Thread #732249563 | Image & Video Expansion | Click to Play
NINTENDO CONSIDERING GOING PRIVATE AS STOCK PRICE DROPS Anonymous 02/04/26(Wed)04:20:54 No.732249563 [Reply]▶
File: 1745910457245159.png (1.2 MB)
1.2 MB PNG
>Switch 2 sales came to 7.01 million units in the December quarter, compared with the 6.5 million average analysts’ estimate. But Nintendo reported a less-than-expected 23% rise in operating income. Sales leapt more than 80% but also lagged projections.
>Nintendo kept its full-year guidance for revenue and operating profit, and stuck to its Switch 2 unit sales forecast of 19 million. That seemed conservative, given the Switch 2 had sold 17.37 million units through December, according to Bloomberg Intelligence analyst Nathan Naidu.
>Weak software sales for the Switch 2 propelled the profit miss, Citigroup analyst Tokiya Baba wrote in a report. “We see investors focusing afresh on the risks of Switch 2 profitability deterioration from next FY on,” he added.
https://archive.ph/FU1zp
472 RepliesView Thread
>>
>>
>>
File: 1671322753442580.jpg (257.9 KB)
257.9 KB JPG
>>732249563
Even if this title is bait why wouldnt I want that? Im tired of creative endavours being filtered by dumbass gambling addicted shareholders. Every fucking stock trading faggot is going all in on AI anyway, fucking rip off the band-aid already and take the golden path that Valve has been doing for years
>>
>>
>>
File: images(14).jpg (18.6 KB)
18.6 KB JPG
>>732249676
Huh?
>>
>>
>>732249790
Dude, Google literally made a walking game simulator(that you can only play for a minute and its basically just an extended video that could already done with previous AI models), why the fuck would I want to invest in actual video games?
>ITT Baby Eating Shareholder
>>
>>
File: 1768865406300415.jpg (86.3 KB)
86.3 KB JPG
>OP says Nintendo is going private
>Article says nothing about it
Why are you like this?
>>
>>732249936
Dude they resold 2 Wii fucking games(one of which was already sold in the Mario All Stars Collection) and each got 2+ million sells. If I was a greedy fucking wall street fag Id be cumming buckets but I guess they need infinite sales now to break even...
>>
>>
>>
>>
>>
>>
>>
>>732250193
>>732250258
I think they tried going private during Switch 1 or Wii U but investors wouldn't budge.
>>
>>
>>732249790
Article is a bunch of dishonest lies.
Their income increased drastically. However their profit went down because Nintendo used that money to invest in new facilities and other ventures for long term gains.
Ofcourse, investors by and large are massive retards who don't know anything about anything, so they're having a sperg meltie
>>
>>
>>732249563
where does is say theyd go private? and explain to my why that would be bad for the consumer?
>less meddling from retards who dont know shit about video games
>dont have to answer to anyone
seems kino to keep, going public seems to only have disadvantages.
>>
File: 1741605124717300.gif (1.6 MB)
1.6 MB GIF
>>732250696
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
File: gohome.webm (362.9 KB)
362.9 KB WEBM
>>732249676
>tfw /v/ is going to turn this poor woman into a boogieman like they did with Allison Rapp
>>
>>
>>732249790
They missed their income forecasts seemingly due to an increase in operating expenses, and while this probably isn't the main factor right now, Switch 2 software sales are looking quite sluggish to me, about 37 million units while their forecast has them selling 48 million by March 31st. I don't know how they're going to do it with the lineup they have right now.
The hardware sales are good and that's about it.
>>
>>732250121
The average retard here has no fucking clue what private/public means or entails. Look at how many times these dipshits talk about how Valve is going public, despite them having literally no fucking reason to do so.
>>
>>
>>
>>
>>
>>732249563
Why do companies even go public? Just bunch of gay and retarded investors who don't know shit about what they're investing in and just blindly push for shit consumers don't like because they're retarded and short-sighted with nothing but profit on their mind.
>>
File: 1636857309375.jpg (182 KB)
182 KB JPG
>>732253759
It's not just a boogieman, it is a repeating pattern everywhere
>>
>>
>>
>>
>>
>>
Trooth Bombz "this thread is dedicated to Jay Resop" from /asp/
02/04/26(Wed)06:32:22 No.732255273
02/04/26(Wed)06:32:22 No.732255273
Trooth Bombz "this thread is dedicated to Jay Resop" from /asp/ 02/04/26(Wed)06:32:22 No.732255273▶
>>732249563
Donkey Kong is ugly and it flopped. Give me my FUCKING 3D Mario game NOW Nintendo.
>>
>>
>>
>>
>>732254075
I don't know what family is going to give their kid a $500 + $80 or $70 game on switch 2. If the kid likes nintendo games they're just going to go for a cheap switch 1 on a games sale. Not like the kid can tell the difference.
And the man children that purchased a switch 2 in droves are only going to get Mario kart and pokemon. They're stuck between a rock and a hard place
>>
File: tips.png (452.2 KB)
452.2 KB PNG
>>732249563
I know being a Nintendo doomer is 2 more weeks tier but honestly the Switch 2 seems like a misstep, Nintendo has been acting like the Apple of video games missing what made them appealing and successful in the first place. It doesn't help that the quality of the games has been on a steep decline for a few years now while they have gotten more expensive. It seems like they blew their load too, MK World should have been a huge success, DK is an obvious Mario game, Prime 4 should have been the reason to buy a Switch 2 for old school Nintendo fans, meanwhile there's no new Smash on the horizon and even if good luck topping Ultimate in terms of content, next Zelda is almost a decade away, the more niche IPs like Xenoblade or Bayonetta have been murdered. I can't think of a single game that would make me excited. I don't really see where that elusive untapped audience is either considering zoomers give zero fuck about Nintendo and millenialls are growing older and getting squeezed hard by the absolute state of the economy.
>>
>>
>>
>>
>>
>>
>>732255892
He is right. Mario Kart World is considered far worse than 8, Prime 4 was a disappointment released to almost no fanfare, the only new Mario game on the horizon is a re-release of Wonder, Zelda is likely going to be dormant for many years, there’s zero word on a new Smash. What do we have to look forward to from Nintendo? Another mediocre Mario movie?
