Father_Brain
Banned
PSP/Vita forecast downgrade is exactly what I expected, and still absurdly optimistic. Down to 8m in three months?
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Sony Announces Q2 Results
- Thread starter Parmenides
- Start date
3DS is closer to PSP in power than Vita is, and has a much larger userbase.
no you need to check the post that I was replaying to.
OldJadedGamer
Banned
It outsold Monster Hunter?
They may not need masking now but with the WiiU launching and a real 360 price cut soonish while the PS3 price remains high I can them them prepping to mask numbers now so it isn't as obvious later in the year.
I can see Japanese sales basically disappearing for PS3 after WiiU hits the region.
And last year. Wow, almost exactly one year ago. Thread was made on 10/29/11
http://www.neogaf.com/forum/showthread.php?t=450142
What game system do they make?
Captain Tuttle
Member
I didn't mean that, just that PS3 sales are probably a bit disappointing, especially YoY. I don't know for sure though and that's the real point of my comment; hiding information is rarely a good move for investor confidence.
kingkaiser
Member
The disposal of their chemical division let them made an Operating Income of $388 Mio. in Q2. But after the financial write-offs (losses in currency conversion) they made a Net Loss of $198 Mio.
Do you know where they stand overall so far this FY?
zomgbbqftw
Banned
This quarter they have launched a number of high profile, high priced products so it should produce a very strong Q3.
For Q3 Sony will book the Xperia T, Xperia V, PS3-4000, RX1, NEX6, A99 and the HX950 flagship TV (all of these products are high margin).
Sammy Samusu
Member
I think 10M is achievable, they still have two quarters to go and possibly a PSV price cut in early 2013. Also, NPD Nov will be crucial for Vita.
OMG. :lol :lol: :lol
Let's just be clear, here. Without Madden, Vita would have been 45K in September (my estimates). October data is about to come out, and I really don't see the catalysts to drive it back above 50K again.
It will have crawled across the 800K line after eight full months on the market.
I simply don't see sales in the U.S. as being anything but marginally helpful.
KillerMan91
Member
Yes there is. Have you ever wondered why PS3 is available in more markets than X360 or Wii? Because it's easier and cheaper for Sony to bring and sell their consoles in smaller markets as they already have distribution network in those countries because they are global electronics company. It's pretty much given that Sony will continue to sell PS3 longer than MS will X360.
This quarter they have launched a number of high profile, high priced products so it should produce a very strong Q3.
For Q3 Sony will book the Xperia T, Xperia V, PS3-4000, RX1, NEX6, A99 and the HX950 flagship TV (all of these products are high margin).
Thanks, looks like they cna profitable for the FY then, what are they expecting (In $)
zomgbbqftw
Banned
About $250m according to their estimates, our internal estimate at the bank is more bullish but City expectations are lower at break even.
Anything over $100m loss should be considered a good year for the company.
AranhaHunter
Banned
What does that mean? Particularly, "net income attributable to noncontrolling interests"?
A little OT, but I really see PC and SHCAY being forced to merge with someone fairly soon. Maybe even Sony, Toshiba, or Mittsubishi, either that or bankruptcy.
PC 5.19 -0.34 (-6.15%) 12.00B
SHCAY 1.81 -0.31 (-14.62%) 1.98B
If they are going to try to revive it they are doing it now (i.e. games, planned price cuts, planned new SKUs, etc). They said the OS can be easily ported to other devices and I can't help but feel they would need a tablet and phone SKU and go the iOS/android route. The market has shifted significantly in the west and even the 3DS is not setting the world on fire here, even with the great lineup and price it has. What I'm saying is, a couple of revisions down the line and the PSV3000 would have different, more powerful chips and RAM inside of it and would have exclusive games that would not be playable on the launch vita. Much like some games can't be played on the original iphone.
My gut feeling though is that they are gonna let the vita die, slowly.
Thanks
zomgbbqftw
Banned
If any of those companies will merge it will be Sony and Toshiba as their interests don't overlap too much.
Did Sony forecast PS3 for 13m this FY? Or did I dream that? I vividly remember it being 1m lower than what they achieved the previous year which was 14m.
If so, they're already down 1m, why are they expecting to be flat/up over the holidays with a weaker line up and no price cut (last year had one no less) and increased competition. I think it'll fall short of their expectations.
If so, they're already down 1m, why are they expecting to be flat/up over the holidays with a weaker line up and no price cut (last year had one no less) and increased competition. I think it'll fall short of their expectations.
AranhaHunter
Banned
Maybe I'm misunderstanding you but doesn't Sony and Toshiba have pretty much the same interests as Panasonic and Sharp? I.e. user products, TVs, etc?
After I posted that I saw that Sharp has publicly stated that they are considering alliances with other companies and they might not survive on their own.
Tallshortman
Member
Pretty sure they've lumped stuff in before.
Father_Brain
Banned
Doubt it. They'll probably only downgrade it to 8m.
Tallshortman
Member
MS will never have a loss as long as Windows is the OS of choice. It prints money for them.
Bumblebeetuna
Member
Shouldn't the game division be losing money if Sony is prepping PS4? Maybe I am just wrong on that. But when Q1 results came out and the division lost money, people blamed PS4 and Vita.
There was some obvious GAFFER analyst up on their conference call asking about Playstation and fishing for next generation stuff etc. 
The answer was the usual line but he followed up more specifically asking how important it was for Sony to be first to market with a new platform.
The answer was kind of meandering but it was:
So...umm...yeah.
The answer was the usual line but he followed up more specifically asking how important it was for Sony to be first to market with a new platform.
The answer was kind of meandering but it was:
So...umm...yeah.
zomgbbqftw
Banned
Toshiba are bigger in industrial products and semiconductors, their consumer facing side is tiny compared to Sony or Panasonic.
