PlayStation 5 sold 4.9 million units in the last quarter, reaches 46.6 million lifetime units sold, Spider-man 2 at 5 millions on October 30th

[Yurinka]

The livecast of he presentation + Q&A is finally live:

Sony Group Corporation　［FAST］FY2023 Q2 Earnings Announcement

www.irwebmeeting.com

They think that the release of stuff like the new SKU and PS Portal may help them achieve their 25M target, highlight Spider-Man 2 as a hit:

They think than the addition of new PS+ content and features such as the new streaming of PS5 games will help them increase the percentage of subbers who have Extra or Premium:

Amazon Video subscribers will be able to subscribe to Crunchyroll as an add-on channel (as of now available for USA and UK, more countries to be added later):

 

[Evilms]

 

[KiryuRealty]

I think PS5, right now should be very close to 50 million. I hope we can get an announcement before Christmas.

We will definitely hear something from Sony when they hit 50 million, that's a milestone that would utterly crush Xbox sales potential.

 

[Yurinka]

https://www.irwebmeeting.com/sony/fast/20231109/m8q63fxg/202403_2q_02_en/index.html

Q&A:

• When asked about layoffs mentioned in the media, he said that they made studio acquisitions like Bungie to increase competitivity and to become more efficient. As part of that, ot Bungie fired around 100 people in indirect divisions to become more efficient.
• Regarding the 12 GaaS, as usual the transltion is awful but he mentions they want these games to be played and liked for a long period of time. Mentions they have been reviewing them, and 6 of them will still be released before April 2026. But due to not meeting player expectations they are still working on when to release the other 6 because "It's not that we stick to certain titles, but for gamers the most important thing is quality (so leads to think the other 6 have been delayed to improve them, and pretty likely will be released after March 2026).
• They keep the 25M target, thinks Spider-Man 2 will help. As usual may review it if needed after seeing the Q3 performance.
• (00:45:40) Acquisition related costs -not only Bungie, but also a number of others- peaked in FY23 (current FY) and will decrease a 20% for FY24 on a USD basis. (please notice he's talking why profits were impacted and why will improve next fiscal year, and he's talking about acquisition related costs of acquisitions made in previous years)
• He expects this FY to be when PS5 hardware sales will peak

Edit: Sony must replace this translator and use instead someone who speaks English decently, or use AI instead. It's the first time I think someone deserves to be replaced by AI.

Ever since jimbo gone pc port news seems to be slowing down wonder why

The PC ports segment increased its revenue both this quarter and half of fiscal yeaar compared to the previous year.

They have no reasons to scale down the PC ports when the related revenue keep increasing every year, and recently announced HFW.

Maybe they have the porters busy with something else, or are waiting to announce stuff in specific places (as Doritos Awards) or to align their release or announcement to the release or announcement of something else related (like a sequel, or a tv show/movie adaptation).

 

[Johnic]

So what I said the Spider-man 3 thread turned true even when some guys tried to to shutdown the discussion due “logic” lol

Spider-man 2 was the first game from Sony with a week early sales… so you had units sales from the bundle that started to sell a week early.

That inflated the day one sales.
So Sony used the day one record PR because they had the 3 days data but it was not a record for PR.

It sold less than TLOU2 and GoW Ragnarok at launch after the first 24 hours.

One tiny little bit of info here. Both of those games sold on a console with double the user base of PS5, with GOW releasing on both PS4 and 5 and only sold 100 000 more in the same time period.

 

[Danja]

With this man in-charge we'll be begging back for the days of Jim Ryan, I fear.

 

[Danja]

The PC ports segment increased its revenue both this quarter and half of fiscal yeaar compared to the previous year.

They have no reasons to scale down the PC ports when the related revenue keep increasing every year, and recently announced HFW.

HFW will bomb on PC and you'll be in that thread damage controlling it

 

[historia]

That guy needs to be taken off social media for spreading lies and blatant propaganda. All he does is attack Sony. Everyone knows now though, so he is a joke anyway.

This cunt born in Osaka, studied his whole life in Aichi. No wonder he is such an lowpark.

 

[Darth Vader]

The PC ports segment increased its revenue both this quarter and half of fiscal yeaar compared to the previous year.

