At the risk of sounding like a broken cartridge, I think it’s time for Apple to seriously look at buying Nintendo.
Yes, I’ve been going on about this for years.¹ And yes, major hurdles remain: namely that Nintendo remains a profitable company with seemingly little or no desire to sell.² But come on, it’s starting to make too much sense.
I found myself thinking about this once again last week on the news that Apple was promoting their head of M&A, Adrian Perica, to report directly to Tim Cook. Mark Gurman reads this as an indication that Apple is about to get more serious about larger acquisitions. And he could be right — I’ve been thinking about this myself recently, given the current state of Apple.
But just as important here is something that was announced two weeks ago: Apple Arcade. While the details were light — we don’t know the launch date beyond the fall, nor do we know the price Apple will charge — we do now know that it’s one of the key cogs in Apple’s move towards their services-oriented future.