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My comments:

Pro:

 + they made a profit in this qrt!
 + no drop in forecast for hardware or softrware for the FY
 + PSP looking very profitable for them

Neg:

 - they didn't make much profit
 - overall profit for Sony dropped significantly
 - they had three "mega" titles impact last qrt (GTA, MGS & GT) - won't happen again soon
 - any benefit from PS3 or PSP seems to be offset by less sales in PS2
 - general weakness in US is impacting all sections of Sony

Still can't believe they shipped less PS2 software than PS3. Then again - around 9m-10m of PS3 was MGS + GTA.

...

To put the $50m profit into focus: Sony would have made $50m-$80m "profit" from MGS + GTA software alone.

Next qrt is going to be pretty challenging, before the big Xmas qrt.



Gesta Non Verba

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