Neil Campling - Northern Trust

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Last quote by Neil Campling

The brand has been reinvigorated and now with that revitalized branding of the licenses, this year and into next year is about pushing on with new differentiated cutting edge tech.feedback
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Apr 27 2017 Nintendo
Neil Campling has been quoted 34 times. The two most recent articles where Neil Campling has been quoted are Nintendo’s comeback is starting to take hold as it forecasts a 121% profit surge this year and Twitter used a story about Wendy's and chicken nuggets to get investors excited about its ad business. Most recently, Neil Campling was quoted as having said, “The brand has been reinvigorated and now with that revitalized branding of the licenses, this year and into next year is about pushing on with new differentiated cutting edge tech.”.
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Neil Campling quotes

The latest generation of IoT appears to require (AI-driven) voice-led OS . Whereas Apple's Siri seems more a function within iOS and OS X perhaps Amazon's Alexa offers the best opportunity to provide an IoT operating system.feedback

Alphabet is more tied to the ad cycles and there is nothing to suspect that Q4 will be strong, but early in the year, expectations are to set conservatively. Perhaps the reason why there is less attraction in January is simply because it is not effected by the western holiday season, but more focused around the Chinese new year in February.feedback

Facebook's biggest quarter of the year tends to be Q4 and on a quarterly basis we are expecting over 20 percent revenue growth for the quarter. Facebook will be a solid performer in the period.feedback

Media companies have been more nervous about getting into collaboration with Apple which is why you have not seen many deals with Apple to create TV deals or content.feedback

It is another example of how the company is looking to monetize away from the traditional gaming platform. I think you are seeing more effort to monetize these great franchises across multiple efforts.feedback

If the world moves to a more nationalistic approach 'made in America, by Americans, for Americans' or 'made in China, by Chinese, for Chinese'? The unwind of these variable conditions will likely impact margins, growth and suppliers exposed to the globalization trend of the last decade. The same will likely make global tech a tougher place to invest in 2017.feedback

Offering a free game with an option to unlock all the available content for just $9.99 will appeal as a pricing point to many. Many successful mobile games, such as 'Clash of Clans' by way of example, have seen an annual spend of over $100/year/gamer. So to set a low incentive (zero to try) and then a low total cost when engaged could set Nintendo on a differentiated path which, ultimately, could be a game changer to address a wider audience.feedback

For unlimited use of 'Super Mario Run' it is the price of a just one month of a Netflix subscription, or one month of Spotify premium or a fraction of a traditional game ASP (average selling price).feedback

I am uber-bullish. I think if the stock is down it's a compelling opportunity to buy into the stock. You now have 1 billion users accessing Facebook only on mobile. Where can you find a large cap growth stock delivering 50 percent plus top line growth every quarter?feedback

I think the principle concern is competitive risk in terms of primarily as Apple is growing through the (Apple) Watch strategy and because Apple is placing a lot of emphasis on the fitness that is seen as a threat to Fitbit.feedback

In memory they are the global leader, and we have heard demand trends are strong, supply is constrained which is good for pricing.feedback

Looking at where the stock trades, it's now looking really cheap, I'm warming up to this.feedback

It is clearly too early to triumph the Switch but it certainly has promise and will provide the latest opportunity to build on Nintendo's resurgent mobile offering. The success of Pokémon Go, as we expected, appears to have led to renewed confidence in fast tracking this new mobile first strategy from Nintendo.feedback

There are clearly many unknowns. These include pricing, the technology hardware and performance, the battery life, the amount of third-party support and the inclusion, or not, of VR (virtual reality) compatibility.feedback

We've had Brexit already and will this lead to Ireland again, they've done it twice before - don't forget the Lisbon Treaty in 2007/2008 - will they again lead to the threats of job cuts in Ireland ... could this lead to another vote on the EU inclusion?feedback

Clearly the company doesn't have a quick fix or back up plan given the search for a new CEO is just starting, but the removal of the CEO we thought would be taken well by the market as a positive first step.feedback

As soon as they reduce marketing, you see revenue growth decline substantially. They haven't got the scale.feedback

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