latest quarter shipment nums

zed

Legend
I surprised the usual culprits havent posted this already, (looks at data) oh wait ;)
shipmentnums.png


Code:
xb360 1.5 million units,   year ago 1.2.   total = 41.7
ps3   2.4 million units,   year ago 1.1.   total = 38.1
wii   3.04 million units,  year ago 2.23.  total = 73.97
All consoles experienced good growth, so much for the doom and gloom we see with the year on year NPD comparisons
 
I surprised the usual culprits havent posted this already, (looks at data) oh wait ;)
Did I completely miss Microsoft's earnings report? Because I was going to wait for that.

I still have fond memories of the outcries when Sony made their 13M PS3 shipment forecast for the past fiscal year, which they then met of course. Now GAF seems irritated by the new forecast of 15M. But even if the rest of the year tracks just the same as the last, they already have 14.4M in the sack. Plus there's another pre-slim quarter upcoming where this year has a built-in price advantage of 100$. 600k higher should be cake => 15M for the fiscal year is conservative, if anything.
 
What a surprise, we get only the Sony quarterly numbers posted on the forum and they just happen to be good news for Sony :p Sorry, had to counterpoint Zed's OP dig.

Anyways, I figured out why Sony has such gaudy shipment numbers this quarter, they're clearly making up for past shortages, their sales clearly dont equal these numbers in Apr-Jun. But basically it's this:

Jan-March, PS3 NPD=~950k, Japan sales from Media Create ~500k, total 1.45m in USA/Japan, Sony announced ship of 2.2m.

Apr-Jun PS3 NPD=~640k, MC Japan sales=~250k, Total ~900k USA/Japan, Sony announces shipments of 2.4m.

For further fodder, MS Apr-Jun sales USA/Japan=~864k, almost the same as PS3, while they announced ship of just 1.5. Even allowing PS3 selling better in continental EU (but not really UK), something surely doesn't add up to the tune of a 900,000 difference.

So PS3 sales slowed down considerably (550,000 less in USA/Japan, while at least partly supply constrained), while their shipments went up 200,000. Seems pretty obvious Sony was making up for shortages. The other proof was that PS3 NPD jumped back up to 300k in June, which was about it's average in Jan-Mar.

I would expect X360 to make a pretty strong comeback next quarter. It's possible MS could sell nearly 1.5m in the USA alone in July-Aug-Sep (Sep should be very big with Reach, 527k 360's sold in Sep 2007 with Halo 3, and the price is lower now). And obviously the 360 number was around 450k in June. If MS can average 400-500k 360's per month in July/Aug/Sep NPD's, they'll be sitting pretty. Plus we know it's selling very well in UK. Basically I'd expect anywhere from a 2.2-3.0 upcoming quarter for 360, which regardless what PS3 does will be a strong pace.

Btw, I've really been looking for a table of past quarterly hardware shipments through this gen for the big 3 for my own records. While I can probably eventually dig something up on my own with some effort, figured I'd ask here just in case somebody has an easy link.
 
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GAF is more upset by Nintendo posting a loss.

Nintendo have been ignoring the rising Yen for around 2 years. This is the result of it. If Nintendo had been forward like other Japanese companies and told investors that their business is going to suffer from strong JPY it wouldn't have been such a shock. I mean Sony have booked around $1bn in losses because of strong JPY over the last 2 years, while Nintendo posted $10-20m until the most recent filing.

It also wouldn't surprise me if Nintendo had a one off goodwill and inventory write-down, the price-cut for the DS and the introduction of the 3DS probably affected their DS inventory which was valued higher than it should have been.
 
Btw, I've really been looking for a table of past quarterly hardware shipments through this gen for the big 3 for my own records.

Here the last 4,or past 12 months.

——- Q1 — Q2 — Q3 — Q4 — FY — LTD

360: 2.1 — 5.2 — 1.5 — 1.5 — 10.3 —- 41.7

PS3: 3.2 — 6.5 — 2.2 —- 2.4 —14.3 —- 38.1
 
The GAF OP has a pretty good overview:
Parmenides said:
Worldwide Unit Sales (Unit:Million)
Code:
Q1 (April 1 to June 30)

Hardware          PSP       PS2        PS3      

FY 2009           1.3       1.6        1.1         

FY 2010           1.2       1.6        2.4


Software          PSP       PS2        PS3

FY 2009           8.3       8.5        14.8

FY 2010           9.2       3.4        24.8

PS3 Worldwide Unit Sales (Unit:Million)
Code:
Hardware         Q1     Q2     Q3     Q4      FY       LTD

