The Software Shift: Beyond The Console Price Hike
Nintendo is increasing the price of its Switch consoles, a move that could shift consumer spending from hardware to software. This creates a potential opportunity for video game publishers and digital entertainment platforms.
Your Basket's Financial Footprint
Interpretation of the basket's market capitalisation and concise investor guidance consistent with FCA rules.
- Large-cap dominance generally implies lower volatility and more stable returns, aligning closer with broad-market performance.
- Use as a core portfolio holding for diversification, not as a short-term speculative position.
- Likely to deliver steady long-term appreciation rather than explosive short-term gains.
EA: $50.01B
TTWO: $48.01B
GME: $10.21B
- Other
About This Group of Stocks
Our Expert Thinking
Nintendo's unusual price increase for its ageing Switch console could trigger a shift in consumer spending patterns. As hardware becomes more expensive, gamers may redirect their budgets towards software and digital content, creating opportunities for publishers and platforms in the gaming ecosystem.
What You Need to Know
This group focuses on companies positioned to benefit from potential changes in gaming spending habits. It includes major video game publishers, digital distribution platforms, and developers specialising in in-game content - all areas that could see increased revenue as hardware costs rise.
Why These Stocks
These companies were handpicked by professional analysts based on their exposure to the gaming software ecosystem. They represent firms that could directly benefit if consumers shift their discretionary spending from expensive hardware to games and digital experiences.
Why You'll Want to Watch These Stocks
Gaming's New Economics
Nintendo's price hike signals a shift in the gaming industry's value chain. As hardware becomes pricier, software companies could capture more of consumers' gaming budgets.
Digital Revenue Boost
When console prices rise, gamers often spend more on digital content and in-game purchases. These companies are perfectly positioned to benefit from that trend.
Market Timing Opportunity
This shift is happening right now, ahead of the Switch 2 launch. Early positioning in software-focused gaming stocks could capture this emerging trend.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Automotive Semiconductor Gap Explained | Market Shift
A major semiconductor supplier's export ban from China is halting vehicle production, creating a potential opening for other chip manufacturers. This theme identifies alternative semiconductor companies poised to fill the critical supply gap for the automotive industry.
Brazil Smart Farming Tech Investment Basket 2025
As Brazil solidifies its role as a global agricultural leader, advanced technologies are unlocking new levels of productivity and sustainability for its farms. This basket offers exposure to the US and EU-listed companies providing the essential hardware, software, and data analytics driving this transformation.
Weight-Loss Drug M&A: Valuation Risk Concerns
Novo Nordisk's superior bid for Metsera has ignited a bidding war with Pfizer, highlighting the intense M&A activity in the obesity drug market. This theme focuses on other biotech companies with promising weight-loss therapies that could become the next acquisition targets.