-
Hey, guest user. Hope you're enjoying NeoGAF! Have you considered registering for an account? Come join us and add your take to the daily discourse.
Sony Q3 FY15 Results - Beats Market Expectations & 6.4 Million Shipped PS4's
- Thread starter vinnygambini
- Start date
The Artisan
Member
If xbone has reached 10m sold through they should just announce it. behind or not, 10 million consoles sold is a milestone in their own right.
Really? The articles I have seen said shipped.
Well it depends on who's sold through they are talking about. If they are talking about theirs it could be 19.9 -~10.1 as they are sold to them as soon as Sony/MS manufacture the unit or they could be talking about Sony/MS sell through which would be ~18.5 ~10.5
Announcing 10 million sold through would not benefit MS in any way from a PR perspective.
An AMD executive later clarified that it was sold-through.
I have a feeling they'll keep quiet. If they announce sales numbers, then comparisons are going to be inevitable. A lot of Xbox One owners may feel disillusioned because their console isn't selling as well as they'd hoped. They might get annoyed,they may even consider switching communities. A "grass is greener on the other side" effect.
It's not that it's a milestone, it's that this good PR has a strong chance at becoming bad PR.
Sony reached that number.........last year.
Not only last year, but before Sony's best selling periods, which were the Destiny bundle launch & the holiday season.
The Artisan
Member
i get what you're saying, but... Is it really rational to jump ship just because the platform you're on isn't the best? It's not like the xbone is flopping, it's just not doing tremendously as well as the competition.
So what? Yes, the Ps4 is winning it's common knowledge at this point of the 8th gen. So shying away from revealing numbers in my opinion is kinda pointless.
rokkerkory
Member
Time to buy their stock??
It would be very bad optics if Microsoft were to announce 10 million today, and Sony were to announce 20 million next week. There's no way that Microsoft would want to set themselves up for a direct comparison, so there will be no major news on that front. In fact, Microsoft will want to bury their global numbers as much as possible. The North American numbers are fairly close, so they might want to talk those up.
Aquamarine
Member
They are revealing numbers...Microsoft is revealing combined Xbox shipments.
That's all they owe shareholders as far as responsible financial disclosures go.
Anything extra is a gift, and it stems from management that prioritises transparency...but it's not required in the slightest.
So because Microsoft is fulfilling what's required of them, what benefit would they have to go above and beyond?
It wouldn't make shareholders happy. It wouldn't make Xbox fans happy. It wouldn't paint Xbox in a positive light. It would make people invested in sales analysis happy...but those people don't matter to the bottom line.
Ergo, Microsoft stays silent on exact numbers. And they should stay silent...there's no good reason for them to carefully delineate Xbox One shipments.
The best time would have been two years ago, when they were under 10 dollars a share. Now they're over 25 dollars.
demigod
Member
Shipped, no way did xbone sell thru 11m. EVERY retailer still has ACU bundle.
Yeh I don't believe it either
RespectThySole
Member
PS4:
19.9 million shipped
18.5 million sold
XB1:
~11.5-12.5 million shipped
10-11 million sold? (10.5 million is my personal guess)
19.9 million shipped
18.5 million sold
XB1:
~11.5-12.5 million shipped
10-11 million sold? (10.5 million is my personal guess)
It is but they just recently talked getting close to 10m at the time(shipped) and the media being the way they are iirc some reported it as sold and then we have consumers who are not as informed as us which to them will be a sold number. Giving another update so close won't do much and I don't thinkbwe are going to get another update on sold-through numbers until like 15-20 maybe given one hasn't been given since Jan 2014.
hmm, would you mind sharing? Since the only one I've seen is in relation to their costumers. As in they was nearing sold 30m to MS and Sony combined.
theprodigy
Member
sigh, did we already ignore Take-Two's comment on >29m combined through the end of 2014
Aquamarine
Member
I think you're thinking about the Take-Two CEO clarifying AMD.
