[Parmenides]

[1] (*) Worldwide Hardware Unit Sales (Unit: Million)

Console     Ja-Mr'12    Ap-Jn'12    Jl-Sp'12      Oc-Dc'12   (2012 - YTD)
----------------------------------------------------------------------------
PS3/PS2       2.5         2.8         3.5            -           8.8

  360         1.4         1.1         1.7            -           4.2

  Wii         0.88        0.71        0.61           -           2.20
   
----------------------------------------------------------------------------


Handheld    Ja-Mr'12    Ap-Jn'12    Jl-Sp'12      Oc-Dc'12   (2012 - YTD)
----------------------------------------------------------------------------
  3DS         2.10        1.86        3.20           -           7.16

PSV/PSP       0.9         1.4         1.6            -           3.9

  NDS         0.46        0.54        0.44           -           1.44
   
----------------------------------------------------------------------------

(*) Sources: Sony,Nintendo,Microsoft (Sell-in)

[2] SONY - Consolidated Results for the Three Months Ended September 2012 (Millions of U.S. dollars)

Sony Corporation Sales ---> $20,573 Operating Income ---> $388 Net Loss ---> $198 ------------------------------------------- Game Sales ---> $1,899 Operating Income ---> $29

(*) PS Worldwide Unit Sales (Unit: Million)

  Period                Hardware 
-------------------------------------------------------------------------
                  PS2/PS1     PS3/PS2     
  
Dc'94-Mr'00       74.33         -          

Ap'00-Mr'06       128.96        -          

Ap'06-Mr'12         -         118.2        
-------------------------------------------------------------------------
LTD (as of March 31,2012)     321.49 --> (PS1 102.49/PS2 155.1/PS3 63.9) 


            

  Period               Software 
-------------------------------------------------------------------------
                  PS2/PS1     PS3/PS2       

Dc'94-Mr'00       632.9         -       
 
Ap'00-Mr'06       1368.1        -      

Ap'06-Mr'12         -         1086.0    
-------------------------------------------------------------------------
LTD (as of March 31,2012)     3087.00 --> (PS1 962.0/PS2 1530.0/PS3 595.0) 



(*) PS1: Cumulative Production Shipments

(*) PS3/PS2 Worldwide Unit Sales (Unit: Million)

 
Hardware       Ap-Jn     Jl-Sp    Oc-Dc    Ja-Mr      FY       FCT 
--------------------------------------------------------------------
FY 2012/13      2.8       3.5       -        -        6.3      16.0
--------------------------------------------------------------------


Software       Ap-Jn     Jl-Sp    Oc-Dc    Ja-Mr      FY      
--------------------------------------------------------------------
FY 2012/13     20.1       41.4      -        -        61.5        
--------------------------------------------------------------------

(*) PSV/PSP Worldwide Unit Sales (Unit: Million)

 
Hardware       Ap-Jn     Jl-Sp    Oc-Dc    Ja-Mr      FY       FCT
--------------------------------------------------------------------
FY 2012/13      1.4       1.6       -        -        3.0      10.0
--------------------------------------------------------------------

PSP LTD (as of March 31,2012) --> 76.3 



Software       Ap-Jn     Jl-Sp    Oc-Dc    Ja-Mr      FY       
--------------------------------------------------------------------
FY 2012/13      5.8       8.7       -        -        14.5                 
--------------------------------------------------------------------

PSP LTD (as of March 31,2012) --> 330.2

[3] NINTENDO - Consolidated Results for the Six Months Ended September 2012 (in Millions)

Net Sales ---> $2,531 Operating loss ---> $367 Net loss ---> $352

NDS Worldwide Unit Sales (Unit: Million)

