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Forums - Sony Discussion - Sony Q4 2020 earnings: PS5 at 7.8 million (3.3 for Q4), PS4 116 million (1 million for Q4)

Blood_Tears said:

Since the console is actually sold out, the shipped to sold through ratio should be very close so there should be some adjustments coming.

Why?

From the numbers, we know 7.8M consoles were manufactured by end of March (and sold-in, as currently everything that is manufactured is already sold to distributors), and we know roughly 270k consoles were manufactured per week.

It takes roughly 4 weeks to ship from China to Europe/America, considerably less to Asia. So we can assume a roughly 3 weeks supply was on ships floating to wherever they were heading to, so the sell-through by end of March should be around 8M.

That's pretty much exactly what the data here says.



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Blood_Tears said:

Excellent news and results for Sony and PS5. Plus the software sales for the FY for the division are crazy high.
I always had a feeling that this site was low on PS5 numbers, especially with consistent news that it was the top seller in Europe in Feb and the UK for 2 months. Since the console is actually sold out, the shipped to sold through ratio should be very close so there should be some adjustments coming.

Zero PS5 for UK until end of May. Because of that stuck ship, EU have had and continuing zero stock.



Random_Matt said:

Zero PS5 for UK until end of May. Because of that stuck ship, EU have had and continuing zero stock.

You can track Sony's Lading/Container Nos ?



Great results for PS5. You have to wonder how high it would have been without all the production issues.



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TruckOSaurus said:

Great results for PS5. You have to wonder how high it would have been without all the production issues.

Something tells me that even if they doubled their production rate (say ~3m pr month),
it would still be a while before production was higher than demand.



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Physical games: 5%
Digital software: 21%

Not sure if that 21% includes movies. But either way, 4x that of physical sales is quite a lot.

And this is just revenue. Profits will obviously be even higher for digital.

Last edited by Hiku - on 28 April 2021

Hiku said:

Physical games: 5%
Digital software: 21%

Not sure if that 21% includes movies. But either way, 4x that of physical sales is quite a lot.

And this is for revenue. Profits will obviously be even higher then for digital.

Wow. This is further proof that digital is on its way to total dominance. Add on Content is where the $ is, which some may feel sucks but clearly many are showing their approval with their wallets.



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Hiku said:

Physical games: 5%
Digital software: 21%

Not sure if that 21% includes movies. But either way, 4x that of physical sales is quite a lot.

And this is just revenue. Profits will obviously be even higher for digital.

Makes you wonder just how useful Famitsu can be in the future when it comes to Software. NPD already switched to tracking physical+digital for most publishers.



PS5 has been adjusted up and is now at 7.22 million as of April 3 (and 7.44 million as of April 10). That would put the gap between shipped vs sold at around 600,000, which is 2.5-3 weeks of sales. Also, PS5 is now 211K ahead of PS4 when comparing our estimates through the end of their first March quarter. 

Last edited by trunkswd - on 28 April 2021

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This gen is going to be pretty much a copy and paste of last gen between playstation and xbox. Makes sense now why MS is focusing too much on gamepass.