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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)

Samus Aran said:
kowenicki said:
ethomaz said:
48.1 billion yen operating profit for Game in FY2014,


$408m is good but I don't see how it can ever be higher. A loss in the last quarter and a forecast of less profit next year. As I've said many times Gaming isnt a massive profit generator, never really has been.

movies, music and financials rule as ever.

Nintendo has had much higher operating income in their golden years. So it could be higher.

Nintendo had a very cheap to manufacture console, selling like hotcakes with an inflated price, and selling tons of wiimotes+nunchucks as it was used a lot as a party console. Add to this the huge number of non discounted ever games sold by Nintendo, so it's not comparable.

 

PS: And they had another moneyprinter, the DS.



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walsufnir said:
Acevil said:


It seems it relates to PSTV and PSVita. If it wasn't obvious before, it is pretty obvious now, the Vita brand is costing sony gaming division a decent amount of money that year. This isn't the first time they had to write poor performance of the vita/tv. 


What exactly is harming them in terms of Vita? I don't see them spending anything on the system so how would this be possible?

They had to write down 100m$ for vita. ie; they did the numbers, and Vita will only make them x amount of dollars, rather than the Y they were expecting. Therefore, Vita is worth less than anticipated, ergo, write down.



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 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.



Kynes said:

Nintendo had a very cheap to manufacture console, selling like hotcakes with an inflated price, and selling tons of wiimotes+nunchucks as it was used a lot as a party console. Add to this the huge number of non discounted ever games sold by Nintendo, so it's not comparable.

 

PS: And they had another moneyprinter, the DS.

Maybe Sony needs to change their strategy then. That was my point.

They got it half right this time though, with PS4. The Vita is where they failed.



PS4 as always good numbers.



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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.



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. 



 

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.



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.



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.