Nintendo – Note – 20190129

Nintendo (7974.JP / NTDOY.US) [January 29, 2019] Note: Interview, Metriod Prime 4 & Exercise [1.0] The Sankei News Interview Nintendo president Shuntaro Furukawa had an interview with The Sankei News and it was released on January 25, 2019. Furukawa talked about strong performance during holiday season, pricing of Nintendo Switch, product development of Nintendo's home … Continue reading Nintendo – Note – 20190129

Preview of Nintendo FY3Q19 Earnings Release

Nintendo (7974.JP / NTDOY.US) [January 19, 2019] * Preview of Nintendo FY3Q2019 Earnings Release * [1.0] Nintendo Switch [1.1] NS Hardware The haunting 20M hardware shipment guidance for the Fiscal Year ending in March 2019 is finally approaching to the end as both management and market will have relatively high confidence whether it can be … Continue reading Preview of Nintendo FY3Q19 Earnings Release

Epic Games – 1 Month post Store Launch Update

I've been procrastinating for a while on the update of early reaction Epic Games' disruptive pricing on game / app storefront space and the ecosystem approach to the gaming industry. With more news coming in, I finally decide it's time to give update as we have seen some development in terms of storefront and ecosystem. … Continue reading Epic Games – 1 Month post Store Launch Update

Epic Games’ Epic Battle on Storefront Space

The Wall Street Journal reported that Epic Games will challenge mobile app store business model dominated by Google and Apple. But what factor differentiates Epic Games from incumbents whose network effects are working in this case? The answer is disruptive pricing on the supply side of storefront (12% rake on revenue that apps generate). This … Continue reading Epic Games’ Epic Battle on Storefront Space