo exclusives. They are like the tabacco industry for computers.

It's not a 9to5mac graph, it's a research firm graph. Did you even read?

And...

Telegraph 2016: http://www.telegraph.co.uk/technology/2016/04/20/apple-app-store-makes-twice-the-money-googles-play-store-does/

Ventrebeat 2016: http://venturebeat.com/2016/06/09/app-store-revenue-was-almost-double-that-of-google-play-in-q1-2016/

business insider 2016: http://www.businessinsider.com/apple-app-store-revenue-per-user-versus-android-2016-7

billboard 2016: http://www.billboard.com/articles/business/7446771/apple-app-store-generating-4-times-revenue-as-google-play-study-finds

Techcrunch: https://techcrunch.com/2015/10/15/ios-app-store-revenue-now-80-percent-higher-than-google-play-thanks-to-china/



The key word you used "fragmented".  From what we know Android surpassed them in 2014-2015.
And since then the Android market is still growing by leaps and bounds..(even with the Note fire Issue).

I think the apple market machine (which is just abount any jounalist using a mac) has gotten people to forget that the android revenue market could potentionally be 2 to 3 times larger then apple by now.