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Forums - Sales Discussion - Sony posts $280M profit. PS4 ships 4 million in Q2 & LTD = 29.3 Million

Roronaa_chan said:
If there really were over 2.5M unsold PS4s then in order for the stock situation to return to normal, they'd have to sell to consumers +12M between October and March. Doesn't that seem too much even with a price cut? It's not like they've gone over with their shipment forecasts; quite the opposite, they've been conservative.

On the other hand I don't think the under tracking is a big deal. The PS4 numbers are now high enough so that a couple milion more or less doesn't really matter all that much. It was different when the consoles were still under 10M Ltd.
Plus, instead of fixing it now and risk going from under tracking to over tracking we can just wait until Sony gives us sold through at the end of 2015, which they will some time in January or early Feb.


No... we need numbers to make nintendo and ms fans fell bad about themselves and their choices muhahahahaha



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

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

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Lafiel said:
tak13 said:

What... :O  If you say so!

It's just for having a peaciful climate! :P

actually you sounded patronizing/condescending

Yeah, certainly came across that way



John2290 said:
bananaking21 said:


this is official shipments. official. from sony. they legaly can not lie here. 


This is astounding. They'll hit 30m sales in first quarter 2016. T startinghis consolse could easily be around 120 million units by the time a fifth one is announced. 

Tbh, they'll probably hit 30m before the end of the holidays.



You mean closer to 35M



Sprash said:
Lawlight said:

It won't have legs like the ps2 simply because it'll never be priced low enough for the emerging markets.

The ps3 is at 200€ with very difficult hardware that's hard to lower the price more, how is the ps4 not reaching that or even more by the time let's say when the PSX-5 (yeah that will be the name) releases?

Not only that, but the PS3's hardware costs won't be dropping nearly as fast as the PS4's anymore.  XDR and Cell hardware won't be continuously refined as much, given the shift to the more common architecture that the PS4 uses.  BoM costs should drop faster for longer, than the PS3's hardware did.



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Congratulations Sony ! Amazing figures !



”Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience, and the passion to reach for the stars to change the world.”

Harriet Tubman.

DonFerrari said:
tokilamockingbrd said:

Yes. I understood shipped to be sitting on store shelves on in X retailers distribution center waiting to go to retail.

I would even accept being on sony warehouse waiting shipment or in the boat as long as it is already sold to retailer. If not it would be a spin

There is no spin involved. Although in the past, there have been cases where a company reported massive "shipping numbers", but later, after the company had imploded. it was found out they only bloated numbers for the investors and their stuff was mostly unsold.

 

The term "shipped" has changed over time. In the old times, it really meant what the verb says. For a time, Marc Twain aka Samuel Clemens was a steamboat captain that shipped stuff up and down the Mississipi. In the old times, everything was shipped, as rivers were the only economical ways to transport stuff (and people) over longer distances. Nowadays we have road trucks and planes and trains, but the expression "shipped" has stayed and while technically it only means something went out of the factory and is on its way to wherever, it has become an expression of saying "sold".

A fq report is not written at the last day of the period, so obviously not everything that was in the fq plan was even manufactured by then. Looking at the 4M number of the PS4, and knowing that it takes roughly 8 weeks (or two-thirds of an entire fq period) for shipping (in the physical sense), we see that very roughly half of the 4M PS4s were still on ships somewhere on the oceans. The art of selling could be defined to have everything sold when the ships arrive - and therefore no need to store the stuff into a warehouse which only costs shittons of money.

So to sum up again: When the fq report was compiled, Sony had 4M units in the manufacturing plan and those 4M units would have been produced until the end of the fq, that much is certain. Many (probably half of them) were in transit on ships or "shipped". We cannot really know how many of those units in transit were already sold (at the time the fq report was compiled). A hint is looking at the value of the inventory. If that value shows a spike in the fq report, then we can conclude that "stuff" was manufactured but not sold - and the inventory value in the PS section does show a remarkable spike.

Of course all this is a bit of "hairsplitting" because those 4M units mentioned in the fq report have rapidly been sold in the meantime due to the price reductions in many regions. So "shipped" actually equals sold by now. It would instantly be clear if for comparison we had the inventory value for today (but then again, this value would be obfuscated by the now massive overproduction for the holiday season).



John2290 said:
mornelithe said:

Tbh, they'll probably hit 30m before the end of the holidays.

You're most likely right. The console has broken every pridiction I've had this past year by 2-5 million. Amazing stuff. I'd go with 32.5m sold, give or take a mil, when the release Q4 stats.

Well, I'm basically looking at it like, if they've shipped 29 million and change pre-holidays, they'd have to completely strike out in the holidays to not achieve 30m, and that's simply impossible.



Azuren said:
Nintyfan90 said:

PS4 160M+ confirmed. Good luck with that brah.

He's referring to aligned launch. Reading other people's posts thoroughly will prevent you from seeming like you don't know what you're talking about. 

I know what he was saying. Just pointing put it means nothing in the long run.



NewGuy said:

Insane numbers.

They have increased their FY estimate to 17.5M for the year.

Sony Operating Income ~ U$733 million

Sony Net Income ~ U$280 million

Game & Network Services Operating Income ~ U$199 million

 

http://www.sony.net/SonyInfo/IR/library/fr/15q2_sonypre.pdf

This is an achievement !



”Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience, and the passion to reach for the stars to change the world.”

Harriet Tubman.