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.