Hardware       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY      LTD

FY 2004/05       -        -      2.84     2.43      5.27     5.27

FY 2005/06     1.38     2.19     5.59     2.30      11.46    16.73

FY 2006/07     4.54     5.55     8.79     4.68      23.56    40.29

FY 2007/08     6.98     6.37     11.15    5.81      30.31    70.60   

FY 2008/09     6.94     6.79     11.89    5.56      31.18    101.78

FY 2009/10     5.97     5.73     11.65    3.76      27.11    128.89

FY 2010/11     3.15     3.54     9.01     1.82      17.52    146.42

FY 2011/12     1.44     1.14     2.06     0.46      5.10     151.52

FY 2012/13     0.54     0.44      -        -        0.98     152.50



Software       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY       LTD

FY 2004/05       -        -      5.01     5.48      10.49    10.49

FY 2005/06     5.32     7.98     22.60    14.05     49.95    60.44

FY 2006/07     18.35    24.81    50.64    29.75     123.55   183.98

FY 2007/08     34.26    41.24    71.39    38.73     185.62   369.61   

FY 2008/09     36.59    48.43    78.76    33.53     197.31   566.92

FY 2009/10     29.09    42.06    50.23    30.21     151.59   718.5

FY 2010/11     22.42    32.42    44.15    21.99     120.98   839.48

FY 2011/12     12.13    16.86    22.21    9.62      60.82    900.31

FY 2012/13     8.48     8.82       -        -       17.30    917.61

Wii Worldwide Unit Sales (Unit: Million)

Hardware       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY      LTD

FY 2006/07       -        -      3.19     2.65      5.84     5.84

FY 2007/08     3.43     3.90     6.96     4.32      18.61    24.45   

FY 2008/09     5.17     4.93     10.42    5.43      25.95    50.39

FY 2009/10     2.23     3.53     11.30    3.48      20.53    70.93

FY 2010/11     3.04     1.93     8.75     1.36      15.08    86.01

FY 2011/12     1.56     1.79     5.61     0.88      9.84     95.85

FY 2012/13     0.71     0.61      -        -        1.32     97.18

                 

Software       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY       LTD

FY 2006/07       -        -      17.51    11.33     28.84    28.84

FY 2007/08     15.98    20.99    47.38    35.25     119.60   148.44  

FY 2008/09     40.41    41.00    82.37    40.80     204.58   353.02

FY 2009/10     31.07    45.14    80.43    35.17     191.81   544.83 

FY 2010/11     28.17    37.04    85.33    20.72     171.26   716.09

FY 2011/12     13.44    23.01    52.61    13.31     102.37   818.46 

FY 2012/13     8.47     15.27      -        -       23.74    842.20

3DS Worldwide Unit Sales (Unit: Million)

Hardware       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY     LTD

FY 2010/11       -        -        -      3.61      3.61    3.61

FY 2011/12     0.71     2.36      8.36    2.10      13.53   17.13       

FY 2012/13     1.86     3.20       -       -        5.06    22.19



Software       Ap-Jn    Jl-Sp    Oc-Dc    Ja-Mr      FY     LTD

FY 2010/11       -        -        -      9.43      9.43    9.43

FY 2011/12     4.53     3.60     19.91    7.96      36.00   45.42    

FY 2012/13     7.39     11.64      -       -        19.03   64.45

FY 2012/13 Nintendo Forecast (Unit: Million)

                3DS       NDS      Wii      Wii U
	
Hardware       17.50     2.50     5.00      5.50   

Software       70.0      37.0     50.50     24.00

[4] MICROSOFT - Consolidated Results for the Three Months Ended September 2012 (in Millions)

Microsoft Corporation Sales ---> $16,008 Operating Income ---> $5,308 Net Income ---> $4,466 ------------------------------------------------------------------- Entertainment and Devices Division Sales ---> $1,946 Operating Income ---> $19

Xbox 360 Worldwide Hardware Unit Sales (Unit:Million)

  FY          Jl-Sp    Oc-Dc    Ja-Mr    Ap-Jn     FY       LTD

2005/06        -        1.5      1.7      1.8      5.0      5.0

2006/07        1.0      4.4      0.5      0.7      6.6      11.6    

2007/08        1.8      4.3      1.3      1.3      8.7      20.3    

2008/09        2.2      6.0      1.7      1.2      11.2     31.5     

2009/10        2.1      5.2      1.5      1.5      10.3     41.8

2010/11        2.8      6.3      2.7      1.7      13.7     55.3 

2011/12        2.3      8.2      1.4      1.1      13.0     68.3

2012/13        1.7       -        -        -       1.7      70.0

[EloquentM]

I know they didn't just put ps2 and ps3 together (same goes for handhelds)

[NFreak]

Great, they lumped PSP and Vita numbers together..... I want actual Vita sales dammit :/

[AranhaHunter]

Someone explain this to me:

Operating Income ---> $388 Income before income taxes - $252 Net Loss ---> $198

I understand the difference between operating income and income before taxes, what I don't get is how you can go from +$252 million before taxes to negative $198 million after taxes. Do they really pay that much in taxes? I was under the impression that tax is really lenient on corporations, like 15%.

[-Pyromaniac-]

Great, they lumped PSP and Vita numbers together..... I want actual Vita sales dammit :/

it's the total minus zero for psp sales. Rest are vitas.

