WEBVTT 1 00:00:07.559 --> 00:00:10.400 Hey, everybody, welcome to Games Mornings with Me Jeff Greb, 2 00:00:10.439 --> 00:00:13.160 your host from giant bomb dot com. Thank you for 3 00:00:13.199 --> 00:00:15.240 tuning in. In this episode, we're going to be talking 4 00:00:15.279 --> 00:00:19.800 about Grand Theft Auto six on Netflix, what and a 5 00:00:19.839 --> 00:00:21.480 lot more. It's gonna be a good one because we 6 00:00:21.480 --> 00:00:23.000 have Chuck zimmer Held on the show. 7 00:00:23.480 --> 00:00:24.440 Chuck, how are you doing. 8 00:00:25.039 --> 00:00:29.239 I'm doing well. I'm doing really well. You can tell. Yeah, 9 00:00:29.280 --> 00:00:30.320 let me drink, let me. 10 00:00:30.320 --> 00:00:32.759 Just yeah, yeah, there, chuck it down, put more. 11 00:00:33.039 --> 00:00:35.280 There we go. Okay, I was up late gaming last night. 12 00:00:36.320 --> 00:00:39.240 Give me did you know x com UFO Defense is 13 00:00:39.280 --> 00:00:41.640 really difficult nineteen ninety four? 14 00:00:42.119 --> 00:00:42.280 Yeah. 15 00:00:42.320 --> 00:00:45.439 Absolutely. I had to like reset lock in and go, 16 00:00:45.679 --> 00:00:49.079 oh okay, I need to this is like a tactics game, 17 00:00:49.200 --> 00:00:50.240 tactic tactic game. 18 00:00:50.320 --> 00:00:54.359 So yeah, I got it, very very careful. Yeah exactly. Yeah, 19 00:00:54.520 --> 00:00:56.799 it's been a long time since I played. I definitely 20 00:00:57.200 --> 00:01:00.439 was like happy to get into the you know, the remakes. 21 00:01:00.439 --> 00:01:02.600 I guess I'm not remixed the follow ups, the later 22 00:01:02.640 --> 00:01:06.000 successors to those games, and it made me realize, oh, yeah, 23 00:01:06.000 --> 00:01:09.200 I should go back and try those. Yeah, that's how's 24 00:01:09.239 --> 00:01:11.200 that going. Did you did you walk in? Did you 25 00:01:11.319 --> 00:01:12.319 did you solve it. 26 00:01:13.319 --> 00:01:16.040 Well, you have to get used to the concept. And 27 00:01:16.079 --> 00:01:20.200 you've heard this before. Acceptable losses, right, So initially I 28 00:01:20.280 --> 00:01:22.719 named all my little squad mates after the owners of 29 00:01:22.799 --> 00:01:25.760 Giant Bomb. I'm sad to say none of you have survived. 30 00:01:26.400 --> 00:01:29.040 That's about right. So I've taken a break from naming 31 00:01:29.480 --> 00:01:32.359 the individuals on the team until I feel like I 32 00:01:32.400 --> 00:01:34.239 have a grasp on how to upgrade them and get 33 00:01:34.239 --> 00:01:36.840 them there. But yeah, that's part of my old video 34 00:01:36.920 --> 00:01:41.319 games list I'm trying to work through and educate myself on. 35 00:01:41.400 --> 00:01:42.920 I'm having a really good time with that. 36 00:01:43.439 --> 00:01:44.959 Yeah, I'm I'm jealous. 37 00:01:45.040 --> 00:01:47.640 I keep looking at that list of like, oh, man, 38 00:01:47.640 --> 00:01:49.040 that could play this game in that game. I'm saying, 39 00:01:49.200 --> 00:01:51.840 I'm pretty busy playing some new stuff. So maybe maybe 40 00:01:51.840 --> 00:01:56.359 sometime soon, maybe sometime soon, come for us all, grob Yep, 41 00:01:57.040 --> 00:01:58.840 there is quite a bit to get into. So she 42 00:01:58.879 --> 00:02:02.519 actually get the show start. Uh, let's explain ourselves. We're 43 00:02:02.599 --> 00:02:05.200 Internet video game dovises, We're Giant Bomb. Go to GiantBomb 44 00:02:05.239 --> 00:02:07.519 dot com, slash join, become a premium member. If you do, 45 00:02:07.640 --> 00:02:10.919 you are supporting independent games media. It's gonna get you 46 00:02:10.960 --> 00:02:12.759 add pre versions of our shows it's gonna get you 47 00:02:12.879 --> 00:02:17.199 premium exclusive access to shows like God, let's see here, 48 00:02:17.199 --> 00:02:19.800 there's this is the run Sewer Shark. We just recorded 49 00:02:19.840 --> 00:02:22.639 more episodes of that. We recorded more episodes of the 50 00:02:22.680 --> 00:02:26.319 premium Blake Club with Back of Our Plane Catwoman. We 51 00:02:26.400 --> 00:02:29.280 record a new episode of Nine Lives of Mister Mustapha 52 00:02:29.599 --> 00:02:33.680 Safa Flees, Mister Mustapha Lees. We've got a lot going on, 53 00:02:34.000 --> 00:02:36.800 and we're also always planning to do quite a bit more. 54 00:02:37.080 --> 00:02:39.120 Uh do do we do? We have? 55 00:02:39.159 --> 00:02:41.879 We decided a date on that Blake Club, the premium 56 00:02:41.879 --> 00:02:44.159 one with Jurff. Yet I know it's going up sooner. 