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[kretos]

All these profits Jim Ryan you sumamabich use some of it and buy something

 

[Zok310]

Finally some no bullshit numbers.

 

[Interfectum]

But Twitter told me Jim Ryan had to go because he’s a big meanie

 

[Oddvintagechap]

Record operating income for Playstation division = $3.15bn(full FY2020)

Operating income for Nintendo in the FY2020 without Q4(we're going to get next week) = $4.8bn

I don't get why are you laughing when Nintendo is making nearly 2 times more than Playstation division record profit lol.

We are going to have a full profit comparison thread after Nintendo financial report.

Hoping for you to be there as well.

Its not twice more. Its a half more.

 

[ZywyPL]

The PS3 data on this chart clearly shows how much hardware sales and "winning" mean in this whole business... Like holy cow, I thought Sony at very least broke even on the PS3 given it's unbelievably strong 2nd half of the generation, but hot damn... The PS4 charts on the other hand shows how damn profitable paid online is.

 

[zedinen]

Missed that. I would go for yearly numbers honestly but ehh.

Sorry (in millions)

Q1 2020
Tencent $6,570
Sony $3,978

Q2 2020
Tencent $6,625
Sony $5,874

Q3 2020
Tencent $7,460
Sony $5,176

Q4 2020 (PS5 Launch)
Sony $8,786
Tencent $7,188


Tencent's Average Rate

Q1 2020 $1 = ¥7.1
Q2 2020 $1=¥ 7.1
Q3 2020 $1=¥6.8
Q4 2020 $1=¥6.5

 

[kretos]

B Bodomism

 

[ChuckeRearmed]

One thing about the ps plus users, they sold around 3 million more ps5s since q3 but only gained 200k subs and Mau dropped? How does that work?

I am also curious why MAU dropped. COVID lockdown relaxed and people left the houses?

 

[Ass of Can Whooping]

They plan to spend $18 billion over the next three years on aquisitons

Rumour has it Jim managed to beg for a couple milion to buy Young Horses

 

[Bodomism]

Its not twice more. Its a half more.

That's not including nintendo Q4 profits yet.

 

[Thirty7ven]

That’s a lot of money, a lot of software and a lot of hardware.

 

[ChuckeRearmed]

So… they expect lower sales of third party content and higher dev costs to bite hard that much? Do they expect a post COVID recovery right period where third parties have draughts / cannot sell beside the biggest franchises? Fear of GamePass? I dunno

No, the next quarter will be compared to the same quarter last year and it had incredible growth due to COVID. All companies basically expect worse results in comparison to the previous year for the same quarter.

 

[DenchDeckard]

I am also curious why MAU dropped. COVID lockdown relaxed and people left the houses?

I thought it could be this, but Jan - March seems a bit early for this. We are seeing it relax a little now as the vaccines roll out etc.

 

[Ass of Can Whooping]

That's not including nintendo Q4 profits yet.

The forcast for their FY is $3.8 billion

Are you reading it right? I don't want to see a repeat from your list yesterday

 

[ChuckeRearmed]

But, PlayStation's profits almost equaled Xbox's revenues this quarter -_-

It would be more surprising if it wasn't considering the amount of PS5 and PS4 sold in comparison to Xbox One and Series X/S.

We are going to have a full profit comparison thread after Nintendo financial report.

The fun thing is that Nintendo is one of the most profitable companies in the world. I remember on B3D there were estimations and basically its profit margins were second to none.

 

[Tomeru]

Is that "Jim has to go asap" petition still going?

 

[Bernd Lauert]

The fun thing is that Nintendo is one of the most profitable companies in the world.

"in the world" is pushing it, it's likely not even in the top 100. Still very impressive.

 

[kretos]

love the tasty salty tears in the thread

 

[OrochiJR]

So they shipped 7,8 million PS5s? Where did they ship them to? The PS5 so far is a mythological creature that no one has actually seen in person so far, that is at least my impression.

On a less sarcastic note, congrats to Sony for the success. The numbers will only multiplay once the PS5 becomes more readily available.

 

[lh032]

MEGA PUBLISHERS ACQUISITION WHEN SONY!!??

 

[Bernd Lauert]

love the tasty salty tears in the thread

 

[ChuckeRearmed]

"in the world" is pushing it, it's likely not even in the top 100. Still very impressive.

