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Stern ramps production, drops MAP on discontinued games; market normalizing, not falling.
Stern is building more games per day than historically typical, with November alone expected to see dealers receive more machines than the entire previous year.
high confidence · Zach Sharpe citing production data, noting November includes 7+ titles shipping: Foo Fighters Pro, Deadpool Pro/Premium, Elvira Blood Red Kiss, Stranger Things Pro/Premium, Godzilla Premium
Stern removed MAP (minimum advertised price) restrictions on discontinued games (Rush Pro/Premium, Led Zeppelin Pro/Premium, TMNT Pro/Premium) and home edition titles (Star Wars Home, Jurassic Park Home), allowing dealers to discount or clearance inventory without penalty.
high confidence · Zach Sharpe reporting recent Stern dealer announcements; describes move as inventory clearance strategy, not industry-wide price reduction
Stern is shipping Elvira Blood Red Kiss special edition games as of Friday the week of the announcement, with remainder shipping early the following week.
high confidence · Zach Sharpe citing shipping updates from Stern
Pinball Brothers previously offered purchase rebates/credits for machines sold during promotional periods (e.g., Alien Day promotion), whereas Stern's current approach does not include such rebates.
high confidence · Zach Sharpe distinguishing Pinball Brothers' past strategy from Stern's current MAP removal approach
James Bond premium is anticipated to be the last game built by Stern in 2023, with no James Bond Pro confirmed for December despite earlier communications suggesting both models.
medium confidence · Zach Sharpe noting uncertainty around James Bond Pro shipment timing; speculates it may be bumped to early January or later
Stern has a new factory with new workers lined up, supporting increased production capacity and the ability to fulfill more games than historically typical.
medium confidence · Zach Sharpe citing resource expansion as evidence against 'sky is falling' narrative
Accessory backlogs persist: Stranger Things UV kits, Rush Toppers, Batman Insider arches, Shaker Motors (3-4 month wait resolved), and Godzilla Toppers expected in December instead of Q1 2024.
“November dealers would probably see more games than they have the entirety of the Year listener just think about that for a second”
Zach Sharpe@ 16:33 — Highlights unprecedented production volume, central to 'sky falling' debate
“Stern didn't reduce any price... they're allowing us to lose money”
Zach Sharpe@ 24:02 — Clarifies that MAP removal is inventory clearance strategy, not manufacturer price reduction—important distinction for dealer economics
“it doesn't totally mean the sky is falling either... they have the parts to build games they have a new Factory new workers... more resources to build game”
Zach Sharpe@ 26:00 — Counters 'sky is falling' panic with evidence of operational expansion and supply security
“it's normal to lose money on games that you buy new just like cars and everything else... people just need to get used to normal”
Zach Sharpe@ 29:47 — Frames pandemic-era pricing stability as anomaly; argues market is returning to historical depreciation norms
“if anybody's going to do it right stern pinball does it right”
Zach Sharpe@ 31:17 — Final verdict on Stern's strategic market positioning and responsiveness
product_launch: Stern shipping record volume of machines in Q4 2023, with November alone expected to exceed entire year-to-date dealer receipts. Seven major titles shipping in November (Foo Fighters Pro, Deadpool Pro/Premium, Elvira Blood Red Kiss, Stranger Things Pro, Stranger Things Premium, Godzilla Premium) plus ancillary inventory.
high · Zach Sharpe citing production updates and dealer communications; explicit mention of 7+ November titles with continued December builds
market_signal: Stern removed MAP pricing on discontinued Pro/Premium machines (Rush, Led Zeppelin, TMNT) and home edition titles (Star Wars, Jurassic Park), allowing dealers to discount without contractual penalty. Framed as inventory clearance strategy, not manufacturer price reduction.
high · Official dealer announcements via Stern; Zach Sharpe emphasizing distinction between MAP removal and price cuts; allows dealer loss-selling on stock
product_concern: Continued accessory delays: Stranger Things UV kits backordered, Rush Toppers slipping into November/December, Batman Insider arches delayed, Shaker Motors resolved after 3-4 month wait, Godzilla Toppers moved forward from Q1 to December.
high · Zach Sharpe listing specific accessory status updates and revised shipping timelines from Stern
supply_chain_signal: Stern has added new factory capacity, hired new workers, and secured expanded parts supply to support increased production rate. Presented as evidence against supply crisis narrative.
medium · Zach Sharpe citing resource expansion as counterargument to 'sky is falling' concern
mixed(0.65)— Generally positive on Stern's strategic decisions and market positioning, but acknowledges underlying inventory pressures and dealer challenges. Hosts rebut 'sky is falling' narrative while validating concerns about normalized depreciation and production cycles.