57 00:02:44.759 --> 00:02:48.960 The calendar there it is guys Tuesdays, so uh look 58 00:02:48.960 --> 00:02:49.319 out for that. 59 00:02:49.479 --> 00:02:51.639 It's gonna be It is gonna be excellent. Actually, it's 60 00:02:51.680 --> 00:02:52.879 been a ton of fun. 61 00:02:53.360 --> 00:02:55.800 I haven't speak either, like I'm I'm waiting with everybody 62 00:02:55.800 --> 00:02:56.319 else for it. 63 00:02:56.759 --> 00:02:59.159 I think the reveal of the costume really is going 64 00:02:59.240 --> 00:03:01.599 to be worth the of admission alone, everybody. So go 65 00:03:01.639 --> 00:03:03.400 ahead and go to giant bomb dot com slash join 66 00:03:03.520 --> 00:03:05.719 right now, get signed up so you don't miss it. 67 00:03:06.159 --> 00:03:08.159 Be a part of the big reveal when that does happen. 68 00:03:08.520 --> 00:03:11.159 And thank you to everybody who does support us. Yeah, 69 00:03:11.240 --> 00:03:13.759 it makes the whole thing work. It makes everything makes sense. 70 00:03:14.159 --> 00:03:16.639 And got you know, I t just a quick anecdote. 71 00:03:16.639 --> 00:03:18.520 I was telling you you chuck on Nine Lives where 72 00:03:18.520 --> 00:03:20.639 it's like we had that small, little, you know, victory 73 00:03:20.680 --> 00:03:22.439 on social media where we got like a small little 74 00:03:22.479 --> 00:03:24.360 viral hit and I was like kind of like, all right, 75 00:03:24.360 --> 00:03:26.800 when am I gonna feel like we did it? 76 00:03:26.800 --> 00:03:27.719 It never happened. 77 00:03:28.400 --> 00:03:31.360 The feeling I get from working with this community is 78 00:03:31.840 --> 00:03:35.159 just ten thousand times whatever I would get out of 79 00:03:35.280 --> 00:03:37.319 like oh my god, this video got a million views 80 00:03:37.400 --> 00:03:39.680 or whatever, and I'll never see those people in this 81 00:03:39.719 --> 00:03:42.319 community ever again. So this is why we do it 82 00:03:42.599 --> 00:03:45.400 like this is that's never gonna change. And going to 83 00:03:45.439 --> 00:03:47.919 giant bomb dot com slush join tells us that that 84 00:03:47.960 --> 00:03:48.680 you want that too. 85 00:03:48.759 --> 00:03:50.879 So really, everybody, we really do appreciate it. 86 00:03:51.199 --> 00:03:53.400 As far as this show goes, most weekdays, I Jeff 87 00:03:53.439 --> 00:03:55.840 Greb will help piece your gaming life back together. That 88 00:03:55.840 --> 00:03:58.919 includes breaking news and maybe even some of our own 89 00:03:58.960 --> 00:04:02.520 original reporting. For all these topics, I'll get input from 90 00:04:02.560 --> 00:04:04.560 a bona fide expert who will make me look smart. 91 00:04:04.719 --> 00:04:06.960 If you were watching live on Twitch, welcome you can 92 00:04:07.000 --> 00:04:09.360 always listen to the show later on podcast feeds by 93 00:04:09.360 --> 00:04:13.199 searching for Games Mornings, or find the RSS feed on 94 00:04:13.319 --> 00:04:15.520 giant bomb dot com. You can also catch the show 95 00:04:15.560 --> 00:04:17.600 later with chapters and timestamps on YouTube. 96 00:04:18.519 --> 00:04:20.160 Hello YouTube. 97 00:04:20.279 --> 00:04:21.879 All right, we have a lot to get into, so 98 00:04:21.959 --> 00:04:25.879 let's start the morning mess with Grand Theft Auto Six's 99 00:04:26.079 --> 00:04:31.680 next presentation is a Netflix timed exclusive. Grand Theft Auto 100 00:04:31.720 --> 00:04:35.439 six an extended look, will premiere on Netflix on August 101 00:04:35.480 --> 00:04:39.160 twenty seventh at three pm Eastern time. We're gonna have 102 00:04:39.160 --> 00:04:41.079 to figure out a way to break HDCP, I think, 103 00:04:41.920 --> 00:04:47.160 guysse Yeah, we have ris rockstars YouTube channel and Grand 104 00:04:47.240 --> 00:04:50.079 Theft Auto six website will receive it six hours later 105 00:04:50.120 --> 00:04:53.759 at nine pm Eastern. Rockstar Netflix have not announced its 106 00:04:53.879 --> 00:04:56.879 length or exactly what it contains, so that's why we're 107 00:04:56.920 --> 00:04:59.680 using the term presentation. Who knows what it's actually going 108 00:04:59.720 --> 00:05:03.079 to be. Rockstar has previously released two trailers for the game, 109 00:05:03.800 --> 00:05:05.759 although it has not released any gameplay so far. 110 00:05:06.560 --> 00:05:09.319 Uh, what the what the heck's going on here? Chuck? 