PlayStation will win this generation in the next 6 months. Here's why.

[Heisenberg007]

It doesn't bother me in the slightest. I think two comparisons are fair:

• Absolute revenue and net profit of hardware vendors (Nintendo / Sony / Xbox)
• Console sales within the same segment (Sony / Xbox)

But doesn't bother me if people want to include Nintendo in the latter, it draws some decent that.

Actually,

• Revenue = PlayStation > Xbox > Nintendo
• Profits = Nintendo > PlayStation > Xbox
• Subscription = PlayStation > Nintendo > Xbox
• Console sales (same segment) = PlayStation > Xbox.

Either way, the competition is usually between PlayStation and Nintendo (both winning in certain metrics), while Xbox rarely gets in the picture.

 

[Remember_Spinal]

its so funny that Satya Nadella literally excluded Nintendo from sales metrics and now xbox fans are trying to “but actually…” Now that playstation is leading again

 

[Alabtrosmyster]

Just a quick question, how do you measure the "win"? Just consoles sales? Doesn't seem like a very good metric when both Playstation and Xbox are pivoting heavily into multiplatform, including PC.

I think that the relevant number here is console sales or anything on the console market. Unless you are Steam you will not win in gaming in the next 6 months. You could argue that gaming is mostly Steam/Apple/Google as they run the platforms where most gaming happens, so let's keep it to consoles so we don't have too many unmeasurable variables.

Obviously console sales are only good so long as they drive software sales (services if this is your thing, but I see them as predatory in nature, so as a client I don't want to give points to anyone for these).

Anyway, Sony has more registrations, sell more software and consoles than MS.

 

[adamsapple]

• Subscription = PlayStation > Nintendo > Xbox

This will never continue not to be such a disingenuous thing, it always makes me crack up

And then some of you guys say others do "but actually .." with a straight face.


Not only are we ignoring the fact that the PS 'subscription' number is counting post merger of two different services, we're also ignoring that we don't have a count of XBL Gold numbers, which in a generous guesstimate will be far ahead of PS+ owing to how prolific the service has been for far longer.

 

[Yurinka]

Actually,

• Revenue = PlayStation > Xbox > Nintendo
• Profits = Nintendo > PlayStation > Xbox
• Subscription = PlayStation > Nintendo > Xbox
• Console sales (same segment) = PlayStation > Xbox.

Either way, the competition is usually between PlayStation and Nintendo (both winning in certain metrics), while Xbox rarely gets in the picture.

Guess why MS moved away their gaming focus from their console to PC and did put their former Xbox division inside "other PC stuff" and renamed it to Xbox Gaming.

They saw couldn't compete selling consoles and games against Sony and Nintendo so are slowly moving their gaming part to other parts other than their Xbox hardware, where their corporation is more interested/where they have their main busines: subscriptions and cloud mostly for Windows and mobile.

Not only are we ignoring the fact that the PS 'subscription' number is counting post merger of two different services, we're also ignoring that we don't have a count of XBL Gold numbers, which in a generous guesstimate will be far ahead of PS+ owing to how prolific the service has been for far longer.

Game Pass Ultimate includes XBL Gold and to upgrade all your remaining XBL Gold months to Game Pass Ultimate costs $1. To upgrade from the old PS Plus (now PS Plus Essential) to Extra or Premium is way, way more expensive.

We are also ignoring that there are a ton of ways to get free Gamepass PC months in many places: from MS rewards to buying stuff in Amazon to buy Nitro in Discord and more. So a big chunk of GP subscribers aren't even paying that $1.

 

[Remember_Spinal]

I think that the relevant number here is console sales or anything on the console market. Unless you are Steam you will not win in gaming in the next 6 months. You could argue that gaming is mostly Steam/Apple/Google as they run the platforms where most gaming happens, so let's keep it to consoles so we don't have too many unmeasurable variables.

Obviously console sales are only good so long as they drive software sales (services if this is your thing, but I see them as predatory in nature, so as a client I don't want to give points to anyone for these).

Anyway, Sony has more registrations, sell more software and consoles than MS.

