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cover of episode Nintendo’s Big Release

Nintendo’s Big Release

2025/6/5
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Motley Fool Money
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J
Jason Moser
作为 Motley Fool 高级分析师，Jason Moser 专注于提供深入的财经分析和投资建议。
M
Mary Long
主持金融播客，讨论伯克希尔哈撒韦、TGI Fridays 和 Uber 等公司的最新动态。
Topics
Mary Long：任天堂Switch 2的发布备受期待，Switch 1的成功为Switch 2奠定了基础。分析师预测Switch 2的销量将超过任天堂的保守估计。然而，自2020年以来，任天堂的销售额和利润率有所下降，这使得Switch 2的成功至关重要。 Jason Moser：我认为Switch 2具有巨大的潜力，定价是关键因素。消费者对任天堂产品的需求很高，这表明Switch 2可能会成为假日购物季的热门产品。尽管任天堂的业绩有时不稳定，但其强大的知识产权组合为公司提供了坚实的基础。我个人认为，市场对任天堂的未来发展持乐观态度，并期待其在游戏领域的持续创新。

Deep Dive

Chapters
Despite the anticipation surrounding the Switch 2 launch, Nintendo's sales have been declining since 2020. The discussion explores the reasons behind the stock's positive momentum despite the company's inconsistent financial growth, highlighting the role of hit-driven business models and valuable intellectual property.
  • Nintendo Switch 1 sold 152 million units since 2017.
  • Switch 2 projected sales: 15 million units by March 2026.
  • Nintendo's sales have been lumpy/declining since 2020.
  • Market anticipates future releases and values Nintendo's IP.

Shownotes Transcript

Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher?

(00:21) Jason Moser and Mary Long discuss:

  • The disconnect between Nintendo’s sales and its share price.

  • Different strategies across the video game industry.

  • Five Below’s impressive quarter.

Companies mentioned: NTDOY, MSFT, SONY, FIVE

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Dan Boyd

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