111 00:05:10.759 --> 00:05:14.519 Yeah, it's someone in marketing at Netflix that had a 112 00:05:14.639 --> 00:05:18.720 really good idea to get the gamers onto Netflix and 113 00:05:18.759 --> 00:05:20.879 maybe pay for a month or watch some ads to 114 00:05:21.720 --> 00:05:23.639 to get their hands on this trailer that's going to 115 00:05:23.680 --> 00:05:26.600 be on YouTube. You know what a scant three hours 116 00:05:26.639 --> 00:05:30.000 later or six hours later? Six hours later? Yes, yeah, 117 00:05:30.040 --> 00:05:33.319 did you see the marketing speak from a VP at Netflix. 118 00:05:33.519 --> 00:05:34.519 I've not seen that yet. No. 119 00:05:35.600 --> 00:05:37.879 Look at Grand Theft Auto six, the next evolution and 120 00:05:37.920 --> 00:05:41.360 the groundbreaking Grand Theft Auto series. Grand Theft Auto reveals 121 00:05:41.360 --> 00:05:44.319 have become cultural moments in their own right. The anticipation 122 00:05:44.399 --> 00:05:47.000 and fandom around Grand Theft Auto of six is unprecedented, 123 00:05:47.040 --> 00:05:49.639 and we're honored that Rockstar Games has partnered with us 124 00:05:49.720 --> 00:05:51.839 to debut the next part of the Grand Theft Ota 125 00:05:51.879 --> 00:05:55.040 story with Netflix members. First, you could just hear the 126 00:05:55.160 --> 00:05:58.639 NBA wink at the camera. It's pretty it's pretty rough. 127 00:05:58.680 --> 00:06:01.279 So I mean, if your rockstar, like take the money, dude, 128 00:06:01.759 --> 00:06:04.160 I get it, Like, take that money. You're not you're 129 00:06:04.199 --> 00:06:07.199 not really hurting anybody delaying it by six hours and 130 00:06:07.680 --> 00:06:08.199 this rock. 131 00:06:08.079 --> 00:06:11.879 Star rock Stars had like a relationship with Netflix, right 132 00:06:11.920 --> 00:06:14.839 they put the Grand Theft Auto like games on Netflix 133 00:06:14.879 --> 00:06:18.680 for mobile before and so uh they've clearly like had 134 00:06:18.720 --> 00:06:21.839 these conversations where like, hey, let's do business together, and 135 00:06:22.000 --> 00:06:24.199 I bet Netflix you're right, was just like, let's pitch 136 00:06:24.240 --> 00:06:26.720 this idea, and rock Stars like, yeah, why wouldn't we 137 00:06:26.759 --> 00:06:27.319 take the money? 138 00:06:27.839 --> 00:06:27.959 You know? 139 00:06:28.639 --> 00:06:31.360 Gmih Christmas even chatpoints out like the leading theories that 140 00:06:31.439 --> 00:06:33.399 Rockstar doesn't trust the YouTube back in to keep the 141 00:06:33.480 --> 00:06:36.680 video private before premieres, whereas Netflix would be more secure. 142 00:06:37.120 --> 00:06:39.519 You didn't see something like Stranger Things leak before it aired, 143 00:06:39.560 --> 00:06:42.519 for example, And it's I mean, I don't I think 144 00:06:42.519 --> 00:06:44.959 it's about the money first and foremost, it's it's probably 145 00:06:45.240 --> 00:06:48.319 this is probably not worth like glossing over necessarily we did. 146 00:06:48.360 --> 00:06:51.879 There was the situation where guy, I can't remember the 147 00:06:51.879 --> 00:06:53.839 exact details, but there was that person who had the 148 00:06:53.879 --> 00:06:55.600 access to the YouTube back end that was doing a 149 00:06:55.639 --> 00:06:57.399 lot of leaks a few years back, and everyone's like, 150 00:06:57.480 --> 00:06:59.199 where's this guy getting all this information from? And he 151 00:06:59.240 --> 00:07:02.720 was able to see details about videos I think from 152 00:07:02.800 --> 00:07:06.079 Nintendo or something like that, and that while yeah, to 153 00:07:06.079 --> 00:07:09.319 get to get