By using this site, you agree to our Privacy Policy and our Terms of Use. Close

Forums - Sony Discussion - Sony's Q2 FY2013 Earnings (PS3 2m / PSPVita 800k / ~$200m Loss)

pezus said:
Seece said:
pezus said:
Seece said:
pezus said:

Not that being down in JP, EU and US means anything. As proof, PS2 was down in JP, EU and US, yet it apparently was up YOY?

PS2 was practically discontinued in all those regions ages ago.

Then why was it up YOY?

The same argument could be made for PS3 sales

Because of Q1. Unless you think PS3 sold the majority of those 3.4m which would just be ridiculous. Sony are still shipping PS2's (I think Ethomaz said something like that?) Sony have simply tallied PS2 and put all those systems in Q1 so they won't be counted in any future quarers regardless of what they're still sending out.

Got a source for that? That sounds like wild speculation to me. Why wouldn't I think the majority of the 3.4m were PS3s? 1.70m+ is a majority

Don't need a source, PS3 has shown to be down YOY everywhere this year, and the last 2 shipments prove it. Even if Q1 was flat yoy (1.9) (won't have been) that's 1.5m PS2's, which is obviously an anomoly for Q1.

The previous Q1 for PS2 + PS3 was 2.5m



 

Around the Network

Really late to this thread, but better late than never.  Just wanted to make an observation regarding VGC estimates. 

According to my estimates from this thread, at the end of their last fiscal year, Sony had shipped 77.4M-77.7M PS3s.  This was also the last fiscal year where they started to include PS2 numbers with their PS3 numbers, so we know the PS3 has, in fact, shipped 3.1M in the last two quarters.  So, at the end of Sept, Sony has most likely shipped 80.5M-80.8M units.  VGC shows 79.8M units sold to customers, or 700K-1M still on shelves.

Seems to me that VGC tracking is either pretty spot on up until now or just a smidge undertracked.  Either way, I'm not complaining. 



thismeintiel said:

Really late to this thread, but better late than never.  Just wanted to make an observation regarding VGC estimates. 

According to my estimates from this thread, at the end of their last fiscal year, Sony had shipped 77.4M-77.7M PS3s.  This was also the last fiscal year where they started to include PS2 numbers with their PS3 numbers, so we know the PS3 has, in fact, shipped 3.1M in the last two quarters.  So, at the end of Sept, Sony has most likely shipped 80.5M-80.8M units.  VGC shows 79.8M units sold to customers, or 700K-1M still on shelves.

Seems to me that VGC tracking is either pretty spot on up until now or just a smidge undertracked.  Either way, I'm not complaining. 

Your estimates are biased though, mine will be too. The only thing anyone should be going on is Sony's fiscal year forecast, which was 13 million. We didn't hear if they missed it, met it, or surpassed it, so the best thing in my opinion is to assume they met it, 13 million straight. This puts them at 80 million.



 

Seece said:
thismeintiel said:

Really late to this thread, but better late than never.  Just wanted to make an observation regarding VGC estimates. 

According to my estimates from this thread, at the end of their last fiscal year, Sony had shipped 77.4M-77.7M PS3s.  This was also the last fiscal year where they started to include PS2 numbers with their PS3 numbers, so we know the PS3 has, in fact, shipped 3.1M in the last two quarters.  So, at the end of Sept, Sony has most likely shipped 80.5M-80.8M units.  VGC shows 79.8M units sold to customers, or 700K-1M still on shelves.

Seems to me that VGC tracking is either pretty spot on up until now or just a smidge undertracked.  Either way, I'm not complaining. 

Your estimates are biased though, mine will be too. The only thing anyone should be going on is Sony's fiscal year forecast, which was 13 million. We didn't hear if they missed it, met it, or surpassed it, so the best thing in my opinion is to assume they met it, 13 million straight. This puts them at 80 million.

Biased?  Really? 

I just used the fact that Sony said the PS3 was down YOY, so its max would have been 13.8M, since it shipped 13.9M the previous year.  For the minimum, I just figured that the PS2 had stopped production during that fiscal year, so I highly doubt it was near the 4.1M it shipped the previous year.  Hence, the 3M estimate.  It's not bias, it's using common sense. 

I'm guessing ioi came up with similar numbers, since VGC numbers were changed.



thismeintiel said:
Seece said:
thismeintiel said:

Really late to this thread, but better late than never.  Just wanted to make an observation regarding VGC estimates. 

