Forums - Sony Discussion - Sony Q1 FY2020 (April-June) Results - PS4: 1.9m (LTD: 112.1m) | Best Quarter ever for PlayStation

Fei-Hung said:
I dint think the figures show the whole truth. I think digital sales are up mostly due to store sales and offers not day one purchases of brand new games.

It would be nice to see a breakdown of digital revenue split between brand new games and games bought on sale.

I'm 38 years old, love my physical media simply since I can trade it and get some credit back for my next purchase. However, PSN sales have been so good, I've bought more older games this gen than ever before.

I wonder if this is just me, or if this is so common it makes up a chunk of digital revenue.

Whatever it is, digital spending is increasing. And that's all that really matters. I am sure sony would rather you buy from the PS store (thanks to sales) than have you go to GameStop and buy some used games (also on sale).

Ardormor said:

There is no even small chance for Sony droping PS4 price to 149$ this year. In 2013 some websites reported that PS4 manufactering cost is 381$. After so many years it still wont be much lover than half of the intial manufactering cost (about 190$ now) They really dont need selling PS4 at lost now. 

Also the PS5 wont get the 199$ price point for a very long time, just look after PS4 - the suggested price is now 299,99MSRP, so hoping PS5 will get a 199$ in the near future is just "best wishes" 

And comparing PS1 or PS2 prices (at the end of their lifetime) to PS4 situation is just wrong. The market and technology situation is so much different now than back then. 

I don't personally believe sony would drop the price of the PS4 to $199. I think they would sooner make a revised PS4pro and sell that at $299 than to drop the PS4 price to $199.

This is because I sincerely believe any doesn't want people buying thePS4 after thePS5is released, so they would do everything they can to push people towards buying the PS5.

I also think you missed the point of the comparison, I am saying; no one should expect the PS4 to sell another 20M+ after the PS5 has released unless the PS4 will also somehow be priced at under $199. If it remains at $299, and there is a PS5 DE at $399, you pretty much have to be stupid to still buy a PS4.

xMetroid said:

I dont get why some are diminishing the DS reaching 150 millions cause it's a "portable" while the PS2 only did it by going 99$ and people bought it for DVD player

User was warned for this post - SpokenTruth.

I think it has something to do with consoles typically being a "one per household" type device whereas a handheld is a one per user type one. Most homes would have "one" Tv available to be used or games and what not and in turn, only one game console plugged into it. Handhelds however are just bout for all the kids. 3 kids, three Nintendo switches/DS bought for each one. Unless you want them fighting over it and destroying it. Three kids, one PlayStation and one TV bought for them.

Also, sPokEntRutH

JRPGfan said:
BraLoD said:

I mean, why would they not want to let it sells to the people that won't be able to afford the PS5 for a good time?

Drop that price and get more PS+ subscribers that will move for the PS5 later already there.

this... I have a hard time wrapping my head around the fact that there will be a PS5 (digital) for 399$, when the base PS4slim is still 299$.
It cant be real that theres only a 100$ differnce.

Sony need a super slim PS4 asap, and they need to set price to 149$.
And continue to make them, to sell to regions where they wont go for a 400$ or 500$ console.

If sony doesn't drop the PS4 price at all this year, then their intention is clear, they do not want anyone buying them anymore. Keeping it at $299 would actually accelerate the sales of a $399 PS5 DE. Not only does it make anyone buying a PS4fo $299 look stupid, it also means that people that have a PS4 and want to get the PS5 can sell their PS4/PS4pro for as little as $150/$199 respectively and just be adding around $199 o that to get a PS5.

Sony has said they intend to make the transition to the PS5 the fastest ever in a new-gen, I think this is something people aren't noticing.



Around the Network
John2290 said:
Bofferbrauer2 said:

I still think it's overtracked, because I can hardly believe only 300k are in transit right now. Ships need weeks to reach port, especially the European ones, where Sony is selling the bulk of their consoles. Considering the console is selling over 150k a week and about one and a half months of transit, I'd say the console is overtracked by 500K-700K.

