is not like X/Y account for extra year of sales than S/M not it had a Z version, if you take S/M + USUM they fly past X/Y
The second year is not traditionally the peak year in a console's release cycle. It tends to be late 3rd/early 4th, when the price is lower, the game library is established and the software pipeline is mature.
If Nintendo don't combine sun/moon and ultra sun/ultra moon, why are you?
I look shipment is going to be lower than last year's Q1 and ZhugeEx reported that sell-through numbers are also lower than last year's numbers.
you are right, Nintendo should be like other and combine SKU, who needs transparency or stuff?
Is it not surprising?
Don't think that opened yet, I'm in Europe. It's 'only' -3.6 here though.
and yet all still within Nintendo expectations. cause once again investors / Analyst Expectation =/= Nintendo Expectations.
if the stocks due are down cause investor having a brain dead panic attack, wait till after July 31 IR
The 3DS costs nowhere near $300. In fact you can get a 2DS for 100 or less.
for the people that actually put in money in Pokemon Go, 300$ is nothing.
wut?
Do not seek investment suggestion here.
So investors are brain dead... They are investors for a reason. You don't get to the position to tank a stock with a dead brain. Quite contrary, only selected few people can get to that position.
I think you can make some modest profit. But I personally want to have my stock sold by mid December. Lots of traders want to take their profit for the year (though for Nintendo, that's perhaps less likely currently), and shortly after Brexit is going to cause ripples. Don't know how that's going to work out for the timing of Smash Bros, but Pokemon should give a nice boost. I don't think it will do great before that though.
the lineups good.
We've been working on the hypothesis that it is "obvious" for a second year to do better than a first year, as it becomes more mainstream and gets a bigger library of games. Now it's unsurprising that it actually does worse (I don't think PS4 did worse yoy, Xbox family did, but that's also due to X360 falling off). If I read it correctly, 3DS did do slightly worse in Q2 of its second year, so I guess not all is lost (though 3DS actually still had to compete with DS, selling similar numbers in Q2 2012).
I think the worst in stock reaction is still to come, after they announce this quarter's results (around end July I think?) which I guess will be lower that the equivalent quarter last year.
You are talking about whole year YoY when we are only 3 months in. those are lots of assumptions and extrapolating
investors are investors cause they have money, you dont need to pass a test or anything.
its been working for years for 3DS, they are not gonna change cause people are going full panic mode for 1Q. its Good Nintendo is less reactive and more cold headed.
you expect em to do less this Q3 than last year?
Blergh, the cult of growth is probably one of the worst thing from the investing culture. Focus on growth, and yearly green numbers is what makes layoff happened so often while the shareholders got shittons of dividend.
Just because they can read number and forecast, that doesn't mean they are bright.
investors also tanked the stocks when Switch was 1st announced. so yeah. they are not the brightest of the bunch by a long shot.
Hot Take of the day and its only 7 AM.
is their MO, nothing to do about, for anyone not selling into the panic this actually work, buy now, and get gain on holidays
When the switch was announced there was a small dip followed by a quick correction. What's happening now is completely different.
being reactive is not far different than dumb imo. people see other people panic and instead of assets the situation emselves. they just follow suit
its actually quite in line from the past 3 years. stocks been Going up >>> Soaring >>> Going down ... its not be an steady up trend
