NPD June 2007

I'm guessing this is sarcasm? A 135% (over 2x) increase from a 17% price reduction is ho-hum?
If it's continuous, you have a point, but you'd have to be dreaming to think 135% will hold.

If August sales drop back down to 100K, it's most definately ho-hum.
 
If it's continuous, you have a point, but you'd have to be dreaming to think 135% will hold.

If August sales drop back down to 100K, it's most definately ho-hum.

I would say just as important will game sales pick up. If people are buying it as a blue ray player first and a game console second it would be just as bad. Sony needs to start getting games in the top 20 even top 10 of the NPD. If that does not happen soon the PS3 will get the same rep as the PSP a system that does not sell software.
 
If it's continuous, you have a point, but you'd have to be dreaming to think 135% will hold.
Or that it would apply to all retailer sales. PR of course would put forth their best picture. And in this case they only cited their top five retailers. Nothing wrong with that, just PR people doing their jobs.

If that's the best PR can do, plus this being a 4 week NPD, $499 is still pretty high for a game console, and the software selection is still kinda week, 130k will not surprise me.
 
nintendo sales figures till june
Broken down by region the Wii has so far sold 2.95 million units in Japan, as of the end of June, 3.81 million units in the Americas and 2.51 million units in the rest of the world

vgcharts data
3.18m Japan
3.84m America
2.55m Others

except for japan theyre very close, insider?
 
I would say just as important will game sales pick up. If people are buying it as a blue ray player first and a game console second it would be just as bad.

Well not really since Sony is pushing Blu-ray also and benefits from it, if people were buying it for Linux use or web browsing, then it would be a quite bad situation.
 
That's not bad for Sony's income, but it's bad for the console. If developers see games don't sell on the platform, they won't develop for it. PS3 would become just a BRD player. It won't come to that, but lack of game sales will have a negative impact on the gaming experience of the system.
 
Sony earnings are out. They better have a huge increase in sales ( 1500 % ?!) as they have to sell more than 10 million PS3 next 9 months to reach their own forecast.
 
Sony earnings are out. They better have a huge increase in sales ( 1500 % ?!) as they have to sell more than 10 million PS3 next 9 months to reach their own forecast.

Funny how things go. Now it is theit TVs and cameras that save them, while the games division is loosing them some pretty big money. And indeed, if they intend to ship 11 million consoles till 2008 they will need to start selling more, much much more...
 
And indeed, if they intend to ship 11 million consoles till 2008 they will need to start selling more, much much more...

Well, they didn't seem to have any issues with storing millions of ps3's to meet their spring forecast, so they may do the same again. Though one has to wonder, how much additional warehouse space do they have?

Let's evaluate:

-They no longer produce computer monitors
-They no longer produce CRT displays
-Demand has picked up for their other CE equipment so warehouse storage would be minimal as it is moving pretty consistantly

Seems they may have the additional warehouse space to keep "meeting their shipped targets". Even if sales are well below such targets. :p
 
Running your business like that, increasing your inventory with no real evidence of sales to use up that inventory is a nice way to run your business into the ground and cause a real loss of confidence in the managment of the company by the shareholders.
 
I wonder if that stems from an old, pre-internet mindset, where you can put up a good front so as to not hurt consumer perception. Like they are trying to look as if they are doing nearly as well as Nintendo. Only nowadays anyone, even the mainstream press, can find NPD and Media create data easily.

The "twice as powerful as xbox 360" hype seem to fall into this mindset too. Only now any gaming website that can get both systems and put up comparison videos that let everyone decide for themselves... like gamespot and gametrailers did.
 
I wonder if that stems from an old, pre-internet mindset, where you can put up a good front so as to not hurt consumer perception. Like they are trying to look as if they are doing nearly as well as Nintendo. Only nowadays anyone, even the mainstream press, can find NPD and Media create data easily.

The "twice as powerful as xbox 360" hype seem to fall into this mindset too. Only now any gaming website that can get both systems and put up comparison videos that let everyone decide for themselves... like gamespot and gametrailers did.

Post of the month!

(IMO)

This has been my theory on Sony the past few years. They still think they can fool the majority of people with hype. Problem is, like you said: This isn't the pre-internet age anymore. Every day more and more people are getting access to and using the internet. Thus, hype from media outlets is quickly dispelled and the truth reveled. This leads to most media outlets coming around to the truth rather quickly these days becuase if they don't, they are quickly found to be exactly what they are: frauds.

Lucky for Sony, it seems MS isn't concerned with gunning for domination this gen. Otherwise, Sony would have been in some pretty deep ____.
 
Lucky for Sony, it seems MS isn't concerned with gunning for domination this gen. Otherwise, Sony would have been in some pretty deep ____.

Eh, as anyone here knows, I'm pretty much a MS fanboy. However, Sony is not a push-over. It's not luck that Sony is where they are today. And I won't count Sony out of this gen, yet. The PS3, even though not 2x powerful as 360, but the same or a little more powerful than the 360. Which isn't bad. Now, in regard to the price tag, it's only marginal more expensive, but you get a Bluray player.