Just to make this simpler use microsofts definition



Clearly its console sales, which by their definition makes sony the market leader as of now

 

[Yobo]

This will never continue not to be such a disingenuous thing, it always makes me crack up

And then some of you guys say others do "but actually .." with a straight face.


Not only are we ignoring the fact that the PS 'subscription' number is counting post merger of two different services, we're also ignoring that we don't have a count of XBL Gold numbers, which in a generous guesstimate will be far ahead of PS+ owing to how prolific the service has been for far longer.

There are almost as many active PSN subscribers as there were Xbox's sold last gen. Maybe even more. And you think XBL Gold is "far ahead"

Delusion is a hell of a drug

 

[Loy310]

Its 16m and 22m and the gap is increasing

Seems Sony is stepping on the gas now. This time next year its gonna be at least 8 million gap.

 

[Heisenberg007]

This will never continue not to be such a disingenuous thing, it always makes me crack up

And then some of you guys say others do "but actually .." with a straight face.


Not only are we ignoring the fact that the PS 'subscription' number is counting post merger of two different services, we're also ignoring that we don't have a count of XBL Gold numbers, which in a generous guesstimate will be far ahead of PS+ owing to how prolific the service has been for far longer.

Share the XBL Gold numbers with me, and I'll count it Not my fault that Xbox hides it. What am I supposed to count?

 

[adamsapple]

Game Pass Ultimate includes XBL Gold and to upgrade all your remaining XBL Gold months to Game Pass Ultimate costs $1. To upgrade from the old PS Plus (now PS Plus Essential) to Extra or Premium is way, way more expensive.

We are also ignoring that there are a ton of ways to get free Gamepass PC months in many places: from MS rewards to buying stuff in Amazon to buy Nitro in Discord and more. So a big chunk of GP subscribers aren't even paying that $1.

Ok ... And ?

None of that changes the fact that the ranking of subscription services is done based on half the information missing.

PS. As per Ampere analysis, game pass owns 60% of the 3.7~bn cloud sub market, which roughly equates to nearly 180~183 million per month.

That's a hell of a lot of $1 subs if you ask me.

Or maybe .. hear me out .. some folks just like nothing more than to spread FUD about game pass's sustainability

crazy .. right ?

There are almost as many active PSN subscribers as there were Xbox's sold last gen. Maybe even more. And you think XBL Gold is "far ahead"

Delusion is a hell of a drug

Xbox live gold has been around for far longer than PS Plus, it is also associated with the systems far more than PS plus is with PlayStations. Also people have been using both gold and PS Plus since before the last generation, there is such a thing as an ongoing active subscriber base as well.

Like I said before, it's very amusing how the PlayStation fans tend to get so hot and bothered if they're quote unquote superiority is challenged

Share the XBL Gold numbers with me, and I'll count it Not my fault that Xbox hides it. What am I supposed to count?

Not half the results for starters

 

[Heisenberg007]

Its 16m and 22m and the gap is increasing

Timely post and goes in line with my thread prediction.

Another sign that Sony is about to whitewash the next three quarters.

 

[Heisenberg007]

Ok ... And ?

None of that changes the fact that the ranking of subscription services is done based on half the information missing.

PS. As per Ampere analysis, game pass owns 60% of the 3.7~bn cloud sub market, which roughly equates to nearly 180~183 million per month.

That's a hell of a lot of $1 subs if you ask me.

Or maybe .. hear me out .. some folks just like nothing more than to spread FUD about game pass's sustainability

crazy .. right ?

lol, that Ampere analysis conveniently left out PS Plus from the equation, which alone generates almost $3.5 billion per year.

Take that into account, and Gamepass revenue share would drop down in the ~20% percent range.

Not half the results for starters

Share the full results then -- current XBLG number that I can include. I'll wait

 

[RE4-City]

PS Quintuple will be a beast no doubt. I hope these chip shortages end as soon as possible so we can see what the ceiling for this console is!

 

[adamsapple]

lol, that Ampere analysis conveniently left out PS Plus from the equation, which alone generates almost $3.5 billion per year.

