Playstation Studios [OT]: News, hype and rumors about PS Studios and Bungie

KnittedKnight

KnittedKnight

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It would be extremely interesting in seeing how Bluepoint makes a Bloodborne 2 work.

Life of P shows that copycat Souls are possible - in the sense of getting a greenlight/being funded.
 
Dabaus

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From Modiz at resetera:
Sony's CFO (soon to be president) has now talked a bit about gaming to investors (not a whole lot of new stuff):
Gaming, Pictures and Music are the strategic investment areas for Sony in his eyes.
Repeats the strong PS5 demand and expects to catch up to PS4 this year (no surprises), no comment on if they expect FY24 or FY25 to be the peak year of PS5 sales, however says MAU is also a very important KPI for them to focus, hence why they are looking to reach PC and mobile audiences.
He didnt speak of PSVR2's current performance, but said he thinks theres a good chance for PSVR2 to surpass PSVR1’s sales on the PS4.
Bungie was acquired to help their studios adapt to make live service games.
Sony has 0.7 trillion yen left for their strategic investment guidance ending March 2024, due to the weakening of the yen that’s roughly 5 billion dollars. In the fiscal year starting April 2024 they’ll have new guidance for investments


I figured sony wouldve had alot more than 5 billion until April 2024, that doesnt seem like alot to be honest. The new ceo focusing on gaming is good though.
 
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Gods&Monsters

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Dabaus said:
From Modiz at resetera:
Sony's CFO (soon to be president) has now talked a bit about gaming to investors (not a whole lot of new stuff):
Gaming, Pictures and Music are the strategic investment areas for Sony in his eyes.
Repeats the strong PS5 demand and expects to catch up to PS4 this year (no surprises), no comment on if they expect FY24 or FY25 to be the peak year of PS5 sales, however says MAU is also a very important KPI for them to focus, hence why they are looking to reach PC and mobile audiences.
He didnt speak of PSVR2's current performance, but said he thinks theres a good chance for PSVR2 to surpass PSVR1’s sales on the PS4.
Bungie was acquired to help their studios adapt to make live service games.
Sony has 0.7 trillion yen left for their strategic investment guidance ending March 2024, due to the weakening of the yen that’s roughly 5 billion dollars. In the fiscal year starting April 2024 they’ll have new guidance for investments


I figured sony wouldve had alot more than 5 billion until April 2024, that doesnt seem like alot to be honest. The new ceo focusing on gaming is good though.
Click to expand...
They have 5 billions left so they didn't use any of it while MS is stuck with Acti? How sad is that.
 
KnittedKnight

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At the current rate of inflation and with the geopolitical outlook looking to worsen, getting rid of that 5 billion ASAP is the way to go.
 
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anonpuffs

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I thought they had quite a bit more than that last year? There must have been some unannounced purchase(s) in the past year. Pretty sure after they bought Bungie they had $10b left so they must have spent at least $4b more in the last calendar year. Did anyone see if they made significant purchases in their other segments? Music?
 
Yobo

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$5 billion is just the minimum they need to spend because thats what they told investors they were spending on M&A

They can always jump in if something bigger comes up
 
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Yurinka

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Dabaus said:
From Modiz at resetera:
Sony's CFO (soon to be president) has now talked a bit about gaming to investors (not a whole lot of new stuff):
Gaming, Pictures and Music are the strategic investment areas for Sony in his eyes.
Repeats the strong PS5 demand and expects to catch up to PS4 this year (no surprises), no comment on if they expect FY24 or FY25 to be the peak year of PS5 sales, however says MAU is also a very important KPI for them to focus, hence why they are looking to reach PC and mobile audiences.
He didnt speak of PSVR2's current performance, but said he thinks theres a good chance for PSVR2 to surpass PSVR1’s sales on the PS4.
Bungie was acquired to help their studios adapt to make live service games.
Sony has 0.7 trillion yen left for their strategic investment guidance ending March 2024, due to the weakening of the yen that’s roughly 5 billion dollars. In the fiscal year starting April 2024 they’ll have new guidance for investments


I figured sony wouldve had alot more than 5 billion until April 2024, that doesnt seem like alot to be honest. The new ceo focusing on gaming is good though.
Click to expand...
Yes, I knew it was a bit under $7B (there were smaller acquisitions after Bungie), so around $5.1B makes sense.

