[Bloomberg]Sony gives underwhelming outlook. DFC Intelligence's David Cole says "The delay in GTA VI is a real blow to the PS5."
Hudo
Member
I have already accepted that, which is why I don't own a Playstation 5. I still can say, though, that I think it is quite easy for Sony to "lead" that specific (and big) niche of the market, if their main competitor, Microsoft, have self-sabotaged themselves into the ground. If you count Nintendo as a competitor, then they're not leading.
I still would like a new Motorstorm and/or Wipeout, though.
![L*][*N*K](/data/avatars/m/842/842515.jpg?1750247637){kind=avatar}
Buggy Loop
Member
But Microsoft is enjoying big sales on PS5 because even Sony forgot to publish on it
Woopah
Member
It sold more than 15 million units. A game that popular pushes systems.
Sonik
Member
Yeah blame GTAVI, not the Sony braindead troglodytes that ruined an entire console generation with a ridiculously huge investment in live service slop that bit them in the ass
I'm so done with consoles man, they're run either by obnoxious greedy fucks like Nintendo or morons who don't even understand gaming like Sony and Microsoft
I'm so done with consoles man, they're run either by obnoxious greedy fucks like Nintendo or morons who don't even understand gaming like Sony and Microsoft
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Cakeboxer
Member
How can it push anything when said system was constantly sold out until February/March 2023? The system would have been sold out even if it came with a used condom.
justiceiro
Marlboro: Other M
Ps6 when?
Woopah
Member
People buying a system do it because they want to play games on it.
Some of the people who wanted to buy a PS5 and Ragnarok were able to do so in late 2022. Those who couldn't find a PS5 in stock bought the system and game in early 2023 instead.
Imtjnotu
Member
So that leaves with with even more incompetence in AMD
Or even worse greed in Nvidia
Sounds like you're getting your back blown out on all sides
Physiognomonics
Member
They don't have any first party games selling their consoles right now and are dependant of third party software. This is the main problem here. If only they didn't put billions and years of game dev in pursuit of nothingness.
Yeah poor PlayStation plans to have the biggest year of profits this year
Sony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
GigaBowser
The bear of bad news
nintendos releese 1 first party games a monthsSony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
True, but fanboys will defend anything coming from the brand, no matter how bad it's for them as consumers
Pedro Motta
Gold Member
This guy should be a banned source here, this is beyond ridiculous (and obvious) at this point.
reinking
Gold Member
Team Skoda
Neo Member
I just hope that GTA6 will deter more people from moving to Florida. Lol
The hell are you talking about? This article was based on the financial report that shows them forecasting their highest profit year everSony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
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Audiophile
Member
My hope is that GTAVI releases and is of such ridiculously high quality and so mind-blowing, that it leads to a vast amount of industry-wide discontent with other so-called AAA titles that aren't up to snuff. With disinterest and distraction forcing other game creators with reasonably high budgets to up their game or fall behind.
R* may have a much bigger budget but their scope is also much, much bigger. If GTAVI has a main dev budget of $1B, then if you're putting out a game with 1/4 of the scope and a budget of $250m, then you should be able to reach the same ballpark in quality.
If GTA really lands, I don't think it saves the industry in the short term, if anything I think it hurts it, but out of that others can grow again.
R* may have a much bigger budget but their scope is also much, much bigger. If GTAVI has a main dev budget of $1B, then if you're putting out a game with 1/4 of the scope and a budget of $250m, then you should be able to reach the same ballpark in quality.
If GTA really lands, I don't think it saves the industry in the short term, if anything I think it hurts it, but out of that others can grow again.
__SteakDeck__
Member
Except. PS has never needed their 1st party. They've always been reliant on 3rd party.
LavitzSlambert
Member
What's sad is everyone who worships GTA like it's the second coming of Christ. With any luck whatsoever maybe it will be a wake up call that the series has been put on a pedestal it doesn't deserve and Rockstar will stop having outsized influence when they don't really do anything different than any other AAA dev and exist mostly on their brand from 20 years ago.
laynelane
Member
Sony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
Most people are just disagreeing with the premise set out by Bloomberg article. I'm not reading that as being fanboys so much as having the ability to make rational conclusions based on data provided.
Bernardougf
Member
Yeah apparently revenue filling shareholders pockets is some kind of victory for gamersSony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
I guess you like it better when companies result to $80 games to make up for smaller user-bases & inflation
Aces High
Gold Member
The more dominant a corporation becomes, the worse the situation will get for gamers.
It's super simple: corporations are not friends.
archangelmorph
Gold Member
The GTA comment is telling when combined with the comments around US tariffs.
