Sony's 2025 Business Segment Meeting, June 13; Hideaki Nishino and Herman Hulst presenting for SIE

The checkbook might be for keeping it from someone else, you can do the math on that one....

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Math was never my strong subject. You'll have to be a little more specific
 
"We are continuing to invest in Live Service games with Helldivers 2 being an example of success if we get things right... We have learned from many challenges including Concord. We have restructured the development and review process of our games, we will not make the same mistakes twice." - Hermen Hulst CEO of Studio Business Group

PlayStation is committed to releasing at least one AAA HQ Tentpole Single Player Game every year.

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Learned from Concord? What about LoU multiplayer? What about the trajectory of Marathon(which happens after Concord failure which are supposed to mean you guys learned)? What about the status of Fair Game or whatever is called? Just because Helldivers was sucessfull doesn't erase the failure of others.

But you know what? Keep doing that. If this amount of red flags isn't enought to cause worry about Hermen strategy, I dunno what will. But at least its more material for people to laugh at it.
 
one AAA game lol

Not that different to the PS4 era, most of the time they released 2 AAA games per year.

Key word being at least.

This year we have Death Stranding 2 and Ghost of Yotei. Personally I'd prefer them targeting 3 releases per year.

I think some people don't really understand the AAA model and maybe more importantly Sony's. Their goal is to release 2 a year, but the realities of game development suggest that isn't always going to be possible. Some games are going to get delayed.

They've designated 7 studios as single player studios. If each game takes 5 years to develop, that means you can average 1.4 games per year. That's just simple math. If games slip to 6 years, that reduces it to 1.17 games per year. That's not the whole story though and we'll get to the real number later.

This also doesn't suggest the games out of the multi-genre group won't have single player elements or that they won't publish 2nd party single player titles or AAA game remakes like Demon's Souls.

In order to target 3 games per year with an average development time of 5 years, you would need 15 single-player studios. Even if Sony wanted to double their SP studios, but keep their level of prestige, what studios would be out there? Can you name 8 independent single player studios that are PlayStation Studios caliber?

Realistically though, taking Insomniac games production as an example. They're currently averaging a game every 1.8 years since Spider-Man PS4, but I also would say that their games aren't really evolving as quickly as others.

Santa Monica has put out 2 games since 2018. That's a game every 3 years.

Even Naughty Dog who gets a lot of shit for their cadence has released 3 games since 2016 and if Intergalactic releases in 2026, that will be 4 games in 11 years. Which is an average of a game every 2.75 years.

The real average of these 7 studios is 2.42 games per year. So I think you can pretty safely assume 2 per year on average, but you'll occasionally get years with 1 game and you'll occasionally get years with 3-4 games.
 
Sounds like the ol 3rd party checkbook may make a return. I am not sure publishers are interested in skipping PC or Switch anymore though.

Paying for 3rd party exclusives against the Switch is a VERY different proposition than paying for 3rd party exclusives against Xbox.

You can't natively run a PS5 game on Switch 2. You have to make concessions. So if you're building a game to compete in the PC space, you're going to have to build with PS5 in mind, not Switch 2.

I think you might see Sony open their paycheck for smaller Japanese titles, especially once they have their own handheld, but I don't think you're going to see them money hat a game like Witcher 4 because they just don't have to...

They're in a position where no one is naturally interested in skipping PS5 and it's time for them to start spending that money more internally than externally.
 
"We are continuing to invest in Live Service games with Helldivers 2 being an example of success if we get things right... We have learned from many challenges including Concord. We have restructured the development and review process of our games, we will not make the same mistakes twice." - Hermen Hulst CEO of Studio Business Group

PlayStation is committed to releasing at least one AAA HQ Tentpole Single Player Game every year.

arriba.gif

This is beyond parody. Hermen is an idiot.

'We learn from Concord'. No you don't.
What about Tlous multiplayer? Fairgame? Marathon? God of War GaaS? Spider-man GaaS? Horizon MMO?
Are this prick ignoring all this shit in bad faith?

I guess I'll not get a PS6 after all. Nintendo Switch 2 is the way to go. Dude, imagine 1 FUCKING FIRST PARTY GAME PER YEAR...

PS5 will be my last Sony console until this dumb is gone for good.

Fuck you Hermen.
 
