Sony Posts its numbers

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eastmen

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** Sony's fiscal year starts on April 1st

- Sony Corporation announced its consolidated results for the second quarter of the fiscal year ending March 31,2011 (July 1,2010 to September 30,2010)

- Sony Corporation posted operating income of $827 million;the company reported net income of $375 million

- For the current fiscal year ending March 31, 2011, Sony expects to sell 15 million PS3s, 8 million PSPs and 6 million PS2s

PSP Worldwide Unit Sales/Production Shipments (Unit:Million)

Code:
Hardware Sales Ap-Jn Jl-Sp Oc-Dc Ja-Mr FY LTD

FY 2006/07 1.4 2.0 4.7 1.5 9.6 9.6

FY 2007/08 2.1 2.5 5.7 3.5 13.8 23.4

FY 2008/09 3.7 3.2 5.1 2.1 14.1 37.5

FY 2009/10 1.3 3.0 4.2 1.4 9.9 47.4

FY 2010/11 1.2 1.5 - - 2.7 50.1

March 31,2006 Cumulative Production Shipments of Hardware 17.03

LTD Hardware Unit Sales + Cumulative Production Shipments 67.13



Software Sales Ap-Jn Jl-Sp Oc-Dc Ja-Mr FY LTD

FY 2006/07 9.2 13.2 21.2 11.1 54.7 54.7

FY 2007/08 9.8 12.6 18.3 14.8 55.5 110.2

FY 2008/09 11.8 11.8 15.5 11.2 50.3 160.5

FY 2009/10 8.3 13.0 15.0 8.1 44.4 204.9

FY 2010/11 9.2 11.0 - - 20.2 225.1

March 31,2006 Cumulative Production Shipments of Software 47.3

LTD Software Unit Sales + Cumulative Production Shipments 272.4

PS2 Worldwide Unit Sales/Production Shipments (Unit:Million)

Code:
Hardware Sales Ap-Jn Jl-Sp Oc-Dc Ja-Mr FY LTD

FY 2006/07 2.3 3.4 6.7 2.4 14.8 14.8

FY 2007/08 2.7 3.2 5.4 2.4 13.7 28.5

FY 2008/09 1.5 2.5 2.5 1.4 7.9 36.4

FY 2009/10 1.6 1.9 2.1 1.7 7.3 43.7

FY 2010/11 1.6 1.5 - - 3.1 46.8

March 31,2006 Cumulative Production Shipments of Hardware 103.69

LTD Hardware Unit Sales + Cumulative Production Shipments 150.49



Software Sales Ap-Jn Jl-Sp Oc-Dc Ja-Mr FY LTD

FY 2006/07 32.7 47.2 78.6 35.0 193.5 193.5

FY 2007/08 31.1 38.0 60.9 24.0 154.0 347.5

FY 2008/09 19.3 23.2 29.7 11.3 83.5 431.0

FY 2009/10 8.5 11.4 11.2 4.6 35.7 466.7

FY 2010/11 3.4 5.6 - - 9.0 475.7

March 31,2006 Cumulative Production Shipments of Software 1047.0

LTD Software Unit Sales + Cumulative Production Shipments 1522.7PS3 Worldwide Unit Sales (Unit:Million)

Code:
Hardware Sales Ap-Jn Jl-Sp Oc-Dc Ja-Mr FY LTD

FY 2006/07 - - 1.7 1.8 3.5 3.5

FY 2007/08 0.7 1.3 4.9 2.2 9.1 12.6

FY 2008/09 1.6 2.4 4.5 1.6 10.1 22.7

FY 2009/10 1.1 3.2 6.5 2.2 13.0 35.7

FY 2010/11 2.4 3.5 - - 5.9 41.6


Software Sales Ap-Jn Jl-Sp Oc-Dc Ja-Mr FY LTD

FY 2006/07 - - 5.2 8.1 13.3 13.3

FY 2007/08 4.7 10.4 26.0 16.8 57.9 71.2

FY 2008/09 22.8 21.2 40.8 18.9 103.7 174.9

FY 2009/10 14.8 23.9 47.6 29.3 115.6 290.5

FY 2010/11 24.8 35.3 - - 60.1 350.6Worldwide Hardware Unit Sales (Unit:Million)