>>
>>
>>
>>732249563
Going private WOULD be good, since it would mean they aren't beholden to idiot investors and stock holders and could go back to doing cool and interesting things, instead of chasing trends and going into fields that they are obviously not suited for. However, I doubt they will even come close to their old glory days for their line up.
>>
>>
>>
>>732255737
>MK World should have been a huge success
Those eight years in development must have been an absolute shitshow. I don't know what else can explain the disappointing roster, the very format of the roster, the barren open world, the barren battle mode, and clearly over emotional hesitance on simply letting people play on 3-lap races.
>>
>>732255623
Literally the only thing holding nintendo consoles together is pokemon and pokemon alone, its literaly the pokemon machine and the only fanbase retarded enough to purchase shit and make every game sell 30 million. Meanwhile games they spend 8 years making like donkey kong barely sell just fine, and let's not even mention how much of a flop Metroid is, or how there's literally no more games than that, Mario Kart World is a complete disaster and the others are just fucking DLCs! The next big announcement is just going to be gen 10 and then we'll go for like 4 or 5 more years with nothing but a yearly or biyearly pokemon. Nintendo doesnt even want to make new mario games they just want to make movies because they're more profitable than spending eight years making a game (honestly that's just their fault for being lazy asses, who the fuck takes almost a decade making a bing bing wahoo game?)
>>
File: Ninduro.jpg (428.8 KB)
428.8 KB JPG
>>732249563
Why are they worried about memory chip prices?
The ninty marketers in this board have been lying to us.
>>
>>
>>732249563
>>Weak software sales for the Switch 2 propelled the profit miss, Citigroup analyst Tokiya Baba wrote in a report. “We see investors focusing afresh on the risks of Switch 2 profitability deterioration from next FY on,” he added.
That's that 3rd party and gacha slop killing Jewtendo, eating their 1st party lunch, this is what the toddlers wanted and celebrated, right?
Karma for selling a genshin impact simulator for $90 when you could've played the real deal for free kek.
>>
>>
>>
>>
>>732256635
They are because they take way less time to make, two to three years in development, a few hundred million, then they get one or two billion back, they dont even need to print games or sell consoles to sell movies, their audience is even bigger than gamers and consumers of their games. So in the time a mario game would take to develop, 8 years, they could release two or three movies and make like five times its profit.
>>
>>
>>
>>732255871
>>732256376
>>732256384
>>732256737
Do you morons actually think these games are in active development the moment the previous game is shipped?
>>
Mario Kart World's problem is it can't compete with Mario Kart 8 Deluxe. Mario Kart 8 Deluxe even at a 85 dollar total after DLC is simply a better game. Mario Kart 8 Deluxe still sold 2 million copies this year almost a decade after it released.
>>
>>
>>732256384
People especially weirdly Nintendo fans always cry about the yearly Pokémon releases and act like Pokémon is this huge shame of the family when Pokémon hard carries Nintendo. If Nintendo didn't have a guaranteed 10 million seller easy holiday title to slot in holiday almost every year since the Switch launched what would they do? Look at how many Novembers Nintendo filled with a Pokémon release on Switch.
>>
>>732255273
>>732255623
Not a flop by any means but its stagnated a lot. It was at 3.5 million in the first 4 months, and it only increased by 750,000 the next 3 months.
>>
>>
>>732255947
>He is right. Mario Kart World is considered far worse than 8
Because people keep comparing MK8 Deluxe with all its DLC and extra tracks with World instead of comparing base MK8 which was honestly ass in comparison.
>>
>>
File: file.png (307.5 KB)
307.5 KB PNG
>>732257697
I just find it really funny is all.
>>
>>
>>
File: mamamiaa.jpg (62.7 KB)
62.7 KB JPG
>>732249563
God damn I didn't realize it jumped that high in the first place. Jumped like crazy in the beginning of 2025 and then had ANOTHER huge jump after the Switch 2 came out.
Prolly not a bad idea to buy in for a end of year/ early 2027 cashout.
>>
>>
>>732249676
fippy bippy, people like this idiot >>732255739 don't see it now but in a couple years we will be pointing back to this moment as the beginning of the end
>>
>>732260991
shareholders can force them to do actions that are suicidal to the company in the long term for short term benefits. not saying nintendo is going to do this but things like selling off their most profitable divisions for an immediate revenue boost when holding on to it would have kept the company alive for years have happened to other companies
>>
>>
>>
>>732249790
Revenue didn't meet the expected increase because of the huge expenses Nintendo spent making a movie, acquiring a studio and expanding their theme parks. Line went down for shareholders because they haven't received a return on investment from those avenues yet.
>>
>>
File: 211105e-pdf.png (137.4 KB)
137.4 KB PNG
>nintendo is spending 3 billion+ USD on themselves
>they've told investors this for years
>investors are surprised they did this and are still doing it
>>
>>
>>
File: 1752676992690493.jpg (5.6 KB)
5.6 KB JPG
>>732249563
Hmm that's VERY antisemitic.
>>
>>
>>
>>
>>
File: 1764121871946916.gif (385.6 KB)
385.6 KB GIF
I hope it dips more so I can buy more nintendo stonks
>>
>>
>>
>>732264142
Yeah that's the problem, it doesn't even have any good shit announced to be coming down the pipe, feels like they're entirely spent after yet another Mario Kart and Bananza. What, that's it, that's all the major shit they had planned for the console? Where are the games?
>>
>>
>>732264768
I wouldn't allocate a big portion of my portfolio to Nintendo
Gaming as a whole is on the decline and you can find plenty of reasons to be bearish about the future
Buying the dip before Pokemon's 30th anniversary brings in a lot of hype could be a wise move tho
>>
>>
Investors are greedy fucks.
They are still going to make massive profits.
Switch 2 sales while maybe under expectations are not stopping.
Install base grows and first party titles will continue to sell well.
Mario movie will sell well.
>>
>>732265040
>Switch 2 sales while maybe under expectations are not stopping.
This isn't even true. It's exceeding expectations if anything. Hitting 17.3 million at the end of December means reaching the 19 million forecast, which need I remind you is the revised forecast up from 15 million, is pretty much assured.
