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31.03.26 - 06:48
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Apple business units and Nintendo drive Weblink′s optimistic 2H26 outlook (Digitimes)
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Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software, leading to a positive outlook for 2026. President Dave Lin noted that the second half typically outperforms the first, with subsidiary Protrade also seeing improved profits due to rising oil prices....
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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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