Code:
Sony's Fiscal Year 2010/11

Hardware Ap-Jn Jl-Sp Oc-Dc Ja-Mr Sony FY

PS3 2.4 3.5 - - 5.9

Wii 3.04 1.93 - - 4.97

360 1.5 2.8 - - 4.3

PS2 1.6 1.5 - - 3.1


Year 2010

Hardware Ja-Mr Ap-Jn Jl-Sp Oc-Dc 2010

Wii 3.48 3.04 1.93 - 8.45

PS3 2.2 2.4 3.5 - 8.1

360 1.5 1.5 2.8 - 5.8

PS2 1.7 1.6 1.5 - 4.8


http://www.sony.net/SonyInfo/IR/financial/fr/10q2_sony.pdf

I'm not sure but it seems like a lot of ps3s were shipped for the numbers we see in media create and npd. Its good to see sony is posting a profit but it makes buy out rumors a little easier to understand

got the info from neogaf !
 
I'm not sure but it seems like a lot of ps3s were shipped for the numbers we see in media create and npd. Its good to see sony is posting a profit but it makes buy out rumors a little easier to understand

got the info from neogaf !



Exactly!

I'm going to crunch a bunch of numbers, but I have a lot of evidence, and these PS3 shipped numbers just dont seem to make sense at all. Maybe somebody can help me with this.
I never had a problem with Sony's shipped numbers before, but the last two straight quarters really just dont seem explainable.

More bothersome is that Sony puts out a PS3 hardware FY forecast, and we knew they had to put out a high number this quarter to make that forecast, and what do you know, they do. Why is it I can always predict Sony's total by their forecast? Does that really meet the definition of forecast when it seems they cant possibly miss it? They put out exactly the number they needed two quarters ago to hit that FY forecast. Exactly. And a couple years ago, they definitely shuffled some shipments from the prior fiscal year to the then current, to hit the forecast. They back changed all their numbers, the total added up the same, but they moved some from prior FY to then-current. I distinctly remember this, even if I dont have links or proof anymore, I know for a fact it happened, VGchartz covered it. That was pretty shady and says a lot about Sony's drive to hit these targets.

Well there's no question then at this rate, legitimate or not, they're going to overtake 360 WW then. I mean if they just put out these funny numbers, there's no sense disputing it. 360 currently is 2.9m ahead.

To make the 15m FY forecast, Sony is still going to have to go some, needing 9.1 million over the next two quarters, but of course we know they will make it, there doesnt seem to be any question about that.

Anyways I am going to crunch some numbers and make my case, in various ways.
 
Here's the simplest way to make the case:

NPD+(~)Japan recorded sales J-S 2010 quarter:reported ship total

360 1342k : 2800k

PS3 1072k : 3500k

Wii 994k : 1930k

Percent of USA+Japan sales to ship: 360: 48%, Wii: 52% PS3 31%

Which one is the outlier?

For these numbers to make sense we have to believe Europe is relatively just as anti-Wii as they are anti-360. Which boggles credibility. Nintendo has never had a problem in Europe.

Here's more, Nintendo just came out with it's numbers, here's the hardware breakdown they give for region (units in 10k)

1st Q DS: Americas 126 Other 144 Japan 45, 2nd Q DS: Americas 127 Other 157 Japan 69
1st Q Wii: Americas 180 Other 105 Japan 19 2nd Q Wii: Americas 71 Other 96 Japan 26

What about that suggests that Europe/others (everywhere else in the world, apparently) is such an overwhelmingly large region as it must be for Sony?

For Ps2, according to wiki

In Europe, the PS2 has sold 48 million units as of May 6, 2008 according to Sony Computer Entertainment Europe.[27] In North America, the PS2 has sold 50 million units as of December 2008.[26] In Japan, the PS2 has sold 21,454,325 units as of October 1, 2008

But we are to believe this gen, it is 2-1 in favor of Europe for PS3?

