Sony Tries To Push Right PSPgo Buttons With Retailers
14 October 2009 - 12:11AM
Dow Jones News
Sony Corp. (SNE, 6758.TO) has to sell retailers as much as
customers on its new PSPgo handheld game player.
Best Buy Co. (BBY) and Sony's other retail partners generate
much of their videogame profits by selling games and accessories
rather than the game players, and Sony's new $249 gadget only
downloads games from the Internet.
As a result, Sony faces a tricky balancing act. It must keep its
vast network of retailers happy, because they help sell the game
consoles, but the company also has to adjust to the new reality and
profits of delivering lower-priced games online.
Sony's solution: Game cards, which let retailers remain the
middlemen in game sales. The cards are passes to download specific
games from Sony's online bazaar called the PlayStation Network. The
cards are in addition to prepaid ones retailers now sell that add
funds to a PlayStation Network account.
Also, Amazon.com Inc. (AMZN) has in the last week become the
first online retailer to provide access to the PlayStation Network
by selling "access codes" to certain games. Sony's talking with
other retailers about reaching the same arrangement, according to
Peter Dille, Sony's senior vice president of marketing amd the
PlayStation Network.
Retailers remain cautious. For example, a Dutch store chain
refuses to sell the PSPgo. Others appear to be bowing to the
realities of the day. "These developments have been anticipated for
some time, and we're excited about the possibilities digital gaming
presents to us and our customers," Best Buy senior vice president
Chris Homeister said.
For its part, Sony has many reasons to move towards digital
games, such as not paying retailers the typical 20% share for
putting the games on their shelves. Also, so far, it is providing a
halo effect on Sony portable player sales, which provides the
company with another argument for retailers to sell the new game
player. Since the PSPgo's introduction, Sony retail partners say
sales of all PlayStation portables jumped 300% from the week
before.
The PSPgo isn't expected to be much of a revenue driver yet, as
reflected in the price of Sony shares traded in North America. They
fell 50 cents to $28.20 during the first week of PSPgo sales. The
collective yawn is understandable: Analysts see sales of PSPgo as
merely a blip for a company with annual revenue of $79 billion.
Rather, the PSPgo's value to Sony is in adjusting Sony to the
slow motion process of digitizing videogames.
"Digital distribution will continue to grow, probably for next
10 years," said Jesse Divnich, analyst for digital entertainment
research firm Electronic Entertainment Design and Research. "It's
in the best interest to try to take advantage of these trends
now."
-By Ben Charny, Dow Jones Newswires; 415-765-8230;
ben.charny@dowjones.com