Sony - Quarter 3 Financial Results 2022

KiryuRealty

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28 Nov 2022
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Where it’s at.
They have a massive backcatalog that everyone wants to be able to play and would work easily on a portable system... some already work on the vita and cant work or have not been made available natively on PS5, like Sly Cooper collection.

It makes infinite sense, grows the ecosystem and gives a portable option instead of people going to Nintendo or Steam for that....

It also gives countries like Japan that prefer mobile gaming a playstation version.

It is so obvious but the instead give momentum to other companies.
You keep saying this, but you clearly haven’t read the analysis of why the Vita was a huge mistake.

Mobile tech moves too fast for it to be cost-effective to make a high-end handheld anymore, phones and tablets took away the casual portable market, and studios can’t afford to have their resources split anymore.

Without bleeding money to pay developers a premium to put games on it, there wasn’t a business case to support Vita once the extra resources were needed to fuel the PS4 launch.

As someone who bought a replacement for my dead Vita last fall, it is sad that that was the end of Sony portables, but the time for them had passed, and won’t come again.

The Switch succeeds because that’s Nintendo’s only system now, but the sales split in the west heavily favours the dockable versions over the Lite. Steam deck is just a PCHR status symbol and a loss-leader for Valve to shove more gamers into Gabe the Hutt’s maw. The Logitech Xcloud handheld seems to be stillborn. Dedicated gaming handhelds are a dead market for all but the AliExpress pirate retro emulator category, and that’s a tiny niche.
 
24 Jun 2022
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Companion device for portability rather than a walled game library. Valves success with Steam Deck or Nintendo's Switch should have been Sony's to kick over that rock instead of getting sidetracked for 10 years.

Man, this was my whole thing when suggesting a new PS handheld/portable with base PS4-level performance. Native, seamless on-the-go compatibility with the entire PS4 library, perfect streaming companion for PS5 games (and maybe even native ports of less technical PS5 games, though those would be cross-gen PS4/PS5 games anyway).

Although I think pairing that with a new Xperia high-end phone line would probably be better. That way you have a "regular" portable with the same technical specs (in terms of graphics, internal resolution, framerate) and can sell for a mainstream MSRP by having some different build materials (a lower resolution display for example), and a "premium" smartphone with same performance profile but all the expected additional stuff (more advanced camera, higher-precision touch input, SIM card slot, higher resolution display screen, a few more ports etc.) selling at a much higher price but also offered through cellular providers as a phone option for data plans.

They would just need to have it be able to dual-boot into PS OS and Android. And also that docking module they released a little while ago? Make something like that but with actual PS buttons, triggers and analog thumbpads built in too, alongside the integrated cooler.

I don't think we should take any lessons from Steamdeck... thing has barely sold more than 1 million units, maybe 2 million after these holidays. The main success of steamdeck has been getting games to be finally well-supported on Linux, which means Microsoft's monopoly on PC gaming has its first serious challenger since DOS.

That is definitely the bigger threat to Window's PC gaming dominance now, and it's probably all the more reason MS should reposition Xbox to cater to the PC gaming market taking whatever console-esque elements worked and applying them there.

If they could transition Xbox to a brand of gaming-prioritized NUC mini-PCs that can use Windows like normal, but still offer gaming with an (optional, but default) UI like the Xbox consoles already have, that could open up some much-needed doors for profitability while not needing to compete with Sony & Nintendo anymore, and securing Window's place for PC gaming.

They can finally sell Xbox devices for a profit, iterate on new devices in the product line more regularly, be an actual multiplatform 3P publisher, have an easier time setting up some form of Game Pass for other non-MS devices, tap into having a more affordable upgrade path for PC gamers on integrated graphics to have console-like gaming fidelity without shelling out thousands for PC CPUs & GPUs or dealing with driver maintenance & security issues, allow new Xbox devices to be modular in upgrade capability (CPU, possibly GPU, RAM etc.), have more manageable production numbers of devices, and still target generational performance baselines by using Sony hardware as a reference. And they would still have some Windows (and by extension, Xbox) exclusives because they make certain games that prioritize PC first and would need time to be ported to console later (Age of Empires, Flight Simulator, etc.).

