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Forums - Sony - Sony's Q3 FY2013 Earnings (Stock UP 5%; Profit Beats Forecasts; 7.8m PS4+PS3; 2m Vita+PSP)

drkohler said:
DirtyP2002 said:
So the PS3 shipped 100k units more than the Xbox 360. The difference according to VGC is 500k for the same Q, right?

My numbers might be wrong though.

You are basically saying Sony lied with their 4.2mio number?

There is no magic way they could have sold through everything they made by Dec 31. Given the 7.8mio combined number, my estimates of a few weeks ago of 4.6mio PS4s manufactured (and consequently 3.2mio PS3s) seems to be correct. Which could also mean X360 and PS3 sell-through is roughly on par by end of 2013.


WHAT?! Hell no!

4.2 million PS4s shipped in this Q --> 3.6 million PS3s shipped for this Q.

From Oct. - end of December

3.6 million PS3s shipped // according to VGC 2.7 million consoles sold to consumers
3.5 million Xbox 360s shipped // according to VGC 2.2 million consoles sold to consumers.

 

So there is 100k difference for the shipments, but 500k for the sold through numbers. This is not logical. That was my point. I never doubted Sonys numbers.



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Sony's spinning off there TV business into an independent company while selling there PC business.

It looks like by this time next year Sony's consumer electronic business will be just phones, consoles and cameras.

I do wonder how many of the smaller parts will be divided up like there PC software business if they will keep it (hopes) or if it will be sold as part of the PC business.



Okay, I'm confused :(

This article came out today http://www.bloomberg.com/news/2014-02-06/sony-forecasts-annual-loss-as-hirai-turnaround-stalls-on-tvs.html

Everyone here is stating this as good, but what about the other? These two reports are completely different than each other, correct? One is projected while the other is Q3 2013 financials. Also, how could the PS4 be accounted for at all in this (Q3 2013) when it didn't release until Q4? Are those shipment figures, because I guess that would make sense.

Sorry for stupid questions :(



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Slade6alpha said:
Okay, I'm confused :(

This article came out today http://www.bloomberg.com/news/2014-02-06/sony-forecasts-annual-loss-as-hirai-turnaround-stalls-on-tvs.html

Everyone here is stating this as good, but what about the other? These two reports are completely different than each other, correct? One is projected while the other is Q3 2013 financials. Also, how could the PS4 be accounted for at all in this (Q3 2013) when it didn't release until Q4? Are those shipment figures, because I guess that would make sense.

Sorry for stupid questions :(

Q3 is the quarter just gone, Q4 January-March.



MoHasanie said:

Good that they made a profit, although that forecasted loss is terrible.
If Sony doesn't fix their TV business though then they will never be able to do well. 

Panasonic also announced similar sized profits, so perhaps Japanese electronic companies will begin to do better from now on. 


Splitting the TV bussiness is the last step before shutdown. It's a large division and, unlike the PC division, nobody would buy a TV division to enter a crowded market (and it's more expensive than PC division too). They can't just ditch it, at least while they still have options to save the division. They tried to do it with the division for some years, now they split it to make it more independent. If it succeeds, it will stay this way. If it won't, it will be way easier to put an end with it out of the main company.



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Slade6alpha said:
Okay, I'm confused :(

This article came out today http://www.bloomberg.com/news/2014-02-06/sony-forecasts-annual-loss-as-hirai-turnaround-stalls-on-tvs.html


The loss will come from costs associated with the separation of the PC division, at least is what I heard. But in the long run, it's better. The PC market isn't doing well, HP was considering ditching parts of its PC bussiness, Dell had to go private and its reported that Samsung will stop manufacturing all their laptops, except the Chromebooks.



sully1311 said:

Q3 is the quarter just gone, Q4 January-March.

I thought Q1 was January-March, Q2 was April-June, Q3 July-September, and then Q4 October to December?

that would make sense though, accounting for the PS4 in that time frame. 



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Slade6alpha said:
sully1311 said:

Q3 is the quarter just gone, Q4 January-March.

I thought Q1 was January-March, Q2 was April-June, Q3 July-September, and then Q4 October to December?

You are thinking in calendar years. Companies can start their "new years" whenever they see fit, but almost all start it in one of the calendar quarters January, April, July, October.



Billion lost next quarter. Anyone have any idea how much money Sony has in the bank?



"Excuse me sir, I see you have a weapon. Why don't you put it down and let's settle this like gentlemen"  ~ max

Slade6alpha said:
Okay, I'm confused :(

This article came out today http://www.bloomberg.com/news/2014-02-06/sony-forecasts-annual-loss-as-hirai-turnaround-stalls-on-tvs.html

Everyone here is stating this as good, but what about the other? These two reports are completely different than each other, correct? One is projected while the other is Q3 2013 financials. Also, how could the PS4 be accounted for at all in this (Q3 2013) when it didn't release until Q4? Are those shipment figures, because I guess that would make sense.

Sorry for stupid questions :(


There are two ways to look at it. One is objective and the other one is spread on VGC.

The Q was decent, but the outlook is terrible.
Sonys shares are down 5.5% in Europe already, let's see how New York reacts to these numbers in a couple of minutes.



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