But then /v/ is retarded enough to think it won't sell 1.7 million in January-March 31st
>>
File: Screenshot 2026-02-04 at 12-16-34 IR Information Sales Data - Top Selling Title Sales Units - Nintendo Switch Software.png (170.5 KB)
170.5 KB PNG
>>732256384
kill yourself fucking retard.
>>
>>
>>
>>
>>
>>
>>732265335
>have 5 dollars cash
>can make 5 cookies and sell them for 10 dollars for 5 dollars in profit
>enter stock market, sell 10 shares, 2 dollars each
>have 25 dollars
>make 25 cookies and sell them for 50 dollars for 25 dollars in profit
>give every shareholder a dollar for their trouble, left with 15 dollars of profit and 40 dollars in the bank
>make 40 cookies next time instead of still doing rookie numbers with single digit dollar profits
>>
>>
>>
>>
>>732265628
>hit cap on market growth
>shareholders demand infinite growth
>forced to raise prices and cut costs making products worse and more expensive
>continue until the company collapses and the investors move to the next company
>>
>>
>>732249790
Despite the huge Switch 2 sales, software sales are about 2-2.5x, meaning on average, everyone who owns a Switch 2 only owns 2 (maybe 3) games after like 8 months, and one of those games is MKW, which you got for "free".
Even then, sales of most games are doing pretty poorly. MKW did fine because duh, it's part of the bundle, but damn near everything else is selling like shit.
The best example here is how Metroid Prime 2 cost a decade, a lot of people, and a lot of money to make, but sold less than 1m for both Switch 1 and 2 (because those dumbasses scared off Metroid fans. Repeat after me, "only Metroid fans buy Metroid games"!)
Outside of that, hell, Bananza was a "huge hit" but only sold 4m copies, meaning only 1/4-ish of all Switch 2 owners even bought it despite people being desperate for more games.
IIRC Kirby Air Riders only sold about 1m too.
Fuck it, I looked up the top four best sellers on the platform as of today:
Mario Kart World - 14.03 million
Donkey Kong Bananza - 4.25 million
Pokemon Legends: Z-A - Nintendo Switch 2 Edition - 3.89 million
Kirby Air Riders - 1.76 million
That's SHIT. Imagine releasing a whole new console and only 10% of your ultra-loyal fanbase even bought your #4 game.
Hell, all four were marketed like crazy, Kirby even got a whole-ass Direct thing to himself and it still shit the bed.
>>
>>
>>
File: UNITE_Delphox_Sacred_Style_Holowear.png (251 KB)
251 KB PNG
>>732257526
>most recent console release of the three
>it's Nintendo
>the other game companies aren't really doing a whole lot right now outside of some rumors and that overpriced Xbox-branded chinkheld
>nobody gives a fuck about the Xbox-whatever-SX or the PS5, or really any games on either system
>we don't have enough info on whatever Valve is doing
>the Switch 2 is "unique" enough to stick out and be an easier target
>Nintendo's pretty SEO friendly and even mentioning the company gets you boosted up the search engines
>>732264240
lol, lmao
>>732266054
The console's doing great, the games aren't.
>>
>>
>>
>>732266221
The problem really is as simple as Nintendo having absolutely zero big releases other than Mario Kart ready to go in the first year. Out of the other three titles there, Legends Z-A was a crossgen title that has 75% of its sales on Switch 1, Air Riders outsold the game that it's a sequel to despite currently having a smaller install base than the gamecube and Bananza's sales are fairly average DK sales. Even if Prime 4 turned out good it was never going to be that big of a seller either.
Those games are doing fine for what they are but the problem is that they're B and C-list games. Exclusive Mario, Zelda, or fuck even Splatoon games would have likely been easy 10+ million sellers by now. It's insane how their lineup for the first half of 2026 is just Mario Tennis and a fucking Pokemon themed DQ Builders clone. Like why is the new Tomodachi on Switch 1 this late when it would have likely been an easy 5+ million seller on Switch 2?
Nintendo's software sales are shit because their priorities are completely fucked for whatever reason. Games that would have higher sales on S2 get crippled by being crossgen or they just keep releasing spinoffs of less popular IPs instead of the heavy hitters that drove software sales for them in 2017.
>>
>>
>>
>>732249790
The switch 2 isn't selling any games besides mario kart. Retailers were also forced to cut the price just to move units. Nintendo shipped unprecedented supply and still only met their sales estimate by the skin of their teeth thanks to retailers taking that loss. These are all abysmal signs for the future of the system and the stock market is largely driven by speculation over the future.
>>
>>
>>
>>
>>
>>
>>
>>
>>732267010
>this late
The issue is that the Switch 2 was pushed out super early before any games were ready, and that's why most of the games (all minus Kirby, I think?) are either cross-gen releases or had a few extra shaders slapped on and turned into a "Switch 2 exclusive" despite probably having gone gold/near-gold with the Switch 1 copy already (namely Bananza and MKW). I imagine we'll be about halfway through 2026 before we start seeing more ACTUAL Switch 2 games coming out, and even then I'm not sure since we're still getting Switch 1 leftovers and there's not a lot announced right now.Also the original Kirby Air Ride was a colossal, gigafuckhuge flop, so the new game beating it isn't exactly a hurdle.
What's extra funny is that since they rushed themselves out the door instead of making a Switch Pro, they're caught in a tight spot because hardware costs are going up, which will affect profit margins, while Xbox and Sony being lazy means they get to wait it out and avoid the worst of it, releasing when things calm down and they get to sling out newer tech (probably AI-powered, for better or worse.)
>>732267198
>>732267267
I still don't get why people deflect with culture wars in 2026, damn near nobody bought the new Xbox or Playstation, there's no online fights about which console's better, which have better exclusives, nothing. The only people that bought the new consoles were the people who buy systems because "new=gooder" and they don't really interact online.
Nintendo gets a bit of a free pass since their system is unique enough and they focus on exclusives, but with nobody to war with, there's not much of a console war there either.
>you don't like Nintendo, you must like Sony/MS!
Nigga, nobody likes Sony or Microsoft.
