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The story
A Yahoo News article published on October 13 claimed that “the tide has turned in the game industry — Nintendo is struggling while Sony’s PlayStation is riding the wave well.” In response, 5ch’s hardware/industry board (Geha) saw a wave of pushback, with posts like “Beating up Nintendo over its stock price while praising Sony on earnings is comparing apples to oranges” and “As long as they’re losing on sales in the earnings report, comparing on performance won’t change the outcome.” The discussion developed further into a debate over the structural difference between Nintendo, whose high ratio of first-party titles ties its results directly to game hits, and Sony, whose platform-style revenue model leans heavily on third parties — with many replies questioning the article’s basic premise.
Stock Drops After New ‘Kirby’ Title Announcement — the IP-Nurturing Dilemma Plaguing Nintendo
10/13 (Tue) 7:10 AM
Japan’s flagship game company, Nintendo, is facing a turning point.
Source: news.yahoo.co.jp / Original article here
What people said
It's already common knowledge that they're the weakest first party out there now lol
Has there been a single successful title since Concord? (Sony's infamous 2024 flop)
Remember when Sakurai was still working on Kid Icarus: Uprising and they announced a new Smash Bros — that was right when Nintendo had fallen into the red. They don't announce never-before-seen titles unless they're pushed that hard.
If it were a 30,000-yen console, fine, but for a 60,000-yen console, all they've got is games that make you go "this can't be it."
Maybe I should become a conductor (指揮者) too
Aim for Karajan (wordplay: "shikisha"/pundit vs "shikisha"/conductor)
You're no Karajan — you haven't got the "gara" (stature/build) for it (pun: Karajan contains the word "gara")
https://shueisha.online/articles/-/250884?disp=paging&page=4
>Meanwhile, "Genshin Impact" is built to remove player-vs-player competition and cater to casual players. It's low difficulty and character-driven, backed by a lavish voice cast. Ironically, it became a worldwide hit precisely by stripping the heavily monetized gacha elements out of the gacha-game formula.
Genshin Impact has no gacha elements?!
Can't you read? It says "heavily monetized" [gacha elements], not "gacha" itself
You're the one steeped deepest in an echo chamber here
If the point is "we should smooth out these cycles," fine, but if it's just a snapshot comparison, the article's worthless.
If we're talking about the "Kusotchi" (derisive nickname for Switch 2, from "kuso"=crap + Switch), it already flopped in that so-called "pioneering phase" lol
It's the opposite for a platform business.
Nintendo, with 80% of its lineup being first-party, is the abnormal one here —
that means its platform business isn't working well.
Having to keep landing hits with your own games
is way too rough a position to be in.
Not a great business model.
Nah, that's not it.
The real barrier is just low intelligence.
Even without Sony, they'd be steeped in something else
If they actually meant to beef up the subscription service, they'd raise the quality of single-player titles and wouldn't need to go out of their way to shut down dev studios.
Though it's still pretty low compared to mobile-game gacha monetization
No problem, since third parties keep cranking out good games.
As the platform holder, just providing the venue means the money keeps rolling in
>Nintendo, with 80% first-party share, is the abnormal one
There's no such fact anywhere in Nintendo's actual financial reports to begin with. Don't tell me that after endlessly ranting "Famitsu this" and "domestic-only data that," you're now basing this whole claim on nothing but Famitsu's numbers?
Then what IS the actual first-party percentage?
You know it, right?
Spit it out already
Personally, I want Nintendo to keep pushing its current approach though
If anything, Nintendo's going against the grain, which is exactly what makes it abnormal.
It's weird how they've gotten stricter on gacha games compared to the Switch era
Calling it "going against the grain" is dumb — Nintendo is the one picking up and growing the player base that Sony/PlayStation abandoned. Sony shrank its own player base, and the result shows up as a losing console at 30-0 (weekly hardware sales tally vs. Switch)
This guy, I swear
"30-0" lol
By "going against the grain" I mean specifically stuff like getting stricter on gacha games
Background and Key Points of This Debate
The source article, a Yahoo News piece published October 13, cites Nintendo’s stock drop following the announcement of a new “Kirby” title to argue how tough it is for a company whose results are directly tied to its own IP. In the thread, the main pushback targeted the mismatched comparison — criticizing Nintendo on stock price swings while judging Sony on quarterly earnings. Some pointed out that Nintendo leans heavily on first-party titles, so a new release’s hit-or-miss fate feeds straight into its results, whereas Sony depends more on third parties and runs a revenue model built around “providing the venue.” Which company is really “riding the wave well” hinges on multiple factors — sales scale, first-party ratio, stance on gacha monetization — making it hard to reduce to a simple win-or-lose call. Worth noting: no one in the thread actually posted concrete figures for Nintendo’s first-party ratio, so the exchange mostly ended in a standoff.
*This article is excerpted and summarized from the 5ch (Hardware/Industry [Geha]) thread “Yahoo: ‘The Tide Has Turned in the Game Industry — Nintendo Struggling, Sony’s PS Riding the Wave Well’.”
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