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Sony Q3/FY18 Results: 8.1mil PS4 / LTD 94.2mil ( [email protected] subs/FY forecast unchanged @17.5mil)
- Thread starter ZhugeEX
- Start date
Talking out of my ass but I would say:
Uncharted 4: Long past 10 million, since it sold 8.7 million in 7 months
Horizon Zero Dawn: Maybe it is closing in 10 million, since it sold 7.6 million in 1 year
God of War: Definitely 10+ million, since it sold 5 million in 1 month
Spiderman: 10+ million too
Basically every one is at 10+ million
Sony first party is ridiculous this gen, they are reaching Nintendo status
PS4 has also a chance to make new yearly record in terms of sw shipped this year (breaking PS2 record). PS2 shipped 252 million units of software during FY ending March 2005. PS4 is at 203 million before last quarter (last year PS4 shipped 52 million units of sw during last quarter)
Sure. it didn't probably lose that much money. It could have made nice amount though if they had made better product.
Sure. it didn't probably lose that much money. It could have made nice amount though if they had made better product.
Yeah I guess i got a first for my ignore list.
I'm willing to discuss anything about financials, just not with a person that acts like you.
And that bold part is still wrong.
24% of Microsofts gaming revenue is Hardware & Accessories for Q4CY18
38% of Sonys gaming revenue is Hardware & Accessories for Q4CY18
That is as like for like as it gets.
If anyone should be proud it's the Company itself if they set a traget for themselves and reached or surpassed that.
This is embarrassing. I'm definitely not visit a Sony financial topic again.
What the fuck are they doing?
Why are they adding more waste to their process?
isn't there a new console and and updated PSN on the way?
OP
OP
ZhugeEX
Don't you think too that the number Sony report about software seems false ?
We do know that as of Dec 31 2018 (Q3 FY2018), there are 876m software sold
And the number of software sold for FY2015/16/17 are available here (page 7)
And the number as of end of Q3 FY2013 was 9.7m software sold
They announced 20.5m software sold as of 13th April 2014
I made a summary here and even with these numbers, I can't have the number of at least 80m+ at the end of FY2014 (81.8m software sold (as of 4th Jan 2015))
Do you have an idea ?
Because 876 million is software sold through to consumers inc digital sales.
The software numbers reported in Sony's financials are shipments to retail inc digital sales. So actually the total number of software shipped is higher than 876m.
Yeah, the rise of Sony's 1st party output is amazing. Imo Uncharted 4, TLOU, TLOU2, God of War, Spider-Man, Death Stranding and Horizon Zero Dawn will sell well over 10 million copies worldwide.
Damn, going to hit 100M in a little over 5 years. I never would have dreamed, even as optimistic I was at launch after they announced price. And if you had said it could hit these numbers and not even be at 10M in Japan, I would have laughed in your face.
Awesome results by Sony! Hardware sales are still quite high despite being "down", and it's no surprise that PSN continues to thrive. I still can't believe that we're looking at results like this for the console gen that people thought wouldn't happen.
Not enough for them to be top dog companies like Apple Google MS and Amazon. I want a super stable Sony in the industry, wealthy non-arrogant Sony seems like it rises all tides.
The Last of Us 2 should be the biggest Sony game launch ever imo
It will launch on a 100 million install base
It is going to be freaking gigantic
More than that, if they hit their FY target they'll more or less make up for PS3 losses and match PS2 income combined. With another FY of the cycle in hand.
Seems investors are not happy with Sony results,stock is down more then 9% today.
This is how WSJ reacted:
Sony May Need a New PlayStation Soon
https://www.wsj.com/articles/sony-may-need-a-new-playstation-soon-11549022877
What do you think ZhugeEX ?
This is how WSJ reacted:
Sony May Need a New PlayStation Soon
https://www.wsj.com/articles/sony-may-need-a-new-playstation-soon-11549022877
What do you think ZhugeEX ?
these guys are too old fashioned. like with nintendo, they focus too much on hardware sales figures alone, especially considering sony are on track to meet their expectations arent they?
OP
OP
In general Sony has other segments which aren't performing as well. In terms of games, the big challenge for next fiscal year is whether Sony can grow profit despite an expected drop in hardware sales. So a lot will rely on network sales growth, more so than before. Also a lot of uncertainty around PS5 and next gen in general.
Yes. The official price is still $299 for the standard PS4 and $399 for the PS4 Pro. Crazy, isn't it?
What are these other segments? Sony Mobile is pretty much the only loss leader. And they have just restructured that division.
Sony as a whole has kept its $7.7bn forecast
Do you know why their financial services revenue was down around 1.9 billion USD compared to last year?
Capitalism sure is weird.
Sony - "Hey guys, we've got a record success for a system that's five years old that is beating the competition very confidently, even when the rivals are doing well!"
Investors - "SHUT EVERYTHING DOWN"
But anyway, it's an incredible success for Sony. I don't think they will match it with the PS5 (Especially given that Nintendo and Microsoft aren't going to be overconfident this time around) but they will do well if their investment and planning goes smoothly.
