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Forums - Sales - Gamestop quarterly results conference call "PS3 out of stock 80% of time"

Wonktonodi on 26 May 2010
Smashchu2 said:
thismeintiel said:
@ smashchu

The article you posted mostly proves me right. Their source says that a defensive strategy was "partly" the reason. Then he goes on further to explain how much MS could profit with the X-Box brand if they were to defeat and drive Sony out of the console market. On a smaller note, this is from the mouth of an analyst, not a MS exec.

You can post definitions from Wikipedia all you want, but that doesn't refute the fact that demand for the PS3 was higher. This latest fiscal year, Sony shipped 13 mil consoles, 3 mil more than the previous FY. If demand had stayed the same, 13 mil would have been more than enough. But, even with 3 mil more consoles shipped, it wasn't enough to keep a steady supply in stores.

As for the shortages on Amazon, they only just got those a day or 2 ago. When I posted my first message on here a day before that, they were only selling them from Target. It had been like that for weeks. And before that, they were selling them from WWD. Amazon themselves got a shipment more than a month ago and were out within a week or 2 (during that time PS3 was #1 in sales in the video game category), and were sold out until now.
  • It was someone interviewing a Microsoft excecutive. The 360 is a defensive strategy
  • Oh Geez, you've got to be.......look, the fact is that demand is not increasing becuase price is decreasing. Think of it this way. Consumers don't want it more. They've always had this current demand for PS3s, but they could not realize it due to price barriers. When Nintendo releases software like New Super Mario Wii, people want Wiis more and will be willing to pay the same price for a greater quantity. All Quanity Demanded is the quanity sold at a set price level. When you lower price, you increase the quantity and this is quantity demanded. So far, Sony has never had an increase in demand
  • They had stock since your first post. I checked.

Nah, I think it's just an excuse for PS3 not lightin' up the charts like the industry wants and expected.   I do believe that there were definitely shortages created by holiday demand.  But for us to be well into May (almost June) and Sony still can't keep up with "demand" is a little too ridiculous.  The industry is just being apologetic towards Sony like it usually is.

It's hard to refute that when we see it all the time. Analyst bend the truth to make it look better then it is (Malstrom has pointed out a lot of them).

demand is fluid.  There is not simple set number for what the demand of a system is.  People can make graphs and do supply and demand curves but those are estimates for a moment in time.  To act like the demand line is rigid and that the price change is the only reason more sel ignores any other factor that can change demand.

Advertising changens it

the state of the economy  changes it

more adaption of blue ray changes it

it's not something you can just say it's the same or it's different.  You can think that most of the change in how many people buy is soley because of the change in price but that would be missing everytihng eles.  Maybe this year games that people have been wating for came out. and the demand goes up.  

The idea that people think gamestop would lie about being short of stock to make it look better for sony seems way out there than compair to the idea that demand for the product went up a little more than Sony expected so they are a little short when they are switching from one chip type to another. 



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Smashchu2 on 26 May 2010
Wonktonodi said:
Smashchu2 said:
thismeintiel said:
@ smashchu

The article you posted mostly proves me right. Their source says that a defensive strategy was "partly" the reason. Then he goes on further to explain how much MS could profit with the X-Box brand if they were to defeat and drive Sony out of the console market. On a smaller note, this is from the mouth of an analyst, not a MS exec.

You can post definitions from Wikipedia all you want, but that doesn't refute the fact that demand for the PS3 was higher. This latest fiscal year, Sony shipped 13 mil consoles, 3 mil more than the previous FY. If demand had stayed the same, 13 mil would have been more than enough. But, even with 3 mil more consoles shipped, it wasn't enough to keep a steady supply in stores.

As for the shortages on Amazon, they only just got those a day or 2 ago. When I posted my first message on here a day before that, they were only selling them from Target. It had been like that for weeks. And before that, they were selling them from WWD. Amazon themselves got a shipment more than a month ago and were out within a week or 2 (during that time PS3 was #1 in sales in the video game category), and were sold out until now.
  • It was someone interviewing a Microsoft excecutive. The 360 is a defensive strategy
  • Oh Geez, you've got to be.......look, the fact is that demand is not increasing becuase price is decreasing. Think of it this way. Consumers don't want it more. They've always had this current demand for PS3s, but they could not realize it due to price barriers. When Nintendo releases software like New Super Mario Wii, people want Wiis more and will be willing to pay the same price for a greater quantity. All Quanity Demanded is the quanity sold at a set price level. When you lower price, you increase the quantity and this is quantity demanded. So far, Sony has never had an increase in demand
  • They had stock since your first post. I checked.

