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Sony Q2 FY2019 (July-Sept) Results - PS4: 2.8m (LTD: 102.8m) / PS4 now 2nd Best Selling Home Console of All Time

ArmGunar

Member
Oct 30, 2017
3,562
*The US Dollar figures have been converted from Japanese Yen with exchange rate provided in Sony fiscal reports
Source 1 / Source 2




Sony Corporation - Q2 FY2019 (July - September 2019) :


Sony Revenue : ¥2122.3bn / $19.76B (-2.8% YoY from ¥2182.8bn / $19.58B - Q2 FY2018)
Sony Operating Profit : ¥279bn / $2.60B (+16.5% YoY from ¥239.5bn / $2.15B - Q2 FY2018)
Sony Net Profit : ¥187.9bn / $1.75B (+8.6% YoY from ¥173bn / $1.55B - Q2 FY2018)
  • 2nd Best Revenue ever for Sony during Q2
  • Best Operating Profit and Net Profit ever for Sony during Q2
Top Biggest Profit Drivers for the Quarter :
  1. Imaging & Sensing Solutions : ¥76.4bn / $0.711B
  2. Game & Network Services : ¥65bn / $0.605B
  3. Electronic Products & Solutions : ¥41.4bn / $0.385B
  4. Pictures : ¥39.3bn / $0.366B
  5. Financial Services : ¥38.8bn / $0.361B
  6. Music : ¥37.5bn / $0.349B

  • Best Revenue and Operating Profit ever for Music during Q2
  • Best Revenue and Operating Profit ever for Pictures during Q2
  • Best Revenue and Operating Profit ever for Imaging and Sensing Solutions during any quarter



Gaming Division - Q2 FY2019 Results (July - September 2019) :






Gaming Revenue : ¥454.4bn / $4.23B (-17.4% YoY from ¥550.1bn / $4.93B - Q2 FY2018)
Gaming Operating Profit : ¥65bn / $0.605B (-28.3% YoY from ¥90.6bn / $0.813B - Q2 FY2018)
  • 2nd best Revenue and Operating Profit ever for PlayStation during Q2
On a constant currency basis, Revenue dropped -13.4% YoY and Profits dropped -23.2% YoY

This quarter, the Gaming Division accounts for :
- 21.4% of Sony total Sales/Revenue (vs 25.2% - Q2 FY2018)
- 21.8% of Sony total Operating Profit (vs 32.5% - Q2 FY2018)


PS4 shipped : 2.8m (vs 3.9m - Q2 FY2018)
PS4 LTD : 102.8m

Software sold : 61.3m (vs 75.1m - Q2 FY2018)
Software digital ratio : 37% (vs 28% - Q2 FY2018)
Software LTD (minimum) : > 1.067 billion games sold

PS+ Members : 36.9m (up from 34.3m - Q2 FY2018)
PS+/PS Now ARPU : ~ $6.96/month
  • All-time high number of subscribers



PS4 is now the 2nd best selling home console of all time !




Top 5 of Best Selling Home Consoles of All Time :
  1. PS2 : > 155 million
  2. PS4 : 102.8 million
  3. PS1 : 102.49 million
  4. Wii : 101.63 million
  5. PS3 : 87.4 million

Top 5 of Consoles with Highest Number of Software units sold :
  1. PS2 : 1.537 billion
  2. PS4 : > 1.067 billion
  3. PS3 : 999.4 million
  4. PS1 : 962 million
  5. DS : 948.66 million

It should be noted that while digital sales are growing, physical sales remain steady over years




Gaming Division - Updated FY2019 Forecast (April 2019 - March 2020) :


Gaming Revenue : ¥2000bn / $18.52B (down from ¥2200bn / $20.37B - July 2019 forecast)
Gaming Operating Profit : ¥240bn / $2.22B (down from ¥280bn / $2.59B - July 2019 forecast)
PS4 shipments : 13.5m (down from 15m - July 2019 forecast)

Revenue: 200 bln yen (9%) downward revision :
(--) Lower-than-expected software sales including the impact of a change in the launch date of a first-party title (=TLOU Part II)
(--) Lower-than-expected PS4 hardware unit sales
(--) Impact of foreign exchange rates

Operating Profit : 40 bln yen downward revision
(--) Lower-than-expected software sales including the impact of a change in the launch date of a first-party title (=TLOU Part II)
(--) Negative impact of foreign exchange rates
(+) Cost reductions
(+) Higher-than-expected sales for PS Plus

Summary of PS4 numbers



News Update from Briefing / Q&A session
Thanks SolidSnakex and OléGunner
- PS Now subscribers surpasses 1 million following price decrease (700k before)
- Confirms that TLOU Part II's delay is the reason for the sales revision
- Talks about the acquisition of Insomniac and says they're look into more
- They refused to touch a question on potential PS5 price but said they are focusing on market penetration/market acceptability with it
Previous threads :
Q1 FY2019
FY2018, Q3 FY2018, Q2 FY2018, Q1 FY2018
 
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nib95

Member
Oct 28, 2017
11,678
What are the YoY % changes for Gaming Revenue, Gaming Operating Profit, Hardware sales and Software sales?
 

