Q3 is Christmas.
All purpose sales and sales rumors/anecdotes thread next gen+
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Silent_Buddha
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Going to take a look at it in the Sony thread. But it's interesting that Q4 ending 2015, 2.4 million PS4, is lower than Q4 ending 2014, 3.0 million PS4. Probably just minor blip, but wasn't expecting that. They did ship a lot more for Q3 YoY, however. A little bit of over-shipment perhaps during the Holiday Quarter? Or just nothing people wanted to buy in Q4?
Regards,
SB
Regards,
SB
Silent_Buddha
Legend
Looking at it. As of Jan 01, 2015, PS4 had shipped 19.9 million units but sold through 18.5 million. So 1.4 million in the channel. Doesn't seem so bad. So likely just not as much demand. Perhaps because Q4 last year was still filling demand from the supply limited Q3.
Regards,
SB
Regards,
SB
/London-boy
Q3 is holiday quarter [Oct-Dec]. Q4 is Jan-March, which is always lowest quarter for sales.
Q3 is holiday quarter [Oct-Dec]. Q4 is Jan-March, which is always lowest quarter for sales.
I expected that. PS4 was heavily supply contstrained after its launch and Sony shipped everything they could in calendar Q1 and Q2 of 2014.
Yeah, same reason X1 was down a bit YoY I guess. Not shipping into launch aftermath demand (regardless of sales during that period, as there's also inventory catch-up).
Shipments also just tend to vary, and are not 1:1 with sales over the same period. Anything from 2.4 to 3.6 PS3+PS4 for Sony wouldn't have shocked me.
What do exactly Software and Network stand for? Hard to draw a line nowadays except if those stand for 100% retail and 100% digital, do they?
In FY13 Software sold ~93% more than Network. In FY14 the same ratio is at only ~31% (while both numbers are up YoY).
EDIT: I would guess network could be PS+ subscriptions but those contain digital (even if rented) games...so still software in a way.
In FY13 Software sold ~93% more than Network. In FY14 the same ratio is at only ~31% (while both numbers are up YoY).
EDIT: I would guess network could be PS+ subscriptions but those contain digital (even if rented) games...so still software in a way.
Software would be Sony games and Network probably PS+.
Prophecy2k
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Deleted member 86764
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Would it not include Sony TV film rentals? I've a Sony Smart TV and often rent films straight from it.
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Deleted member 11852
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Why do Sony confound us with these mysteries!?! If only somebody looked at the report which reads:
- Software (Sales) includes sales of packaged software and networked software in the G&NS segment.
- Network (Sales) is total amount of network sales to external customers in G&NS segment.
As with every other quarter, almost all of the analysis I've seen is poor with no accounting of the mid-year pivot point where the Sony's finances began to turnaround as reported in Q3. The most interesting figures are for Q4 in isolation but nobody it seems has bothered to calculate and publish Q4 figures (easily doable from this consolidated statement and Q1, Q2 and Q3 reports) to bother to see if the turnaround/upwards trends continued.
Everybody is just taking the year as a whole which is obviously dragged down by the baggage of Q1 and Q2
Silent_Buddha
Legend
As with every other quarter, almost all of the analysis I've seen is poor with no accounting of the mid-year pivot point where the Sony's finances began to turnaround as reported in Q3. The most interesting figures are for Q4 in isolation but nobody it seems has bothered to calculate and publish Q4 figures (easily doable from this consolidated statement and Q1, Q2 and Q3 reports) to bother to see if the turnaround/upwards trends continued.
Everybody is just taking the year as a whole which is obviously dragged down by the baggage of Q1 and Q2
I did a little bit previously, but only for the really troubled division (MC). Mostly I just looked at Q4 YoY with isolated Q3 vs Q4. Financial analysts will certainly look more in depth into those things (but only reveal/discuss them with paying customers), but you can't expecting gaming sites and news portals to do as comprehensive a job.
Regards,
SB
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Deleted member 11852
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I have long given up expecting gaming journalists to be able to demonstrate basic math skills. And in the case of financial reports, basic reading skills
There's 4 quarters now where MS combined X1+X360 shipments. If we assume X360 shipped the same as PS3 for all those quarters, we come up that X1 would have shipped 13.7 million at the end of March.
In the last 4 quarters PS3 has shipped 800k, 800k, 1.1 million, and 400k.
For those same quarters Xbox combined has gone 1.1, 2.4, 6.6, 1.6.
Assume 360 shipments=PS3 shipments and subtract them out you get leftover for X1 300k, 1.6m, 5.5m, and 1.2m. = 8.6. Plus the two previous quarters known where X1 was 3.9 and 1.2,=13.7
Edit: It also works out almost exactly with the standard for Xbox that worldwide shipments~2X NPD sales. I have X1 at 6846k NPD through March, or ~6.85 million. Times two=13.7 on the dot!
On the flip side, 8.6 million over the past calender year to March for X1 shipments is not very impressive (compare to 14.8 for PS4, and it seemed like 360 shipped 10m+ per year in it's sleep). But I'd argue that makes the 13.7 LTD number all the more reasonable.
In the end it's still simply a guess, but I like the method so much I'll probably use it for my guesstimates often going forward.
Bit higher than all the GAF X1 guesstimates but hard to argue the methodology isn't reasonable (unless suddenly people think 360 must be selling way better than PS3 worldwide )
In the last 4 quarters PS3 has shipped 800k, 800k, 1.1 million, and 400k.
