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WSJ: Sony Earnings: What to Watch

wapplew

Member
Why do people think Switch and Scorpio are going to stall PS4 demand? The two former devices can do their own thing without impeding PS4. Especially Switch. Besides, the PS4 has a far larger market than either device and it has big software (Spider-Man, God of War) in the pipeline. That train isn't stopping.

Scorpio have best multiplat and play anywhere; Switch have best exclusive and console on the go; Scorpio impact western market, Switch impact Japan and western market.
It's going to stall PS4 demand.
 
Scorpio have best multiplat and play anywhere; Switch have best exclusive and console on the go; Scorpio impact western market, Switch impact Japan and western market.
It's going to stall PS4 demand.
meh, I'm calling bollocks...

$199 PS4 and I seriously doubt sales will slow down at all.

Scorpio is going to do what 1-2 million at launch? It's selling to people that already have an Xbox, majority of the audience doesn't care about 4k yet. Switch's whole thing is Nintendo games and playing on the go, it's dominance in Japan is kinda irrelevant since that's such a small part of PS4's user base in the first place.

Disagree, I don't see any stall happening, especially with a cheap PS4, wishful thinking maybe lol.
 
He's not wrong, tbh. Sony getting squeezed from both ends. We'll see if there's any noticeable impact or not from it.

Price will determine the victor. Support from 3rd parties will determine the victor. There's no guarantee a beefier Xbox will help it in regions it was utterly rejected in and Nintendo has yet to prove it has more than anxious Nintendo games clamoring for their system
 

legend166

Member
Then it's probably whatever losses they incurred which affected their net income. According to their last quarterly report, they had losses in their Components and Pictures(Movies) part of their business.

Huh, that's operating expenses too, unless we're talking about taxes, debt or depreciation.
 
He's not wrong, tbh. Sony getting squeezed from both ends. We'll see if there's any noticeable impact or not from it.
That's the whole point? He is wrong if there's not a noticeable impact. No one is denying more attention will finally be on the competition, brand new consoles lol. But, this same rhetoric was said about X1s, how it's reversed everything in the west and it's a sustained thing.

Results? The lead X1s gained with those NPD winning months is practically erased now? Other things are so much more important than forum hype and momentum.

- Price
- Marketing
- Software
- etc...

I think its way more reasonable to say all three will be pretty successful because they are all targeting fairly different gamers. I don't see much overlap with PS4/Swtch especially, it's a great companion system to the twin HD consoles.
 

Inuhanyou

Believes Dragon Quest is a franchise managed by Sony
Scorpio have best multiplat and play anywhere; Switch have best exclusive and console on the go; Scorpio impact western market, Switch impact Japan and western market.
It's going to stall PS4 demand.

I think if one cared about xbox ecosystem before this, having power is only going to marginally matter in the places Xbox traditionally does well and those it sells to will be to a smaller segment of relapsed Xbox owners or those who are upgrading from Xbox 1. Switch will matter in Japan and sell well globally, but cannibalizing PS4 sales is probably unlikely considering they are two different markets.
 

cheesekao

Member
I expect PS4 sales this year to be within the same ballpark as last year. Last year's holiday lineup was, generally speaking, not as good as 2015's which resulted in a drop in US console sales. However, 2016 has also proven that WW sales are nothing to scoff at as it managed to offset the decline in US sales and resulted in a YOY increase in WW PS4 sales.

PS4 sales may experience a natural decline before the holiday season but this year we have Destiny 2, RDR2 and Battlefront 2 which are guaranteed console sellers.
 

ggx2ac

Member
Huh, that's operating expenses too, unless we're talking about taxes, debt or depreciation.

It's probably along this page if you look at their last quarter earnings.

C-Tm8RwUwAEISqQ.jpg
 
I don't really think Sony needs to counteract Scorpio or Switch with anything beyond what they have honstly...

More software maybe? They already have contracts in place for every major game through this year for marketing rights, the momentum and the software sales driving them as well.

Your on the money.

Let's face it, when it comes to the holidays, it's Sony that's in the position to lose it with some huge fuck up.They already tied in the biggest games in the industry with their platform thanks to exclusive marketing deals and dlc. Most of not (hopefully) all of them are slated to come this year.

