EmptySpace
Banned
i meant the majority of investors. it's more than enough to know it got out of a loss.Right. That's why someone asked on the call -- because investors don't want to know.
i meant the majority of investors. it's more than enough to know it got out of a loss.Right. That's why someone asked on the call -- because investors don't want to know.
i meant the majority of investors. it's more than enough to know it got out of a loss.
From earnings call Q&A transcript:
:/
Such bs, to an entirely valid question for analysts and investors to want to know.
To which at the time I was rather incredulous about.Just talked to a rep with our games distributor. Reportedly, Sony is not making them available to US retailers at the moment. Not the Borderlands 2 bundle, nothing. So it's not that retailers won't stock it. It's that they can't.
Word on the street is that Sony's trying to satisfy strong international demand first. I'm not sure if that's Sony's official excuse or not, as I had a hard time hearing him clearly.
All I can say is if that's true, where in the world is soaking up all the Vita production. The 2k hasn't launched in mainland Europe yet and we know Japan only sells about 60k a month. Sony must of massively cut back production if they're selling all they can produce.
From earnings call Q&A transcript:
Q: In Game, can you tell us the rough split or the precise split between PS3 and PS4 shipments so that we can understand how the new platform is performing?
A: We can't provide the breakdown of our PS3 and PS4, sorry.
:/
Such bs, to an entirely valid question for analysts and investors to want to know.
From earnings call Q&A transcript:
:/
Such bs, to an entirely valid question for analysts and investors to want to know.
Ahh the natural selection of exclusives. Kinda like what has happened to Tales Of. I'm just looking at this from a pure multiplat view though and the Xbox divisions own IP.But for other projects and smaller teams? They could be forced to think about it.
Microsoft doesn't actually want to create video games and be embedded in this loss-leading nightmare market. The XBox One's original unveiling was the culmination of XBox division's original goal of becoming the central hub for consumer content in the battle for the living room. They've now gutted/de-emphasized all of the features that could make this vision come true, and the 2000-era "battle of the living room" is being fought in the tablet market instead of set top boxes.
MS will not be happy squeezing out a profit in third place after 15 years. That is not why they entered this market.
The problem is also the amount spent this time to get this console started. 400 million paid to NFL, more than that spent on Kinect 2 R&D, loss of potential advertising dollars due to Kinect not being in the equation anymore, ESRAM and DDR3 not really lowering in price at the same speed as GDDR5. They're basically starting as bad off as OG Xbox financially. At least Live Gold revenue will be much higher than OG Xbox days so it remains to be seen how profitable they can be.
I don't understand why they refuse to answer that, especially when we already know the answer paints a pretty damn good picture for the PS4.
And with that said I would like to share with you, our fans that the PS4 has reached <insert number> sales worldwide. <applause> Hrm, <insert fancy words>.
The problem is also the amount spent this time to get this console started. 400 million paid to NFL, more than that spent on Kinect 2 R&D, loss of potential advertising dollars due to Kinect not being in the equation anymore, ESRAM and DDR3 not really lowering in price at the same speed as GDDR5. They're basically starting as bad off as OG Xbox financially. At least Live Gold revenue will be much higher than OG Xbox days so it remains to be seen how profitable they can be.
Completely different games. TLoU came out last year originally. It also isn't as big as Halo. Halo is also 4 full games. Different scale completely.
I don't understand why they refuse to answer that, especially when we already know the answer paints a pretty damn good picture for the PS4.
I don't think this is terminal for MS or anything close. The PS3 was way behind the 360 for most of its life, but pulled level (overtook?) right at the end of the generation. If MS can bring the games then people will buy.
If it was me I would have pushed Yoshida for an answer at least to show how opaque Sony are being with sales figures.What the hell. This just makes me angry.
If it was me I would have pushed Yoshida for an answer at least to show how opaque Sony are being with sales figures.
I dont even see why it is legal to hide sales figures pike that. Of course amazon does it all the time is well and there is no way to ever know how their devices are doing. In my opinion a public company should have to reveal all their sales numbers.
Not sure if I agree. PS3 had the benefit of having a lot of untapped horsepower that served them well with some exclusives later on in the life cycle that just could not be duplicated on the 360.
There's no hidden advantage for the Xbone over the PS4. Both architectures are very similar. I know a lot of Xbone proponents argue that the 32mb of sdram are an advantage over the PS4, but it will require extremely deft use of that cache by developers in order for the Xbone to achieve parity with the PS4 in terms of memory bandwidth.
Regardless, it's hard to tell if this is terminal or not. It's very disconcerting for the Xbone to be this far behind at this point in the generation when there are so few exclusives to differentiate the two consoles.
