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[Felessan]

Mass market will go to mobile. Especially Asia the smartphone is the only screen they have. It's goddamn depressing.

No
It's already not the case. Exactly Asian games proved this (games like Genshin take more than half revenue from big screen platforms - PC/consoles)
People like big screen gaming and mobile is not fit for it and given tech slowdown will never fit. You need separate device for big screen to not have your eyes bleed from the picture.

 

[Hector Hall]

Because at this point they're making more money than ever putting their games everywhere. Why stop?

In fact what they sell in PC+Others is so small... It's in Others Software and amounts for less than 1% of the software income.

Top sacrifice the exclusives as tent pole to attract people to your ecosystem and goodwill between your user base for those rubbish sales in other platforms is not very clever.

 

[PatientGamer]

But I thought Sony and PlayStation were doomed??

 

[ProtoByte]

PS5 is a juggernaut. It really is just the default traditional console to buy for the mainstream audience.

Then there is problem. Because the PS5 is now 1.9 million behind the PS4.

PS4 Breaks 80 Million Units Sold - IGN

PS4 software sales rocket up 36% year-on-year.

www.ign.com

 

[Topher]

They really need to step up and show out on their 1st party end.

 

[PeteBull]

PS2 sold 155 million units wolrdwide. So this is a serious setback.

Keep in mind about 1/3rd of ps2 units sold in developing(3rd world/poor) countries at the end of the console lifespan(it reached 100m in 2008 when ps3 already launched obviously) and console was so cheap it already got cut price to 200$ in 2002, may 2004 it was already only 150$ and 2009 onwards it was literally 99$( it also sold 160m of units, official data).

PlayStation 2 - Wikipedia

en.wikipedia.org

https://vgsales.fandom.com/wiki/Price_cuts#PlayStation_2_price_cuts

It became the fastest game console to sell 100 million units by 2008, accomplishing the feat within 5 years and 9 months from its launch

By July 2009, the system had sold 138.8 million units worldwide, with 51 million of those units sold in PAL regions

By 31 March 2012, twelve years after its launch, over 155 million units were sold worldwide.

In February 2024, Jim Ryan (CEO of Sony Interactive Entertainment) confirmed on the Official PlayStation Podcast that the PlayStation 2 had sold 160.63 million units worldwide. This statement was not directly corroborated by Sony themselves until eight months later, when this figure officially appeared on the PlayStation 30th Anniversary website in November that year.

 

[yogaflame]

No
It's already not the case. Exactly Asian games proved this (games like Genshin take more than half revenue from big screen platforms - PC/consoles)
People like big screen gaming and mobile is not fit for it and given tech slowdown will never fit. You need separate device for big screen to not have your eyes bleed from the picture.

Off topic: Its such a great experience to play on your couch on a 65 inch 4k TV. I enjoyed Stellar blade, gt7,death stranding 1, death stranding 2, astrobot, silent hill 2 remake, ff7 remake and ff7 rebirth, Battlefields, etc. on TV.

 

[Topher]

You DO realize that "other" company is now valued at 4 trillion as of just last week, right? Stick to bragging about your console of choice selling more. Because the company behind them is a lot poorer than the company behind the "other" box.

 

[nowhat]

Things can't be fucked up by the AI forever. CAN'T THEY?

I'm not sure. You probably should ask ChatGPT?

 

[Hero of Spielberg]

In fact what they sell in PC+Others is so small... It's in Others Software and amounts for less than 1% of the software income.

Top sacrifice the exclusives as tent pole to attract people to your ecosystem and goodwill between your user base for those rubbish sales in other platforms is not very clever.

Well it doesn't seem to be sacrificing either, so why even give up the 1%

 

[Fabieter]

Yeah, paying American wages will help keep costs down

Yeah they would need to manufacture the whole supply chain in the us which will murder any console business.

 

[Baemono]

Then there is problem. Because the PS5 is now 1.9 million behind the PS4.

PS4 Breaks 80 Million Units Sold - IGN

PS4 software sales rocket up 36% year-on-year.

www.ign.com

They did their best to recover from their awful year 2022 where supplies issues were catastrophic (they only sold 13 million consoles that year), being only 2 million behind PS4 is quite the achievement

 

[Hector Hall]

It isn't bombing, their off-PS revenue is helping their total first party revenue aprox. doubling versus the year they started the PC push, the year before releasing PS5. In addition to this the off-PS revenue is also helping improve the profits of the division to the point that -combined with other things- SIE is now having more profits than Nintendo, and are being more profitable than SIE ever was.

