So VGC has PS4 sell through at 2.75 million or thereabouts. PS4 ought to have about 1.5 million in the retail channels at least heading in to October. 1 million in the supply chain could indicate possible supply problems for the holidays, or overtrack by VGC.
Will they announce 12 million sell through during this report? If there is 12 million sell through that would be a bright spot on a financial report that doesn't have great news outside of Playstation 4 and financial services.
Sony music normally does OK. Sony Pictures didn't have a huge quarter. Spiderman was all but over. 22 Jump street got most of its revenue in the previous quarter. Sex Tape did OK thanks to it's fairly modest budget. And the Equalizer just managed to squeeze in its OK opening weekend before the quarter closed out, the bulk of it's earnings will come in the December quarter. So although all those movies made a reasonable return for Sony because aside from Spiderman they had pretty modest budgets, the gross revenue doesn't add much to its bottom line for the quarter.
Sony might still make an operating profit.
“The fundamental cause of the trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt.” - Bertrand Russell
"When the power of love overcomes the love of power, the world will know peace."
Jimi Hendrix