sussed out. So it's like, yeah, if 154 00:07:09.360 --> 00:07:12.600 you are remembering that, which these companies certainly would, maybe 155 00:07:12.759 --> 00:07:15.360 maybe that influences things a little bit, but it's the 156 00:07:15.399 --> 00:07:19.279 money that talks like that's not the That theory does 157 00:07:19.319 --> 00:07:21.399 not explain why Netflix wanted to pay money for it, 158 00:07:21.439 --> 00:07:24.040 which they clearly clearly did. They wanted to pay money 159 00:07:24.079 --> 00:07:26.160 for it because they think, as you said, Chuck, and 160 00:07:26.199 --> 00:07:27.920 the very first thing you said was like, get the 161 00:07:27.920 --> 00:07:32.639 gamers on your platform because they you know, it is 162 00:07:32.680 --> 00:07:35.879 hard to speak to different pockets of people like, Hey, 163 00:07:35.920 --> 00:07:37.439 there's all these people that are just gonna be on 164 00:07:37.439 --> 00:07:39.399 TikTok and Instagram or whatever, and it's kind of hard 165 00:07:39.439 --> 00:07:41.399 to like get their attention and get them to spend 166 00:07:41.439 --> 00:07:43.000 money when they have this thing that's just giving them 167 00:07:43.040 --> 00:07:44.560 domine dopamine for free. 168 00:07:44.959 --> 00:07:47.319 But one avenue in there is like there is this people, 169 00:07:47.560 --> 00:07:48.160 this group. 170 00:07:47.920 --> 00:07:50.639 Of people that are in their twenties to forties that 171 00:07:50.800 --> 00:07:53.079 are that we have not got yet. Everyone older than 172 00:07:53.079 --> 00:07:56.000 that probably already has Netflix or whatever, and they're playing 173 00:07:56.040 --> 00:07:58.079 games all the time, and we think if when they're 174 00:07:58.120 --> 00:08:00.399 spending money on games and we give them something, they 175 00:08:00.480 --> 00:08:03.360 might kind of get locked into our platform. I don't 176 00:08:03.439 --> 00:08:05.959 know how realistic that is or what that really does here, 177 00:08:06.879 --> 00:08:09.279 but it's it's definitely curious, like does this have to 178 00:08:09.360 --> 00:08:12.319 be like anything more than a trailer to justify all 179 00:08:12.360 --> 00:08:15.680 this or is it just going to be like another trailer? 180 00:08:15.720 --> 00:08:16.959 But it just is on Netflix. 181 00:08:17.000 --> 00:08:20.279 First, what do you mean justify this? 182 00:08:21.480 --> 00:08:23.839 Like, like, the Netflix is paying them a bunch of 183 00:08:24.000 --> 00:08:26.959 a bunch of money to like to come debut this. 184 00:08:27.199 --> 00:08:29.399 Is it just going to be a trailer or can 185 00:08:29.439 --> 00:08:33.120 they sort of be like is that enough for this 186 00:08:33.159 --> 00:08:35.799 whole deal to like make sense for Netflix? Or does 187 00:08:35.840 --> 00:08:39.200 it need to be like the Xbox three sixty debut 188 00:08:39.320 --> 00:08:42.240 with Elijah Wood and whatever? Is it going to be 189 00:08:42.279 --> 00:08:45.559 a bigger sort of presentation to sort of be like, oh, yeah, 190 00:08:45.879 --> 00:08:48.399 the Netflix makes it feel special, something you wouldn't get 191 00:08:48.440 --> 00:08:50.080 if it was just a trailer on YouTube. 192 00:08:50.440 --> 00:08:53.320 Yeah, it's I see. When I read this, I was like, Okay, 193 00:08:53.320 --> 00:08:56.440 I'm expecting at least thirty minutes of something extended. Look, 194 00:08:56.440 --> 00:09:00.559 I'm thinking of Nintendo Nintendo directs or whatever. Where do 195 00:09:00.639 --> 00:09:03.600 that longer? Look? And you like, Elijah would this would 196 00:09:03.600 --> 00:09:05.519 be really fun? What if you're right though? What if 197 00:09:05.519 --> 00:09:06.200 it is Elijah? 198 00:09:06.240 --> 00:09:06.440 Would? 199 00:09:06.440 --> 00:09:10.559 That'd be nuts? That'd be great? Would? And yeah, I 200 00:09:10.559 --> 00:09:12.879 think paying for something if it's literally just like a 201 00:09:12.879 --> 00:09:16.159 two minute trailer, this doesn't happen, right, but you would 202 00:09:16.159 --> 00:09:18.120 just like pre roll that before something else coming out 203 00:09:18.200 --> 00:09:21.240 or something. But no, I think at least thirty minutes 204 00:09:21.240 --> 00:09:22.200 would be my expectation. 