Show me the official figure of 15 million xbox. I don't like fortune-telling on coffee grounds
That's even more impressive if you consider that Microsoft's games are coming day1 to pc and millions of devices by xCloud and that according to the internet the only reason to buy a console are exclusive games.
kyliethicc
Member
Yeah it's for Sony Corp over like 2-3 years. And not purely for acquisitions.
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kingfey
Banned
PlayStation won't get all those $30b. Sony needs those money for the rest of the company. They can't splash it on 1 division, like people here expects them to.
Apparently Sony's CFO said Sony plans on investing $30 billion ($4 trillion yen) into strategic investments
Also, this is their progress so far on their 4th mid-range plan
Based on this infographic, they have somewhere around $9 billion left for acquisitions.
Varteras
Member
There is a lot of that being used for capital expenditures like stock buybacks. I don't know exactly how much is being used for that. Sony's current mid-range plan ends March 2023. So a little over 10 months from now. At which point they will come up with a new one. While the remaining budget is indeed for the whole company, the games industry has been targeted as the biggest growth vector for Sony. So expect the lion's share of the remainder, if not all of it, to be spent there. They have around $8 to $10 billion left in their current plan.
Yeah, until March 2023. Then they'll come up with a new budget plan.
I say it again. I'm not interested in fortune-telling on coffee grounds.
You wrote a lot, and it probably makes sense to you.
It doesn't make sense to me at all when there's a shortage of consoles and some people are literally buying an xbox because there's no ps5 on the shelf.
Analyzes and forecasts should be done when the supply improves and stabilizes.
Many here are shouting about the strongest market for the xbox - the United States.
But let's see what they're going to say when Spider-Man 2 comes out, which will literally single-handedly take Ps5 sales to the top spot every month.
Sure, but that is the new estimated profits while the income grew by much much more. So if you make much much more and you achieve even less… well.
Revenue: increases by ~920 million Yen
~Profits: decreases by ~44 million Yen
Total costs increase: ~964 Million Yen
Trying to figure it out.
Roughly using their forecast:
PS5 hardware should be about 300 million Yen and the cost will be the same or higher (1/3 of the increase)
PSVR2 is one unknown.
Then its all unknowns after that like increased ARPU from network services and currency change.
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In fact, the report is rather boring. There is nothing interesting to see here.
Only that they have about 10 billion left before the end of the financial year, for acquisitions.
And something more detailed and concrete will come only in two weeks.
God, is it really another month of gaming emptiness?
Only that they have about 10 billion left before the end of the financial year, for acquisitions.
And something more detailed and concrete will come only in two weeks.
God, is it really another month of gaming emptiness?
How much will Square Enix cost now with overpayment? About 7-8 billion?
Physiognomonics
Member
First party software FY20: 58.4 -> FY21: 43.9. That's 25% down on software sales.
Now that PS4 is less there to muddy the waters, numbers don't lie: their first party strategy on PS5 (games at 70$ 80€, PC strategy) is a failure. I was expecting this.
Now that PS4 is less there to muddy the waters, numbers don't lie: their first party strategy on PS5 (games at 70$ 80€, PC strategy) is a failure. I was expecting this.
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Snake29
Banned
They hope it is. The PS5 will leave a enormous gap when the availability is normal.
Bernd Lauert
Banned
The heavy hitters (Horizon and GT7) only came in the last two months of the FY. That skews the numbers a bit. FY22 will look better, assuming GoW comes out this FY.
Yet again. It doesn't matter.
When all consoles are sold without a shortage, then only then will it be possible to make some kind of analysis and forecasts.
I think objective numbers won't please some here.
kyliethicc
Member
Anywhere up to like 15-20 billion. Depends.
Say Square's worth like 5 billion (or close enough).
If they don't want to sell, you'd have to offer them like 2-4x share price.
It's important to remember that Zenimax and Activision Blizzard both wanted to sell.
AnotherDayAnotherDollar
Banned
2/13 Spider movies. Okay.
6/9 Spider movies.
5 Spider movies planned in 2023. 7 Spider movies planned in a 12 month period (04/01/2022 - 03/31/2023)EDIT: Messed up on the 7 movies in 12 months but it was 4 AM. 6 spider movies planned for FY 2023.
I think Sony may be going a bit overboard with these Spider related movies.....
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kyliethicc
Member
You're also comparing to FY20. One of their best years ever for 1st party. End of PS4 gen, lots of games on sale often.
Various older games, plus they shipped TLOU2, Ghost, Miles Morales, Demon's Souls, and Sackboy.
While in FY21 they shipped Returnal, Ratchet, and just got HFW and GT7 out before Q4 ended.
New gen with limited install base, etc.
The period when 2 of their games released, and the listed figure for 1st party software sold in that quarter.
Nope.
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Heisenberg007
Gold Journalism
What is this? Did I miss something?
Chukhopops
Member
Interesting that MAUs and PS+ subs are basically flat for over a year and a half now.
Makes sense that they try to improve their PS+ revenue with new tiers (upwelling) when it's become more difficult to attract out of their current player base.
Makes sense that they try to improve their PS+ revenue with new tiers (upwelling) when it's become more difficult to attract out of their current player base.
nominedomine
Banned
Pretty decent. Supply is killing them but it's good that they expect to sell 18m in the next year.