There has been an expected YoY drop because last year Sony released their fastest selling game ever (thanks to its PC sales) while this year they had no equivalent day one major release in PC this or the previous quarter. That game (Helldivers 2) and Destiny 2 were among the top 10 best selling PC games of the year.


The ones sweeping GOTY awards last year and being more successful in almost all metrics is Sony, not Nintendo.


PS5 is on the second half of its lifetime. The yearly sales of any console make a curve, and once they passed their hardware sales peak year (PS5 already did it) they keep decreasing every year. Meaning, in theory the hardware sales during the next fiscal year (FY26, April 2026-March 2027) should be smaller than the ones they'll have in the current FY25.

If the GTA6 impact is so big that manages to keep the FY26 sales the same or slightly higher as the FY25 one already would be an insane success.

And this was considering that in the previous generations they were allowed to apply price cuts to the hardware over time, while in this generation they were forced to do the opposite due to insane inflation, tariffs, components pricing highly increasing, etc.


PS2 sold 160M units and PS5 is very close to become the launch aligned fastest selling PS console ever again.


Nah, only Xbox fanboys say that consoles are dying because the Xbox consoles are dying. But consoles as a whole are doing great: Sony is breaking records in home consoles and Nintendo is breaking records in portable consoles. Consoles aren't dying at all, particularly the PlayStation and Nintendo ones. But the Xbox ones yes.


No, because it would be very retarded and a suicidal idea for the long term knowing that every generation the AAA games get more and more expensive (so they need way more revenue to become profitable).

Their PC/multi-platform business is working very well and is being very profitable for them, in addition to also helping to increase the PS numbers by attracting some players from other platforms.


But hey, according to some people in gaming forums PS is doomed. xDD

Agree but a minor point, Helldivers 2 was reieased Q4 24, so this Quarter doesn't really compare to the release of Helldivers 2 last year.

Others Software sales is very poor and worst still, getting worse.

To trade goodwill between userbase and brand identity and attraction to your ecosystem for those poor sales outside is not worth it. Maybe some GAS as Helldivers 2 or Marathon should go PC, as in the old SOE days, but the one player experiences should remain totally exclusive, they are trading their identity and goodwill for peanuts.

 

[Radical_3d]

They did their best to recover from their awful year 2022 where supplies issues were catastrophic (they only sold 13 million consoles that year), being only 2 million behind PS4 is quite the achievement

And there is still GTA…

 

[Topher]

They did their best to recover from their awful year 2022 where supplies issues were catastrophic (they only sold 13 million consoles that year), being only 2 million behind PS4 is quite the achievement

Weren't they behind 3 million previously? If so, PS5 cut the margin by a third.

 

[yogaflame]

They did their best to recover from their awful year 2022 where supplies issues were catastrophic (they only sold 13 million consoles that year), being only 2 million behind PS4 is quite the achievement

Covid 19 Pandemic really has a big effect on supply and sales and of course our lives.

 

[TheGodfather07]

They did their best to recover from their awful year 2022 where supplies issues were catastrophic (they only sold 13 million consoles that year), being only 2 million behind PS4 is quite the achievement

No price cuts too. PS4 was already cut by $100 in the same time frame. So comparing them directly isn't a fair comparison.

 

[zapper]

Is there any way to verify this? Zubytech is a bit biased.

 

[tanners]

Is there any way to verify this? Zubytech is a bit biased.

bit biased? Zuby_tech is one of the hottest PS fanboy on X

 

[RetroGamingUK]

You DO realize that "other" company is now valued at 4 trillion as of just last week, right? Stick to bragging about your console of choice selling more. Because the company behind them is a lot poorer than the company behind the "other" box.

The "other" company has lost every console war since 2001

 

[coachmcguirk91]

Software sales up 23% is great. There has been a steady cadence of games this entire year

Also, this is why it annoys me when people say Playstation can't "afford" these crazy budgets for their first party games. They are making massive record profits this generation, even with their first party output struggling and canceling games. 1st party sales is such a small portion of their business compared 3rd party sales, MTX, and services that it shouldn't be a question

 

[ecosse_011172]

It's an ugly fucker but it's a great console.
Controller is fantastic, UI is fine, especially the Pro has solid performance.