I disagree with the analysis sales have passed their peak simply due to the fact some of their biggest ips have not yet been released on the PS4. GT, GoW and TLOU are system sellers.

Cod has finally returned to its WW2 roots after more then half a decade, which will drive up consumer interest in a big way.

Destiny 1 shifted units and is one of the biggest, if not biggest, franchises this gen. Desiny 2 will move a ton of units for ps just as D1 did, this time around however the anticipation I dare say will be much higher and the thirst that much more real, from all segments from the market.

Battlefront 2 is tied to the biggest fucking sci-fi ip ever, an ip that has made well over a bil, or two, at the B.O within a few years and is coming out with an incredibly anticipated film. It'll basically print money for Sony whilst shifting a shitton of units.

Let's also not factor out the spectre that is RDR2. It's the game coming out of the team that has made one of the best selling games of all time and already has been proven to shift copies and consoles years after it has been released. The first one sold over 10 million copies without the breath and focus of the new deal Sony struck with R*. If it hits this year, Sony has holiday sales win in the bag. Only thing that can countertact this is a switch Pokemon release.

I haven't mentioned Spider-Man, simply because there is no confirmation or rumour it'll be out this year. But yeah, it's spidey, it's the one marvel super hero that's more popular, still even after all those huge films, then iron man and cap, sells the most mercy too. Or is considered to be one of the top. Marvel is red hot in popularity and profit and will be for some time. having an exclusive game will make consoles fly of the shelves.

Some of said that the games I mentioned above are multi platform, that's true but that won't matter much, consumers will virtually see the PS logo front, left and centre on tons of marketing material across all types of media for the biggest games this holiday. Average Joe will just think de facto platform to play it on. It worked for D1 and Battlefront, and to a decent extent cod too.

One important thing posters are missing in this thread is some has something to other 2 consoles makers don't have, price flexibility. They can price the PS4 slim, and even the PS4 pro, at must have, not to be missed prices. Like they did this year with horizon PS4 slim bundle in the uk. Ice white PS4 slim, 2 controllers and a copy of horizon was just £200. Insanity. Sony will do even better deals this holiday thanks to the ever cheaper costs to manufacture the cost of the slim and pro, and vr headset. They can price the pro this year to mainstream price and get that mass casual 200$ price point with the slim. All this with very attractive games bundled in. Yes yes ms can do the same, but they did this last year with absolutely fantastic deals and still lost.

Only 2 things can stand in the way of Sony netting holiday 2017, switch getting Pokemon out this year and/or ms spending more then we have ever seen a company do getting both home grown exclusives and 3rd party exclusives ot dlc out this holiday. We have had no reports ms is doing what I mentioned.

I simply don't see how anyone else but Sony, with the games and hw they have, can win this holiday. They have out ninja'ed the other two for the prime position. The peak will, I reckon, be reached this year.
 

watdaeff4

Member
Frankly, if it's a shtick, it's getting old.



I'm starting to believe that too, because if you are in character 100% of the time, it might as well be who you are.

I think it's a shtick.

As far as the getting old part, eh, it's no different than a lot of the other shticks that are around here. There are actually a lot worse.

OT- Scorpio will barely make a dent in PS4 sales IMO. Switch? Maaaybe. But too early to tell.

I do think we might have hit the peak of PS4 sales (meaning the annual YoY sales will flatten or decrease) but that is just part of the normal tech cycle and market saturation.
 

Principate

Saint Titanfall
Scorpio have best multiplat and play anywhere; Switch have best exclusive and console on the go; Scorpio impact western market, Switch impact Japan and western market.
It's going to stall PS4 demand.
Sony's sales in Japan are extremely minor relatively there's almost nothing to impact. Christmas dollars being Christmas dollars will be the biggest impact switch has if any as there will be 3 reasonably popular consoles to choose from and while it won't have the western 3rd party games Nintendo does best during Christmas comparitively to the rest of their year. But in general yeah not much impact.
 
Half of your list is multiplatform, one is a spinoff and one has huge competition with Forza 7 this year, which has been taking the crown for years with awards/GOTYs. And it will be a 4k60FPS showcase with room to spare, to boot.

Really looking forward to Spidey, however.