Source? Because this doesn't mention it:

Sony Group Corporation　［FAST］FY2023 Q2 Earnings Announcement

www.irwebmeeting.com

One tiny little bit of info here. Both of those games sold on a console with double the user base of PS5, with GOW releasing on both PS4 and 5 and only sold 100 000 more in the same time period.

Ahm no? GoW Ragnarok sold 5.1M in the first week, and it was like 3 or 4 days. SM2 sold 5M in 10 days.

 

[Evilms]

 

[ethomaz]

One tiny little bit of info here. Both of those games sold on a console with double the user base of PS5, with GOW releasing on both PS4 and 5 and only sold 100 000 more in the same time period.

IMO I don't think user base affect that much sales of popular IPs.
That is something we see more and more.

Again in my opinion is the opposite... a game in a small user base will make people buy the hardware increasing the userbase.
That is why games usually doesn't increase that much in sales ever after years and the userbase growing from 40m to 100m.
The post launch window (I mean here the first months including the first holidays... you can say the first year) sales are usually less than 30% of overall franchise sales.

I see a lot of guys saying the user base point but what I see is that a big franchise released at small userbase will grow the userbase.
People will buy the hardware because he wants to play that game.

That is why games released early in the gen sells comparable with games at late of the gen where the userbase is bigger.

Of course... the userbase excuse was fine when PS5 was supply constrained... because the gamer could not buy the console to play the game... so in that way it affected game sales.

 

[Yurinka]

IMO I don't think user base affect that much sales of popular IPs.
That is something we see more and more.

Again in my opinion is the opposite... a game in a small user base will make people buy the hardware increasing the userbase.
That is why games usually doesn't increase that much in sales ever after years and the userbase growing from 40m to 100m.
The post launch window (I mean here the first months including the first holidays... you can say the first year) sales are usually less than 30% of overall franchise sales.

I see a lot of guys saying the user base point but what I see is that a big franchise released at small userbase will grow the userbase.
People will buy the hardware because he wants to play that game.

That is why games released early in the gen sells comparable with games at late of the gen where the userbase is bigger.

Of course... the userbase excuse was fine when PS5 was supply constrained... because the gamer could not buy the console to play the game... so in that way it affected game sales.

Well, the installbase isn't an excuse. To release a PS5 only game when the console has only 5M hardware units isn't the same than to release it when it has 50M units.

And isn't the same to release it only there than to release it also on a console that has like 120M consoles sold, being a big portion of them still active.

HFW will bomb on PC and you'll be in that thread damage controlling it

As of April 2023, HZD sold 24.3M, and its late PC port should have sold until now around 2.5M (according to the reviews x25 quick estimation method). We saw that this quarter the revenue segment where Sony reports PC games continues growing YoY as usual.

Which is a great success, but even if the sequel performs even better and the PC games segment continues increasing its revenue you will continue saying it's a failure and that Sony is doomed. If it's the case yes, I'll be there not to make damage control, but to prove you wrong again showing some factual numbers.

 

[ethomaz]

Well, the installbase isn't an excuse. To release a PS5 only game when the console has only 5M hardware units isn't the same than to release it when it has 50M units.

And isn't the same to release it only there than to release it also on a console that has like 120M consoles sold, being a big portion of them still active.

I can only look to evidences.
I’m still to see a know IP franchise having low sales due install base instead it others aspects like quality.

In fact people will buy the hardware for these games so the install base excuse is moot.

Zelda shipped over 2.76m at launch month on Switch with a install base of 2.74m

Big Sony games have strong lunches even in the first months of consoles.
The exception is like I said if console is heavy supply affected… so people can’t buy it.

In fact for a lot of games it sells better in a lower install base when people have no option than bigger install base where people forget the game exists due a lot of options.

 

[On Demand]

So what I said the Spider-man 3 thread turned true even when some guys tried to to shutdown the discussion due “logic” lol

Spider-man 2 was the first game from Sony with a week early sales… so you had units sales from the bundle that started to sell a week early.

That inflated the day one sales.
So Sony used the day one record PR because they had the 3 days data but it was not a record for PR.

It sold less than TLOU2 and GoW Ragnarok at launch after the first 24 hours.

You’re crazy and always downplaying PlayStation sales.

Nothing was inflated. People buy those bundles for Spider-Man 2.

