Sony doubles Apr - Jun sales in 2008

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I think every op based on sales should include the desclaimer:

All major console manufactures include numbers for shipped units not sold. Yes All! ship != sold.

It would save no much time and frustration
 
GSG Flash said:
I wouldn't be surprised to see the PS3 surpass the 360 sooner than later, but it's gonna have to weather a heavy holiday storm from MS with Gears 2. Solid numbers from Sony, I'm glad the gaming division brought in a profit.

Why, though? I really believe Gears 2 won't help to sell that much more new consoles. It was already a big new IP last year, sold a fuckload, and this year will sell to the same audience + those who previously bought used copies and whatnot. The Gears IP already had its contribution towards expanding the 360 console base and the sequel is geared to be Bigger and Badder.. just even more hardcore.

There'll be competition for retail space (software) and news coverage (online, offline) though. Resistance 2 will be facing up to it and will, I believe, lose out to it in sales for the US at the very least.
 
Kuramu said:
So awesome.
cRIPticon said:
Over what period? The life of the console/this generation? If you are saying that it is unlikely that the PS3 itself will never turn a profit then = :lol
I don't have the exact figures on me, but the last few years of SCE's losses were pretty close to the profits they made during the earlier PS2 years. It's a pretty big hole to get out of.
 
PistolGrip said:
I think every op based on sales should include the desclaimer:

All major console manufactures include numbers for shipped units not sold. Yes All! ship != sold.

It would safe no much time and frustration

It doesn't matter... Sony, Microsoft, and Nintendo make their money when they sell their systems to retail AKA ship.
 
Yes that is true but when you have the probability of being able to channel stuff, then the whole sales age business using shipped figures does not really paint an accurate picture. When combined with sales to consumers you can see things like channel stuffing going on which does give an indication of where things are going for a specific company.
 
nicholasphan said:
Worldwide hardware unit sales

PS2: 1.51 million units (decrease of 1.15 mil)
PSP: 3.72 million units (an increase of 1.59 mil)
PS3: 1.56 million units (an increase of 0.86 mil)

Worldwide software unit sales

PS2: 19.3 million units (decrease of 11.8 mil)
PSP: 11.8 million unist (increase of 2.0 mil)
PS3: 22.8 million units (increase of 18.1 mil)
Does this make PSP software abysmal? Would a PSP be attractive if it didn't include the media functions? I attribute the PSP selling due to the media functions, mostly. But, if they were to remove it, would people even have jumped on the bandwagon early?

I guess I'm trying to anticipate where Sony goes with PSP2. Games sales suffer because of the lack of games and the desire to buy a media player, not a game player. Next round, they won't have people jumping on board so early and if they include more media functions, the games will get lost. From there, game sales will suffer and they will be back to square one. How do they get out of this 'inevitability'? It's not really inevitable but it seems like it.
 
AtreyU said:
Yes that is true but when you have the probability of being able to channel stuff, then the whole sales age business using shipped figures does not really paint an accurate picture. When combined with sales to consumers you can see things like channel stuffing going on which does give an indication of where things are going for a specific company.

Thats simply speculation at this point, Microsoft stuffed the channel once in the past and now people use it against them every time their numbers are a lot higher then they want them.
 
gantz85 said:
Nice.

I wonder why so many of us here are able to produce a more convincing and pleasing sales report on the PS3 than Sony ever could. Seriously, I was watching the E3 conference (although June NPD had not been released there yet; and June accounts for most of the difference) and didn't remember anything that informed me that the PS3 was doing this well. Sony, truly well a company where its right hand does not know where the left hand is. Or even where the right hand itself is :lol
When you are in last place and already accused of being arrogant, I would say that last thing they want to do is exaggerate their success. Thankfully you are not running the company ;)
 
I hate it when we get Sony figures. They're usually so far off from what we get from the trackers. :lol It's confusing trying to sort out all this shipped and sold stuff.
 
PistolGrip said:
When you are in last place and already accused of being arrogant, I would say that last thing they want to do is exaggerate their success. Thankfully you are not running the company ;)

I.. I... ... : (
 
harSon said:
It doesn't matter... Sony, Microsoft, and Nintendo make their money when they sell their systems to retail AKA ship.
Yes but people here start making all sorts of weird claims like that one of the guy claiming 360 Europe > PS3 Europe, and also say things like Oh "sony's sneaky numbers again" when all companies report the same way now. It would just help clarify from the beginning.

Jammy said:
I hate it when we get Sony figures. They're usually so far off from what we get from the trackers. :lol It's confusing trying to sort out all this shipped and sold stuff.
See what i mean :(
 
Luckyman said:
PSP and PS2 must be making a shitton of money.

iirc, they must be profiting on PS3 now because several months ago they were saying it costs $400 to make. I'm sure it's less than that now.
 