What I meant is the profit margins.
At least for 2020 (I think?) profits margins was
Sony: 9%
Nintendo: 25%
Apple: 21%
Alphabet: 22%
Facebook: 27%
Microsoft: 32%

They plan to spend $18 billion over the next three years on aquisitons

See that mostly going to Sony Music and Pictures

 

[Bernd Lauert]

What I meant is the profit margins.
At least for 2020 (I think?) profits margins was
Sony: 9%
Nintendo: 25%
Apple: 21%
Alphabet: 22%
Facebook: 27%
Microsoft: 32%

Sony is heavily dragged by their hardware (TV etc.) division.

Oh I see. Yeah you're right.

 

[FatKingBallman]

Who compares yearly profits for PS to xbox's quarterly revenues?

What? Do you even know what the two numbers are? I'll give you a hint. They are nowhere near comparable.

What what? Gaming division comparison is legit. Also just putting things into perspective. So, what are the Xbox profits for last quarter? Thought so

Yeah, with such profits we cannot expect big acquisitions in the near future. Even juggernaut which is Playstation, outselling Xbox One more than 2:1 and Series X (less than 2:1) for the year their revenues are 25 bln (Playstation) and 15 bln (Xbox), with 3 bln profit for Playstation. 3 bln profit for Playstation, year(!).

They will buy something for music and videos though

Very interesting to see the next year.

Actually, worldwide PS5 outsold Xbox last quarter >2x if estimated XSX numbers are true. NPD numbers are 500k-600k for Xbox. since beginning of 2021.

 

[ChuckeRearmed]

Actually, worldwide PS5 outsold Xbox last quarter >2x if estimated XSX numbers are true. NPD numbers are 500k-600k for Xbox. since beginning of 2021.

Ho, so that makes data look even worse then. Outselling Xbox Series is inevitable due to XCloud though (in both physical and digital sense - MS needs to make Azure blades and I suspect > 30% of possible production is Azure blades and XCloud doesn't require you to buy a console).

 

[yazenov]

Now this is how you do financials. I'm not a shareholder but I might invest due to transparency

 

[TBiddy]

What what? Gaming division comparison is legit. Also just putting things into perspective. So, what are the Xbox profits for last quarter? Thought so

I think you need to look up what numbers you're trying to compare. One of them is yearly profit, while the other is quarterly revenue. Sony made 3.2 billion in profits on gaming.. in a year. Microsoft made around the same in revenue... in a quarter.

Makes absolutely no sense to make that comparison. None what so ever.

 

[zedinen]

Where's the software breakdown?

Show me the game sales.

PlayStation Sales - Breakdown

Hardware $4.9Bn
Software $15Bn
-Physical $1.3Bn
-Digital $5.1Bn
-Add-On $8.6Bn
Network Services $3.6Bn
Others $1.5Bn

Software Unit Sales, First Party Sales, Digital Download Ratio

 

[TonyK]

So 80€ games will be the new standard

 

[killatopak]

Jim Ryan can’t keep getting away with this.

 

[Bitmap Frogs]

I think you need to look up what numbers you're trying to compare. One of them is yearly profit, while the other is quarterly revenue. Sony made 3.2 billion in profits on gaming.. in a year. Microsoft made around the same in revenue... in a quarter.

Makes absolutely no sense to make that comparison. None what so ever.

If anything it highlights how artificial Xbox is as a business. They hide their numbers and spend amounts of money they shouldn’t have if they didn’t have a sugar daddy.

 

[b6a6es]

Record operating income for Playstation division = $3.15bn(full FY2020)

Operating income for Nintendo in the FY2020 without Q4(we're going to get next week) = $4.8bn

I don't get why are you laughing when Nintendo is making nearly 2 times more than Playstation division record profit lol.

We are going to have a full profit comparison thread after Nintendo financial report.

Hoping for you to be there as well.

Let’s get one thing clear out of the way first

are you talking about Nintendo as a whole (including Mobile revenues, IP Merchandising outside of gaming), or just the console gaming division of Nintendo ?

i hope you’re seriously not comparing an Entire Multibillion Dollar Company (with Diversified Business Portfolio) to a Single Division

 

[Thirty7ven]

79% digital ratio for last quarter

The fire rises.

 

[Bryank75]

PS5 should be past 9 million units by now and 10 by mid to late May hopefully.

There's also some rumblings of a big hardware push but that's just rumors so far...

Fantastic results, Some of those profits should be used for a strategic acquisition to increase revenue and profits further along with expanding owned IP's....

