Dalal.Holdings Posted January 4, 2018 Share Posted January 4, 2018 Nintendo Switch becomes the fastest selling console in U.S. history: http://m.ign.com/articles/2018/01/04/nintendo-switch-now-the-fastest-selling-home-console-in-us-history Wonder how all those analysts lamenting the lack of high level graphics vs PS2 and XBox just a year ago feel now... Link to comment Share on other sites More sharing options...
vegaseller Posted January 31, 2018 Share Posted January 31, 2018 large beat on earnings and revenues https://www.cnbc.com/2018/01/31/nintendo-earnings-q3-2017.html Link to comment Share on other sites More sharing options...
DooDiligence Posted February 1, 2018 Share Posted February 1, 2018 Speaking of beats & Switch. If it was an 88 key piano, I might get one! Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 5, 2018 Share Posted February 5, 2018 There’s A New Super Mario Movie Coming, And This Time It’s Actually Animated https://www.geek.com/games/theres-a-new-super-mario-movie-coming-and-this-time-its-actually-animated-1729777/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 25, 2018 Share Posted June 25, 2018 The Legend of Nintendo https://www.bloomberg.com/news/features/2018-06-21/how-nintendo-s-switch-helped-the-japanese-gaming-giant-win-again Link to comment Share on other sites More sharing options...
tombgrt Posted September 14, 2018 Share Posted September 14, 2018 Bought a switch to enjoy with friends and fzmily and very very impressed with the console and games like Mario and Zelda. Line up looks really impressive and as someone who enjoys board games I'm curious how carcasonne, Catan etc will work out. Link to comment Share on other sites More sharing options...
Liberty Posted February 25, 2019 Share Posted February 25, 2019 Writeup on Nintendo: https://docs.google.com/presentation/d/1ULEiRakfsxReDvv5xOG1gglTDkwJa791pZR_458xWWg/edit#slide=id.g4ce9c58e07_0_0 Via Link to comment Share on other sites More sharing options...
SHDL Posted February 25, 2019 Share Posted February 25, 2019 Writeup on Nintendo: https://docs.google.com/presentation/d/1ULEiRakfsxReDvv5xOG1gglTDkwJa791pZR_458xWWg/edit#slide=id.g4ce9c58e07_0_0 Via That’s a good summary of the bull case. So far I’ve been reluctant to take a big position though because I don’t have a great deal of confidence in their management. It’s something I see a lot with Japanese companies: ultra conservative, slow moving, questionable capital allocation, and generally just not shareholder friendly. But if they were to be acquired by the right kind of company.... Link to comment Share on other sites More sharing options...
Foreign Tuffett Posted February 26, 2019 Share Posted February 26, 2019 Unless there is evidence otherwise, I have a very hard time believing that Nintendo would ever sell itself, particularly to a foreign buyer. I present as evidence (1) Nintendo's history (2) Japanese corporate governance more generally and (3) the recent Nissan-Renault drama, which I believe is (in part) an example of the craziness that can happen when you plan to merge a high profile Japanese company with a foreign company. Link to comment Share on other sites More sharing options...
SHDL Posted February 26, 2019 Share Posted February 26, 2019 Unless there is evidence otherwise, I have a very hard time believing that Nintendo would ever sell itself, particularly to a foreign buyer. I present as evidence (1) Nintendo's history (2) Japanese corporate governance more generally and (3) the recent Nissan-Renault drama, which I believe is (in part) an example of the craziness that can happen when you plan to merge a high profile Japanese company with a foreign company. Those are good reasons to be skeptical. I can’t think of too many companies that could pull it off successfully either, though I think Apple might be an exception. On Apple, there was an article in Barron’s not too long ago that talked about why they should buy Nintendo. I didn’t find the discussion there particularly insightful, but I happen to agree with the conclusion. My personal take on this is that if Apple were to acquire Nintendo, they could probably (a) get rid of the console business, (b) make the games run on Apple devices (wirelessly connected to Nintendo-branded controllers) instead, © sell access to the game library via a subscription service, and (d) let the guys at Nintendo focus on developing great games and not worry about making money. I can imagine a package like that being a win for all parties involved. Also, there are no controlling shareholders or policies currently in place at Nintendo that could block such a move, so things seem clear on that front. Link to comment Share on other sites More sharing options...
