kowenicki said:
This is for the end of March. VGC is at 39.8m end of march. I'd say at least 500k to 750k overtracked. Possibly higher. Inventory has to be high for a high demand product.
Anyhow... Very good gaming numbers. BIg spend in R&D for Gaming this last year... PSVR + PS4.5? Still not providing portable numbers.
Mobile is still not doing it and Devices is struggling because other peoples mobiles arent doing it. Financial services hit by Yen. TV's have fallen back again.
Forecasts will be interesting. Q4 results v Q4 YOY not that great. Which would perhaps show cost cutting is complete and any increases now will be down to improved performance rather than flat performance and cost cutting (sales and operating revenue are actually down YOY).
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Im meaning if we just left the numbers as seen on the front page that they wouldn't be overtracked by much seen as we are a month behind just change it to April 3rd week and call it fair lol
