[Insom. Leaks] Biz Update: PS4/PS5 Platform Health — Feb. 2023 | Presentation. Also PS5 Users Spent More Time Playing Single-Player Than Multiplayer.

Gamernyc78

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The source is this recent post from /r/GamingLeaksAndRumours. Enjoy

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*Credit thick thighs on gaf

Also...

PS5 Users Spent More Time Playing Single-Player Games Than Multiplayer​



Also 1/15/24



PlayStation 5 Surpasses PS4 in Average Gameplay Time, Platform Retention and Various Other Factors, Leaked Data Reveals​


The PlayStation 5 is surpassing the PlayStation 4 in various aspects. While this might seem obvious, a leaked performance comparison presentation has surfaced from the recent Insomniac Games hack, providing insights into how console owners engage with games

The slides (as spotted by PlayStation LifeStyle) reveals data comparing at 27 months in. It reveals that the PS5 has a higher attach rate than the PS4, at 94% vs. 92% during a comparable stage in their life spans.

The average playtime on the PS5 is also greater by a minimum of 6%, and both platform retention and the percentage of gameplay hours per user surpass those of the PS4.

The current-gen console also boasts a significant attach rate for PlayStation Plus. The presentation delved into the habits of players who are new to the PS5 compared to those who were new to the PS4, highlighting that compared to the PS4, the PS5 exhibits a higher gameplay attach rate and increased average gameplay time.

This suggests that gamers with the PS5 are spending more time gaming on it compared to those with the PS4. Interestingly, new PS5 owners allocate 25% of their gaming time to free-to-play (F2P) games, a significant increase from the 4% observed on the PS4. This sheds light on the growing preference for live service games, with data indicating that new PS5 users particularly favour F2P titles.
 
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Gamernyc78

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I feel like I’m at work with these 🤓
It looks like as of February 2023, the majority of the time spent was in Single-Player 'Offline' games as per graph as someone mentioned on another forum.

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D

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It looks like as of February 2023, the majority of the time spent was in Single-Player 'Offline' games as per graph as someone mentioned on another forum.

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Would love to see the PS3 and PS4 graphs for this. Just to see if there is any visual correlation of a steady upward movement for F2P titles when Sony gated online in 2013. Mind you, you gotta take into consideration the install base at those particular points of time, to get an average first but still.

What this graph does show is that predatory gambling, and dopamine hooks work. A stagnant share of playtime more or less yet the returns over your normal boxed title are not even close to comparable - specially big hit F2P GaaS like the Fortnite's, Apex and Warzone's of this world. The disproportionate spend is not optimal nor healthy imo for the industry. It def can make any fan of the traditional model in love with regulation just to clamp on that bullshit.
 
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Papacheeks

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Would love to see the PS3 and PS4 graphs for this. Just to see if there is any visual correlation of a steady upward movement for F2P titles when Sony gated online in 2013. Mind you, you gotta take into consideration the install base at those particular points of time, to get an average first but still.

What this graph does show is that predatory gambling, and dopamine hooks work. A stagnant share of playtime more or less yet the returns over your normal boxed title are not even close to comparable - specially big hit F2P GaaS like the Fortnite's, Apex and Warzone's of this world. The disproportionate spend is not optimal nor healthy imo for the industry. It def can make any fan of the traditional model in love with regulation just to clamp on that bullshit.

They didn't gate F2P titles.
 
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Gamernyc78

Gamernyc78

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OK. Missed it
It's cool, it was easily missable. Good data though as it shows multiplayer games aren't the be all, end all but we already know tht through Nintendo games and Sony turning PS3 around mostly due to high quality campaign focused games.
 
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Yurinka

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This powerpoint has a lot of very interesting data, like this one: once they solved the supply issue in December 2022, around half of the people who bought a PS5 since there didn't have a PS4 (or did use a new PSN user).

Meaning, pretty likely around half of the people buying PS5s comes from Xbox or PC. We saw in many sales rankings PS5 getting over 100% increases YoY in 2023, while Xbox or Switch didn't decrease that much. So I assume some people must come from rival consoles, but also a big chunk from PC.

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This also means that PS5 is growing the PS userbase with a lot of new to PS users (as we saw with the recent MAU all time record) but a ton of PS4 users will join later because are still engaged with PS4, as we see here as February the MAU in PS4 was still considerably bigger than in PS4, meaning a lot of them will join PS5 later in the road:
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We saw in the first graph I posted in this post that as time evolved, the % of new to PS increases over time. We also see in this graph that as time evolves, also the % of gameplay offline increases. I assume there are different reasons for this:
  • There's more people new to PS, who wants to play PS exclusives. And most of them are SP, because most MP games are multiplatform so they already had them in their platform
  • There's more next gen only games, so people who migrate from PS4 to PS5 go to play them (and most of them are SP)
  • Other than the typical ones from every year (GTA, CoD, FIFA, NBA, AC, Far Cry...) most 2022 best selling PS5 games were SP games: Elden Ring, Cyberpunk, HFW, GoWR, Jedi Fallen Order, Lego Star Wars, Sifu, Stray... https://blog.playstation.com/2023/01/17/playstation-stores-top-downloads-of-2022/
  • New to PS players maybe are more likely to be playing old catalog games from PS+ Games and Classic collections, which most of them are SP.

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Looking at this data, it couldn't be more clear that Sony's GaaS pivot is just beyond stupid.
What is stupid is to assume that more players means more revenue/profit (so better business).

Offline having more players doesn't mean they generate more revenue or profits than MP/GaaS games. And on average successful GaaS title generates more revenue than non-GaaS successful title.

All big publishers like Sony are expanding to GaaS because they and their addons generate more revenue and year after year addons revenue keeps growing and replacing game sales revenue:

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They didn't gate F2P titles.
Obv. traditional boxed. Can see how that sentence could be misinterpreted to mean also F2P, but I'm expecting the audience to understand and know the difference.
 

arvfab

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What is stupid is to assume that more players means more revenue.

Offline having more players doesn't mean they generate more revenue or profits than MP/GaaS games. And on average successful GaaS title generates more revenue than non-GaaS successful title.

All big publishers like Sony are expanding to GaaS because they and their addons generate more revenue and year after year addons revenue keeps growing and replacing game sales revenue:

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But you can't generate revenue if you don't sell the game to your userbase....
 

Yurinka

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But you can't generate revenue if you don't sell the game to your userbase....
Specially in GaaS, in addition to sell games they also sell addons (DLC, IAP, passes, etc). Meaning that the average revenue they make per user is higher than in a non-GaaS title.

And as we saw in other leaked powerpoint some GaaS make more money from these addons than with their sales.

In addition to this, many of these GaaS (FIFA, CoD, NBA, GTA...) are also top sellers.

But the key point here is that GaaS provide the extra revenue source (normally recurring) of their addons. And AAA publishers need extra revenue sources to compensate the insane budget increases they have every new generation, so they bet more on GaaS than before (which doesn't mean to invest less in non-GaaS titles, Sony is also increasing their investment in non-GaaS titles, which are the majority of the titles they have under development).
 
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Alabtrosmyster

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I think that the mistake a lot of people make is that they see the numbers for the few very big GaaS games and figure that's representative of the market when comparing to a few individual SP games.

You need to compare the total for both to see what people really do overall, because most won't spend 200 hours in a month in a game like TLoU... You'll do a replay from time to time.