From a Take-Two conference call:
"From an industry perspective, we’re very pleased with the performance of the new hardware to date, which has exceeded our expectations.
Consumer demands for the PlayStation 4 and Xbox One appears to have been strong through the holiday season, with a combined installed base of these platforms exceeding 29 million worldwide by the end of December according to IDG estimates.
The ongoing success of next gen consoles underscores the vibrancy of the core gaming market, and represents a significant growth opportunity for take two."
- Strauss Zelnick, CEO of Take-Two
AMD and Take-Two seem to use the same IDG estimates...which are very reliable and you should definitely trust them...people pay big money for IDG. So in a way, Mr. Zelnick "clarified" AMD's original statement.
I'm on my phone so can't post the link but Lisa Su from AMD originally announced 30m shipped. Then was asked to clarify in the Q&A section and said that when she meant shipped she meant from AMD's customers (Sony & MS) to end users (consumers)
In the same way that take two just confirmed more than 29m.
Both these statements come from their conference calls which you can find on the investor relations site.
XB1 is around 11.5m-12.5m sold in at the moment.
Edit: yeh what aqua said.
Also see my post below from the last two pages.
Aquamarine
Member
Original reference in Lisa Su's presentation:
"Turning to our enterprise embedded and semi-custom segment. As expected, semi-custom shipments decreased sequentially as we supplied a significant amount of product to Microsoft and Sony in the third quarter as a ramp to support the holiday demand spike. We are pleased with the full-year performance of the semi-custom business and the strong sell-through reported by our customers. Nearly 30 million Sony and Microsoft consoles have now shipped. Our semi-custom shipments more than doubled in 2014, which fueled excellent full-year performance for this part of our business."
Exact quote from the Q&A in AMD's latest conference call:
Sanjay Chaurasia - Nomura Holdings:
"Hi, Lisa. A question on gaming console. You indicated 30 million shipments this year. And if I go back historically when these gaming consoles were launched, I think the first year sales were roughly between 15 million and 20 million. My question is it seems like this higher sales could be because of expanded availability in different regions. And as you look into next year, what gives you confidence that you could grow this in terms of units or in terms of your revenue in 2015? And then I have a follow-up."
Lisa Su - President and CEO of AMD:
"Sure. So, Sanjay, let me just clarify. In terms of the unit shipments, those are unit shipments from our customers to end-users. And that's, you know, most of that is publicly available data from what Sony and Microsoft have published.
So, relative to historical, I think most people will say that historically the game console shipments in this generation are higher than in the previous generation. And you can come up with all kinds of reasons for that, some of that is sort of the price points that they've chosen. I think that certainly helped the holiday season. Some of that is software titles that are available at a given point in time.
I think the main thing is, you know, as we look at any holiday season, we want to make sure that there's not a lot of inventory that's sitting with our customers. And we see that that's very, you know, fairly well-balanced. And so that gives us confidence, as you go into 2015 and you see new titles that are launched and those come out, that it should be a fairly normal market."
From the latest Take-Two conference call:
Strauss Zelnick - Chairman and CEO of Take-Two:
"From an industry perspective, we are pleased with the performance of the new hardware to-date, which has exceeded our expectations. Consumer demand for the PlayStation 4 and Xbox One appears to have been strong throughout the holiday season with a combined installed base of these platforms exceeding 29 million worldwide at the end of December, according to IDG estimates. The ongoing success of next-gen consoles underscored the vibrancy of the core gaming market and represents a significant growth opportunity for Take-Two.
Normally I would agree with this, however, I would find it strange that they would remain silent about hitting a milestone such as 10m sold to customers. Especially when they were happy to reveal in mid november that they were close to 10m shipped.
I would say there is no point in remaing silent as the sales comparisons will happen regardless and everyone knows they are behind the PS4 anyway. Sooner or later we will find out the numbers, so might as well take the PR opportunity, as 10m sold to customers at this point in its life isn't really a poor showing
They announced 10m shipped. So why would they announce the same sold through.
