Not a great quarter for PS, to be honest, even if we consider the PS4s japanese launch was in the same quarter last year then that still doesn't make this YoY drop anything more than, kind of disappointing. I'm assuming The Order and the Vita can be blamed for the operating loss this quarter.
PS4 sales are expected to increase (interesting that no PS3 or handheld forecast is given) but revenue and operating profit are expected to be flat/slightly down, which the drop in PS3 sales and unfavourable exchange rates are blamed for. Now to be optimistic one could say that Sony adjusted last years PS forecast up a couple times and still beat it, so these results could end up a lot better, but for that to happen I'd say that a price cut and at least one software heavy hitter is needed. OI margin forecasts are still low, probably due to the Vita and just certain 1st party/Sony published titles bombing which unfortunately is par for the course for Sony, I'm sure everyone already has quite a few Sony titles that they expect to flop this year, I know I do.
Overall I think better results for the division are possible it's just a matter of Sony taking the opportunities.
Oh and that article that counted stronger than expected PS4 sales as a reason for the OI forecast revision seems to have been completely bullshitting.
How so? They've haven't lowered the price. They don't manufacture a lot of units. They don't advertise the product. They thoroughly do not care. It could hardly lose a lot of money if money was never invested in the first place.
Edit: I see it was all from components they had sitting. Not sure why Sony would make an excess of Vita components with no new drivers for demand.