What podcasts say about Nintendo
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Nintendo
12 statements · 10 negative · 2 neutral
Nintendo remains highly cyclical and dependent on hardware upgrade cycles.
“I think it's incredibly cyclical stock that has not been able to break out of its dependence on the hardware upgrade cycle.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 5:17
Nintendo lacks the flywheel needed to escape console cycles.
“the flywheel is not there.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 6:17
Nintendo remakes have limited commercial longevity.
“remakes only get but so much juice.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 7:32
Nintendo’s higher console prices will reduce demand.
“You're gonna lose some demand.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 12:15
Nintendo expects memory costs to remain elevated soon.
“by raising prices so early, Nintendo implicitly told you that they don't see memory costs coming down anytime soon.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 13:27
Nintendo is relatively weak in online gaming.
“Nintendo is not known for strong online play.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 21:33
Nintendo needs two to three movies annually to build a connected media universe.
“for them to really go in on this whole connected universe, I need to see 2 to 3 movies a year, every year”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 24:15
Nintendo needs roughly a dozen theme parks and more television shows.
“I need a dozen. I need way more TV shows.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 24:30
Nintendo’s strategy primarily monetizes older fans rather than younger generations.
“I think they're maximizing the fans from the '90s.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 25:54
Nintendo’s failure to engage younger audiences could hurt it long term.
“I think that it's going to be troubling in the long term for them.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 25:57
Nintendo’s earnings are too uneven to hold for two years.
“right now it's too lumpy for me to hold it for 2 years.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 28:36
Higher component prices and a stronger yen are hurting Nintendo
“Nintendo is down 5.2% as it gets crushed between these higher prices for components and the stronger yen”
Open the episode · Minimax Down, Nintendo Drops, MUFG DipsListen at 2:15
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.