Nightengale
Member
Time for the regularly scheduled quarterly financials from Sony.
Q3 2015 Summary :
8.4 mil PS4s shipped, up from 6.4 mil last year.
No change in FY forecast of 17.5 mil by March 16.
Q3 2015 Financial Year Shipment (Oct-Dec 2015) :
8.4 mil PS4s were shipped to retailers during this time window.
Up 2 mil compared to Q3 2014, which was 6.4 mil.
Details on PS3/PSVita shipment are not shared.
PS4 Shipment LTD (as of 31st December 2015) :
This puts PS4's overall shipment total @ 37.7 million PS4s
Comparisons with Sell-trough & Inventory :
Comparatively, their sell-through figure as of roughly the same timeframe is 35.9 mil PS4s
This means they've got roughly 1.8 mil PS4s of inventory, which looking at their sales trend during non-holiday seasons, would imply a stock level of 1.5~2 months.
This is a bit higher than their usual one-month stock holding, which might imply why they have not raised units sold forecast for Jan-Mar 2016, since they are probably focusing on ensuring lower stockholding going into FY2016.
Forecast for the Q4 2015 (Jan-Mar 2016) :
Maintaining 17.5 PS4s as their sales target for 2015 financial year.
Maintained revenue forecast as well.
Increased operating income forecast slightly, due to higher margin digital/network sales outperforming their expectations.
This is in spite of a 'first-party title delay' which was significant enough for it to be mentioned as a income factor in their quarterlies coughuncharted4cough
Overview of what this quarter has delivered for Playstation:
Courtesy of my fine fellow GAFers and an ex-GAFer.
Income growth & profitability of Playstation 4 business :
SCE Summary of Q3 Performance feat Druckley & Andrew House :
Charts & MAUs, just kaz :
Q3 2015 Summary :
8.4 mil PS4s shipped, up from 6.4 mil last year.
No change in FY forecast of 17.5 mil by March 16.
Q3 2015 Financial Year Shipment (Oct-Dec 2015) :
8.4 mil PS4s were shipped to retailers during this time window.
Up 2 mil compared to Q3 2014, which was 6.4 mil.
Details on PS3/PSVita shipment are not shared.
PS4 Shipment LTD (as of 31st December 2015) :
This puts PS4's overall shipment total @ 37.7 million PS4s
Comparisons with Sell-trough & Inventory :
Comparatively, their sell-through figure as of roughly the same timeframe is 35.9 mil PS4s
This means they've got roughly 1.8 mil PS4s of inventory, which looking at their sales trend during non-holiday seasons, would imply a stock level of 1.5~2 months.
This is a bit higher than their usual one-month stock holding, which might imply why they have not raised units sold forecast for Jan-Mar 2016, since they are probably focusing on ensuring lower stockholding going into FY2016.
Forecast for the Q4 2015 (Jan-Mar 2016) :
Maintaining 17.5 PS4s as their sales target for 2015 financial year.
Maintained revenue forecast as well.
Increased operating income forecast slightly, due to higher margin digital/network sales outperforming their expectations.
This is in spite of a 'first-party title delay' which was significant enough for it to be mentioned as a income factor in their quarterlies coughuncharted4cough
Overview of what this quarter has delivered for Playstation:
Courtesy of my fine fellow GAFers and an ex-GAFer.
Income growth & profitability of Playstation 4 business :
SCE Summary of Q3 Performance feat Druckley & Andrew House :
Charts & MAUs, just kaz :