>>
>>732257614
Base MK8 is still fundamentally a far better game and that won't change until Nintendo admits they're being retarded about intermissions and open worlds in general and does something about it so they stop actively dragging the experiences down.
>>
>>
>>
>>
>>
>>
>>
>>732260825
It jumped that high because people had way stronger expectations for the Switch 2. It's tanking now because retailers were forced to slash the price of the system just move it off shelves and Nintendo still only barely hit their sales target. And all but a few games are selling poorly, the only real exception being Mario Kart, but most of that is pack-in.
Nintendo is in for a seriously rough time if they don't have a real system seller soon. This year is not going to be kind.
>>
>>732267597
All it really needs is a classic GP mode, being able to select full courses only and them releasing some extra courses.
As long as you actually play a regular track the game is even better than MK8 just for like pure driving physics, there's just too few tracks.
Also you'd think the open world would allow for something like a "track maker" where you can just manually set a path through the world that everyone then has to follow with the ability to pepper in some stuff like obstacles.
>>
File: god.png (37.4 KB)
37.4 KB PNG
>>732267709
>>
>>
>>
>>
>>732267868
>All it really needs is a classic GP mode, being able to select full courses only and them releasing some extra courses.
I would say that would maybe put it on par. There's still other issues like sandbagging being even worse and 24 players is just an absolute clusterfuck. Their new ideas were more steps back than forward.
>>
>>
>>732249563
This is a good thing. Not a single company ever started making better products after going public. Fuck shareholders. I wish more companies go private. To hell with the stock market scam and their fake lines.
>>
>>732249676
People gotta stop blaming her for shit, it's too soon, you're not gonna see any direct impacts from her for at least a few months, maybe a year.
Even the new TL game's nonbinary thing is just a localization issue (in Japanese it's "other"), and not her fault.
I mean I'm sure she'll probably fuck something up, but it's too early to call.
>>732267709
>first new DK game in forever that isn't just another port
>new DK redesign got people talking (for better or worse. All publicity is good publicity)
>Pauline feet boosted attention, as well as people wondering why she's a kid and if the game's set at a certain time frame or not
>Switch 2 owners were in full ravenous mode for any new game at the time, regardless of genre or quality
>heavy marketing, gameplay features, streamers playing it, etc.
>Poppy
All this and only about 1/4th of all Switch 2 owners bought it despite the console still being new and people still rushing to pad out their libraries ASAP.
>>732267896
>cope
I agree, MKW sucks, intermissions are ass.
Did you reply to the wrong person?
>>
>>
>>
>>
File: 1512696694121.jpg (71.2 KB)
71.2 KB JPG
>Nintendo going private
I can only get so hard at the idea. The only negative is that they might go full PG-13 still thinking Alphas and Zoomers still care about mario,
>>
>>
>>
>>
>>
>>
File: file.png (438.7 KB)
438.7 KB PNG
>>732268646
Sony is doing its own thing clearly.
>>
>>
>>
>>732255937
They already released BotW remastered, sort of
>>732266221
Damn, DK outsold Z-A? That's kinda neat, and yeah, I know it doesn't include Switch 1 sales
>>
>>
>>
>>
File: 1764339039068055.png (65.7 KB)
65.7 KB PNG
>>732249563
Oh no the console made for babies is struggling a bit.
>>
>>
File: 1734088489017076.gif (871.5 KB)
871.5 KB GIF
>>
>>
File: 1633007672384.jpg (46.5 KB)
46.5 KB JPG
>>732249563
LMAO Iwata would've just tanked that with his salary and pushed on.
>>
>>
>>
>>
>>
>>
>>
>>732249790
Investors are literal morons, like that webm of the old people in front of the digital slots just mashing their fat retard palms on the screen? Imagine that every time you think of an investor and you'll have perfectly captured them.
>>
Stockholders think the sw2 will either get a price increase or a significant reduction in profit margin because of the retarded AI bubble price increases that are hitting part prices
EVERYBODY is going go to be fucked, ps pc switch gabecube, everyone.
>>
>>
>>
>>
>>
>>
>>
>>
>>732269467
That was already a concern before this. This fresh dropoff was caused by Nintendo missing expectations. So, concern over AI and a concern over waning interest and the Switch 2's future independent from AI.
>>
>>
>>732267583
>Switch 2 was pushed out super early
You're fucking stupid and don't know what you're talking about. They literally sat on it until they had millions of units stocked so they could meet demand and beat scalpers. It was beyond ready, and besides Prime 4, everything is selling well.
>they're caught in a tight spot because hardware costs are going up, which will affect profit margins
They literally addressed this directly. Their contracts are set and they won't be overly affected by hardware price increases. Like I said, you're fucking stupid and ignorant, don't ever try to pass off your dumbfuck shitposting as legitimate analysis again.
>>
>>732269467
Furukawa adressed that in Q&A. It won't affect them for at least a year
>As mentioned earlier, we do not discuss details regarding specific components. However, for memory-related parts, we are engaging in discussions with our suppliers from a long-term perspective and striving to ensure stable procurement. Therefore, the recent surge in memory prices is not expected to significantly impact this fiscal year's performance. Regarding the next fiscal year and beyond, we also have inventory on hand and production currently underway, so we do not anticipate an immediate major impact.
>>
>>
>>
>>
>>732269718
You said Switch 2 is overpriced, but the profits are lower despite them selling 17 million units. How does that work?
>nobody is buying games
18 million pieces of software sold in the last 3 months and Switch 2 editions of Switch 1 games aren't counted
>>
>>
>>
>>732267583
>The issue is that the Switch 2 was pushed out super early before any games were ready
Nintendo sat on it until they had unprecedented stock. They thought the games were ready. They thought MKW and Bonanza would be enough. Problem is, nobody is buying anything else. And why would they, when they can get every other game better and cheaper on PC? That's the reality Nintendo is going to have to contend with and it's only going to get worse for them. They need to dump as many games as they can themselves onto the Switch 2, and actually good games, which they really haven't done. They've lost third parties in an entirely different way. Hoping other games shore up the system is a guaranteed way to fail because that's not what anyone buys Nintendo for. They also can't just rely on the Wii U strategy of rereleasing the same damn game AGAIN hoping it'll shore up the system and get people to buy it. Everyone and their mother already had a Switch. They need good new games that people actually care about and I'd argue they don't have one yet that meets those criteria. They are going to struggle mightily in the coming years. PC is the only one well positioned to weather what's coming and even then PC is at risk too if our kiddie diddling billionaire overlords really try to go through with forcing everyone into the cloud just to use a computer.