We have to remember that this budget is for the whole Sony, not only SIE/gaming. And that the budget isn't only for acquisitions, it's for acquisitions+investments+Sony stock repurchases. As I remember a year ago or so around 40% of that budget was spent on gaming acquisitions.

If they keep having a similar percent it would mean they'd have around $2B for gaming acquisitions for this year, unless they review this budget (something they already did in the past).
 
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anonpuffs

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Yurinka said:
Yes, I knew it was a bit under $7B (there were smaller acquisitions after Bungie), so around $5.1B makes sense.

We have to remember that this budget is for the whole Sony, not only SIE/gaming. And that the budget isn't only for acquisitions, it's for acquisitions+investments+Sony stock repurchases. As I remember a year ago or so around 40% of that budget was spent on gaming acquisitions.

If they keep having a similar percent it would mean they'd have around $2B for gaming acquisitions for this year, unless they review this budget (something they already did in the past).
Click to expand...
They did say in a recent investor call that their acquisitions going forward were mainly going to be gaming focused as they had finished their acquisitions for the other divisions
 
KiryuRealty

KiryuRealty

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Where it’s at.
Dabaus said:
Right, almost like they’re sitting on it on purpose? Just take 2 billion and dump a billion each into square and capcom. That’s like 20 percent stake for each.
Click to expand...
Visibility.


We have no visibility into what is going on within Sony and any potential acquisitions.

A merger can take years of negotiations before it is at a point where it can be announced. None of us are aware of what may be in the negotiation process right now. That doesn’t mean nothing is going on.
 
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Gediminas

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KiryuRealty said:
Visibility.


We have no visibility into what is going on within Sony and any potential acquisitions.

A merger can take years of negotiations before it is at a point where it can be announced. None of us are aware of what may be in the negotiation process right now. That doesn’t mean nothing is going on.
Click to expand...
Bungie says hi, in this regard :)
 
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Yurinka

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anonpuffs said:
They did say in a recent investor call that their acquisitions going forward were mainly going to be gaming focused as they had finished their acquisitions for the other divisions
Click to expand...
I don't remember this. How long ago? I'd like to see what they exactly said.
 
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stebin alex

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careers.bungie.com

Director, Strategic Initiatives - Publishing - Bungie Careers

At Bungie, we create worlds that inspire friendship. Founded in 1991, we've been doing it for nearly 30 years. Come join us!
careers.bungie.com careers.bungie.com

Bungie's Director of Strategic Initiatives is responsible for driving publishing collaboration and cross-company efficiencies between Bungie and SIE. This role will be the main point of contact and strategic leader for Bungie and SIE initiatives, goals, KPIs, and reporting across Bungie Publishing. The Director of Strategic Initiatives prioritizes and executes Publishing plans across Bungie and SIE in collaboration with a counterpart at SIE. Additionally, the Director will be required to drive select Sony and partner marketing meetings in collaborative efforts to gain and exchange knowledge and experience to build upon the SIE and Bungie partnership.

The Director of Strategic Initiatives will engage with Publishing leaders and the CMO to create a Bungie & SIE support structure that meets the needs of internal stakeholders at both companies. This role is the main point of contact for Publishing strategic planning with SIE.
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RESPONSIBILITIES

Provides deep knowledge of strategy integration and progress on Publishing plans with SIE to the Bungie Leadership Team in partnership with the Office of Strategic Initiatives.
Identifies and facilitates opportunities for integration between SIE and Bungie to maximize Publishing impact.
Identifies and plans Publishing-wide collaboration across priority areas and specific programs.
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stebin alex

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We know that SIE Publishing and Bungie Publishing were planning together to create a Live Service Center of Excellence thing, as per the Investor report thing last year.
We are now seeing the fruits of those changes now.
 
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