They are back! Ryan O’Connor and Todd Wenning have joined us to give an update on Nintendo. Our video goes online together with Ryan’s latest letter that covers Nintendo in-depth. Check it out here: https://www.dropbox.com/s/941q1a2nb17iwx5/2021_Annual_Letter.pdf
We have discussed the following topics:
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00:38 Introduction
02:15 Nintendo before the Switch release
06:44 What Nintendo has achieved since 2017?
08:30 Active users
14:33 The demographics of Nintendo customers
33:45 Nintendo’s marketing power
38:45 Lego & Nintendo
48:07 Building trust
01:00:30 Return on investment
01:06:13 Community Exclusive: Biggest fear of a Nintendo investor
01:07:00 The Switch selling cycle to existing customers
01:10:30 The developer ecosystem
01:11:29 The “Switch Pro”
01:20:19 Todd’s departure from this episode
01:20:48 Hardware forward and backward compatibility
01:25:59 Nintendo Switch online
01:48:28 Monetization possibilities
02:00:00 Read Ryan’s letter!
02:00:55 A hopeful outlook
02:03:29 Goodbye
02:03:41 Disclaimer
Here you can find the transcript of this conversation:
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