>>
>>
>>
>>732269628
It is a golden age for emulation
>Retro games have been fucked since corona.
True, although you can still buy an console + a nice of stack of games for $200 or under
None of these games will be Pokémon Emerald, Mario 64 or some niche hyped up Horror game but you'll have more than than enough fun regardless
>>
>>
>>
>>
>>
>>
>>
>>732257614
>Because people keep comparing MK8 Deluxe with all its DLC and extra tracks with World instead of comparing base MK8
that's nintendo's problem because that's exactly the double-edged sword of rereleasing an updated version of 8
you get to sell the same game twice with a comparatively minuscule budget to add a few things, and people go "wow so much content!" and people positively judge it as a single game, but now people are going to compare your next release to that impossible standard
everything has consequences
>>
>>
>>
>>
>>
>>
>>
>>732270241
>How can Nintendo be greedy
>if they "missed investor expectations" (they didn't)
Now you can't even keep the point you're trying to make straight.
And both things can be true at the same time. They still missed analyst expectations and thus the stock went down and futures soured.
>>
>>
>>
>>
>>
>>
>>
File: 1745117020635722.jpg (62.1 KB)
62.1 KB JPG
>>732270351
>They're currently the only ones who aren't.
Isn't there somebody you forgot to ask?
>>
>>
>>732270416
Investors be like
>where is the revenue for the Mario Galaxy Movie
It hasn't released yet
>are we seeing a return on investment yet for Nintendo Land Donkey Kong Country?
It hasn't been open to the public for long
>>
>>
>>
>>
>>
>>732249563
>the more "switch 2" are sold the more money Nintendo loses
By Nikkei
https://x.com/i/status/2018996343952249288
Holy KWAB!
>>
>>
>>
>>
>>
File: Screenshot_20260204-083354.png (363.9 KB)
363.9 KB PNG
>>732270357
Try again anon.
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>732249790
So analyst have an expectation of how well the company is going to do. Nintendo fell short of that projection
>But profits are up
Yes, but when you launch a new console to replace your dying one, that’s going to happen. The culprit is the software, software sales were very bad. So Nintendo made less than everyone expected and they sold
>>
>>
>>
>>
>>
File: sw2.png (100 KB)
100 KB PNG
>>732253638
You dumb fuck.
>>
>>
>>732270697
They raised prices on their 9 year old system made from over decade old mobile phone scraps. If that alone doesn't scream greed to you, nothing else will. They are taking as much of a profit as they possibly can. They missed expectations because people aren't buying as much as Nintendo needs them to.
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>732270053
>They also can't just rely on the Wii U strategy of rereleasing the same damn game AGAIN hoping it'll shore up the system and get people to buy it.
Glad to see someone mention this. They actually need to make new games and in a timely manner. Stuff like DK, Metroid, and Kirby were always going to be B-tier sellers at best by their own standards but the first two took embarrassingly long to develop. Whatever advantage Nintendo had in developing games relatively quicker with lower graphic fidelity seems to be gone
>>
>>
>>
>>
>>
>>
>>
File: 1768983052727777.webm (633 KB)
633 KB WEBM
>>732270685
That's not what the article says retard
>>
>>
>>
>>
>>732271070
Taking it up with the objective reality of their line going down, that's all you people seem to care about anyway when you screech about sales and nothing else.
If their line was going up, you retards would be wanking off all over the board. Instead you have to damage control a corporation for free.
>>
>>
>>
>>
>>
File: IMG_8556.jpg (357.5 KB)
357.5 KB JPG
>>732269726
> we are engaging in discussions with our suppliers from a long-term perspective and striving to ensure stable procurement.
Is he retarded? What they are going to do is say “ohhhh I know we had a deal but I’m not selling you anymore at X and oh there are only two other suppliers that will sell you shit so uhhhh pound fucking sand”. No one is going to sell you shit at 2024 prices and yes you dumb nip, they absolutely will break prior agreements
>>
File: donkey-kong-country-2-no-hopers-739395314~2.png (181.8 KB)
181.8 KB PNG
>>732271279
turdworlds didn't even outsell Kirby
>>
>>
>>
>>
>>
>>732270969
>They raised prices on their 9 year old system made from over decade old mobile phone scraps
Due to tariffs, yes. Just like everyone else because America is greedy.
Funny how you just neglected to mention that.
>>
>>
>>
>>
>>732270969
>They missed expectations because people aren't buying as much as Nintendo needs them to.
They kicker is that Nintendo exceeded their expectations, just not analyst expectations which were way above what they should have been.
>>
>>
>>
>>732271356
Short-sighted comment. Nintendo (and Sony and Microsoft, for that matter) can offer companies stability through their track record. Contracts are written based on long-term metrics and related forecasts. To think that Nintendo and larger gaming companies don't have this as a formidable bargaining chip is unreasonably pessimistic.
>>
>>
>>
>>732271486
All companies are held to analyst expectations, that's how it works. They don't meet expectations, line goes down. This is not bias or unique thing against Nintendo. Nvidia could make a bajillion dollars, but if it doesn't surpass the bajillion and two the analysts were expecting or if Nvidia expresses wariness of the future, line goes down. That's the reality of being public and if Nintendo weren't so greedy and doesn't want to deal with that for the potential gain, then they should go private.
>>
>>732271486
> They kicker is that Nintendo exceeded their expectations
Not really. Nintendo is projecting 48 million in software sales but they’ve only sold 37 and that was with the Mario Kart bundle. Nintendo doesn’t have any big titles left for the quarter so they are probably going to miss it by quite a bit. The attach rate of the console is 2.1 and, again, that’s with Mario Kart, so the average person only bought one other game. This is why their revenue and profits were lower than expected.
>>
>>
>>
>>732271569
>they could sell the switch for like 50 bucks at this point and probably still make a profit.
Not how that works by the way. Especially in this day and age where tech is getting more expensive.