But Microsoft would also have to really renovate the Windows Store and fully integrated the Xbox storefront & features into it, and probably prioritize their storefront over Steam with either some timed early exclusives, game perks & bonus content (maybe tied to a Game Pass sub for a small discount), or a mix of both. Like you said, Steam's made some great headway for gaming on Linux and if you start seeing a lot of gamers shift to Linux because of it, that can start a domino effect and then you start seeing productivity users of 3D graphics programs, programming suites, video production etc. also shift to Linux and that's a massive spiral of loss for Windows.

Windows isn't as important to Microsoft now as it was in the past but it's still one of their core pillars. They should secure it as much as possible and that's through gaming, their most popular gaming brand is Xbox, Xbox isn't doing so well on the traditional console business model, so why not shift it to a more PC-centric business model while really pushing your gaming content across as many platforms as possible?
 
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On Demand

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With Sony’s PS plus numbers staying stagnant I wonder how the day one with PC multiplayer games will harm the subscriptions numbers.

PC is no small market and it does compete with consoles. Being able to play Factions for free on PC while you need PS plus on PS5 will definitely affect both PS5 and PS plus sales.

I really don’t understand Sony harming the PlayStation platform for a few extra pennies.
 

Old Gamer

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With Sony’s PS plus numbers staying stagnant I wonder how the day one with PC multiplayer games will harm the subscriptions numbers.

PC is no small market and it does compete with consoles. Being able to play Factions for free on PC while you need PS plus on PS5 will definitely affect both PS5 and PS plus sales.

I really don’t understand Sony harming the PlayStation platform for a few extra pennies.
Unless those games are f2p, with the money being made from MTX. Crossplay would help inflate the amount of active players.
 
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Bryank75

Bryank75

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As of now, PS5 sales are skyrocketing after solving the chips shortage and will outsell launch aligned PS4.

And a 30% of their PS5 users are new, didn't have a PS4. Meaning that like in every generation they may have new users and may lose other ones, but now in total they are growing with a big flow of new users.

These users interested on these type of game could come from Xbox or PC, but according to MS Xbox is getting better numbers than in the previous generation, meaning that most of the new PS5 users come from PC.

TBF, Microsoft's metrics for having better numbers compared to last gen don't necessarily bare out if just talking unit sales. They could be talking about a temporary period where they were selling ahead of 360 & XBO launch-aligned, or talking in terms of pure revenue. At which point, we have to ask how much is the Zenimax revenue being rolled into Xbox's boosting those numbers, so on and so forth.

But on the PlayStation side of things, you're right that sales have shot up significantly now that supply is being sorted out. I've never once doubted that would happen or that they'd exceed PS4 launch-aligned once that happened. Though I'm still waiting to say it's going to hit PS2 numbers when all is said and done; PS2 partly benefited from PS3's early slow sales, but on the flipside, this gen might run slightly longer due to the pandemic effects, so PS5 will probably have at least one extra year for itself compared to PS4, and if sales track ahead of PS4 for this fiscal year coming and for multiple ones by a notable margin, they could certainly outdo PS2 lifetime either before PS6 releases or by the first year or so PS6 is available.

Maybe. I'm still thinking PS5 lifetime will be somewhere between PS4 and PS2, but trend closer to the PS4 side. So, more than PS4, but less than 137 million.

Maybe they are moving to console because the recent PC GPU price are too fucking expensive and the games don't take advantage of their horsepower. Or because they had a tast of Sony's exclusives and want to play ALL the other ones and not only the few ones ported late.

I can see the PC GPU situation being a main reason; most PC gamers don't even have those expensive GPUs or the CPUs & motherboards to power them. Most are on cheap integrated Intel or AMD graphics. If they want an affordable upgrade to a more modern console-like experience, why not just actually buy a console?

Because I doubt the majority of PC gamers want to bother with messing around with drivers and changing a suite of settings per game to get optimal performance, or managing system resources in the background through Task Manager. So that increases appeal for a console to them, considering you don't get THAT much more in performance with a powerful CPU/GPU for modern games (unless you are a very competitive eSports player, but at that point you aren't talking about graphically intensive games so much as framerate-heavy games that require high refresh rates).

I think if it's also to some notable degree, Sony having games on PC attracting users there to pick up a PS5, that bodes well for a more measured PC strategy. It means even though they may be getting some extra revenue off PC sales, PC is mainly acting as an advertising space and once they convert PC gamers over to PlayStation, they can scale back on certain ports until they feel a need to get more to convert. It can happen in phases, more or less. The money they would lose on scaling back specific PC releases is made up for in having new customers on the console buying the 1P games there, picking up a sub, buying 3P software and so forth.