Could be true and it might be about to hit a wall of shortages caused by the pandemic in two or three weeks. 

Don't forget those are the numbers until end of June. If it were true, then the wall of shortages were already here now.



BraLoD said:
DonFerrari said:

I have given you the reasonable on how much more sales you would need to justify the cut in price, and that count showed that it would be hard.

Where? Was it in another thread? Can't find it here.

Anyway, I doubt there is a hard cold count you go do to make it reasonable for me.

PS+ and PSN makes so much more money for them than just hardware profit, which is never the point of their consoles anyway.

More people playing on PS4 mean more subscribers, games sold and people to move their base from PS4 to PS5 when they can.

Another thread. But I`m almost sure I was talking to you on that. It was something like to drop the price 100 USD they would need additional 20M sales to justify, 12 games per HW royalties, 5 years of PSN+ for 40% of the buyers, etc. And it was very unlikely that the price cut would bring so much new buyers. 

EricHiggin said:
DonFerrari said:

I have given you the reasonable on how much more sales you would need to justify the cut in price, and that count showed that it would be hard.

BraLoD said:

Where? Was it in another thread? Can't find it here.

Anyway, I doubt there is a hard cold count you go do to make it reasonable for me.

PS+ and PSN makes so much more money for them than just hardware profit, which is never the point of their consoles anyway.

More people playing on PS4 mean more subscribers, games sold and people to move their base from PS4 to PS5 when they can.

Another concern could be Lockhart. If SNY had a good idea it's been in the works and will likely launch, if it's cheap enough, then that could pose a bit of a problem for a PS4 SS. Even if SNY went with $100 drop to $199, if Lockhart lands at $299, some are going to have second thoughts about simply grabbing up a last gen PS4 SS.

Now for some, an extra $100 over a $199 PS4 will simply be seen as too much, since PS4 at $299 was already too much for them. However, since PS4 is also nearing the end portion of it's life span, Lockhart would be brand new and next gen capable, so some are definitely going to think about waiting and saving up for it instead.

There are more recent rumors that Lockhart is actually a little weaker than anticipated, 1080p only, no 1440p, and could cost as low as $199 with a subsidy, assuming MS puts the subsidy emphasis heavily on Lockhart and not XBSX. Even if Lockhart was $249 or $299, this may be seen as a losing battle and a lost cause for SNY, so forget about PS4 SS and focus on PS5 subsidies.

Then there's the whole Game Pass, Netflix style push for MS, which would go great with a cheap Lockhart. Sure it's more money yet, but it's spread out in smaller amounts over years, assuming you keep paying for the service to play over time. 

Yep it is very hard to see a business case of dropping PS4 price 2 years ago, but sure at launch of PS5 they may do it to coast it for another year or two. But they will prefer to subside PS5 though.

Intrinsic said:
Fei-Hung said:
I dint think the figures show the whole truth. I think digital sales are up mostly due to store sales and offers not day one purchases of brand new games.

It would be nice to see a breakdown of digital revenue split between brand new games and games bought on sale.

I'm 38 years old, love my physical media simply since I can trade it and get some credit back for my next purchase. However, PSN sales have been so good, I've bought more older games this gen than ever before.

I wonder if this is just me, or if this is so common it makes up a chunk of digital revenue.

Whatever it is, digital spending is increasing. And that's all that really matters. I am sure sony would rather you buy from the PS store (thanks to sales) than have you go to GameStop and buy some used games (also on sale).

Ardormor said:

There is no even small chance for Sony droping PS4 price to 149$ this year. In 2013 some websites reported that PS4 manufactering cost is 381$. After so many years it still wont be much lover than half of the intial manufactering cost (about 190$ now) They really dont need selling PS4 at lost now. 

Also the PS5 wont get the 199$ price point for a very long time, just look after PS4 - the suggested price is now 299,99MSRP, so hoping PS5 will get a 199$ in the near future is just "best wishes" 

And comparing PS1 or PS2 prices (at the end of their lifetime) to PS4 situation is just wrong. The market and technology situation is so much different now than back then. 

