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Overview of Nintendo's FY 2016 Second Quarter Earnings Release/Briefing on Oct. 26/27
Father_Brain
Banned
Easier said than done, I know, but I would just try to expect nothing until the 26th. At least that's a known event where Nintendo will have to say something about NX.
You will need an oxygen tank for the finale
I think it'd be good to have a lot of positive buzz and excitement around the system when they first announce it, and showing a nice library of games can do that. If rumors about the NX having a super strong first party library are true, they can hopefully still save some surprises for the stretch run.
Bring back the classics
Banned
I think it has to be soon , either during or just before the meeting some things to take into account:-
Superbowl adverts
Pre order
Marketing and general publicity ahead of March release including launch line up, nx concept putting over to potential day one buyers.
Games by 3rd party and rest of 1st party in year one.
Superbowl adverts
Pre order
Marketing and general publicity ahead of March release including launch line up, nx concept putting over to potential day one buyers.
Games by 3rd party and rest of 1st party in year one.
Skittzo0413
Member
There will be questions about it for sure (if they haven't revealed it yet) but I really doubt there will be a big stock drop or big issue if they don't give many details. The majority of their stock movement over the past couple years has been due to mobile announcements/results.
Ah, I'm not an AC fan so figured there was a lot more to it. And zoned out during that part of the ND, sorry. I might be totally wrong then, but at the least I don't think it was confirmed that the AC Direct is about the mobile game.
Oh no, I did exactly the same!
TheMoon
Member
The AC Direct is about the amiibo update for New Leaf first and foremost.
Also, how are you of all people not into AC.
Jurassic Munson
Banned
Whatever Nintendo has is being held close to the vest because it'll be easy to copy. Investing in Nintendo is high risk, but it just might pay off.
Ohh, gotcha, lol. I don't feel as bad about it then, haha. Thank you.
The AC Direct is about the amiibo update for New Leaf first and foremost.
Also, how are you of all people not into AC.
Gotcha, thanks.
I used to love Harvest Moon and AC didn't appeal to me. Then real life came calling and I didn't want any part of sim games. XD
Father_Brain
Banned
For better or worse, even if it's delayed into next FY, I expect their mobile efforts will mitigate much of the damage.
darkstar0155
Member
I haven't played it since it launched and I beat it. I just may have to play this again. Should feel fresh again by now.
Such a depressive thread but that's what it is with Nintendo and how they are doing right now. There's simply nothing exciting to look forward with this company on the short term. It sucks really bad. Sure there's a few games coming and that nostalgia cash-grab that it is the NES Mini but other than that... Looking forward to the "We will not discuss the NX, today" quote on that meeting thing.
Sigh
Yeah, you're going to see big spikes with major announcements like that, but that's because Nintendo's overall viability and profit potential has been relatively static outside of those announcements since the Wii U release. They've had a relatively unsuccessful system with a reasonable amount of first party support (and good software attach rates) ever since launch. There's always been a slow but steady stream of first party games to stem the bleeding and minimize the losses associated with the Wii U and help grow the 3DS. This plan has been outlined in shareholder meetings and that's the "status quo" that we've come to expect.
However, if they don't have news about a new console by the shareholder meeting, that's not going to be true any longer. They have practically no software after holiday '16. They have no clear revenue stream.
There isn't a permanent flow of steady income determined by mobile just yet. It's still early and up in the air. Mini app games fad out. There's only a possibility for them to strike it rich if they outsell a game like Candy Crush. Mario Run will not win the moms that spend day and night on their phones. Pokemon Go will die down during colder climate changes. The only other announced games are Animal Crossing and Fire Emblem. I doubt those will shake the bank to extremes.
chrisPjelly
Member
As much as I'd like to hope Nintendo will mention the NX here to appease investors, you know damn well they can get away with a few more months of secrecy by mentioning the word "mobile" to satiate their interests.
Dark Cloud
Member
Ugh everybody assumed NX would be talked about at E3 prior to Kimishima saying it wouldn't. I don't see the problem.