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Paying for 3rd party exclusives against the Switch is a VERY different proposition than paying for 3rd party exclusives against Xbox.

You can't natively run a PS5 game on Switch 2. You have to make concessions. So if you're building a game to compete in the PC space, you're going to have to build with PS5 in mind, not Switch 2.

I think you might see Sony open their paycheck for smaller Japanese titles, especially once they have their own handheld, but I don't think you're going to see them money hat a game like Witcher 4 because they just don't have to...

They're in a position where no one is naturally interested in skipping PS5 and it's time for them to start spending that money more internally than externally.
That all does make sense. I guess we'll see.
 
I think some people don't really understand the AAA model and maybe more importantly Sony's. Their goal is to release 2 a year, but the realities of game development suggest that isn't always going to be possible. Some games are going to get delayed.

They've designated 7 studios as single player studios. If each game takes 5 years to develop, that means you can average 1.4 games per year. That's just simple math. If games slip to 6 years, that reduces it to 1.17 games per year. That's not the whole story though and we'll get to the real number later.

This also doesn't suggest the games out of the multi-genre group won't have single player elements or that they won't publish 2nd party single player titles or AAA game remakes like Demon's Souls.

In order to target 3 games per year with an average development time of 5 years, you would need 15 single-player studios. Even if Sony wanted to double their SP studios, but keep their level of prestige, what studios would be out there? Can you name 8 independent single player studios that are PlayStation Studios caliber?

Realistically though, taking Insomniac games production as an example. They're currently averaging a game every 1.8 years since Spider-Man PS4, but I also would say that their games aren't really evolving as quickly as others.

Santa Monica has put out 2 games since 2018. That's a game every 3 years.

Even Naughty Dog who gets a lot of shit for their cadence has released 3 games since 2016 and if Intergalactic releases in 2026, that will be 4 games in 11 years. Which is an average of a game every 2.75 years.

The real average of these 7 studios is 2.42 games per year. So I think you can pretty safely assume 2 per year on average, but you'll occasionally get years with 1 game and you'll occasionally get years with 3-4 games.
Yeah and they should use second parties to try and up the average releases from 1.4 to 2 per year.
 
Between this "lol we're multi device but definitely not multiplatform" shit, where we are going to have a first party pipeline choked between the PS6 Amateur (handheld), PS5, PS5 Pro, PS6 AND PC, where their games will be available at a higher fidelity and lower long term price on fucking Steam where you don't have to pay for online, where they won't even be at the same level of quality or same clip as the PS4 and where all the traditional third party exclusives/timed exclusives are available even on the Switch 2, I don't see how a >600 dollar PS6 is justified for 120 million people.

Maybe when the alternative is a 1200 dollar PC... with even more expensive options for handheld access, VR, e.t.c.
 
"We are continuing to invest in Live Service games with Helldivers 2 being an example of success if we get things right... We have learned from many challenges including Concord. We have restructured the development and review process of our games, we will not make the same mistakes twice." - Hermen Hulst CEO of Studio Business Group

PlayStation is committed to releasing at least one AAA HQ Tentpole Single Player Game every year.

arriba.gif
I said many times about what is worth on playstation, ps6 will be a console of 1 aaa single player fp per year. Sony deserves what they will got with that. Double bet on gaas just show their stupidity.
 
Sounds like the ol 3rd party checkbook may make a return. I am not sure publishers are interested in skipping PC or Switch anymore though.
There are several Switch/Switch 2 or Switch/PC third party games that haven't released or will not on PlayStation consoles.

Are you using the same energy with that case or just only when Sony does it?
 
Yeah, pretty much. A Valve console would be day 1 for me.
And if that doesn't happen, I'll just connect the PC to the living room TV and call it a day than spend God knows how much on their next console without a disc drive lol.
I already have a PC specifically for the living room, and it's likely more powerful than both PS6 and PS7. But as long as Sony do timed exclusivity I need some way to play their games to not get too cranky. I don't like their current strategy.

My hope right now is that they make a PlayStation PC launcher, with day 1 access on the exclusives. There they can sync trophies and saves and stats and lock it into a Playstation platform of sorts. And if they would do 2-3 years timed exclusivity there I wouldn't hesitate to buy everything there instead of Steam.