KillerMan91

Member
Oct 25, 2017
2,338
Lowest Q2 hw shpments for PS4 so far. Probably combination of slowing demand and overshipping during Q1. Good results though (like usual).
 

Zedark

Member
Oct 25, 2017
9,525
The Netherlands
2.8M, down from 3.9M. Last year was a powerful quarter, though, with Fortnite bump and Spider-Man to fuel hardware sales. This decline seems quite natural, as we have less strong software moving units and a natural decline pattern towards next gen.

Overall, hardware seems very healthy still, which is great!
 

NKnight7

Member
Oct 25, 2017
8,162
PS2 still dominating, it’s funny seeing the Wii on that list amongst all of the PS consoles.
 

plusaflag

User requested ban
Banned
Jan 7, 2019
625
So they roughly shipped 25% less consoles compared to this period last year. That seems like a healthy drop given the launch of the PS5 in a year from now.
Software sales could be a tad better but I assume are still ahead of the competition from Nintendo.
 
May 20, 2018
6,384
Ponds
Never thought I’d see another 100 million seller for another generation or two after the last one. PS4 is nuts, the momentum going into PS5 is going to be a frenzy.
 

KillerMan91

Member
Oct 25, 2017
2,338
Oh. Didn't expect them to lower hardware forecast again. Lowering revenue and profit forecasts makes sense if The Last of Us II gets delayed from this FY to the next.
 
Nov 4, 2017
1,994
I'm surprised that the software ratio is about the same for PS2 and PS4. Considering that the cheapest I could get a game for back in 2002 was AU$40, which is almost AU$60 in today's dollars, whereas today I can buy awesome AAA games from a few years ago for a tenner on sale.
 
Oct 30, 2017
3,370
  1. PS2 : > 155 million
  2. PS4 : 102.8 million
  3. PS1 : 102.49 million
  4. Wii : 101.63 million
  5. PS3 : 87.4 million

With the hard as hell of messy start the PS3 had, yet it managed to hold a spot in top 5 best selling consoles of all time... very impressive.

And Congratulations to Sony on PS4, truly magnificent console.
 

Mezoly

Banned
Oct 25, 2017
2,884
I'm surprised that the software ratio is about the same for PS2 and PS4. Considering that the cheapest I could get a game for back in 2002 was AU$40, which is almost AU$60 in today's dollars, whereas today I can buy awesome AAA games from a few years ago for a tenner on sale.
My guess would be that PS2 had more titles that were shorter and PS4 has less titles but that are longer and Service oriented so people stick with fewer games.
 

SolidSnakex

Member
Oct 25, 2017
6,405
  1. PS2 : > 155 million
  2. PS4 : 102.8 million
  3. PS1 : 102.49 million
  4. Wii : 101.63 million
  5. PS3 : 87.4 million

With the hard as hell of messy start the PS3 had, yet it managed to hold a spot in top 5 best selling consoles of all time... very impressive.

And Congratulations to Sony on PS4, truly magnificent console.
I still wonder if they could've pushed the PS3 up to 100m if they'd been more aggressive with pricedrops. But toward the end it just seems like they they were just looking to get onto the PS4 and didn't really care about the PS3's numbers much anymore.
 
Nov 4, 2017
1,994
My guess would be that PS2 had more titles that were shorter and PS4 has less titles but that are longer and Service oriented so people stick with fewer games.
That's a good point. For every boring old fart like me who has bought a few dozen single player games, there are probably a few people who just buy FIFA each year or play something like Destiny or Fortnite.
 

MrTired

Member
Oct 28, 2017
2,634
Oh. Didn't expect them to lower hardware forecast again. Lowering revenue and profit forecasts makes sense if The Last of Us II gets delayed from this FY to the next.
As evidence by God of War & Spiderman exclusive content can still move hardware even this late into the gen. But that's quite a revision a down. It gone from 16m initial to 13.5. So hardware is slowing even beyond there expectations. Does that mean there not going to be aggressive with deals this holiday season?
 