For those same quarters Xbox combined has gone 1.1, 2.4, 6.6, 1.6.
Assume 360 shipments=PS3 shipments and subtract them out you get leftover for X1 300k, 1.6m, 5.5m, and 1.2m. = 8.6. Plus the two previous quarters known where X1 was 3.9 and 1.2,=13.7
Edit: It also works out almost exactly with the standard for Xbox that worldwide shipments~2X NPD sales. I have X1 at 6846k NPD through March, or ~6.85 million. Times two=13.7 on the dot!
On the flip side, 8.6 million over the past calender year to March for X1 shipments is not very impressive (compare to 14.8 for PS4, and it seemed like 360 shipped 10m+ per year in it's sleep). But I'd argue that makes the 13.7 LTD number all the more reasonable.
In the end it's still simply a guess, but I like the method so much I'll probably use it for my guesstimates often going forward.
Bit higher than all the GAF X1 guesstimates but hard to argue the methodology isn't reasonable (unless suddenly people think 360 must be selling way better than PS3 worldwide
)
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Wasn't the 360 performing way better than the PS3 since PS4/One launch? I remember to have read some reports that said that Sony wasn't too happy with the sales of the PS3, apparently decreasing more rapidly than expected.
edit: http://www.gamespot.com/articles/ps...-sales-see-significant-decrease/1100-6417559/
edit: http://www.gamespot.com/articles/ps...-sales-see-significant-decrease/1100-6417559/
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360 is very likely ahead of PS3 in worldwide lifetime sales with no question then if that's the case (since they were very close before). But that seems very controversial to say whenever it's brought up.
I'll have to go look but yeah, 360 was a little ahead of PS3 last two quarters we saw. I just wouldn't expect it to be a lot in any case. It's a rough guesstimate for sure, but I'm fairly certain it's going to be reasonably accurate.
If 360 was ahead of PS3 for the last 6 quarters, given the timing of the respective 80 million announcements, it literally has to be in the WW LTD lead (since those announcements were in late 2013 and MS beat Sony by ~1 month)
Arghh I dunno, I'll look at it tmrw Anyways for the two quarters we got split apart 360 numbers after PS4 came out, we had 3.3 and .7 PS4, vs 3.5 and .8 360, so a slim edge to 360. I'm comfortable saying they're close.
Plus as I said another way is to just assume Xbox worldwide shipments ~2X NPD sales. This held for the entirety of 360 sales. (It's over 3X for Playstation) and that acts as a good check here I think. This can fluctuate a lot for a given quarter, but should in general hold for the long term. And I see no reason the ratio would decline for X1, even though it's market share everywhere did, the market share should decline proportionately everywhere. In total sales X1 has head a steady lead on 360 so far. If we go by calender years:
360 2005 shipments= 1.5 million
X1 2013 shipments=3.9 million (of course less supply constrained)
360 2006 calender year shipments=8.9
Then, Using the 360=PS3 method
X1 2014 calender shipments= 8.6
So yes using that guesstimate method it seems X1 shipped a little less it's second calender year than 360. But still would have the LTD lead.
Going by Microsoft fiscal years rather than calender years will look better though, something like 5.4 vs 5.0 in the first fiscal, and then will win the 2nd fiscal quite handily. 360 had some really bad ship quarters in 2006.
I'll have to go look but yeah, 360 was a little ahead of PS3 last two quarters we saw. I just wouldn't expect it to be a lot in any case. It's a rough guesstimate for sure, but I'm fairly certain it's going to be reasonably accurate.
If 360 was ahead of PS3 for the last 6 quarters, given the timing of the respective 80 million announcements, it literally has to be in the WW LTD lead (since those announcements were in late 2013 and MS beat Sony by ~1 month)
Arghh I dunno, I'll look at it tmrw
Anyways for the two quarters we got split apart 360 numbers after PS4 came out, we had 3.3 and .7 PS4, vs 3.5 and .8 360, so a slim edge to 360. I'm comfortable saying they're close.Plus as I said another way is to just assume Xbox worldwide shipments ~2X NPD sales. This held for the entirety of 360 sales. (It's over 3X for Playstation) and that acts as a good check here I think. This can fluctuate a lot for a given quarter, but should in general hold for the long term. And I see no reason the ratio would decline for X1, even though it's market share everywhere did, the market share should decline proportionately everywhere. In total sales X1 has head a steady lead on 360 so far. If we go by calender years:
360 2005 shipments= 1.5 million
X1 2013 shipments=3.9 million (of course less supply constrained)
360 2006 calender year shipments=8.9
Then, Using the 360=PS3 method
X1 2014 calender shipments= 8.6
So yes using that guesstimate method it seems X1 shipped a little less it's second calender year than 360. But still would have the LTD lead.
Going by Microsoft fiscal years rather than calender years will look better though, something like 5.4 vs 5.0 in the first fiscal, and then will win the 2nd fiscal quite handily. 360 had some really bad ship quarters in 2006.
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what kind of network sales and who are the external customers?Why do Sony confound us with these mysteries!?! If only somebody looked at the report which reads:
I'll let it slide though cos you can count pixels
- Software (Sales) includes sales of packaged software and networked software in the G&NS segment.
- Network (Sales) is total amount of network sales to external customers in G&NS segment.
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