The current timed exclusivity on console isn't working well for me. Knowing that I could run the games better and with mod capabilities on PC, like with Stellar Blade, makes it much less appealing to play early on console. I do plenty of double dipping though and they obviously see that so I'm part of the problem. Sigh.
 
Yeah and they should use second parties to try and up the average releases from 1.4 to 2 per year.

My point was that he wasn't talking about averages.

He simply said they were committed to ensuring that at least 1 tentpole game comes out a year in the single player space from their 1st party studios.

That doesn't mean they're going to average 1. Their average is actually much higher than that, but people freak out when they don't release more than that.

Like I said, even Naughty Dog averages a game every 3 years, but somehow even in this modern time where games take 5-6 years to develop, people think Naughty Dog has bad production timelines. Meanwhile, no one else puts out bigger games than Naughty Dog in a more efficient timeline.

The only people even putting out games this size or bigger is CDPR and Rockstar.

Witcher 3 came out in 2015
Uncharted 4 came out in 2016

Uncharted Lost Legacy came out in 2017 and was more than a DLC (you can argue that Phantom liberty takes 15+ hours to beat)

TLOUP2 came out in 2020
Cyberpunk came out in 2020 and was an absolute mess and the next gen patches didn't come out until 2022

Also mind you CDPR has to be support multiple platforms on launch date
 
you're the one seems to be hurt by Sony using their wallet not me buddy!!
I am not sure they can really use it anymore. That was what my post was about. Hard to really make that argument to 3rd parties when Stella Blade is blowing up on PC and Switch 2 is selling twice as fast as Switch 1. My post is basically saying that the age of 3rd party exclusives seems like it's coming to a close. That is interesting to me because it's been a core pillar of the PS strategy since PS1. They will have to pivot somewhere, pal.
 
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Maybe when the alternative is a 1200 dollar PC... with even more expensive options for handheld access, VR, e.t.c.
Honestly, I think some people will just turn away from the medium. It's one thing thing to charge 500-700 for a machine, it's another thing not to have the games to justify. They're having trouble already, and not just for technical reasons. If they can't get it through their skulls that encumbering their pipeline even more than they already have will have an impact on the quality of their games, they certainly aren't going to recognize all the other things that have caused actual game sales revenues to dip by 16% this gen compared to last.
 
I am not sure they can really use it anymore. That was what my post was about. Hard to really make that argument to 3rd parties when Stella Blade is blowing up on PC and Switch 2 is selling twice as fast as Switch 1. My post is basically saying that the age of 3rd party exclusives seems like it's coming to a close. That is interesting to me because it's been a core pillar of the PS strategy since PS1. They will have to pivot somewhere, pal.

They already pivoted, people just like to revise history. They do way more in the first party space now than they did on PS1 through even PS3.

And you can save this post, but I bet you they buy another studio within the next 12 months. My guess being Arc System Works.
 
Honestly, I think some people will just turn away from the medium. It's one thing thing to charge 500-700 for a machine, it's another thing not to have the games to justify. They're having trouble already, and not just for technical reasons. If they can't get it through their skulls that encumbering their pipeline even more than they already have will have an impact on the quality of their games, they certainly aren't going to recognize all the other things that have caused actual game sales revenues to dip by 16% this gen compared to last.

Except that's not your argument. You're arguing that the lack of exclusive games will push people out of gaming... normal people don't care if a game is exclusive to a platform or not, which is exactly why the PS5 is selling just as well as the PS4 and will ultimately outsell the PS4.

This argument doesn't exist in the real world only on reddit, twitter, and video game forums.
 
They already pivoted, people just like to revise history. They do way more in the first party space now than they did on PS1 through even PS3.

And you can save this post, but I bet you they buy another studio within the next 12 months. My guess being Arc System Works.
Oh I agree there. 1st party wasn't really that dominant until PS4.

Studio purchase could happen of course, I agree. They really need improve their management ability though because their success averages there aren't too impressive lately.
 
Will they reveal how much they actually spent on Concord??
It still boggles my mind that they just killed it. Skull&Bones, Avengers, Suicide Squad, Foamstars, APB Reloaded, Hellgate London... everything seems to survive, but this game is so bad that there are more people in the credits than potentially playing it in some f2p, Plus Extra, EGS freebie? Nothing, just refund everyone and seal the deal forever.

Edit: even destruction allstars seemed to have lived a while, while eventually the servers were shutdown without notice?
 
