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For reference this is mine and Ampere's sell-trhough estimates. Add ~1M for shipment Ampere shipment EoY 2023 ~ 28M My shipment EoY 2023 ~ 26M XBS Sell in Ampere Own 2020 2.8 2.8 2021 7.7 7.5 2022 9 8 2023 7.6 6.5 2024 estimate 5.5 I estimate XBS will have a LTD in...

Its my table I made from the leaked data, putting it all in one place. The estimate is mine not Sony's.

We got revenue figures including physical at the end of Feb 2022: Lifetime it shojuld be: Horizon FW : $600M+ GT7 : $450M+ Ghost : $650M+ TLOU II : $650M+ GOWR : $1B+ SM2 : $1B+ RC RA: $250M+ $300M was only for Insomniac which is a california studio and for Sony's biggest IP. Its by no...

Its not. Same Insomniac leak but very few if any found this document These are sales till Jun 2023 Most numbers online about the leak are of Feb 2022

Wrong. TLOU P2 has some of the best legs out of all PS titles now. It sold the most digital units in that period only behind Ragnorak which was a new release. TLOU P2 sales should be 16M+ now. Remember that table is just digital units, does not include physical. TLOU in 1.5 years already...

2 things. 1 Xbox division is collapsing in revenue due to Gamepass stagnating and hardware/software tanking. Even worse since PS is growing. 2 ABK profits are hugely down 2021 ABK had OI of $3.26B = 37% margin 2022 ABK had an OI of $1.67B = 22% margin FY24 Q3 ABK Rev = $1.97B ABK...

I provided 3 clear current admin cases, where 4-5 firms control the majority of the US market, just like Hollywood, and trying to reduce that number to 4 or 3 were blocked by US courts. Your response: feelings. lol Yes, you've made your misguided opinions clear. Too bad you don't get to...

Already told you: Read about Penguin/SS Read about JetBlue/Spirit Read about AA/JetBlue Gaming is nowhere near as concentrated as Hollywood. The Judge for the MSFT case had a son working for MSFT. Appeal courts have already heard the FTC appeal and we're waiting on a decision. Impossible...

You're out of your depth here. Disney/Fox did not go to courts. And thats not how legal precedent works, especially in anti-trust. A District Court precedent is only there in that district. An appeal precedent is only there in that circuit. There are 94 districts and 12 Ciruits. There are...

Also the mental gymnastics one has to do to justify pouring something like $10B into: Paramount Plus which lost $1.8B a year Paramout Studios which lost $0.2B a year and get at best 25% stake of a declining TV buisness All so Sony can prop Sony Pictures, a segment that makes a measly $0.8B in...

2019 FTC was under Republican Donald Trump, very pro-monopoly. 2020 onwards was Democrat Joe Biden who placed Lina Khan in charger of the FTC and made an executive order to push anti-trust. Its the biggest change in US anti-trust for the past 40 years. 2020-2023 the FTC have gone after 28...

Spiltting an already declining asset is just a fools errand in extracting value. Truly a desperate move. Completely different FTC. There's 0 chance current FTC/DOJ do not go after Sony for this. 0. And they've won 3 very similar cases: American Airline/Jet Blue, Jet Blue/Spirit, Penguin/SS

A lot of misunderstanding here: Firstly, Paramount may have $30B in revenue but $20B of that is Linear TV revenue via stuff like CBS. Sony, and any foreign company, is banned from ever owning one of the big 5 or so US TV networks. So automatically, Sony's available revenue is $10B. Oh and...

If PC is 200K leaves 800K for PS and XB. PS is 300K in JP, leaving 500K PS/XB rotw. https://www.installbaseforum.com/forums/threads/msft-cma-pf-response-global-game-sales-volume-of-publishers-across-console-platforms-in-2021.1457/#post-145474 We already know the general splits for game sales...

No need to worry. FF is very profitable due to how much it sells at full price. 3-5M = $200-350M in revenue. Dev cost is likely <$100M due to lower JP wages, so its very profitable for SE. Even more so when Sony pays up and does marketing. CCU are not sales. Try again. Playstation Y8 JP...

His source are analyst estimates of unknown accuracy. Reminder analysts do not have access to NPD digital sales or JP digital sales or rest of the world region sales. NA and JP are the two biggest markets for FF.

That user is once again spreading misinformation. Sony reports digital revenue as 100% not just their 30% cut Sony reports physical revenue as just their cut which is ~10-15% as a platform holder in physical iirc. i.e 3rd party digital game is reported as $70 same 3rd party physical game is...

China and SK are monopolised by Tencent, NetEase and SK firms. Anyone with basic knowledge would know this. Steam is not a gotcha. Steams revenue is estimated as $7B globally of which a fraction is China. China revenue is miniscule to the entire Chinese market of $14B. Sure Playstation...

Wrong SK FTC report: https://www.ftc.go.kr/solution/skin/doc.html?fn=9216094d19044d3ff1dc5088a9448343a2b77fd880b599c199c8466a2adfdc8b&rs=/fileupload/data/result//news/report/2023/ Mobile: $9.2B, 57.9% PC: $4.3B, 26.8% Console: $0.8B, 5% Arcade: $0.2B, 1.3% WW numbers from SK FTC as well...

See some of my graphs being posted. People tend to conflate the PC market for AAA/AA/F2P games because they include China and SK, huge PC markets, but are largely untapped to foreign companies due to demographics and government laws. The PC market may be $40B globally but $20B of that is China...