"We're reliant on GTAVI as a system seller…"
Said in the same breath as…
"We may need to put the console prices up in response to tariffs…"
There's a direct inverse causality here, as a subtext to the article; where they'll be pushing themselves into a position of having to rely on GTA-like system sellers to shift console units, because they box will be too expensive.
This a dumb fucking strategy…
MS doesn't care about hardware, and as such, scaled its prices (all over the world btw) to account for the US tariff landscape, knowing hardware sales would slow as a result. They just don't care because it's all about Xbox everywhere and so long as they can sell games and they aren't losing money on boxes they don't care if HW sales decline further than they already are.
Sony are in a leading position and can't afford to take this route.
They should be doing the opposite.
CUT console prices and watch boxes fly off shelves, watch attach rates soar and software sales drive into the stratosphere.
When cost of living is high, consumers will spend less on entertainment and luxury more broadly. But a console is a one-in-ten-years entertainment "investment" that sets them up for engagement, which they now have a lot more time for, because they're cutting back on going out drinking, restaurants, cinema, etc etc.
In terms of pure entertainment value-for-money, the console market should remain buoyant through this macroeconomic epoch, so they should be maximising their chances to push PS5 to take off and do PS2 sales numbers, not trying to erode it.
"We're reliant on GTAVI as a system seller…"
Said in the same breath as…
"We may need to put the console prices up in response to tariffs…"
There's a direct inverse causality here, as a subtext to the article; where they'll be pushing themselves into a position of having to rely on GTA-like system sellers to shift console units, because they box will be too expensive.
This a dumb fucking strategy…
MS doesn't care about hardware, and as such, scaled its prices (all over the world btw) to account for the US tariff landscape, knowing hardware sales would slow as a result. They just don't care because it's all about Xbox everywhere and so long as they can sell games and they aren't losing money on boxes they don't care if HW sales decline further than they already are.
Sony are in a leading position and can't afford to take this route.
They should be doing the opposite.
CUT console prices and watch boxes fly off shelves, watch attach rates soar and software sales drive into the stratosphere.
When cost of living is high, consumers will spend less on entertainment and luxury more broadly. But a console is a one-in-ten-years entertainment "investment" that sets them up for engagement, which they now have a lot more time for, because they're cutting back on going out drinking, restaurants, cinema, etc etc.
In terms of pure entertainment value-for-money, the console market should remain buoyant through this macroeconomic epoch, so they should be maximising their chances to push PS5 to take off and do PS2 sales numbers, not trying to erode it.
Hypereides
Member
Nah, man. That's the fanboys. Don't group us up with them. They become hostile or aggressive to any kind of fair critique at PS. Some of us want them to do better than they currently are with their output.Sony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
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No_Cartridge
Neo Member
I get where you're coming from, and there's truth in the idea that consoles are seen as long-term investments, especially when people are cutting back on other kinds of entertainment. But I think there's another side to this.
Cutting the price of the PS5 sounds great in theory , especially to drive up volume, but it's not always that simple. Sony still relies quite a bit on hardware margins, unlike Microsoft, which has leaned more into software and services. With tariffs and global costs rising, slashing prices could hurt more than help, especially if they're already close to break-even on the hardware.
And using GTA VI as a system seller isn't really a bad strategy, it's actually a pretty proven one. Big titles like that bring a ton of excitement and can help justify the cost of a console for a lot of people. We've seen it work time and again.
Also, while a price cut might boost short-term sales, Sony may be playing a longer game focusing on recurring revenue from PS Plus, digital game sales, and keeping people within their ecosystem. It's not just about units sold anymore, it's about how much people engage once they're in.
Comparing this era to the PS2 days is a bit tricky. The market's changed a lot! Higher dev costs, more competition, and a shift toward digital services. What worked then might not be the best move now.
So while I see the appeal of cutting prices to boost momentum, Sony is likely balancing more factors than we're aware of and data we don't have access to so are taking a different route doesn't necessarily mean it's the wrong one.
PlayStaytion
Member
Bad analogy. It's just year 2025, the next 3 years holds contents worth more than what we've got in the last decade.
Sony’s Outlook Underwhelms With US Tariffs Weighing
Sony Group Corp. offered an underwhelming forecast for the year ahead, with the burden of US tariffs wiping out expectations for an increase in operating profit.www.bloomberg.com
He is the same idiot who posted alarmist articles about playstation all the times? Just to know. Anyway yeah GTA6 delay probably could give some negative impact on Sony finances but doubt anything of relevant.
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Yep a Takashi article from a month ago. Sony went up 11% shortly after the earnings report yet he still went with this alarmist headline. Simply forcasted profits flat due to tarrifs and GTA delay but still the highest it has ever been at $13b. somehow his own opinion thinks this was underwhelming as if it is expected to be always rising. Then we come to gaf and complain about how the push for higher and higher numbers by stockholders is destroying gaming. The stockholders were fine with it but clearly Takashi was not, like everything else Sony business related.
