Nintendo's Annual General Meeting - the takeaways

  Рет қаралды 7,350

Nintendo Forecast

Nintendo Forecast

Күн бұрын

Nintendo's Annual General Meeting deep-dive.
AGM info:
www.nintendo.co.jp/ir/en/stoc...
Previous financial meetings:
www.nintendo.co.jp/ir/en/even...
My previous videos:
Directors - • Who are Nintendo's fou...
Nintendo Anniversaries - • Nintendo's new approach?
Nintendo and AI - • Iwata's wisdom still a...
Manufacturing - • Manufacturing the Swit...
Out of print titles - • They're Gone - Unless...
Cash on hand - • Why So Much Cash?
Exchange rate - • Delaying Switch 2 avoi...
00:00 AGM info
06:59 Q&A review
20:33 Financial results

Пікірлер: 83
@thebuckley
@thebuckley Ай бұрын
If the translation is accurate, I believe Mr. Takahashi is talking about improvements in development tools making development more efficient. When hardware is first released, the development tools are typically less capable, and are improved over the lifetime of the console. This is more impactful for Nintendo-developed games, because they tend not to use third-party engines like Unity or UE. For the Switch specifically, since it's Nintendo's current system, the details are covered under an NDA. However, you can look back at the N64 for a good example, as most of those tools have leaked. You can see from release notes of versions during the N64's lifetime that the tools grew to help developers more easily generate code that it turned out that most games on the platform needed. If, for example, Nintendo had 100 teams making games at any one time, there's a lot of cumulative savings to be had if each of those hundreds of teams doesn't have to write near-identical code. But you don't even have to look at examples of Nintendo's proprietary tools to come up with theoretic examples. If they make the compiler twice as fast over the Switch's lifecycle, then developers in 2023-2024 waste half as much time waiting for the compiler as programmers in 2016-2017. Or you could look to a video Masahiro Sakurai did on a plugin for Powerpoint to make editing game values in Powerpoint reflect immediately in the game without the need to recompile. A plugin like this could be bundled with the development tools, allowing every team to gain that time-saving functionality. It doesn't even need to be about code. Graphics and animations are an increasingly long pipeline in game development. The development tools could be improved to make it easier and faster to export from popular 3D modeling software, reduce errors when converting models into formats used by Switch games, and/or reduce polygon count. Again, I'm speaking entirely theoretically here.
@nintendoforecast
@nintendoforecast Ай бұрын
Excellent post - thank you!
@RMarr-uy9hf
@RMarr-uy9hf Ай бұрын
Everybody next Google search : "sakurai PowerPoint"
@RMarr-uy9hf
@RMarr-uy9hf Ай бұрын
Found it ! The name of the video "making your game easy to tune" on Sakurai's channel. And it was an excel add-in ;)
@connorduffus
@connorduffus Ай бұрын
Not enough attention is being brought to how excellent this thumbnail is. Shoulda known that a new Mario meme was born in that trailer.
@Goat0423
@Goat0423 Ай бұрын
Hostile takeover? Gee now who would possibly want to do that who we all know would be a terrible choice given recent layoffs in a never ending race for talent that they have no idea how to use? *Microsoft.*
@jackronesto8182
@jackronesto8182 Ай бұрын
This happened 20 years ago. You’d think they’d learn their lesson eventually.
@connormclernon26
@connormclernon26 Ай бұрын
@@jackronesto8182Nintendo would likely do the same thing they did back then. Microsoft: we’d like to purchase your company, we are willing to pay quite a generous sum for it. Nintendo: Hahahahaa oh wait, you’re serious. Let me laugh even harder! HAAAHAHAHAHAHA!
@Goat0423
@Goat0423 Ай бұрын
They haven’t learned a damn thing, some leaked emails had Phil Spencer saying stuff like Nintendo’s future is off of their own hardware, and, furthermore they’ve been trying to invest stock in them for years. The irony is that if they did get Nintendo like they want, they’d likely immediately destroy it and it would just become another group of dormant IPs Microsoft never uses and just has as Game Pass fodder for the rest of eternity.
@jacobfoxfires9647
@jacobfoxfires9647 Ай бұрын
Microsoft needs to understand that they have been ghosted. Nintendo doesn’t plan on dating them and they let them know this very clearly. But Microsoft is still persistent all these years later.
@jacksonlovesnintendo
@jacksonlovesnintendo Ай бұрын
Man I genuinely despise Microsoft. I wish they would just get out of the gaming industry because all they do is ruin it with anti-consumer practices, monopolize through buyouts of other companies, manufacture narratives for western media, and do hardly anything to innovate or inspire through imagination.
@EnigmaticGentleman
@EnigmaticGentleman Ай бұрын
The development environment comment may refer to games development tools and systems getting more sophisticated as a consoles lifespan progresses, or possibly just games getting more optimized, though to be honest it sounds purposefully vague so i wouldn't put too much stock on it.