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Except that's not your argument.
My argument is a mixture of things.

You're arguing that the lack of exclusive games will push people out of gaming... normal people don't care if a game is exclusive to a platform or not, which is exactly why the PS5 is selling just as well as the PS4
That's an express lie and you know it. It's more than 1.4 million units behind despite a completely collapsed Xbox.

and will ultimately outsell the PS4.

This argument doesn't exist in the real world only on reddit, twitter, and video game forums.
Then why are Nintendo games dwarfing almost all multiplatform efforts? Why were PS4 games often doing the same (if to a lesser extent)?

You're partially right and partially wrong, exclusivity itself doesn't literally sell games - although there is absolutely an implicit value add if a major title is exclusive (see Starfield anticipation post Microsoft buyout or Astro Bot, to be frank) - but the quality brought on by a result of it does.
 
My argument is a mixture of things.

It really isn't though.
That's an express lie and you know it. It's more than 1.4 million units behind despite a completely collapsed Xbox.

1.4 million over 5 years is NOTHING... The difference between 77 million and 78.4 million is less than 1.8 percent. Less than 1.8% despite the PS5 Pro launching later than the PS4 Pro, despite both the PS5 and PS5 Pro being significantly more expensive, despite the global economic downturn, reduced sales out of Russia...

With the collapse of Xbox the PS5 will overtake the PS4 either by the end of this holiday season or when GTA6 releases...

Then why are Nintendo games dwarfing almost all multiplatform efforts? Why were PS4 games often doing the same (if to a lesser extent)?

Nintendo sold a large quantity of units and their games are evergreen and synonymous with the hardware sales. That being said, only a handful of Nintendo games have sold more than say God of War or Spider-Man.

If the Switch 2 can't sustain the same momentum of the Switch 1 a lot of these franchises will naturally sell less than they did on the Switch.

You're partially right and partially wrong, exclusivity itself doesn't literally sell games - although there is absolutely an implicit value add if a major title is exclusive (see Starfield anticipation post Microsoft buyout or Astro Bot, to be frank) - but the quality brought on by a result of it does.

Again NORMAL consumers do not care about this. The most popular games are multiplatform. Madden, EA FC, Fortnite, CoD, Roblox, Minecraft... they don't care who makes them and in most cases barely know who does.

Your argument that people will simply walk away from gaming because of a lack of exclusive titles is laughable. Your first mistake is in believing that console gamers inherently want to be PC gamers.
 
Interesting little tidbit from that chat, Hermen confirmed that 50% of Helldivers II revenue comes from microtransactions in the game. Higher than I would've expected personally with the microtransactions being more on the fair side of things compared to other live service titles.
 
Interesting little tidbit from that chat, Hermen confirmed that 50% of Helldivers II revenue comes from microtransactions in the game. Higher than I would've expected personally with the microtransactions being more on the fair side of things compared to other live service titles.

Tried explaining this to people. The game costs 40 dollars but has 12 warbonds per year at 10 dollars each... You can just play your way towards credits, but if the average consumer buys even 4 out of the 12 warbonds per year, you're already at 50% revenue. That's just a third of the available warbonds. Obviously not every player is buying warbonds, but this tells us a lot.

Let's assume that at 40 dollars the game has sold 15 million copies (larger average sale price because while it has recently gone on sale to 30 dollars, many people also bought the super citizen package at launch).

That's 600 million dollars. If half of the revenue has come from MTX, that puts Helldivers revenue at 1.2 billion dollars and I think I'm being conservative with the 15 million.

DenchDeckard DenchDeckard KyoZz KyoZz
 
Tried explaining this to people. The game costs 40 dollars but has 12 warbonds per year at 10 dollars each... You can just play your way towards credits, but if the average consumer buys even 4 out of the 12 warbonds per year, you're already at 50% revenue. That's just a third of the available warbonds. Obviously not every player is buying warbonds, but this tells us a lot.

Let's assume that at 40 dollars the game has sold 15 million copies (larger average sale price because while it has recently gone on sale to 30 dollars, many people also bought the super citizen package at launch).

That's 600 million dollars. If half of the revenue has come from MTX, that puts Helldivers revenue at 1.2 billion dollars and I think I'm being conservative with the 15 million.