Ps4 has all the marketing exclusives with those multiplatform games, That spinoff is to a really good and popular Franchise. Forza isn't nearly as big a Franchise as GT and how much is that 4K 60 fps going to cost? It's also probably releasing for PC also. If you are expecting that everyone will all of a sudden run and splurge on the scorpio one look at the sales numbers for the pro compared to the og ps4 tells a different story. It will do well to get the enthusiast market but the majority of gamers care way more about value when it comes to games. Also why is everyone underestimating what a really good Spiderman game can sell?
 
Why do people think Switch and Scorpio are going to stall PS4 demand? The two former devices can do their own thing without impeding PS4. Especially Switch. Besides, the PS4 has a far larger market than either device and it has big software (Spider-Man, God of War) in the pipeline. That train isn't stopping.

It's in the article.
Ps4 Pro already out
Ps4 refresh already out
Ps VR already out

They want to know what the future holds for Playstation as a business and further growth opportunities
 

Unknown?

Member
Scorpio have best multiplat and play anywhere; Switch have best exclusive and console on the go; Scorpio impact western market, Switch impact Japan and western market.
It's going to stall PS4 demand.
It's always something with you guys. First it was bu by PS4 is sold in more markets, then titanfall, then NO KINECT, and it keeps going.

If anything Microsoft is in a world of hurt now with Nintendo bringing it. I don't care how many games they show for Scorpio, it doesn't make up for years of lacking games.
 
But that is what the article is talking about. And not what you imply.
"With Nintendo Co.’s recent release of a new console and Microsoft gearing up to unveil a new device later this year, attention is turning to how Sony plans to maintain demand for PlayStation 4, through which Sony sells many of its paid online services"

The implication being the Switch and Scorpio will impede PS4 performance. I'm talking about how that is possible.
 

Principate

Saint Titanfall
"With Nintendo Co.’s recent release of a new console and Microsoft gearing up to unveil a new device later this year, attention is turning to how Sony plans to maintain demand for PlayStation 4, through which Sony sells many of its paid online services"

The implication being the Switch and Scorpio will impede PS4 performance. I'm talking about how that is possible.
PS4 should be around it's peak sales historically. Having two new hardware releases may eat into the PS4's holiday sales. I mean it's not that strange. They're noy talking about people suddenly not buying the PS4. More like current ps4 ownners buying other hardware rather than another ps4 or the ps4 selling slightly less as there's more of a competition of consumers money.
 

HStallion

Now what's the next step in your master plan?
PS4 should be around it's peak sales historically. Having two new hardware releases may eat into the PS4's holiday sales. I mean it's not that strange. They're noy talking about people suddenly not buying the PS4. More like current ps4 ownners buying other hardware rather than another ps4 or the ps4 selling slightly less as there's more of a competition of consumers money.

I think if Sony pushes for a $200 PS4 Slim and a $300 to $350 PS4 Pro this holiday it could very well eat into potential sales of the Scorpio when it releases. Combine that with some of the huge first part games coming soon and the gigantic third party deals they have and I think its going to take a lot more than a really powerful newer Xbox to actually impede Sony.
 
Nothing stops the PS4 this year.

They have Gran Turismo, Star Wars, Spider-man, Uncharted, Call of Duty and Destiny 2.

Literally nothing.

This is the year they peak.

Many of these games are successors to already available games on PS4. People who are interested in those kind of games probably already have bought the console.
 

Boke1879

Member
Some of yall are really putting too much credit in the Scorpio.

General public isn't going to give two shits about how much better a game looks on Scorpio when it's going to look damn good on PS slim or XB1 S and can be bought for cheaper.

If you really think Scorpio is going to stall, COD, BF2, Destiny 2, RDR PS4 bundles then idk what to tell you lol.
 

Mosse

Neo Member
Many of these games are successors to already available games on PS4. People who are interested in those kind of games probably already have bought the console.

I can see Gran Turismo selling a lot of consoles since it's the first one this generation. Especially here in europe where I know people who only bought previous playstations because of Fifa and Gran Turismo
 

Principate

Saint Titanfall
I think if Sony pushes for a $200 PS4 Slim and a $300 to $350 PS4 Pro this holiday it could very well eat into potential sales of the Scorpio when it releases. Combine that with some of the huge first part games coming soon and the gigantic third party deals they have and I think its going to take a lot more than a really powerful newer Xbox to actually impede Sony.
Sony will win that match and honest if it was just Scorpio i'd be a total non factor but the switch is proving itself to be a reasonably popular console which means big holiday sales traditionally for Nintendo. Even if they're largely selling to different audiences if all 3 are aiming for, for example a million a month npd for November and December something will probably have to give. Now if you multiply that works wide and add in Scorpio then yes there is a a chance if only small that both combined will contract the PS4's selling potential a bit.
 
