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Nintendo's Corporate Management Policy Briefing | Feb. 1, 10:00 AM JST

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

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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

Takashi Mochizuki said:
Nintendo corporate strategy meeting in one hour. Tweets when appropriate.
Click to expand...
https://twitter.com/mochi_wsj/status/826583122942709761

Slide presentation and whatnot will be as usual uploaded at https://www.nintendo.co.jp/ir/en/

Where: Usually held at Imperial Hotel Tokyo

conference59s2e.png


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:

WHAT 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 platform’s 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 app’s 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 company’s 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 hasn’t provided updates on for a while. Analysts say they don’t 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.
Click to expand...
Source: https://www.wsj.com/articles/nintendo-earnings-preview-what-to-watch-1485752182
 
B

brochiller

Member
I love when I hear things are in Japan a certain day and I end up being pleasantly surprised that it's actually the night before in my timezone.
 
Eolz

Eolz

Member
Nice, hoping for an interesting powerpoint at least.
Kimishima is no Iwata when it comes to Q&A answers/hints.
 
T

Toparaman

Banned
they're going to announce the higher-end Switch model with cutting edge specs. Please watch my YouTube video for more info. I'm not in denial.
 
M

Maxinas

Member
a set date on when we'll get information on online features would be nice, it's the one thing that has me hesitantly holding onto my switch preorder.
 
R

Rösti

Unconfirmed Member
さて、始まります。今回はニンテンドースイッチの体験コーナーも設けられ盛況でした。初めてHD振動を触った人も多かったようで、皆さん「すごいね」と驚いていた様子。
Click to expand...
Takashi just tweeted the briefing has begun. Seems to be excitement towards HD Rumble.
 
N

Not

Banned
Why is Japanese STILL so hard to automatically translate into legible English via Google or Bing?
 
D

DataGhost

Member
EloquentM said:
Analysts/media are tweeting not nintendo. Also they don't stream because this is meant for investors, not necessarily the public.
Click to expand...

SinCityAssassin said:
THEY aren't tweeting it, reporters are.
Click to expand...

serenewarfare said:
Streaming infrastructure costs money. Would be a waste for a corporate event.
Click to expand...

Lingitiz said:
There's a huge difference in resource requirements between those two things.
Click to expand...


I see. That makes sense. So tweets are really the only way to get info from these events?
 
Q

qko

Member
DataGhost said:
If they're going to tweet it anyway, why not just stream the event?
Click to expand...

Because it's all about graphs and numbers. This is not a hype train event. The biggest surprise that ever comes up at these things are what shows up on the "planned titles for X quarter" announcement that is distributed after the event, and rarely mentioned here.

And Journalists are there live tweeting, not Nintendo.
 
W

WiiRevolution1

Member
Wow thread is dead. Wheres the usual hype for these meetings? We could've had an investor ask the most important question in "WHERE IN THE ACTUAL FUCK IS THE ACTIVITY LOG???" but no hype killed all important news. You people are anti hype. :(
 
K

kuroneko0509

Member
WiiRevolution1 said:
Wow thread is dead. Wheres the usual hype for these meetings? We could've had an investor ask the most important question in "WHERE IN THE ACTUAL FUCK IS THE ACTIVITY LOG???" but no hype killed all important news. You people are anti hype. :(
Click to expand...

ppl no longer anticipate any single tiny thing about nx/switch lol
 
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