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Sony Q3: Game Operating Income $53M (PS3/PS2 15.6M in 2012)

Kyon

Banned
I didnt pay enough attention in business management/economics but is this good? Are Sony starting to recover or on the right path?


EDIT: @Bacon I think you meant SKYfall xD
 

bakedpony

Member
'Lower sales of hardware' speaks for itself.



Yeah huge success, lets ignore that sales to consumers were down in Europe all holiday eh ...



Actually funnily enough, I think Japan + Europe + US shows a smaller gap this year than last, would have to check.

What about the regions outside those 3? We have no data and just pure guesswork but it is safe to assume that the PS3 does dominate the rest of Asia compared to 360.
 
I didnt pay enough attention in business management/economics but is this good? Are Sony starting to recover or on the right path?


EDIT: @Bacon I think you meant SKYfall xD

Yeah. Whoops. As for being on the road to recovery, yes. Games division not so much. Movie studio had a superb third quarter, which carried the company.

Sony ended 2012 stronger, posting $495 million (46.4 billion yen) in operating income for the three months to Dec. 31, with sales at Sony Pictures up 30 percent.

TOKYO – Sony returned to the black in the third quarter, with operating income of $495 million (46.4 billion yen), compared to a loss double that size in the same period a year ago.
OUR EDITOR RECOMMENDS

Sales at Sony Pictures climbed just over 30 percent to $2.23 billion (208.9 billion yen), while income from the division jumped to $270 million on the back of a strong theatrical performance by Skyfall, as well as home entertainment revenue from The Amazing Spider-Man and Men in Black 3.
 

Razdek

Banned
Streaming PS4 games via Gaikai wiiu style. A bit clunky with the R2, L2 etc but very possible.

If it worked (big if but playing along for now) it would be a big boost for the Vita's value proposition. At least they would give it a good crack.



Hence streaming PS4 games. Play U4 in bed... That type of stuff. Remote play was a good idea and I doubt Sony has completely given up on it ... it just didn't actually work.

You honestly think they're going to let the Vita limp along until the PS4 is released and then with a feature to stream PS4 games to it if it ever happens the sales is just going to jump up? The price of the PS4 is probably going to be $400 and more after buying games and accessories there's little hope that people will drop another $200 for a Vita. I just can't see a spike in Vita sales once the PS4 is released.
 

Shayan

Banned
I don't think that's accurate. The game division did poorly, but Sony Pictures did great due to Starfall and a few big rental/disc releases in the quarter.

lol Starfall haha

That is accurate. They posted operating profit but the net number you see is because of an inventory adjustment in lieu to tax deferred assets
 

crinale

Member
From reading Japanese it looks like Vita actually contributed for Game division's income but not enough to compensate PSP and PS3 sales decline.
Killing Vita would put them in worse picture so I think it's highly unlikely..
 

AOC83

Banned
I hope they announce something great that ties the Vita to the PS4 during their announcement, otherwise they're just sitting back waiting for Vita to completely die.

Worst idea ever. They should keep that clusterfuck as far away from the PS4 as possible.
 
Yeah. Whoops. As for being on the road to recovery, yes. Games division not so much. Movie studio had a superb third quarter, which carried the company.

Its odd how Activision squandered the Bond rights with no Skyfall game. Could have been good too.

Sony games at this point can't do much until PS4. No PSP replacemeny will likely be felt for a while though.
 

Kyon

Banned
Yeah. Whoops. As for being on the road to recovery, yes. Games division not so much. Movie studio had a superb third quarter, which carried the company.

Oh good good. I'm guessing their are more Daniel Craig Bond movies coming? I wonder how Hotel Transylvania did..

Also with Gaming down its still one of the more profitable divisions right?
 
You honestly think they're going to let the Vita limp along until the PS4 is released and then with a feature to stream PS4 games to it if it ever happens the sales is just going to jump up? The price of the PS4 is probably going to be $400 and more after buying games and accessories there's little hope that people will drop another $200 for a Vita. I just can't see a spike in Vita sales once the PS4 is released.

