Apple’s Pokémon Go windfall

Macquarie Capital Securities Analyst David Gibson, quoted in this Bloomberg article:

“As users build their Pokemon inventory, spending money becomes needed to store, train, hatch, and battle,” he writes. Gibson pointed out that the most popular Pokemon GO item in Australia is currently $0.99 worth of in-game currency meaning the game’s App Store ranking “is being driven not by big spenders but by a large number of users.”

And:

“We presume that out of every 100 units earned at the App Store, 30 would go to Apple, 30 to [software developer] Niantic, 30 to Pokemon and 10 to Nintendo,” writes Gibson. “Hence, we don’t think Nintendo will earn much directly from the game. However, Nintendo will earn income from its equity-accounted income of owning 33 percent of Pokemon Company.”

Not to mention the boost to Nintendo’s stock price. This is a huge win for Nintendo and proof that they can make money bringing their intellectual property to smartphones. Seems logical to me that we will see a massively multiplayer Zelda port to iOS at some point in the future.