KillerMan91

Member
Oct 25, 2017
2,338
That software sold number is wild, does all ps hardware really sold more software than even nintendo handheld?
Handhelds have traditionally way lower software tie ratios than home consoles. DS actually has by far the best (around 6.2). GBA, GB and PSP are all under 5 and 3DS barely above 5.

As evidence by God of War & Spiderman exclusive content can still move hardware even this late into the gen. But that's quite a revision a down. It gone from 16m initial to 13.5. So hardware is slowing even beyond there expectations. Does that mean there not going to be aggressive with deals this holiday season?
Well even at the moment they are having quite aggressive deals in Europe so it's bit weird (just checked one of the biggest local retailers (Finland) and for example there is deal of PS4 Pro with COD MW at 329€). Maybe they just expect demand to slow so much that even being aggressive with deals doesn't help enough.
 
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Welfare

Member
Oct 26, 2017
1,956
Holy shit, didn't think they would cut the FY down to below 14M.

Pretty much lines up with what's expected and what I've been saying though. This year's sales are down massively from 2018 and it made no sense how they shipped 3.2M in Q2. Pretty much an over shipment.

We are going to see under 6M shipped next quarter.
 

MrTired

Member
Oct 28, 2017
2,634
I'm surprised that the software ratio is about the same for PS2 and PS4. Considering that the cheapest I could get a game for back in 2002 was AU$40, which is almost AU$60 in today's dollars, whereas today I can buy awesome AAA games from a few years ago for a tenner on sale.
Did the PS2 not have the Classics lineup though? I can't speak to Australia but can talk about the UK. You could get games in that lineuo for £10-£15.
 
Jun 23, 2019
913
I’m praying someone writes a book about this generation. To go from last with PS3 to the 2nd highest selling console of all time with PS4? Ridiculous.
 

SimpleCRIPPLE

Member
Oct 28, 2017
2,219
Without being taken seriously in Japan, Xbox is never going to have the breath of library or install base of Sony's consoles. Hopefully MS can keep it closer this coming generation. If nothing else, MS is hungry and pushing the envelope with services and cross-play friendly platform which benefits us all, and it would be nice to see them rewarded for their efforts in the install base.

I’m praying someone writes a book about this generation. To go from last with PS3 to the 2nd highest selling console of all time with PS4? Ridiculous.
$399. And targeting 1080p w/ the correct spec.
 

Renfran

Member
Aug 28, 2018
2,728
Sony is so lucky they managed to have all 4 of their systems in the top five best selling systems of all time, including the top 3 entirely by themselves.

What luck.
 

noyram23

The Fallen
Oct 25, 2017
6,801
Without being taken seriously in Japan, Xbox is never going to have the breath of library or install base of Sony's consoles. Hopefully MS can keep it closer this coming generation. If nothing else, MS is hungry and pushing the envelope with services and cross-play friendly platform which benefits us all, and it would be nice to see them rewarded for their efforts in the install base.



$399. And targeting 1080p w/ the correct spec.
More like rotw not just japan lol

Sony is so lucky they managed to have all 4 of their systems in the top five best selling systems of all time, including the top 3.

What luck.
I don't get this lucky comment.
 

Mekanos

Member
Oct 17, 2018
13,584
Without being taken seriously in Japan, Xbox is never going to have the breath of library or install base of Sony's consoles.
PS4 has only what, 10-15 million in Japan? Its success comes from selling globally. Xbox has failed to penetrate markets besides North America and the UK in any meaningful way.
 

Rosebud

Member
Apr 16, 2018
6,441
Not this again... We had discussions with Welfare and ZhugeEx about that and it seems, although this is repeated every now and then, this is not as clear as many hope.
We have the home console rank in this thread

  1. PS2 : > 155 million
  2. PS4 : 102.8 million
  3. PS1 : 102.49 million
  4. Wii : 101.63 million
  5. PS3 : 87.4 million
 
Nov 4, 2017
1,994
Did the PS2 not have the Classics lineup though? I can't speak to Australia but can talk about the UK. You could get games in that lineuo for £10-£15.
We had the Platinum lineup here for PS1/2, which brought games down to AU$40. Games are just so staggeringly cheap now, particularly when you factor in inflation. That's also comparing a physical "value" line to digital, so it's not exactly an equal comparison .
 
Jun 23, 2019
913
$399. And targeting 1080p w/ the correct spec.
That’s looking at it simplistically. I mean I want someone to write something like ‘Console Wars’ by Blake J. Harris (Great read!) about this generation. The intrigue is certainly there.
PS3 sold more than XB360, they were second that gen.
PS3 barely scraped by X360 on the strength of the RotW at the end of last gen. In US and UK, 360 was king and the Xbone still outsold PS4 those first two holiday seasons.