>Nintendo is greedy is shit
Sure, but if you believe that you have to believe that everyone is considerably worse.
>>
>>
>>
>>
>>732271670
They probably will be, but we've yet to see to what extent.
I'm just more optimistic because I'd rather see them succeed in the face of AI innovationism. I'd like to see the same for the video game industry as a whole, despite all the internal issues.
>>
>>
>>732271713
>All companies are held to analyst expectations, that's how it works
There's only one problem, that's not how it works. Analyst expectations have nothing to do with anything they don't work at the company and aren't privvy to any important information, they just exist to tell bad investors what to do.
>>
>>
>>732271571
Anon, there are only 3 RAM manufacturers. These companies don’t have a lot of choice and ALL of them are raising prices because open AI bought 40% of the supply. They aren’t going to honor old contracts for “stability” when they’d be essentially selling at a loss. Most likely they either break the contract and pay the liquidation clause or just stop supplying Nintendo with parts to sell them for better prices to other customers.
The only actual company with bargaining power (other than money hat OpenAI) is Apple. Nintendo is a small fish here.
>>
>>
>>
>>732271826
>Not how that works by the way
If you think the Switch is worth $340 and needs to be at that price just to make a profit then I've got a bridge to sell you. Nintendo gets away with treating you people like idiots, because you are idiots.
>>
>>
>>
>>
>>
>>
File: 549889968ec2016.jpg (135.9 KB)
135.9 KB JPG
>>
>>
>>
>>
File: 1752779085009.jpg (219.4 KB)
219.4 KB JPG
>>732272127
>
>>
>>
>>
>>
>>732271992
And let me guess, you somehow think Nintendo would survive the industry randomly dying out of nowhere.
Steam is doing better than ever by the way, constantly breaking records. It's consoles and AAA that are lagging behind, aka soulless corpo shit.
>>
>>732271945
>They are not significantly worse than Nintendo.
Oh they are, on an objective level too.
If you're going to use the tariffs against Nintendo that would also apply to them who increased prices not only when they went into effect but before that with that same excuse.
Then you have the sub price increases, something Nintendo has yet to do, a lot of mtx which Nintendo also doesn't do, Sony specifically killed code cards for games on their system to get more people buying through their shop and not retailers so they get a larger cut.
So yeah Nintendo is very, very low down on that "greed" ladder to the point where you just look like an idiot.
>>
>>
>>
>>732272212
>>732272304
Oh I understand what you're trying to say, the problem is that it's all wrong.
Analysts realistically shouldn't have a any bearing on anything since they aren't affiliated with a company, they can't set expectations themselves.
The problem is that shareholders and people like you aren't very smart, you need to be herded.
>>
>>732272529
Whatever helps you sleep at night with nintendo's dick in your ass dude
>>732272594
They should because they still don't even offer real refunds
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>732272280
Depends on if the AI bubble burst. Data centers are the issue but manufacturers were producing less to get the price up. They got a bit burned after the end of COVID because they ramped up production and then demand for tech shit dropped. This could last a few months or a few years.
>>
>>732272743
>They literally can and do.
They can't, only the company can, they're the ones with all the information, not the analysts. That doesn't mean that people will listen to the company however again, there's an intellectual barrier which you clearly can't overcome.
>>
>>
>>
>>
>>732272438
https://arch.b4k.dev/v/search/image/3nOQ7%2FcUF9kSPyc1y5C3Mg%3D%3D/pag e/1/
Always crying KWABOTY
>>
>>
>>
>>
>>732272136
I bought my Switch nine years ago, I don't give a shit what they set the price at. People are explaining the reality of the business to you and you can't handle facts, that's why you try and make it personal. That's why you lose and will continue to lose, because you can't separate your feelings from facts.
>>
>>
>>
>>
>>
>>732249563
>11% drop right before the second Mario movie and the first LoZ movie
>let alone the fact that this reaction is for the literal first seven months of a new console's lifespan
Sounds like a good investment to me.
>>
>>
File: Switch 2 bombed.jpg (210.3 KB)
210.3 KB JPG
Nintendeen won.
>>
File: file.png (651.6 KB)
651.6 KB PNG
>>732273324
Fuck off you samefagging retard.
>>
>>732272685
Investors own a percentage of Nintendo, why wouldn't they be allowed to set expectations of Nintendo's performance? You do know what causes the line to up or down, right? That is the investor's money and they expect the results and return that they set based on the information available to them.
>>
>>
>>
File: Screenshot_20260205-013409.png (231 KB)
231 KB PNG
>>732273505
>15M
why is this retard so easily refuted
>>
>>
>>
>>732273557
>why wouldn't they be allowed to set expectations of Nintendo's performance?
Who said that they aren't? They're allowed to take the data from the company and set expectations based on that for obvious reasons.
Analysts however aren't either. They make things up on the fly.
>>
>>732249790
The jews that buy your stock expect a certain rate of return that may or may not be realistic. If you don't meet those expectations, line goes down. They could care less about the geopolitical or manufacturing problems that you may unexpectedly face
>>
>>732268661
not a loss yet, but it'll catch up.
switch 2 makes a small profit, $23 (after tariffs). but the rising memory costs due to aifags will hit them in 2026, nintendo locked in their supply but the memory makers are jacking prices, so they might take a loss of -$35-$50 per system, once their initial orders run out in 2026
nintendo will try to squeeze out loss reductions on other components of the device during the life of the console, as all hardware makers do, but the RAM thing is going to hurt them (just like it's hurting Sony/MS/Valve)
nitendo's best hope is making huge 1st party games of course, and hoping the tariffs go away (kek)
>>
>>732273685
>>732273754
Every console manufacturer always reports shipped. Makes zero sense to make comparisons of sell through for Nintendo when Sony and MS are shipped.
