(26-10-2016 15:36)zothenr escribió:Parece que a los inversores no le ha hecho mucha gracia ni Nintendo Switch ni que no se centren en móviles:



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Y por qué esos inversores no invirtieron en su día en alguna compañía enfocada a móviles en lugar de una enfocada a videojuegos?

Me pueden comer los huevos por debajo del culo. Que hubieran sabido dónde metían las pasta en lugar de piar ahora queriendo cambiar el enfoque de una compañía que ha vivido toda su historia de los videojuegos en consolas.

(26-10-2016 16:43)chente escribió:Y por qué esos inversores no invirtieron en su día en alguna compañía enfocada a móviles en lugar de una enfocada a videojuegos?

Me pueden comer los huevos por debajo del culo. Que hubieran sabido dónde metían las pasta en lugar de piar ahora queriendo cambiar el enfoque de una compañía que ha vivido toda su historia de los videojuegos en consolas.

De hecho, la mayoría de inversores no saben que Nintendo hace videojuegos. La mayoría invierte en cosas que funcionan, sean lavadoras o videojuegos.


Cito textualmente (traducido por mi) a un inversor preguntando a Iwata y cia en una reunión de accionistas:

Cita:"No entiendo los videojuegos y estoy cabreado porque, en la reunión de accionistas de Nintendo, los inversores siempre discuten cosas relacionadas con videojuegos o temas tan infantiles como "cual debería ser el futuro de los videojuegos", mientras yo me quedo atónito viendo como el señor Iwata continúa manteniendo su posición a pesar de haber dicho que renunciaría si el rendimiento de la compañía iba a peor.

Espero que la reunión de inversores de Nintendo se convierta en un lugar donde los inversores podamos discutir los negocios y operaciones de la compañía desde el punto de vista de dividendos y ganancia de capitales."

https://www.nintendo.co.jp/ir/en/stock/m...qa/02.html

Cagate lorito

Más de la reunión:

- La consola se podrá probar antes de su salida:

Oh, also Nintendo chief suggessted there would be some occasions that consumers can actually test play Switch before launch. Good!

— Takashi Mochizuki (@mochi_wsj) October 26, 2016

- Switch no va a remplazar totalmente a 3DS, seguirá teniendo apoyo:

Mr. Kimishima reiterated his remark on 3DS today: will continue supporting it and make games for it. Switch isn't a 3DS replacement. https://t.co/P2gSDcxSes

— Takashi Mochizuki (@mochi_wsj) October 26, 2016

Bueno, esto último es exactamente lo mismo que con DS y Gameboy.
Si sale bien, seguirán con Switch, si sale mal, pues seguirán apoyando 3DS que al fin y al cabo tiene 50-60 millones de consolas instaladas.

Muchos más datos de la reunión:

Pokemon Go ha sido un impulso de ventas para 3DS y otros juegos de pokemon




Datos de ventas de 3DS:













Ventas de Yokay Watch en Europa, donde parece que sí está funcionando:





La idea de Nintendo con respecto a los móviles no ha cambiado:

“as we have explained in the past, Nintendo has three main goals when it comes to our smart device business. We would like to utilize smart devices as a platform to reach the maximum number of consumers with our IP. Of course, we also expect the smart device business to be profitable on its own, while generating synergy with our dedicated video game systems to maximize the potential of Nintendo’s overall business strategies. In addition to already-released Miitomo, we expect to have released the three titles listed above in series by the end of March 2017.”


Respecto a WiiU:


“We have significantly decreased the shipping volume for Wii U for the fiscal year ending March 2017 compared to the fiscal year ended March 2016, and we are expecting to sell 800,000 units.


These graphs show the sell-through (sales from retailers to consumers) of Wii U hardware and first party packaged software in our major markets: Japan, the U.S. and Europe. Sales from April 2016 through the second week of October are compared against sales in the same period for the last two years. Hardware sell through for this period is down significantly compared to the previous two years, but this is in alignment with our expectations. The sell-through for software is not as high as that for the previous period, which saw the release of major hits such as Splatoon and Super Mario Maker, but due to the increased sell-through overseas of popular titles at a special low price point under the Nintendo Selects banner, total sales are on par with those for the fiscal year ended March 2015.

Note: FY = Fiscal year (April through March of the following year)”

Respecto a las ventas digitales...