The only place where I see Sony really lacking behind MS is the online stuff. However, LIVE wasn't built overnight. Sony will get there...not this year, but maybe the following year or the year after that.

I know, a lot of people wish MS would just lower the price of the 360 by $100 and shut Sony out for this season, but MS isn't in this business of charity. They have invested a lot money, and rather would rather see their investment return sooner than later, because in this industry who knows what's around the corner...IE Nintendo.

[edited: typos]
 
I know, a lot of people wish MS would just lower the price of the 360 by $100 and shut Sony out for this season, but MS isn't in this business of charity.

Agreed on everything you said. But this part needs clarification.

None of these companies are in the charity business, but the model requires losses up front for gaines in the longrun. A pricedrop last spring would not have been charity, it would have been following a price reduction model that is well established. (18months => substantial (~$100) pricedrop)

The fact that they are rumored to be waiting nearly 2 years and offer less than a $100 pricedrop signifies to me, that they are being very shortsighted in their business outlook.

I don't count Sony out this gen either. Especially with this kind of competitive action (or lack thereof).

PS3 isn't a bad product. Only disadvantage is it's significantly higher price (base model comparison to play games) This disadvantage, over time, will dwindle. The opportunity to make the most of this advantage is passing by the day. IMO, MS is content to compete this gen. Problem for them will be nextgen (2010+) when Sony will be able to build on and extend their architecture to create a competitive machine on the cheap that will be difficult (next to impossible) to match, bang for buck.

By ps4 gen, MS will be relegated to roughly the same position they were in with xb1. 2nd tier.
 
Agreed on everything you said. But this part needs clarification.

None of these companies are in the charity business, but the model requires losses up front for gaines in the longrun. A pricedrop last spring would not have been charity, it would have been following a price reduction model that is well established. (18months => substantial (~$100) pricedrop)

The fact that they are rumored to be waiting nearly 2 years and offer less than a $100 pricedrop signifies to me, that they are being very shortsighted in their business outlook.

I don't count Sony out this gen either. Especially with this kind of competitive action (or lack thereof).

PS3 isn't a bad product. Only disadvantage is it's significantly higher price (base model comparison to play games) This disadvantage, over time, will dwindle. The opportunity to make the most of this advantage is passing by the day. IMO, MS is content to compete this gen. Problem for them will be nextgen (2010+) when Sony will be able to build on and extend their architecture to create a competitive machine on the cheap that will be difficult (next to impossible) to match, bang for buck.

By ps4 gen, MS will be relegated to roughly the same position they were in with xb1. 2nd tier.

There is nothing to say the PS3 will automatically inspire comparable sales even if it reaches price parity with the Wii. Once the market picks a winner of the console race there is little the other consoles can do circumvent momentum of the market leader.
 
Running your business like that, increasing your inventory with no real evidence of sales to use up that inventory is a nice way to run your business into the ground and cause a real loss of confidence in the managment of the company by the shareholders.
Seems they realized that the shipped&stored tactic won't fly, so they're butting a bold spin on bad news: Sony Discloses Sluggish PS3 Q1 Sales, Not Shipments.
Sony Corp. announced its first quarter fiscal year 2007 results today, detailing less-than-expected sales of PlayStation 3 consoles at 710,000 units sold worldwide. The disclosure of actual unit sales to retailers and other outlets rather than production shipments marks a policy change for SCEI.

Despite this change, Sony CFO Nobuyuki Oneda said in an analyst conference call that the company's previous estimates of production shipments for PlayStation hardware remain as sales estimates for the fiscal year. The company now predicts it will sell, rather than ship, 11 million PlayStation 3 consoles, 10 million PlayStation 2 consoles, 9 million PSP units, and 250 million software titles worldwide by the end of March 2008.

The low number of PS3 sales for the quarter have increased Sony's inventory of the console to around 2.3 million, up from 1.9 million at the end of the previous quarter, with in-transit inventory estimated at 600,000 units
So, they'll have to sell 160% as many consoles every month for the rest of the fiscal year as they did for the whole first quarter. Bold indeed. Low sales from Sony and into the channel could indicate a lack of confidence in the console by retailers not wanting to be stuck with inventory they can't move.
 
Last edited by a moderator:
Seems they realized that the shipped&stored tactic won't fly, so they're butting a bold spin on bad news: Sony Discloses Sluggish PS3 Q1 Sales, Not Shipments.
So, they'll have to sell 160% as many consoles every month for the rest of the fiscal year as they did for the whole first quarter. Bold indeed.Low sales from Sony and into the channel could indicate a lack of confidence in the console by retailers not wanting to be stuck with inventory they can't move.

More like 300%
 
More like 300%
300%? 480% per month, and 160% [strike]more[/strike] as many per month than they did for the whole first quarter. 9(710K*1,6)+710K~11 million.

Anyway: Those 11 million for fiscal 07 plus whatever they sold in fiscal 06 minus consoles sitting on store shelves at that date should give us their projected installed base per April 1 2008. That's more than Microsoft had at the same point in the 360 life cycle. Which, while still disappointing by pre-launch expectation standards, isn't too bad if they can pull it off.
 
Last edited by a moderator:
Back
Top