Nintendo, every mention
4 scenes (2025), the whole family · ← back to Nintendo
tap a year for its mentions
every year 2025 anyone Rob Hale 6Ted Seides 2Ryan Batchelor 1Howard Smith 1David Baran 1Aaron Sack 1
Verbatim, from the transcripts: the passages where Nintendo comes up
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 43:37 Rob Hale Probably the place we applied that insight the most, again, in the analog to digital example was at Nintendo. 4 times in the scene
- ▶ 44:18 Rob Hale If they could go from selling 20% of their games through their own eShop to 60 or 70% like Microsoft or PlayStation.
- ▶ 44:26 Rob Hale If they could go from a small percentage of their customers on the Nintendo Switch subscription to the majority of their customers like their competitors.
- ▶ 50:42 Ted Seides Nintendo, which was pulling the same thread, and then Seven and I, which turned into this proxy contest. 2 times in the scene