We shipped 1.3 million Xbox 360 consoles during the fourth quarter of fiscal year 2008, compared with 0.7 million Xbox 360 consoles in the fourth quarter of fiscal year 2007.

What is the difference between MS quarters and Sony's? Cause when I compare that to this, It doesn't make a lot of sense.
 
I've always had this feeling that PS3 will be like the PSP in terms of h/w and s/w sales. Although PS3 hasn't been hacked yet so s/w should be better.

Microsoft seems to have taken most of the core gamers with an early launch.
Nintendo has gotten ... well everyone.

At first glance, Sony doesn't seem to have much of a market to sell to. They can sell to existing Wii/360 users but chances are slim they'd buy the PS3 version over 360/Wii version of games. I doubt there's an untapped market left for them still.

It'll be interesting to see how the rest of the year goes for sure and if the PS3 keeps experiencing any growth in h/w and s/w sales. I always thought PS3 would 'win' this gen because it would the natural upgrade path for 100+ million PS2 users. But Sony seems to have dropped that strategy by removing BC, although they're still claiming that most PS2 users will own a PS3 in the end.
 
Kagari said:
iirc, they must be profiting on PS3 now because several months ago they were saying it costs $400 to make. I'm sure it's less than that now.

If the PS3 business would be in the black.. why are they only making $50M?
 
Luckyman said:
If the PS3 business would be in the black.. why are they only making $50M?

Either that, or the loss is so much less now. No one really knows for sure what the costs are at this time.
 
So glad to see Sony made a profit. No more one console future talk when everybody is making money.
 
what's really important about this quarter is that the PS3 is finally starting to outsell the PS2 both in hardware & software
 
JoshuaJSlone said:
It appears software shipments are split into old-method and new-method reporting as well
It's a bit different situation with SW though since most of it is manufactured by 3rd party publisher orders - so Sony isn't the one estimating retail demand, and warehouse stuffing ultimately comes out of publisher's pocket as well.
 
mckmas8808 said:
So glad to see Sony made a profit. No more one console future talk when everybody is making money.

Haha, the one console future talk doesn't stem from that... it stems from all the systems having the same games :/ Kind of pointless for there to be multiple systems out there if they're all getting the same games anyway, now isn't there? I know competition is good, but this generation is ridiculous.
 
Kagari said:
I know competition is good, but this generation is ridiculous.
Think where we'd have been without it though... especially with regard to the PS3 / 360 this gen.

(Nintendo doesn't care, because it has no competition)
 
Psychotext said:
Think where we'd have been without it though... especially with regard to the PS3 / 360 this gen.

(Nintendo doesn't care, because it has no competition)

If there was one HD console and one waggle non-HD console, that'd be fine too. The two current HD consoles are basically the same right now.
 
Kagari said:
If there was one HD console and one waggle non-HD console
It really wouldn't be though would it? Because they can exist in their own spaces without any meaningful competition. You could pretty much forget about the aggressive price drops and value adding (See Wii).

Anyway... this isn't the thread for it. :D
 
Psychotext said:
It really wouldn't be though would it? Because they can exist in their own spaces without any meaningful competition. You could pretty much forget about the aggressive price drops and value adding (See Wii).

Anyway... this isn't the thread for it. :D

I think he meant it would be a possibility in the market, not that it would be a good thing for the consumer.

And they virtually do now. PS3/360 games are entirely different from Wii versions. Wii can claim exclusivity to titles, while the HD market can claim exclusivity to titles as well.

I think its interesting that in my personal experience, those who bought a X360 early on are getting PS3s now. But those who bought PS3s, they are not getting X360s. And with Wiis its a mixed bag, some get them, some can't, and some stopped playing them so they sell it to those who cant find one. Among my friends/aquaintances anyway.
 
Link316 said:
what's really important about this quarter is that the PS3 is finally starting to outsell the PS2 both in hardware & software

Agree, they finally were able to. I wonder how long it took the ps2 to outsell ps1 in terms of hardware and software.

The next 3 quarters look pretty good as well. They're definitely not in the same position they were in 2006 and 2007.

I wonder if Microsoft's $50 pricedrop will have a huge impact. It might just steal the thunder.
 
RpgN said:
Agree, they finally were able to. I wonder how long it took the ps2 to outsell ps1 in terms of hardware and software.

The next 3 quarters look pretty good as well. They're definitely not in the same position they were in 2006 and 2007.