“This graph shows the download sales of digital content for Nintendo 3DS and Wii U during the second quarter over the past three years. As a result of our continuing efforts, the ratio of consumers who purchased software digitally when a packaged version is also available has increased year-on-year. However, since Wii U software sales are down this period, and the previous period saw the release of more downloadable content, including content for Mario Kart 8 and Super Smash Bros. for Wii U and Nintendo 3DS, sales for this period were limited to 14.7 billion yen, falling short of the previous period”.

Respecto a los Amiibos...



“This graph shows sell-in numbers (sales from Nintendo to retailers) for figure-type amiibo in Japan, the U.S. and Europe, compared with the previous period. In the previous period, we sold many amiibo, particularly in the Splatoon series, reaching total sell-in of approximately 10.6 million units. Sell-in for this period was approximately 3.8 million units.”

Respecto al tráiler de presentación de Switch...

“Finally, we will discuss our new gaming platform, Nintendo Switch. We had previously revealed that we have a new game system in development under the codename NX, and we have now announced that it will be released under the official name Nintendo Switch. We recently released a short video through our website showing off some of the new experiences made possible by Nintendo Switch. Please take a look.


We have received a fantastic response from all over the world to the Nintendo Switch reveal video presented above. We are not able to share each qualitative comment and response from consumers today. However, one example is the number of views we have received on our YouTube accounts. The total number of views just on our official YouTube Channels has already reached 23 million views worldwide and still growing. The reaction from our YouTube viewers has been overwhelmingly positive. We are very confident that a lot of consumers around the world have become interested in Nintendo Switch.

Nintendo Switch is a home console-type video game system that can be played at home or on the go. You can take the system away from your TV and play anywhere, alone or with friends. We are bringing this unprecedented entertainment experience to fans across the world.

When mounted on the Nintendo Switch Dock, you can experience high-impact gameplay on the large screen. Just remove the Nintendo Switch system from the Nintendo Switch Dock to transfer the game from the TV to the system screen instantly, letting you experience home console-quality gaming while switching between the TV and any other location.

The two unique detachable Joy-Con controllers also allow you to switch between multiple play styles with a single Nintendo Switch system, whether at home or on the go, letting you enjoy the gameplay of a home video game system with the portable convenience of a handheld system.

Nintendo Switch Partners (Partial List) As you can see, we have a fantastic range of partner companies interested in Nintendo Switch. These are only some of our partners, and we are looking forward to working with all of our partners to bring exciting experiences to this new platform.

We plan to launch Nintendo Switch worldwide in March 2017. We are planning to ship two million hardware units globally from launch in March 2017 through the end of that month.

We plan to announce the price, software lineup, specifications and other product details for Nintendo Switch at a special “Nintendo Switch Presentation 2017” planned for January 13, 2017 (JST). We will invite the media, analysts and distribution partners to this event, to be held at Tokyo Big Sight in Japan. The presentation event will also be streamed live worldwide over the Internet. We do not plan to release any additional information about the product until that time.


We also plan to provide a “Nintendo Switch Hands-On Experience 2017” as early as January in Japan, the U.S. and Europe. In Japan, we will follow the presentation on January 13 with the hands-on experience for the general public at Tokyo Big Sight on January 14 and 15. Hands-on experiences will be offered for media and business partners in the U.S., Europe and Australia at around the same time. Our local subsidiaries will provide more details.”

Respecto a NES Classic / Famicon...

“We are also bringing back the nostalgic Famicom and NES home consoles in a palm-sized version for this holiday season. Nintendo Classic Mini Family Computer will launch in Japan on November 10, with the Nintendo Entertainment System: NES Classic Edition launching in the U.S. and Europe on November 11. These miniature systems connect directly to a TV and come with 30 pre-installed classic titles, allowing you to play without swapping out cartridges. The original consoles have been recreated at palm size with unwavering attention to detail, not just in the systems themselves, but also in the controllers and packaging. We have hand-picked 30 pre-installed titles to spark the nostalgia of all the generations that enjoyed the original Famicom and NES. You can save the data at any point during your game play, which means you can try legacy titles more readily. When developing these products, the main audience we had in mind was the Famicom/NES generation: adults who fondly recall their experiences playing these systems and want to take a trip back to this early era of video games. However, we also designed these as products that will allow new generations to create fun new memories in the world of Famicom/NES. Since the announcement, we have received a fantastic response from consumers in the Famicom/NES generation, proving the emotional appeal of these products. We also see the nostalgic interest in these products as an opportunity to draw consumers’ attention to our new games as well.”

