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

shanbcn on 30 July 2008
BKK2 said:
^ Quite possible.

They said inventory value was down 29.7% due to decreased PS3 hardware inventory, but the last production shipment they gave was through March 07, so we don't have the difference between production shipments and retail shipments for the Apr-Jun quarter last year.

PS3 hardware has had a 33% reduction in value since then, so a 29.7% is inline with decreased value of the PS3 inventory, but not decreased units. This makes sense as they should have been stockpiling 80Gb in the last quarter. David Reeves said a couple of weeks ago that they are already on their way to Europe.

Jul 19, 2008

GameSpot UK: Why have you decided to move up to the 80GB PlayStation 3 model?

David Reeves: Hard drives worldwide are a commodity just like memory sticks. I used to pay a fortune for memory sticks, even for a 64MB. Now I pay the same for a 2GB. Our strategy was very much based on the fact that we knew that the cost of a hard drive would come down. 80GB is probably cheaper now to buy than a 40GB.

Secondly, we know that people want more storage--that's a fact. Thirdly, we know that having higher capacity helps. If the Japanese say to us, "We'll give you the 80GB model at the same price as the 40GB model," are you going to say no? No, you're not, and we said "OK," and that's what we're going to do. They're already produced and they're on the boat to Australia, Europe, and to the UK. It was a no-brainer, and we thought that doubling the capacity with the same specs and the same price was probably a good way to go.


Link

Through March 31 2007 there was a 1.89m difference between produced and shipped. It was probably a similar ammount the following quarter, and this quarter seems to be inline with that quarter. 14.41m + 1.89m = 16.3m, coincidentally exactly 4m behind 360.

So, this does seem most likely the way he calculated it, but it's a pretty dubious method.

Those extra 1.9 million units could be 80gb models. Anyway the retard should never have said 4 million behind because they are almost 6 million behind as of latest shipment figures. And even shipped figures doesn't say much because remember MS shipped 10 million quicky but it didn't help them out.

 



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Griffin on 30 July 2008

Why do we have the PSP at about 36mil sold to consumers, when Sony have the system at 41.56mil to retail for the end of June. There are less PSP sold each month compared to the DS and there are less of them in stores, so there should be under 2mil difference between our numbers.

Why do we have the PS2 at 119.5mil for the end of June when retail sales are over 130mil.



FishyJoe on 30 July 2008
Griffin said:
Why do we have the PSP at about 36mil sold to consumers, when Sony have the system at 41.56mil to retail for the end of June. There are less PSP sold each month compared to the DS and there are less of them in stores, so there should be under 2mil difference between our numbers.

Why do we have the PS2 at 119.5mil for the end of June when retail sales are over 130mil.

Where did you get your total from? Because from this presentation by Kaz Hirai at the end of June 2008 the PSP was at 37 million.

http://www.sony.net/SonyInfo/IR/info/Strategy/pdf/presen_03.pdf#page=3

Are you using the old numbers and adding to them? In 2007 Sony changed their accounting method from production shipments to retail sales.



YoppaDo on 30 July 2008
FishyJoe said:
Griffin said:
Why do we have the PSP at about 36mil sold to consumers, when Sony have the system at 41.56mil to retail for the end of June. There are less PSP sold each month compared to the DS and there are less of them in stores, so there should be under 2mil difference between our numbers.

Why do we have the PS2 at 119.5mil for the end of June when retail sales are over 130mil.

Where did you get your total from? Because from this presentation by Kaz Hirai at the end of June 2008 the PSP was at 37 million.

http://www.sony.net/SonyInfo/IR/info/Strategy/pdf/presen_03.pdf#page=3

Are you using the old numbers and adding to them? In 2007 Sony changed their accounting method from production shipments to retail sales.
Well, TheSource has the numbers at 41.56m, which is where I got the number from too.

 

 



FishyJoe on 30 July 2008

Ok, well then TheSource will have to explain that. It might be an error, because the VGC number and the Sony number are more consistent with each other.



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BKK2 on 30 July 2008
FishyJoe said:
Griffin said:
Why do we have the PSP at about 36mil sold to consumers, when Sony have the system at 41.56mil to retail for the end of June. There are less PSP sold each month compared to the DS and there are less of them in stores, so there should be under 2mil difference between our numbers.

Why do we have the PS2 at 119.5mil for the end of June when retail sales are over 130mil.

Where did you get your total from? Because from this presentation by Kaz Hirai at the end of June 2008 the PSP was at 37 million.

http://www.sony.net/SonyInfo/IR/info/Strategy/pdf/presen_03.pdf#page=3

Are you using the old numbers and adding to them? In 2007 Sony changed their accounting method from production shipments to retail sales.

Those were FY 2007 Q4 figures. PSP had sold 34m through FY 2007 Q3, and sold 3.42m in FY 2007 Q4, which makes 37.42m (34m was rounded off to 1m, so there's a margin of error of 500k though).

Link

They only give out shipments from the previous earnings release, which in June was FY 2007 Q4. Everytime I see an interview with Sony close to an earnings release where the interviewer asks how many they've shipped Sony says they can't until answer after the release.

 



FishyJoe on 30 July 2008
BKK2 said:
FishyJoe said:
Griffin said:
Why do we have the PSP at about 36mil sold to consumers, when Sony have the system at 41.56mil to retail for the end of June. There are less PSP sold each month compared to the DS and there are less of them in stores, so there should be under 2mil difference between our numbers.

Why do we have the PS2 at 119.5mil for the end of June when retail sales are over 130mil.

Where did you get your total from? Because from this presentation by Kaz Hirai at the end of June 2008 the PSP was at 37 million.

http://www.sony.net/SonyInfo/IR/info/Strategy/pdf/presen_03.pdf#page=3

Are you using the old numbers and adding to them? In 2007 Sony changed their accounting method from production shipments to retail sales.

Those were FY 2007 Q4 figures. PSP had sold 34m through FY 2007 Q3, and sold 3.42m in FY 2007 Q4, which makes 37.42m (34m was rounded off to 1m, so there's a margin of error of 500k though).

Link

They only give out shipments from the previous earnings release, which in June was FY 2007 Q4. Everytime I see an interview with Sony close to an earnings release where the interviewer asks how many they've shipped Sony says they can't until answer after the release.

 

 

The article seems unclear as to what timeframe the PSP statistic is referencing.

However if you look at the graph in the presentation, it sure seems like the 37 million number is around mid year if the scale is accurate.

 



BKK2 on 30 July 2008

However if you look at the graph in the presentation, it sure seems like the 37 million number is around mid year if the scale is accurate.


The graph says FY 07, but the scale isn't accurate as cut and pasting FY 07 time period to FY 06 it's more like 3/4 of a year, or FY 07 Q3, but not exact so it's not really to scale. The graph also says PS3 was over 12m, which was the case through FY 07 Q4, but not FY 08 Q1, or FY 07 Q3 as the graph would suggest if the scale was accurate.



The article seems unclear as to what timeframe the PSP statistic is referencing


Seems pretty clear to me:

According to the stats, PSP had sold 34 million and PS2 sold 127 million units as New Year hit.




FishyJoe on 30 July 2008

Hmm, perhaps you're right. Oh well, maybe TheSource can give you an answer.



TheSource on 30 July 2008

BKK2 you had PSP at 37.84m earlier in this thread so I just added the shipment figure for this quarter to it.

I think 37m shipped to retail makes more sense through June though



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