Yesterday’s 2015 fiscal year results have received reactions by many people in the gaming community, but now another group of folks are expressing themselves. A handful of analysts sat down to explain their views on the situation Nintendo is facing, and how investors will interpret this.
?Investors are not going to like that. With the titles coming later in the year, earnings for the first half don?t look so good. And people who expected NX to launch this year will also be disappointed.? – Hideki Yasuda, an analyst at Ace Research Institute in Tokyo
?If Mario is available on smartphones, then why buy into the closed world of Nintendo handheld gaming". Nintendo is going to delay releasing a Mario smart phone game until proven that it?s the only way to monetize its key intellectual properties on mobile.? – Pelham Smithers
?Given market hopes that as its famous characters will slowly be imported in games targeting smartphones, we believe its poor forecasts might be ignored. NX will also keep some investors hoping for a gradual recovery.? – Amir Anvarzadeh, manager of Japanese equity sales at BGC Partners Inc.
“Big picture: the NX is critical to the long-term success of Nintendo,. Nintendo needs to rebound with the NX to remain a relevant platform holder over the next five years. The challenge is that the roadmap for a successful Nintendo console is unclear. The market is limited for a third HD console on which the main USP is Nintendo IP, and motion [controlled] gaming has evolved from a fad in mainstream entertainment into a niche. Finding the market need for a third console will be a challenge, and thus far very little is known about how the NX will accomplish this.” – Patrick Walker, EEDAR’s VP of insights and analytics
“The company may be taking the additional time to properly prepare for the NX launch and to maximise the quality of upcoming major franchises like Zelda as well. This may cause som...