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(26-10-2016 22:19)[DNC] escribió:Bueno, esto último es exactamente lo mismo que con DS y Gameboy.
Si sale bien, seguirán con Switch, si sale mal, pues seguirán apoyando 3DS que al fin y al cabo tiene 50-60 millones de consolas instaladas.

Y aunque salga bien, son muchos millones de usuarios de 3DS como para dejarlos de lado. El apoyo en 2017 se mantendrá y ya en 2018 flojeará hasta desaparecer.

Me ha parecido curioso todo este intercambio de comentarios sobre inversiones, acciones y la dirección de la compañía. El considerado mejor inversor del mundo, Warren Buffett, justamente da ese consejo, el saber, conocer y entender donde se invierte, porque él mismo ha esquivado algunas balas como la caída de las punto com al no lanzarse a lo loco a por ellas, simplemente porque no entendía una mierda el producto que se ofertaba desde muchos portales digitales, más allá de "esto es el futuro, la comunicación global, somos compuhyperglobalnet". Si los inversores solo piensan en números y dividendos, bien pueden convertir Nintendo en la empresa primigenia de naipes que era si eso cuadra los números, pero es joder el producto que lleva vertebrando a la compañía desde hace décadas. Decisiones reales más importantes deberían ser temas como la infraestructura online, políticas de precios y lanzamientos, estudios.......lo usual en una compañía de hard y soft vamos.

Respecto al tema de continuidad de 3DS ha dicho lo siguiente:

“in addition to Pokémon, we have several other titles for Nintendo 3DS this year that are sure to appeal to a wide range of consumers. First, we have a title that is perfect for gatherings of family and friends over the holiday season. The well loved Mario Party series is back with less waiting time and more fun in the latest entry, Mario Party Star Rush, just released this month in Japan and Europe. This title will also expand your play options with new amiibo characters in the Mario series, launched on the same day. Mario Party Star Rush will be released in the U.S. on November 4.

Next, Animal Crossing: New Leaf – Welcome amiibo, out this November, adds amiibo functionality to Animal Crossing: New Leaf for new ways to play. Consumers who already own Animal Crossing: New Leaf can update to Animal Crossing: New Leaf – Welcome amiibo for free, so we hope that existing fans will also take this chance to visit their villages once again. We are also releasing a new set of amiibo cards for Animal Crossing: New Leaf – Welcome amiibo.


In December, we will bring Super Mario Maker, released for Wii U last year, to the Nintendo 3DS system as Super Mario Maker for Nintendo 3DS. As with the Wii U version, you can of course build new levels, and this title also lets you connect on the spot with your friends and family members that have their own copy of the software to share the levels you have built. It also comes with 100 new levels available to play immediately, and you can connect to the Internet to play hand-picked selections from the over eight million levels uploaded from the Wii U version, providing endless fun even if you don’t want to make your own levels.


In Japan, we are releasing Miitopia and Momotaro Dentetsu 2017 Tachiagare Nippon!! as major titles for the year-end holiday season. Miitopia, for which we have only announced the title, will be released by the end of this year, and we will provide more information about this exciting title at a later date. We also had a great response to the announcement of Momotaro Dentetsu 2017 Tachiagare Nippon!! in our Nintendo Direct last month, and this title will be out on December 22. Other offerings from third-party software publishers include the recently-released Monster Hunter Stories and YO-KAI WATCH 3 SUKIYAKI, to be released on December 15. We are now reaping the benefits of the large installed base we have established for the Nintendo 3DS system, and we expect this business to maintain its strong momentum throughout this fiscal year.

The Nintendo 3DS system, including Nintendo 2DS, has an attractive price point and a range of titles with strong appeal to fans of casual games, so we are focusing on promotional activities to reach female consumers, children and families.

This slide shows announced titles for the Nintendo 3DS system released in October or later or planned for release in Japan or overseas through the holiday season and after the beginning of next year, including third-party titles. The Nintendo 3DS platform has an incredible variety of titles in store, and we are continuing development efforts on a number of other exciting titles. This rich selection will appeal to all types of fans.”


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