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Sony fiscal Q3 release (lifetime PS home console hardware shipments pass 300m)
- Thread starter Parmenides
- Start date
Phantast2k
Member
No way. Net income is what you've earned all things considered (the sum that can be distributed to your share holders or added to your equity, depends on the corp's policy).Mad_Ban said:
Op income is what the firm earned from its operations (core business), but there could be other streams of income + you have to add/deduct your interest income/expenses, same goes for tax and then you'll be at net income.
/edit
Also pretty impressive numbers from Sony. They should be able to catch up with 360's ltd numbers by the end of 2011. A "slimmer" slim model and a price cut would obviously be beneficial. But it would be weird if the psp2 would cost more than a ps3.
Pretty impressive operating income for NPSG. More impressive still given that SCE's performance in the last few quarters has actually been understated by NPSG figures, IIRC (i.e. other divisions in there have been losing money and dragging down the overall figure). We may get more detail from the earnings call on the game business specifically later.
Metalmurphy
Member
How is this possible? oO
They don't mean LTD right?
Stumpokapow
listen to the mad man
Metalmurphy said:
1.25 years selling well > 2.75 years selling shitty. Not rocket science
From the earnings release it sounds like the game business was one of few areas seeing growth in operating income. Meaning, again, that NPSG numbers are perhaps understating SCE's performance.
I also wonder just how much margin Sony has on PS3s now. They contribute the growth in NPSG operating income to continued 'significant' cost reduction on PS3 hardware (as well as increases in PS3 software sales). I kind of thought they might run into diminishing returns on cost reduction until they revised the form factor again.
I also wonder just how much margin Sony has on PS3s now. They contribute the growth in NPSG operating income to continued 'significant' cost reduction on PS3 hardware (as well as increases in PS3 software sales). I kind of thought they might run into diminishing returns on cost reduction until they revised the form factor again.
Phantast2k
Member
yeah right, wtf? - I should know. I payed around 300 (incl. shipping & import duty) for a PSP back in the day, lolFafalada said:
I have PS2 hardware at 149.7 million, though. (147.6 million until Sep. 30th, 2010DarkMehm said:
MikeE21286
Member
These numbers say it outsold it by 2.3 million in 2010 an PS3 is 3 million behind LTDsomuchwater said:
Platform 2010 Share (%) LTD
Wii 17.2 33.9 84.64
PS3 14.4 28.4 47.9
360 12.1 23.9 50.9
PS2 6.9 13.8 152.59
szaromir said:
Too hard to say I think. Even if it's a little bit of a stretch, it's not an impossibility. They shipped 2.2m units in last year's Q4 and that was, or appeared at the time, to be woefully inadequate. Even with some more overspill from Q3 this year, persuading another 600k into the channel could be doable. Not to say it will happen, but on the other hand I wouldn't extend to say it's impossible or unlikely either.
Where Gamestop is relevant, yes, software is selling poorly because it is an old console and because of used sales. In emerging markets, however, where the bulk of the current shipments go, I believe*, most of the software is sold through piracy. Sony can sell the hardware in places like Brazil, but people aren't gonna buy original games just yet.Zoe said:
08Q4 - +2.5 = 136.3 - www.scei.co.jp/corporate/release/090331be.htmlDarkMehm said:
09Q1 - +1.4 = 137.7 - www.scei.co.jp/corporate/release/081210ce.html
***Recounting happens here****
09Q2 - +1.6 <> 138.8 - www.scei.co.jp/corporate/release/pdf/090819b_e.pdf
09Q3 - +1.9 = 140.7 - http://au.playstation.com/press/download/GT5_SKU_Announcement.pdf
09Q4 - +2.1 = 142.8 - http://www.scei.co.jp/corporate/release/pdf/100303e.pdf
10Q1 - +1.7 = 144.5 - http://www.scei.co.jp/corporate/release/100520ae.html
10Q2 - +1.6 = 146.1 - http://www.scei.co.jp/corporate/release/pdf/100818ae.pdf
10Q3 - +1.5 = 147.6 - http://www.community.eu.playstation...ppy-10th-Birthday-PlayStation-2/td-p/11909804
Bottom line: it is a mess. But Sony's are the only numbers we have to go by. =\
Baki
Member
szaromir said:
Maybe, maybe not. Although to be fair, last year when they shipped 2.2m units it was during a time when the PS3 was pretty much sold out. 2.8m units may be possible if they can match their prior year performance (the games and price promotions are a good start.)
If we get a FY estimate of 17m or more units I expect there to be a $100 cut, if not I expect only a $50 cut this year.
Q3 was good, could have been better if they had a killer application for the north american and japanese market just like Gran Turismo 5 was for the european market where they had growth compared to last year.
