By using this site, you agree to our Privacy Policy and our Terms of Use. Close

Forums - Sales Discussion - Official Big 3 Quarterly/Annual Results for shipments to date & projections

shanbcn said:
I think Sony may also lower their 13m forecast for PS3 if they didn't ship 3+m last quarter.

I doubt it.. PS3 slim has only 1 month of the Quarter.. And it has done well. real effect will only be seen in Holiday season.. and i think they r not going to make the changes based on 1 month data rather they will like to make the changes after Holiday Season.

Secondly Sony also has a very strong Jan - Mar game release schedule... They have GOW III, GT5, MAG, WKC, SO4 and many other strong games n it can easily do 3m in Jan - Mar period.. 

 



Around the Network

I do think the PS3 is going to end up between 12-13m so if 13m is a little bullish its not enough to lower their forecast. I had been expecting PS3 to hold up a little better than it has.

The PSP is the one thats going to get a major revision though. Here is the problem - figures millions of units shipped worldwide.

PSP       Apr-Jun        July-Sept       Oct-Dec      Jan-Mar       Year

3/2009    3.7m            3.2m              5.1m            2.1m        14.1m

3/2010    1.3m          ~1.9m          ~3-3.5m       ~1.3-1.6m    7.5m-8.3m

 

~8m PSPs after a 14m year isn't a good outcome, particularly when 15m was predicted. If I'm correct its a a 40-50% drop and a larger volume drop that Nintendo's adjusted Wii figure.

With 1.9m in July-Sept (which is a bullish figure on my part frankly) PSP will be at 3.2m in Apr-Sep down 3.7m units from last Apr-Sept. To get to 15m Sony would have to beat its PSP figures from the previous year by 3.7m+0.9m...or by 4.6m. If the PSP Go had been a big hit that could have happened. Instead, PSP HW will probably continue tracking below last year. Even if Oct-March is up somehow because of PSP Go, Sony probably still has to lower its forecast to at least under 12m because of how far down PSP is to date.

 

 

 

      



People are difficult to govern because they have too much knowledge.

When there are more laws, there are more criminals.

- Lao Tzu

@ Source

Any ideas on how well PSP Go will do in Japan?



                            

10 hours or so for sony Earnings Announcement

http://www.sony.net/SonyInfo/IR/info/presen/index.html



The results we want to see will be hidden on that link...what you want to look at is this website:

http://www.scei.co.jp/corporate/data/bizdataps2_sale_e.html  (PS2 shipments)

http://www.scei.co.jp/corporate/data/bizdatapsp_sale_e.html (PSP Shipments)

http://www.scei.co.jp/corporate/data/bizdataps3_sale_e.html (PS3 Shipments)

Note: you can't calculate figures for PS2 or PSP by adding Production Shipments to 'Unit Sales' (hw sold to stores) because if you look at the two sets of data the information is significantly different for the March 2007 year.



People are difficult to govern because they have too much knowledge.

When there are more laws, there are more criminals.

- Lao Tzu

Around the Network

Sony's results will be out within 90 minutes....

Meanwhile, as I update my documents, here are lifetime sw shipments by region for Nintendo's eight major systems.

Wii SW shipments DS SW shipments both topped NES SW shipments to the Americas. For Wii, its an impressive figure given that NES got to 34m in the Americas to reach its sw total. Wii is only at 26m in the Americas. The Wii SW market in the Americas is bigger in less than three years is bigger than the N64/GC worldwide markets over six years. Wii should have fairly significant third party support for quite some time as a result even if a successor debuts in say, 2011.



People are difficult to govern because they have too much knowledge.

When there are more laws, there are more criminals.

- Lao Tzu

Sony loss 362 million and a net loss of 292 million
http://www.sony.net/SonyInfo/IR/financial/fr/09q2_sony.pdf



Hardware and software shipments are now included in the earnings announcements again (slide 19)

 

Hardware

PS3 - 3.2

PSP - 3.0

PS2 - 1.9

 

Software

PS3 - 23.9

PSP - 12.9

PS2 - 11.1

 

No change was made to sales forcasts - PS3 still at 13mil and PSP at 15mil. Network devises division lost over 600 Million USD attributed to low Viao PC sales and less PS2 software which more then halved from 23.2mil to 11.1mil.



3.2 mil PS3s in Q2.



Weird that they didn't lower PSP targets....
PS3 seem on track to hit or come very close from the 13 millions units target...



PS3-Xbox360 gap : 1.5 millions and going up in PS3 favor !

PS3-Wii gap : 20 millions and going down !