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Forums - Sony Discussion - Sony financial results Q1 FY15, 663 million $ profit, PS4 ships 3 million

nanarchy on 30 July 2015
ethomaz said:

Teeqoz said:

6-7 weeks of stock is normal.

I don't think it is normal for Sony except on Holidays period.

Let's check last year.

Over 10 million sold as of Aug 10, 2014.
10.1 million shipped as of Jun 30, 2014.

So they needed 1 month and 10 days to reach what they shipped in Q1 FY14... using VGC data (if accurate).

146,618
141,713
137,601
130,074
197,762
146,428

~900k sold in 1 months and 10 days... that what they shipped more and left in stock.

Yeap... way less than these 1.4m on shelves now... I think 1m on shelves is about right to this time of the year.

 

PS4 is at the end of June ~24.3m SOLD.


you need to take into account bundles and the new model release. this would have increased stock levels towards the end of the quarter. 1m (on shelves and in channel) I would think would be an absolute minimum as you would be seeing temporary shortages below that. They are also selling more YOY at the moment.



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tokilamockingbrd on 31 July 2015
binary solo said:
tokilamockingbrd said:


I apologize  I misunderstood you. So VGZ undertracked by 500k to 1 mil.

Perhaps, but they can't adjust this quarter up without adjusting past quarters down. If they only adjusted this quarter up then the PS4 LTD would be too high with an unrealistically small gap between LTD shipped and LTD sell through.

It is possible Sony intentionally over-shipped last quarter to build up supplies, and maybe even to put a substantial number of the newer skus into the supply chain. So it may not necessarily be the case that, for last quarter specifically, shipped and sold should be within a few hundred K of each other.

Agreed.

IMO sales Q1 should relatively similiar to shipped.

For instance, lets say VGC only has it undertracked by 500k. That would be retailers would have 500k more unsold PS4 in their pipeline at the end of Q1 than they did at the end of Q4. I highly doubt this because it is not free for a retailer to stock extra systems just because. Shelf space has an accociated cost and so down warehousing.

If the consoles were selling at a slower rate they would not be buying as many from Sony, thus reducing shipping totals.

To get a better idea we would need to know how many consoles were shipped but not sold at the end of Q4. There has not been reported supply issues at retailers for some time so it would seem their stockage levels should be stable (which is why I lean to the Sold to consumer number be close to sold to retailer).

I was on my mobile device earlier and did not feel like writing all of that out.. lol.



psn- tokila

add me, the more the merrier.

KazumaKiryu on 02 August 2015

PS4 ships 3 million, that is amazing in the last quarter.



asqarkabab on 02 August 2015

Wow what a turnaround from last gen
Congratz to Soony



REQUIESCAT IN PACE

I Hate REMASTERS

I Hate PLAYSTATION PLUS

Farsala on 02 August 2015

So vvii at the same point in time is 29.62m shipped vs the PS4 25.3m shipped. PS4 is still vvithin 85% of the vvii.

I think a price cut and some killer softvvare could keep it close. PS4 could be price cut 4 times (increments of $50) compared to vvii 2 times.



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Ryng on 02 August 2015
Teeqoz said:

It would seem PS3 shipments, both software and hardware, did better than expected.

And why Sony don't say HOW the PS3 did this quarter if so? :P



Ryng on 02 August 2015
Farsala said:
So vvii at the same point in time is 29.62m shipped vs the PS4 25.3m shipped. PS4 is still vvithin 85% of the vvii.

I think a price cut and some killer softvvare could keep it close. PS4 could be price cut 4 times (increments of $50) compared to vvii 2 times.

By end of 2009, the Wii was at 67.45 million shipped... The PS4 will be lucky if will break 55 million by end of 2016. and the PS4 will probabily peak in the 3rd year, so after that is all in decrease for PS4... i can't see how can recover this 12 million gap ( and most likely more, probabily more close to 13/14 million )...

And the Wii has also ship 17.20 million in 2010 ( year 4), that's probabily what will ship the PS4 in the peak year, maybe a bit more...

And pls, for the Sony fans, don't talk about "HOW MUCH PS4 HAS OUTSOLD THE PS3!!!!!!!!!!!" because you already see oh the think can change...

http://gamrconnect.vgchartz.com/thread.php?id=202511



Lawlight on 02 August 2015
Ryng_Tolu said:
Farsala said:
So vvii at the same point in time is 29.62m shipped vs the PS4 25.3m shipped. PS4 is still vvithin 85% of the vvii.

I think a price cut and some killer softvvare could keep it close. PS4 could be price cut 4 times (increments of $50) compared to vvii 2 times.

By end of 2009, the Wii was at 67.45 million shipped... The PS4 will be lucky if will break 55 million by end of 2016. and the PS4 will probabily peak in the 3rd year, so after that is all in decrease for PS4... i can't see how can recover this 12 million gap ( and most likely more, probabily more close to 13/14 million )...

And the Wii has also ship 17.20 million in 2010 ( year 4), that's probabily what will ship the PS4 in the peak year, maybe a bit more...

And pls, for the Sony fans, don't talk about "HOW MUCH PS4 HAS OUTSOLD THE PS3!!!!!!!!!!!" because you already see oh the think can change...

http://gamrconnect.vgchartz.com/thread.php?id=202511


Except we're talking worldwide here, not just the US.



teigaga on 02 August 2015
Ryng_Tolu said:
Farsala said:
So vvii at the same point in time is 29.62m shipped vs the PS4 25.3m shipped. PS4 is still vvithin 85% of the vvii.

I think a price cut and some killer softvvare could keep it close. PS4 could be price cut 4 times (increments of $50) compared to vvii 2 times.

By end of 2009, the Wii was at 67.45 million shipped... The PS4 will be lucky if will break 55 million by end of 2016. and the PS4 will probabily peak in the 3rd year, so after that is all in decrease for PS4... i can't see how can recover this 12 million gap ( and most likely more, probabily more close to 13/14 million )...


Through a much slower decline after its first 4 years and longer shelf life in general. Will also be interesting to see how price elastic PS4 is and how its sales responds to permanent ($50-$100) price cuts and how low its price falls by end of its life.



Teeqoz on 02 August 2015
Ryng_Tolu said:
Teeqoz said:

It would seem PS3 shipments, both software and hardware, did better than expected.

And why Sony don't say HOW the PS3 did this quarter if so? :P


Because shipments are so small by now that they are irrelevant to the overall result of Sony in the quarter. Don't worry though, we will probably get a milestone when/if it reaches 90 million shipped.