R
Rösti
Unconfirmed Member
Presentation slides
Japanese: https://www.nintendo.co.jp/ir/pdf/2017/170201_2.pdf
English: https://www.nintendo.co.jp/ir/pdf/2017/170201_2e.pdf
Q&A Transcript
Japanese: https://www.nintendo.co.jp/ir/pdf/2017/170203.pdf
What: Nintendo's FY 2016 Corporate Management Policy Briefing / Nine Months Financial Results Briefing
When: February 1, 10:00 AM JST / January 31, 05:00 PM PST
How: Usually no live stream, but people will be tweeting
Slide presentation and whatnot will be as usual uploaded at https://www.nintendo.co.jp/ir/en/
Where: Usually held at Imperial Hotel Tokyo
Tatsumi Kimishima, president of Nintendo Co., speaking during the most recent Corporate Management Policy Briefing in Tokyo, Japan, on Thursday, Oct. 29, 2015.
Takashi Mochizuki of Wall Street Journal has provided an article on What to Watch regarding the briefing:
Japanese: https://www.nintendo.co.jp/ir/pdf/2017/170201_2.pdf
English: https://www.nintendo.co.jp/ir/pdf/2017/170201_2e.pdf
Q&A Transcript
Japanese: https://www.nintendo.co.jp/ir/pdf/2017/170203.pdf
What: Nintendo's FY 2016 Corporate Management Policy Briefing / Nine Months Financial Results Briefing
When: February 1, 10:00 AM JST / January 31, 05:00 PM PST
How: Usually no live stream, but people will be tweeting
https://twitter.com/mochi_wsj/status/826583122942709761Takashi Mochizuki said:Nintendo corporate strategy meeting in one hour. Tweets when appropriate.
Slide presentation and whatnot will be as usual uploaded at https://www.nintendo.co.jp/ir/en/
Where: Usually held at Imperial Hotel Tokyo
Tatsumi Kimishima, president of Nintendo Co., speaking during the most recent Corporate Management Policy Briefing in Tokyo, Japan, on Thursday, Oct. 29, 2015.
Takashi Mochizuki of Wall Street Journal has provided an article on What to Watch regarding the briefing:
Source: https://www.wsj.com/articles/nintendo-earnings-preview-what-to-watch-1485752182WHAT TO WATCH:
SWITCH FORECAST: Nintendo starts a sink-or-swim challenge with its new hand-held hybrid console Switch on March 3, and it initially estimated it would ship two million units in the month. Analysts believe Nintendo would upgrade the figure to better reflect solid preorder status. For the platforms long-run success, Nintendo should ship at least 2.5 million units in March but ideally more than three million of them, analysts say.
COINS MARIO COLLECTED: Nintendo released the Super Mario Run smartphone game in December, which is free to download but costs $10 to unlock all its features. Analysts expect the apps revenue contribution to be small especially because the release was just for Apple Inc.s iOS devices and the game received poor reviews. One thing to compare with is Pokémon Go, a successful smartphone game that gives Nintendo revenues through an affiliate that was in charge of making the app. In the July-September quarter, Nintendo gained ¥12 billion from Pokémon-related sales.
POKÉMON AND 3DS: Nintendo said it shipped more than 10 million copies of new Pokémon games for the 3DS hand-held in the first batch when the games were released in November, and outside data show Pokémon helped prop up sales of the 3DS, the popular but aging platform. Analysts will look at the latest data to see if the momentum was strong enough to offset the lackluster sales on the console side because Nintendo largely discontinued production of the Wii U, the unpopular system soon to be replaced by the Switch.
EXCHANGE RATE: Nintendo earns the majority of revenue outside Japan and holds a lot of cash holdings in the dollar end euro, making the companys bottom line vulnerable to foreign-exchange market fluctuations when closing its books. Analysts say the third quarter was kind to Nintendo because the yen was weaker overall.
SURPRISES: Nintendo chief Tatsumi Kimishima may provide surprises, including smartphone game titles for the next fiscal year starting in April, an estimate of how many Switch console it hopes to sell in the coming fiscal period, or perhaps something on its quality-of-life project that Nintendo hasnt provided updates on for a while. Analysts say they dont expect Nintendo to elaborate much on what they plan to do in April and onward because the company will first focus on the March launch of the Switch.