Seeing their Wipeout and Sackboy games for mobile they aren't simply porting them. Sure, they'll end having the PS+ cloud gaming streaming in mobile and maybe some game will be ported directly but seems that their mobile games seems are going to be in most cases game designed specifically as separate games for mobile.

At least, those are their plans for now. And it makes sense the mobile games are specifically designed for that audience, as they have a different taste in games and spending. But if baseline design scope ambitions grow for them and those games can maybe be a decent fit to also bring to the console as bonus content in PS+, then I don't see why they wouldn't explore the possibility.

Regarding PC, big SP AAA games are working great but very likely their new take on GaaS MP titles will work better both in console and PC. Maybe even a few of these GaaS MP titles may be more PC oriented, like MMORPG for Asian market typical from PC: the rumored Horizon title from that Korean company sounded like that.

Yeah, and what I'm saying in this regard is if they can get some live-service GaaS titles specifically tuned for the PC audience and be big revenue generators, that puts less reliance on needing to port the marquee AAA SP games in general, let alone risk shortening porting windows. And IMO that helps add perceived value to the console and its content, at the end of the day.

Sony prioritizes and will continue prioritizing PS, which is by far their main market. And inside their 1st party games their priority aren't GaaS, are the SP AAA games instead.

Some of their GaaS will be ported to PC, not all. And some of them will be released on PC (like the Bungie ones and potentially some day MLB) and others not (like Dreams, PS Destruction All Star, GT7 or -until now- MLB).

The odd thing here for me is that something like Dreams actually WOULD be a strong fit for a PC port, at least in theory. But personally I'd rather them prioritize adding functions for PS5 & PSVR2, and opening up the ability to secure a license for selling your own games & content created with the program through a marketplace. There are probably a lot of creators who have been wanting it for a while, so hopefully it's on the way.

Plague of Tale is a small game compared to the big Sony AAA games, which are selling over 15-20M with a single console plus at least a handful million each on PC.

Yeah but after the success of Sony's games on PC you'd think Plague Tale Requiem would've moved more than it did. It's got a lot of the similar story-driven flavor, so is the audience for that on PC really in it for the genre or just for Sony's offerings in particular? And if the latter, what's the actual size of that audience?

Returnal and Sackboy are smaller niche games compared to GoW or TLOU. Compared to PS, Returnal fits better with the Steam audience, while Sackboy fits worse than in PS.

Dunno about that take on Sackboy; 3D platformers don't do too bad on Steam. It Takes Two did pretty well IIRC. I still think it was a victim of bad release timing.

Returnal was released when PS5 had a tiny userbase, and Steam has an insanely huge audience.

So Returnal should perform in PC way better than in PS and way better than Sackboy.

It'll be interesting to see how it does but I'm hoping it finds a big audience. I think a lot of the Soulsborne fans will probably take a liking to it, although it's scifi and not dark fantasy, and its challenge is a lot more on testing dexterity and movement, which is a bit different from the type of challenge Soulsborne games tend to focus on.

TLOU is a too old game like Uncharted 4, but got a more extensive update with the remake and now with the tv show bump I'd bet it will sell very well in PC as seen with Days Gone, Horizon, GoW or Spider-Man. Because also like them and unlike Uncharted 4, TLOU is the start of the story and with Uncharted they did a dumb move starting in PC with the last episode instead of with the first one.

They probably did that with Uncharted because they thought it'd be a tough sell to bring the first game or two to PC as simple remasters, and not do a remake for them. Dunno what their Uncharted plans for PC will be going forward; do know that if Uncharted 5 is in the works, that won't be hitting PC for a long while (or at least, in line with how I feel the porting strategy should go, it shouldn't).
 

Zzero

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In regards to Sackboy, maybe the game just isn't good. I forget which studio made it but they were a gun for hire with a very mediocre track record.
 

Yurinka

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I think if it's also to some notable degree, Sony having games on PC attracting users there to pick up a PS5, that bodes well for a more measured PC strategy. It means even though they may be getting some extra revenue off PC sales, PC is mainly acting as an advertising space and once they convert PC gamers over to PlayStation, they can scale back on certain ports until they feel a need to get more to convert.
I think that with PC their main goal is first to make extra revenue with a huge userbase that can't be reached via console. And then a secondary would be to convert some of them to PS.