205 00:09:22.840 --> 00:09:28.480 Yeah, they have in the past done videos where like 206 00:09:28.480 --> 00:09:30.679 a lady's voice comes up and explain some of the 207 00:09:30.720 --> 00:09:32.559 features and some of the aspects of the world and 208 00:09:32.600 --> 00:09:35.840 how things work. I think we're assuming that's what this is, right, 209 00:09:35.879 --> 00:09:36.879 that's what that has to be. 210 00:09:36.879 --> 00:09:37.480 What this is. 211 00:09:37.559 --> 00:09:40.039 And I don't know if it's thirty minutes, but I 212 00:09:40.080 --> 00:09:44.480 think you're right, it's much more substantial. They have not again, 213 00:09:44.519 --> 00:09:48.440 they've not said really what this presentation will entail. I 214 00:09:48.440 --> 00:09:50.799 mean again, like, this is the entirety of the language 215 00:09:50.840 --> 00:09:53.960 that I'm seeing on Rockstar gamess website, Grand Theft Auto 216 00:09:53.960 --> 00:09:56.639 six and extended lookable premiere on Netflix on the date 217 00:09:56.679 --> 00:09:58.559 we already said, and we'll also launch on the official 218 00:09:58.639 --> 00:10:01.120 Rockstar Games YouTube channel and Grand Theft Auto six site 219 00:10:01.200 --> 00:10:03.519 at nine pm later that day Grand Theft out and 220 00:10:03.320 --> 00:10:05.440 then they just have the date and pre order information. 221 00:10:05.919 --> 00:10:08.879 So we really have zero details about what this is 222 00:10:08.919 --> 00:10:11.559 going to be. But I think we should assume it 223 00:10:11.600 --> 00:10:13.759 has to be more than just the third trailer. It 224 00:10:13.840 --> 00:10:17.440 has to be more than that, right, all right? So, 225 00:10:17.639 --> 00:10:20.279 uh is this then this probably kicks off the rest 226 00:10:20.320 --> 00:10:22.080 of the campaign. It's just like it's a grand theft 227 00:10:22.120 --> 00:10:24.879 Auto six blaring in our years for the rest of 228 00:10:24.919 --> 00:10:26.600 the year. Right after this, it's going to kind of 229 00:10:26.600 --> 00:10:27.879 take a lot of the oxygen out of the room. 230 00:10:28.039 --> 00:10:29.799 It's funny. It's like, how much marketing do they need 231 00:10:29.879 --> 00:10:31.840 to do? Of course, like they will, they'll pick up 232 00:10:31.919 --> 00:10:34.080 and I think, get going. How far out are we? 233 00:10:34.120 --> 00:10:35.600 Like two months? 234 00:10:35.759 --> 00:10:38.720 It's November, so uh yeah, yeah, it's like almost like 235 00:10:38.720 --> 00:10:39.159 three months. 236 00:10:39.200 --> 00:10:41.679 Yeah, y, it's three months. It's a little over three months. Man, 237 00:10:41.679 --> 00:10:42.080 that's great. 238 00:10:42.120 --> 00:10:44.120 I wonder like how much of their machinery do they 239 00:10:44.159 --> 00:10:47.919 need to really like get chugging our are copy is 240 00:10:47.960 --> 00:10:49.840 going to go out to reviewers? Do they need to 241 00:10:49.879 --> 00:10:53.080 do that? Are isn't there time to them better spent 242 00:10:53.120 --> 00:10:56.200 with like you know, streamers and stuff. I'm really curious 243 00:10:56.200 --> 00:10:58.759 how that all shakes out, especially when we get closer 244 00:10:58.759 --> 00:10:59.360 to November. 245 00:11:00.080 --> 00:11:03.720 Yeap, all right, let's keep going here. Switch to remains 246 00:11:03.799 --> 00:11:07.000 Nintendo's fastest selling system. Nintendo shipped another three point eight 247 00:11:07.080 --> 00:11:10.279 two million Switch two systems during April through June, bringing 248 00:11:10.279 --> 00:11:12.960 the console to twenty three point six eight million units 249 00:11:12.960 --> 00:11:16.279 after thirteen months. That is ahead of both Wei's twenty 250 00:11:16.360 --> 00:11:19.360 point one to three million and the original Switches seventeen 251 00:11:19.399 --> 00:11:22.399 point seventy nine million after the same number of fiscal 252 00:11:22.480 --> 00:11:26.720 quarters Nintendo's maintained. Nintendo maintained its forecast of sixteen point 253 00:11:26.759 --> 00:11:29.240 five million switched to systems for the full fiscal