Yes why not?

I didn't say it would work, but I think it is very likely Sony will at least try it. Is that scenario more far fetched then them throwing up their hands and trying nothing?
 

AOC83

Banned
If they can somehow get remote play to work on PS4 > Vita (Gaikai perhaps?) then it will be quite cool.

What would be the point of this? Except dumping money of course. Remote play is a completely uninteresting feature for most people. It only makes things more complicated and ads costs.
 
Worst idea ever. They should keep that clusterfuck as far away from the PS4 as possible.

It's a bad idea, but the alternative is worse. I know all the Sony fans are hyping Kaz, but he's now clusterfucked the PSN fiasco and the Vita. I'm hoping there's a larger plan in place and he's not just sitting back waiting for something magical to happen to get people to buy his handheld. People keep saying price drop, but there was a pretty good amount of price drops during the holidays and it didn't seem to do much to help it. AC and CoD did very little either. They literally don't possess a system seller. Throw one free in every PS4 box. Or better yet, take all of the unsold Vitas, rip off their Dpads, and put those on whatever new PS4 controller they're making. Get something from the Vita.
 
not that hard to do, since IIRC sony hasn't made money in years.

I guess I never paid attention to it but considering where these to companys stand, about to launch the next generations consoles, from where they were when the Xbox launched only 11 years ago is pretty fucking crazy. If I went back in time and posted this in Nov. 2001 I would be banned immediately.
 

hirokazu

Member
The problem is we don't know. I suspect the PS3 does quite well in Australia for example... But that is all anecdotal.

You can make a decent guess to support either outcome.

I think PS3 was on track to outsell Xbox 360 in Australia some time around the middle of last year, but nobody knows for sure because the sales tracking groups don't like releasing any info. :(

But I'm pretty confident given anecdotal evidence that it did occur and PS3 is doing quite well here.
 
I don't think that's accurate. The game division did poorly, but Sony Pictures did great due to Starfall and a few big rental/disc releases in the quarter.
Instead of thinking you could read the earnings release we are discussing in this thread.

Yeah. Whoops. As for being on the road to recovery, yes. Games division not so much. Movie studio had a superb third quarter, which carried the company.

Like just about every other quarter for the past 5 years, Sony was carried by the Financial Services division.
 
Someone correct if my math is wrong here, but taking into consideration the exchange rate sony used (80 yen to the dollar for 4-12 2012 and 81.2 yen to the dollar for the quarter), the big loser continues to be one of Kaz' pillars, mobile:

Mobile Product & Communication (04/2012 - 12/2012) = -¥72.6B (-$907.5M)
Mobile Product & Communication (09/2012 - 12/2012) = -¥21.3B (-$262.32M)

That is worse than last year when, still in the JV, it did -536M Euros

Considering the buzz around the xperia lineup lately, I'm a little surprised.

By comparison, the one that everyone thinks is a huge loser and tracks them down:

Home and Entertainment (04/2012 - 12/2012) = -¥33.8B (-$422.5M)
Home and Entertainment (09/2012 - 12/2012) = -¥8.0B (-$98.5M)

While still bad, that's a huge improvement from the last FY where the tv segment did -$2.803B
 

GavinGT

Banned
It's a bad idea, but the alternative is worse. I know all the Sony fans are hyping Kaz, but he's now clusterfucked the PSN fiasco and the Vita. I'm hoping there's a larger plan in place and he's not just sitting back waiting for something magical to happen to get people to buy his handheld. People keep saying price drop, but there was a pretty good amount of price drops during the holidays and it didn't seem to do much to help it. AC and CoD did very little either. They literally don't possess a system seller. Throw one free in every PS4 box. Or better yet, take all of the unsold Vitas, rip off their Dpads, and put those on whatever new PS4 controller they're making. Get something from the Vita.

It's weird that Vita fans have so much faith in Hirai when he seemingly has no faith in the Vita.
 

bakedpony

Member
What would be the point of this? Except dumping money of course. Remote play is a completely uninteresting feature for most people. It only makes things more complicated and ads costs.

