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

ethomaz on 30 April 2015

With Sony forecast you can have...

22.3m as of Mar 2015.

38.2m as of Mar 2016.

I expect Sony to up his forecast ans beat the first prediction.



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Acevil on 30 April 2015
ethomaz said:
With Sony forecast you can have...

22.3m as of Mar 2015.

38.2m as of Mar 2016.

I expect Sony to up his forecast ans beat the first prediction.


And how with they do that? They would have to be up to reach the current forcast, but to up it would only mean you do believe they will have a price cut. 



 

ethomaz on 30 April 2015

Acevil said:

And how with they do that? They would have to be up to reach the current forcast, but to up it would only mean you do believe they will have a price cut.

Well for FY2014 they forecast 17m PS4 + PS4 in Mar 2014, increased it to 17.5m in Feb 2015 and ended with 17.9m in Mar 2015... that is why I believe they will revise these forecasts.

And yes PS4 will be up this year... it is already up in SOLD numbers until March 1... the shipment now shows only they decreased the units on shelves from ~1.4m to ~1.0m and not that they sold less (they in fact sold more PS4 this year than last year until March 1).

If they are using a bit of invenctory shipped in 2014 (400k) this quarter then you can expect a better shipment next quarter... we will need to wai.

Q1 FY14: 2.7m PS4 shipped.

If Sony continue to sell ~900k per month like they did in Jan/Feb/Mar then they will need to ship at least 2.7m again to hold a ~1m invenctory on retail.



estebxx on 30 April 2015
Troll_Whisperer said:

PS3:

FY06 - 3.5 million
FY07 - 9.1 million
FY08 - 10.1 million
FY09 - 13.0 million
FY10 - 14.3 million
FY11 - 13.9 million
FY12 - 16.5 million (includes PS2)
FY13 - 7.1 million
FY14 - 3.1 million

Total= 90.6m - PS2 FY12.

 

PS3 Should be over 88m easily, it's heavily undertracked here.

That looks really good, PS3 might end up with higher Lifetime sales than what i expected.



ethomaz on 30 April 2015

estebxx said:

That looks really good, PS3 might end up with higher Lifetime sales than what i expected.

I'm sure Sony will say when they reach 90m.



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Acevil on 30 April 2015
estebxx said:
Troll_Whisperer said:

PS3:

FY06 - 3.5 million
FY07 - 9.1 million
FY08 - 10.1 million
FY09 - 13.0 million
FY10 - 14.3 million
FY11 - 13.9 million
FY12 - 16.5 million (includes PS2)
FY13 - 7.1 million
FY14 - 3.1 million

Total= 90.6m - PS2 FY12.

 

PS3 Should be over 88m easily, it's heavily undertracked here.

That looks really good, PS3 might end up with higher Lifetime sales than what i expected.


Those numbers aren't exactly perfect, I forget why but something happened in the beginning in the way they tracked. I could go about figuring it out. I rather not, and most likely won't. Just pretend it is between 87-90 million regardless. 



 

estebxx on 30 April 2015
kowenicki said:
estebxx said:
Troll_Whisperer said:

PS3:

FY06 - 3.5 million
FY07 - 9.1 million
FY08 - 10.1 million
FY09 - 13.0 million
FY10 - 14.3 million
FY11 - 13.9 million
FY12 - 16.5 million (includes PS2)
FY13 - 7.1 million
FY14 - 3.1 million

Total= 90.6m - PS2 FY12.

 

PS3 Should be over 88m easily, it's heavily undertracked here.

That looks really good, PS3 might end up with higher Lifetime sales than what i expected.


its wrong... Well, not wrong, just misleading. Its less then 90m. Quite a bit less.

yeah i know, he made it clear in his post, the thing is the actual number is higher than the 85.5m thats displayed on VGC frontpage therefore yeah its a bigger number than what i expected



Acevil on 30 April 2015
ethomaz said:

Acevil said:

And how with they do that? They would have to be up to reach the current forcast, but to up it would only mean you do believe they will have a price cut.

Well for FY2014 they forecast 17m PS4 + PS4 in Mar 2014, increased it to 17.5m in Feb 2015 and ended with 17.9m in Mar 2015... that is why I believe they will revise these forecasts.

And yes PS4 will be up this year... it is already up in SOLD numbers until March 1... the shipment now shows only they decreased the units on shelves from ~1.4m to ~1.0m and not that they sold less (they in fact sold more PS4 this year than last year until March 1).

If they are using a bit of invenctory shipped in 2014 (400k) this quarter then you can expect a better shipment next quarter... we will need to wai.

Q1 FY14: 2.7m PS4 shipped.

If Sony continue to sell ~900k per month like they did in Jan/Feb/Mar then they will need to ship at least 2.7m again to hold a ~1m invenctory on retail.


Only reason I don't know if I agree, is I think Feb is one of the strongest months for not holiday season. I don't know if North America will be able to keep with the same amount of sales for the next six months. Given we do have to wait one quarter to truly find out the trends. Given a price cut could eventually happen and they basically accomplish the goal of being above 16 million. (If a certain key software wasn't delayed I would be more hopeful)



 

Dr.Vita on 30 April 2015

PS3 > Wii lifetime?




Dr.Vita talks about Playstation Vita in 2016!
Playstation Vita Media Create Sales (2014 vs 2015 vs 2016)
Playstation Vita Japan Retail Software Sales (2013 vs 2014 vs 2015 + 2015 LTD Edition)
Prediction: Nothing will outsell PSP anymore (except Playstation home consoles)

ethomaz on 30 April 2015

Acevil said:

Only reason I don't know if I agree, is I think Feb is one of the strongest months for not holiday season. I don't know if North America will be able to keep with the same amount of sales for the next six months. Given we do have to wait one quarter to truly find out the trends. Given a price cut could eventually happen and they basically accomplish the goal of being above 16 million. (If a certain key software wasn't delayed I would be more hopeful)

Is it? I didn't checked (I just checked Feb is indeed strong than Apr/May but weaker than Jun).

Even so there will be that too.