I read it as:CFO's speak to a different audience. Their job is the reassure investors that the company is taking measured actions and are able to flexibly respond to the current situation. His statement was an appropriate way to address future investments during an uncertain period. Wall street just wants to know that the company is being proactive and cautious.
What we know is that a lot of vendors who are working on this project have been temporarily shut down or are having challenges getting materials. Which lines up with everything we're hearing about a year delay. The CFO's statement can exist in the same world and is not contradictory to what we're hearing.
"Good morning, I'm here to reassure you that we will not be recklessly spending money while the economy is uncertain. We do not know the length of time this will occur, thank you"
So basically typical investment stuff you'd expect during uncertain times.
Also, were we ever really convinced about 2023? I always thought it was wishful thinking
Worst case scenario, we all know Nintentoland fits into the Kidzone plot haha