I wonder if Microsoft's $50 pricedrop will have a huge impact. It might just steal the thunder.

With the 80GB MGS4 bundle out, I wonder.
 
andydumi said:
I think he meant it would be a possibility in the market, not that it would be a good thing for the consumer.

And they virtually do now. PS3/360 games are entirely different from Wii versions. Wii can claim exclusivity to titles, while the HD market can claim exclusivity to titles as well.

I think its interesting that in my personal experience, those who bought a X360 early on are getting PS3s now. But those who bought PS3s, they are not getting X360s. And with Wiis its a mixed bag, some get them, some can't, and some stopped playing them so they sell it to those who cant find one. Among my friends/aquaintances anyway.

The market that has both a 360 and a PS3 but no Wii is very small. The content is just so similar and the price just too large for both of them. Don't expect to see many people at all in the real world with this set-up. Finding PS3s out there is hard enough at the moment, especially if you're of college age.
 
Kagari said:
If there was one HD console and one waggle non-HD console, that'd be fine too. The two current HD consoles are basically the same right now.

hmmm.... not really. looking at the online stuff MS and Sony are doing they are different. And no Halo for the PS3 and no MGS4 for the 360.

And that's not even taking into account the difference with PSN and Arcade games.

They are different enough.
 
RpgN said:
I wonder if Microsoft's $50 pricedrop will have a huge impact. It might just steal the thunder.

My guess is that both companies are interested in just generating profit at this point. MS already made their sku move, my guess is thats it for '08
 
Sony got chumped on JPY hedging, like most of the CEs. Cost them ~$133mn for the quarter.

Looks like they have turned the corner for games. Just a case of trying to stay profitable all the way through to PS4 now, no need to engage in silly strategies to claim first of the losers spot. This doesn't stop a price cut. There will be a price cut this year.

SPE with no breakout blockbuster + consistent hits, saturation in high-end mobiles lead to deterioration in SonyEricsson and LCD price competition for SEL just destroyed the earnings. Sony-BMG is just a turd of a division, the single greatest contributor to profits is Simon Cowell's operation. SCEI posting a tiny profit is almost irrelevant in the grand scheme of things.

Then again SEL might well be sitting on an OLED goldmine.

Now Matsushita did fuck amesome this quarter, the only CE that did, how the hell did they beat year-on-year? Amazing.
 
RpgN said:
Agree, they finally were able to. I wonder how long it took the ps2 to outsell ps1 in terms of hardware and software.
Hardware: Using old-method data, PS2's first quarter, where it was available in Japan for a month. PS1's shipment that quarter: 1.1 million. PS2's shipment that quarter: 1.41 million.

Software: PS2's sixth quarter, ending September 2001. PS1's shipments that quarter: 19 million. PS2's shipments that quarter: 22.7 million.
 
avaya said:
Sony got chumped on JPY hedging, like most of the CEs. Cost them ~$133mn for the quarter.

Looks like they have turned the corner for games. Just a case of trying to stay profitable all the way through to PS4 now, no need to engage in silly strategies to claim first of the losers spot. This doesn't stop a price cut. There will be a price cut this year.

SPE with no breakout blockbuster + consistent hits, saturation in high-end mobiles lead to deterioration in SonyEricsson and LCD price competition for SEL just destroyed the earnings. Sony-BMG is just a turd of a division, the single greatest contributor to profits is Simon Cowell's operation. SCEI posting a tiny profit is almost irrelevant in the grand scheme of things.

Then again SEL might well be sitting on an OLED goldmine.

Now Matsushita did fuck amesome this quarter, the only CE that did, how the hell did they beat year-on-year? Amazing.

As it was said in another newspost I read, Matsushita's earnings went up partly because of their Flat Panel displays. I'm thinking Panasonic plasmas had something to do with it. :D

I have been worried about S-E's strategy for a little while there. They were releasing mid-to-high end phones in a confusing way (ie. similar specs, weird product numbers, unclear offerings). Many of their Cybershot/Walkman phones had little to no differentiation. Xperia looked nice, but quite frankly, those things don't sell as well as compared to other devices.

PS. What's SPE? Sony Pictures?

PPS. Cell phone market seems to be focused on the mid-to-low range lineup these days. Nokia 3500 may not be a hot phone, but wow, the phone has value written all over it.
 
I don't understand why the Plasma's did better than LCD, maybe less competition - afterall Panasonic is the major player in that segment.

SEL should see a nice boost from DSC's and Handycam's for the rest of the year, but then again some of the newer Sony models have been a step back on the sensor front. Might be style over substance there though.

