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Ok.... well...
some of his statements may be confusing, specially those about Sony 1st party titles, Ubisoft titles, Sony launching games for Nintendo, fans that buy games for brand loyalty rather than quality and vice-versa, etc. Let´s simply compact it in one sentence: Sony 1st party games do not sell well and Nintendo 1st party games sell well.

Now let´s focus on the core: the financial situation of gaming companies or divisions. I think it´s clear to anyone that both Nintendo and Sony videogame divisions are doing fairly well. The problem here is the future of the dedicated gaming console market, specially for Nintendo, who doesn´t have any other business units besides gaming right now. Nintendo must carefully think about its next steps: the whole NX funcionality and marketing, its mobile business and brands/franchises expansions.

They have the money to do that, but they don´t have much time.....I hope they took the right decisions