Nah, I think it's just an excuse for PS3 not lightin' up the charts like the industry wants and expected.   I do believe that there were definitely shortages created by holiday demand.  But for us to be well into May (almost June) and Sony still can't keep up with "demand" is a little too ridiculous.  The industry is just being apologetic towards Sony like it usually is.

It's hard to refute that when we see it all the time. Analyst bend the truth to make it look better then it is (Malstrom has pointed out a lot of them).

demand is fluid.  There is not simple set number for what the demand of a system is.  People can make graphs and do supply and demand curves but those are estimates for a moment in time.  To act like the demand line is rigid and that the price change is the only reason more sel ignores any other factor that can change demand.

Advertising changens it

the state of the economy  changes it

more adaption of blue ray changes it

it's not something you can just say it's the same or it's different.  You can think that most of the change in how many people buy is soley because of the change in price but that would be missing everytihng eles.  Maybe this year games that people have been wating for came out. and the demand goes up.  

The idea that people think gamestop would lie about being short of stock to make it look better for sony seems way out there than compair to the idea that demand for the product went up a little more than Sony expected so they are a little short when they are switching from one chip type to another. 

Well, you know there are formulas for everything, including demand curvers. You are right, that they are estimates, but you can look at sales and see what is going on.

PS3 has only had two jumps outside of Christmas (which everyone gets a boost). The first was the first price cut, the second was the slim release. Both were reductions in price, which points to an increase in Quantity Demanded, and not a increase in demand (a shift). None of what you mentioned has any proof of making a substantial change. Evicence would suggest it's not adoption of Blu-Ray becuase sales would decline over time until another price cut.

The idea that people think gamestop would lie about being short of stock to make it look better for sony seems way out there than compair to the idea that demand for the product went up a little more than Sony expected so they are a little short when they are switching from one chip type to another.

The Game Industry kisses Sony's ass, going as far as to cover up blunders (no talk of the PSP Go at all) or word things that make it in Sony's favor. These are professionals doing it too. It would not be crazy to think that Gamestop over stated a shortage or was talking about it in a way that made it look good for Sony. Also remember that no one talks about New Super Mario Bros Wii despite it sold 10 million in 2 months (hard to ingore).



vaginalsecretions on 26 May 2010

what a mess. the ps3 is finally at a mass market price for a console/bluray player and is finally getting a lot of attention from fans and sony cant manufacture and ship them fast enough even though they've been doing it for 3 1/2 years already

time is money sony and if you ever plan to pass microsoft and regain some dominance you should get your shit together



Pho_Hybrid on 26 May 2010

still thats good news in a way for Sony, just pump up productions (in time for holidays)



GreyianStorm on 26 May 2010
Smashchu2 said:
thismeintiel said:
@ smashchu

The article you posted mostly proves me right. Their source says that a defensive strategy was "partly" the reason. Then he goes on further to explain how much MS could profit with the X-Box brand if they were to defeat and drive Sony out of the console market. On a smaller note, this is from the mouth of an analyst, not a MS exec.

You can post definitions from Wikipedia all you want, but that doesn't refute the fact that demand for the PS3 was higher. This latest fiscal year, Sony shipped 13 mil consoles, 3 mil more than the previous FY. If demand had stayed the same, 13 mil would have been more than enough. But, even with 3 mil more consoles shipped, it wasn't enough to keep a steady supply in stores.

As for the shortages on Amazon, they only just got those a day or 2 ago. When I posted my first message on here a day before that, they were only selling them from Target. It had been like that for weeks. And before that, they were selling them from WWD. Amazon themselves got a shipment more than a month ago and were out within a week or 2 (during that time PS3 was #1 in sales in the video game category), and were sold out until now.
  • It was someone interviewing a Microsoft excecutive. The 360 is a defensive strategy
  • Oh Geez, you've got to be.......look, the fact is that demand is not increasing becuase price is decreasing. Think of it this way. Consumers don't want it more. They've always had this current demand for PS3s, but they could not realize it due to price barriers. When Nintendo releases software like New Super Mario Wii, people want Wiis more and will be willing to pay the same price for a greater quantity. All Quanity Demanded is the quanity sold at a set price level. When you lower price, you increase the quantity and this is quantity demanded. So far, Sony has never had an increase in demand
  • They had stock since your first post. I checked.