Besides no one in any industry really uses sold through numbers. Even last gen it was rare to hear manufacturers sell through figures.
Only reason Sony are doing it this time is because sell through has been very very strong and they're selling every they ship within weeks.
Consindering the PS4 success is based on selling a good compromise of hardware power and reasonably low price, this will make Sony take the same approach again not change it
They went all out with the PS3 and they struggled a lot, people don't care about hardware power in a console if the product isn't affordable enough.
Well, I didnt say they need to change their approach...
But since the current PS4 approach is the result or the bad PS3 launch, and now that PS4 had an amazing launch, maybe they could make their next console be on the middleground. Not PS3 expensive, not PS4 'weak' either.
Me, and many many others would have payed $100 more for a more capable system.
biglittleps
Member
I agree.
Aquamarine
Member
See this:
"Sure. So, Sanjay, let me just clarify. In terms of the unit shipments, those are unit shipments from our customers to end-users. And that's, you know, most of that is publicly available data from what Sony and Microsoft have published."
From customers to end-users = Sell-through
"Consumer demand for the PlayStation 4 and Xbox One appears to have been strong throughout the holiday season with a combined installed base of these platforms exceeding 29 million worldwide at the end of December, according to IDG estimates."
Install-base = Sell-through
biglittleps
Member
Price was the most deciding factor in PS4 sales because $400 is the perfect balance and can be seen affordable for many compared to $250-300 last gen consoles price ($350 Wii U). After the price then comes games that interests and at last hardware power.
biglittleps
Member
So Install-base should be around 29-29.5 million, where PS4 is 18.5 and XB1 is 10.5-11 million.
Yup.
We can give a broader range to X1 if you want just to cover all bases. 10.5m-11.5m.
The numbers aren't specific enough for us to cut off at 29.5m even though that seems it could be the case
Just a couple of things. IDG's is an estimate. So their estimate of 10.5m has to be taken within whatever margin of error they have either way.
AMD's however is just funny. Nearly 30m based on published data from MS and Sony. They even state clearly its mostly publicly available data.
So nearly could mean anything really starting from 27.5m. As for 'publicly available', anyone care to point me to the MS statement to back this up
AMD's however is just funny. Nearly 30m based on published data from MS and Sony. They even state clearly its mostly publicly available data.
So nearly could mean anything really starting from 27.5m. As for 'publicly available', anyone care to point me to the MS statement to back this up
Dreamgazer
Member
Sony@CES
1st Course
Member
Sony & MS sell-through figures are "estimates" too.
Aquamarine
Member
Let's not do this again.
You're dramatically understating how valuable IDG's research is. They're highly respected, with many major corporations as their clients, and they work with companies like NPD and GfK to arrive at accurate numbers.
For example, take a Microsoft presentation slide:
What are they citing?
MSFT estimates, NPD data, GfK data....and guess what....IDG data.
Hell, you had the CEO of Take-Two using IDG numbers in his presentation to investors. That should say something about their reliability right there.
Thanks, Aqua!
Which kind of makes the subject a bit of a joke. Estimates based on someone else's estimate, then throw in a caveat or two then we estimate on that.
Aquamarine
Member
Try saying that every month in NPD threads.
NPD has a margin of error + is an estimate
GfK has a margin of error + is an estimate
Famitsu has a margin of error + is an estimate
IDG has a margin of error + is an estimate
Sony sell-through estimates have a margin of error + is an estimate
Every goddamn sell-through data point on this planet has a margin of error + is an estimate.
Can we just please implicitly trust sources for once because of the fact that The Big 3 (and all the other major video game publishers) trust them?
NO! Just stop now
zomgbbqftw
Banned
Considering how much IDG reports cost, you can take them to the bank. We're talking less than 1% error margins at this level.
So neither you or Aqua can supply this 'publicly available' data supplied by MS.
Maybe its you who should just stop
Aquamarine
Member
That accurate? Hot diggity...