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https://www.sony.com/en/SonyInfo/IR/library/presen/er/
Sources
Financial Statements - https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q3_sony.pdf
Presentation - https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q3_sonypre.pdf
Supplemental Information - https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q3_supplement.pdf
Sources
Financial Statements - https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q3_sony.pdf
Presentation - https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q3_sonypre.pdf
Supplemental Information - https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q3_supplement.pdf
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PlayStation 5 has shipped 32.1 million units worldwide(Didn't they also give the sold out before that?, anyway)
46.4 million PlayStation Plus(-1.6M)
Software combined sold 86.5(-6.2M)
First-party software sold 20.8(+9.5M)
PlayStation Network monthly active users hit 112 million(+1M)(maybe record?)
12.8M shipped. Reaching the 18 million goal is very hard to come by. Now that the console accessible, we will maybe see if there is so much accumulated demand.
the total software number continues to decrease despite the fact that more consoles are sold compared to last year.
46.4 million PlayStation Plus(-1.6M)
Software combined sold 86.5(-6.2M)
First-party software sold 20.8(+9.5M)
PlayStation Network monthly active users hit 112 million(+1M)(maybe record?)
12.8M shipped. Reaching the 18 million goal is very hard to come by. Now that the console accessible, we will maybe see if there is so much accumulated demand.
the total software number continues to decrease despite the fact that more consoles are sold compared to last year.
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Massive jump in first party sales, which we got a sneak peak of via SSM earlier today. I don't think 112 is their record, coulda sworn its hit in the one-teens previously, but I could be confusing something else with MAU.
They will go way past 15 million since there's actual availability for people to buy PS5s. To reach 15 million they only need 2.2 million in Q4. That would be a huge, colossal disappointment if it only sells that many.
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Can someone compare the last q3 with these q3 games?
I think it is probably shows that it is affected by the economy.
FIFA 23 is bigger than 22. First party is bigger than 2021. More consoles sold. minus Call of Duty
I don't remember the rest of the third parties
I think it is probably shows that it is affected by the economy.
FIFA 23 is bigger than 22. First party is bigger than 2021. More consoles sold. minus Call of Duty
I don't remember the rest of the third parties
Full year shipments
PS4 2016: 19.5M
PS4 2017: 19.4M
PS5 would have to do crazy stuff like 22M shipments the next two year to catch it.
There's still a lot of unfulfilled demand in EU at least which got the short end of the stick in terms of stock for these past years.
What was the PS4 peak in Q4 for shipments? Did they ever reach 4M?
What was the PS4 peak in Q4 for shipments? Did they ever reach 4M?
3.1M in 2014. Every other year was sub 3M
Maybe but these are the months that people traditionally cry into their credit card statements. Demand is usually depressed.
GTA6 is crazy stuff. I expect unprecedented numbers when that game comes out.
Thanks.
Expecting PS5 to beat that number given the circumstances. They won't reach their FY goal though.
They could push to 4.2m for Q4 2022, because of PSVR2 launch’s and unmet demand.
But, it will be seen.
But, it will be seen.
It’s been heavily supply constrained. This past holiday quarter some parts of the world felt that lift but others still didn’t. The last quarter of the fiscal year should be when the constraints are gone.
Will they ship 5.2 million in this coming last quarter to meet their target? I’m not so sure but could happen if every month is a banger.
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Jan-march quarter is usually second biggest quarter for actual sell trough (tax returns in US + winter overall that boosts demand). if you have weak Q4 shipments it means you stuffed the channels during holiday season. That is not a case with PS5.
3 million less than the PS4 is impressive considering it was basically impossible to find the PS5
Maybe but we are talking shipments and according to PS4 history it's probably best to manage expectations even if the PR people crow otherwise.
Business Data & Sales
Sony Interactive Entertainment offers its business and sales information for those seeking to understand our sales wins.
www.sie.com
Aside from launch holiday PS4 really wasn't ever supply constrained and hence there were always supply left from holiday season to be sold during Q4. The fact that Sony still clings to their FY target means big Q4 shipments. Even if they don't quite reach it. They will not miss it by millions otherwise the target would had been adjusted.Maybe but we are talking shipments and according to PS4 history it's probably best to manage expectations even if the PR people crow otherwise.
Business Data & Sales
Sony Interactive Entertainment offers its business and sales information for those seeking to understand our sales wins.
Or big drug use... They really should have revised it downward by now. Personally, I am not buying into the PR blitz. Yes demand is still there but a 5 million unit quarter? Not likely.
They may be able to photo finish across the forecast, they’re gonna have to do something big like a showcase or something to get hype up
Yeah excellent OP - charts are great, and highlights just how poorly the PS3 performed at the time.
However, it's a bit of a pain to browse on mobile - maybe having the charts behind spoiler tags would make it a bit better?
However, it's a bit of a pain to browse on mobile - maybe having the charts behind spoiler tags would make it a bit better?
