I'll admit that "doing great" is open to interpretation, but my point is that Nissan hasn't "missed the boat" due to conservatism. They've had a nice, reliable EV available for a decade now, and you can go out and buy one today. Maybe they'll fall off the boat due to mistakes made now, but they've been on the boat for quite some time.
Having a nice reliable product available for sale while your competition rolls out superior products and not doing anything about it is pretty much the definition of "missing the boat due to conservatism", no?