DenchDeckard DenchDeckard KyoZz KyoZz
Yeah I mean it was at 12 million 13 months ago, so I would agree that 15 million is a conservative estimate with the big updates the game has gotten since then. I got the super citizen package personally just to support a great game.
 
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"why won't they fire this team?"

Operating income from PSOne, 2, 3 and 4: 10B
Operating income from PS5's first 4 years only (still at least 2 or 3 to go): 13B

lmao

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Almost 40% of PS Plus users aren't on the basic tier and PS Plus Premium has been increasing year after year even with all the price increases.

I can only imagine these numbers once more 1st party games are released and that GTAVI money starts coming in.
 
Your first mistake is in believing that console gamers inherently want to be PC gamers.
Do you think most PC gamers started out playing on PCs?

I have no stats to back it up with but I would guess that most started out playing on console and eventually moved to PC, either as they got older or if they wanted better performance or the open nature or specific games or ultra wides etc.

I started out on Commodore 64 and Amiga. A mix between console and PC, gaming focused, not so different from how a SteamOS devices would be.

And a SteamOS device made for the living room will essentially function like a console and will play all Steam PlayStation and Xbox games, with free online gaming, mod capabilities, emulators.

I can't see why it wouldn't be an interesting product for classic console gamers.
 
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Yeah and they should use second parties to try and up the average releases from 1.4 to 2 per year.

Not sure you finished readiny my post, but wanted to touch on the 2nd party approach as well.

XDEV has supported the following external games since 2018.

2018: Detroit Become Human - Moved on from Quantic Dream
2020: Sackboy a Big Adventure - Not really working much with Sumo Digital these days
2020: Destruction All Stars - Moved away from Lucid Games
2021: Returnal - Purchased Housemarque
2023: Horizon Call of the Mountain - Purchased Firesprite
2024: Rise of the Ronin - Maybe working with KT/Team Ninja on Nioh 3
2024: Stellar Blade - Probably working with ShiftUp on Stellar Blade 2
2024: Concord - Purchased Firewalk
2024: Until Dawn - Ballistic Moon closed
2025: Death Stranding 2 - Presumably working with Kojima Productions on Physint
2026: Marvel Tokon - Working with Arc System Works

They're contributing about a game year with that average actually increasing recently with 6 games in the last 3 years... and likely 4 games that we know of that they're working on right now.
 
Do you think most PC gamers started out playing on PCs?

I have no stats to back it up with but I would guess that most started out playing on console and eventually moved to PC, either as they got older or if they wanted better performance or the open nature or specific games or ultra wides etc.

I started out on Commodore 64 and Amiga. A mix between console and PC, gaming focused, not so different from how I a SteamOS devices would be.

And a SteamOS device made for the living room will essentially function like a console and will play all Steam PlayStation and Xbox games, with free online gaming, mod capabilities, emulators.

I can't see why it wouldn't be an interesting product for classic console gamers.

PC gaming has existed before console gaming existed. It's like saying people got started with console gaming and then played in the arcade. Gamers have been playing across multiple devices for decades. People move in and out of console gaming just as they move in and out of PC gaming. You yourself have a mix of experience, so even anecdotally, you should be more aware.

That you realize that you have no stats, should be where a sensible person stops.

Let me tell you about a SteamOS device in the living room. First, it's going to be more expensive than a console. It might have free online gaming, but for an equivalent experience, you're going to drop probably 200+ dollars on the same device. And it's going to be harder to find because it is going to be all digital, unless Steam makes a big change.

Also you're mistaken if you think that SteamOS will play all PlayStation games. SteamOS doesn't support all PC games. First, all PC games aren't on Steam, but SteamOS also doesn't have support for anticheat.

Playing big games a year or more later isn't something that everyone is interested in either. Not to mention that gap is likely to get larger if Steam does release a competitor to PlayStation, even to the point where Sony might cease releasing games on Steam and just release them on their own PC Storefront. I think that will happen eventually anyways.

Valve doesn't make enough of their own games to compete head to head with Sony in the console space. Nor can they afford to subsidize hardware like Sony does. There's a reason why Sony charges for things like online because they take a loss on R&D and manufacturing of consoles. A steam deck using off the shelf PC parts is going to have significant overhead.

I'm not saying it's impossible, but it's much harder than you realize/imagine.

The benefits that Steam does have don't translate well to the console space.
 
profit.png


"why won't they fire this team?"

