索尼的股票估价在155亿美元之下,本周是25年来索尼股票的最低值,这表明索尼已经丧失了在随身听和游戏机上的优势,落在了苹果和三星的后面。
索尼在平井一夫的带领下,正在努力降低成本,精简人员试图扭转处于挣扎中的电视产业。但是处于伙伴关系的考虑,为了能够让索尼在电视上能够取得竞争优势,平井打算寻求照相机,游戏以及智能手机来刺激索尼的业务增长。
索尼自己估计在明年的3月份,运营利润要达到1800亿日元,而路透社的18位分析师的预测数字为1730亿日元。在刚刚过去的一年里,索尼发布了673亿日元的营业损失。并且估计全年的净利润为300亿日元。
索尼预测本商业年度的液晶电视销量下降11%,降至1750万台。游戏机操作台销量下滑11%,降至1600万台。而索尼新推出的游戏机Vita将要达到180万的销量。
索尼在一月份到三月份的14亿日元营业损失比5位分析师预测的平均100亿日元的损失要少得多。
在上个月的一次新闻发布会上,平井简单描述了一下索尼的未来。他表示索尼未来主要将会依靠移动设备如Xperia智能手机,游戏机,照相机以及医疗设备和汽车电池,同时也会削减已经连续8年亏损大100亿美元的电视机业务。
索尼在全球裁员10000人,约占总员工的6%,并且将投入750亿日元用于本商业年度的重组费用。索尼在前CEEO Howard Stringer6年的任期中,经历过两轮的裁员。
高盛分析师Takashi Watanabe在上个月的一份报告中表示,索尼打算双倍提升自己在智能手机市场的份额的,但是似乎还没有找到能够实现差异化的策略。
在任还不到一个月,平井就为团队销售定下了两年内85万亿日元的销售目标,营业毛利润大概有5%。他在4月12日的新闻发布会上称,这是我们唯一能够实现改变的机会。
他并没有具体说明索尼将会如何实现中期目标,而股东们则是担心许多消费者都奔向三星和苹果的数字产品,索尼的未来堪忧。自从年初以来,索尼的股票下降了12%,而日经指数则上涨了7%。
Sony shares, valued at below $15.5 billion, this week slipped to a quarter century low, a sign of how the Walkman and PlayStation maker has lost its innovative edge and fallen behind rivals Apple (AAPL.O) and Samsung Electronics (005930.KS).
Under new CEO Kazuo Hirai, Sony is slashing costs and jobs in a bid to turnaround its struggling TV unit. While considering partnerships to help Sony compete better in TVs, Hirai is looking to cameras, gaming and smartphones to spur growth.
Sony expects operating profit of 180 billion yen in the year to next March, compared with a consensus estimate of 173 billion yen among 18 analysts surveyed by Thomson Reuters I/B/E/S. In the year just ended, Sony posted an operating loss of 67.3 billion yen. It forecast a full-year net profit of 30 billion yen.
Sony expects sales of liquid crystal TVs to fall 11 percent to 17.5 million this business year, and predicted sales of its PlayStation games console would also slip 11 percent, to 16 million. It forecast sales of its new Vita handheld games console would reach 1.8 million this year.
Sony's January-March operating loss of 1.4 billion yen was narrower than the average 10 billion yen loss estimated by five analysts.
At a briefing last month, Hirai sketched out a future driven by mobile devices such as the Xperia smartphones, gaming and cameras, as well as medical devices and electric car batteries, along with big cost cuts in a TV business that has lost more than $10 billion in 8 years.
Sony is cutting 10,000 jobs - 6 percent of its global workforce - and will take a 75 billion yen restructuring charge this business year. The company underwent two rounds of layoffs during previous CEO Howard Stringer's six-year tenure.
"Sony is looking to double its smartphone market share, but we saw no clear strategy for differentiation," Goldman Sachs analyst, Takashi Watanabe said in a report last month.
Little more than a month into his job as CEO, Hirai has set a target for group sales of 8.5 trillion yen ($106.85 billion) in two years, with an operating margin of more than 5 percent. "This is our only chance to change," he told an April 12 news conference.
He has yet to spell out just how Sony will achieve those mid-term targets, and investors are concerned about Sony's prospects as consumers flock to gadgets made by Samsung and Apple. Since the start of the year, Sony shares have dropped 12 percent, while the benchmark Nikkei 225 index .225 has gained nearly 7 percent.