Papacheeks
Banned
Why? Was there bad representations in how the numbers were reported? I mean isn;t their numbers public? You can download the Fiscal financials can't you? Especially if your an investor.
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Sony Q2: 13.3M+ PS5s; Sales shatter industry records for sixth straight quarter
Why? Was there bad representations in how the numbers were reported? I mean isn;t their numbers public? You can download the Fiscal financials can't you? Especially if your an investor.
Sony PS3 was dead last during those years on NPD. This is the same company that combined Vita numbers with PSP in order to hide Vita underwhelming sales number.
Papacheeks
Banned
Thats standard though? Didn't Nintendo combine DS and 3DS when 3DS launched and wasn't taking off?
Bernd Lauert
Banned
Nope. Office is in "Productivity and Business Processes". Xbox is in "More Personal Computing".
He probably thinks his articles can get more views in this way
He just can't have an objective take on Sony.
Of course you can prove it?
Papacheeks
Banned
But isn't things like surface, Windows all accounted along with XBox?
Here's more recent:
Revenue in Intelligent Cloud was $17.0 billion and increased 31% (up 29% in constant currency), with the following business highlights:
· Server products and cloud services revenue increased 35% (up 33% in constant currency) driven by Azure and other cloud services revenue growth of 50% (up 48% in constant currency)
Revenue in More Personal Computing was $13.3 billion and increased 12% (up 11% in constant currency), with the following business highlights:
- · Windows OEM revenue increased 10%
- · Windows Commercial products and cloud services revenue increased 12% (up 10% in constant currency)
- · Xbox content and services revenue increased 2% (relatively unchanged in constant currency)
- · Search and news advertising revenue excluding traffic acquisition costs increased 40% (up 39% in constant currency)
- · Surface revenue decreased 17% (down 19% in constant currency)
The bolded in red they combine Azure with growth sector for gaming since those servers are used for enterprise and gaming.
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Bernd Lauert
Banned
Yes, but not Office, as you claimed. Just a small correction.
Gameplaylover
Member
I think you know what i mean. GPUs for PS5 and XSS are easier/faster to obtain, lesser error rate in production (I don't know the english word for it, maybe production rejects).
Materials for chips is the same exact wafer at TSMC as used for PS5.
Papacheeks
Banned
Yea thank.
I do find it weird that Azure is blurred for enterprise and gaming because they are dual purposed. As in Sony is buying azure which would be considered enterprise growth, but they are used for xbox gaming as well?
So In a sense you bolster two sectors of your company. WHich is smart. But in actuality the money your making comes from renting out the servers now that you have more games and gamers playing off of those through xbox? See why this looks funny?
Bernd Lauert
Banned
Doubtful. Game streaming runs over Gamepass, and Gamepass is counted in the Xbox sector.
Papacheeks
Banned
Azure is enterprise as any company can purchase them for their own use or they Pay microsoft a fee to rent them aka Amazon S3 servers. WHich I pay for. But those same servers are used for gaming sector, so thats my point. They are used in two different sectors.
It's two separate things to me but I am not 100% sure I understand your point.
The physical infrastructure might be the same for enterprise usage and gaming usage but its revenue still goes to one segment, intelligent cloud
Microsoft has some insight to how much of the revenue came from enterprises using it for Gaming like Bungie and Sony for sure but at the end of the day, I am not sure it matters beyond what Microsoft decides to invest into regarding making new Azure services.
. The xbox revenue is purely the commercial end-user (gamer) facing revenue streams afaik.
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Bernd Lauert
Banned
I still don't see how Azure is supposedly convoluted with Xbox. When Microsoft takes money off Sony for running PSNow, it obviously counts as Azure revenue. But when I pay for Gamepass so I can stream a game, that counts as Xbox revenue, not Azure.
Papacheeks
Banned
Azure is used for gaming, so when you show in your financials growth is it not accounted into the gaming sector?
Nope, I don't think so.
FrankWza
Member
Uh…Sony is acquiring the minds and wallets of millions of gamers as we speak. Do you not see all the pc threads. They just needed an open system to activate mods so they can beat games like Returnal
Papacheeks
Banned
So its separate for like Corporate growth/Use?
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Bernd Lauert
Banned
Financials are about revenue. The question is, how do you book the revenue? Since Xbox game streaming is tied to paying for Gamepass, you book it as Gamepass revenue, aka Xbox. With PSNow, you book it as Azure revenue because that's the only way to book the money.
Papacheeks
Banned
Gotcha.
I mean its not about just revenue. It's an equation that usually was simple to track, sales(revenue)- operating costs= profit. But now because of cloud, streaming services we have whats called "Growth" Sectors.
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Bernd Lauert
Banned
Tbf, Microsoft isn't just "hiding" Xbox profit. They're "hiding" profits from every single sub-division. Afaik they only show total combined profit and that's it.
Not even once by Nintendo.
WiiU hardware that was selling worse than Vita was presented very clear from the first quarter till the last quarter of its sales.
