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

DonFerrari said:
Barkley said:

For comparison Microsofts gaming revenue for this quarter was $3.357 Billion.

Nintendo's financials will be released in 2 days.

Problem is that Microsoft gaming department isn't only about their console and not even only about gaming right?

I have no idea about "not only about gaming", but yes it includes PC.



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Barkley said:
DonFerrari said:

Problem is that Microsoft gaming department isn't only about their console and not even only about gaming right?

I have no idea about "not only about gaming", but yes it includes PC.

I don't know what are currently in the department, but last time I looked they had surface sales and Android Royalties counted on the numbers, reason why it was hard to see what was Xbox revenue and profit. Nowadays I don't know, need to check.

EDIT:

More Personal Computing

Our More Personal Computing segment consists of products and services that put customers at the center of the experience with our technology. This segment primarily comprises:

• Windows, including Windows OEM licensing (“Windows OEM”) and other non-volume licensing of the Windows operating system; Windows Commercial, comprising volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; Windows IoT; and MSN advertising.

• Devices, including Surface and PC accessories.

• Gaming, including Xbox hardware and Xbox content and services, comprising Xbox Live (transactions, subscriptions, cloud services, and advertising), video games, and third-party video game royalties.

• Search.

Selected Product and Service Revenue Constant Currency Reconciliation       

 

Three Months Ended June 30, 2020

Percentage Change Y/Y (GAAP)

Constant Currency Impact

Percentage Change Y/Y Constant Currency

Office Commercial products and cloud services

5%

2%

7%

Office 365 Commercial

19%

3%

22%

Office Consumer products and cloud services

6%

1%

7%

LinkedIn

10%

1%

11%

Dynamics products and cloud services

13%

2%

15%

Dynamics 365

38%

2%

40%

Server products and cloud services

19%

2%

21%

Azure

47%

3%

50%

Enterprise Services

0%

2%

2%

Windows OEM

7%

0%

7%

Windows Commercial products and cloud services

9%

2%

11%

Xbox content and services

65%

3%

68%

Surface

28%

2%

30%

Search advertising excluding traffic acquisition costs

(18)%

1%

(17)%

So from all it can be seem Xbox also had a very strong quarter.

Revenue in More Personal Computing was $12.9 billion and increased 14% (up 16% in constant currency), with the following business highlights:

  • Windows OEM revenue increased 7%
  • Windows Commercial products and cloud services revenue increased 9% (up 11% in constant currency)
  • Xbox content and services revenue increased 65% (up 68% in constant currency)
  • Surface revenue increased 28% (up 30%in constant currency)
  • Search advertising revenue excluding traffic acquisition costs decreased 18% (down 17% in constant currency)  
Last edited by DonFerrari - on 04 August 2020

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."

Barkley said:

VGC Sales (June 27th) = 111.71m
VGC Sales (July 4th) = 111.92m

Shipments (June 30th) = 112.3m

So VGC figures wise for June 30th we're probably looking at about 111.81m, meaning the difference between VGC estimates and shipped is around 500k. Not the 300k figure mentioned by people in this thread.

PS4 is not undertracked that's for sure. Overtracked a little bit? Quite likely, but it's not going to be overtracked by 500k+

We're in a global pandemic, excess stock of ps4 will be being reduced due to the PS5 launch, there isn't going to be 1m+ shipped consoles out there. 500k is low but it's not a crazy number.

Well it seems people must be getting their numbers from different places. I used the June 27 comparison chart and that has the PS4 at 111,94 mil as of June 27:

https://www.vgchartz.com/article/444321/switch-vs-ps4-vs-xbox-one-sales-comparison-charts-through-june-27-2020/

I said in my post 400k since I used that number as is. If you take the average between this and July 4 (112,14 by the comparison chart) you get 112-ish, so that's why people are saying 300k.



Major Switch Titles Launch Aligned

2022 predictions:

  • Switch - 24m
  • PS5 - 15.5m
  • Xbox Series - 10m

UnderwaterFunktown said:
Barkley said:

VGC Sales (June 27th) = 111.71m
VGC Sales (July 4th) = 111.92m

Shipments (June 30th) = 112.3m

So VGC figures wise for June 30th we're probably looking at about 111.81m, meaning the difference between VGC estimates and shipped is around 500k. Not the 300k figure mentioned by people in this thread.

PS4 is not undertracked that's for sure. Overtracked a little bit? Quite likely, but it's not going to be overtracked by 500k+

We're in a global pandemic, excess stock of ps4 will be being reduced due to the PS5 launch, there isn't going to be 1m+ shipped consoles out there. 500k is low but it's not a crazy number.

Well it seems people must be getting their numbers from different places. I used the June 27 comparison chart and that has the PS4 at 111,94 mil as of June 27:

https://www.vgchartz.com/article/444321/switch-vs-ps4-vs-xbox-one-sales-comparison-charts-through-june-27-2020/

I said in my post 400k since I used that number as is. If you take the average between this and July 4 (112,14 by the comparison chart) you get 112-ish, so that's why people are saying 300k.

Since that article was posted there were some minor adjustments to the PS4 figures following NPD June numbers. While we didn't get exact leaks we know hardware revenue was down 17 percent year-on-year. Before the adjustments all three consoles were up year-on-year by a decent amount.Barkley's numbers are right with what we currently have. However, as people have pointed out we are likely a little bit overtracked even with it selling it as it takes time for consoles to ship. 