This is Nintendo boasting their selling through being very high
>>
>>
File: Screenshot_20260205-014251.png (262.3 KB)
262.3 KB PNG
>>732273754
>>732274030
It's sold
>>
File: 1747669691866743.gif (1.8 MB)
1.8 MB GIF
>>732273528
>2015
>has has been seething for over 10 years
>>
>>
>>
>>
File: __lin_lee_koo_and_inferno_xenoblade_chronicles_and_1_more_drawn_by_decoponmagi__7148a305549311efdcf435d97fc7837c.jpg (644.8 KB)
644.8 KB JPG
>>732255737
Gonna bite the bait and say that Xenoblade X Definitive Edition came out less than a year ago you stupid fucking retarded faggot ass bitch cocksucking RETARD.
>>
>>
>>
>>
>>
>>
>>
File: Metroid_Prime_4_Beyond_cover_art.png (212.6 KB)
212.6 KB PNG
Just remember that the anti-Nintendo Snoy cocksucking shills ruined Metroid by making Metroid Prime 4 out to be WAYYYYYYY worse than it actually is, causing it to completely bomb when it definitely shouldn't have
Remember who damaged gaming when the Snoys come back to try to ask to give you a blowjob under the Queensborough bridge for $5 a man
>>
>>732249830
Yep, I blame the stock market for fast food being horrible now. They're playing with what's basically fictional money, doesn't matter if the latest burger is selling half of what is used to if it now cost 3x the original price. Stock market rarely reflects the actual health and value of a company, people just fall in love with potential and forget about quality and longevity.
Stock market keeps going up but everything is shittier and more expensive. How long can we keep cutting corners with goods and services?
>>
>>
>>
File: 1000084273.webm (3.9 MB)
3.9 MB WEBM
>>732274885
Shit game retarded cult follower
>>
>>
File: 1738279526061016.png (7.9 KB)
7.9 KB PNG
>>732275113
It's Eric ximself.
>>
>>
>>
>>
>>
>>
>>
>>
File: 330px-Queensboro_Bridge_from_above.jpg (25.7 KB)
25.7 KB JPG
>>732275350
Jerkin' off PUNKS for $5 a man
>>
>>732249563
Unironic lifelong nintedrone here
>Release a console with one game
>People want to play it their own way so you change it so they can't
>Six months later, it has two games and zero announcements
>console is just the one they already own, in the same box, just much more expensive and with no apparent changes
>You had the longest, most profitable run of any console, but you didn't bother to get a single studio on board for the new console even with years of notice
>No Starfox, F-Zero, any franchise that could really do with a new premium game, but no Mario either
I have got no idea what they were thinking, this was the laziest shit of all time and they deserve to be punished for it
>>
>>
File: Norm_Macdonald.jpg (413 KB)
413 KB JPG
>>732275350
https://www.youtube.com/watch?v=mkW4HkWVYrY
>>
>>
File: 1752412062389.jpg (99.1 KB)
99.1 KB JPG
It's official.
>>
>>
>>732276489
Not really. While you're going back and forth between areas you knock down the big rocks to collect them throughout the duration of the game, and at the end you do maybe 5-10 minutes of actual collecting.
>>
>>732274885
I 100% completed Prime 4. I gave it a fair shot. I even replayed Prime 1 afterwards to remember what that game was like. Beyond is just bad. Not even bad in unique ways, but bad in the exact same kind of overly linear, handholdy, and unfocused way that any modern game with a troubled dev cycle is.
>>
Metroid Prime 4 is going to go down as an underrated cult classic that got hampered by sniveling Snoys online
https://www.youtube.com/watch?v=SBt9hXuk7xo
>>732276654
Nah. It was better than Dread.
>>
File: 1770171501520041.png (10.3 KB)
10.3 KB PNG
>>732273505
>>
>>
>>732276776
If you like your hand held by retarded feds, areas that are straight lines, maybe half a dozen types of enemies that barely even attack you, overly wordy yet somehow still meaningless scan dialogue, and spending minutes in complete silence as you break rocks to grow a funny fruit before you go and fight an angry retard who's just mad you didn't save him early enough, then maybe. I could say what I like about Dread but you'd probably just say "wrong" or some shit so I won't even bother. I bought and played Prime 4, so I'm entitled to my opinion that the game is mediocre at best and waste of time at worst.
>>
>>
>>732276962
You find six different shrines and then spend an hour max at the end of the game going to the fed wrecks and talking to the sniper guy. Hell it would have been better if the green crystals were locked behind time trial races or some shit. Would be antithetical to Metroid but it would at least be mildly engaging instead of the bland shit we got.
>>
>>
File: malfoy.gif (280.5 KB)
280.5 KB GIF
>>732276776
>It was better than Dread.
I guess there's all kinds of peoples in this our Lord's land.
>>
>>
>>
>>732273732
So then why wouldn't you invest in the company that
>has explored first party phone titles, and people will not go without phones
>has worked with last-gen/outdated hardware to much success
>is exploring other revenue streams, like the aforementioned movies, real life parks, OST music streaming
>is still making money from their old IPs via a subscription service
compared to other gaming companies? On paper they seem the most flexible.
>>
>>
File: 1757196900045752.png (33.5 KB)
33.5 KB PNG
So which is it. Is Nintendoomed or not?
>>
>>
>>
>>
>>
>>
>>732279474
I don't think it's remotely doomed. People are buying the thing regardless and it's becoming a viable option for 3rd parties, plus it's pretty much the only gaming option in japan.
It'll get its footing but if this serves as a purpose for investors leaving and nintendo buying their own stock so be it. I'm honestly disgusted with having my vidya be so affected by such abstract notions of "line must not only go up but it must go up in every possible dimension and possibility in the future at the cost of everything.
>>
The best part about the DRAM situation is how Nintendo will be the only one that will make it out alive.
No parents will agree to spend 2500 bucks on a gayman PC, and PS/Xbox are not in a good state either at their current price. The only consoles parents agree to in the current year and the current prices, reluctantly at that, are Nintendo ones.
The only one able to sell consoles will be Nintendo.
t. parent
>>
>>
>>
>>
>>
>>732282562
>There is no other choice most of the time
Of course there is, Nintendo generally make more of their normal versions rather than the bundles because they know that consumers prefer physical to digital.
>>
>>
>>732282880
Consumers don't prefer physical to digital though. Nearly half the sales are physical. Nearly.
https://insider-gaming.com/nearly-half-of-nintendo-switch-games-sales- are-phyiscal/
>>
>>732249790
Nobody bought games because $80 games is retarded, they don't make much on hardware sales, weak launch lineup has many switch 1 owners not upgrading yet, and overall fear and panic as memory prices soar out of control with no end in sight. Shareholders get nervous and stock price plummet.