Vita final number is still a mystery today.
akaFullmetal
Member
How many are used for the xcloud server? I assume not a million but maybe a hundred thousand? Not a big enough number to effect sales, unless I'm way off.Microsoft needed many Series X for their xCloud servers, so there are less for customers:
Microsoft to upgrade its xCloud servers to Xbox Series X hardware in 2021
xCloud will debut later this year powered by Xbox One S hardware initiallywww.theverge.com
Xbox Cloud Streaming Now Fully Powered by Custom Xbox Series X Hardware - IGN
IGN understands that Xbox Cloud Gaming is now entirely powered by custom Xbox Series X hardware, which should improve performance and load times for all streamed games.www.ign.com
Evilms
Banned
- PS4 installed base at the time of the PS5 release : 114.9 million
- PS4 installed base today : 116.6 million
- PS3 installed base at the time of the PS4 release : 80 million
- PS3 installed base today : 87.4 million
- PS2 installed base at the time of the PS3 release : 116.02 million
- PS2 installed base today : 155.1 million
I don't think it's any more than 10% of the chips that tsmc can make for Microsoft.
Lognor
Banned
What about ps now? Does Sony acknowledge that? We need subscriber numbers
akaFullmetal
Member
Sony right now,
PropellerEar
Member
Yield, but that is totally different than the availability of materials, wafers MSFT bought/secured are shared between XSS, XSX and cloud. Only one to blame on lack of XSX is MSFT.
Luminoth-4545
Member
The 120m dream is dying for PS4, shame because it could have been the third console ever to pass that milestone. With just 200k this quarter it will likely only ship 1.5m for the fiscal year. This is an anomaly because historically Playstation consoles have a very long tail.
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Papacheeks
Banned
More. They said a while back they allocated 4.5 Million for holiday season. Since this was end of close of September I would have to believe from October to end of December they sell all those consoles putting them in 18-19 Million which is under what they projected which was 22m.
Gameplaylover
Member
Perhaps my wording was bad, but by material i meant (good) GPUs as material for the consoles and not some metal or other raw materials for the GPU.
Ass of Can Whooping
Gold Member
Are you going to prove your NPD claim or not?
Luminoth-4545
Member
PS5 Sales so far compared to other hugely sucessful consoles.
The PS5 has fallen behind NSW launched aligned but will overtake it again with it's holiday quarter next up.
The PS5 has fallen behind NSW launched aligned but will overtake it again with it's holiday quarter next up.
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You mind sharing that data set with me? I would like to just collate all of these numbers into one excel sheet if possible.PS5 Sales so far compared to other hugely sucessful consoles.
The PS5 has fallen behind NSW launched aligned but will overtake it again with it'sholiday quarter next up.
PropellerEar
Member
Still MSFTs choice to create scarcity by splitting alotted materials between 2 totally different APUs in their own consoles.
Ass of Can Whooping
Gold Member
PS5 Sales so far compared to other hugely sucessful consoles.
The PS5 has fallen behind NSW launched aligned but will overtake it again with it'sholiday quarter next up.
Unless they've hoarded a load of PS5s for the holiday it'll be impossible for them to overtake it
Bernd Lauert
Banned
Gonna be tight but I expect PS5 to be over 18m by the end of the year.
Wayyy more than that.
Ps5 shipments are just slightly behind PS4 shipments and Sony is targeting the same numbers.
Ps4 shipped 6.4m between October and December 2014.
Assuming that Sony continues to fall slightly behind PS4 at 6m it would be 13.4+6= 19.4m by the end of this year.
ethomaz
Banned
I think it is better to not put these baseless estimates on OP.
MS has only 40k wafer from TSMC in 2021 (I don't know if TSMC CY or FY) but in any case it is around 8-9m consoles produced for the year depending of the S/X ratio... even taking the amount they shipped in 2020 and realizing that the biggest production period is Oct-Dec there is no way Xbox is around 8.3m shipped at end of last quarter.
Javthusiast
Banned
Jimbo has to be stopped. He can't keep getting away with it.
Luminoth-4545
Member
This highlights the huge manufacturing problems Sony are having because PS4 shipped 6.4m in it's second holiday and demand for PS5 is probably higher.
ethomaz
Banned
PS5 is limited by TSMC production that is around 16-17m for FY2021.
Add what they shipped in FY2020.
We are looking for something around 20m for end of 2021.
Luminoth-4545
Member
Go for it, unfortunately there are no quarterly shipment sales for PS1 or PS2, back then Sony only revealed yearly numbers. And PS3 numbers are missing because Sony stopped giving PS3 sales after a while.
Papacheeks
Banned
Some of that, but it has to do with Chip shortages more than anything. They all come from one place. Sony has done what they can to make it so they produce more. But will still hit a wall because of the fab process and that so many things are on that same process. Not much else they can do honestly.
Luminoth-4545
Member
It only needs 4.4m, NSW and PS5 holidays don't match up because NSW was released in March.
ethomaz
Banned
Sony said they are selling the PS5 at profit already... PS5 DE not.
"Sony Chief Financial Officer Hiroki Totoki said that the company’s key product, the $499 PlayStation 5, was no longer selling at a loss. The $399 PS5 Digital Edition is on track to have its loss offset by other hardware sales including peripherals and the PlayStation 4, the CFO added."
Sony Boosts Profit Outlook on Better Movies, Music Prospects
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