Kadokawa, MiHoYo etc....

 

[kikii]

financialGAF

 

[Thirty7ven]

PS5 should be past 9 million units by now and 10 by mid to late May hopefully.

There's also some rumblings of a big hardware push but that's just rumors so far...

Fantastic results, Some of those profits should be used for a strategic acquisition to increase revenue and profits further along with expanding owned IP's....

Kadokawa, MiHoYo etc....

17% of software was first party. If this doesn’t push them nothing will.

 

[carlosrox]

PlayStation Sales - Breakdown

Hardware $4.9Bn
Software $15Bn
-Physical $1.3Bn
-Digital $5.1Bn
-Add-On $8.6Bn
Network Services $3.6Bn
Others $1.5Bn

Software Unit Sales, First Party Sales, Digital Download Ratio

I mean which games sold how much.

 

[Thirty7ven]

Software record, again. And I stress, owning software is what locks you into an ecosystem.

 

[M1chl]

Very nice, with "earnings of MS" and state of Sony gaming market is healthy, which is a obviously good thing.

 

[H-I-M]

If anything it highlights how artificial Xbox is as a business. They hide their numbers and spend amounts of money they shouldn’t have if they didn’t have a sugar daddy.

Not a sugar daddy

 

[dark_knightmare2]

Yeah, with such profits we cannot expect big acquisitions in the near future. Even juggernaut which is Playstation, outselling Xbox One more than 2:1 and Series X (less than 2:1) for the year their revenues are 25 bln (Playstation) and 15 bln (Xbox), with 3 bln profit for Playstation. 3 bln profit for Playstation, year(!).

They will buy something for music and videos though

Very interesting to see the next year.

Actually it’s been said that the ps5 is outselling the series x a little above 2:1. I mean you trying to downplay these frankly ridiculous results for Sony is sad. The sooner you realize that MS can’t even carry Sony’s jockstrap and will never be as big in gaming as Sony the better off you’ll be.

 

[yazenov]

Very nice, with "earnings of MS" and state of Sony gaming market is healthy, which is a obviously good thing.

But we dont really know how healthy MS gaming division is since they dont disclose anything except revenue . So id hasitate to say this statement is true without actual numbers.

 

[ZywyPL]

79% digital ratio for last quarter

The fire rises.

I wonder how many people will want to go back to physical copies once covid is contained and stores are open again, but my bet is not many, people are too lazy while digital distribution is just way too convenient.

 

[M1chl]

But we dont really know how healthy MS gaming division is since they dont disclose anything accept revenue . So id hasitate to say this statement without actual numbers.

Yeah but perceptually their earning increased, so that's good.

 

[Portugeezer]

All those buyers must have missed that MS bought Bethesda.

 

[ChuckeRearmed]

The sooner you realize that MS can’t even carry Sony’s jockstrap and will never be as big in gaming as Sony the better off you’ll be.

Yeah, that level of worship you have towards Sony is hard to beat (LMAO at jockstrap), but if Sony cannot get 2:1 revenue while outselling MS in everything while Game Pass is still growing and no first party games - I think the gap will shrink.

Yeah but perceptually their earning increased, so that's good.

Xbox benefits from being just a division in MS, so unlike the segment (or in case of SIE - being its own company basically as Sony is a conglomerate) they don't need to disclose the profits. I think it might be around 1 bn. at most.

 

[Rolla]

That revenue number and profit number should really give pause for thought. It's almost as if they don't have competition...

 

[M1chl]

Xbox benefits from being just a division in MS, so unlike the segment (or in case of SIE - being its own company basically as Sony is a conglomerate) they don't need to disclose the profits. I think it might be around 1 bn. at most.

Sure, I don't deny it. But it still an YoY increase and that's good in my eyes and also XSX (don't confuse with XSS) is in high demand, so that's also good. Like here, in my country demand (for XSX, XSS is readily available) is in another galaxy in comparison to X1 OG/S/X...

 

[Shelookdlvl18]

Wow

Q4 Digital Download Ratio - 79%

Shhhh. That'll ruin their whole "Gamepass is bad because physical games= good digital games= bad" argument.

 

[GHG]

Congrats to Sony's latest casual third party box!

The other third party box has like 95% the same library yet doesn't sell nearly as much, what does that tell you?

Where's the software breakdown?

Show me the game sales.

I mean which games sold how much.