Industries
Gaming & Entertainment
All research in Gaming & Entertainment — 2 reports.
50/100
NetEase, Inc. Deep-Dive Research
NetEase is the Chinese internet company most dependent on self-developed games, with about 82% of 2025 revenue coming from games. The current debate sits between a mature cash-flow base supported by USD 24.3 billion of net cash and whether Where Winds Meet and Marvel Rivals can make the overseas second curve real. Research rating Hold: high-quality game cash flow remains steady, but the current price has already partly prepaid delivery from new overseas titles.
50/100
Nintendo (7974.T / NTDOY) Zen Horizon Framework Deep Research
Nintendo is one of the world's strongest gaming IP empires, founded in Kyoto in 1889 as a hanafuda card maker and later becoming one of the three global console pillars alongside Sony PlayStation and Microsoft Xbox after the NES became a worldwide hit in 1985. Its core business is Switch 2 hardware plus first-party software, which together account for 85% of revenue, alongside smartphone games, Switch Online subscriptions, Nintendo films, USJ theme parks, and IP licensing. Research rating Buy: a durable IP moat, cash-generative platform economics, and a conservative FY2027 guide leave meaningful upside from a depressed valuation.