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Forums - Gaming Discussion - SIE Q1 2018 (Apr-June): 3.2m PS4s shipped (down vs Q1 2017@3.3m) / FY18 forecast increased to 17m

DonFerrari said:
thismeintiel said:

My guess it a lot of those PS Plus subs were 3 month tryouts bought at Xmas. Luckily, it looks like most stuck around, since it only dropped by ~300K.

Also, I expect a ~$50 price cut this year. They are definitely not dropping to $199, though, except for Black Friday. 

Well, PS+ have been higher every Q. Sure it could be 3 months on Holiday, but still is the first drop. But I think on Q4 we shall be over 40M PS+

Well, it's also the first Xmas we had a $199 PS4.  Probably a bunch of budget conscious people jumping onto the PS4.  And I agree, I see it going back up to 40M+.



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A ps4 slim + god of war bundle at 249 in bf will sell like wather in desert.



1.6m on shelves or in transit is still pretty low, but at least shipments are back to normal compared to last quarter. And so many people were saying PS4 sales didn't reach 80m because Sony always announces the milestones. Well apparently they don't feel 80m is significant, but maybe when they pass PS3 LTD it will be significant.



Barkley said: asonable
Sony really underestimated the PS4 this year, perhaps underestimating GoW is a factor in that. They might even have to increase the forecast again, but I'm content with 17m if it sticks.

Sony have been doing this for a while. Keep expectations reasonable knowing you are likely going to do slightly better. It keeps the shareholders happy and creates long term confidence in the company.



 

The PS5 Exists. 


Kerotan said:

So why are Microsoft so aggressive then? It might not be crazy that Sony keep it high for insane profits but its crazy that they're able to get such high sales at that price. The power of awesome software. 

Because Microsoft doesn't care about the profit on hardware.  It's pocket change to them.  What they want is volume.  They want a portal into as many homes as possible so they can sell subscriptions and services.  They want access to the marketplace to go through them.  That's a steady flow of revenue, unlike the one time cost of a console.  This has always been Microsoft's goal.



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pokoko said:
Kerotan said:

So why are Microsoft so aggressive then? It might not be crazy that Sony keep it high for insane profits but its crazy that they're able to get such high sales at that price. The power of awesome software. 

Because Microsoft doesn't care about the profit on hardware.  It's pocket change to them.  What they want is volume.  They want a portal into as many homes as possible so they can sell subscriptions and services.  They want access to the marketplace to go through them.  That's a steady flow of revenue, unlike the one time cost of a console.  This has always been Microsoft's goal.

That doesn't seem likely from Azzanation, he says the HW sales of X1 is irrelevant and all MS cares about is the subscription and that there is no correlation between selling more HW and subs. For him XBL (silver+gold+pc+minecraft switch) being higher than PS+ shows that HW doesn't bring subs.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

The question people have to start asking is not if PS4 is going to sell 100m or when is going to sell 100m. The question for me, is if PS4 is going to be the fastest console ever to reach 100m sales. Considering is selling faster than PS2 and the fact that Wii started to fall in sales in the same timeframe, my answer is yes and it will be a record difficult to beat. A huge milestone.



What was the previous forecast?



colafitte said:
The question people have to start asking is not if PS4 is going to sell 100m or when is going to sell 100m. The question for me, is if PS4 is going to be the fastest console ever to reach 100m sales. Considering is selling faster than PS2 and the fact that Wii started to fall in sales in the same timeframe, my answer is yes and it will be a record difficult to beat. A huge milestone.

First year of Switch a lot were betting Switch would outsell PS4 and aligned it would keep outselling all the time.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

GOWTLOZ said:
What was the previous forecast?

About 1M lower if I'm not wrong.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."