johnny Posted February 28, 2019 Share Posted February 28, 2019 My personal take on this is that if Apple were to acquire Nintendo, they could probably (a) get rid of the console business, (b) make the games run on Apple devices (wirelessly connected to Nintendo-branded controllers) instead, © sell access to the game library via a subscription service, and (d) let the guys at Nintendo focus on developing great games and not worry about making money. I can imagine a package like that being a win for all parties involved. It is delusional to think that Nintendo will agree to be acquired by Apple under such circumstances. Being stripped of their autonomy and becoming a captive second-party developer for a platform run by a company that has demonstrated nothing but disrespect for gaming/gamers/game-devs is not something -any- self respecting organization would do short of absolute financial catastrophe--and Nintendo has enough cash hoarded to see it through plenty of bad cycles. Apple and Nintendo merging made a lot of sense, half a decade ago. But it would have required a certain amount of vision and willingness to compromise. Nintendo doesn't have the space to compromise, and the C-suite at Apple clearly lacks anything resembling vision. Link to comment Share on other sites More sharing options...
SHDL Posted February 28, 2019 Share Posted February 28, 2019 Would you care to elaborate on the “disrespect” you speak of? Maybe you know something I’m missing. TIA. Link to comment Share on other sites More sharing options...
johnny Posted February 28, 2019 Share Posted February 28, 2019 Actually meant to say disinterest there. However, I think the Freudian version works too. When the Apple TV launched, it was pretty clear that Apple's position on gaming was that it wasn't something that deservedtheir attention. It certainly didn't have a coherent plan (different docs at launch had totally contradictory information on key development constraints for the platform; IE whether or not you could make a game that required an actual gaming controller). Very reminiscent of the iPhone-launch-era dismissiveness of third party developers. Except at least the iPhone-launch was an a priori error. By 2016 we were all aware that GAMES were driving the substantial bulk of all of that precious service revenue Tim was always droning on about. So the lack of attention was completely negligent. I'd call it disdainful. The iPhone became a huge platform for casual games, thanks to no real affirmative decision by Apple to make it so--it was a total accident, a windfall that I think has fed into Apple's worst tendencies (arrogance about their own platform's superiority, dismissiveness about those who disagree with their tradeoffs or aesthetically-guided product roadmaps). The fact that, back when Nintendo was at like $10B EV, Apple didn't have an army of diplomats and escorts in Tokyo doing whatever it took to get a deal done is all you need to know. An organization -that- oblivious to such an incredible opportunity is going to be just as pathetic at implementing the strategy. Look at the broad narrative history of Apple's share buybacks. Einhorn and Icahn and everybody else spent years screaming at Tim to repurchase shares. Well eventually he got religion, and they've proceeded to top-tick the repurchases like they don't really understand what the point of it all is. If it takes them five years to figure out they should do something, they're going to botch it when you eventually trick them into doing it. If Apple and Nintendo got hitched, I'd be pushing for it to be a NeXT-style acquisition, where everybody involved in tvOS gets shot out of a cannon (including Eddie Cue) and Japan takes the entire thing over. Incidentally, that's the only sort of deal I could see passing the cultural acid test over there. Link to comment Share on other sites More sharing options...
SHDL Posted February 28, 2019 Share Posted February 28, 2019 I somewhat agree. Although, the fact that Apple has been several years late on so many things actually makes me think that they will be several years late again in the gaming space and finally start doing something there before too long. Link to comment Share on other sites More sharing options...
jeffsreng Posted April 12, 2020 Share Posted April 12, 2020 Bring back memories: Link to comment Share on other sites More sharing options...