I don't personally believe sony would drop the price of the PS4 to $199. I think they would sooner make a revised PS4pro and sell that at $299 than to drop the PS4 price to $199.

This is because I sincerely believe any doesn't want people buying thePS4 after thePS5is released, so they would do everything they can to push people towards buying the PS5.

I also think you missed the point of the comparison, I am saying; no one should expect the PS4 to sell another 20M+ after the PS5 has released unless the PS4 will also somehow be priced at under $199. If it remains at $299, and there is a PS5 DE at $399, you pretty much have to be stupid to still buy a PS4.

xMetroid said:

I dont get why some are diminishing the DS reaching 150 millions cause it's a "portable" while the PS2 only did it by going 99$ and people bought it for DVD player

User was warned for this post - SpokenTruth.

I think it has something to do with consoles typically being a "one per household" type device whereas a handheld is a one per user type one. Most homes would have "one" Tv available to be used or games and what not and in turn, only one game console plugged into it. Handhelds however are just bout for all the kids. 3 kids, three Nintendo switches/DS bought for each one. Unless you want them fighting over it and destroying it. Three kids, one PlayStation and one TV bought for them.

Also, sPokEntRutH

JRPGfan said:

this... I have a hard time wrapping my head around the fact that there will be a PS5 (digital) for 399$, when the base PS4slim is still 299$.
It cant be real that theres only a 100$ differnce.

Sony need a super slim PS4 asap, and they need to set price to 149$.
And continue to make them, to sell to regions where they wont go for a 400$ or 500$ console.

If sony doesn't drop the PS4 price at all this year, then their intention is clear, they do not want anyone buying them anymore. Keeping it at $299 would actually accelerate the sales of a $399 PS5 DE. Not only does it make anyone buying a PS4fo $299 look stupid, it also means that people that have a PS4 and want to get the PS5 can sell their PS4/PS4pro for as little as $150/$199 respectively and just be adding around $199 o that to get a PS5.

Sony has said they intend to make the transition to the PS5 the fastest ever in a new-gen, I think this is something people aren't noticing.

Keeping Pro around makes less sense than slim... Pro was made more expensive to produce and to the ones that want best performance, that will be covered by PS5, so at most there would be space for a very budget conscious console and PS4 could be it.



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

DonFerrari said:

Keeping Pro around makes less sense than slim... Pro was made more expensive to produce and to the ones that want best performance, that will be covered by PS5, so at most there would be space for a very budget conscious console and PS4 could be it.

True...

What I really believe though is that sony would leave the price of the PS4/PS4pro petty much a is. They would likely drop their prices by like $50 each (PS4@$249/PS4pro@$349) and cut shipments for the PS4 to a crawl.

And I believe they would do this to funnel new buyers towards a "cheap" $399 PS5 DE. There would be a lot of sub $200 PS4s in the used market from a lot of people moving onto the PS5. There is no reason for anyone holding onto their PS4 if buying a PS5.

Keeping the PS4 price kinda high just increases the perceived value of the PS5.



Intrinsic said:
DonFerrari said:

Keeping Pro around makes less sense than slim... Pro was made more expensive to produce and to the ones that want best performance, that will be covered by PS5, so at most there would be space for a very budget conscious console and PS4 could be it.

True...

What I really believe though is that sony would leave the price of the PS4/PS4pro petty much a is. They would likely drop their prices by like $50 each (PS4@$249/PS4pro@$349) and cut shipments for the PS4 to a crawl.

And I believe they would do this to funnel new buyers towards a "cheap" $399 PS5 DE. There would be a lot of sub $200 PS4s in the used market from a lot of people moving onto the PS5. There is no reason for anyone holding onto their PS4 if buying a PS5.

Keeping the PS4 price kinda high just increases the perceived value of the PS5.