This always considering PC a secondary market for them while being PS their main business. Specially because they have no PC store and even if they create it, to grow a PC userbase on it would require many years. And even after that, PS pretty likely will continue being their main platform.

I think the smarter way for them would be to unify their PS, PC and mobile PSN store/friendlist/online for MP matches/library making all their games released on PC crossbuy with PS. Meaning, that if you bought their game on PS you don't have to buy it on PC and viceversa.

The odd thing here for me is that something like Dreams actually WOULD be a strong fit for a PC port, at least in theory. But personally I'd rather them prioritize adding functions for PS5 & PSVR2, and opening up the ability to secure a license for selling your own games & content created with the program through a marketplace. There are probably a lot of creators who have been wanting it for a while, so hopefully it's on the way.
Yes, I think they may be working on a PSVR2/PS5 release but a PC one would be a great idea that I think could work way better than the PS version. But I also think it could be a very difficult game to port.

I think Dreams could be one of the games to be ported to PC in 2023 or 2024.

Yeah but after the success of Sony's games on PC you'd think Plague Tale Requiem would've moved more than it did. It's got a lot of the similar story-driven flavor, so is the audience for that on PC really in it for the genre or just for Sony's offerings in particular? And if the latter, what's the actual size of that audience?
A Plague Tale Requiem is a b tier IP compared to the big Sony games and Sony as a publisher is also way bigger and their marketing is more powerful than the one from Focus.

Dunno about that take on Sackboy; 3D platformers don't do too bad on Steam. It Takes Two did pretty well IIRC. I still think it was a victim of bad release timing.
It Takes Two was the goty of its year and a very different approach and target user, it isn't a comparable game.

They probably did that with Uncharted because they thought it'd be a tough sell to bring the first game or two to PC as simple remasters, and not do a remake for them. Dunno what their Uncharted plans for PC will be going forward; do know that if Uncharted 5 is in the works, that won't be hitting PC for a long while (or at least, in line with how I feel the porting strategy should go, it shouldn't).
I think Sony should have released the Nathan Drake Collection before the Legacy of Thieves Collection on PC. I assume that if they didn't do it because maybe they felt too outdated so had to remake them, or required too much time and wanted to release something on time for the movie.

The Uncharted movie has been super sucessful so will want to make more Uncharted movies, so would be a good opportunity for Sony to release more Uncharted games stuff. And well, if Sony wants to refurbish and port some of their best selling stuff to PC, specially after having released the Legacy of Thieves collection makes a ton of sense that they would want to port the Nathan Drake collection to PC.

This or remake Uncharted 1, 2 and 3 separatedly for PS5 and PC.
 

KiryuRealty

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28 Nov 2022
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Where it’s at.
Windows isn't as important to Microsoft now as it was in the past but it's still one of their core pillars.
You could NOT be more wrong.

Without Windows being the standard OS for business, MS is dead. It is the centrepiece of their monopoly. It powers the cloud servers they want everyone to rent space on, it powers the Xbox, it brings them revenue from PC manufacturers, it traps users in their ecosystem.
 

Zzero

Major Tom
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Maybe you have no clue about it and are just continuing your Xbox ignorance in your posting habits.

Actually, scratch the maybe.
Maybe I said "maybe" because I haven't played the game. Actually, scratch that, definitely. Have played Sumo Digital games before though and was not impressed.

As to your pathetic Xbox obsession, my only current gen console is a Switch.
 

KiryuRealty

Cambridge Dictionary High Priest of Grammar
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Where it’s at.
Maybe I said "maybe" because I haven't played the game. Actually, scratch that, definitely. Have played Sumo Digital games before though and was not impressed.

As to your pathetic Xbox obsession, my only current gen console is a Switch.
You still don't know shit. And only having a Switch while calling anyone else pathetic is just LOL.

You post a LOT of Xbot talking points for a Mario humper.
 
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Zzero

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You still don't know shit. And only having a Switch while calling anyone else pathetic is just LOL.

You post a LOT of Xbot talking points for a Mario humper.
My purchasing choices mark me as a gaming connoisseur and man of good taste.

Enjoy your 500 dollar seasickness simulator.