Goodtwin
Koopa
What's your read if May investor meeting comes and goes without a mention at all?
Forecast of just Switch and Switch software can't be too promising to investors, I'm curious if there would be much fallout if Nintendo is still silent on future hardware. It just feels like we have been in this cycle of setting deadlines on when things have to happen for so long.
Let me be clear, while it is my expectation, I still chalk this up as a probability rather than a certainty. My expectation if Nintendo does not announce it prior or at the investors meeting (which a casual mention similar to 2015 is possible), Nintendo will be bombarded with questions concerning the future and specifically when they can expect new hardware. Even though Nintendo has fielded some questions concerning next gen hardware in the past, this will be the first year where they will be forecasting a significant decline in sales. Nintendo has been able to sell around 20 million units per year for quite a few years, and while the 2024 fiscal year saw a decline to around 15 million units, the writing is on the wall for another notable drop for fiscal 2025, likely around 10 million units. In the span of 2 years, they went from selling 20 million units to about half that, so its fair to ask hard questions that pertain to the decline of their primary business, videogame hardware and software sales. Its true that even with lower sales Nintendo is still a healthy company and will remain profitable, but for investors who get paid out based on profits, seeing a steady rate of decline with no vision of the future being given, it would be fair to see a sell off happen that will cause a decline in share pricing.
Before the news broke about an internal delay to early 2025, I was fully expecting a nice teaser trailer in March, something similar to the October 2016 trailer. As it stands now, I am expecting a simple PR statement with a name and release of March 2025 with more details to come at a later date. I know June has been thrown around a lot, but if its coming in March 2025, the whole year is basically wide open as a possibility.