[Kazerei]

Game business $29 million operating income. Just in the black!

[AniHawk]

they're lumping hardware into bundles now? that's always a big sign of confidence.

[Jaruru]

I know they didn't just put ps2 and ps3 together (same goes for handhelds)

psp2 coming soon cause psv never happens

[nhlducks35]

Someone explain this to me: I understand the difference between operating income and income before taxes, what I don't get is how you can go from +$252 million before taxes to negative $198 million after taxes. Do they really pay that much in taxes? I was under the impression that tax is really lenient on corporations, like 15%.

Depends on the corporation. I know Apple pays 25% in corporate taxes...

[FantasticMrFoxdie]

it's the total minus zero for psp sales. Rest are vitas.

:lol damn you pyro

[NateDrake]

Even lumping PSP/PSVita sales together the number is still shameful.

[Anth0ny]

Lumping Vita/PSP sales together is hilarious.

[NBtoaster]

they're lumping hardware into bundles now? that's always a big sign of confidence.

They've been doing that for a while.

[terrisus]

Someone explain this to me: I understand the difference between operating income and income before taxes, what I don't get is how you can go from +$252 million before taxes to negative $198 million after taxes. Do they really pay that much in taxes? I was under the impression that tax is really lenient on corporations, like 15%.

Wasn't this one of those quarters where they were doing some sort of accounting tax adjustment sort of thing or something to that effect?

And, they've done the grouping of systems before - but then, so has Nintendo, in particular back when the DS came out and GBA and DS got grouped together, which was silly. So, not unprecedented with that.

But, no matter how they divide things (grouping PSP and Vita while splitting apart DS and 3DS), doesn't make the handheld situation look any better for them.

[Oersted]

On Sony results you learn more about the Nintendo handheld sales than about the Sony ones.

[lunchwithyuzo]

they're lumping hardware into bundles now? that's always a big sign of confidence.

It's like sales results with four breasts.

[jman2050]

I wonder how much of that 8.7 million for software are PSP games.

[I NEED SCISSORS]

Sony, your campaign seems to have the momentum of a runaway freight train. Why are you so popular?

[Randolph Freelander]

PlayStation family.

[StreetsAhead]

Did they revise the 10m PSP/PSV forecast?

[OldJadedGamer]

I know they didn't just put ps2 and ps3 together (same goes for handhelds)

Yup. No reason for it really.

[jman2050]

Did they revise the 10m PSP/PSV forecast?

Pretty sure that forecast was 12m.

[StreetsAhead]

Pretty sure that forecast was 12m.

Did they revise the PSP/PSV 12m forecast?

Because that shit looks crazy right now.

[Orca]

PS2/PS3 numbers combined? PSP/Vita numbers combined? Going by the numbers from last year, when they weren't combined, totals are down considerably.

[Nessus]

DS has done almost a billion in software sales. That seems like it should be impressive.

[Smiles and Cries]

I know they didn't just put ps2 and ps3 together (same goes for handhelds)

I am not sure why they did this? But it just makes me walk away shaking my head

[NBtoaster]

Did they revise the 10m PSP/PSV forecast?

edit: oh it was 12 million before? Says 10 million now.

[bigtroyjon]

"Vita selling as expected"

Forecasts get lowered each quarter

[MrCunningham]

It's like sales results with four breasts.

Vita= A cup
PSP= C cup

Those are some pretty lopsided breasts. :p

[tnaden]

edit: oh it was 12 million before? Says 10 million now.

So they are expecting to sell 7 million "PSP/Vita" in the second half of the year. Right.

Hardware       Ap-Jn     Jl-Sp    Oc-Dc    Ja-Mr      FY       FCT
--------------------------------------------------------------------
FY 2012/13      1.4       1.6       -        -        3.0      10.0
--------------------------------------------------------------------

EDIT: I'm tired.

[Orca]

Next quarter they'll be down to one column - PS1/PS2/PS3/PSP/PSV

If numbers are bad enough, maybe they'll add in all those PS Mobile enabled phones as well.

[terrisus]

Next quarter they'll be down to one column - PS1/PS2/PS3/PSP/PSV

"Playstation family of gaming systems."
They do that in NPD threads anyway, may as well share the fun with their investors.

[Syphon Filter]

what is the total hardware sale for ps3?

[AniHawk]

[STRIKE]They're expecting the sales of PSP/Vita to double compared to the first half of the financial year.

it's just a little airborne

[Last Hearth]

So according to this, as of March '12, 360 was a 67.2 Million and PS3 was at 63.9 million. A difference of 3.3 million.