According to my estimates from this thread, at the end of their last fiscal year, Sony had shipped 77.4M-77.7M PS3s.  This was also the last fiscal year where they started to include PS2 numbers with their PS3 numbers, so we know the PS3 has, in fact, shipped 3.1M in the last two quarters.  So, at the end of Sept, Sony has most likely shipped 80.5M-80.8M units.  VGC shows 79.8M units sold to customers, or 700K-1M still on shelves.

Seems to me that VGC tracking is either pretty spot on up until now or just a smidge undertracked.  Either way, I'm not complaining. 

Your estimates are biased though, mine will be too. The only thing anyone should be going on is Sony's fiscal year forecast, which was 13 million. We didn't hear if they missed it, met it, or surpassed it, so the best thing in my opinion is to assume they met it, 13 million straight. This puts them at 80 million.

Biased?  Really? 

I just used the fact that Sony said the PS3 was down YOY, so its max would have been 13.8M, since it shipped 13.9M the previous year.  For the minimum, I just figured that the PS2 had stopped production during that fiscal year, so I highly doubt it was near the 4.1M it shipped the previous year.  Hence, the 3M estimate.  It's not bias, it's using common sense. 

I'm guessing ioi came up with similar numbers, since VGC numbers were changed.

Nothing to do with common sense, the numbers could be all over the place, if you don't have direct access to them you're doing nothing but assuming. And yes, bias 0_o don't act like that's such a shock to you.

You're assuming they surpassed their FY by a good lump, why? There is no precedent for that? The previous two FY forecasts they missed (aimed for 14.5m in FY12, got 13.9m. FY11 aimed for 15m, got 14.3m.)

PS2 stopped production in January, the quarter was then bloated by Sony added the remainder PS2 stock in there.

FYQ411 - 3.3m PS2 + PS3 combined
FYQ412 - 2.5m PS2 + PS3 combined
FYQ413 - 3.4m PS2 + PS3 combined

Also take into consideration the PS3's last 2 quarters, showing quite steep drops. 1.1m and 2m are both vastly down (expected, gen is dying) compared to what they usually do. To expect that to have been a sudden drop whilst last year was flat/on par is strange.


You're expecting something like this for last FY (at 13.5m shipped)

Q1 - 1.8m - FLAT
Q2 - 3.5m - down 200k yoy
Q3 - 6.3m - down 200k yoy
Q4 - 1.9m - FLAT

That's with sales in that period down in Japan 400k~, US down 1.17m and Europe is a guess.

As the cherry on the icing of the cake, Sony are silent. No "we've passed 80 million" "we've surpassed Xbox 360" far bigger than beating them in the US last month which they happily touted about.

So yes, you don't know the meaning of the world common sense fella ;)



 

Around the Network
Seece said:
thismeintiel said:

Biased?  Really? 

I just used the fact that Sony said the PS3 was down YOY, so its max would have been 13.8M, since it shipped 13.9M the previous year.  For the minimum, I just figured that the PS2 had stopped production during that fiscal year, so I highly doubt it was near the 4.1M it shipped the previous year.  Hence, the 3M estimate.  It's not bias, it's using common sense. 

I'm guessing ioi came up with similar numbers, since VGC numbers were changed.

Nothing to do with common sense, the numbers could be all over the place, if you don't have direct access to them you're doing nothing but assuming. And yes, bias 0_o don't act like that's such a shock to you.

You're assuming they surpassed their FY by a good lump, why? There is no precedent for that? The previous two FY forecasts they missed (aimed for 14.5m in FY12, got 13.9m. FY11 aimed for 15m, got 14.3m.)

PS2 stopped production in January, the quarter was then bloated by Sony added the remainder PS2 stock in there.

FYQ411 - 3.3m PS2 + PS3 combined
FYQ412 - 2.5m PS2 + PS3 combined
FYQ413 - 3.4m PS2 + PS3 combined

Also take into consideration the PS3's last 2 quarters, showing quite steep drops. 1.1m and 2m are both vastly down (expected, gen is dying) compared to what they usually do. To expect that to have been a sudden drop whilst last year was flat/on par is strange.


You're expecting something like this for last FY (at 13.5m shipped)

Q1 - 1.8m - FLAT
Q2 - 3.5m - down 200k yoy
Q3 - 6.3m - down 200k yoy
Q4 - 1.9m - FLAT

That's with sales in that period down in Japan 400k~, US down 1.17m and Europe is a guess.

As the cherry on the icing of the cake, Sony are silent. No "we've passed 80 million" "we've surpassed Xbox 360" far bigger than beating them in the US last month which they happily touted about.

