PS3 forecasts: Setting the record straight, wondering about their Q2 report

[NJ5]

KruzeS said:
Unless I'm mistaken, that 11 million figure is never explicitly mentioned on the Q1 report, or at least they don't specifically say it's sold rather than shipped. All they say is "[their] forecast for the [fiscal year] is unchanged from the [previous] forecast". I'd say 11 million is with the previous counting method.

That means they expect 16.5 million shipped (as in warehouses) LTD in March 2008, and say nothing about sold (as in retail). They may still meet it, but only with some 4-5 million units in inventory, and another 1-2 million or so lying around somewhere - they already had 2 million in inventory this March, so that's not unbelievable. Also, that might explain the PS2 and PSP disparity, as they're may not want be willing to build inventory on those.

I think you're probably wrong, since they said in their latest report that they're changing their method of counting shipped units. Saying "we changed our method" implies they'll count it in the new way from now on... Quote from the financial statement conference:

This is Nobuyuki Oneda. I will answer your questions. We just changed the shipping information from the production basis to the shipping basis starting from this quarter. The reason for this is that, after the last earnings call, we (inaudible) the media and the investors, that the production or shipment unit is not leading to our sales and (inaudible), sale’s amount, so it’s better to change from the production to the sale’s basis, [serene] basis. So that is the main ideas.