Small indie company making rookie mistakes, prease understand-eru.
>>
>>732282562
But the point of the sales of MK world being disappointing and not carrying the thing doesn't make any sense if it is accepted that the machine itself sold well.
The vast majority of people rather bought the bundle than didn't. The amount of consoles sold is apparently impressive, but somehow not the amount of MK World copies sold? How is having 8 in 10 of those impressive switch 2 sales also have MK World disappointing? Should they have sold more MK world copies than there are consoles around? Someone help me understand here.
>>
>>732283189
You know that article proves you wrong, right?
It also includes digital only games and add on content yet half of all sold games are physical, the statistics are skewed towards digital and physical is still making up half.
It even says that in the article itself
>It’s also pointed out that “Digital sales increased year-on-year mainly due to an increase in sales of downloadable versions of packaged software and add-on content.”
>Meaning, without somewhat inflated numbers as a direct result of digital-only downloads in DLC and expansions, the digital percentage might be lower, and physical sales might be above 50%.
You should probably actually read your links before you post them.
>>
>>
>>
>>
>>732266221
>2-3 games after 8 months
HEY, its exactly what I said would happen with the increased price of games. People are buying less to make up the cost, which means much lower profits then they would normally be getting if they had kept it 60 dollars. Now remember kids, which is higher?
>60 x 6
or
>80 x 3
People aren't as fucking stupid as these companies would like to think they are. They know that the current value of games has gone down, so why does the cost still go up?
>>
>>
File: 1521026042990.png (379.5 KB)
379.5 KB PNG
Did he win?
>>
>>
>>732267583
>probably AI-powered
This is going to be the killer thing. The real reason for trying to push for cloud gaming (aside from wanting consumers to not own anything), is that it allows them to try to make a game that AI can actively generate content for. Imagine asking a game on start up to make a scenario and it actually makes something that is at least playable.
>>
>>
>>
>>732285261
>Why would you not count digital only content, expansions and DLC as sales?
Because you don't have a choice, do you.
Basically including that just shows that digital is only viable when choice is taken away otherwise people will always choose physical.
>>
>>
>>
>>
>>
>>
>>732285124
Well I don't know, i was following this discussion:
>>732279768
>Switch 2 - 17.37 million units
>Mario Kart World - 14.03 million units
>That's a hard carry if I ever saw one
>>732280095
>(Doesn't count because) It was bundled
It doesn't matter if it was bundled. Even better if it wasn't because it means people bought the game anyway separately. The thing is that MK is indeed selling and rather well.
>>
>>
>>732275641
This, it's not like SoA back in the 90s, where they were clearly pushing a different angel with stuff like Sonic. NoA has pretty much been, since day 1, a big ol' translator for NoJ. Reggie being able to convince NoJ to make Wii Sports a pack-in title was out of the ordinary.
>>
When you were partying, I said that Donki Kong Bananza has rough leg's.
When you were having premarital sex, I mastered the art of Mighty Nombre 9.
While you wasted your days at the gym in pursuit of vanity, I cultivated the baiting of the bings.
And now that the Shitch 2 is floppeding and the barbarians are at the gate you have the audacity to come to me for help?
>>
>>732249563
I consider Nintendo a first party game studio. This means they will live as long as they sell good games.They will go under if they don't produce good games. It doesn't matter what happens to the Switch 2, or their Marioland, or whatever movie products they invest in. People only buy the handheld console to play Nintendo first party games to begin with
>>
File: 1750126785597136.gif (2.5 MB)
2.5 MB GIF
I'MMA WARIO, I'MMA GONNA WIN
>NINTENDO CON-
BRAAAAAAAAAAAAAAAAP
>S-Switch 2 sales ca-
BRAAAAAAAAAAAAAAAAP
>W-W-W-Weak *chokes on tears* soft-
HAVE A ROTTEN DAY!
>>
>>732255996
they don't intend to go private though, they only repurchase stock because they themselves think they are undervalued, as a defense for hostile takeovers and using their reserves from Wii and Switch era to stabilize the company.
>>
>>
>>732288898
Bundled or not, 14 million units moved means people are still buying it, whether by choice or default. A "bundle" still has to be attractive for people to want the damn thing in the first place. Plus, if the game wasn't worth it, people would just sell the code or trade in the cart. MK is the go-to for normies and hardcore alike, it’s basically Nintendo’s GTA V-perpetual sales machine. Let’s not pretend a bundled MK still isn’t doing heavy lifting in making that launch lineup look decent.
>>
>>732254193
Its Nintendo. There stock is gold no matter what. Here's my question: why don't they just ignore shareholders; take a giant shit on them in public while continuing to take their money. What, your anxious about the slide and you might sell off? Go ahead, asshole.
>>
>>
>>
>>732249563
>>732249563
They should go private, suits who know jackshit about videogames push stupid shit.
>>
>>732293402
>>732293402
>>732293402
I concur with these anons.
>>
>>
>>
File: IMG_2943.gif (739.7 KB)
739.7 KB GIF
>>732279474
Not doomed, but it’s going to a long and agonizing generation for Nintendo. Software is where all the money is made and it’s doing awful. I looked up the 3DS’s sales and when it sold-in 15 million it had 37 million in software sold. That’s the same as the Switch 2 at 17 million sold-in. And mind you, the Switch 2 had a game bundled with almost every console sold that the company just ended. There is a good chance they don’t have a lot of shit even ready for release (thus the Partner Direct) to help boost that software number. Much like investors were demanding Nintendo make mobile games when the 3DS was struggling, investors will demand they move to PC to bolster software sales. The only place it’s doing well is Japan but they are selling the Switch 2 for way cheaper than they should be given the weak yen. Now you AI driving up the cost of everything.
The saving grace is they are still making money and they have a lot saved up, but it’s going to be a bad generation for them no matter what. They pretty much have till the end of the year to get it right but they probably need a big game (not Pokemon) to save it. Teasing Zelda and Smash would be the smartest thing they could do right now.