I wasn't hearing their Q&A but from what I just read they actually increased their forecast to 19M?
Was that from me on Neogaf or someone else? I also heard 19m but wasn't sure.
ResetEra, a few users mentioned it. I was hearing the Q&A but stopped because the questions were all about the changes in Sony leadership.
Apparently they have a lot of inventory.
A 6M Q4 would be unprecedented no?
Cool, I don't want to be the guy spreading around misinformation. Hopefully will get confirmation
Higher than Wii, Switch or PS4 ever achieved. DS might have beat it at some point but yeah...
Amazing results.
7 million is more than I expected.
There is a real chance that Sony can meet its forecast for the fiscal year.
They are at around 13 million consoles shipped, they need 5 million for the next quarter.
Last year they shipped 2 million when PS5 stocks basically didn't exist. I expect no less than 4 million for the next quarter.
Given what I'm seeing PS5 stocks are at an all-time high, Sony is starting the marketing campaign again as if PS5 came out today, in my country, in Europe there are PS5 restocks practically every day, which is a thing that I've never seen before with PS5, in the US Walmart alone sells more than 1,000 PS5s a day and in Japan they sells 30-40k or more a week. Signs that stocks have not dropped at all.
They will reach 18 million consoles forecast for this FY or they will come very very close to doing that.
EDIT:
Apparently they have even increased the forecast for the current fiscal year from 18 to 19 million.
It means that they are pretty much certain to reach 18 million and are even aiming to exceed it. You don't raise the forecast for the fiscal year when there are 3 months to go if you know it's difficult to reach the result.
At this point I would say we can almost take it for sure. Impressive result
7 million is more than I expected.
There is a real chance that Sony can meet its forecast for the fiscal year.
They are at around 13 million consoles shipped, they need 5 million for the next quarter.
Last year they shipped 2 million when PS5 stocks basically didn't exist. I expect no less than 4 million for the next quarter.
Given what I'm seeing PS5 stocks are at an all-time high, Sony is starting the marketing campaign again as if PS5 came out today, in my country, in Europe there are PS5 restocks practically every day, which is a thing that I've never seen before with PS5, in the US Walmart alone sells more than 1,000 PS5s a day and in Japan they sells 30-40k or more a week. Signs that stocks have not dropped at all.
They will reach 18 million consoles forecast for this FY or they will come very very close to doing that.
EDIT:
Apparently they have even increased the forecast for the current fiscal year from 18 to 19 million.
It means that they are pretty much certain to reach 18 million and are even aiming to exceed it. You don't raise the forecast for the fiscal year when there are 3 months to go if you know it's difficult to reach the result.
At this point I would say we can almost take it for sure. Impressive result
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Thanks to Smitch from Era.
Another image from the call
Back to normal levels after pandemic/lockdowns it seems.
Given the circonstances, that's a great quarter from Sony and Playstation.
Yeah that's a good quarter.
I think the DS came just short of 6M once, but never passed it.
6M next quarter seems bold to me
I think the DS came just short of 6M once, but never passed it.
6M next quarter seems bold to me
Can someone provide a source for the 19m revised target ? Institutional press didn't seem to have reported it (yet?).
Find it weird they're only raising their operating profit forecast by as little as they do if they really intend to ship 6M units in the coming quarter?
Other expenses coming in to effect?
Other expenses coming in to effect?
Console HW isn't very profitable on its own unless you are Nintendo
The Live stream is available there
(edit: transcript coming soon)
comingsoon
live.irwebmeeting.com
They probably are not making much if any, on every hardware sold.
Wait so they incresead the forecast for THIS still ongoing FY from 18 to 19 million?
PS5 was no longer selling at a loss back in 2021 and with more console sales there should be peripherals, games, subscriptions added on top of consoles to.
If you want to stake some betting cash on Sony actually hitting their revised forecast, a bet has been made https://www.installbaseforum.com/forums/sportsbook/ps5-fiscal-year-2022-forecast.18/
Yeah even with enough consoles available 6M seems like a very high bar for this period.
In terms of software I'm only seeing Hogwarts being able to push some consoles since it'll be next gen exclusive temporarily. Jedi Survivor would be a big one too but it got delayed for the next quarter.
I don't think PSVR2 will have a big effect considering the price of entry, it's a niche product.
In terms of software I'm only seeing Hogwarts being able to push some consoles since it'll be next gen exclusive temporarily. Jedi Survivor would be a big one too but it got delayed for the next quarter.
I don't think PSVR2 will have a big effect considering the price of entry, it's a niche product.
The PS5 with a disc-drive was no longer sold at a loss in 2021. We didn't get any info about the digital SKU.
Good point about the rest, however keep in mind that they raised their console's price in 2022 (probably as a consequence of higher manufacturing costs than in 2021).
They didn't in the US so it is possible they are taking a loss there.