Just a bit more to understand…
FY21 Others: $1.70 billion.
FY21 PC games: $80 million.
Let’s say accessories is the same as FY21.
That left $0.8m for PSVR2 and PC games.
But accessories is probably up this year and PSVR2 is the most of the rest… I mean 1 million PSVR2 is already over $500 million revenue.
PC games is probably around $200-300m max imo.
I assume they are so bad because they are not a proffesional analysts, but only random guys from internet.
As many mentioned, PC games didn't make $2.5 billion, Sony forecasted that their PS Studios games were going to make this fiscal year in PC $300M. The $2.5B number also includes other things like accesories such new gamepads and PSVR (even if maybe this time included PSVR2 in the 'hardware' part, which algo got a great bump this quarter).
According to my estimates from Steam sales, around $300M is approximatedly the accumulated the PS Studios PC titles did since they started in Steam many years ago. This year they also have Bungie, so adding Destiny 2 PC (a top game there) pretty likely made $300M this year alone.
Let's see what Sony said other than the $2.5B figure:
"sales of first-party software for the full fiscal year of FY22, including Bungie, grew significantly, with dollar-based sales increasing by 41% year-on-year"
https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_sonyspeech.pdf
If we look at the PS5 first party game units solds (not dollar sales) they decreased from 43.9M to 43.3M this year but due to exchange rate changes pretty likely improved in dollar sales YoY. As an example, the total PS5 software sales decreased in units from 303.2M to 264.2M but increased their total PS5 game revenue from 699759M yen to 854371M yen (22% up, but this mostly includes 3rd party).
Meaning, if their PC sales must have increased way more than 41% if their PS5+PC total revenue is 41% up YoY, specially considering their PC sales are way smaller than their PS5 first party sales.
So as a rough estimate makes sense to think they achieved their $300M forecast in PC, or achieved something close to that.
Bloomberg's concern trolling was something different. Derek was the one who created this fictional $70 games is hurting sales narrative out of thin air.
It proven to be false: the amount of games sold for PS5 slightly decreased but their revenue from PS5 game sales, PS5 digital add-ons (DLC/IAP/passes) sales and game subs ('network services') kept increasing year over year. See the image I posted above.
I like Playstation games coming to Steam and I hope we get more of them.
They confirmed that more catalog titles ('catalog' means originally released in previous fiscal years) will be released in PC.
https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_sonyspeech.pdf
Their PC ports of old games probably is what gives them the biggest ROI and require little investment/risk but big profits. And PS5 makes more money now than before both in hardware, software and game subs, meaning PC didn't negatively affected them. So obviously they'll keep investing on more PC ports of old games.
Regarding day one games on PC, according to Hermen only some PS Studios GaaS maybe potentially could release day one. The other ones would be released on PC at least around a year or more later. The Bungie ones will be day one in all platforms including PC. We know that the Firewalk game is also coming to PC, but not sure if day one (potentially yes).