year. 254 00:11:29.759 --> 00:11:32.879 Nintendo's quarterly revenue fell nine point five percent year over 255 00:11:32.960 --> 00:11:36.720 year to five hundred and seventeen point eight billion yen, 256 00:11:36.879 --> 00:11:40.039 but operating profits jumped one hundred and fifty point five 257 00:11:40.080 --> 00:11:43.720 percent to one hundred and forty two point six billion yen, 258 00:11:44.039 --> 00:11:47.799 and the Nintendo credited a more profitable software heavy sales 259 00:11:47.799 --> 00:11:51.759 mix and refunds of previously recorded tariff costs. They're one 260 00:11:51.759 --> 00:11:54.720 of these many companies that are getting those. They also 261 00:11:54.759 --> 00:11:58.519 should be getting pretty huge benefits from the current conversion 262 00:11:58.600 --> 00:12:01.639 rate for en. Although that's current is maybe when this 263 00:12:01.759 --> 00:12:04.159 was happening, it was current, but they didn't They didn't 264 00:12:04.200 --> 00:12:05.559 necessarily make a big deal. 265 00:12:05.440 --> 00:12:07.159 About that, as some of these other companies did. 266 00:12:07.679 --> 00:12:11.720 Digital revenue rose ninety while Mario movie related IP revenue 267 00:12:11.879 --> 00:12:14.919 more than doubled. Nintendo also sold thirty three point eight 268 00:12:14.960 --> 00:12:18.600 one million Original Switch games versus nine point four to 269 00:12:18.720 --> 00:12:22.279 six million Switch two games during the quarter. Nintendo explicitly 270 00:12:22.279 --> 00:12:25.360 says switch to backward compatibility is helping older Switch releases 271 00:12:25.399 --> 00:12:29.399 continue selling. I think that's like backward compatibility, right, A 272 00:12:29.399 --> 00:12:30.720 lot of things have that at this point. 273 00:12:30.759 --> 00:12:33.840 It makes a lot of sense. It's a man for Nintendo. 274 00:12:35.080 --> 00:12:38.600 I think we have like assumed like, oh, it's gonna 275 00:12:38.639 --> 00:12:40.679 look very similarly where it's like, yeah, the new games 276 00:12:40.679 --> 00:12:41.240 will sort of. 277 00:12:41.159 --> 00:12:42.200 Take over pretty quickly. 278 00:12:43.159 --> 00:12:46.759 But the Switch one was that first generation where Nintendo 279 00:12:46.799 --> 00:12:49.559 really was able to keep their prices high the entire 280 00:12:49.600 --> 00:12:53.080 time for the games, and I guess I didn't really 281 00:12:53.120 --> 00:12:55.960 think about what that would mean for Oh, yeah, those 282 00:12:56.000 --> 00:12:58.360 Switch one games are going to keep selling on the 283 00:12:58.399 --> 00:13:01.879 switch too, and at those relatively high prices, and they're 284 00:13:01.919 --> 00:13:04.120 just going to look like, you know, the same game 285 00:13:04.200 --> 00:13:08.000 on the shelf basically or for the same system. Man, 286 00:13:08.360 --> 00:13:11.440 them carrying forward that momentum is is really probably the 287 00:13:11.519 --> 00:13:14.639 answer to Okay, so they you know, the revenue is down, 288 00:13:14.679 --> 00:13:17.120 but the operating profits way up. It's like, oh, yeah, 289 00:13:17.159 --> 00:13:20.240 it's because the whole strategy is coming together around making 290 00:13:20.240 --> 00:13:21.720 a lot more money from this software. 291 00:13:22.240 --> 00:13:23.600 And that's exactly what happened. 292 00:13:25.080 --> 00:13:27.360 Yeah, but the momentum just seems to be in their 293 00:13:27.360 --> 00:13:30.120 corner for every aspect of the way that they are 294 00:13:30.200 --> 00:13:32.120 rolling out the switch to and their games. 295 00:13:32.519 --> 00:13:35.480 What do you think I was gonna ask you? So 296 00:13:36.480 --> 00:13:39.960 with the announcement of like the price hikes, has that 297 00:13:39.960 --> 00:13:42.480 taken effect? When will that take effect? Do we see 298 00:13:42.519 --> 00:13:44.360 like some of that folded in here? And then do 299 00:13:44.440 --> 00:13:47.080 these numbers slow down a little bit? Although we're petted 300 00:13:47.080 --> 00:13:48.919 into like the Christmas season, right, and then a bunch 301 00:13:48.960 --> 00:13:51.080 more we'll get sold, So it's it's probably all a wash, 302 00:13:51.120 --> 00:13:53.240 but it's like that stuff does factor in here somewhere. 