The reason for SPE's YoY performance was and I quote "no Spiderman 3". What critical analysis. I'm sure they'd love a billion dollar guaranteed movie every year. SPE got Hancock. Time-Warner smacked it out of the park again for another year in the theatres. Sony should get serious about buying DreamWorks, Spielberg likes SPE management, Amy Pascal is a very well respected suit.

Looks as though Sony will also buyout Bertelsmann’s stake in Sony-BMG for about $1.2bn, that whole division needs a do-over, I know a lot of the loss was due to restructuring taking place. It should not be losing money. Ever.

As for SonyEricsson they'll live and die by their strategy. Europe really is the major market for them and it's just heavily saturated. I agree, with the downturn people just want simple. It'll be a cycle, when a larger segment has simple phones again the high-end will be the new hotness.

Nokia 6300. I find almost all Nokia's to be deeply ugly, but this phone, this phone, is just so simple, clean and stylish. It’s like the SE T610 of 2007.

PS3 price cut in the autumn.
 
Is the talk of Sony over taking MS in the games market sales speaking in terms of worldwide sales or just the US? The PS3 should be able to easily outsell the 360 worldwide because Japan only supports Japanese game consoles. MS doesn't have that advantage in the US. Europe seems to be a toss up at this point but even then 360 received tons of bad press with hardware issues and Sony still has the better known brand. Despite all of this to see 360 hanging in there and offering unique gaming experiences is still cool to see. Competition really does make this industry exciting. Hopefully no one will be dropping out.

The Dark One
 
avaya said:
I don't understand why the Plasma's did better than LCD, maybe less competition - afterall Panasonic is the major player in that segment.

SEL should see a nice boost from DSC's and Handycam's for the rest of the year, but then again some of the newer Sony models have been a step back on the sensor front. Might be style over substance there though.

The reason for SPE's YoY performance was and I quote "no Spiderman 3". What critical analysis. I'm sure they'd love a billion dollar guaranteed movie every year. SPE got Hancock. Time-Warner smacked it out of the park again for another year in the theatres. Sony should get serious about buying DreamWorks, Spielberg likes SPE management, Amy Pascal is a very well respected suit.

Looks as though Sony will also buyout Bertelsmann’s stake in Sony-BMG for about $1.2bn, that whole division needs a do-over, I know a lot of the loss was due to restructuring taking place. It should not be losing money. Ever.

As for SonyEricsson they'll live and die by their strategy. Europe really is the major market for them and it's just heavily saturated. I agree, with the downturn people just want simple. It'll be a cycle, when a larger segment has simple phones again the high-end will be the new hotness.

Nokia 6300. I find almost all Nokia's to be deeply ugly, but this phone, this phone, is just so simple, clean and stylish. It’s like the SE T610 of 2007.

I was wondering where all the intelligence on this forum went to.


PS3 price cut in the autumn.

Ok, maybe not.
 
avaya said:
I don't understand why the Plasma's did better than LCD, maybe less competition - afterall Panasonic is the major player in that segment.

SEL should see a nice boost from DSC's and Handycam's for the rest of the year, but then again some of the newer Sony models have been a step back on the sensor front. Might be style over substance there though.

There's a very simple reason why: Panasonic plasmas have better panels and image quality over LCDs even if it's at a lower resolution. More people are paying attention to contrast settings and so forth.

The market right now is saturated with cheap 1080p LCDs with cheap displays, so the next choice for quality is the plasma.

The reason for SPE's YoY performance was and I quote "no Spiderman 3". What critical analysis. I'm sure they'd love a billion dollar guaranteed movie every year. SPE got Hancock. Time-Warner smacked it out of the park again for another year in the theatres. Sony should get serious about buying DreamWorks, Spielberg likes SPE management, Amy Pascal is a very well respected suit.

Looks as though Sony will also buyout Bertelsmann’s stake in Sony-BMG for about $1.2bn, that whole division needs a do-over, I know a lot of the loss was due to restructuring taking place. It should not be losing money. Ever.

Personally, I think their entertainment line is where it should be and the big-blockbuster years were just statistical anomalies.

As for SonyEricsson they'll live and die by their strategy. Europe really is the major market for them and it's just heavily saturated. I agree, with the downturn people just want simple. It'll be a cycle, when a larger segment has simple phones again the high-end will be the new hotness.

Nokia 6300. I find almost all Nokia's to be deeply ugly, but this phone, this phone, is just so simple, clean and stylish. It’s like the SE T610 of 2007.

Ugh. SE will be just like their pre-Walkman days then. The Walkman and Cybershot stuff were pretty good for a while, but are now out-competed by most phone companies for both features and design (cost too). They need to hire a few more design engineers and come out with more sleek, sexy, exclusive phones rather than non-differentiated ones.
 