If it works over the internet, then you can play your PS4 games on the Vita even if you're away from home. Who wouldn't want that?
 

goomba

Banned
What would be the point of this? Except dumping money of course. Remote play is a completely uninteresting feature for most people. It only makes things more complicated and ads costs.

Not according to the majority of WiiU owners in that thread saying they use off TV play more than not...
 

nib95

Banned
Someone correct if my math is wrong here, but taking into consideration the exchange rate sony used (80 yen to the dollar for 4-12 2012 and 81.2 yen to the dollar for the quarter), the big loser continues to be one of Kaz' pillars, mobile:

Mobile Product & Communication (04/2012 - 12/2012) = -¥72.6B (-$907.5M)
Mobile Product & Communication (09/2012 - 12/2012) = -¥21.3B (-$262.32M)

That is worse than last year when, still in the JV, it did -536M Euros

Considering the buzz around the xperia lineup lately, I'm a little surprised.

By comparison, the one that everyone thinks is a huge loser and tracks them down:

Home and Entertainment (04/2012 - 12/2012) = -¥33.8B (-$422.5M)
Home and Entertainment (09/2012 - 12/2012) = -¥8.0B (-$98.5M)

While still bad, that's a huge improvement from the last FY where the tv segment did -$2.803B

New Xperia line haven't been released yet. They probably spent a good amount researching, developing and marketing it mind.
 

hirokazu

Member
'Lower sales of hardware' speaks for itself.



Yeah huge success, lets ignore that sales to consumers were down in Europe all holiday eh ...



Actually funnily enough, I think Japan + Europe + US shows a smaller gap this year than last, would have to check.

Wow, dude. It really seems to me, a neutral observer, like your sole agenda in this thread is to shit on PS3 sales and make sure that they doooowwwwwwn because it makes you feel better or something.
 
Instead of thinking you could read the earnings release we are discussing in this thread.

What a wonderful demeanor you have. Sorry, I was merely reading the wire reports that said Sony is now in the black.

Not according to the majority of WiiU owners in that thread saying they use off TV play more than not...

Yep. Streaming cloud gaming to the Vita could be really cool. I'd definitely keep re-upping my PSN+ account for that.
 

AOC83

Banned
It's a bad idea, but the alternative is worse. I know all the Sony fans are hyping Kaz, but he's now clusterfucked the PSN fiasco and the Vita. I'm hoping there's a larger plan in place and he's not just sitting back waiting for something magical to happen to get people to buy his handheld. People keep saying price drop, but there was a pretty good amount of price drops during the holidays and it didn't seem to do much to help it. AC and CoD did very little either. They literally don't possess a system seller. Throw one free in every PS4 box. Or better yet, take all of the unsold Vitas, rip off their Dpads, and put those on whatever new PS4 controller they're making. Get something from the Vita.

The point is, the Vita can´t be safed at all. The only thing it can do is causing even more harm than it alreay did. Every cent spent for something Vita related would be better spent somewhere else. This platform shold´ve never seen the light of the day.
 

meta4

Junior Member
Wow, dude. It really seems to me, a neutral observer, like your sole agenda in this thread is to shit on PS3 sales and make sure that they doooowwwwwwn because it makes you feel better or something.

You must be new to these kind of threads. It sometimes feels there are Sony and MS PR's planted in neogaf.
 

hirokazu

Member
Unless the Vita integrates closely with the PS4 which to my mind it is almost certain to do.

Not saying it will help at all, but to me this is the reason Sony is yet to drop the price. If anything the poor Vita performance might be pushing the PS4 release forward.

I always thought they weren't lowering the price on Vita because they literally can't afford to have it sold at a loss given the financial situation they're in. And I agree with them, it might sell like hotcakes if they lower the price drastically, but a slight price drop isn't going to do much at all. The problem is lack of compelling software.

