Pachter Factor Questions April 2020

Nintendo stock. Wow. Pach let it rip!

Hello Mr. Pach! It’s really great to have you man answering all these questions for us laymen. Can you go over some of the supply chain difficulties both Sony and Microsoft most likely will face in the coming months? And is there any chance that manufacturing can happen in the US? I wouldn’t mind paying more if the console is manufacture in the US. (Up to $100). Stay Safe and wish you all the best to you guys. Thanks.

Hey Pach, is the Coronavirus good or bad for the video game industry? More people stay at home and need distractions, so games should be selling well(?). But is all current development on hold, or are studios used to working remotely across global sites, which makes it easy to transition devs to work from home? Should we expect big name games to hold back their launches and compete for audiences later in the year, or will everything launch as scheduled this year?

Tailen

How do you see companies adjusting to the Corona virus in terms of future precautions and putting protections into place? Devs can work from home but other industries are hurting. What changes do you see happening?

NeO JD

Hey Pach. Regarding the coronavirus, I think we all realize that one way or another this too shall pass. When it does, do you think the market will recover quickly or will it be more prolonged? Meanwhile, how about some good Scotch recommendations for all of us stuck at home? Hope you and your family are well. Be safe.

Michael Dragone

Hi Pachter, my question has to do with ps5 vs xbox x on both there backwards compatibility. Ps5 for now will just be some ps4 games but the xbox x will play every currently right now the xbox one is playing right now. That's pretty big difference in that instance. I asked Shane a similar question this last year. In short it's nice but how often do go back and play that many old games. But now if you look at the statistics now more people are buying games on there system vs disc format. Meaning we're going to need a big hard drive. If you ask me yes xbox x has a big advantage they just don't have great games this generation. To me looking at that I would want an xbox x cause of the great 3 party support on backwards compatibility games going 3 generation deep. I so understand too playstation predicament and the system layouts for the 1st 2 to 3 vs ps4 and that it's hard if not impossible to do but think of the advantage they could get if they got it to work. The other question is who wins in playstation on demand game pass vs xbox game pass. I don't do these cause I want to own my games but is this another game breaker that's going to send the consumer to support one over the other? Me it doesn't matter I hold no loyalty to either cause neither is loyal to me , so I'm just buying both on launch day with my doordash money that and I'm the GOAT of Santa Clara county in food delivery. Thanks once again and please be safe in the world of fools.

Gaming stocks have been flat to down for basically two years. Have the fundamentals not improved? Why do you think they’re struggling to grow?

Hey Pach, if production of the next gen is halted because of Coronavirus, when do you think they will release the systems? Will they launch next Spring or will wait until holiday 2021?

Tarma

Hey there! What's your opinion on the difference philosophy that Microsoft and Sony have taken with regards to their next-gen consoles? With the new Xbox Microsoft seems to be going for a large upgrade of the specs without necessarily adding new groundbreaking features, whereas Sony seems to have tried to find a balance between going for better performance and trying to innovate with new features, like the 3D sound system Mark Cerny recently did a presentation about.

Mr Pach, inflation takes time to hit, with $6T being printed are game studios well insulated as IP can be sold at higher prices as needed and most IP costs are human not hard commodity type goods?

Hey Pach! Now that all gaming conventions are canceled, how this will impact Sony & Microsoft roll-out plans for the new consoles? Sony was planning not attending E3 and Microsoft did, will the change of plans have any impact on Microsoft? Will the very technical presentation have lasting effect on Sony, like the TV-TV-TV Xbox one reveal?

Yakov Verch

Dear Pach. With Google looking to get experienced indi developers to self publish on Stadia do you think this is enough of a move to get people to buy into Stadia as an alternative service? Why haven’t Google targeted free to play after the seeing the success of Fortnite on mobile?

Hey Pach. Since no one has asked you let, do you think Xbox has a step on PlayStation with their recent technical announcements. Xbox continued to work with Digital Foundry to present the Series X working in practice and Sony had a developer focused presentation by Mark Cearny? Ultimately will this have any impact on sales when the consoles launch?