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Sony FY2014 Earnings (2.4m PS4 + 400k PS3, 450k PSV + PSP)

Forums - Sony Discussion - Sony FY2014 Earnings (2.4m PS4 + 400k PS3, 450k PSV + PSP)

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.



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16M PS4s shipped for FY2015 prediction, price cut this year confirmed. 



DerNebel said:
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, 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 margins 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.

Yeah they took a risk with The Order: 1886 which obviously didn't pay off. It was a decent game, and had great atmosphere and feel, but it was in need of many improvements like more amount of gameplay. I guess that's too much to ask now, as a sequel will likely never be made :(

I think both Driveclub and LBP3 flopped, for obvious reasons.

I also think they should drop the Vita in US and Europe, and massively reduce production.



SWORDF1SH said:

16M PS4s shipped for FY2015 prediction, price cut this year confirmed. 


only up 1.2m units form FY2014
that seems low for a 100$ pricecut. 
but maybe we'll see 50 only

CY2014 shipments were 15.4m btw
I can see 15 - 16.5m for CY2015



New numbers and upped revision, time to update total shipped numbers for Ps4 and ps3. Torwards 50% marketshare.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

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sonycorp01 said:
SWORDF1SH said:

16M PS4s shipped for FY2015 prediction, price cut this year confirmed. 


only up 1.2m units form FY2014
that seems low for a 100$ pricecut. 
but maybe we'll see 50 only

CY2014 shipments were 15.4m btw
I can see 15 - 16.5m for CY2015


The pricecut will also offset any yoy drop. Apparently last quarter was 20% lower than last years. So price cut should boost it more than 1.2M in a sense because without it, PS4 might sell 2 or 3 million less than 2014 (around 12M).

 

Pricecut will be as much about keeping momentum as well as increasing sales. 



2 interesting articles about the investors call

1. http://www.dualshockers.com/2015/04/30/sony-plans-to-aggressively-invest-in-playstation-business-first-party-games-and-more-in-2015/

Good to hear

2. http://www.dualshockers.com/2015/04/30/sony-very-cautious-about-pricing-changes-for-playstation-consoles/

Not really sure what to make of that.



"Recording of 11.2 bln yen write-down of PS Vita and PS TV components "

What does this mean?



teigaga said:
"Recording of 11.2 bln yen write-down of PS Vita and PS TV components "

What does this mean?

Write-downs occur to account for lost value of assets.

So they have Vita components somewhere in a warehouse I presume that depreciated in value by 11.2 bln yen, or they had 11.2 bln yen worth of vita components that became completely worthless due to Sony not being able to use them because of lacking vita demand.



DerNebel said:
teigaga said:
"Recording of 11.2 bln yen write-down of PS Vita and PS TV components "

What does this mean?

Write-downs occur to account for lost value of assets.

So they have Vita components somewhere in a warehouse I presume that depreciated in value by 11.2 bln yen, or they had 11.2 bln yen worth of vita components that became completely worthless due to Sony not being able to use them because of lacking vita demand.

Oh gosh, I still don't get why they haven't attempted a psp/vita phone, rebranded of course. Same form factor as the PSP Go.

I know Xperia play was kind of a testing ground but I don't see who that was supposed to appeal to with its weak specs, control scheme and poor support.