During Sony’s financial briefing for investors and analysts related to the third quarter of the fiscal year 2014, Ace Research Institute Analyst Hideki Yasuda made a few remarks on the future outlook for Sony’s game division.
Yasuda-san mentioned that with the increase in software sales, Sony enjoyed good profitability, so he feels that there could be a “larger gap” between the forecast and the actual full year results for the current fiscal year.
He also predicted that during the next fiscal year PS4 will peak in sales, and along with it PlayStation Plus subscribers and software sales would be maximized, resulting in a quite high profitability level.
Chief Financial Officer Kenichiro Yoshda responded that there’s indeed an increasing number of users for PlayStation Plus, and monthly unique users (for the whole PSN, including non-paying users) are about 60 million, so the company has “high expectations.”
As for the outlook for the performance in the next fiscal year Yoshida-san promised further comments at the conference that will mark the end of the fiscal year, as Sony will talk about the business planning process. He then concluded by mentioning that he believes “it’s a good business with high potential.”
Yasuda-san is a regular at Sony’s (and Nintendo’s) conference calls, and he’s considered by some a sort of Japanese Michael Pachter due to his focus on games. It’ll be quite interesting to see if his predictions will come true. So far the signals seem definitely positive.