@soveliss42
@soveliss42 Ай бұрын
day like 90 of laughing when your outro fades out “and i’ll see you next time, for another nintendo foreca-….” when I rewind 10 seconds and replay, I can hear the end of the word, but I never catch it on the first watch (maybe it’s just me)
@Goolix_Aero
@Goolix_Aero Ай бұрын
It's part of this channel's charm at this point
@M64bros
@M64bros Ай бұрын
I really love how satisfying and enjoyable these breakdown videos are!
@ravenebony2267
@ravenebony2267 Ай бұрын
Agreed 😊
@rossruss6901
@rossruss6901 Ай бұрын
Ngl, I'd love to see if Miyamoto still got it when it comes to making a new IP. So good on the old guy for looking into that and hoping his championing of whatever he is working on is ends more like his campaign for Pikmin and less like his campaign for Star Fox.
@BubblegumSempai
@BubblegumSempai Ай бұрын
Thing is, Miyamoto was given credit for a lot of IPs he didn't create. He didn't come up with the idea for Pikmin, but Nintendo told him to tell the press that he did because they didn't have faith that it would succeed without his name behind it.
@rossruss6901
@rossruss6901 Ай бұрын
@@BubblegumSempai Even if it didn't start as his IP, he clearly grew (pun intended) a liking to it as seen in many interviews with the man.
@collectorscafetcg
@collectorscafetcg Ай бұрын
I love your channel but I miss the quiet Nintendo songs in the background ❤
@nintendoforecast
@nintendoforecast Ай бұрын
They are there, just quieter in response to feedback. I'll play with the levels for future to try and get a good balance.
@malo932
@malo932 Ай бұрын
Is always a pleasure to follow suck interesting videos, that go really deep into arguments that are so complex . Thank you
@cyberrb25
@cyberrb25 Ай бұрын
For reference, Nvidia is also a fabless company. "Fabfulness" is the condition where the company makes the chips in their installations, like Intel (though now they can both do fabless design and fab work for others), Global Foundries and TSMC.
@minecrafter3448
@minecrafter3448 Ай бұрын
6:47 This is the best joke in any of your videos I’ve ever heard
@thepartyoftea
@thepartyoftea Ай бұрын
The development environment probably means the transition from one software to another so to keep morale up they likely have teams who are familiar with the new systems to ease the growing pains of software transition. Which is probably why they grabbed Shiver Entertainment. Nintendo is also known for their good work environment and probably saw the teams frustrations with the transitions between the well known system and programs teams were used to change to the new system and programs required. They probably want to lessen the impact and keep the workflow smooth. Another idea is maybe they're developing a few smaller games such as Kirby Dream Buffet or the new Mario VS Donkey Kong, smaller or medium sized games so teams can learn the tools before moving on to the bigger projects.
@bradbradson4543
@bradbradson4543 Ай бұрын
I love my switch lite, the ergonomic comfort for handheld play is superior to the big model, but there are many games that are just too high res for it. Too zoomed out, text too small. Nintendo hasn't made the effort to get developers to include text large enough for the smaller model, so I think they've sabotaged that model's potential.
@sunxnes
@sunxnes Ай бұрын
Great video as always!
@pikmin4743
@pikmin4743 Ай бұрын
I haven't played my switch in months, but I may play some Pikmin soon
@corey2232
@corey2232 Ай бұрын
Microsoft has literally never tried a hostile takeover of Nintendo, yet comments imply they have. Before MS even decided to make the ORIGINAL Xbox, they sent a couple guys to Japan to have a meeting with Nintendo, hoping to gauge interest in the idea of a collaboration to make Xbox hardware or to be bought out. Nintendo wasn't interested, laughed at the idea, and that was when they decided they'd have to go it on their own. That's it. Their was no attempt to purchase a ton of Nintendo stock out from under them, no internal push from Bill Gates to acquire them, no trying to sink them & money hat away all their 3rd party games (like Sony did to both Sega & Nintendo), etc. It was 25 years ago, nothing came from it, and that was it. Now they actively work with Nintendo, have been for years, even partnered with them to get Cross-Play going, and have 30+ studios they're trying to juggle (some unsuccessfully tbf).
@dibby4316
@dibby4316 Ай бұрын
Have you read the Phil Spencer emails about wanting to acquire Nintendo? They mention that a hostile takeover would not be a favorable move so they’re avoiding it, but are still hoping for an acquisition in the long term. Probably won’t happen unless there is a change in leadership.
@technobladeleakedclips1827
@technobladeleakedclips1827 Ай бұрын
​@@TheMultiYoshihe is correct. Nintendo needs to be under someone elses control, it is incapable of being a good company without serious mandats and oversight
@fishyperil2153
@fishyperil2153 Ай бұрын
@@technobladeleakedclips1827 yeah and Microsoft definitely is, lmao. it's at least 10x worse