FY 2006          -      -      1.7    1.8     3.5      3.5

FY 2007          0.7    1.3    4.9    2.2     9.1      12.6 

FY 2008          1.6    2.4    4.5    1.6     10.1     22.7

FY 2009          1.1    3.2    6.5    2.2     13.0     35.7

FY 2010          2.4     ?      ?     ?       0.0      38.1

 
Software         Q1     Q2     Q3     Q4      FY       LTD

FY 2006          -      -      5.2    8.1     13.3     13.3

FY 2007          4.7    10.4   26.0   16.8    57.9     71.2  

FY 2008          22.8   21.2   40.8   18.9    103.7    174.9

FY 2009          14.8   23.9   47.6   29.3    115.6    290.5

FY 2010          24.8     ?      ?     ?      00.0     315.3
FY10 Forecasts (Unit:Million)
Code:
Hardware          PSP       PS2       PS3      

                  8.0       6.0       15.0         


Software          PSP+PS2+PS3 = 195.0
 
You have to say that taking into account the fact MS had a years headstart and the launch cost of PS3 was so expensive, to bring the gap to what it it is pretty amazing - in essence MS had a whole year of no competition - PS3 even launched with the all conquering Wii for competiton!
 
You have to say that taking into account the fact MS had a years headstart and the launch cost of PS3 was so expensive, to bring the gap to what it it is pretty amazing - in essence MS had a whole year of no competition - PS3 even launched with the all conquering Wii for competiton!

Except back in late 2005 to probably 2007, almost no one predicted it would take the PS3 practically 4 years to catch up with the 360. Back then a year head start didn't seem no where near unsurmountable for a console that had a 80-100 million console unit advantage over the xbox1 and GC,

Nevertheless, we might see the PS3 build up momentum to the point of catching the Wii in a few years, which was a common prediction up until the PS3 was 1.5-2 years old.
 
You have to say that taking into account the fact MS had a years headstart and the launch cost of PS3 was so expensive, to bring the gap to what it it is pretty amazing - in essence MS had a whole year of no competition - PS3 even launched with the all conquering Wii for competiton!

Or you could look at it as PS3 has 1/3 of the market essentially uncontested (Japan), was riding off the PS2's giant coattails, and should have easily destroyed the 360 within a couple years by all rights :D

In a sense both viewpoints are valid imo.

I'm also ever so slightly beginning to question Sony's ship numbers TBH. If the end user sales trackers aren't reflecting them, there's a problem. I read some posts on Vgchartz in essence that Sony counts shipped as ordered by retail, a different definition than Ms (presumably shipped to retail?). I have no idea how to verify such minutia. But the very possibility of different definitions could throw comparisons into question. Although as long as both definitions only count every console once, it should come out in the wash in the long term.

I know in PS2 era, Sony supposedly counted everything off the assembly line as "shipped". This led to inflated numbers, as apparently there could be double counting, a PS2 might be counted shipped when it came off the line in one quarter, then again when actually shipped in another. Of course again supposedly, Sony switched to the stricter "sold to retail" shipped definition this gen. They even back corrected their past PS2 shipments records to the new practice, again basically all as far as I know from reading forum posts at various times.

I'm sure some people will think it sour grapes, and I'm not ready to question Sony's numbers just yet especially as I think my previous post in this thread explains most of the issues I have with this quarters numbers, but I would like to see some more reasonable numbers in the future, that actually correspond to tracked sales vis a vis the competition a little better. For now I accept the Sony numbers though, especially as for the most part AFAIK they corresponded well to sales in the past (I will look into that).
 
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well back then most didn't know about the release delays - IIRC MS launched earlier than they wanted to launch at the same time as Sony, but then the PS3 hit more delays and MS took advantage of that.

FTR I've always thought they would be 'neck and neck' this gen - Sony dropped the ball so many times tho, delays - then not being a WW release, then the prices, then SIXAXIS (or rather no vibration) - then they launched at the same time as the quickest selling console of all time.

Yet somehow they have managed to actually sell better than the X360 if you aligned the launches...MS must have hoped for more.
 
I read some posts on Vgchartz in essence that Sony counts shipped as ordered by retail, a different definition than Ms (presumably shipped to retail?). I have no idea how to verify such minutia.

