Support NeoGAF

[Saber]

Barely any great games this year either.

People now buy PlayStation regardless, it's just become the default console for everyone.

PS5 itself still a great console. I use to play all 3rd party games.
They should be worried about their games, because with a few exceptions I'm totally done with Sony games.

 

[PeteBull]

Bungie won't stay independent for long.

Bungie is like that independend boss babe who cant go on that dick carousel like she used to in her 20s coz wall hit her hard ;D

Now bungie gotta settle for "nice guy" sony and follow his lead =D

It was such a terrible purchase even majority of gaf knew it right away

News  Thread 'BREAKING: Sony is acquiring Bungie for 3.6b'

Jan 31, 2022

Sony buying Bungie for $3.6 billion

Sony Interactive Entertainment today announced a deal to acquire Bungie for $3.6 billion, the latest in a string of big…

www.gamesindustry.biz

More Info for Destiny 2 Players:

Bungie.net

www.bungie.net

Edit 2:

PlayStation: Bungie deal is about multiplatform, live-service games. Future Bungie releases to remain multiplatform as well.

PlayStation: Bungie deal is about multiplatform, live-service games

PlayStation's acquisition of Bungie may not result in exclusive PS5 games, but it will allow the platform holder to sig…

www.gamesindustry.biz

• Draugoth
• Replies: 2,986
• Forum: Gaming Discussion

• 
• 
• 
• 
• 
• 
• 
• 

 

[ecosse_011172]

Bungie is like that independend boss babe who cant go on that dick carousel like she used to in her 20s coz wall hit her hard ;D

Now bungie gotta settle for "nice guy" sony and follow his lead =D

Definitely no incel virgin vibes here, definitely not..

 

[kikii]

Nintendo is Coca-Cola and Sony is RC Cola.

pepsi is better than cola

 

[Fake]

Its a shame I'm not a shareholder, but more ammo for Playstation fanboys I guess.

 

[yurinka]

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.

Yes, Helldivers 2 has released less than 2 months before than the Q1 of last year (Q4FY24).

They had a spike last year due to the Helldivers 2 release, so obviously recovered the previous and current quarters from it going down YoY this and the previous quarter, even if almost matched the previous year results. Excluding that, they had a huge growth YoY with their off-PS revenue (which they mentioned multiple times it's very profitable and has a huge ROI). So no, they aren't a poor job. The opposite.

Destiny 2 and Helldivers 2 were among the top 10 Steam games of last year, and over 40% of the first party revenue made this quarter comes from (both PS and off-PS) MLB, Helldivers 2 and Destiny 2, the PS active userbase kept grrowing this quarter YoY, hardware sales increased YoY and the SIE profit grew approximately 2.3 times year-on-year partly and regarding their forecast for the FY they expect increase in profits mainly thanks to cuts in their firsty teams and increased revenue from first party (they think Marathon+Yotei+DS2+Lost Soul Aside+Days Gone Remastered+addons and ports will make more this FY than did in the previous one Helldivers 2+Stellar Blade+Rise of the Ronin+Astro+Lego Horizon+Until Dawn remaster+addons and ports).

The numbers show that their multiplatform stuff isn't damaging their brand or console: the opposite, it's helping to grow them not only making extra money outside PS, but also helping to grow PS bringing new players to the console, which instead of shrinking is growing.

Bungie won't stay independent for long.

Bungie did stop being independent the day SIE acquired, same day SIE put their head of SIE first party games and the head of SIE marketing in the board of directors of Bungie.

Now, after they reduced redundancies and integrated certain Bungie people they wanted in central SIE teams that work with all GaaS titles (not only the Bungie ones), they are moving them formally under PS Studios (previously to this Bungie already reported to their boss Hermen, like their other first party teams).

I think it makes more sense to have them inside PS Studios, will help them reduce costs and exchange knowledge and expertise with the other teams.

 

[jm89]

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

Exact quote from the transcript

Yu Okazaki

[Interpreted] So this is Okazaki from Nomura. I have a question on game. To the revision of production basis to respond to U.S. tariffs, you said you have completed this within this quarter. So where are the games sold in U.S. produced now? And also the cost, I think, will influence the sales. So I would like to hear about the pricing strategy of game consoles.

Lin Tao

[Interpreted] Okay. I would like to respond. So about gaming consoles, so we are diversifying our supply chain. As for consoles, we have already transformed the production. And if we include peripherals, so the transfer to outside China, we will be completing that by the end of the first half. Hardware sold in the U.S. are now sourced outside China.