Either PS3 is really killing it in Europe, or it's becoming apparent to me Sony does not use the same counting method as the other companies.
 
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Are you angry about ps3 doing well or something? Both companies posted shipped numbers for q2. Ps3 is less than 3m behind 360, deal with it :D
 
Exactly!

I'm going to crunch a bunch of numbers, but I have a lot of evidence, and these PS3 shipped numbers just dont seem to make sense at all. Maybe somebody can help me with this.
I never had a problem with Sony's shipped numbers before, but the last two straight quarters really just dont seem explainable.
3.5 dead on like I predicted + was closeser with my xb360 num's my 2.5 vs your 2.2 (num was 2.8)
my wii was way off though I thought 3.0!!!! what a fail!
yes raners I know u think its a conspiracy cause all u see is the NPD numbers but hey! its not, unless u are xxx and the world is against u
 
Are you angry about ps3 doing well or something? Both companies posted shipped numbers for q2. Ps3 is less than 3m behind 360, deal with it :D

Sure if you consider first with a bullet to third place well.

But the reality is that with npd gone these companys are free to make whatever they want up. If next quater MS says they shipped 15m xbox 360s and they sold 55m world wide so far ... do we believe them ? Or do we say hey something is funny as it doesn't add up to the numbers we got form npd /media create .... the bulk of those must be sitting in a warehouse some where.

I mean the other companys have already poked at sony for thier move numbers
 
3.5 dead on like I predicted + was closeser with my xb360 num's my 2.5 vs your 2.2 (num was 2.8)
my wii was way off though I thought 3.0!!!! what a fail!
yes raners I know u think its a conspiracy cause all u see is the NPD numbers but hey! its not, unless u are xxx and the world is against u

You predicted 3.5 because you knew that was the number Sony needed to make it's FY forecast, not because it was based on any sales. I know that as well as you do.

And I've come to see, yes you are right, Sony will always give the number they need to make the forecast. I was hoping maybe they would actually under perform, like the number Nintendo gave, and restore my faith in their numbers. Instead they give another inflated number, just like last time.

Wii, PS3 Japan+America sales last quarter, <100,000 difference, Wii, PS3 shipments, 1.57 million difference. PS3 apparently outselling Wii by >500k per month somewhere besides USA and Japan.

I will give you Sony's next Q ship number now: ~6.7. Call me Crescin. Or maybe I can just look at the tables same as you can and see what they need to ship each quarter to hit 15.0. They are currently 400k off the pace. So I think they will +200k last years numbers each of the next two Q's. Giving us 6.7 and 2.4.
 
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The fact people aren't allowed to lie about financials doesn't prevent it from happening, and when these people get found out they get prosecuted. Not saying either way regards these numbers, only showing your argument isn't a sound one to base absolute faith in the numbers.
 
The fact people aren't allowed to lie about financials doesn't prevent it from happening, and when these people get found out they get prosecuted. Not saying either way regards these numbers, only showing your argument isn't a sound one to base absolute faith in the numbers.

I was also recently told that ship numbers arent required anyway, unlike other aspects of financials. They are only something the companies voluntarily choose to give out.

Whatever, I wont belabor it.
 
If they lied about their Q2 2010 figures, then the Q2 2009 figures have to be bogus too, otherwise it doesn't make sense.

EDIT: I expect that the Move bundles Sony shipped to retail will be in Q2, but the Kinect bundles in Q3 for Microsoft. So I'm predicting a reversal of fortunes for Q3. Once Kinect is out, the Wii could start to take an even bigger hit, particularly in the US.

It would be interesting to know more about Europe though, as except for the Slim launch month (not even sure if it was both) it was clear that the PS3 was outselling the 360 in Europe pretty significantly.

Besides that, Sony is still far behind the 360 in terms of software sales as far as I can tell.
 
If they could like so blatantly obvious I wonder how could they get away so easily from the auditors. That makes me doubt that the numbers are so "touched up"
 
If they could like so blatantly obvious I wonder how could they get away so easily from the auditors. That makes me doubt that the numbers are so "touched up"

and what's the point, this reports aren't for internet fanboys.
 
