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Deconstructor of Fun
TWIG #307 Pokemon Game Rises, Supercell's IPO Dreams and VC Misdeeds
Nov 7, 2024
Dive into the gaming industry's latest with a playful critique of Netflix's strange strategies and the dynamics of modern venture capital. Explore Pokémon's new mobile game and the impact of Supercell's acquisition of Space Ape. Get the insider scoop on blockbuster titles like Call of Duty and Dragon Age, while navigating the challenges creators face in monetization and user acquisition. Question the shifting focus of VC firms and what it means for aspiring game developers. It's a lively discussion packed with insights and forecasts!
01:06:43
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Quick takeaways
- Nintendo's revenue and profit decline raises concerns about releasing a new console amidst falling expectations for the Switch.
- Netflix's decision to discontinue interactive gaming titles indicates a pivot toward traditional passive viewing, reflecting changing consumer preferences.
Deep dives
Nintendo's Earnings Struggles
Nintendo's recent earnings report revealed a significant decline, with revenue and net profit dropping 17% and 69% year-over-year, respectively. Analysts speculate that the company is hesitant to announce a new console due to the current performance of the Nintendo Switch, which is in its seventh year and falling short of expectations. This comes after a successful streak with titles like The Legend of Zelda: Tears of the Kingdom and the Mario movie, which set high benchmarks for future releases. Investors are concerned that any announcement of a new console could further dampen current sales amid already declining interest.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode