| Deneidez said: Well... |
Maybe ps3 sw+hw already profitable. Consider this, operating income for game division went from -39.5b yen in Q208 to 0.4b yen in q308, an improvement of 40b yen ($444m) but as you can see from the table below there was no change in ps2 hardware shipments. psp and ps3 hardware are up 2m, software ps2 gained 7m, psp 4m and ps3 20m. It looks to me that the gain in ps3 software is the main contributor to the $444m, since it is almost 2/3 of the software increase and ps3 games are priced higher than ps2 and psp. The contribution from 2m psp hardware is probably not that significant. So if 20m software gain was able to offset the loss in the extra 2m in ps3 harware loses, it is likely that the total 40m ps3 software also offsets the loss of the 4.5m ps3 hw sold. For instance, if each ps3 loses $100, then the aditional 2M ps3 lost $200m and the software combined must have gained 200+444=644m, and 20m ps3 software should be more than 2/3, that is $500m. If this is right, the total 40m ps3 software gained $1b and the 4.5m ps3 hardware lost $450m which is a $550m gain for ps3 sw+hw. If each ps3 loses $150 the gain for hw+sw will be lower, but still positive.
What you think?
| q208 | q308 | |
| hwps2 | 2.50 | 2.52 |
| hwpsp | 3.18 | 5.08 |
| hwps3 | 2.43 | 4.46 |
| swps2 | 29.7 | 23.1 |
| swpsp | 15.5 | 11.8 |
| swps3 | 40.8 | 21.1 |
