Guess different people from different segments are going to cherry pick which ever data points they want to advance their agenda. Guess I'll do the same:
Most of the companies in consumer electronics are citing soft growth worldwide for their light sales numbers, which makes sense. I don't see how Sony is going to be immune to these pressures.
Sony as a whole last year Q3: Loss of $2 billion dollars, this year loss of $100 million, definite improvement over last year, still below the profit that 3 analyst expected, includes a massive 432 million tax bill for this quarter, day to day operations are still positive. I did not see any asset sales for this quarter (do not know where that Japanese analyst Bloomberg quoted got that from), the sale of their NY headquarters happened in January so it will be reflected in this quarters numbers
In terms of Sony's piers in the industries that they compete in:
Gaming
Microsoft and Nintendo reported lower sales in their gaming division, even with Nintendo having a new console on the market. I really dont see how Sony was able to skirt that when overall gaming revenue around the world has been down according to NPD/GFK/Japanese Media.
They are maintaining overall console shipments which is surprising. Sony cut its handheld shipments in half from last year start of the fiscal year to 7 from 14. Also the cut tells me that they do not plan on lowering the price soon. Probably their weakest product right now, dont know how they are going to turn it around without a permament price cut and software. Nintendo, which is the market leader cut their shipments by 23% from 18.5 to 15 in the same time period.
Last year's operating income was helped out by the introduction of the Vita in Japan.
Cameras:
See Nikon: http://www.bloomberg.com/news/2013-02-07/nikon-plunges-most-since-1985-after-forecast-cut-tokyo-mover.html
and Canon: http://www.nasdaq.com/article/canon-q4-profit-edges-down-sees-growth-in-fy13-announces-dividends-20130130-00083#.URPBdqVEF2A
They both tell the story of whats going on in the dedicated camera space (Sony does too, higher smartphone sales and lower demand from television/print media for big production cameras)
TVs
Outside Samsung no one is experiencing growth (Panasonic and LG and Sharp experienced lowered TV sales)
Movies, Music, Financial
moving the company forward as usual
Mobile
Pretty much the lone bright spot, sales up 100%, negative net income but as carriers get a better mix of product to try to get away from the iphone and its high "apple tax" i see their mobile unit benefiting, especially if they come out with compelling products
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