Evidence receipt / commitment
Published · transcript-backedDavid Rosenthal: commitment
11 Apr 2023 Acquired Nintendo: The Console Wars
“I think that is where the betting line is, but we will discuss. On the back of all this, Nintendo revenue just explodes from less than $5 billion at the end of the Wii U era, immediately in the next year to $10 billion after the switch launches, then $12 billion up to $16 billion during 2021 in the pandemic.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- commitment
- Recorded
- 11 Apr 2023
- Publisher
- Acquired
- Episode
- Nintendo: The Console Wars
Transcript context
…My money is on Switch 2 in the next six months. I think that is where the betting line is, but we will discuss. On the back of all this, Nintendo revenue just explodes from less than $5 billion at the end of the Wii U era, immediately in the next year to $10 billion after the switch launches, then $12 billion up to $16 billion during 2021 in the pandemic. The stock goes up another 50%. As switch sales now have started to slow that we're in the sixth year of the console lifecycle, the stock has fallen again a little bit, but they're still doing $5–$6 billion in annual operating income. It's still a $50 billion market cap. Nintendo today is so far removed from Nintendo of the Wii U era. And then, here's the IP. We are literally recording this the day before the Super Mario Brothers movie comes out. Which is supposed to actually be pretty good.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.