zeorhymer
Member
Gah. So much information and so little time. They're doing well for this year +13.7% net sales compared to last year.
Presentation
Earnings Release FY2019
Question and Answer Brief
Highlights:
FY2020 Plan:
Games Incoming First Party:
Games Incoming Third Party:
Nintendo recently did a Q and A session for their investors. Here are a few highlights.
Q1: Can we presume you chose to collaborate with Tencent in order to establish a solid base for your business there?
A: Shuntaro Furukawa (President and Representative Director). It is true that "Tencent" has applied for a game console review to launch Nintendo Switch in China. The reason for our collaboration with Tencent is because they hold one of the largest position in China's network communication and game marketplace...We recognize that the Chinese market is vast and attractive, but looking forward, we don't expect our video game business in China to easily expand. The launch timing for Nintendo Switch in China is not yet determined, so nothing in this areas been included in the financial forcast for the current fiscal year (ending March2020).
Q2: The sales target of 20 million units for Switch was not met. So what are you going to do about it?
A: Please understand. It takes time and we're working on it. (This is my TLDR)
Q3: Using sales per hardware unit as a metric.
A: We're no longer using sales per hardware unit as a metric since it doesn't make sense as more hardware gets sold.
Q4: Free Nintendo Switch Online memberships were recently given to Twitch Prime members. What's up with that?
A: We're working on partnerships. We'll get back to you on this.
Q5: Are you going to do cloud gaming or 5G mobile?
A: No plans to do cloud gaming at this time.
Q8: Are we expecting any more mobile games to be released this year?
A: We have a policy to release 2 to 3 mobile titles a year.
Q9: What's the Chinese market like?
A: Chines game market is almost all mobile games and PC games. Dedicated video game market is not much.
Q21: What are you thoughts on a hostile takeover?
A: We have measures in place.....
Presentation
Earnings Release FY2019
Question and Answer Brief
Highlights:
- Switch sold almost 3 million units this quarter compared to 2 million last year's quarter. The Switch sold more than 14 million units for the FY2019.
- Super Smash Bros Ultimate is the most played game on the Switch with 26% of console owners playing it. Mostly men from 20-30 played it first, but as time went on, the demographics of who is playing has increased.
- Software sales for first party games almost hit 60 million units. A 70% increase from FY2018.
- Super Mario Bro U Deluxe sold over 1 million units within 2 weeks of launch. Sold over 2.5 million at the end of March.
- Yoshi's Crafted World is the fastest selling title of the series (no numbers given). High percentage are female players.
- Digital sales have topped $1 billion ending FY2019.
- Over 9.8 million Nintendo Switch Online accounts
- Collaboration with Tencent to release Switch in China
- Dr. Mario World and Mariokart Tour to be released in Summer for mobile
- Closed beta for Mariokart May 21 - June 4
- Launching t-shirt collaboration with UNIQLO
- No E3 plans
FY2020 Plan:
- Pokemon Sword and Shield will be more focused on handheld mode.
- Free DLC for Super Smash Bro Ultimate - adds a Stage Builder/editor
- Update to Mario Tennis Aces
Games Incoming First Party:
- Nintendo Labo Toy-Con 04: VR Kit -- 4/12/2019
- Super Mario Maker 2 -- 6/28/2019
- Dragon Quest Builders 2 -- 7/12/2019
- Fire Emblem: Three Houses -- 7/26/2019
- Astral Chain -- 8/30/2019
- Marvel Ultimate Alliance 3: The Black Order -- Summer
- Daemon X Machina -- Summer
- Dragon Quest XI S: Echoes of an Elusive Age - Definitive Edition -- Fall
- Pokemon Sword and Pokemon Shield -- Late 2019
- Animal Crossing -- 2019
- Luigi's Mantion 3 -- 2019
- Bayonetta 3 -- TBA
- Metroid Prime 4 -- TBA
Games Incoming Third Party:
- Bloodstained: Ritual of the Night
- Crash Team Racing Nitro-Fueled
- Super Dragon Ball Heroes World Mission
- Phoenix Wright: Ace Attorney Trilogy
- Resident Evil Origins Collections
- Resident Evil 4
- Katana Zero
- My friend Pedro
- Hellblade: Senua's Sacrifice
- Team Sonic Racing
- Final Fantasy X/X-2
- Final Fantasy XII The Zodiac Age
- Cuphead
- Super Meat Boy FOrever
- Assassin's Creed III Remastered
- MK 11
Nintendo recently did a Q and A session for their investors. Here are a few highlights.
Q1: Can we presume you chose to collaborate with Tencent in order to establish a solid base for your business there?
A: Shuntaro Furukawa (President and Representative Director). It is true that "Tencent" has applied for a game console review to launch Nintendo Switch in China. The reason for our collaboration with Tencent is because they hold one of the largest position in China's network communication and game marketplace...We recognize that the Chinese market is vast and attractive, but looking forward, we don't expect our video game business in China to easily expand. The launch timing for Nintendo Switch in China is not yet determined, so nothing in this areas been included in the financial forcast for the current fiscal year (ending March2020).
Q2: The sales target of 20 million units for Switch was not met. So what are you going to do about it?
A: Please understand. It takes time and we're working on it. (This is my TLDR)
Q3: Using sales per hardware unit as a metric.
A: We're no longer using sales per hardware unit as a metric since it doesn't make sense as more hardware gets sold.
Q4: Free Nintendo Switch Online memberships were recently given to Twitch Prime members. What's up with that?
A: We're working on partnerships. We'll get back to you on this.
Q5: Are you going to do cloud gaming or 5G mobile?
A: No plans to do cloud gaming at this time.
Q8: Are we expecting any more mobile games to be released this year?
A: We have a policy to release 2 to 3 mobile titles a year.
Q9: What's the Chinese market like?
A: Chines game market is almost all mobile games and PC games. Dedicated video game market is not much.
Q21: What are you thoughts on a hostile takeover?
A: We have measures in place.....