About the pricing strategy of hardware, so that really pertains to our future competitive strategy. So it's very difficult to comment on this. But the overall thinking is our annual profit and lifetime value and also the sell-in volume and the expected content sales going forward, so all these factors will be considered as well as the receptiveness of the consumers to prices. So we would like to flexibly decide on the prices.

https://seekingalpha.com/article/4810238-sony-group-corporation-sony-q1-2026-earnings-call-transcript

 

[LordCBH]

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.

First task under PSStudios leadership should be to get them to work on a D3. There are a ton of lapsed players who have expressed interest in coming back for an actual new entry.

 

[LordCBH]

For today's entertainment I present to you.

Goddamn retards really are crashing out over PS5 being successful.

"They clearly have 30 million units sitting on shelves and warehouses."

Do they even understand how absolutely retarded that statement is?

 

[zapper]

Exact quote from the transcript

https://seekingalpha.com/article/4810238-sony-group-corporation-sony-q1-2026-earnings-call-transcript

So, they don't produce them in China anymore but we don't know if they will increase the prices anyway.

 

[Dodo123]

Dead @ Sony getting record breaking profits and Gaffers still saying "well NOW they reeeaaallly need to have games". No babies, they don't have to. They don't have competition, they make profits without games as well. The last time they had real competition the PS3 was around and you can see how it went for them.

 

[PropellerEar]

30M PS5s sitting in warehouses!


More than shipped Xbox series consoles.

 

[tTHANOSs]

It is damn impressive how well Playstation and all of Sony for that matter is doing currently when looking back at the PS3 generation. Having exclusives, that are good, to your platform does help. Keep that in mind Sony.

 

[yurinka]

Its a shame I'm not a shareholder, but more ammo for Playstation fanboys I guess.

People aren't required to be shareholders to have personal opinions.

It is damn impressive how well Playstation and all of Sony for that matter is doing currently when looking back at the PS3 generation. Having exclusives, that are good, to your platform does help. Keep that in mind Sony.

They know it, and this is why they spend more money than ever in first party games to make sure they are more successful than before.

For today's entertainment I present to you.

Here's a fun fact to make this joke tweet more funny: Xbox Series sold less than 30M consoles, so it would mean Sony would have more consoles sitting in warehouses than Xbox consoles sold this generation.

 

[ecosse_011172]

pepsi is better than cola

True.
Also, Cherry Pepsi is better than Pepsi.

 

[reinking]

Its a shame I'm not a shareholder, but more ammo for Playstation fanboys I guess.

Looks to me like it is being used as ammo from some of the detractors too.

 

[yurinka]

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, the total software sales in PS went up YoY both in units and revenue. And among them both 1st and 3rd party sales increased. Hardware sales also went up in both revenue and units. Gamesubs revenue and active userbase also increased.

I mean, even physical sales revenue, that almost every quarter are down YoY (being slowly replaced by digital sales+addons+game sub revenue) this quarter went up YoY.

This quarter they went up YoY in basically all the metrics, in some of them achieving their all time record for a Q1. This time, the only two that didn't went up (had a pretty small decrease) was 'Other software' (because previous year this Q1 quarter was less than two months after the Helldivers 2 release and had better selling ports) and 'Others'/PS accesories (which were mostly flat YoY).

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

Obviously. They acquired Bungie to help them increase the first party GaaS results. In addition to the obvious first party revenue increase in recent years, they announced that this quarter over 40% of their first party revenue came from Destiny 2 + Helldivers 2 + MLB. In addition to this, we saw Destiny every year in the list of the 10 top grossing games of the year for PC.

Marathon had record viewship for its game reveal and gameplay reveal videos, plus a ton of people applied to participate in their beta. So despite some criticism, seems a ton of people is interested on it. The Destiny mobile game developed by Netease should release soon and looks promising.

A team & project that Bungie was incubating went forward and got promoted to become their own studio.

Bungie had an importat target miss for a year, which happened because they were supposed to release The Final Shape there and didn't because they delayed it. Around that time they also delayed Marathon, meaning pretty likely were going to cause another target miss in another fiscal year. So they did a second layoff to compensate, after the previous one already planned by Bungie when got acquired to remove redundancies. Since the acquisition they hired more people for Bungie than the one they laid off or moved to other SIE teams (Bungie has now slighly more people than the one they had when were acquired).