It's a shame because I want to pick one at when the price is right and there's good software I want. It looks like a great system, but its prospects don't look very good at all.
 

pixelbox

Member
Even if the Vitas price was 199 with a game, people would still want a real price drop. 160 would do the trick and allow for more useful apps like wake up club. Apps beyond games.
 

AOC83

Banned
Not according to the majority of WiiU owners in that thread saying they use off TV play more than not...

That´s probably because the majority of the WiiU owners at this point are fanboys that like off TV play just for the sake of it. General interest in the Gamepad is very low, just look at the sales numbers or the all around hype level of the WiiU. It´s not a well reveived platform at all.
 

yurinka

Member
I really don't understand how anyone can still believe that Sony has some secret plan to save it.

They couldn't afford to cut the price before the holidays in the West, when it had the best chance of helping; they certainly can't shift first-party development away from consoles with the PS4 launch rapidly approaching (and even then, it's far from guaranteed that Sony's top studios are capable of making a game that could sell well in the current handheld market); and they don't have the necessary leverage over third parties to secure exclusives (and, as far as Western third parties are concerned, see the previous parentheses).

They have yet to respond to Vita's sales with any great urgency, because a response by definition involves solutions (or at least potential solutions) and Sony simply doesn't have any.
Some Sony guy said that Vita price cut was going to wait until this year. We have 2 PS events this month so maybe they say something there. If not, let's say it's announced in Q2 (E3?).

There is also PS4 to be announced, and Sony has a history of console and handheld integrations, always improving with each iteration. Unlike PS3 now PS4 can be designed with this in mind, which would make sense considering WiiU and Smartglass trends. Just with wifin and the extra PS4 horsepower we'll see an improvement here. Depending how are they integrated, if PS4 works well (likely considering PS4 and Durango rumors) it would push Vita sales.

Regarding games, they have some cool ones coming. Depending how the PS4 and Gaikai integration works (wouldn't be rare to see Gaikai running on Vita, even with PS4 games) we can get a boost in Vita value here.

Yes, most devs will be focused on PS4 instead of in Vita. Both Sony and the 3rd party. But if the stated above comes true Vita is going to get more attention from everybody without needing magic things.

Vita also pioneered some areas that seems to be important in the Sony strategy : to integrate several devices through multiplatform digital services or a new way for game submissions are some examples. That maybe aren't important as of now in Vita itself, but will help them to learn and test before moving them to other Sony platforms (in some cases PS4, in some cases phones, tablets, etc) so they may prefer to have them running in as much as places as possible, and to kill Vita would affect them in the other services too (example : PSM).

It doesn't make sense to kill it now, just following its natural path Vita will improve. The question is how much depending on how much they push it. And Sony -as Kaz said- plans and evalute things for the long term, so I'm pretty sure that they were considering these things before its release. Vita numbers are a under initial estimations, remember that they come from PSP and PS3, where they really tanked vs what everybody was expecting for their first years.

So they should be ok with current Vita numbers looking at the long terms.
 
That´s probably because the majority of the WiiU owners at this point are fanboys that like off TV play just for the sake of it. General interest in the Gamepad is very low, just look at the sales numbers or the all around hype level of the WiiU. It´s not a well reveived platform at all.

Maybe or maybe not, but that is a completely different argument then Sony thinking it is still a really great idea and trying to take advantage of it.

It doesn't make sense to kill it now, just following its natural path Vita will improve. The question is how much depending on how much they push it. And Sony as Kaz said they plan and evalute things for the long term, so I'm pretty sure that they're considering these things.

Looks like we are thinking along the same lines. There are plenty of reasons they will keep the Vita around and keep pushing it. It would be a long road back for sure, but there is still certainly a path.
 

pixelbox

Member
The point is, the Vita can´t be safed at all. The only thing it can do is causing even more harm than it alreay did. Every cent spent for something Vita related would be better spent somewhere else. This platform shold´ve never seen the light of the day.
Or any other handheld with that logic. Vita is way more expensive than the 3ds including memory cards and thats the main issue. I use my vita daily. I have no short in games.
 