@TakisEnjoyer
@TakisEnjoyer Ай бұрын
​@@TheMultiYoshiyeah I don't know why they pretend like Microsoft didn't wanted to do hostile actions, there are so much info even new one about their partners slowly buying Nintendo shares. Tho obviously this plan is probably over seeing how Microsoft can't even handle Bethesda anymore after buying ABK
@echowhosthis
@echowhosthis Ай бұрын
@@technobladeleakedclips1827bro has NOT kept up in the last 7 years 😭
@gmanengineer
@gmanengineer Ай бұрын
Did anyone else catch the Sesame Street reference?
@lonkus3269
@lonkus3269 Ай бұрын
i am dying to see a vid where u go into more detail on the new nintendo pictures company
@SB-ex8nt
@SB-ex8nt Ай бұрын
The what?
@minecrafter3448
@minecrafter3448 Ай бұрын
I concur. The what?
@JohnLattanzio98
@JohnLattanzio98 Ай бұрын
​@@SB-ex8nt it was made for the Mario movie and the Zelda movie
@birdflox1337
@birdflox1337 Ай бұрын
@@JohnLattanzio98 it wasn't, they didn't get any credit for the Mario movie, that was all Illumination.
@birdflox1337
@birdflox1337 Ай бұрын
@@SB-ex8nt you can look it up on Wikipedia, Nintendo Pictures is a studio Nintendo bought out that specializes in CG animation. So far they've only gotten credits on a few Nintendo games like Mario Wonder.
@corey2232
@corey2232 Ай бұрын
Even if the margins weren't as high on the OLED as they were with the OG Switch, they were always sold at a profit since day 1, and both are more popular than the Lite. Without ever having a price drop, there's no doubt the OG Switch hardware from 2017 being sold at $300 a pop is very profitable for hardware. Yes, it got a tiny update to battery life & the chipset (to limit hacking & piracy), but it's gotta be extremely cheap to produce at this point. The PS2 sold 155 - 160 million units but with MANY price drops over time. You could buy a PS2 Slim + a bundled game for $99! We're going on year 8 and still seeing $300 for base Switch. I think that's the main reason they aren't discontinuing it in favor of the OLED. It's too cheap to make while still being sold at launch prices.
@Valoric
@Valoric Ай бұрын
Kinda had a “soft” price cut by Nintendo not adjusting for inflation.
@vi6ddarkking
@vi6ddarkking Ай бұрын
16:33 Likely means improving and the development tools. Nintendo has been talking with Epic about using Unreal on some of their games for example. Or using Cascadeur to greatly speed up animation. games are getting more complex but so are the capability of the tools used to make them.
@TMS-Oddbot
@TMS-Oddbot Ай бұрын
If I were to guess, Switch Lite might not have sold as well as expected, because the Switch is simply not appealing purely from a handheld perspective, especially compared to previous Nintendo offerings. It’s a tablet that you would always worry about dropping or even getting joy-con drift in. The Switch could convert handheld audiences to home console, but absolutely not the other way around.
@TakisEnjoyer
@TakisEnjoyer Ай бұрын
Switch Lite sold amazing to its targeted audience. After transition from Nintendo DS to 3DS the percentage of female players dropped drastically on Nintendo consoles, and first two years of Switch these stats were pretty bad too, but they jumped after the release of Lite, both Doug Bowser and Shuntaro Furukawa talked about how most of the Lite users are women. And if you go to a place like Animal Crossing subreddit, game that was supposed to release with Lite you can see tens of thousands of posts with people playing on Lite. So it worked perfectly fine for them and expanded the audience they were lacking in. I also don't understand where is this notion that Switch is not appealing solely as a handheld when even Nintendo's data suggests that there are more people using it as just handheld than just home console. And something like Doom or Skyrim sold well on Switch exactly because of the portable aspect.
@thierrys85
@thierrys85 Ай бұрын
Oh, my sweet, sweet Advance Wars.
@prognosticii
@prognosticii Ай бұрын
12:17 @Nintendo Forecast I hope you see this. You show data on various mining companies that Nintendo gets its raw material from. I looked at the links you provided and I can not find this page. Do you know where I can access it from?
@nintendoforecast
@nintendoforecast Ай бұрын
Sure - the photograph was actually of the 2022 one but there's a 2023 list now: www.nintendo.co.jp/csr/pdf/smelter_list2023.pdf
@prognosticii
@prognosticii Ай бұрын
@@nintendoforecast UwU :3
@superjumpbros64
@superjumpbros64 Ай бұрын
Mario and Luigi!!!
@Evixyn
@Evixyn Ай бұрын
I consider "Smash Brothers" a mario title as it's name is in the title and plus Jump man is mostly front and center in every box art entry, plus mario has most of the characters on the roster.
@buggy946
@buggy946 Ай бұрын
#NintendoForecast
@HudsonU
@HudsonU Ай бұрын
Just curious, do you have a discord server or twitter account? I would love to join/follow
@nintendoforecast
@nintendoforecast Ай бұрын
I don't currently. Discord is something I'm looking into. Haven't really thought about Twitter. Thanks for asking!
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