It deserves to sell well.

 

[Topher]

Is there any way to verify this? Zubytech is a bit biased.

bit biased? Zuby_tech is one of the hottest PS fanboy on X

That's not what she said. She said the supply chain has been "diversified", but China still has a "high ratio".


edit: Disregard. This was three months old. Trying to find the updated quote

 

[jm89]

Is there any way to verify this? Zubytech is a bit biased.

His biased but this is him just reporting what sony are saying in their Q&A.

Although he never sources his quotes which is annoying, so he might leave stuff important info out.

 

[jm89]

That's not what she said. She said the supply chain has been "diversified", but China still has a "high ratio".

That's from may. Maybe things have changed since then.

 

[zapper]

That's not what she said. She said the supply chain has been "diversified", but China still has a "high ratio".

14 May.
I'd like to know if these are new statements or if Zubytech made them up.

 

[Topher]

That's from may. Maybe things have changed since then.

Ah....thanks. AI failed me again

 

[tanners]

That's not what she said. She said the supply chain has been "diversified", but China still has a "high ratio".

That's not what she said. She said the supply chain has been "diversified", but China still has a "high ratio".



edit: This is three months old. Trying to find the updated quote

Although this is not the topic, But we might under estimate Chinese market impact on PS
BMW released in last year and it boosted Sales in that country in 200%, currently NS2 was not officially on that market and Series S/X just a big L on every east asian market,making the PS5 most sold console since 2023

 

[Luminoth-4545]

Year over year quarter 1 hardware shipments are 0.1million up from 2.4 million.

Platstation 5 Versus Playstation 4

For the 1st quarter of the 5th full fiscal year (purple) the 2.5 million the PS5 shipped is 0.7 million down on PS4's 3.2 million and after 19 quarters the PS5 totals 80.3 million compared to 82.4 million for the PS4. This means launch aligned the PS5 is 2.1 million behind the PS4.

 

[Astray]

Is there any way to verify this? Zubytech is a bit biased.

She said it in the investor call today I think.

Also it seems like the Bungie deal got paid off entirely and that's why the profits jumped up this much, SIE literally beat Microsoft with one hand tied behind their back lmao.

 

[jm89]

She said it in the investor call today I think.

Also it seems like the Bungie deal got paid off entirely and that's why the profits jumped up this much, SIE literally beat Microsoft with one hand tied behind their back lmao.

If sony had a time machine you can bet someone would go back and dropkick jim ryan and whoever else at the thought of buying bungie.

Future outlook not looking great with bungie and impacting profits for many quarters.

 

[Inanilmaz]

PlayStation is the McDonald's of gaming. Shit sells regardless of quality.

 

[Astray]

If sony had a time machine you can bet someone would go back and dropkick jim ryan at the thought of buying bungie.

I don't think it's unsalvageable tbh. Clearly there are big issues though and they need fixing.

Lin Tao also confirmed that SIE is also absorbing them into Playstation Studios.

 

[MikeM]

Not salty at all. I make money off neither company and neither do you. I just find it weird when you guys say things like you hate when Xbox owners talk about MS trillions while bragging about anything sony sells…. Talk about pot calling the kettle black. But carry on telling your self I'm salty about business that don't line my pockets as if it somehow lines yours it's corny. Feel how you wanna feel about it.

Why not? Buy their shares if you are going to defend them so bad since you believe in them that much.

 

[Kerotan]

So much profits, so few games. But hey maybe Sony will find ways to price increase PS5 again in 2026. Just blame it on inflation or the war in Gaza or something. It seems to have the idiots at R*Era tricked atleast.

HAMAS are holding Mark Cerny hostage.

 

[Klosshufvud]

Year over year quarter 1 hardware shipments are 0.1million up from 2.4 million.

Platstation 5 Versus Playstation 4

For the 1st quarter of the 5th full fiscal year (purple) the 2.5 million the PS5 shipped is 0.7 million down on PS4's 3.2 million and after 19 quarters the PS5 totals 80.3 million compared to 82.4 million for the PS4. This means launch aligned the PS5 is 2.1 million behind the PS4.

Software sales are less too right? Sort of proves all those more billions made are due to increased profit gaps on their products and not due to an increase of volume sold. I wonder how much Sony can push that profit gap upwards until people are fed up. Paying $500 for a 2020 console + $100 for controller + $80 for just one game + $60 for a year of online play is already madness.