303 00:13:53.320 --> 00:13:55.000 That's what I think of immediately when I see this. 304 00:13:55.720 --> 00:13:57.519 Yes, so good, very good point. 305 00:13:57.679 --> 00:14:01.080 So the switch to price increase switch brings it from 306 00:14:01.080 --> 00:14:03.600 four hundred and fifty dollars to five hundred dollars without 307 00:14:03.639 --> 00:14:06.159 the game included. Uh, and then there's you know, there's 308 00:14:06.159 --> 00:14:08.639 always gonna be bundles and stuff that they're doing, but 309 00:14:08.679 --> 00:14:09.679 without the game included. 310 00:14:10.080 --> 00:14:11.200 Up goes into. 311 00:14:11.000 --> 00:14:14.360 Effect on September first, So this still does not include that. 312 00:14:14.720 --> 00:14:17.240 But what it does include, Chuck, as we know, is 313 00:14:17.240 --> 00:14:19.279 people rushing out to get these I mean, god, I've 314 00:14:19.320 --> 00:14:23.360 seen a couple of YouTube videos recently of people talking about, hey, 315 00:14:24.080 --> 00:14:26.440 everything's really expensive and getting more expensive in there, and 316 00:14:26.639 --> 00:14:29.320 it's like Samsung is warning people like a Ram's gonna 317 00:14:29.399 --> 00:14:33.000 keep going up in price after making that warning and 318 00:14:33.039 --> 00:14:35.120 making good on it several times already. 319 00:14:35.639 --> 00:14:35.759 Uh. 320 00:14:36.120 --> 00:14:38.360 So hey, if you are a person who wants to 321 00:14:38.399 --> 00:14:40.679 play video games or you're trying to plan out how 322 00:14:40.679 --> 00:14:42.559 to spend your money on this hobby over the next 323 00:14:42.559 --> 00:14:46.000 several years, here's like the go no go for each system, 324 00:14:46.039 --> 00:14:49.080 and like when you should move on making purchases, and 325 00:14:49.200 --> 00:14:51.000 kind of across the board, everyone's like, if you have 326 00:14:51.360 --> 00:14:55.000 any inkling of getting a switch to at any point, 327 00:14:55.519 --> 00:14:58.120 get it now, Just get it right now, because we 328 00:14:58.200 --> 00:15:01.000 know there's a price increase coming on September first, and 329 00:15:01.080 --> 00:15:03.919 that is uh. And then we can assume that there 330 00:15:04.000 --> 00:15:07.039 is a price increase happening again for everything next year 331 00:15:07.080 --> 00:15:09.759 because Ram prices are going to double again according to 332 00:15:09.759 --> 00:15:12.960 everyone who seems to be talking about this. So that 333 00:15:13.000 --> 00:15:16.120 motivation is definitely factored into these numbers. The fact that 334 00:15:16.159 --> 00:15:18.799 the switch to, which you know it, is down from 335 00:15:18.840 --> 00:15:22.200 its launch quarter, right, Yeah, that that's to be expected. 336 00:15:22.240 --> 00:15:24.840 They had so many switch tos to service that that 337 00:15:24.960 --> 00:15:27.279 really hungry fan base right there in that first month. 338 00:15:28.480 --> 00:15:31.000 But it's still keeping its momentum to the point where 339 00:15:31.000 --> 00:15:34.879 it's well ahead of the Wii and the original Switch, 340 00:15:35.240 --> 00:15:36.799 like by millions of units. 341 00:15:36.840 --> 00:15:38.840 And that's happening incredible. 342 00:15:38.960 --> 00:15:41.440 And that's your point, that that is about people thinking 343 00:15:41.440 --> 00:15:44.120 about the price increase in a way that really it's 344 00:15:44.159 --> 00:15:46.799 just we haven't seen before. So what do you think 345 00:15:46.840 --> 00:15:48.480 happens when the price increase does go through? 346 00:15:49.879 --> 00:15:53.240 I they're gonna have experience. I think this a similar 347 00:15:53.240 --> 00:15:55.080 tale at the Switch one did. And we want like 348 00:15:55.120 --> 00:15:58.480 that we want the wed obviously exactly. 