David Rosenthal: uncertainty

Transcript context

…Yes, you do. The functionality is good, and now there are compelling reasons to subscribe to Nintendo, which is a pretty big unlock in their business. If you had told me in 2016, before they launched the Switch, that at some point I'd be paying an auto recurring subscription to Nintendo for services I may or may not be using at any given time to play on a dedicated Nintendo device, at that point in history, I would have told you, you are completely insane. The Switch really is just an incredible comeback for Nintendo. While the Wii was also an incredible comeback, it was one that they had clear line of sight into from their experience in the handheld business. Of course, creativity was involved in making it. But if we can build this, we're pretty sure they will come. The Switch, I don't know if it was luck, genius, or just what, but this was the first time they were the true underdogs. They had all the deck stacked against them, and they proved everybody wrong. Right. The big question is, do they have to keep doing this and betting the farm on inventing a brand new form factor half the time they fail on, or have they now discovered something that is a durable platform for the future that they can keep building on top of, leverage the existing base? How freaking attractive is it now that they have 123 million people who have bought these things for developers? Developers finally want to be in business with Nintendo again.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.