By
Grant Brunner
Today, Nintendo released the financial results briefing for
the end of the last fiscal year. It’s largely filled with graphs and
boring business talk, but one point stood out as particularly
noteworthy. We already knew that Nintendo is working with DeNA to
release smartphone games, but it’s actually going a step further, and giving us a rough timeline for the releases.
On the third page of today’s
investor relations release,
Nintendo announced that it only plans on shipping approximately five
mobile titles between now and March 31st of 2017. A line-up like that
sounds incredibly sparse, and that leads credence to the idea that
Nintendo isn’t totally on board with this whole “app store” thing.
After paying lip service to the phone games, the report
immediately follows up with, “Nintendo continues to have strong passion
and believes in the promising prospects for the future of our dedicated
video game system business.” If you weren’t already sure,
Nintendo‘s bread and butter is its hardware, so don’t expect that to change in the least. If anything, the promise of
smartphone games seems to be a ploy to calm the nerves of antsy stock holders.
Interestingly, Nintendo opted to get out in front of the
issue right away. In anticipation of criticism, Nintendo preemptively
responds “you may think it is a small number, [but we] aim to make each
title a hit…” It goes on to poo-poo idea of simply porting existing
games onto phones, and emphasizes that Nintendo is only interested in
making mobile games that make sense on the hardware. And considering
Nintendo’s track record of using
quirky (or gimmicky) hardware functionality in its titles, that’s not much of a surprise.
I have no doubt that Nintendo wants to leverage the massive
smartphone install base to its advantage, but I’m skeptical about how
dedicated it is to actually shipping meaningful games. Frankly, I think
the
partnership with DeNA
is telling. If Nintendo enthusiastically wanted to make games for
phones, there’s no way it’d be having a third-party do so much of the
heavy lifting.
Also, it seems that Nintendo can’t bring itself to mention the phone
games without bringing up the NX — the next-gen console currently being
worked on in Kyoto. Nintendo clearly has no interest in leaving the
hardware market, and all of this talk about smartphone games seems to be
done through gritted teeth.
It’s not all bad news, though. On the upside, the
Amiibos seem to be selling like hotcakes. Unfortunately,
the supply chain is having issues.
Rarity is good to a certain point, but there is a limit. Just like we
learned with the Wii, long-term supply problems leaves money on the
table, and allows competitors to swoop in. Activision, Disney, and
Lego
are already players in the toys-to-life market, and it’s only a matter
of time before it gets even more crowded. Nintendo needs to get its act
together before the novelty wears off.
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