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VOICE ARCHIVE

David Gibson

@gibbogame
9 posts
2025-08-02
Will disagree on the game sales and conclusions. Was always going to be slower than Switch 1 as less 1st party games. Nintendo was never going to revise the outlook at 1Q. Company will not have to raise prices as analyst claim.China is 30% of US supply so cutting tariff matters!
2025-08-02 View on X
CNBC

Nintendo Q1: revenue up 132% YoY to ~$3.8B, operating profit up 4.4% to ~$378M; it sold 5.82M Switch 2 units in the first month, more than double the original

Tariffs are pushing prices up but only for the original Switch and Switch 2 accessories, not the Switch 2 itself. @gameoverthirty : My summary of Nintendo's Q1 FYE March 26 investo...

2025-05-22
This is worth the effort to read, shows how Nintendo is focused on being new and surprising people in games but also in movies and theme parks. https://www.ign.com/...
2025-05-22 View on X
IGN

Q&A with legendary game designer Shigeru Miyamoto on Super Nintendo World, redesigning Donkey Kong, growing Pikmin, enhancing games for the Switch 2, and more

“What's important is to be able to create something new.”  —  In May of 2015, Nintendo officially announced plans to partner …

2025-04-19
This is as expected...they can afford the risk of tariffs because of Vietnam production and COGS lower than the market realizes. But Sony has 90%+ from China and price is likely to rise to $999+ while Switch 2 at $449
2025-04-19 View on X
The Verge

Nintendo says Switch 2 preorders will start in the US on April 24, with the price staying at the initially announced $450; prices of accessories will go up

The company delayed its original preorder date in the US. … Nintendo has announced a new date for when Switch 2 preorders will kick off in the US; April 24th.

2024-12-20
Sony increasing their stake from 2% to 10% of Kadokawa and will work more strategically together. No takeover
2024-12-20 View on X
Reuters

Sony buys ~$320M of shares in Japanese media powerhouse Kadokawa, which owns FromSoftware, taking its stake to ~10% and becoming Kadokawa's top shareholder

for now Sal Romano / Gematsu : Sony Group Corporation and Kadokawa Corporation to form strategic capital and business alliance Jordan Middler / Video Games Chronicle : Sony is now ...

Sony increasing their stake from 2% to 10% of Kadokawa and will work more strategically together. No takeover
2024-12-20 View on X
Bloomberg

Sony's shares in Japan surged 50%+ from an August low to reach its new all-time high since 2000 last week, as investors are bullish on its gaming growth in 2025

- Next year ‘one of the greatest’ for video games: Smithers  — M&A and good management boost stock's appeal: Janus Henderson

2022-05-10
Compare that to Nintendo Switch which just shipped 23m but forecasts 21m. Why down when PS5 is forecast to increase significantly? Nintendo = conservative, Nikkei report was 20m so that was too low. I expect Switch to hit 26m by year end. https://twitter.com/...
2022-05-10 View on X
Engadget

Sony reports Q4 gaming revenue rose 4.9% YoY to ~$5.1B; PS5 sales were 2M, reaching 19.3M in total, around 3.1M behind the PS4 at the same point in time

Sony announced that it sold just 2 million PlayStation 5 units last quarter (Q4), bringing its overall total to 19.3 million.

2020-12-10
China 1.3m estimated by Niko versus 2.5m for Asia total in 9 months in 2020. Social app/WeChat connection helps the experience. Wish that was in the west.... https://twitter.com/...
2020-12-10 View on X
Bloomberg

Nintendo Switch, distributed in China by Tencent, has sold an estimated 1.3M+ units in 2020, almost 2x the combined 2020 sales of PS4 and Xbox One in China

Bloomberg : Tweets: @gibbogame , @cvxfreak , @arjunkharpal , and @stealth40k Tweets: David Gibson / @gibbogame : China 1.3m estimated by Niko versus 2.5m for Asia total in 9 month...

2020-09-15
11m PS5 made by Mar 2021 would be the best PS launch ever, sell-through might be 8-9m perhaps but still stronger than expected, plus using airfreight will cost $30 per box extra but retail price of $399/$449 I estimate is what was implied by Sony guidance for the FY https://twitter.com/...
2020-09-15 View on X
Bloomberg

Sources: Sony has cut PS5 production for this fiscal year by 4M units to ~11M, following production issues with its custom-designed SoC

- Low yields of company's custom-designed silicon a bottleneck  — Sony facing aggressive pricing from Microsoft's Xbox team

2020-08-17
Great update about Roblox in this NYT article, young developers making it work, its a real games platform. I think Nintendo should partner with them but they won't. https://www.nytimes.com/...
2020-08-17 View on X
New York Times

RTrack: total active players on Roblox grew ~35% since Feb. to 164M in July, helping many of its 2M+ game developers, some as young as 16, make a lot of money

Kellen Browning / New York Times : Tweets: @kellen_browning , @myzta_ , @tpcarney , @gibbogame , and @ennisnyt Tweets: Kellen Browning / @kellen_browning : Three quarters of all U...