Liberty Posted April 21, 2020 Share Posted April 21, 2020 ValueAct: https://uk.reuters.com/article/uk-nintendo-valueact-exclusive/exclusive-valueact-eyes-nintendo-with-stake-of-over-1-1-billion-letter-idUKKCN2232V0 Link to comment Share on other sites More sharing options...
Patmo Posted April 21, 2020 Share Posted April 21, 2020 I somewhat agree. Although, the fact that Apple has been several years late on so many things actually makes me think that they will be several years late again in the gaming space and finally start doing something there before too long. As a longtime customer in the gaming industry, reading that sentence feels like fingernails on a chalkboard. I personally look forward to it not happening. Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 22, 2020 Share Posted April 22, 2020 I somewhat agree. Although, the fact that Apple has been several years late on so many things actually makes me think that they will be several years late again in the gaming space and finally start doing something there before too long. As a longtime customer in the gaming industry, reading that sentence feels like fingernails on a chalkboard. I personally look forward to it not happening. Why? Apple Services are usually not that competitive with the best in class offerings. Apple Music? Spotify still doing great. Apple TV+? Netflix and the likes are still kicking butt. Link to comment Share on other sites More sharing options...
SHDL Posted April 22, 2020 Share Posted April 22, 2020 I somewhat agree. Although, the fact that Apple has been several years late on so many things actually makes me think that they will be several years late again in the gaming space and finally start doing something there before too long. As a longtime customer in the gaming industry, reading that sentence feels like fingernails on a chalkboard. I personally look forward to it not happening. Care to elaborate? I was speculating in the post you quoted that Apple will likely enter the video game industry in some fashion ... and they did, a few months later, with Arcade. Does that somehow make you unhappy as a gamer? If so, why? Link to comment Share on other sites More sharing options...
SHDL Posted April 22, 2020 Share Posted April 22, 2020 ValueAct: https://uk.reuters.com/article/uk-nintendo-valueact-exclusive/exclusive-valueact-eyes-nintendo-with-stake-of-over-1-1-billion-letter-idUKKCN2232V0 Sounds like good news to me. I’ll need to go research their track record with Japanese companies. Link to comment Share on other sites More sharing options...
Patmo Posted April 22, 2020 Share Posted April 22, 2020 I somewhat agree. Although, the fact that Apple has been several years late on so many things actually makes me think that they will be several years late again in the gaming space and finally start doing something there before too long. As a longtime customer in the gaming industry, reading that sentence feels like fingernails on a chalkboard. I personally look forward to it not happening. Care to elaborate? I was speculating in the post you quoted that Apple will likely enter the video game industry in some fashion ... and they did, a few months later, with Arcade. Does that somehow make you unhappy as a gamer? If so, why? Did they? I wasn't even aware, that must tell a lot. Link to comment Share on other sites More sharing options...
SHDL Posted April 22, 2020 Share Posted April 22, 2020 I somewhat agree. Although, the fact that Apple has been several years late on so many things actually makes me think that they will be several years late again in the gaming space and finally start doing something there before too long. As a longtime customer in the gaming industry, reading that sentence feels like fingernails on a chalkboard. I personally look forward to it not happening. Care to elaborate? I was speculating in the post you quoted that Apple will likely enter the video game industry in some fashion ... and they did, a few months later, with Arcade. Does that somehow make you unhappy as a gamer? If so, why? Did they? I wasn't even aware, that must tell a lot. https://www.apple.com/apple-arcade/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 7, 2020 Share Posted May 7, 2020 https://www.nintendo.co.jp/ir/pdf/2020/200507e.pdf https://www.cnbc.com/2020/05/07/animal-crossing-is-now-fastest-selling-game-on-the-nintendo-switch.html?&qsearchterm=nintendo Link to comment Share on other sites More sharing options...
Liberty Posted March 23, 2021 Share Posted March 23, 2021 https://www.bloomberg.com/news/articles/2021-03-23/nintendo-to-use-new-nvidia-graphics-chip-in-2021-switch-upgrade Link to comment Share on other sites More sharing options...
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