 

[Fabieter]

I don't think it's unsalvageable tbh. Clearly there are big issues though and they need fixing.

Lin Tao also confirmed that SIE is also absorbing them into Playstation Studios.

Its not all bad at bungie but sony clearly overpaid in a huge way. There were no way worth the asking price.

 

[Elios83]

Bungie won't stay independent for long.

 

[Astray]

Its not all bad at bungie but sony clearly overpaid in a huge way. There were no way worth the asking price.

We don't know how much they paid exactly, just the upper cap of it. The deal seems to have had a lot of complex conditions for Bungie to retain its independence and for the big execs to get their money (Look at the original Marathon director, he's suing Sony because they used the sexual harassment complaints against him to fire him and cut him out of the money, I assume similar things have happened here and there too).

 

[Felessan]

Also it seems like the Bungie deal got paid off entirely and that's why the profits jumped up this much, SIE literally beat Microsoft with one hand tied behind their back lmao.

Bungie deal had close to zero impact on profits. Enumerations were paid in parts and was not significant. And paid cash for acquisition still valued at full cost.

If sony had a time machine you can bet someone would go back and dropkick jim ryan and whoever else at the thought of buying bungie.

Future outlook not looking great with bungie and impacting profits for many quarters.

Sony still considers Bungie acquisition as a proper one and not "lost money/value"
Bungie is not "loosing money" - it's just some idiots misconception from Bungie inability to reach targets

 

[JohnnyFootball]

But I thought Sony and PlayStation were doomed??

Only if you listen to Xbots.
It's pretty remarkable that Sony has remained this strong without a strong set of first party exclusives.

That tells you how strong the Playstation brand is.

 

[ecosse_011172]

Bungie is not "loosing money" - it's just some idiots misconception from Bungie inability to reach targets

Is it tightening money?

 

[Astray]

Bungie deal had close to zero impact on profits. Enumerations were paid in parts and was not significant. And paid cash for acquisition still valued at full cost.

Sony chose to have SIE bear the brunt of the acquisition costs here, so yes it was counted as an ongoing cost and it hit the Operating Income accordingly.

Sony still considers Bungie acquisition as a proper one and not "lost money/value"
Bungie is not "loosing money" - it's just some idiots misconception from Bungie inability to reach targets

The disconnect between forumgoers and what goes on in the actual market is only growing tbh. The opacity of company disclosures have only added to this.

 

[Kerotan]

Software sales are less too right? Sort of proves all those more billions made are due to increased profit gaps on their products and not due to an increase of volume sold. I wonder how much Sony can push that profit gap upwards until people are fed up. Paying $500 for a 2020 console + $100 for controller + $80 for just one game + $60 for a year of online play is already madness.

Sony need this model as they've about 27BN in debt. The next 10 years they will be able to clear a lot of bills.

 

[Hector Hall]

Software sales are less too right? Sort of proves all those more billions made are due to increased profit gaps on their products and not due to an increase of volume sold. I wonder how much Sony can push that profit gap upwards until people are fed up. Paying $500 for a 2020 console + $100 for controller + $80 for just one game + $60 for a year of online play is already madness.

No, software sales for the quarter are nearly 10 million up, from 56 to 65+.

 

[jm89]

For today's entertainment I present to you.

 

[Topher]

Sony need this model as they've about 27BN in debt. The next 10 years they will be able to clear a lot of bills.

That's Sony Group, not SIE. Debt like that isn't really uncommon. Tencent has a similar debt/equity ratio

 

[ecosse_011172]

For today's entertainment I present to you.

Over 1000 people follow a fanboy clown like that.

 

[Felessan]

Sony chose to have SIE bear the brunt of the acquisition costs here, so yes it was counted as an ongoing cost and it hit the Operating Income accordingly.

Money paid goes against asset purchased on balance sheet. Buying something at fair cost always has zero effect on profits - you paid something and get something of equal value in return.
Sony paid 3bn and reflected asset worth 3bn (some of it is long-lived assets, some is goodwill, Sony recognized 370bn yen of assets in 2q22) - there is no impact on income statement.
And there is no, as seen in goodwill section, devaluation of bought asset.

 

[Kerotan]

That's Sony Group, not SIE. Debt like that isn't really uncommon. Tencent has a similar debt/equity ratio

Sony group will want SIE rolling it in and they're doing a good job.