One thing that has to be taken into account is this is the first time we have seen BC become a permanent feature so PS5 playing PS4 software has to factor in to how they look at PS4 going forward my thoughts are they will emphasise the benefits of PS5 BC to both old and new customers, lessening one of the attractions of buying a console late in its life cycle that being having access to a large library.



Around the Network
mjk45 said:

One thing that has to be taken into account is this is the first time we have seen BC become a permanent feature so PS5 playing PS4 software has to factor in to how they look at PS4 going forward my thoughts are they will emphasise the benefits of PS5 BC to both old and new customers, lessening one of the attractions of buying a console late in its life cycle that being having access to a large library.

Not true... the PS2 was fully BC with the PS1.

The PS "one" went onto sell another 28M consoles through the period of 2000-2006.

At the end of the day though, its going to come down to price. f the cheapest PS4 you can buy is $299 while there is a PS5 on the market for $399, then the PS4 will have no legs.



$23B would be an all time record for any gaming company. Sony has somehow managed to grow their revenue despite it being an end of cycle/transitioning period. This is most likely due to their services and software sales continuing to grow or stay at incredibly high numbers.

I was wondering it it is possible for Sony to break near the $30B number with PS5. Main reasons being more digital within the PS userbase, PS5 outselling PS4, and further growth of first party.



Intrinsic said:
mjk45 said:

One thing that has to be taken into account is this is the first time we have seen BC become a permanent feature going forward so PS5 playing PS4 software has to factor in to how they look at PS4 going forward my thoughts are they will emphasise the benefits of PS5 BC to both old and new customers, lessening one of the attractions of buying a console late in its life cycle that being having access to a large library.

Not true... the PS2 was fully BC with the PS1.

The PS "one" went onto sell another 28M consoles through the period of 2000-2006.

At the end of the day though, its going to come down to price. f the cheapest PS4 you can buy is $299 while there is a PS5 on the market for $399, then the PS4 will have no legs.

I was basing it on being permanent going forward, but your right silly me, you are also right about price being king, still I was adding it as another reason to be  taken into account, I feel with their talk about moving people onto PS5 at a greater rate than PS4, they will put the brakes on the PS4 by emphasising BC taking away one of the benefits of late gen purchase and if they do that while keeping the price as it is now it may work.



mjk45 said:

I was basing it on being permanent going forward, but your right silly me, you are also right about price being king, still I was adding it as another reason to be  taken into account, I feel with their talk about moving people onto PS5 at a greater rate than PS4, they will put the brakes on the PS4 by emphasising BC taking away one of the benefits of late gen purchase and if they do that while keeping the price as it is now it may work.

Oh I agree with you entirely. And is what I have been saying.

Yes, we know that sony has been pushing this fastest transition to next gen narrative. Question is, how do they do that? Solution?

  1. Do not drop the price of the PS4, leave it at $299. Drop the price of the PS4 pro to $349 but quietly discontinue it. 
  2. Make sure there is a PS5 SKU at $399. 

That's it, keeping the prices of the PS4 as is, has the added bonus of further increasing the value proposition a $399 PS5. It also ensures that the PS4 holds its value in the used market. Why is that important? Because if a brand new PS4 costs $299, then a PS4 owner can sell his/her PS4 used for as much as $199 and it would be considered a deal. Even better when he bundles all his controllers and a few games to it.

That means that to that PS4 gamer going to the PS5, the PS5 would end up costing him/her only $199 if they are buying the DE SKU. That's how you get people to jump into the new-gen as quickly as possible. And of course, as you said, having BC plays a role. I would just add that it gives people that already ow a PS4 no reason at all to hold onto their PS4cosoles, so expect the used market to get flooded with P4s as no one is holding onto theirs.



Otter said:
xMetroid said:
I dont get why some are diminishing the DS reaching 150 millions cause it's a "portable" while the PS2 only did it by going 99$ and people bought it for DVD player

DS deserves its props but the nature of handheld ownership is quite different from consoles. Having multiple handhelds per household is quite common as it's intended as personal device and nintendo kind forced this further with games like Pokemon and Nintendogs only allowing 1 save file. 

