Review of Nintendo FY3Q19 Earnings Release

Nintendo (7974.JP / NTDOY.US) [January 31, 2019] * Review of Nintendo FY3Q2019 Earnings Release * Bath & Manage [1.0] Nintendo Switch (NS) [1.1] NS Hardware Nintendo managed to ship 9.41M NS in the last quarter (FY3Q19/CY4Q18). The global cumulative shipment of the console comes to 32.27M as of CY4Q18. Nintendo also revises down the forecast … Continue reading Review of Nintendo FY3Q19 Earnings Release

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

Entering a market where existing platforms have network effect working

The title of this post is very generic because I observed or studied cases in different industries that new entrants want to penetrate markets where incumbents already have their network effect working. By leveraging its resources or capabilities, new entrants might be willing to acquire "users" (depending on dynamics of business, platform might want to … Continue reading Entering a market where existing platforms have network effect working

Resume Following Nintendo (7974.JP / NTDOY.US)

I have been more quiet about Nintendo since the Nintendo Switch passed its first year installed base build-up.  However, I was triggered by discussion on a Bloomberg article, Nintendo Switch Loses Shine With Shipments Seen Missing Target, on twitter. "The Switch story has been exhausted.” Analysts now estimate Nintendo will miss its hardware target of … Continue reading Resume Following Nintendo (7974.JP / NTDOY.US)