349 00:15:58.240 --> 00:15:59.799 What we want. We want we got a we two 350 00:16:00.080 --> 00:16:00.360 do we? You? 351 00:16:01.440 --> 00:16:05.600 Yeah? Man? I think a lot about how Nintendo. Nintendo 352 00:16:05.720 --> 00:16:07.960 failures are just speed bumps for them, and they can 353 00:16:08.039 --> 00:16:10.759 just have multiple failures and just like keep cruising and 354 00:16:10.799 --> 00:16:13.559 it's kind of incredible, like how much of a like 355 00:16:13.679 --> 00:16:16.200 gaming monolith they are, which is not related to what 356 00:16:16.240 --> 00:16:18.200 you just asked me, but no, I mean it's. 357 00:16:18.080 --> 00:16:20.600 True though, Yeah, I mean I think that's that that 358 00:16:20.720 --> 00:16:22.759 like does answer like sort of their overall sort of 359 00:16:22.799 --> 00:16:25.840 like what is Nintendo and like where where does this 360 00:16:26.679 --> 00:16:29.000 like where do their strategies strategies come from? And it 361 00:16:29.080 --> 00:16:31.600 is like you know, we talk about they are competing 362 00:16:31.639 --> 00:16:33.320 in a video game business with a lot of other 363 00:16:33.440 --> 00:16:36.759 video game businesses, sure, but they the way that they 364 00:16:36.799 --> 00:16:39.799 present themselves is, no, we're in the Nintendo business. We 365 00:16:39.879 --> 00:16:44.039 are we are delivering stuff just for our customers, which 366 00:16:44.039 --> 00:16:45.600 we think we can make more of all the time, 367 00:16:45.639 --> 00:16:48.919 and they usually are right about that. But that you know, 368 00:16:49.000 --> 00:16:51.159 I think that's been true for sure from like the 369 00:16:51.200 --> 00:16:54.120 beginning in a lot of ways, but definitely since the 370 00:16:54.159 --> 00:16:57.799 We definitely since the end of the GameCube when they're like, hey, 371 00:16:57.840 --> 00:17:00.720 that sugar Sugar. A Miamoto was just and interviews and 372 00:17:00.960 --> 00:17:03.200 one of the things he brought up was the GameCube 373 00:17:03.279 --> 00:17:06.759 just sold to gamers, and we looked at that like, 374 00:17:06.799 --> 00:17:08.319 we have to do something else, and that's what led 375 00:17:08.359 --> 00:17:10.119 them to come up with the idea of the Wii 376 00:17:10.400 --> 00:17:14.319 and the DS and all this stuff. And it's like, yeah, 377 00:17:14.359 --> 00:17:17.599 since then, that has been their modus operandi, and it's 378 00:17:17.880 --> 00:17:21.920 been very distinguished or distinct from the decisions we've seen 379 00:17:21.960 --> 00:17:25.079 from Microsoft and Sony and a lot of other companies 380 00:17:25.079 --> 00:17:28.400 in this space. And it's paying off still. And so 381 00:17:28.519 --> 00:17:30.680 like when you talk about things being speed bumps for them, 382 00:17:30.759 --> 00:17:34.720 it's because they just are speaking to their own audience 383 00:17:35.039 --> 00:17:36.759 that was like, yeah, I mean we see the sales 384 00:17:36.799 --> 00:17:40.559 in Japan of their physical games at retail from those 385 00:17:40.640 --> 00:17:44.079 charts we get every week, and they're selling five hundred 386 00:17:44.079 --> 00:17:47.279 thousand physical copies of games in their launch week and 387 00:17:47.319 --> 00:17:49.200 no one else in Japan is doing that. It's because 388 00:17:49.279 --> 00:17:52.119 Nintendo is just speaking to the Nintendo audience, and that 389 00:17:52.160 --> 00:17:53.359 really does make a difference. 390 00:17:54.920 --> 00:17:58.519 Yes for you real quick is so I assume they're 391 00:17:58.519 --> 00:18:01.279 still manufacturing switch ones. Maybe they're not. Maybe they just 392 00:18:01.400 --> 00:18:03.680 have a pile that sitting on they are. 393 00:18:04.240 --> 00:18:07.039 They're not manufacturing them for Europe anymore because of that 394 00:18:07.079 --> 00:18:09.720 whole change with the uh you have to have replaceable batteries. 395 00:18:10.039 --> 00:18:11.799 Sure they made a point of like, but that doesn't 396 00:18:11.799 --> 00:18:13.039 mean we're not doing it everywhere else. 397 00:18:13.079 --> 00:18:14.440 They are still doing it in most places. 398 00:18:14.880 --> 00:18:17.400 I'm wondering when that ends, and because at some point 399 00:18:17.480 --> 00:18:20.839 it really behooves them to just it seems like they've 400 00:18:20.839 --> 00:18:22.599 been slow to do that with this generation and get 401 00:18:22.680 --> 00:18:24.880