Here: all credit goes to
ArmGunar from Reee, just trying to save this trainwreck of a thread:
Note: pictures doesn't seem to appear, if someone can fix it and repost this, we can have a discussion
*The US Dollar figures have been converted from Japanese Yen with exchange rate provided in Sony fiscal reports
Source 1 /
Source 2
As mentioned in the poll, spending on PS Store include Games & Add-on content (DLC/MTX/etc...) but no Services (as PS+/PS Now)
You can change your vote if you made a mistake
Sony Corporation - Q3 FY2019 (October - December 2019) :
Sony Revenue : ¥2463.2bn / $22.64B (+2.6% YoY from ¥2401.8bn / $21.27B - Q3 FY2018)
Sony Operating Profit : ¥300.1bn / $2.76B (-20.4% YoY from ¥377bn / $3.34B - Q3 FY2018)
Sony Net Profit : ¥229.5bn / $2.11B (-46.5% YoY from ¥429bn / $3.80B - Q3 FY2018)
- 3rd best Operating Profit ever for Sony during any quarter
- 3rd best Net Profit ever for Sony during any quarter
Last Q3, "Net profit" were inflated by these one-time gains :
- Remeasurement gain relating to consolidation of EMI (¥116.9bn / $1.03B)
- Reversal of valuation allowance for deferred tax assets (¥154.2bn / $1.37B)
Here's a table with Adjusted Results excluding one-time gain/loss, compared to Original Results
SPOILER: Q3 FY2019 CONSOLIDATED RESULTS
Top of Biggest Profit Drivers for the Quarter :
- Electronic Products & Solutions : ¥80.3bn / $0.738B
- Imaging & Sensing Solutions : ¥75.2bn / $0.691B
- Game & Network Services : ¥53.5bn / $0.492B
- Financial Services : ¥32.6bn / $0.300B
- Music : ¥36.3bn / $0.334B
- Pictures : ¥5.4bn / $0.050B
- 2nd best Revenue and Operating Profit ever for Music during Q3
- 2nd best Revenue and Operating Profit ever for Imaging & Sensing Solutions during any quarter
- 2nd best Revenue ever for Financial Services during any quarter
SPOILER: Q3 FY2019 RESULTS BY SEGMENT
Gaming Division - Q3 FY2019 Results (October - December 2019) :
Gaming Revenue : ¥632.1bn / $5.81B (-20% YoY from ¥790.6bn / $7.00B - Q3 FY2018)
Gaming Operating Profit : ¥53.5bn / $0.492B (-26.8% YoY from ¥73.1bn / $0.647B - Q3 FY2018)
- 3rd best Revenue ever for PlayStation during any quarter
This quarter, the Gaming Division accounts for :
- 25.7% of Sony total Sales/Revenue (vs 32.9% - Q3 FY2018)
- 17.8% of Sony total Operating Profit (vs 18.4% - Q3 FY2018)
PS4 shipped : 6.1m (vs 8.1m - Q3 FY2018)
PS4 LTD : 108.9m
Software sold : 81.1m (vs 87.2m - Q3 FY2018)
Software digital ratio : 49% (vs 37% - Q3 FY2018)
Software sell-through LTD : 1.181 billion games
Software sell-in LTD (minimum) : > 1.148 billion games
- During this quarter, more than 10.20 games have been sold each second worldwide (= 881 000 games sold each day)
- More than 431 000 digital games have been sold-through each day on average on the PlayStation Store during Q3
- doesn't include "download only software titles"
- 103 million players each spent ~ $27.21 on average on the PlayStation Store between Oct-Dec 2019
PS+ Members : 38.8m (up from 36.3m - Q3 FY2018)
- All-time high number of PS+ subscribers
Even with Q4 not counted, PS4 is still tracked ahead of PS2 for now
Here is below the
PS4 software sales since FY2015, including the quarterly physical/digital split from FY2016 onward
(doesn't include
"download only software titles" ; no data before FY15 because it was not provided)
Now you can take a look below at
the evolution of PS Plus subscribers and Software digital ratio over years
Here is now the
Quarterly Physical Software Sales on PS4 since FY2016 (from April 2016 onward)
And the interesting stat :