Take that into account, and Gamepass revenue share would drop down in the ~20% percent range.

The market analysis is from March, before the failed PS Now brand was killed and merged into PS+.

Counting two merged services and the lack of Gold numbers has successfully let you post this disingenuous ranking all this time

Share the full results then -- current XBLG number that I can include. I'll wait

Of course you know MS doesn't put out those numbers, no need to be smug about it my friend

Let's do some napkin math.

PS+ MAU: 102 million - June 2022
PS+ Subscribers: 47.3 million - June 2022

46.3% of PS+'s MAU is made of paid subscribers.

Xbox Live MAU: 100m - Dec 2020

Now this is where i'll become generous. Let's subtract 25m from that 100m MAU so we don't even include the last known Game Pass install base. That gives an MAU of 75m XBL users as of Dec who aren't subbed to game pass.

46.3% of of XBL MAU, using PS+ as a reference, would be 34.7m.

In a very generous estimate with massive reductions, Game Pass + XBL Gold is roughly: 59.7m using 2+ year old metrics. Realistically it's probably way above 60m by now.

 

[nominedomine]

Hopefully once MS is forced to lower their production due to lack of demand it will give Sony an opportunity to make even more PS5s. With TLoU Part I, God of War Ragnarok, Spider-man 2, Factions, FFXVI and the crazy amount of other 2023 releases I don't see the demand for the PS5 being met any time soon.

The market analysis is from March, before the failed PS Now brand was killed and merged into PS+.

Counting two merged services and the lack of Gold numbers has successfully let you post this disingenuous ranking all this time






Of course you know MS doesn't put out those numbers, no need to be smug about it my friend

Let's do some napkin math.

PS+ MAU: 102 million - June 2022
PS+ Subscribers: 47.3 million - June 2022

46.3% of PS+'s MAU is made of paid subscribers.

Xbox Live MAU: 100m - Dec 2020

Now this is where i'll become generous. Let's subtract 25m from that 100m MAU so we don't even include the last known Game Pass install base. That gives an MAU of 75m XBL users as of Dec who aren't subbed to game pass.

46.3% of of XBL MAU, using PS+ as a reference, would be 34.7m.

In a very generous estimate with massive reductions, Game Pass + XBL Gold is roughly: 59.7m using 2+ year old metrics. Realistically it's probably way above 60m by now.

Completely delusional, as expected.

 

[Old Gamer]

In a very generous estimate with massive reductions, Game Pass + XBL Gold is roughly: 59.7m using 2+ year old metrics. Realistically it's probably way above 60m by now.

You assume that the amount of XBLG subscribers increased after the requirement for free-to-play games was lifted?


Okay.

 

[adamsapple]

You assume that the amount of XBLG subscribers increased after the requirement for free-to-play games was lifted?


Okay.

I don't think that one aspect would have much of a stifling effect when 95% of the content requires Gold or equivalent to play online.

 

[Gods&Monsters]

Xbox Live MAU: 100m - Dec 2020

Now this is where i'll become generous. Let's subtract 25m from that 100m MAU so we don't even include the last known Game Pass install base. That gives an MAU of 75m XBL users as of Dec who aren't subbed to game pass.

46.3% of of XBL MAU, using PS+ as a reference, would be 34.7m.

In a very generous estimate with massive reductions, Game Pass + XBL Gold is roughly: 59.7m using 2+ year old metrics. Realistically it's probably way above 60m by now.

I'm so embarrassed for you. Xbox Live MAU includes PC, mobile and Minecraft. Gold is only on consoles. It's nowhere near that number.

 

[adamsapple]

I'm so embarrassed for you. Xbox Live MAU includes PC, mobile and Minecraft. Gold is only on consoles. It's nowhere near that number.

And the numbers I used are also very outdated now. Like I said, I made it as generous as possible.

The only thing keeping the "PS+ has more subs" narrative going is MS not releasing official Gold numbers.

 

[Old Gamer]

The only thing keeping the "PS+ has more subs" narrative going is MS not releasing official Gold numbers.

And how easy it would be for MS to stop that narrative by releasing more detailed numbers...

Unless...