So yes, you don't know the meaning of the world common sense fella ;)

I guess you were right, there would be bias in your esitmate. 

So you think the PS2 had only dropped 15% in its last year?  This is going to be the DS's last year, and its down 91% for Q1+Q2, compared to last year (2012's 980K vs 2013's 90K).  If we even go back two FYs, 2012 was down 54% compared to 2011 (2011's 5.1M vs 2012's 2.35M).  The Wii is in a similar situation.  It's down 65% for the same period compared to last FY (2012's 1.33M vs 2013's 460K).  For the previous fiscal years, 2012 was down 59% (2011's 9.84M vs 2012's 3.99M).  It seems quite amazing that the PS2 would only be able to drop a mere 15%.  I think my 27% drop seems a bit more rational. 

And, by your own estimate they have reached 80M, yet they haven't said a thing.  Hmm.  Also, and you can correct me if I'm wrong, but I don't believe Sony ever made an official statement regarding September's NPD.  Hmm.  Sorry, but Sony (and Nintendo) works different than MS, they don't scream every achievement, whether large or small, from the hilltop. 

I think your bias may be showing.



thismeintiel said:
Seece said:
thismeintiel said:

Biased?  Really? 

I just used the fact that Sony said the PS3 was down YOY, so its max would have been 13.8M, since it shipped 13.9M the previous year.  For the minimum, I just figured that the PS2 had stopped production during that fiscal year, so I highly doubt it was near the 4.1M it shipped the previous year.  Hence, the 3M estimate.  It's not bias, it's using common sense. 

I'm guessing ioi came up with similar numbers, since VGC numbers were changed.

Nothing to do with common sense, the numbers could be all over the place, if you don't have direct access to them you're doing nothing but assuming. And yes, bias 0_o don't act like that's such a shock to you.

You're assuming they surpassed their FY by a good lump, why? There is no precedent for that? The previous two FY forecasts they missed (aimed for 14.5m in FY12, got 13.9m. FY11 aimed for 15m, got 14.3m.)

PS2 stopped production in January, the quarter was then bloated by Sony added the remainder PS2 stock in there.

FYQ411 - 3.3m PS2 + PS3 combined
FYQ412 - 2.5m PS2 + PS3 combined
FYQ413 - 3.4m PS2 + PS3 combined

Also take into consideration the PS3's last 2 quarters, showing quite steep drops. 1.1m and 2m are both vastly down (expected, gen is dying) compared to what they usually do. To expect that to have been a sudden drop whilst last year was flat/on par is strange.


You're expecting something like this for last FY (at 13.5m shipped)

Q1 - 1.8m - FLAT
Q2 - 3.5m - down 200k yoy
Q3 - 6.3m - down 200k yoy
Q4 - 1.9m - FLAT

That's with sales in that period down in Japan 400k~, US down 1.17m and Europe is a guess.

As the cherry on the icing of the cake, Sony are silent. No "we've passed 80 million" "we've surpassed Xbox 360" far bigger than beating them in the US last month which they happily touted about.

So yes, you don't know the meaning of the world common sense fella ;)

I guess you were right, there would be bias in your esitmate. 

So you think the PS2 had only dropped 15% in its last year?  This is going to be the DS's last year, and its down 91% for Q1+Q2, compared to last year (2012's 980K vs 2013's 90K).  If we even go back two FYs, 2012 was down 54% compared to 2011 (2011's 5.1M vs 2012's 2.35M).  The Wii is in a similar situation.  It's down 65% for the same period compared to last FY (2012's 1.33M vs 2013's 460K).  For the previous fiscal years, 2012 was down 59% (2011's 9.84M vs 2012's 3.99M).  It seems quite amazing that the PS2 would only be able to drop a mere 15%.  I think my 27% drop seems a bit more rational. 

And, by your own estimate they have reached 80M, yet they haven't said a thing.  Hmm.  Also, and you can correct me if I'm wrong, but I don't believe Sony ever made an official statement regarding September's NPD.  Hmm.  Sorry, but Sony (and Nintendo) works different than MS, they don't scream every achievement, whether large or small, from the hilltop. 

I think your bias may be showing.

No there is bias in yours, my estimates are more logical than yours, even so I'm not using them, I'm saying based on what we have all we should assume is that they hit their FY forecast and are at 80m (even though I don't believe they have)

Why don't you read my post again and counter everything I say?

PS2 only dropped 15% YoY because if Q4 3.4m shipment. I mean unless of course you think PS3 was like 3m of that? Wait a second don't, I don't wanna know if you actually believe that. If PS2 wasn't being discontinued that Q would have been much lower than PS2 sales would have been down significantly YOY.