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high confidence · Zach Sharpe reviewing Stern's accessory shipment status and revised timelines
Led Zeppelin machines are worth less on the secondhand market than Rush or TMNT, and this market reality should inform dealer expectations about new machine depreciation.
medium confidence · Zach Sharpe offering opinion on secondary market value differential and normalizing depreciation for new pinball purchases
sentiment_shift: Community anxiety about 'sky falling' in pinball addressed and reframed as normal market cycle, not industry crisis. Hosts distinguish between dealer inventory pressure (real) and manufacturer distress (not present).
high · Episode title 'Is The Sky Falling In Pinball?' and repeated refutation throughout discussion; Zach explicitly stating 'it doesn't totally mean the sky is falling'
product_strategy: Stern maintaining MAP pricing on in-production games while selectively removing restrictions on discontinued stock. Strategy suggests possible future LE production cuts to uphold secondary market value, especially if overall sales decline.
medium · Zach Sharpe theorizing that Stern could reduce LE numbers to maintain collectibility; notes LE market operates under artificial scarcity vs. standard market forces
market_signal: Hosts assert pandemic-era pricing stability (machines holding value) was anomaly; market returning to historical norm where new pinball machines depreciate like automobiles. Frames dealer loss-selling as expected behavior, not industry failure.
medium · Zach Sharpe stating 'it's normal to lose money on games that you buy new' and targeting pandemic-era buyers: 'that was not normal get used to normal'
manufacturing_signal: Stern Q4 2023 build schedule confirmed: Foo Fighters, Deadpool, Elvira Blood Red Kiss, Stranger Things (Pro/Premium), Godzilla Premium, Guardians of the Galaxy Commemorative, James Bond Premium (late Dec). Q1 2024: Cornerstone Pro and La (unspecified). Q2 2024: Foo Fighters Pro, Venom Pro/Premium. Q3 2024: Godzilla Pro, Jurassic Park, Foo Fighters Pro (possible re-run). Q4 2024: Foo Fighters Premium, James Bond Pro/Premium, Deadpool Pro/Premium, Stranger Things Pro/Premium (possible re-run).
medium · Zach Sharpe citing Stern production calendar; explicitly notes all future dates are estimates and subject to change
business_signal: Stern's MAP removal strategy seen as smart dealer support mechanism: clears inventory without requiring rebates, frees cash flow for dealers to purchase new games, acknowledges economic cycles. Contrasted with JJP's stricter enforcement and Pinball Brothers' promotional rebate model.
high · Zach Sharpe analyzing Stern's move as 'good idea' for dealer liquidity; comparing to JJP's 'wimpy' approach and Pinball Brothers' rebate precedent
content_signal: Craig Bobby contributor content (top stories segment) placed behind Pinball Show patreon paywall due to incomplete episode coverage and focus on machine reviews instead of required content during Expo period.
high · Zach Sharpe announcing penalty box status and paywall exclusivity; explains Craig Bobby absence and future paywall-gated content strategy
community_signal: Dennis Celentano 31st birthday celebration drove significant fan engagement on social media; multiple fans contributed favorite moment submissions, leading to t-shirt giveaways. Indicates healthy podcast listener base and community investment.
high · Extended segment featuring 15+ fan submissions with favorite Dennis moments; Zach awarding t-shirts for selected responses
industry_signal: Stern positioned as industry leader in strategic market management, contrasted with JJP's rigid enforcement and smaller competitors' varied approaches. Hosts credit Stern's experience and sophistication in economic cycle navigation.
medium · Zach Sharpe stating 'if anybody's going to do it right stern pinball does it right' and comparing to JJP's inflexibility