[Ventas] Sony Q3 - 2017
#1
Cita
https://www.sony.net/SonyInfo/IR/library/fr/17q3_sonypre.pdf

2016 Q3 GAMING ONLY
617bln yen sales
50bln yen profit

2017 Q3 GAMING ONLY
718 bln yen sales
85bln yen profit


As an entire company, Sony is possibly at its healthiest with projecting 8500bln yen revenue for FY2017 total, and 720bln yen operating income. They have raised their overall profit projections by ~15%.

They are tweaking overall FY2017 gaming revenue projections downwards from 2000bln yen to 1940bln yen, noting "change in launch date of certain software titles" (most likely God of War) and "higher than expected sales of hardware at promotional prices during the holiday season" (most likely their promo price wars during Black Friday and sprinkles of it throughout December). Projected profit stays the same.

[Imagen: Screenshot_2018-02-02_09.03.27.png]

Lower hardware sales for FY 2017 compared to FY 2016 (19mln vs. 20mln), it looks like PS4 may be starting to glide off. They will need to permanently drop the price to juice the hardware sales. However, sales and profitability continue to increase, probably driven from great software, DLC/post-monetization and PSN.

More news: Mobile Communications is a serious drag. Semiconductors is getting hit a little bit as they are selling fewer-than-expected image sensors (Apple) but overall YOY growth is strong and profit forecast is holding. Financial services delivering 370bln in revenue and 56bln in operating income (it's roughly half of gaming).


(Last thing, just to compare Nintendo and Sony.. because of all the warz here

Nintendo FY 2017 forecast: 1,000bln yen net sales | 160bln yen operating profit
Sony GAMING ONLY FY 2017 forecast: 1,940bln yen sales | 180bln yen operating income
Sony ALL FY 2017 forecast: 8,500bln yen sales | 720bln yen operating profit

So, Sony Playstation is 2x the size of Nintendo in revenue, but only about 1.15x higher in profit.
However, Sony as a whole is 8.5x the size of Nintendo in revenue and 4.5x higher in profit.
HOWEVER, note that Nintendo market cap is 6.68tril and Sony is 6.8tril. Almost identical in market cap.

Last comparison, Playstation vs. XBox revenues for only the quarter, ~6.5b USD vs ~3.9b USD. Playstation is about 70% larger than Xbox in revenues!) 

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[Imagen: DmqhUCN.png]


De los resultados fiscales de Sony en el tercer trimestre:
 
- Q3 2017 (Octubre-Diciembre):

PS4: 9 millones
Acumulado 2017 (año fiscal): 16.5 millones (Previsión 19 millones)
Total acumulado de PS4: 76.5 millones

https://www.resetera.com/threads/sony-q3...ase.20623/

http://meristation.as.com/zonaforo/topic/2928155/

...Saludos...
#2
Cita
76 millones en poquito más de 4 años, qué barbaridad. No va a quedarse muy lejos de PS2.


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