Intrinsic said:
Fei-Hung said:
I dint think the figures show the whole truth. I think digital sales are up mostly due to store sales and offers not day one purchases of brand new games.

It would be nice to see a breakdown of digital revenue split between brand new games and games bought on sale.

I'm 38 years old, love my physical media simply since I can trade it and get some credit back for my next purchase. However, PSN sales have been so good, I've bought more older games this gen than ever before.

I wonder if this is just me, or if this is so common it makes up a chunk of digital revenue.

Whatever it is, digital spending is increasing. And that's all that really matters. I am sure sony would rather you buy from the PS store (thanks to sales) than have you go to GameStop and buy some used games (also on sale).

Ardormor said:

There is no even small chance for Sony droping PS4 price to 149$ this year. In 2013 some websites reported that PS4 manufactering cost is 381$. After so many years it still wont be much lover than half of the intial manufactering cost (about 190$ now) They really dont need selling PS4 at lost now. 

Also the PS5 wont get the 199$ price point for a very long time, just look after PS4 - the suggested price is now 299,99MSRP, so hoping PS5 will get a 199$ in the near future is just "best wishes" 

And comparing PS1 or PS2 prices (at the end of their lifetime) to PS4 situation is just wrong. The market and technology situation is so much different now than back then. 

I don't personally believe sony would drop the price of the PS4 to $199. I think they would sooner make a revised PS4pro and sell that at $299 than to drop the PS4 price to $199.

This is because I sincerely believe any doesn't want people buying thePS4 after thePS5is released, so they would do everything they can to push people towards buying the PS5.

I also think you missed the point of the comparison, I am saying; no one should expect the PS4 to sell another 20M+ after the PS5 has released unless the PS4 will also somehow be priced at under $199. If it remains at $299, and there is a PS5 DE at $399, you pretty much have to be stupid to still buy a PS4.

xMetroid said:

I dont get why some are diminishing the DS reaching 150 millions cause it's a "portable" while the PS2 only did it by going 99$ and people bought it for DVD player

User was warned for this post - SpokenTruth.

I think it has something to do with consoles typically being a "one per household" type device whereas a handheld is a one per user type one. Most homes would have "one" Tv available to be used or games and what not and in turn, only one game console plugged into it. Handhelds however are just bout for all the kids. 3 kids, three Nintendo switches/DS bought for each one. Unless you want them fighting over it and destroying it. Three kids, one PlayStation and one TV bought for them.

Also, sPokEntRutH

JRPGfan said:

this... I have a hard time wrapping my head around the fact that there will be a PS5 (digital) for 399$, when the base PS4slim is still 299$.
It cant be real that theres only a 100$ differnce.

Sony need a super slim PS4 asap, and they need to set price to 149$.
And continue to make them, to sell to regions where they wont go for a 400$ or 500$ console.

If sony doesn't drop the PS4 price at all this year, then their intention is clear, they do not want anyone buying them anymore. Keeping it at $299 would actually accelerate the sales of a $399 PS5 DE. Not only does it make anyone buying a PS4fo $299 look stupid, it also means that people that have a PS4 and want to get the PS5 can sell their PS4/PS4pro for as little as $150/$199 respectively and just be adding around $199 o that to get a PS5.

Sony has said they intend to make the transition to the PS5 the fastest ever in a new-gen, I think this is something people aren't noticing.

The same nonsense goes on today with Switch vs consoles. Let alone now because of Switch Lite, comparing Nintendo numbers against true current gen consoles is utter nonsense.

Besides, to almost everyone who has a console (PS or Xbox) having 1 or 2 handhelds round makes sense. Nintendo handhelds are the devices that usually share buyers with consoles.

No surprise handheld gaming is the only way to go for Nintendo.



God bless You.

My Total Sales prediction for PS4 by the end of 2021: 110m+

When PS4 will hit 100m consoles sold: Before Christmas 2019

There were three ravens sat on a tree / They were as blacke as they might be / The one of them said to his mate, Where shall we our breakfast take?