They're well aware of this hence why they mentioned it as factors that will keep profits flat but unfortunately you can't create additional yearly profit by decreasing hardware price (which they did do this month to build install base and will have lower profit because of it and eating tarrifs).
the LTV of a console buyer is decreasing as free to play games have taken over so you're not going to be offsetting the losses of a pricecut quickly hence why they forcast flat profits and are doing what you're suggesting. They have to rely on system sellers like GTA6 to boost sales and make more rather than the decreased hardware profit to make it back later.
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FrankWza
Member
Better than cheerleaders of acquiring publishers of multiplat studios and attempting to make games exclusive.
We all remember that
Bernardougf
Member
I think its the same shit ... people cheering for any shareholder happiness without thinking what the fuck they are winning with this is just pure blind brand fanboysm
"The first party output is the worst ever!!"
"Shhh ps5 is selling like crazy be happy sony bro, rejoice"
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Bernardougf
Member
I wished sony were pumping out 80 dollars first party bangers to sell me one after the other ...its why I bought their damn 800 dollar console.
Btw is so cute that you think they will not raise game prices pretty soon
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Bernardougf
Member
The brand blind love some people indulge its just sad.
Maybe but in the meantime they haven't , PS6 might be a different story when the user-base reset
Xbox 360 slim
Member
I feel like I clicked on iconera sometimes.Sony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
Xbox 360 slim
Member
I can't take this serious when sony has been moneyhatting mutliplats since 1996. Those moneyhat deals fooled people into thinking titles were "exclusive". Increasing the PS brand and mindshare. Still is to this day.
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Pedro Motta
Gold Member
The Payroll is so obvious it hurts.
archangelmorph
Gold Member
I hear you.
I don't think you really need a material price cut. Just a symbolic one to cement the commitment to "delivering value for gamers" even in the face of economic uncertainty and it makes them look more focused on their consumers vs profits vis-a-vis MSFTs strategy.
Whether they need to do this given the severely weakened competitive pressure they're seeing from MSFT now vs previous gens is a fair argument though.
I think your points around engagement are fair.
I think Sony should work harder to cement PS as the "platform of choice" to play the biggest and best GaaS titles out there rather than burning money like all hell to try to build their own.
There are so many Chinese and Korean studios building crazy polished AAA GaaS games from Genshin, to ZZZ, to Tower of Fantasy, to Inzoi, to Wuthering Waves etc etc.
These games do gangbusters in annual revenue via IAPs and it would likely cost Sony significantly less take measures like the following to encourage their player bases to engage via PS so they get their IAP 30%:
- invest in parachuting devs to these studios to optimise builds to make sure the PS5 versions sing
- invest in exclusive content for PS5 versions
- invest in gatcha cameo characters from Sony's IP stable
- invest in PS Portal optimisation too
- I mean buy some of these studios (or make majority/minority investments at least)
- invest in supporting these studios through trans-media partnerships to help them build their IPs further (e.g. Sony Pictures or Crunchy Roll Genshin anime etc)
Hector Hall
Member
Sony fans are becoming the equivalent of Nintendo zealots, not caring about what they get, just what the company gets from you, "yay! profit going up, yay!!!"
What they get is each and every game released, basically. Compared to PS4 they have the same plus Microsoft games and more oriental games, hard to be upset.
The "Bu-bu-but you should only care about first party, internally developed by owned studio , IP owned, non GAS games??!" is a distorted narrative made up for console warring and with little sense in the real world.
HeisenbergFX4
Member
Fixed
thismeinteil
Member
Sony is enjoying its best console gen ever, financially speaking. They have reversed the ridiculous GAAS focus for every studio. Their closest competitor has all but announced defeat and are now publishing games on Sony's console.
No matter what, this guy is always going to post a negative take on any news for Sony. Other than to laugh at him, there's really no point for them. His desperate "make the news happen through my written word" approach to Sony is not working.
No matter what, this guy is always going to post a negative take on any news for Sony. Other than to laugh at him, there's really no point for them. His desperate "make the news happen through my written word" approach to Sony is not working.
FrankWza
Member
You cant see thw difference in paying to fund a game sb or lending an engine like Playstation did for death stranding VS xbox using microsoft money to buy Activision to keep cod from releasing on PlayStation when xbox was going to get that game anyway?
FrankWza
Member
Your points are debatable, but profit leads to that company staying in business. The gen is not over. If their output is so bad then why is a certain group cheering for dayand date from PlayStation? Why the port thirst?
Because they know that xbox tried this and it failed. Miserably. Playstation cant afford that. Their profits arw important because they dont have Microsoft to bail them out