Sony's average gross margin per physical copy sold
For a $60 retail game, publishers have to pay about $7-10 to Sony as a license fee (publisher's gross margin ~ $33)
For its own first-party games, Sony's gross margin will be as high as ~ $40
When Sony's average gross margin is higher than $7-10, that's because it's inflated by the performance of its exclusives
- Q1 FY16 (Apr-June 2016) : Uncharted 4 release
- Q4 FY16 (Jan-Mar 2017) : Horizon Zero Dawn
- Q1 FY18 (Apr-June 2018) : God of War & Detroit
- Q1 FY19 (Apr-June 2019) : Days Gone
Q2 FY18 (July-Sept 2018) with Spider-Man didn't go higher (despite good performance), probably because of huge sales of annual sport titles (Madden/NBA 2K/FIFA) which lowered Sony's average gross margin
Some stats of PlayStation in 2019 (calendar year) including data of previous years to contextualize
*Sell-in numbers (sold to retailers + digital sales) come from Sony's quarterly reports and don't include
"download only software titles"
**Sell-through numbers (sold to customers via retail stores or PS Store) include
"download only software titles" (unless otherwise specified)
This is the
PlayStation Yearly Revenue & Operating Profit
I added Revenue in USD to give you an idea of what Revenue in JPY mean (therefore if Revenue USD don't follow the same growth than Revenue JPY, it's because of exchange rates)
- 2019 is the 2nd biggest year ever for PlayStation with over $18.72B in Revenue and $2.35B in Op. Profit
Here is below the
PS4 Yearly Hardware & Software Sell-in by Calendar Year (same graph with
Sell-through numbers is also available)
- More than 257 million games have been sold-through in 2019 (including "download only software titles")
- 704 000 games sold to consumers each day on average (= 8.15 games sold-through each second)
- 2nd highest yearly software sales (sell-through) for any platform in video game history
- Over 109 million digital games were sold-through on PS Store in 2019 (doesn't include "download only software titles")
]
With over 240m software sold-in last year,
PS4 2019 entered the Top 10 Highest Yearly Software Sales (Sell-in) at #4
Below are the Top 10 and Top 15 Highest Yearly Software Sales :
]
PlayStation Network generated over $12.48B in 2019 thanks to :
- PlayStation Store ($9.28B) through Games and Add-on content (MTX, DLC, etc...) purchases
- PS Services ($3.20B) with PS+ and PS Now
2019 is the 2nd highest revenue ever generated by PlayStation Network (#2 for PS Store ; #1 for Services) and during that year :
- 103 million players each spent ~ $90.14 on average on the PlayStation Store*
- about 40m PS+/PS Now subscribers spent ~ $6.66/month on average ($79.92/year)**
*calculated by the following formula : "Yearly Total Spending on PS Store" / "MAU at the end of the year"
**calculated by the following formula : "Yearly Network Services Revenue" / "Amount of PS+ & PS Now subscribers at the end of the year"
And to finish, the
PS4 Hardware sell-through with a Breakdown by Region, one with raw numbers, the other one in %
As of end of 2019 :
- US account for 30.4% of total PS4 units sold with ~ 32.2m
- International accounts for 69.6% with ~ 73.8m
- Japan : 8.3%
- Rest of the World : 61.3%
]
Gaming Division - Updated FY2019 Forecast (April 2019 - March 2020) :
Gaming Revenue : ¥1950bn / $17.89B (up/down from ¥2000bn / $18.52B - Oct 2019 forecast)
Gaming Operating Profit : ¥235bn / $2.16B (up/down from ¥240bn / $2.22B - Oct 2019 forecast)
PS4 shipments : 13.5m (flat from 13.5m - Oct 2019 forecast)
Summary of PS4 numbers