Nothing I've said is bias, in fact everything in my post was factual. Yours?? All assumptions.


Your opinion: I think PS3 beat the FY forecast of 13m, and was down only 400k yoy (lord lol) depsite official trackers showing it down over 1.5m in that period. Despite Sony not hitting their previous 2FY forecasts by 500 - 700k, despite Sony not saying and confirming anything. PS3 shipped the bulk of that 3.4m in Q4, meaning it was it's bes Q4 by a massive margin!! despite sales being down this Q everywhere! Magic!

My opinion: PS2 was only down 15% because Sony shipped remaining stock in Q4 (3.4m) which explains the anomoly (Up YoY) Sony haven't said a thing, which is odd and leads me to believe it hasn't happened, PS3 was down everywhere, every Q which leads me to believe they did not ship 13.5m for the FY or anywhere near.



 

Sony is losing money, Nintendo is doomed.



Seece said:
thismeintiel said:

I guess you were right, there would be bias in your esitmate. 

So you think the PS2 had only dropped 15% in its last year?  This is going to be the DS's last year, and its down 91% for Q1+Q2, compared to last year (2012's 980K vs 2013's 90K).  If we even go back two FYs, 2012 was down 54% compared to 2011 (2011's 5.1M vs 2012's 2.35M).  The Wii is in a similar situation.  It's down 65% for the same period compared to last FY (2012's 1.33M vs 2013's 460K).  For the previous fiscal years, 2012 was down 59% (2011's 9.84M vs 2012's 3.99M).  It seems quite amazing that the PS2 would only be able to drop a mere 15%.  I think my 27% drop seems a bit more rational. 

And, by your own estimate they have reached 80M, yet they haven't said a thing.  Hmm.  Also, and you can correct me if I'm wrong, but I don't believe Sony ever made an official statement regarding September's NPD.  Hmm.  Sorry, but Sony (and Nintendo) works different than MS, they don't scream every achievement, whether large or small, from the hilltop. 

I think your bias may be showing.

No there is bias in yours, my estimates are more logical than yours, even so I'm not using them, I'm saying based on what we have all we should assume is that they hit their FY forecast and are at 80m (even though I don't believe they have)

Why don't you read my post again and counter everything I say?

PS2 only dropped 15% YoY because if Q4 3.4m shipment. I mean unless of course you think PS3 was like 3m of that? Wait a second don't, I don't wanna know if you actually believe that. If PS2 wasn't being discontinued that Q would have been much lower than PS2 sales would have been down significantly YOY.

Nothing I've said is bias, in fact everything in my post was factual. Yours?? All assumptions.


Your opinion: I think PS3 beat the FY forecast of 13m, and was down only 400k yoy (lord lol) depsite official trackers showing it down over 1.5m in that period. Despite Sony not hitting their previous 2FY forecasts by 500 - 700k, despite Sony not saying and confirming anything. PS3 shipped the bulk of that 3.4m in Q4, meaning it was it's bes Q4 by a massive margin!! despite sales being down this Q everywhere! Magic!

My opinion: PS2 was only down 15% because Sony shipped remaining stock in Q4 (3.4m) which explains the anomoly (Up YoY) Sony haven't said a thing, which is odd and leads me to believe it hasn't happened, PS3 was down everywhere, every Q which leads me to believe they did not ship 13.5m for the FY or anywhere near.

You say your estimates are full of facts, yet they ARE all assumptions, as well.  Where are the facts to back up that Sony just decided to ship a shit load of PS2s, making it barely drop from last year.  There are none, only your assumptions.  Listen, I realize you want to imagine the 360 is barely behind the PS3, now, and will use any "facts" you have to prove so, but I just don't think thats the case.  Neither, does VGC.  And your use of the poor excuse of "But Sony hasn't said anything" is almost as old as the systems themselves.  Many Xbox fans have used it to no avail, as Sony, like I said, barely ever say anything of numbers (except at major events).  But, you have fun continuing to use it.

Anyway, there's no point in continuing this convo. So, good day. 



KingdomHeartsFan said:

Is the loss because of the PS4 or something?

Partially I'm sure.  But also they anticipate to make a loss with each PS4 and hoping game sales will support them to break even or make a profit.

They have already warned their shareholds they expect a lossing or little proffit first quarter next year from gaming.



 

Really not sure I see any point of Consol over PC's since Kinect, Wii and other alternative ways to play have been abandoned. 

Top 50 'most fun' game list coming soon!

 

Tell me a funny joke!