Nah, I think it's just an excuse for PS3 not lightin' up the charts like the industry wants and expected.   I do believe that there were definitely shortages created by holiday demand.  But for us to be well into May (almost June) and Sony still can't keep up with "demand" is a little too ridiculous.  The industry is just being apologetic towards Sony like it usually is.

It's hard to refute that when we see it all the time. Analyst bend the truth to make it look better then it is (Malstrom has pointed out a lot of them).

Do you accept that they do not have it in stock now?



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epicurean on 26 May 2010
GreyianStorm said:
Smashchu2 said:
thismeintiel said:
@ smashchu

The article you posted mostly proves me right. Their source says that a defensive strategy was "partly" the reason. Then he goes on further to explain how much MS could profit with the X-Box brand if they were to defeat and drive Sony out of the console market. On a smaller note, this is from the mouth of an analyst, not a MS exec.

You can post definitions from Wikipedia all you want, but that doesn't refute the fact that demand for the PS3 was higher. This latest fiscal year, Sony shipped 13 mil consoles, 3 mil more than the previous FY. If demand had stayed the same, 13 mil would have been more than enough. But, even with 3 mil more consoles shipped, it wasn't enough to keep a steady supply in stores.

As for the shortages on Amazon, they only just got those a day or 2 ago. When I posted my first message on here a day before that, they were only selling them from Target. It had been like that for weeks. And before that, they were selling them from WWD. Amazon themselves got a shipment more than a month ago and were out within a week or 2 (during that time PS3 was #1 in sales in the video game category), and were sold out until now.
  • It was someone interviewing a Microsoft excecutive. The 360 is a defensive strategy
  • Oh Geez, you've got to be.......look, the fact is that demand is not increasing becuase price is decreasing. Think of it this way. Consumers don't want it more. They've always had this current demand for PS3s, but they could not realize it due to price barriers. When Nintendo releases software like New Super Mario Wii, people want Wiis more and will be willing to pay the same price for a greater quantity. All Quanity Demanded is the quanity sold at a set price level. When you lower price, you increase the quantity and this is quantity demanded. So far, Sony has never had an increase in demand
  • They had stock since your first post. I checked.

Nah, I think it's just an excuse for PS3 not lightin' up the charts like the industry wants and expected.   I do believe that there were definitely shortages created by holiday demand.  But for us to be well into May (almost June) and Sony still can't keep up with "demand" is a little too ridiculous.  The industry is just being apologetic towards Sony like it usually is.

It's hard to refute that when we see it all the time. Analyst bend the truth to make it look better then it is (Malstrom has pointed out a lot of them).

Do you accept that they do not have it in stock now?

Daaaang.  They had it in stock for 1, maybe 2 days and now they are out again.  (No use arguing with Smashchu2...he will simply say you can still buy it for 299.99 and say its completely normal for items to say "takes 2-4 weeks to ship."  It's not because they are out, its just because they are really slow at shipping PS3's because...well...they're big boxes?).



Owner of PS4 Pro, Xbox One, Switch, PS Vita, and 3DS

GreyianStorm on 26 May 2010
epicurean said:
GreyianStorm said:
Smashchu2 said:
thismeintiel said:
@ smashchu

The article you posted mostly proves me right. Their source says that a defensive strategy was "partly" the reason. Then he goes on further to explain how much MS could profit with the X-Box brand if they were to defeat and drive Sony out of the console market. On a smaller note, this is from the mouth of an analyst, not a MS exec.

You can post definitions from Wikipedia all you want, but that doesn't refute the fact that demand for the PS3 was higher. This latest fiscal year, Sony shipped 13 mil consoles, 3 mil more than the previous FY. If demand had stayed the same, 13 mil would have been more than enough. But, even with 3 mil more consoles shipped, it wasn't enough to keep a steady supply in stores.