A merger between Sony and Toshiba makes a lot of sense.
Sharp are too stupid to admit their mistakes (selling large screen TVs at commodity prices in the US to gain market share) and since the rest of the Japanese industry told them that they were making a mistake they are going to go bankrupt. The Japanese government will block any proposed merger or capitalisation from China and prefer bankruptcy to selling out corporate and tech secrets with China.
Opus Angelorum
Member
Sony shipped 2,6 Millions units less of PS2/PS3 compared to last year.
Tallshortman
Member
Which most of that can probably be attributed to continuing to decline PS2 sales.
zomgbbqftw
Banned
Man, I'm fluent in management fudging speak, but even I can't get much of anything out of that statement.
Translated:
Yeah, first to market is important, but we're not going to beat MS. We're going to bet on undefined network services instead.
Meaning:
They expect to launch PS4 in 2014, and PSN will be pay to play like XBL.
Where's your proof? In actual fact last Q PS2 was down only 0 - 0.3m YOY. This Q we have no idea.
Tallshortman
Member
I said probably, most of those sales are in traditionally less affluent markets where the PS2 is way more affordable but I would guess Sony is pushing the PS3 more heavily in those markets now. Also, typically older hardware sales increase decline quite rapidly instead of being on a linear slope. Of course you can say the same thing towards the other side of the argument as there is no proof this isn't true.
KAZ lightly touched on some next-gen-y stuff in the Japanese conference too towards the end.
Just talked about how in the mid-term the business model is changing to one where people play games over the internet, and that they acquired Gaikai with a view to that, and that it can be used for existing PS devices as well as other devices.
And how from an R&D expenditure point of view, for future platforms, it's totally different from PS2 and PS3 days where you would make a huge chipset investment - that for the future they will leverage existing technology, and not doing everything from scratch themselves.
So kind of same-old, same-old messaging...but I thought it was interesting he started talking about this in an answer to a question that didn't really have much to do directly with that.
Just talked about how in the mid-term the business model is changing to one where people play games over the internet, and that they acquired Gaikai with a view to that, and that it can be used for existing PS devices as well as other devices.
And how from an R&D expenditure point of view, for future platforms, it's totally different from PS2 and PS3 days where you would make a huge chipset investment - that for the future they will leverage existing technology, and not doing everything from scratch themselves.
So kind of same-old, same-old messaging...but I thought it was interesting he started talking about this in an answer to a question that didn't really have much to do directly with that.
phranctoast
Member
You can always estimate intelligently.
PS2 sales:
July-Sept 2011: 1.2M
Oct-Dec 2011: 0.9M
Jan-Mar: .06M
From here on the PS2 and the PS3 sales were combined.
If we give the PS2 the benefit of the doubt and say the console sold 1M units. That means the PS3 is at 2.5M units this quarter. I highly doubt that the PS2 sold more consoles this quarter than it did last holiday season.
PS2 sales:
July-Sept 2011: 1.2M
Oct-Dec 2011: 0.9M
Jan-Mar: .06M
From here on the PS2 and the PS3 sales were combined.
If we give the PS2 the benefit of the doubt and say the console sold 1M units. That means the PS3 is at 2.5M units this quarter. I highly doubt that the PS2 sold more consoles this quarter than it did last holiday season.
Why not? It did last Q.
OldJadedGamer
Banned
Or PS3. We have no clue as Sony is trying to hide the numbers.
thehypocrite
Member
PS4 confirmed.
Tallshortman
Member
Yes there is no definitive proof, but with a decent profit considering R&D costs of the PS4, I would venture to guess this wouldn't result from a large decline from the more overall profitable console (software sales, PS2 hardware margin is probably quite high even at it's low price).
You really can't take Revenue/Profits as any sort of indication of what is selling what, the amount of products and stuff we don't know about not to mention what actually makes a profit and what makes a loss, it's way more complex than to how you've made it out to be.
phranctoast
Member
It sold more than 1M consoles last quarter? How do you know when the sales were combined with the PS3 last quarter.
Because PS3 was down YOY, did 1.8m last year. 2.8m combined last Q. We have no idea how much PS3 was down either. But PS2 did 1m at the bare minimum.
yurinka
Member
This sounds as PS+ and Gaikai for both PS3, Vita, and PS4.
So PS3 sales haven´t been big enough to prevent the overall decline due to PS2? Just wondering
phranctoast
Member
The PS3 sold 3.7M last year at the same time, and not 1.8.
No it sold 3.7m this Q last year, you were asking about last Q.
Q1 2011 April - June PS3 1.8m, PS2 1.4m
Q1 2012 April - June (last Q, not this one) PS3 + PS2 2.8m combined. PS3 down YOY so 1.8m max, PS2 minimum of 1m.
phranctoast
Member
No. The PS3 is not picking up the slack for the declining PS2 sales. It's selling well, but not as well as the same time last year when it got a $50 price cut in August.
phranctoast
Member
Right. And last quarters numbers are 2.8 combined for both the PS2/Ps3, leading me to ask again, how you know the amount of PS2 or PS3 sales individually.
Sometimes they will say this console or that dropped this percentage, and it could be figured out. I don't recall that.
The quartery numbers show the PS2 on the decline.
Are you being dense?
Christ, we know last Q they were 2.8m combined. We also know because Sony told us last Q PS3 was down YOY, so the max it could have been last Q was 1.8m for PS3, however it could be lower. That leaves 1m+ for PS2. It isn't rocket science ...
zomgbbqftw
Banned
.
If the max PS3 sold last Q was 1.8m (which is was, because it was down YOY) then simple math tells you PS2 was 1m to make it up to the 2.8m combined figure.