PSA Media & Entertainment: Nintendo (774 JT) Switch 2 Delay Reports that the launch of the Switch 2 has been pushed back to Mar 2025 at the earliest may prove unfounded but would become increasingly likely to be true if no announcement is made during the remainder of the quarter. Pelham Smithers discusses the considerably lower impact on FY24 and FY25’s performance, if true.
After two years of flat earnings, Sony should revert to double digit growth. However, the video game business is at an inflection point in terms of profitability. This report looks at just how much the PS5 cycle might be able to drive profitability through FY26.
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