No, I'm not being pessimistic. That's not how I live my life. If they don't announce it prior to the investors meeting, then that's no sweat off my back.
I can't see them not revealing it so they can do a good talk with investors of how good NX will be for their future. They need BotW to launch with NX and release atleast the same time as the Wii U version or earlier.
I don't get the pessimism either. Just a week or so ago most where saying we would get NX news before the investors meeting and all of a sudden that's changed -for what reason I don't know.
MysteryQuesadilla
Member
So far, this thread has had some of the more reasonable explanations of why they'd be surprised if the NX didn't have at least something put out to the public ahead of the investors meeting.
Surely the only reason for an announcement delay is software not being ready to show off and/or doubts about the release window.
DXB-KNIGHT
Member
I don't think so especially that it'll be presumably launching this fiscal year
They have to announce it at some point. I know just being pessimistic like this seems logical with how long this has taken but going by this logic they'll never announce it.
I have a decent sized backlog and new releases I want but I'm too anxious to play games because of university whereas I can come on GAF in between assignments anxiety-free
Another jab at me for no reason?
I meant a worst case scenario would be a reveal date announced at this event assuming there isn't a reveal before the meeting.
If not I'm hitting the panic button.
This is where they'll delay the announcement.
xDUMPWEEDx
Banned
"We are excited to officially announce our new console, which has been codenamed the NX up until now. I present to you, the Wii U Slim!"
perfectchaos007
Member
We are merging home consoles and handhelds into one entity. Our goal is to eliminate brand confusion. We are proud to announce our new system will be named "NEW Wii U DSi lite XL"
FFS don't be ridiculous!
The investor meeting is in Japan so it'd be LL not XL
lwilliams3
Member
Lol. Those usernames are probably real, too.
That is the only reasonable explanation for a delay, but then again that would not bode well for shareholder confidence. Nintendo has had plenty of time to work on their marketing presentation for whatever the NX actually is, as well as the preliminary software that will launch with it. If the NX is truly not ready for a Spring launch, or for that matter not ready to even be shown at all on or before the briefing, then Nintendo is going to have a potentially sizable issue for fiscal year 2017.
Revised projections to nothing? What does Nintendo have coming beyond Pokemon and Zelda? I don't see how anyone can look at Nintendo's current situation and think they can escape this shareholders meeting without having already disclosed NX information. The Wii U (especially) and 3DS (to a lesser extent) did not receive a graceful, gradual decline of software output.
McHuj
Member
If there's a hypothetical delay, I would think that they would have to say so here.
Jorok Goldblade
Member
Listening to this week's NVC, Jose was floating the idea that they talk about concept for the NX at this briefing, then announce the actual reveal for January.
Herb Alpert
Banned
I've seen big ads for Pokemon Sun and Moon in Paris today. Weeks before release.
I think their plan is to go all out on Pokemon for Christmas, riding the go hype. They'll keep NX for january and a 2 months marketing blitz.
It could be possible that the reception of Pokemon Go made them change their plans.
I hope I'm wrong.
I think their plan is to go all out on Pokemon for Christmas, riding the go hype. They'll keep NX for january and a 2 months marketing blitz.
It could be possible that the reception of Pokemon Go made them change their plans.
I hope I'm wrong.
Pokemon Sun & Moon gets a year of marketing, not even counting the 20th anniversary stuff and Pokemon GO. It'll probably end up selling 13+ million as every new Pokemon Gen does.
The NX, Nintendo's next system that they're staking a majority of their business on... gets 2 months. Dunno 'bout that...
Mostly because Nintendo hasn't revealed the nx or talked about it in the time period that's convenient for these people.
WiiRevolution1
Member
You forget one thing:
Its Nintendo, and they work in mysterious ways.
Anywayz: Don't think it'll get delayed, but if it does I'm scratching my head at everyone saying they'll have nothing. Sure, a weaker year, but Pikmin, Mario Sports, Ever Oasis, Yarn Yoshi, Dragon Quest VIII, Etrian Odyssey V, and Pokemon/Mario Maker/Mario Party this year is still pretty good.
