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Sony Q3/FY18 Results: 8.1mil PS4 / LTD 94.2mil ( [email protected] subs/FY forecast unchanged @17.5mil)

ZhugeEX

ZhugeEX

Senior Analyst at Niko Partners
Verified
Oct 24, 2017
3,099
Sony posted its Q3 FY2018 earnings today which covers the 3 month period ending December 31st 2018.

Looking specifically at the Game & Network services division:
  • Revenue up 10% YoY to ¥790.6 billion, primarily driven by an increase in game software sales and partially offset by the impact of a decrease in PS4 hardware unit sales selling at promotional prices during the year-end selling season.
  • Operating Income declined 14% YoY to ¥73.1 billion. This was primarily due to lower PS4 hardware unit sales compared to the prior year and a negative impact from from foreign exchange rates, partially offset by higher software sales.
  • The full year forecast for Sony's Game and Network Services segment remains unchanged.
  • PS4 shipped 8.1m units of hardware during the quarter taking the cumulative total to 94.2 million as Dec 31st 2018.
  • A total of 87.2 million units of PS4 software were shipped during the quarter, of which 37% was digital full game downloads.
  • There are now 36.3 million PlayStation Plus Subscribers.

https://www.sony.net/SonyInfo/IR/library/presen/er/pdf/18q3_sonypre.pdf
 
Kolx

Kolx

Member
Oct 25, 2017
8,505
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Credit to Daniel Ahmad for the 3 pictures above, but can't post more than 2 tweets so I posted just the pic.




Sony as whole:
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modiz

modiz

Member
Oct 8, 2018
17,831
From October to Decemeber the PS4 has shipped 8.1M units, which brings the total of PS4 shipped units to 94.2M. Also back in early January Sony announced the PS4 sold through 91.6M.
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Jarod McChicken

Jarod McChicken

Member
Oct 27, 2017
2,073
You can follow Zhuge's tweet to complete the op =)

For example, PlayStation now has 36.3 million PlayStation Plus Subscribers, up 15% YoY.

https://twitter.com/ZhugeEX



Also :

PS4
Q1 2018 : 2,5M
Q2 2018 : 3,2M
Q3 2018 : 3,9M
Q4 2018 : 8,1M
17,7M

Switch
Q1 2018 : 2,93M
Q2 2018 : 1,88M
Q3 2018 : 3,19M
Q4 2018 : 9,42M
17,4M
 
Last edited:
Welfare

Welfare

Prophet of Truth - You’re my Numberwall
Member
Oct 26, 2017
5,912
That's 2.6M unsold PS4's at the end of 2018. That's slightly down from the 2.9M unsold at the end of 2017.

Wonder how that'll effect shipments going forward when sales fall YOY.
 
DrDeckard

DrDeckard

Banned
Oct 25, 2017
8,109
UK
Jarod McChicken said:
You can follow Zhuge's tweet to complete the op =)

For example, PlayStation now has 36.3 million PlayStation Plus Subscribers, up 15% YoY.

https://twitter.com/ZhugeEX

Also :

PS4
Q1 2018 : 2,5M
Q2 2018 : 3,2M
Q3 2018 : 3,9M
Q4 2018 : 8,1M
17,7M

Switch
Q1 2018 : 2,93M
Q2 2018 : 1,88M
Q3 2018 : 3,19M
Q4 2018 : 9,42M
17,4M
Click to expand...
Click to shrink...


Pretty impressive, I still can't quite wrap my head around switch having such a "weak" year software wise and still going for to toe with the ps4 that it has games of the year and multiple first party and third party huge releases.

Ps4 has been amazing this gen. Time to pass the torch to Nintendo for a few years though I think.

Do we get software updates from sony?
 
kadotsu

kadotsu

Member
Oct 25, 2017
3,504
I hope they use that revenue growth to make the PS5 a bit more of a loss leader product.
 
modiz

modiz

Member
Oct 8, 2018
17,831
Interesting to note as well, the PS4 sold more units than it has shipped this year. It sold 18M units and shipped 17.7M.
 
Callibretto

Callibretto

Member
Oct 25, 2017
9,491
Indonesia
Sonicfan059 said:
Absolutely crazy a 5 year old console that didn't have any official price reductions(at least in NA where it's still $299) all year outside of Black Friday is still going so strong. This momentum will surely carry on to PS5.
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I don't know, maybe people are perfectly satisfied with ps4 and see no need for ps5. I can't imagine ps5 selling the same pace as ps4 and switch. Also, seems like the spec jump this time will be less than previous generation transition. I could imagine ps5 selling more like ps4 pro than ps4.
 
Strings

Strings

Member
Oct 27, 2017
31,381
I'm really curious how they'll do in 2019. They're approaching saturation at this point, so... ~14-15m without a price cut?
 
vivftp

vivftp

Member
Oct 29, 2017
19,753
Those profits, daaaaaaaaamn.

Sony be kicking names and taking ass!

2019 is gonna be exciting. IF they manage to get TLOU 2, GoT, Death Stranding, Days Gone and Dreams all out this year I think they'll be able to exceed 2018's sales for number of consoles sold and profits. Bring it on Sony!!!
 

Michael

Member
Oct 28, 2017
103
Good for Sony, but more importantly good for developers, and good for gamers. Exciting to see PS4 continue to sell very well.
 
Dabi3

Dabi3

Attempted to circumvent ban with alt account
Banned
Oct 27, 2017
1,552
I mean, they could just make the Spider-Man bundle a permanent thing and slash the price. They might be able to smell 150M.
 
Jarod McChicken

Jarod McChicken

Member
Oct 27, 2017
2,073
Also important, while the operating income decrased for the quarter, they are still way up year on year for the fiscal year. Those numbers righe here are monstrous

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Kage Maru

Kage Maru

Member
Oct 27, 2017
3,804
Jarod McChicken said:
You can follow Zhuge's tweet to complete the op =)

For example, PlayStation now has 36.3 million PlayStation Plus Subscribers, up 15% YoY.

https://twitter.com/ZhugeEX



Also :

PS4
Q1 2018 : 2,5M
Q2 2018 : 3,2M
Q3 2018 : 3,9M
Q4 2018 : 8,1M
17,7M

Switch
Q1 2018 : 2,93M
Q2 2018 : 1,88M
Q3 2018 : 3,19M
Q4 2018 : 9,42M
17,4M
Click to expand...
Click to shrink...


Fucking hell, that is awesome. The turnaround from last gen to now has been crazy and well deserved.
 
dabbling

dabbling

Member
Dec 3, 2018
413
Can anyone share the yearly shipments for the PS4? Its consistency throughout its lifecycle is so impressive.
 
THE GUY

THE GUY

Banned
Oct 27, 2017
4,223
vivftp said:
I dunno, I thought we were getting rumors that localization was happening on both games already. Could point to both coming in 2019
Click to expand...
Click to shrink...
Yeah, I wouldn't be surprised at both Death Stranding and Last of Us 2 showing up this year. Ghost of Tsushima is likely a 2020 game though. That'll probably be their big early 2020 game.
 
Mercenary09

Mercenary09

Banned
Oct 27, 2017
2,395
Massive congrats to them and they deserve every sale. They've done an outstanding job this generation. Onwards to 100 million.
 
Ichi

Ichi

Banned
Sep 10, 2018
1,997
Imagine how much Sony is making from royalties on each game sold, and an even higher cut when it's sold digitally. Damn.
 
Anth0ny

Anth0ny

Member
Oct 25, 2017
46,821
god damn did they figure their shit out this generation or what

even the ps2 gen makes them look lost in comparison

I think we have a new blueprint for launching and sustaining a console going forward
 
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