I think this year with Starfield, Forza and Minecraft Legends plus completing the acquisition they should start to recover, and then to continue growing the following years thanks to a big amount of very appealing first party content plus having got rid of chips shortages.
If they don't achieve that, then I think they should consider to forget to make another generation of consoles (at least by themselves, they could license the brand as their own 'Steam machines' manufactured by 3rd parties) after the current one and instead to start doing a Sega and transition to a full multiplatform 3rd party publisher in consoles.
I think they aren't in an alarming, dangerous point right now, but could be in a couple of years if they don't see a big improvement after the acquisition.
Well, Sony finally has their supply issues sorted.
Seems this quarter was the best one ever for PS5 hardware sales, but the amount of units sold in countries like Japan or Spain continues to be too small compared to the normal PS sales, with isolated weeks with higher than usual isolated bumps. I think they are still supply constrained. Maybe sorted the issue in some countries, but in other ones seems to be still there.
I see some weird takes and spins in this thread. A few questions:
- Why did Xbox console sales decrease? In year 2, console sales usually increase. It means there's less demand than before, which is concerning. On the other hand, PS5 sales are increasing. That is a bad signal.
I assume due to lack of big exclusive big sellers for that quarter, while the direct competition was getting a new GoW and a new Pokemon.
- Third-party software sales decreased in a quarter that Call of Duty MW2 launched in? That doesn't sound good, but we should wait for Sony's results to see if other factors were involved.
Considering it has been the best quarter ever for PS5 HW sales and that GoW debuted with record numbers I assume that Sony will also have good software numbers for the quarter.
- It is clear that Gamepass is not helping increase software sales like the initial claim was.
Well, I think their real idea was the opposite: to sacrifice game sales to get instead revenue from a lot of subscriptions and since these games would get more players than with full priced sales, to get also more revenue from addons (mtx/dlcs/season passes/etc).
- Talking about Gamepass, where are the numbers? It has been 370 days since they last shared Gamepass subscriber count. Microsoft doesn't share console numbers because, apparently, "console sales do not matter; Gamepass subs matter." But they don't share Gamepass numbers either now. There should be more noise about that, so we at least get some data from them.
Normally when they stop sharing numbers it's because they aren't proud of them. Every quarter they mention growth, but as I remember some months ago MS mentioned to a number that was like 25M, but maybe did choose that number because it was the last shared one. Maybe they aren't stuck at 25M.