RolStoppable said:
This shouldn't even be a question when full fiscal year's forecasts are 15m by Nintendo and 25m by Sony. 3.3m for the first quarter is a weak result when you are aiming for 25m. It confirms what I had suspected, that Sony's temporary price cuts in July and onwards were a necessity due to a presumably slower than expected (by Sony themselves) April to June period. The launch of a new SKU in combination with a permanent price cut for the PS5 this fall is already a given. Whether that cut will be $50 or $100 is up in the air, but if Sony wants to meet that 25m target, they'll have to make the most expensive PS5 SKU $450/€450 at the most. |
Is Sony really aiming for 25m this fiscal year??
Seems like a tad bit optimistic haha. I could see them hitting 21m if things go well the whole year for them. Yeah if they want any chance to come close to 25m they are going to have to get real aggressive this year on the stuff you mention. The first three quarters should all be decently stronger than last FY, but Q4 is when they finally ended stock shortages and absolutely flooded the market and all that pent up demand boosted the quarter a huge amount. They will very likely be like >2m lower this year on Q4 which cuts out probably most of what they are gonna gain over last year in Q1 and Q2 combined. Meaning they'd have to beat last year's holiday quarter by about 6m haha which would be a ludicrous 13m holiday quarter which obviously won't happen. So yeah, 21m sounds about right. The next FY will probably be the peak maybe a little bit higher than that.