[Baconsammy]

So of the 3 companies only Microsoft had a net gain? For some reason I thought they had a loss as well.

[NBtoaster]

what is the total hardware sale for ps3?

63.9 million + (6.3 million - PS2 numbers).

(not actual sales obviously; sell-in numbers)

[Oersted]

Did they revise the PSP/PSV 12m forecast? Because that shit looks crazy right now.

Actually, the foreast for Vita and PSP was once 16m, split as 10 million Vitas and 6 million PSPs.

http://www.siliconera.com/2012/08/02...ales-forecast/

[Orca]

I believe I have this right, but it's quite late and I have a baby on my lap.


This year:

Console     Ja-Mr'12    Ap-Jn'12    Jl-Sp'12      Oc-Dc'12   (2012 - YTD)
----------------------------------------------------------------------------
PS3/PS2       2.5         2.8         3.5            -           8.8

Last year:

Console     Ja-Mr'11    Ap-Jn'11    Jl-Sp'11      Oc-Dc'11   (2011 - YTD)
----------------------------------------------------------------------------
PS3           2.1          1.8         3.7            -           7.6      
PS2           1.2          1.4         1.2            -           3.8

A shortfall of 2.6 million units

[EloquentM]

Sony please don't make me pay a bloated price for the ps4. Please.

[lunchwithyuzo]

So their handheld forecast was revised down again (16m to 12m to 10m)? I wonder what they'll revise down to next quarter?

Was the console forecast always 16m? Seems pretty high given the sellthrough we've seen so far this year?

[chandoog]

Between the lack of divulging NPD numbers and now lumping hardware into groups, I don't get why Sony is so afraid / shamed to show PS3 or PSVita numbers.

[scytheavatar]

Someone explain this to me: I understand the difference between operating income and income before taxes, what I don't get is how you can go from +$252 million before taxes to negative $198 million after taxes. Do they really pay that much in taxes? I was under the impression that tax is really lenient on corporations, like 15%.

Japan has one of the highest corporate tax rates in the world. 40.69% according to wikipedia.

[bigtroyjon]

Keep spending that cash Kaz.

Sony excluding financial services now has $5.5 billion in cash/cash equivalent and $11 billion in long term debt.

About at the point where shareholders are going to be much better off if Sony just becomes a finance company and sells everything else off. Share price would probably triple over night if they announced that tomorrow.

[Mindlog]

Reading around.
Bloomberg

The net loss totaled 15.5 billion yen ($194 million) in the three months ended Sept. 30, compared with a net loss of 27 billion yen a year earlier, the Tokyo-based company said in a statement today. That compared with the 15.6 billion-yen average profit of three analyst estimates compiled by Bloomberg. Sony maintained its full-year profit forecast of 20 billion yen while cutting its sales estimate.

Didn't realize some analysts were expecting a profit this quarter.

[AranhaHunter]

Japan has one of the highest corporate tax rates in the world. 40.69% according to wikipedia.

Crazy, but that still doesn't explain going from +$252 million to -$192 million.

[scytheavatar]

Reading around. Bloomberg Didn't realize some analysts were expecting a profit this quarter.

Sony sold their chemicals business to the state for 58 billion yen (essentially the state is bailing them out), so them making a profit means less than you think.

[MeBecomingI]

Unless I am reading it wrong, I'm not seeing a loss for the game division, which is great news. Sony as a whole is still in a ditch, though they seem to be very slowly trying to climb out; SCE doesn't seem that bad, at least. Hopefully they can start getting things in order soon around the rest of the company. Keep going, Kaz. It certainly won't happen over night, given the ditch that previous management dug the company into, but hopefully it will happen. Good for consumers if they do.

I won't get all bothered about them putting the PS2 and PS3 together. Seems understandable to me, given they are still selling the PS2 with the PS3, so it makes sense they would put the two together under one banner. Dropping the handhelds numbers are disconcerting, that is for sure.

[itsgreen]

Ah I see they tried to hide he poor performing ps2 sales by piggybacking on the ps3 sales...

[bigtroyjon]

Sony please don't make me pay a bloated price for the ps4. Please.

Gonna happen, at least bloated compared to the 720 if they launch at the same time with similar specs.

A delayed launch would allow them to get costs down a bit first and they should be able to have price parity at that point. Probably is whats going to happen. A lot less riskier than trying to launch at the same time, at a potentially higher cost.