Silent_Buddha
Legend
They may be alluding to this part ?
Change in Fiscal Year G&NS Revenue : Operating income YoY
- +864.177 billion Yen (+32.3%) : -96.083 billion Yen (-27.8%)
- +388.809 billion Yen (+60.1%) : -48.391 billion Yen (-55.5%)
- Fiscal year may be affected by the Bungie acquisition, but Q4 won't.
- It depends on how Sony accounts for the acquisition.
- They might actually be paying more per PS5 built now in order to increase supply.
- This is likely how we saw such dramatic spike in supply
- Makes me curious if PS5 is now selling at a loss or break even after having sold at a profit for most of it's lifetime.
- Software sales might be down, those represent most of the operating profit generated.
- Inflation and currency exchange rates weren't kind to them over the past year.
- Digital Software and Add-On Content. +98.586 billion Yen (+6.9%) : +39.358 billion Yen (+11.0%)
- Network Services. +55.321 billion Yen (+13.5%) : +14.523 billion Yen (+13.9%)
- Hardware and Others. +710.270 billion Yen (+84.5%) : +334.928 billion Yen (+180.4%)
Regards,
SB