 

[Klosshufvud]

No, the total software sales in PS went up YoY both in units and revenue. And among them both 1st and 3rd party sales increased. Hardware sales also went up in both revenue and units. Gamesubs revenue and active userbase also increased.

I was more talking about from the PS4 era, not from last year.

 

[Hector Hall]

1 billion of profits in one quarter alone

 

[drganon]

Goddamn retards really are crashing out over PS5 being successful.

"They clearly have 30 million units sitting on shelves and warehouses."

Do they even understand how absolutely retarded that statement is?

Are you implying the person saying "this is why is" might not be all that intelligent?

 

[Felessan]

Do they even understand how absolutely retarded that statement is?

Of course no
Inventory numbers are in the report

 

[Fafalada]

2. LTD (June 25)
Hardware PS5 80.2 M (PS4 82.3 M, June 2018)

PS4 Q1 2018 was 3.2, so it slightly increased the lead this time.

Meanwhile - while I was researching 2018 numbers, Google AI told me this:
Sony's financial report for the quarter ending June 2018 (Q1 FY2018) showed a sales increase of 95.5 billion yen year-on-year, reaching 1,953.6 billion yen.

So not only was PS5 on-sale in 2018, it sold a whopping 31 units (compared to previous... 30, in Q4 2017 I guess?)
Putting the 2 + 2 - 30 prototype PS5s being produced in 2018 makes total sense... Artificial Super Intelligence confirmed?

 

[Hector Hall]

Yes, Helldivers 2 has released less than 2 months before than the Q1 of last year (Q4FY24).

They had a spike last year due to the Helldivers 2 release, so obviously recovered the previous and current quarters from it going down YoY this and the previous quarter, even if almost matched the previous year results. Excluding that, they had a huge growth YoY with their off-PS revenue (which they mentioned multiple times it's very profitable and has a huge ROI). So no, they aren't a poor job. The opposite.

Destiny 2 and Helldivers 2 were among the top 10 Steam games of last year, and over 40% of the first party revenue made this quarter comes from (both PS and off-PS) MLB, Helldivers 2 and Destiny 2, the PS active userbase kept grrowing this quarter YoY, hardware sales increased YoY and the SIE profit grew approximately 2.3 times year-on-year partly and regarding their forecast for the FY they expect increase in profits mainly thanks to cuts in their firsty teams and increased revenue from first party (they think Marathon+Yotei+DS2+Lost Soul Aside+Days Gone Remastered+addons and ports will make more this FY than did in the previous one Helldivers 2+Stellar Blade+Rise of the Ronin+Astro+Lego Horizon+Until Dawn remaster+addons and ports).

The numbers show that their multiplatform stuff isn't damaging their brand or console: the opposite, it's helping to grow them not only making extra money outside PS, but also helping to grow PS bringing new players to the console, which instead of shrinking is growing.


Bungie did stop being independent the day SIE acquired, same day SIE put their head of SIE first party games and the head of SIE marketing in the board of directors of Bungie.

Now, after they reduced redundancies and integrated certain Bungie people they wanted in central SIE teams that work with all GaaS titles (not only the Bungie ones), they are moving them formally under PS Studios (previously to this Bungie already reported to their boss Hermen, like their other first party teams).

I think it makes more sense to have them inside PS Studios, will help them reduce costs and exchange knowledge and expertise with the other teams.

Shrinking the user base would be selling negative amounts, wich they can't.

Still, it has fell off the PS4 numbers another 700K units. And Xbox is collapsing and they aren't taking nearly anything of that. Maybe if not fir their policies they would be selling more, who knows.

Brand damage and lose of goodwill are not easily seen on data until it starts to translate into weaker sales of your core product. Maybe in some years, and definitely more if they would release their output day one on PC or in other consoles, that would destroy PS perceived value for PS6 cycle .

Specially if MS can get with it about releasing a consolized PC and brand and identify it as Xbox, giving all your weapons to your enemy isn't wise.

 

[Horseganador]

As always, some pretty impressive numbers for Playstation in terms of revenue and profits, and a lot of salt in the thread because of that. Next quarter with GTAVI will be crazy, another PS+100 million easily.

 

[tmlDan]

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.

I hope long term they can figure it out, kick out Pete and be creative first.

It can still, eventually, turn out to be a good investment.