Operating income from PSOne, 2, 3 and 4: 10B
Operating income from PS5's first 4 years only (still at least 2 or 3 to go): 13B

lmao

plus.png


Almost 40% of PS Plus users aren't on the basic tier and PS Plus Premium has been increasing year after year even with all the price increases.

I can only imagine these numbers once more 1st party games are released and that GTAVI money starts coming in.
And how are their margins compared to last gen? Because Microsoft is doing "record numbers" of some kind right now too.
 
Price 'adjustments' (rises) for PS+ on the horizon apparently

"The PlayStation Plus service offers great value for our players," the CEO said. "And we will continue to add more value and adjust our pricing strategy in a dynamic way to maximise profitability."

 
I see that you think predictive analysis isn't valid...

Let's examine the facts

Arc System Works don't miss

These are their last 4 major fighting games

2018 - Dragon Ball FighterZ - 87MC
2018 - BlazBlue Cross Tag Battle - 76 MC
2021 - Guilty Gear Strive - 87 MC
2020/2023 - GranBlue Fantasy Versus/Versus Rising - 78/81

I put in bold the bigger budget titles.... They don't miss on games with this kind of size and scope. They've been working on this game for years...

Dragon Ball FighterZ sold over 10 million copies.

Marvel is a bigger IP than Dragon Ball Z. It's safe to presume that the floor of this game is likely to be around 10 million copies. You can tell already based on the trailer that this is going to be king in the FGC on release. That brings its ceiling up in the 15-20+ million range.

That's before any considerations of things like a PS5 bundle (maybe even a PS5 super slim) that doesn't have a dualsense but is packaged with the Defiant Fight Stick and comes with Tokon.

This game might have the largest advertising budget for any fighting game ever...

To give you some reference to how much of an impact this game is already making in the 1 week we're talking about.

10 million selling DBFZ's reveal trailer is at 2.6 million views on youtube...
Marvel Tokon is already at 2.3 million + 275K on PlayStation's channel
I guess DNF Duel doesn't count.
Confused Jim Carrey GIF


Listing BlazBlue Cross Tag Battle and Gran Blue Fantasy Versus as major hits...
Confused Tom Hanks GIF
 
You seriously have to be beyond retarded to think that Sony won't keep investing in GAAS after Helldivers 2 and a strong reveal of Tokon.
Especially with the personal insults against some executives, lmao. How much of infantile crybabys can you guys be?
 
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You seriously have to be beyond retarded to think that Sony won't keep investing in GAAS after Helldivers 2 and a strong reveal of Tokon.
Especially with the personal insults against some executives, lmao. How much of infantile crybabys can you guys be?
And the yearly MLB and Gran Turismo 7 being their biggest Gran Turismo title yet in terms of revenue.

Speaking of Helldivers 2, seems like the game is far form over and it's in its best place since almost release. This is the game over the past 6 months:

helldivers.png


This is a game that's far from dying. Sony will not give up on a game that's giving them all this. They will want more.
 
I mean...MS just acquired the biggest 3rd party publisher on the market and released COD late last year. They better be breaking some records as well.
And Sony bought Bungie; has gained more ground (supposedly) with a defenestrated Xbox; and is spending money and making money being a multiplatform publisher.

All this to say that, in answer to the rhetorical question, their margins are significantly lower than what they had during the PS4 years. Don't forget, this was the whole reason Totoki was brought on.

The problem is that the foundations are extremely fucking shaky.
 
And Sony bought Bungie; has gained more ground (supposedly) with a defenestrated Xbox; and is spending money and making money being a multiplatform publisher.

All this to say that, in answer to the rhetorical question, their margins are significantly lower than what they had during the PS4 years. Don't forget, this was the whole reason Totoki was brought on.

The problem is that the foundations are extremely fucking shaky.
Source
 
"We are continuing to invest in Live Service games with Helldivers 2 being an example of success if we get things right... We have learned from many challenges including Concord. We have restructured the development and review process of our games, we will not make the same mistakes twice." - Hermen Hulst CEO of Studio Business Group

PlayStation is committed to releasing at least one AAA HQ Tentpole Single Player Game every year.

arriba.gif

Yeah....Herman Hulst pretty much doubled down on live service in this, mckmas8808 mckmas8808
 
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