With how little Nintendo has announced in the pipeline past Holidays 2016 I don't see how they can go into this shareholders meeting without the NX to talk about. Their performance is probably going to be underwhelming especially given the hype (unfounded as it relates to Nintendo's revenue) around Pokemon Go. Without something to point to in the near future as a major revenue source, their stock is going to tank. Yeah Pokemon is gonna sell like gangbusters, but that's one game, not a sustained plan.
I expected a system reveal, some info about Zelda and some third party ports in October, and a generic 1H 2017 release window with more info on pricing, release date, and the inevitable up-ports (e.g. Pokemon, Splatoon, etc.) in early 2017 so that it doesn't impact holiday sales numbers. I think the potential to double dip on Pokemon Sun/Moon or to make the third game for the generation an NX release window game is strong.