 

[Vertigo]

10 million for spidey in 10 days.

350 million is sales revenue…

Starfield would’ve had to have gotten 30 million NEW gamepass subscribers for similar bank (and then divvy it up across 700 gamepass games LOLs)

 

[ethomaz]

You’re crazy and always downplaying PlayStation sales.

Nothing was inflated. People buy those bundles for Spider-Man 2.

You are still in denial.
I were not crazy… I was just luck to make a right guess because it was logical.

BTW in any moment or post I downplayed the sales lol

 

[Cool hand luke]

I love it when xbox fans elaborately go out their way to pretend to be fans of something else. Sounds like a great use of your time.


I mean the Spider-Man sales might die down within a few weeks Mario will continue to sell After everyone’s done watching Spider-Man.

Bad news buddy, Spiderman is an evergreen. It's going to explode over the holidays. Spiderman 1 outsold Odyssey just like Spiderman 2 will outsell Mario Blunder

 

[Yurinka]

I can only look to evidences.
I’m still to see a know IP franchise having low sales due install base instead it others aspects like quality.

In fact people will buy the hardware for these games so the install base excuse is moot.

Zelda shipped over 2.76m at launch month on Switch with a install base of 2.74m

Big Sony games have strong lunches even in the first months of consoles.
The exception is like I said if console is heavy supply affected… so people can’t buy it.

In fact for a lot of games it sells better in a lower install base when people have no option than bigger install base where people forget the game exists due a lot of options.

If you only look at evidences you should look at the evidence that Zelda BotW, as the best rated game in history that it was with 96 MC and having sold over 30M copies is a super rare exception that can't be applied as example to any other game. Plus also the evidence that Switch unlike PS5 wasn't BC so it had a very limited launch lineup so sales were focused there.

And no, big Sony launch window games don't have big sales unless crossgen:

The crossgen launch game Miles Morales sold 6.5M in around a month.
The PS5 only Demon's Souls remake sold 1.4M in almost a year.
The PS5 only Returnal sold around 560K in around 3 months.
The PS5 only Ratchet Rift Apart sold 1.1M on its first month (around 10% of install base back then).

A few other evidences: The majority of Switch's game sales are from a few dozen top seller (most of them 1st party/exclusive) games, while in PlayStation total game sales are way bigger and spread across way more games, aren't focused in a few games, and the percentage of these games sales that are 3rd party (most of them multiplatform) is the big majority.

 

[ethomaz]

If you only look at evidences you should look at the evidence that Zelda BotW, as the best rated game in history that it was with 96 MC and having sold over 30M copies is a super rare exception that can't be applied as example to any other game. Plus also the evidence that Switch unlike PS5 wasn't BC so it had a very limited launch lineup so sales were focused there.

And no, big Sony launch window games don't have big sales unless crossgen:

The PS5 only Demon's Souls remake sold 1.4M in almost a year.
The PS5 only Ratchet Rift Apart sold 1.1M on its first month (10% install base back then).
The PS5 only Returnal sold around 560K in around 3 months.
The crossgen launch game Miles Morales sold 6.5M in around a month.

You list niche games as big examples.

Miles Morales should had sold around the same if PS5 exclusive that is my point.
The only issue is that it should be limited to how many PS5 Sony can ship because PS5 was supply limited.

Ragnarok should had sold around the same if PS5 exclusive but still limited by PS5 supply issues.
Same for GT7.

All these games releasing today on PS5 should had sold around the same... perhaps a bit more because you can buy PS5.

 

[Yurinka]

You list niche games as big examples.

I listed the PS5 launch window Sony games with available sales numbers to have samples of everything. Not sure if Sackboy (crossgen) or Destruction AllStars (PS5 only) also have sales numbers announced.

Miles Morales should had sold around the same if PS5 exclusive that is my point. The only issue is that it should be limited to how many PS5 Sony can ship because PS5 was supply limited.

No, because most PS users were still on PS4 and no console in game history sold 6.5M on its launch month. PS5 had the best launch in PlayStation history.

Ragnarok should had sold around the same if PS5 exclusive but still limited by PS5 supply issues.
Same for GT7.

All these games releasing today on PS5 should had sold around the same... perhaps a bit more because you can buy PS5.

No because according to Sony were dozens of millions of PS4 still active and buying games.