I'll be doing some minor adjustments to our PS4 figures. Our figures in the Americas and Japan should be close enough, so the adjustments need to be done in Europe and rest of Asia.



VGChartz Sales Analyst and Writer - William D'Angelo - I stream on Twitch and have my own YouTubeFollow me on Twitter @TrunksWD.

Writer of the Sales Comparison | Weekly Hardware Breakdown Top 10 | Weekly Sales Analysis | Marketshare Features, as well as daily news on the Video Game Industry.

UnderwaterFunktown said:

Well it seems people must be getting their numbers from different places. I used the June 27 comparison chart and that has the PS4 at 111,94 mil as of June 27:

https://www.vgchartz.com/article/444321/switch-vs-ps4-vs-xbox-one-sales-comparison-charts-through-june-27-2020/

I said in my post 400k since I used that number as is. If you take the average between this and July 4 (112,14 by the comparison chart) you get 112-ish, so that's why people are saying 300k.

I made a mistake with my numbers by subtracting the Week Ending July 4th from the July 4th number etc. So I was taking an extra week of sales off. These are the current VGC numbers:

Week Ending July 25th = 112.64m
Week Ending July 18th = 112.48m
Week Ending July 11th = 112.29m
Week Ending July 4th = 112.11m
Week Ending June 27th = 111.92m

Which means the difference between VGC sell-through and Shipped for June 30th is probably around 280-300k. So yeah the PS4 is almost certainly overtracked.

trunkswd said:

Barkley's numbers are right with what we currently have.

I don't think they were. xD



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Barkley said:

UnderwaterFunktown said:

Well it seems people must be getting their numbers from different places. I used the June 27 comparison chart and that has the PS4 at 111,94 mil as of June 27:

https://www.vgchartz.com/article/444321/switch-vs-ps4-vs-xbox-one-sales-comparison-charts-through-june-27-2020/

I said in my post 400k since I used that number as is. If you take the average between this and July 4 (112,14 by the comparison chart) you get 112-ish, so that's why people are saying 300k.

I made a mistake with my numbers by subtracting the Week Ending July 4th from the July 4th number etc. So I was taking an extra week of sales off. These are the current VGC numbers:

Week Ending July 25th = 112.64m
Week Ending July 18th = 112.48m
Week Ending July 11th = 112.29m
Week Ending July 4th = 112.11m
Week Ending June 27th = 111.92m

Which means the difference between VGC sell-through and Shipped for June 30th is probably around 280-300k. So yeah the PS4 is almost certainly overtracked.

trunkswd said:

Barkley's numbers are right with what we currently have.

I don't think they were. xD

Well at first glance they looked okay to me. I did some minor adjustments. Not quite done yet. It might take a few hours before it shows up on the main site. 



VGChartz Sales Analyst and Writer - William D'Angelo - I stream on Twitch and have my own YouTubeFollow me on Twitter @TrunksWD.

Writer of the Sales Comparison | Weekly Hardware Breakdown Top 10 | Weekly Sales Analysis | Marketshare Features, as well as daily news on the Video Game Industry.

Good numbers



Hardware numbers are abismal tho.
Seems like PS4 won't have legs like the PS3 didn't.
With the PS4 Pro the price actually didn't go down a cent this gen.
Seems like PS legs are a thing of the past now, keeping prices higher is what they want.



Barkley said:

UnderwaterFunktown said:

Well it seems people must be getting their numbers from different places. I used the June 27 comparison chart and that has the PS4 at 111,94 mil as of June 27:

https://www.vgchartz.com/article/444321/switch-vs-ps4-vs-xbox-one-sales-comparison-charts-through-june-27-2020/

I said in my post 400k since I used that number as is. If you take the average between this and July 4 (112,14 by the comparison chart) you get 112-ish, so that's why people are saying 300k.

I made a mistake with my numbers by subtracting the Week Ending July 4th from the July 4th number etc. So I was taking an extra week of sales off. These are the current VGC numbers:

Week Ending July 25th = 112.64m
Week Ending July 18th = 112.48m
Week Ending July 11th = 112.29m
Week Ending July 4th = 112.11m
Week Ending June 27th = 111.92m

Which means the difference between VGC sell-through and Shipped for June 30th is probably around 280-300k. So yeah the PS4 is almost certainly overtracked.

Didn't VGChartz start using shipments some time ago?



BraLoD said:
Barkley said:

I made a mistake with my numbers by subtracting the Week Ending July 4th from the July 4th number etc. So I was taking an extra week of sales off. These are the current VGC numbers:

Week Ending July 25th = 112.64m
Week Ending July 18th = 112.48m
Week Ending July 11th = 112.29m
Week Ending July 4th = 112.11m
Week Ending June 27th = 111.92m

Which means the difference between VGC sell-through and Shipped for June 30th is probably around 280-300k. So yeah the PS4 is almost certainly overtracked.

Didn't VGChartz start using shipments some time ago?

Just for software figures we switched from estimates to official shipment figures. For hardware we still provide weekly hardware estimates. 



VGChartz Sales Analyst and Writer - William D'Angelo - I stream on Twitch and have my own YouTubeFollow me on Twitter @TrunksWD.

Writer of the Sales Comparison | Weekly Hardware Breakdown Top 10 | Weekly Sales Analysis | Marketshare Features, as well as daily news on the Video Game Industry.