AOC83

Banned
PS3 remote play has that option IIRC. But because of Gaikai, cloud gaming may even be a better option.

I don´t think it would be technically possible to stream PS4 games to the Vita, especially not when you´re using it as a real handheld and leave your house.
 
Someone correct if my math is wrong here, but taking into consideration the exchange rate sony used (80 yen to the dollar for 4-12 2012 and 81.2 yen to the dollar for the quarter), the big loser continues to be one of Kaz' pillars, mobile:

Mobile Product & Communication (04/2012 - 12/2012) = -¥72.6B (-$907.5M)
Mobile Product & Communication (09/2012 - 12/2012) = -¥21.3B (-$262.32M)

That is worse than last year when, still in the JV, it did -536M Euros

Considering the buzz around the xperia lineup lately, I'm a little surprised.

By comparison, the one that everyone thinks is a huge loser and tracks them down:

Home and Entertainment (04/2012 - 12/2012) = -¥33.8B (-$422.5M)
Home and Entertainment (09/2012 - 12/2012) = -¥8.0B (-$98.5M)

While still bad, that's a huge improvement from the last FY where the tv segment did -$2.803B

Ouch at mobile, but it is arguably an Investment.
TV looks surprisingly 'okay'. Good spot.
 
Or any other handheld with that logic. Vita is way more expensive than the 3ds including memory cards and thats the main issue. I use my vita daily. I have no short in games.

I think the main issue is 3DS has Pokemon, Mario, Animal Crossing, Monster Hunter etc etc and Vita doesn't. What's a price cut going to do? Make a handheld that most people don't want more attractive, when what people probably want is a reason to buy one. Perhaps streaming cloud-based gaming is the answer. I'd hate to see the Vita just get price cut after price cut and slowly die (literally death by a 1000 cuts).
 

alphaNoid

Banned
Doesn't look too well, the numbers, the PS2+PS3 combined figures.. it just reeks of them doing the best damage control they can.
 

AOC83

Banned
Or any other handheld with that logic. Vita is way more expensive than the 3ds including memory cards and thats the main issue. I use my vita daily. I have no short in games.

No not every handheld, the 3DS does just fine. But that´s about the only platform that can succeed in this environment. There is no place for other dedicated gaming handhelds anymore.

And as i said earlier, the Vita is available for 199€ including a game, that´s about the price region of the 3DS.
 
Someone correct if my math is wrong here, but taking into consideration the exchange rate sony used (80 yen to the dollar for 4-12 2012 and 81.2 yen to the dollar for the quarter), the big loser continues to be one of Kaz' pillars, mobile:

Mobile Product & Communication (04/2012 - 12/2012) = -¥72.6B (-$907.5M)
Mobile Product & Communication (09/2012 - 12/2012) = -¥21.3B (-$262.32M)

That is worse than last year when, still in the JV, it did -536M Euros

Considering the buzz around the xperia lineup lately, I'm a little surprised.

I have no idea how Sony did it during the joint venture but Mobile Product & Communication includes Vaio laptops (which probably sell shit all these days) and tablets (which Sony hasn't released a single good model and thus hasn't sold any).

So the losses from utterly unproductive sectors might have been rolled together. I can't check your numbers because I'm on my phone but a quick check shows that Sony Mobile has, at least, significantly increased sales and operating revenue whether through selling more hardware or having a higher average selling price.
 

AOC83

Banned
I think the main issue is 3DS has Pokemon, Mario, Animal Crossing, Monster Hunter etc etc and Vita doesn't. What's a price cut going to do?

Yep, the 3DS has all the franchises that are big in Japan or big for children below 14 in EU/US. These two are the key to a successful handheld.
 

bakedpony

Member
I don´t think it would be technically possible to stream PS4 games to the Vita, especially not when you´re using it as a real handheld and leave your house.

With cloud gaming, it's not impossible.It is of course just a possibility. We'll see what Sony has in store for PS4-Vita connectivity.
 
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