Frankly,i think PS5 will be,in a sense,new PS2.
PS4 was kinda new beginning for Sony,like PS1 back in 1995. (after PS3 disaster)
You don't need to subscribe to Plus if you're not interested in MP.
you really didn't b/c you compared % without numbers attached to them for context
Probably investing a shit ton in R&D. If they're still making big profits while developing the ps5 profits will be insane when it releases and those costs are gone
What the fuck are they doing?
Why are they adding more waste to their process?
Looks like it. The PS4 has been a huge turnaround for them.
You could do the math yourself.
Both numbers are public knowledge.
Sony is $7bn
Microsoft is $4.23bn
Pie-Charts are for %share and breakdowns.
On topic:
Why is netprofit above OI?
What assets did Sony sell? What godwill or tax impact?
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The costs are crazy.
What the fuck are they doing?
Why are they adding more waste to their process?
Even though their PSN revenue alone are crazy high, higher than Nintendo (and MS' gaming division).
Sony's gaming division's net profit is "just" $667m, Nintendo's is $958m.
Anyone know MS' gaming division net profit?
Thats not at all whats happening here.
Ps4 shows signs of slowing down and is unlikely to further grow the business, while Ps5 isn't announced yet.
So for investors this is a sign of uncertainty with the possibility of the current situation being the end of a peak.
There is always a certain percentage of investors who are volatile and react strongly to news. If Ps5 announcement isn't a disaster you'll see a similarly large stock hike going along with it.
I don't know if we know precisely and officially the number of games sold for previous PlayStation consoles, but about those 876 million PS4 software, only two Nintendo systems sold more games, the Nintendo DS (948,6M) and the Wii (920,6M). Moreover, if I understood what Zhuge said before, the PS4 software number is sell-through instead of sell-in.
Also, the PS4 vs Switch hardware was compared enough in other threads, but the number of games is as much important, especially for PS4 at this point of the cycle. In 2018, 255 million PS4 games were sold, compared to 111 million games for Switch (if I didn't screw up my calculation). It's worth noting that with 164 million software LTD, the Switch has already sold almost half of what the 3DS sold in 8 years (376M).
One last note, I saw questions about PS VR sales, but it seems unlikely there was a particular performance there. In the "Others" segment, Sony includes sales of peripherals including PS VR. For october/december 2018, this segment is down from 730M$ to 703M$ in sales year on year. Of course this is not only PS VR and because of all the price cuts it's very possible they sold more PS VR units than last year, but even in this case that was not significant enough to bring more money to the table.
Also, the PS4 vs Switch hardware was compared enough in other threads, but the number of games is as much important, especially for PS4 at this point of the cycle. In 2018, 255 million PS4 games were sold, compared to 111 million games for Switch (if I didn't screw up my calculation). It's worth noting that with 164 million software LTD, the Switch has already sold almost half of what the 3DS sold in 8 years (376M).
One last note, I saw questions about PS VR sales, but it seems unlikely there was a particular performance there. In the "Others" segment, Sony includes sales of peripherals including PS VR. For october/december 2018, this segment is down from 730M$ to 703M$ in sales year on year. Of course this is not only PS VR and because of all the price cuts it's very possible they sold more PS VR units than last year, but even in this case that was not significant enough to bring more money to the table.
We will know MS Gaming division Operating Profit when MS will be leader or at least not as far behind Sony as now
I made about this if you're interested in :
https://www.resetera.com/threads/so...ios-projects-ot2.48452/page-250#post-14518699
And the number reported in fiscal report are number of games sold (= shipments to retailers [sell-in] + digital sales)
Sony disclosed this number sold for FY15/16/17 and so far for FY18, the total is : 826.4m games sold (shipments+digital sales)
And we do know that as of 4 Jan 2015, there were 81.8m games sold-through (so shipments numbers are higher than that)
So as of 31 Dec 2018, the number of PS4 games sold is minimum 908.2m
Therefore, if Sony would report 50m for Q4 FY2018, the number of games sold would reach 958.2m games sold minimum
And it would officially beat Wii and NDS numbers, near PS1 (962m) and PS3 estimates of 950-970m (all these are shipments + digital sales)
Previous Q4 were 50.6m (FY2016) and 52m (FY2017) so it might reach 50m too for Q4 FY2018
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We have shipment numbers - PS4 sell-through is going to overtake PS3 and PS1 shipments within next 2-3 quarters on software. Worth noting that 250M+/year is a number that only PS2 reached before on Sony consoles, and even that only hit that high once IIRC, while PS4 is on-track to repeat it this year, and who knows how FY 2019 will look like.
Software sales are at 876m, it's right in the report on page 8 https://www.sony.net/SonyInfo/IR/library/presen/er/pdf/18q3_supplement.pdf
The thing is though, the numbers do indeed not add up. Sony puts the number at 777.9m as of June 30th 2018 and at 876m as of December 31st 2018, a difference of 98.1m. Yet they reported shipment of 75.1m in Q2 and 87.2m in Q3, which would put the number at 162.3m. So yeah, uhm what Sony?
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