But I think you're 100% correct in your last statement. Ultimately if MS can crank out some great 1st party exclusives, people are going to buy an Xbone. Period. I'm doubtful that they can create enough exclusive content to close the gap, Microsoft has far fewer 1st party resources than Sony does. But Microsoft can still prevent this console generation from being a disaster for them by committing themselves to as many great 1st party games as possible. That strategy always sells consoles.
They combine the PS3 and PS4 number too. Probably for easier viewing (console and handheld sales). They probably combine all cellphone models too i would guess.It made sense when they were trying to hide the vita numbers but even the combined psp+vita is bad so I dont know why they continue to combine them.
Also I dont think MS will be happy to squeak by with profits considering how long they have been investing in the Xbox brand.
The problem is also the amount spent this time to get this console started. 400 million paid to NFL, more than that spent on Kinect 2 R&D, loss of potential advertising dollars due to Kinect not being in the equation anymore, ESRAM and DDR3 not really lowering in price at the same speed as GDDR5. They're basically starting as bad off as OG Xbox financially. At least Live Gold revenue will be much higher than OG Xbox days so it remains to be seen how profitable they can be.
Exactly! No matter how much work you put into it, overall the PS4's 8GB GDDR5 RAM will always be clearly superior compared to the Xbone's 8GB DDR3+32MB ESRAM.The Esram is a memory band-aid, nothing more, it's not a special piece of exotic hardware built into the GPU die to make better graphics and whatnot, it's a patch to allow the memory of the DDR3 to work more efficiently...
A year ago, PS3 shipped 1.1M for the quarter. Per US NPD, sales were down like 60% YOY, but I'm not sure how it's been selling in not-US.We can ball-park the number from previous PS3 shipments, right?
Sure it isn't perfect but it's better than nothing. Around 2,9 million PS4's? Or 3 million?
To some extent, Sony is suffering from a problem similar to that confronting Samsung Electronics Co. 005930.SE -3.80% , which on Thursday reported a steep drop in operating profit because of slowing smartphone sales. Though Samsung sold about eight times as many smartphones as Sony during the April-June quarter, both companies are facing pressure from Apple Inc. AAPL +0.55% 's iPhones at the high end of the market and from upstart Chinese brands at the low end.
Three Chinese smartphone makers that rank between No. 3 and No. 5 globally in terms of market shareHuawei Technologies Co., Lenovo Group Ltd. LNVGY +1.15% and Xiaomi Inc.all made sizable gains in the latest quarter, according to data from Counterpoint, a technology research firm. While Huawei's smartphone shipments nearly doubled, to 20.6 million, Sony's fell to 9.4 million from 9.6 million, giving it a market share of about 3.1%. Among the leading brands, it was the only one to post a decline.
Smartphone sales in Latin America were particularly weak, Sony said.
Sony's Smartphone Struggle
http://online.wsj.com/articles/sony-posts-surprise-profit-1406788070?mod=e2tw
Chinese smartphone manufactures are taking over. Huawei sales are up 95% yoy. Last week Huawei said their Latin America smartphone sales were up 550% yoy.
Many think Huawei will overtake Apple as the #2 smartphone manufacture.
AT&T used to sell them. Do they not anymore?Where can you buy a Sony smart phone in the USA? Are they still linked with T Mobile? I see Samsung phones everywhere but i can't remember when I've seen a Sony phone.
T Mobile exclusivity such a bad decision.
AT&T used to sell them. Do they not anymore?
Wouldn't they have sold more if the Z2 wasn't delayed and isn't there room to grow once/if they get into the US market?
I'm guessing people think this is too high, but Pacther said Sony were building 1.4M/mo starting the beginning of Sep, which would give them 4.8M to ship by the end of the year. I see no reason to think they wouldn't have been able to sell-in the entire production run. 4.2M sold-through would leave 600K still in the channel, but that's not many at all when you consider inventory spends about three weeks in the channel before most customers even see it; units shipped at the tail end of Dec won't physically hit the shelves until late Jan. At a million units a month, three weeks of inventory would be about 700K, but reportedly Sony were airlifting units, which would shorten the supply chain considerably for those particular units, bringing the total in channel down a bit.4.8 + 3.0 + 2.8 = 10.6
That sound about right for PS4?
Sorry for bump but...
What are the implications of this?
http://www.bloomberg.com/news/2014-08-07/japan-shame-index-dumps-sony-stock-adds-panasonic.html
Sorry for bump but...
What are the implications of this?
http://www.bloomberg.com/news/2014-08-07/japan-shame-index-dumps-sony-stock-adds-panasonic.html