The PS5 is competing against two consoles, including a $300 one that is way easier to produce yet it's still able to mantain a sizeble lead (even if its not over 2:1 at the moment as it was at the end for PS4).
I wish they were more specific with software sales.
PS+ old model seems to have hit it's celling, lets see if the new one and m9re PS5 sales is able to get them over that 50m barrier.
The PS5 is competing against two consoles, including a $300 one that is way easier to produce yet it's still able to mantain a sizeble lead (even if its not over 2:1 at the moment as it was at the end for PS4).
I wish they were more specific with software sales.
PS+ old model seems to have hit it's celling, lets see if the new one and m9re PS5 sales is able to get them over that 50m barrier.
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Dick Jones
Banned
Could be down to knowing it's not reaching its initial target and held some stock for the next year. This reduces the likelihood of failing to reach targets two years in a row. The number held back mightn't be huge but if the supply restraints can be loosened in the coming year it will help reach the 18m.
Tiago Rodrigues
Member
I mean if they sold 19.3M PS5 for now and expect to sell 18M for the next year alone that's huge for them. They sold like 11M the previous year. It's s 7M increase in units.
That would put the PS5 at 36M in a year.
That's better than I thought!
That would put the PS5 at 36M in a year.
That's better than I thought!
kyliethicc
Member
Yeah I wonder if they're planning to or have switched PS5 SoCs onto TSMC 6nm. Maybe Sony had stopped ordering many 7nm wafers. Could explain why they knew supply was going to be so low this recent quarter, but now expect it to increase significantly over the new FY. TSMC N6 has better yields than N7, smaller dies = more chips made per wafer. There is a rumor that this is coming. Idk who wrote it tho, was a while back.
ANIMAL1975
Member
'They do it to us we do it to them muah ah ah'
Arrogant Sony with free multiplayer and more first party exclusives and more variety of genres? Sign me in!
Arrogant Sony is a meme created in the beginning of the gen because of the ps3 price and that unfortunate response of one guy to 'get a second job if you can't afford it' _ everything after was a run to turn around the bad start.
We saw the same mistakes repeated in Xbox one in the start of the gen _ the bad hardware calls (multimedia expensive box just like ps3) and that suit telling people to get a 360 if you can't have a product with internet always on _ almost spitting imagine lol, no one calls it an arrogant Ms gen, just the beginning, everything else was a fight for the turn around.
nominedomine
Banned
There aint no shortage of Series S, not even in the US. Imagine if Sony had a $300 PS5 not limited by supply.
It's ridiculous to compare numbers now even between the Series and the Xbox One. MS has two consoles this time targeting two very different price points. Who knows the impact something lile this will have as the generation progresses?
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Bernd Lauert
Banned
It's an interesting thought experiment for sure. I wonder how well a $300 4TF PS5 would sell.
elcapitano
Member
kyliethicc
Member
Sony lists the volume of 1st party games sold every quarter.
Tiago Rodrigues
Member
Close to 20M in 18 months...and they predict 18M for the next 12 months is a great thing.
PS5 will be above 40M units sold by the time stuff like Spider-Man 2 releases. That's a respectable number already for them.
I hope we never find out.
Nobody wants another shitty stump, technically speaking.
Sorry
If it's a prediction that ends April 1 next year, then Final Fantasy 16 would be a decent base too. I think the game will be released in March 2023
Bernd Lauert
Banned
Doubtful. It would sell millions of pieces, just like its competitor.
Your first mistake is thinking Xbox is at 15M.
All first party in that quarter I believe
kyliethicc
Member
Yeah they should be aiming for like 47 million by end of (calendar) 2023. Maybe like 50 mil by end of FY23.
They'll need a lot of supply for fall 2023 when Spidey 2 hits.
Tiago Rodrigues
Member
That and Wolverine a bit later.
I honestly don't think we'll see PS5 just sitting in shelves for most of this gen tbh.
nominedomine
Banned
It would and then every PS exclusive for the next 10 years would be tied to a 4TF console. No thanks, selling a few million less units now so that they don't have to drag around a weaker console all gen is much better.
A few years from now it wont matter that the Series S is much weaker than a PS5 DE, both will be easy to make.
A $299 PS5 DE is extremelly more apealing than a $199 Series S. Specially since by then Sony will have already roled out the new PS+ so Gamepass won't matter as much as it does today.
It's also a lot easier to show up with a PS5 Pro now compared to if they already had two completelly diferent PS5s out there.
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Does Sony acquiring netease cloud music, necessarily mean anything for netease games?Apparently Sony's CFO said Sony plans on investing $30 billion ($4 trillion yen) into strategic investments
Also, this is their progress so far on their 4th mid-range plan
Tiago Rodrigues
Member
Sounds like there's a light at the end of the tunnel.
Things are already getting better and the new TSMC Factory deal will also improve on this later on!
LiquidMetal14
hide your water-based mammals
Going out of business sale incoming.
John Wick
Member
Clown is at it again......
John Wick
Member
We don't know what the ratio would be if they weren't supply constrained. Doubt it would be 3:1. Maybe 2:1 at best.
And you have a dude in this very thread claiming that it would easily be 3:1 without supply constraints. Meanwhile in reality, it's something like 1.3:1.
nominedomine
Banned
God of War 2018 sold over 20m+ as well and should come out this year as well.
Sony hasn't really shown their hand except for Insomniac games but that alone already means 2022 and 2023 are going to be massive for the PS5.