 

[mayham2199]

Shrinking the user base would be selling negative amounts, wich they can't.

Still, it has fell off the PS4 numbers another 700K units. And Xbox is collapsing and they aren't taking nearly anything of that. Maybe if not fir their policies they would be selling more, who knows.

Brand damage and lose of goodwill are not easily seen on data until it starts to translate into weaker sales of your core product. Maybe in some years, and definitely more if they would release their output day one on PC or in other consoles, that would destroy PS perceived value for PS6 cycle .

Specially if MS can get with it about releasing a consolized PC and brand and identify it as Xbox, giving all your weapons to your enemy isn't wise.

We wont start seeing any damage to the brand until next gen (if there is any). This idea that Sony releasing games on other platforms or Xbox releasing games on other platforms is going to lead to 10's of millions of console owners selling their console and buying the other console or going to PC is crazy. Only the most hardcore gamers are going that far over this. The casual owner will just ride it out until next gen and then decide to switch.

There are still a ton of people on PS4 and Xbox one on top of that. Those people will eventually start to move over as well.

 

[Baemono]

Do they even understand how absolutely retarded that statement is?

No

 

[Imtjnotu]

All this in a price increased year with hardly any games....

 

[Hector Hall]

We wont start seeing any damage to the brand until next gen (if there is any). This idea that Sony releasing games on other platforms or Xbox releasing games on other platforms is going to lead to 10's of millions of console owners selling their console and buying the other console or going to PC is crazy. Only the most hardcore gamers are going that far over this. The casual owner will just ride it out until next gen and then decide to switch.

There are still a ton of people on PS4 and Xbox one on top of that. Those people will eventually start to move over as well.

Yes, it can bite in the ass in the near future, when next Gen starts.

 

[BlackTron]

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

At this point, yes they are. The reason to stop would be thinking long-term.

 

[nial]

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

May 2024: Astro Bot
September 2024: Ghost of Yotei
December 2024: Intergalactic: The Heretic Prophet, Midnight Murder Club
February 2025: Saros
June 2025: Marvel Tokon: Fighting Souls
July 2025: DaBa: Land of Water Scars, Exiledge

Sony is pretty much announcing new first-party games all the time for the past 14 months.

 

[m14]

Fucking huge and impressive numbers. Meanwhile their main competitor is struggling and failing to hit 30 million lifetime sales.


Books will be written how Sony blew MS out of the water this gen even after the $80+ billion MS spent.

Yeah imagine all the page turners Mibu no ookami could self publish on this!

 

[iamvin22]

Sony is pretty much announcing new first-party games all the time for the past 14 months.

The problem is the majority of the list isn't out or not even close to coming out. The financial report in this category shows how bad their offering is doing. That gaas initiative was a total wash and this report is evidence of that.

 

[ecosse_011172]

Sony is pretty much announcing new first-party games all the time for the past 14 months.

2 out of 6 out before 2026

 

[m14]

I don't think it was cringe for Rick to call out the hypocrisy of PS stans regarding their sensitivity over Sony's lowly position in relation to Microsoft. Vile nial was talking about others being in tears only to end up choking back his own when Rick dared mention four trillion.
What is cringe though is to take a cheap shot at a user who already got dogpiled to ingratiate yourself with the lil Kratos hyena gang. You've shown glimpses of humanity in the past so it is disheartening to see you stoop to their level.
You're by far the oldest member of the forum and it's high time that you started acting like it. As Joey Swoll says "you need to do better!"

 

[poppabk]

Physical software less than 5% of total software revenue.

 

[nial]

The problem is the majority of the list isn't out or not even close to coming out. The financial report in this category shows how bad their offering is doing. That gaas initiative was a total wash and this report is evidence of that.

Astro Bot was 2024, Midnight Murder Club and Ghost of Yōtei are 2025, Saros, Marvel Tōkon: Fighting Souls and Exiledge will be 2026.
Also, what do you mean? First-party game sales are literally up YoY.

2 out of 6 out before 2026

3, and then another 3 out in 2026. Not sure how this is a bad thing.

 

[Angry_Megalodon]

Just think for a minute. PS5 is selling less than PS4 in the same period despite:

- the addition of Chinese consumers.

- XBOX being no competition.

- A stronger market position than last gen.

- A better tech than PS4.


The trend is awful. Instead of fixing up their core business problems, they go full retard by devaluating the brand even more, which will lead to less sales next gen, price increases to make up for it, etc.