But with an installed base of almost 48m units, having matched the best quarter ever for the 360 is still a pretty good result also considering that the last holyday season was basically the last big chance Microsoft had to gain ground WW on the PS3.
This year sales might be hugely impressive if they finally cut the price to 199$, we'll get a hint of what they plan when we get the FY2011 forecast (I wonder if they will include a forecast for the NGP).
PSP was saved by MH and Japan, PS2 is still doing impressive numbers thanks to new emerging markets.
But with an installed base of almost 48m units, having matched the best quarter ever for the 360 is still a pretty good result also considering that the last holyday season was basically the last big chance Microsoft had to gain ground WW on the PS3.
This year sales might be hugely impressive if they finally cut the price to 199$, we'll get a hint of what they plan when we get the FY2011 forecast (I wonder if they will include a forecast for the NGP).
PSP was saved by MH and Japan, PS2 is still doing impressive numbers thanks to new emerging markets.
The Praiseworthy
Member
Well done SONY... even though I think that you deserve so much more than this, but hey something better than nothing at all !
crazy monkey
Banned
Kagari said:
I still think it is not as much effective as seeing price rance in $199 or something. Psychologically if some one sees something at 299 + 50 gift card it might not sound great because you are at the end paying 299 + tax. Gift card you can only use in the store and it is not cash and games might be not to your liking. Still it is better than nothing.
Some game specific bits and bobs from their earnings announcement.
Sales were down 9% to 323bn Yen, mostly due to the exchange rate. Operating income was up 28bn yen to 43bn yen (so, in fact, NPSG results weren't understating SCE's), an operating margin of 13%.
The game business has been profitable now for 5 consecutive quarters, and they expect NPSG to exceed their October forecast for the fiscal year.
Someone asked them about profitability in game going forward and in light of NGP. They said that rather than aiming at short term profit, creating a platform requires large upfront investment and that there'd be no exception to this approach in the future. They are willing to make a solid investment up front in NGP to secure profit in the future. But they expect PS3 to be a stabilising influence on profit, and that it is now in a good 'virtuous' cycle, and so they believe game can continue to be profitable next year.
i.e. read between the lines and it sounds like they will, and are willing, to support a loss on NGP in the short term, but they hope PS3 will offset that. That could be more challenging if they cut price, but perhaps further increasing software sales will offset that lower hardware margin.
Sales were down 9% to 323bn Yen, mostly due to the exchange rate. Operating income was up 28bn yen to 43bn yen (so, in fact, NPSG results weren't understating SCE's), an operating margin of 13%.
The game business has been profitable now for 5 consecutive quarters, and they expect NPSG to exceed their October forecast for the fiscal year.
Someone asked them about profitability in game going forward and in light of NGP. They said that rather than aiming at short term profit, creating a platform requires large upfront investment and that there'd be no exception to this approach in the future. They are willing to make a solid investment up front in NGP to secure profit in the future. But they expect PS3 to be a stabilising influence on profit, and that it is now in a good 'virtuous' cycle, and so they believe game can continue to be profitable next year.
i.e. read between the lines and it sounds like they will, and are willing, to support a loss on NGP in the short term, but they hope PS3 will offset that. That could be more challenging if they cut price, but perhaps further increasing software sales will offset that lower hardware margin.
StealthGoblin
Banned
Kagari said:
Thats a nice bargain for NA buyers. We don't get anything like that in the UK.
If they do a price cut at E3 in time for inFAMOUS and the FIFA etc, UK sales should shoot up. Its still the most premium console here by a fair whack.
StealthGoblin
Banned
Rolf NB said:
They had supply issues last year I believe as it was the first Xmas after the slim and they put as much into calender Q4 as possible. It could do it.
LittleBigPlanet, Killzone 3, PlayStation Move Heroes and then the rest of the years line up may get retailers thinking they'll need more.
Graphics Horse
Member
Noshino said:
Size-wise the PS2 couldn't get much more smaller than it already is, but the PS3 still has plenty of room for improvement (isn't it deeper than the original?) I wouldn't rule it out for next year.
Rolf NB said:
They said they are going to make it. If they didn't revise the number down, then they're going to make it. There's no suspense. Forecasting the next two months isn't even really forecasting. Most of those orders are already placed.
TheOddOne said:
They said in the release that gaming has been profitable for 5 consecutive quarters, including this one.
canova said:
Imo the right question is if Sony will cut the price soon enough and quite enough to surpass the 360 ww LTD sales by the end of this year.
About Kinect....here atm there are huge stacks of unsold units at most retailers....it's definetly not selling quickly while the console is out of stock in most of its SKUs, but of course what happens in europe might not be mirrored elsewhere.
-Pyromaniac-
Member
Isn't FF13-2 coming out in Japan this year? That will help move consoles I'm sure...