As for the shortages on Amazon, they only just got those a day or 2 ago. When I posted my first message on here a day before that, they were only selling them from Target. It had been like that for weeks. And before that, they were selling them from WWD. Amazon themselves got a shipment more than a month ago and were out within a week or 2 (during that time PS3 was #1 in sales in the video game category), and were sold out until now.
  • It was someone interviewing a Microsoft excecutive. The 360 is a defensive strategy
  • Oh Geez, you've got to be.......look, the fact is that demand is not increasing becuase price is decreasing. Think of it this way. Consumers don't want it more. They've always had this current demand for PS3s, but they could not realize it due to price barriers. When Nintendo releases software like New Super Mario Wii, people want Wiis more and will be willing to pay the same price for a greater quantity. All Quanity Demanded is the quanity sold at a set price level. When you lower price, you increase the quantity and this is quantity demanded. So far, Sony has never had an increase in demand
  • They had stock since your first post. I checked.

Nah, I think it's just an excuse for PS3 not lightin' up the charts like the industry wants and expected.   I do believe that there were definitely shortages created by holiday demand.  But for us to be well into May (almost June) and Sony still can't keep up with "demand" is a little too ridiculous.  The industry is just being apologetic towards Sony like it usually is.

It's hard to refute that when we see it all the time. Analyst bend the truth to make it look better then it is (Malstrom has pointed out a lot of them).

Do you accept that they do not have it in stock now?

Daaaang.  They had it in stock for 1, maybe 2 days and now they are out again.  (No use arguing with Smashchu2...he will simply say you can still buy it for 299.99 and say its completely normal for items to say "takes 2-4 weeks to ship."  It's not because they are out, its just because they are really slow at shipping PS3's because...well...they're big boxes?).

I know, he'd probably say its out of stock and he can't take a screenshot, but if we did it for him at the exact time, he'd say it was a glitch.

I think the fact that they are selling out so quickly should show that there certainly are shortages. That doesn't mean the PS3 would outsell Wii+360 combined if it was in stock, but it would certainly sell some more units.



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Smashchu2 on 26 May 2010

Einsteins, I can hear you.

Also

  • Only talking about online stuff. I have heard nothing about Wal-Mart, Target or Best Buy stores having sell outs. They are much bigger retailers than Gamestop. Again, heard very little about people calling in for PS3s or long lines for PS3s. Supply could just be low.
  • Shortage=Demand>Supply. This can be from either demand going up or supply going down. It's not nessisarly a good thing.


Wonktonodi on 26 May 2010

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Smashchu2 said:
Wonktonodi said:
Smashchu2 said:
thismeintiel said:
@ smashchu

The article you posted mostly proves me right. Their source says that a defensive strategy was "partly" the reason. Then he goes on further to explain how much MS could profit with the X-Box brand if they were to defeat and drive Sony out of the console market. On a smaller note, this is from the mouth of an analyst, not a MS exec.

You can post definitions from Wikipedia all you want, but that doesn't refute the fact that demand for the PS3 was higher. This latest fiscal year, Sony shipped 13 mil consoles, 3 mil more than the previous FY. If demand had stayed the same, 13 mil would have been more than enough. But, even with 3 mil more consoles shipped, it wasn't enough to keep a steady supply in stores.

As for the shortages on Amazon, they only just got those a day or 2 ago. When I posted my first message on here a day before that, they were only selling them from Target. It had been like that for weeks. And before that, they were selling them from WWD. Amazon themselves got a shipment more than a month ago and were out within a week or 2 (during that time PS3 was #1 in sales in the video game category), and were sold out until now.
  • It was someone interviewing a Microsoft excecutive. The 360 is a defensive strategy
  • Oh Geez, you've got to be.......look, the fact is that demand is not increasing becuase price is decreasing. Think of it this way. Consumers don't want it more. They've always had this current demand for PS3s, but they could not realize it due to price barriers. When Nintendo releases software like New Super Mario Wii, people want Wiis more and will be willing to pay the same price for a greater quantity. All Quanity Demanded is the quanity sold at a set price level. When you lower price, you increase the quantity and this is quantity demanded. So far, Sony has never had an increase in demand
  • They had stock since your first post. I checked.

Nah, I think it's just an excuse for PS3 not lightin' up the charts like the industry wants and expected.   I do believe that there were definitely shortages created by holiday demand.  But for us to be well into May (almost June) and Sony still can't keep up with "demand" is a little too ridiculous.  The industry is just being apologetic towards Sony like it usually is.

