Nintendo's Super Mario Trailer is its Latest Step Into a Head-to-Head Battle with Disney
Nintendo makes 90% of its revenue from video games and consoles, but by striving to be a giant in theme-parks, movies and merchandise, this might soon change
Nintendo recently released a much-anticipated trailer for its new Super Mario movie:
I wrote a stock-analysis on Nintendo where I argued that the company has a massive potential to create a much needed new revenue stream:
Today, almost 90% of Nintendo’s revenue comes from its video games and consoles. This puts the company at risk of being too reliant on one revenue stream. On top of that, even though the video game industry is growing rapidly, it is a relatively niche part of the entertainment industry as a whole.
I believe that the leadership of Nintendo is aspiring to break out of the gaming industry.
With one of the world’s strongest intellectual properties, including Super Mario, Zelda, Kirby and Animal Crossing just to name a few, it’s not too far fetched to believe that Nintendo can become the next Disney if the company play its cards right.
In fact, the leadership at Nintendo has already started to take on this massive opportunity:
Theme-park galore
Perhaps most notably, Nintendo is aiming straight at Disney with two massive theme parks.
The first is the Super Nintendo World at Universal Studios Japan which opened in March 2021 at a cost of ¥40 billion ($351 million US).
The second is the much larger Super Nintendo World in Universal Studios Hollywood that is scheduled to open early 2023.
Nintendo is already planning its next Super Nintendo world in Orlando, Florida, which as an additional eye-sore to Disney, will likely be located just minutes away from the Walt Disney World Resort in Orlando.
The kick-starter to Nintendo’s Disney-stomping empire: The Super Mario movie
Nintendo knows it needs a big splash to compete with Disney in the theme-park, movie, and merchandise spaces, which is why the company is banking big on a movie with its most famous mascot, Super Mario.
Made by Illumination, the same studio that created Despicable Me and Minions and heavy-hitting actors at the helm, like Chris Pratt as Mario and Jack Black as Bowser, this is Nintendo’s biggest attempt yet to go beyond the gaming market.
If this movie is a box office hit, it can usher in a new era of Nintendo movies, which in turn will allow a much broader audience to find and love the company.
Also, in true Disney fashion, Nintendo can utilize the movies' popularity to exponentially increase its profits by selling more merchandise and increase ticket-sales for its expanding theme park empire.
In regards to the Nintendo stock, I still think its a short-term hold and a long-term buy!






My kids are so excited for the movie. My oldest has a full collection of super Mario toys he plays with. Lots of merch.
I’m getting really tempted.