Mario Maker and Mario Sports will be bigger than people are expecting. Especially since the three new sports in the new Mario Sports games aren't developed by Camelot. I expect Yarn Yoshi to be fairly big aswell. Just because its a port doesn't mean it won't sell well.
I still expect NX in March however. I just wish I knew price and launch lineup already.
Screamapillar
Member
If they don't unveil it by the time this conference hits, it ain't coming out in March. You can't realistically unveil and prepare for a launch of a brand new console, one that replaces your handheld and home console division, in only five months. You need more time than that to gauge public reaction to figure out how many units to have ready for launch in each territory. Retailers need more time than that, too. They make set planogram decisions several months in advance.
So, if Nintendo legitimately just isn't ready to unveil the NX yet, and they're not simply holding onto it for competitive reasons, then that's fine. Take as long as you need to get it right. But tell us if March isn't happening. If need be, I will just get BotW on Wii U instead.
So, if Nintendo legitimately just isn't ready to unveil the NX yet, and they're not simply holding onto it for competitive reasons, then that's fine. Take as long as you need to get it right. But tell us if March isn't happening. If need be, I will just get BotW on Wii U instead.
orthodoxy1095
Banned
Wonder what happens to the stock when they announce the NX delay to Q4 2017.
Joelstinton14
Member
Or Operating system not being ready, or at a level that is ready for public use.
The Wii U, X1 both suffered with OS issues at launch and were clearly not finished.
With the NX being a completely new thing, a new start so to speak a lot of work would have to go into the OS, especially with what is expected of game console these days.
Having said that, i don't think the thing is delayed, i'm 90% sure/hopeful/deluded that we will know all about the NX within the next 21 days.
NinjaCoachZ
Member
It'll be interesting to see them report on Pokemon Go's success. Maybe more details on how they'll followup on that?
Pretty much. Pokemon S&M is more important.
orthodoxy1095
Banned
Lmao, yep.
Nope. Nope nope nope nope nope. No
This is not by any means a pretty good year lmfao
This year is pathetic, and if the NX is delayed then it'll be even more pathetic. The lack of communication, the decision to actively avoid any and all NX discussion, and the piss poor PR they've had is all culminating to either mean they have something up their sleeve or what is more likely they don't know what the fuck is going on and are leaving fans in the dark. Again.
All moves they've made so far with doubling down on mobile, capitalizing on amiibo (even though steam has run out), and licensing their IP has been done to appease investors. That's why I always laugh when Nintendo fanboys say "hey at least Nintendo doesn't listen to investors they do what they want." No. No they don't. They've been listening and appeasing invrstors, the only people they don't listen to are you the fans because they know they can get away with anything they decide to do and you'll still buy their products.
It's gotten to the point where the behavior I see some fans give the company is just sad. There is no need to defend a company and every single decision they make. And I'll still get people saying and responding with hypothetical scenarios and things that Nintendo may or may not be doing. Maybe that's enough for you, but for the vast majority of consumers it doesn't cut it. A company that doesn't communicate with consumers and provide a sufficient amount of software and services is something that any other company would get hounded and scrutinized for.
I don't doubt Nintendo's ability to come up with the next big thing and create amazing games, but the way the company operates with its PR, lack of NOA/NOE autonomy, and just how they treat fans is fucking brazy.
I used to be the biggest Nintendo fanboy ever. I still am tbh, I'm gonna be buying this thing day 1 for BOTW, but Christ do not say this year has been pretty good.
Shikamaru Ninja
任天å ã® å¿è
Still holding on to that Pikmin exists for NX theory?
You expect us to believe that Miyamoto said he's working on a Pikmin game and then they reveal a Pikmin game and somehow that game is the game he was working on?
That'd be like if that Star Fox game he hinted that he was working on was actually Star Fox Zero.