Nintendo (NTDOY)

[Nikodemos]

Not quite!! Nintendo, with Google-FUNDED (~$30mm) NIANTIC = another ~10% ownership!

PLUS, "The Pokemon Co.", originally-funded BY Nintendo with upstart Game Freak; suggests Nintendo ownership at ~50% of GF.

NOTE HOWEVER: GF ran out of money BEFORE the original Pokemon Game Boy product was released & subsequently brought on ANOTHER Nintendo-FUNDED partner in Creatures, Inc., for cash & programming support in order to deliver the original Pokemon game; Nintendo owns ~10% of Creatures, Inc., too!!



Whereas Nintendo is thought to derive ~13% of the REVENUES DIRECTLY; Nintendo will GET A CUT from EACH of the other partners as follows:

[] Niantic ~10%
[] Game Freak ~50%
[] Creatures, Inc. ~10%



Pokemon GO $$$$$$$$$$$$$$$$$ => Niantic & "The Pokemon Co."
"The Pokemon Co." = Nintendo, Game Freak, Creatures, Inc.
Niantic = Nintendo & Google



So, DEPENDING UPON how the gross receipts are distributed between Niantic & "The Pokemon Co.", Nintendo stands to earn a percentage of BOTH SIDES of the initial revenue split: First, by virtue of their investment & stake in developer Niantic. Second, via their own DIRECT share in the "The Pokemon Co.".

THIRD, via the percentages of BOTH other parties that constitute "The Pokemon Co.": Game Freak & Creatures, Inc., as discussed.

NOTE: Game Freak, Creatures, Inc., & Nintendo form "The Pokemon Co."; which is the licensing, development, & rights ARM of the Pokemon Franchise. HOWEVER, to be CLEAR, Nintendo OWNS (& essentially controls) the trademarks & distribution thereof.




TWO CRITICALLY IMPORTANT POINTS HERE:
1) The Pokemon GO Global-rollout continues (China, India, S. Korea, etc.)
2) The "sponsored-location" REVENUE MODEL (see McDonald's Japan) is only just getting going....


FROM Niantic CEO (Pokemon GO developer & distributor):

“My belief is that the sponsored-location model is a better business model for games. The idea with real world games was to build an advertising model that is deeply tied to the way the game itself works… so it doesn’t break the flow of the game. It doesn’t feel like something is grafted on.

And everyone wants a piece of the pie. “We’ve been bombarded be people saying, ‘Please, please, please,'” says Hanke. “To have all the potential customers asking to be part of the program is great.”

https://www.vg247.com/2016/08/01/pokemon-go-creator-talks-about-mcdonalds-partnership-and-upcoming-special-events/




For those INTERESTED in the FACTS, some DD into the origins of EACH COMPANY, but MOSTLY "The Pokemon Co.", should be helpful to SORT OUT the % Nintendo will ULTIMATELY earn on the $1B+ Annual Run-Rate of Pokemon GO!






ANOTHER CRITICAL POINT: The POKEMON Franchise has seen a RESURGENCE in SALES as noted by MANY MANY other companies. Those game sales, licensing products, trading cards, etc., go DIRECTLY to TPC ("The Pokemon Co.") & benefit Nintendo DIRECTLY as well.


Of course ANY CALLS to retailers like GameStop shows Nintendo's Pokemon products (read, non-PokemonGO product) are selling briskly with momentum.


Here's MORE 3rd-party PROOF (from an Earnings CALLS Transcript) showing Pokemon products selling BRISKLY amidst Pokemon GO global roll-out (which continues):

Yes so Pokémon we were very fortunate to the already in relationship with Nintendo with our Pikachu and Pikachu bundle and we have benefited from the Pokémon Go craze. The sell out was in uneven so we are you may have been in the store that was a Pokémon stop which sold out very quickly but we had started to pick up the sales of Pokémon across the board and we are seeing some stock out. We have been on the case for Pokémon since we saw it here and we are re-planning as quickly as possible additionally as I mentioned in the remarks we are adding a new character...

http://seekingalpha.com/article/3995825-build-bear-workshops-bbw-ceo-sharon-price-john-q2-2016-results-earnings-call-transcript?part=single

http://seekingalpha.com/article/3995533-shopifys-shop-ceo-tobi-lutke-q2-2016-results-earnings-call-transcript?part=single


There will ALWAYS be people MISTATING relationships, percentages, etc. from those essentially thought to be "REPORTING" on the issue. Bottom-line is that current "reporting" in this internet-age is sorely lacking if not DREADFUL. Those interested in uncovering the FACTS can find verification on my comments in reputable sources, corporate filings, etc..

Pokémon Go -- the smash hit mobile game from Nintendo (OTCPK:NTDOY +1.3%) and publisher Niantic -- is operating "meaningfully north" of a $1B annual revenue run rate, says a Cowen & Co. analyst.

"Pokemon Go" went live in 15 more countries across Asia on Friday, but India and China are still on the waitlist.

Pokemon GO creator Niantic is exploring more sponsorships by companies that want to attract players to their businesses, similar to the recent deal that turned nearly 3,000 McDonald's restaurants in Japan into "gyms.

"Major stakeholder Nintendo (OTCPK:NTDOY) also continues to benefit from the Pokemon GO Halo, with game shipments of Pokemon Omega Ruby and Alpha Sapphire doubling in Japan since the app debuted in early July.

Also, ASIDE from the $500,000.00 Pokemon World Championships beginning this Friday in San Francisco, the NEW Pokemon GO PLUS product is due out next month!! = MORE sales & revenues!!!


$NTDOY