 

[Topher]

I don't think it was cringe for Rick to call out the hypocrisy of PS stans regarding their sensitivity over Sony's lowly position in relation to Microsoft. Vile nial was talking about others being in tears only to end up choking back his own when Rick dared mention four trillion.
What is cringe though is to take a cheap shot at a user who already got dogpiled to ingratiate yourself with the lil Kratos hyena gang. You've shown glimpses of humanity in the past so it is disheartening to see you stoop to their level.
You're by far the oldest member of the forum and it's high time that you started acting like it. As Joey Swoll says "you need to do better!"

You really getting this worked up over a joke pic?

 

[Hero of Spielberg]

At this point, yes they are. The reason to stop would be thinking long-term.

There's no indication that it will do any long term damage either, so again, why would they change now.

 

[krumble]

So Microsoft makes a BIG push into bringing their games to PlayStation Q1 2025 with Indians Jones, forza horizon and doom the dark ages all of which Sony takes a 30% cut from all titles for just hosting on the store and BAM their operating profit goes up 127% to over 1 billion.. there were A LOT of PlayStation gamers than bought those games..

 

[LordCBH]

Just think for a minute. PS5 is selling less than PS4 in the same period despite:

It's almost as if there was almost no supply for the first two and a half years of the console or something.

 

[nial]

Just think for a minute. PS5 is selling less than PS4 in the same period despite:

- the addition of Chinese consumers.

- XBOX being no competition.

- A stronger market position than last gen.

- A better tech than PS4.


The trend is awful. Instead of fixing up their core business problems, they go full retard by devaluating the brand even more, which will lead to less sales next gen, price increases to make up for it, etc.

All while being $150 to $200 more expensive (and that is only in the US), and being supply-constrained for two entire years. Did you think that for a minute?

 

[BlackTron]

There's no indication that it will do any long term damage either, so again, why would they change now.

None other than history/foresight. Nintendo could have made this choice many times when it appeared their backs were against a wall to get their numbers up. They thought long-term instead and have an impenetrable fortress.

 

[Fafalada]

I was more talking about from the PS4 era, not from last year.

It's not down on PS4, not even close.
PS5 era broke 300M mark 3 times in the last 5 years, holds 4 of the top 5 all-time yearly records for software in Playstation history (PS4 got number 4 on that list), and it reached the PS2s original software record of 1.5B in just 5 years.

2024 is also the 2nd best software year in PS history (2020 was the only time it reached higher to date), and 2025 is tracking ahead of it.

 

[m14]

All while being $150 to $200 more expensive (and that is only in the US), and being supply-constrained for two entire years. Did you think that for a minute?

Probably not, because he's not looking to make excuses. The supply constraint made the PS5 seem more elusive, thus increasing demand despite the paucity of good games. There was also increased demand for consoles because of lockdowns. You can't complain about supply constraints without acknowledging that circumstances also created a somewhat artificial demand for the console in those years. Also, are you thinking people gave up completely on buying a PS5 because they couldn't find one by March of 2022?

 

[Hector Hall]

I don't think it was cringe for Rick to call out the hypocrisy of PS stans regarding their sensitivity over Sony's lowly position in relation to Microsoft. Vile nial was talking about others being in tears only to end up choking back his own when Rick dared mention four trillion.
What is cringe though is to take a cheap shot at a user who already got dogpiled to ingratiate yourself with the lil Kratos hyena gang. You've shown glimpses of humanity in the past so it is disheartening to see you stoop to their level.
You're by far the oldest member of the forum and it's high time that you started acting like it. As Joey Swoll says "you need to do better!"

OH, come on. That user bragging on the supposed 4 Trillion worth of MS Corporation (I say supposed because it's exactly that, nobody will pay that and two bad news on IA and it drops like a rock) was cringe as fuck.

 

[Hector Hall]

So Microsoft makes a BIG push into bringing their games to PlayStation Q1 2025 with Indians Jones, forza horizon and doom the dark ages all of which Sony takes a 30% cut from all titles for just hosting on the store and BAM their operating profit goes up 127% to over 1 billion.. there were A LOT of PlayStation gamers than bought those games..

Profit goes up because the amortization of the 3.6 billion spent on Bungie ended Las quarter.

MS games? Yeah sure, receive 30% of something you haven't spent anything on developing is a great business.