Yes, I believe Sonys 'sold' is in a warehouse whereas MS 'sold' in in a shop (i.e. Sonys is more inflated than MSs) however, they have always done it this way AFAIK (this gen anyway) so if they are closing the gap, they are closing the gap (there were shortages of the PS3 slim which sort of back up it's recent sales boost).

Recently the X360S has given MS a massive boost, I suppose a lot of folk will be upgrading - finally an X360 unit that's quiet and has inbuilt wifi is nice - certainly I'm much happier now! :)
 
well back then most didn't know about the release delays - IIRC MS launched earlier than they wanted to launch at the same time as Sony, but then the PS3 hit more delays and MS took advantage of that.

FTR I've always thought they would be 'neck and neck' this gen - Sony dropped the ball so many times tho, delays - then not being a WW release, then the prices, then SIXAXIS (or rather no vibration) - then they launched at the same time as the quickest selling console of all time.

Yet somehow they have managed to actually sell better than the X360 if you aligned the launches...MS must have hoped for more.

Ehh, OTOH 360 has made huge inroads in Europe, and will end up selling double or more Xbox everywhere.

I'd say they are neck and neck this gen. Accepting the shipped numbers, Microsoft is still currently ahead by 3.6m units. On July 30 2010. Even if Sony keeps gobbling up the gap, you wont see them overtake until 2011.

And dont forget the Japan factor. When you say PS3 has sold better with aligned launches, really most or all of the difference will be down to Japan.

Personally I didn't see much hope MS could beat Sony this gen simply because of that Japan factor, the numbers didn't work out. However what happened is, Japan shrunk a lot as a console market, and the 360 beating PS3 actually became a plausible outcome imo.

But anyways Sony is not ahead yet, dont count your chickens before they hatch. I expect in 3 months the tide will have turned a little bit regarding ship numbers that quarter. With Slim and Reach and probably Kinect, MS will be shipping 360's hand over fist for a few months.
 
Yes, I believe Sonys 'sold' is in a warehouse whereas MS 'sold' in in a shop (i.e. Sonys is more inflated than MSs) however, they have always done it this way AFAIK (this gen anyway) so if they are closing the gap, they are closing the gap (there were shortages of the PS3 slim which sort of back up it's recent sales boost).

Recently the X360S has given MS a massive boost, I suppose a lot of folk will be upgrading - finally an X360 unit that's quiet and has inbuilt wifi is nice - certainly I'm much happier now! :)

Well I suppose short term shipment "inflation" doesn't really matter, what matters is that both methods only count each box once? That's the key, and what I'd like to be certain of.
 
well back then most didn't know about the release delays - IIRC MS launched earlier than they wanted to launch at the same time as Sony, but then the PS3 hit more delays and MS took advantage of that.

FTR I've always thought they would be 'neck and neck' this gen - Sony dropped the ball so many times tho, delays - then not being a WW release, then the prices, then SIXAXIS (or rather no vibration) - then they launched at the same time as the quickest selling console of all time.

Yet somehow they have managed to actually sell better than the X360 if you aligned the launches...MS must have hoped for more.

The sentiment that the PS3 would surpass the 360 in sales in a fairly easy fashion lasted well beyond the launch of the PS3. It took over a year after the PS3 launch for analysts to stop readily predicting that the PS3 would eventually catch the Wii. Even when the PS3 sold at its worst (the first year) that sentiment held with the thought that as soon as the PS3 came down in price that the PS3 would catapult the 360 in sales in short order. Practically no one held the opinion that NPD would continually show the 360 consistently producing better sales even with price parity. Even those of us who were the most optimistic of the 360 held on the belief that the 360 had to hold a price advantage to have a chance of competing against the PS3 even in the US.
 
The sentiment that the PS3 would surpass the 360 in sales in a fairly easy fashion lasted well beyond the launch of the PS3. It took over a year after the PS3 launch for analysts to stop readily predicting that the PS3 would eventually catch the Wii. Even when the PS3 sold at its worst (the first year) that sentiment held with the thought that as soon as the PS3 came down in price that the PS3 would catapult the 360 in sales in short order. Practically no one held the opinion that NPD would continually show the 360 consistently producing better sales even with price parity. Even those of us who were the most optimistic of the 360 held on the belief that the 360 had to hold a price advantage to have a chance of competing against the PS3 even in the US.

I'm obviously in the wrong Job, I also had XB1 pipping GC to 2nd place way behind the PS2...how many predicted that!?
 
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