I can see Gran Turismo selling a lot of consoles since it's the first one this generation. Especially here in europe where I know people who only bought previous playstations because of Fifa and Gran Turismo

I think GT is the only first party release this fall and that's more than enough. Third party deals will carry the PS4 comfortably.
 

ianpm31

Member
Xbox has a brand problem world wide. Same song and dance with xbox when they only compete in us/uk in which price is always king. If the world didn't buy a $250 xbox they sure as hell wont buy a $500 dollar xbox. Power is always niche and the cheaper alternatives will always sell more. Playstation will continue dominating ww and not to mention a potential pro price cut in addition to a rumored refined slim ps4. Then we have third party deals etc..
 

Mosse

Neo Member
I think GT is the only first party release this fall and that's more than enough. Third party deals will carry the PS4 comfortably.

I agree. They've been fine without any big exclusive during the fall so far. And they've never had so many huge third party marketing deals before.
 

Unknown?

Member
Xbox has a brand problem world wide. Same song and dance with xbox when they only compete in us/uk in which price is always king. If the world didn't buy a $250 xbox they sure as hell wont buy a $500 dollar xbox. Power is always niche and the cheaper alternatives will always sell more. Playstation will continue dominating ww and not to mention a potential pro price cut in addition to a rumored refined slim ps4. Then we have third party deals etc..

They have an image problem because the 360 fizzled out while the PS3 kept hitting hard on top of the fact that the One has had a huge drought every year since release. 2015 and 2017 were the worst years, they have nothing for 7-8 months and throw a few exclusives at the end of the year stating Best line up ever. Gamers see through the BS.

Now instead of procuring new games, they're throwing out more powerful hardware to try to make up for it. I'd give them credit if they actually tried getting good content on their system.
 

orochi91

Member
PS4 will lead the pack while the rest fight for second place, nothing can stop Sony except Sony.

Sony should probably go for a price-cut; $199 would be a great price in the face of Scorpio and NSW.

If they go with $249 - $299, then I can see them losing out on a couple holiday NDP months.
 

Boke1879

Member
Sony should probably go for a price-cut; $199 would be a great price in the face of Scorpio and NSW.

If they go with $249 - $299, then I can see them losing out on a couple holiday NDP months.

Well at the end of the day. It's about Money. I think they'll drop the price officially to $250 sometime this year and this Holiday have a sale at $199
 
They need to cut the price of the PS4 according to where it is in it's life cycle.

The PS2 didn't reach 150 million consoles sold without timely price cuts.

Also, Final Fantasy VII remake.
 

LordRaptor

Member
Let's also not factor out the spectre that is RDR2. It's the game coming out of the team that has made one of the best selling games of all time and already has been proven to shift copies and consoles years after it has been released.

You could say the same thing about Titanfall, you could say the same thing about Scrolls, and you can say the same things about ARMS.

"From the team that brought you___" doesn't automatically equate to phenomenal sales.
I mean, its possible that RDR2 is a new GTAV, but I would say it is more possible that it isn't.
 

Unknown?

Member
They need to cut the price of the PS4 according to where it is in it's life cycle.

The PS2 didn't reach 150 million consoles sold without timely price cuts.

Also, Final Fantasy VII remake.
They will but its strategic. Cutting it now won't make a huge impact(although they apparently did 400k IS in March) but probably around September with a promotional price in Nov/Dec. A $250 Destiny 2 bundle would do wonders in September.
 
They will but its strategic. Cutting it now won't make a huge impact(although they apparently did 400k IS in March) but probably around September with a promotional price in Nov/Dec. A $250 Destiny 2 bundle would do wonders in September.

I expect them to pricedrop before then. Replace the current CoD bundle with a Horizon one and then sell that leading into the year end heavy hitters. Then you'll have you inevitably holiday $200 bundle.
 
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