I'm very curious to see what happens in April. If there will be a different tone or approach to things...
How communication will be. If there will be any show announced.
I think that whoever is the new CEO, will contin*0ue the strategy and project SIE had in the works for years, as previous CEO like Jim did. On top of that, they'll make some tweaks but no big shifts because their current strategy is doing wonders and they are highly growing their business in many areas, and they made many investments whose results will be shown in the next few years.Well, something big definitely has to be communicated one way or another. I know 2024 is going to be very telling of Xbox's own future as a console platform, but I also feel it could be (less so) telling of what potential trajectory Sony puts in place for the rest of PS5 and the PS6, in terms of if things sail ahead easily or if the seas start getting noticeably rough.
IMO, any further investment for traditional/non-GaaS ports to PC/Steam outside of legacy/catalog releases/remasters (preferably PS1 - PS4 titles) will make things unnecessarily harder for PS5, PS5 Pro and PS6. If they start doing 1-year or Day 1 windows for current-gen traditional 1P titles to PC, that's going to significantly deflate the value proposition for PS5 Pro and PS6. They need more 1P AA exclusives (either fully 1P or co-developed with 3P) to pad out the release schedule without relying on 3P title marketing deals and timed exclusives as much. And yeah, start talking about some of the new 1P non-GaaS titles in development, too.
There are other, less severe things I hope are being looked into as well. PSVR2 is great tech; it may not be a big seller but I think support can persist for a while. Hopefully they are researching ways to make cheaper but performant VR headsets that can significantly lower production costs, BOM and require less on-board processing (stream the content as VR to the headset) and such. That would be beneficial for the PS6. I'm interested to see what they do with the PS Portal going forward, too.
We also have to consider Sony announces stuff to be released in the next months, maximum aprox. around a year and a half from planned release. And many of these things take a lot of time to be done, most of the announced stuff in 2024 will be things greenlighted, researched, worked and developed during the Jimbo era.
Things they can/pretty likely will announce or show during the first months of the fiscal year:
- New mid-term plan (April 2023-March 2026) budget for acquisitions/investments/stock repurchases for the whole Sony, mentioning most of it will be for their entertainment divisions and particularly gaming
- 1st/2nd party games to be released in the next maximum year and a half (Concord, Wolverine, Marathon, Death Stranding 2, Fairgame$ and other announced games plus maybe Cory's new IP, Team Asobi's next game, next Firesprite game, Ballistic Moon's game)
- Some -not all- SIE GaaS may be day one on PC, but new PC ports of non-GaaS will continue to be released around 2 years or more of their original release on PS (the original one, not possible recent remasters/remakes). Likely PC ports to be announced: MLB -day one on PC, it's GaaS-, TLOU2R, GoT, Demon's Souls
- More about the China/India Hero Project known projects plus new ones included there, maybe the announcement of a LATAM Hero Project
- More big 3rd party and PlayStation Indies deals that were already in the works
- PS cloud gaming client finally released for mobile devices and smart tvs operative systems (so once the Android one is ready, they'll be able to release it for PS Portal)
- PC PSN store, Android PSN store for their games on those platforms
- Maybe PS1/PS2/PSP classics for these PC & Android stores, very likely crossbuy with the PS4/PS5 ones, they may possibly update the emulator of the PS ones to improve it
- In the same way they created PlayStation Productions to use SIE IPs in Sony Pictures movies or tv shows, they may -or should- announce that other divisions like Sony Music or Sony Pictures who have mobile games (Lasengle, Crunchyroll Games, Aniplex mobile game etc) will join forces with SIE to put all Sony mobile game business under PlayStation Mobile, share knowledge, marketing, other possible synergies etc.
- They may announce some new partnerships with teams who are big specially in the Asian mobile and PC markets (in 2021 signed with CyberAgent, Kadokawa, in 2022 they signed with Tencent and Netease, in 2023 with NC Soft etc) as could be Netmarble, Neowiz, Pearl Abyss, Com2uS, Bandai Namco, MiHoÝo, Square, Konami, Mixi, Nexon, GungHo, IGG or start showing games resulting of those past deals
- They may announce some mobile focused partnership for buotique indie games for mobile with people like Annapurna and Devolver, something like a PlayStation Indies Mobile branch where Sony would help with marketing and include in their Android store such games
- Regarding acquisitions I think that as announced they'll continue with a low profile not acquiring big publishers. But they may announce soon a joint venture with Square, who announced that plans to branch out some of their development studios as subsidiary companies to allow external investors to co-own them. I think one of them, or the main one, will be Sony in order to secure them on PS and to get their support on mobile.
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