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03.02.26 - 16:01
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Nintendo: Switch-2-Boom bestätigt – so reagiert die Aktie (Der Aktionaer)
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Bei Nintendo dreht sich derzeit alles um die Switch 2 – und die frisch vorgelegten Zahlen zum dritten Quartal des laufenden Geschäftsjahres (per Ende Dezember) zeigen: Der Hype ist real, aber nicht frei von Schönheitsfehlern. Während der Absatz der neuen Konsole weiter auf Hochtouren läuft, offenbaren sich auf der Ergebnisseite erste Reibungsverluste....
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03.02.26 - 15:18
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Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache (ZeroHedge)
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Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache
Dark storm clouds have gathered over Nintendo since the start of December, as investor concerns mount over tariffs, rising memory prices, and chatter about soft US holiday sales. The stock in Tokyo remains about one-third below its August peak.
Earnings on Tuesday reconfirmed the gloom after Nintendo reported third-quarter operating income that missed the average Wall Street estimate tracked by Bloomberg.
Switch 2 sold 7.01 million units in the December quarter, beating Bloomberg Consensus estimates, but the operating income of 155.21 billion yen, versus the 180.7 billion expected, raised investor concern.
Trade tariffs, combined with rising component costs, especially the explosion in the price of high-bandwidth memory (HBM), are pressuring thin hardware margins for the electronics company.
Goldman analyst Maho Kamiya warned clients in late Decemeber that concerns about rising memory prices and the absence of top-down...
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03.02.26 - 09:54
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Nintendo′s Quarterly Profit Disappoints (Bloomberg)
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Nintendo Co.'s profit rose a smaller-than-expected 23%, hurt by US tariffs on its Switch 2 console and soaring memory chip prices. After a record-setting summer debut for the flagship console, the Kyoto-based company is grappling with global trade disruptions from US tariffs. Bloomberg Intelligence's Nathan Naidu breaks down the situation....
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02.02.26 - 19:12
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Take-Two und Nintendo: Darauf kommt es bei den Zahlen an (Der Aktionaer)
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Spannung in der Gaming-Branche: Am morgigen Dienstag stehen mit den Bilanzen von Nintendo und Take-Two Interactive für das abgelaufene Quartal zwei richtungsweisende Termine an. Während der japanische Riese dank des phänomenalen Erfolgs der Switch 2 weiter auf Rekordjagd ist, wartet der Markt beim Videospiel-Publisher aus den USA sehnsüchtig auf Updates zum wohl heißesten Spiel des Jahrzehnts: „GTA VI“....
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23.01.26 - 16:12
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic
Well that escalated quickly.
Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory.
Before diving into Chang's note, here's a quick recap of what's unfolded so far:
"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
First Victims Of 'Great Memory Crunch' Emerge As Data Centers Soak Up Global Supply
We've followed the historic price spike for months.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
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