Nintendo (7974) | Profitability at Risk
​Rising memory prices are driving up Switch 2 hardware costs, leading to potential margin compression and earnings cuts, with stretched valuation...
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Nintendo Post-Earnings, Pre-Holidays: Are Profit Margins Going to Jump Back?
​Switch 2's successful launch drives hyper-growth, with a forecast hike to 19 million units for FY26. Potential rebound in Gross Profit Margin...
352 Views
Primer: Nintendo (7974 JP) - Oct 2025
Nintendo is poised to enter a new growth cycle driven by the highly anticipated launch of its next-generation console, the 'Switch 2', which is...
417 Views
Nintendo (7974) | A New Cycle Begins
​Nintendo's Switch 2 launch momentum and improving margins signal a smooth hardware transition, driving upward revisions and sustainable mid-cycle...
632 Views
Nintendo (7974) | Early Signals from the Switch 2 Cycle
​Nintendo's increased production signals confidence, with potential for higher profits and positive impact on Q2 results due to strong sector...
680 Views