If they could like so blatantly obvious I wonder how could they get away so easily from the auditors. That makes me doubt that the numbers are so "touched up"

Here is the more obvious point. If these people believe the very numbers from Sony's sales could be fudged; what's stopping the most heavily sued, for dishonest practices company, from doing it too? To believe one company could/has do(ne) it is to believe ALL companies could/have do(ne) it. Well, if you are looking at this from a fair viewpoint. :)
 
Here is the more obvious point. If these people believe the very numbers from Sony's sales could be fudged; what's stopping the most heavily sued, for dishonest practices company, from doing it too? To believe one company could/has do(ne) it is to believe ALL companies could/have do(ne) it. Well, if you are looking at this from a fair viewpoint. :)

Thats very true. From experience there is not a single one that wouldnt want to at least to touch a few numbers here and there if they could. And if there is a legitimate way to lay their hand on some areas to present a more positive picture they will do it if they havent already done it.

Some want their bonuses and they want to attract investors by creating a more positive climate even if its not 100% truthful
 
Exactly!

I'm going to crunch a bunch of numbers, but I have a lot of evidence, and these PS3 shipped numbers just dont seem to make sense at all. Maybe somebody can help me with this.
I never had a problem with Sony's shipped numbers before, but the last two straight quarters really just dont seem explainable.

More bothersome is that Sony puts out a PS3 hardware FY forecast, and we knew they had to put out a high number this quarter to make that forecast, and what do you know, they do. Why is it I can always predict Sony's total by their forecast? Does that really meet the definition of forecast when it seems they cant possibly miss it? They put out exactly the number they needed two quarters ago to hit that FY forecast. Exactly. And a couple years ago, they definitely shuffled some shipments from the prior fiscal year to the then current, to hit the forecast. They back changed all their numbers, the total added up the same, but they moved some from prior FY to then-current. I distinctly remember this, even if I dont have links or proof anymore, I know for a fact it happened, VGchartz covered it. That was pretty shady and says a lot about Sony's drive to hit these targets.

Well there's no question then at this rate, legitimate or not, they're going to overtake 360 WW then. I mean if they just put out these funny numbers, there's no sense disputing it. 360 currently is 2.9m ahead.

To make the 15m FY forecast, Sony is still going to have to go some, needing 9.1 million over the next two quarters, but of course we know they will make it, there doesnt seem to be any question about that.

Anyways I am going to crunch some numbers and make my case, in various ways.

You are not mistaken, xbd, may have even covered it in a previous SNE earnings breakdown but it was years ago, first FY I believe.

EDIT: I'm at a loss as to why mentioning these things the people who clearly don't follow financials get so riled. We know sold-through for two majors and Nintendo has posted charts each quarter and especially after the tracking company mergers. Nintendo's weekly numbers definitely suggest that the PS3, 360, and Wii are much closer in "Europe" than many seem to believe for this current CALENDAR year.
 
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Here's the simplest way to make the case:

NPD+(~)Japan recorded sales J-S 2010 quarter:reported ship total

360 1342k : 2800k

PS3 1072k : 3500k

Wii 994k : 1930k

Percent of USA+Japan sales to ship: 360: 48%, Wii: 52% PS3 31%

Which one is the outlier?

Ignoring Japan for the moment, let's just look at total NPD for the 3 consoles vs current global LTD sales as reported in official figures.

360 NPD 21,835,890
360 LTD 44,600,000
Sales NA 49%

PS3 NPD 13,653,400
PS3 LTD 41,200,000
Sales NA 33%

Wii NPD 30,156,900
Wii LTD 75,900,000
Sales NA 40%

Now I appreciate that I don't have the Japan figures in there, but also remember these are LTD figures and the PS3 (and Wii) launched 18 months after the 360 in the regions outside Japan and North America. But overall, those historical figures show that the PS3 NA sales only account for 1/3 of the total LTD, which also shows that the latest quarter shipment figures for the PS3 aren't outside the realm of what went before. Europe is, after all, Sonyland (with the exception of the UK).
 
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