I've been tooting this horn for some time (YoY improvement, that is).

This is particularly impressive for a "third place console," as at this point in a generation most third place consoles are seeing slowly dwindling sales, while the PS3 is doing profoundly better. It's a nearly unprecedented situation, historically, and bodes well for the future.

Sony is likely to keep this up as well in the following quarter, thanks to the significant boost MGS4 gave the system.
 
You know, if PS3 sells quite a bit this generation (say at least 60 million or even *gasp* reaching PS2 numbers) I would think that alot more 3rd party developers would be forced to have CELL-specific programmers and teams. This would pave the way for Sony to have their Playstation 4 be CELL-centric again, although they will do well to do more research on that hardware :lol

Sony's few big bets this generation -

> User generated content (LBP)
> Persistent platform MMO (Home)
> Parallel processing hardware architecture (CELL)
> Large disc-based capacity (Blu-Ray)

If all of them come off I do believe they will have made as significant a contribution to the gaming industry as Wii has done, though in different ways. VERY interested to see what happens with Sony..
 
Opiate said:
I've been tooting this horn for some time (YoY improvement, that is).

This is particularly impressive for a "third place console," as at this point in a generation most third place consoles are seeing slowly dwindling sales, while the PS3 is doing profoundly better. It's a nearly unprecedented situation, historically, and bodes well for the future.

Sony is likely to keep this up as well in the following quarter, thanks to the significant boost MGS4 gave the system.

PS3 isn't comparable to any previous console. This generation isn't comparable to any previous one either.
 
SRG01 said:
There's a very simple reason why: Panasonic plasmas have better panels and image quality over LCDs even if it's at a lower resolution. More people are paying attention to contrast settings and so forth.

The market right now is saturated with cheap 1080p LCDs with cheap displays, so the next choice for quality is the plasma.

That might be a factor but I think it is more margin orientated. Without looking at unit sales I'd hazard a guess that LCD still outsold Plasma but the margin on the Plasma is much better than on LCDs.

I think SPE is fine, but Warner have proved that you can pull off massive movies every year. Sony Pictures has been a very solid box office performer in the 2000s. A remarkable turnaround from the remnants of post-takeover Columbia and when Warner effectively conned them out of Burbank in the 90s culminating in SPE being the sole cause of Sony Group's only full-year loss in 1994.

The main thing though is the home copy revenue, SPE can do much better. Disney and Warner lead the way on this.

Sony-BMG however is a shambles.

As for SonyEricsson, it does look like they are headed backwards in the current environment. However it depends on whether they want to take on Nokia's strongest segment which is low to mid-end. I don't think they really want to. Nothing preventing them cost-wise from doing so. Nokia is in the EU, just like SE. Like you said they just didn't go with the trend in the market. It will take them another 6-12months to bring out new models to counter.

Another thing Nokia is valued at ~$100bn with ~35% marketshare. RIM is ~$70bn with barely 1% marketshare. I laugh at this everytime. But this is for another thread.

Also I do expect PS3 price cut, don't know how much but if they hit 45nm they will cut inline as long as the curve shows the revenue boost exceeds the financial hit. No executive will ever drop hints of a price cut so bringing out quotes from Chubachi, Glasgow or any of the SCEI lot is not an effective counter.
 
avaya said:
The reason for SPE's YoY performance was and I quote "no Spiderman 3". What critical analysis. I'm sure they'd love a billion dollar guaranteed movie every year. SPE got Hancock. Time-Warner smacked it out of the park again for another year in the theatres. Sony should get serious about buying DreamWorks, Spielberg likes SPE management, Amy Pascal is a very well respected suit.

Isn't Quantum of Solace coming out this year? And yes that is a SPE film (well coproduction with MGM but they also own 20% of MGM and the Fox distribution deal does not include Casino Royale 2006 and future Bond films).
 
lupinko said:
Isn't Quantum of Solace coming out this year? And yes that is a SPE film (well coproduction with MGM but they also own 20% of MGM and the Fox distribution deal does not include Casino Royale 2006 and future Bond films).

Bond is at max ~$300mn.
 
avaya said:
Also I do expect PS3 price cut, don't know how much but if they hit 45nm they will cut inline as long as the curve shows the revenue boost exceeds the financial hit. No executive will ever drop hints of a price cut so bringing out quotes from Chubachi, Glasgow or any of the SCEI lot is not an effective counter.

A PS3 price cut is very likely if the momentum is kept up. They can just make up the potential profit by volume.

Then again, we are seeing the $399 core coming out soon, but that's not a real price cut (more like SKU shuffling).
 
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