It's hard to refute that when we see it all the time. Analyst bend the truth to make it look better then it is (Malstrom has pointed out a lot of them).

demand is fluid.  There is not simple set number for what the demand of a system is.  People can make graphs and do supply and demand curves but those are estimates for a moment in time.  To act like the demand line is rigid and that the price change is the only reason more sel ignores any other factor that can change demand.

Advertising changens it

the state of the economy  changes it

more adaption of blue ray changes it

it's not something you can just say it's the same or it's different.  You can think that most of the change in how many people buy is soley because of the change in price but that would be missing everytihng eles.  Maybe this year games that people have been wating for came out. and the demand goes up.  

The idea that people think gamestop would lie about being short of stock to make it look better for sony seems way out there than compair to the idea that demand for the product went up a little more than Sony expected so they are a little short when they are switching from one chip type to another. 

Well, you know there are formulas for everything, including demand curvers. You are right, that they are estimates, but you can look at sales and see what is going on.

PS3 has only had two jumps outside of Christmas (which everyone gets a boost). The first was the first price cut, the second was the slim release. Both were reductions in price, which points to an increase in Quantity Demanded, and not a increase in demand (a shift). None of what you mentioned has any proof of making a substantial change. Evicence would suggest it's not adoption of Blu-Ray becuase sales would decline over time until another price cut.

The idea that people think gamestop would lie about being short of stock to make it look better for sony seems way out there than compair to the idea that demand for the product went up a little more than Sony expected so they are a little short when they are switching from one chip type to another.

The Game Industry kisses Sony's ass, going as far as to cover up blunders (no talk of the PSP Go at all) or word things that make it in Sony's favor. These are professionals doing it too. It would not be crazy to think that Gamestop over stated a shortage or was talking about it in a way that made it look good for Sony. Also remember that no one talks about New Super Mario Bros Wii despite it sold 10 million in 2 months (hard to ingore).

rediction in price makes a jump because it's a huge shift other changes in demand can really only be mesured well after the fact.  Or once you can compair it to itself instead of just the price cute so like a year after the price cut.  Even then there are as I said many things that effect demand.  I was listing a few.   Just to try and get you to stop saying that there is no difference in demand like it is a fact. 

One other way of mesuring demand of things is seeing how well it sells second hand or used.  When the wii was really in demand and almost always sold out everywhere it would sell more on the second hand market. It's not as bad as it was for the wii in terms of how big the mark up is. But very often now there is mark up for the ps3.  Currently to get it on amazon it would cost you 369.95 plus 29.95 to get it through Woldwide Distributors. So the demand is higher than the supply to a point. 

I think you really have a wrong perception if you think the game industry kisses sony's ass.  They might not talk about the psp go but it's not like they are making ton's of games for it either.  Gamestop also mention wii being supply constrained as well.  Is it really hard for you to believe that demand for the ps3 is higher than what it is selling currently since there was a lot of big software released earlier this year.  Since they are selling less than both the wii and the 360 in the US an supply constrained I think that would be pretty much saying sony is having a big blunder and not covering it up.  Sony isn't makeing enough to meet demand while the other console makers aren't haveing the problem and selling more.

 



epicurean on 26 May 2010
Smashchu2 said:

Einsteins, I can hear you.

Also

  • Only talking about online stuff. I have heard nothing about Wal-Mart, Target or Best Buy stores having sell outs. They are much bigger retailers than Gamestop. Again, heard very little about people calling in for PS3s or long lines for PS3s. Supply could just be low.
  • Shortage=Demand>Supply. This can be from either demand going up or supply going down. It's not nessisarly a good thing.

You mean if I post things on a public forum, other forum goers can read it?  Crap, this completely changes my future posting behavior!

  • Many people have posted how PS3s have been out at their local wal-mart, target's and best buy's.  Ultimately, its all incidental as one store doesn't mean a thing.  You can check on best buy's website for stock on stores near you (or anywhere).  The 5 Best Buy's in the Omaha area have been out for months.  I know it's incidental though.
  • On point 2, I completely agree.  In fact, I think its a bad thing no matter what.  They are losing sales.  In fact, my first post in this thread said this was a complete fail on Sony's part.  It's obvious their supply is down to almost nothing in the americas.  I blame this way more on a supply issue than demand.  Still, it would be unwise to say that they haven't missed out on sales - it's obvious they have.


Owner of PS4 Pro, Xbox One, Switch, PS Vita, and 3DS