Sony FY2024 Q2 Earnings Announcement | OT

ethomaz

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but mibu says PC is saving Sony's margins, how's that possible?
Actually Sony should gaming margins indeed increased a lot but that has nothing to do with PC…

These are the reasons…
  • (+) Improvement in hardware profitability
  • (+) Impact of increase in sales of non-first-party game software titles
  • (+) Impact of increase in sales from network services
I mean gaming profit was $770m for the quarter.
 

Neversummer

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so lifetime aligned:

PS4: 67,7M
PS5: 65,5M

it's 2M behind in hardware sales

PS4 sold 5.9M in the last Q of 2017

hope PS5 sells at least 4,5M so the disparity won't get even bigger.
Imagine the PS6 generation where players know PS has no exclusive & Nintendo blurring the line w Switch 2 + more 3rd party & a double down on 1st party Nintendo games.

This isn’t even taking account PS continuing to release pc port faster or increasing/diminishing the platform/storefront in another level & the landscape. Do more 3rd party focus on PC/Steam & Nintendo compared to PS does Nintendo partners w 3rd party publisher & make 3rd party have exclusive Nintendo ip benefits for Nintendo console users like they did back in the PS2-PS3 era, I think that possibility is not farfetch to further differentiate its own platform & 3rd party to competitors.
 

Etifilio

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Imagine the PS6 generation where players know PS has no exclusive & Nintendo blurring the line w Switch 2 + more 3rd party & a double down on 1st party Nintendo games.

This isn’t even taking account PS continuing to release pc port faster or increasing/diminishing the platform/storefront in another level & the landscape. Do more 3rd party focus on PC/Steam & Nintendo compared to PS does Nintendo partners w 3rd party publisher & make 3rd party have exclusive Nintendo ip benefits for Nintendo console users like they did back in the PS2-PS3 era, I think that possibility is not farfetch to further differentiate its own platform & 3rd party to competitors.
gonna be really interesting to watch PS6 sales closely, they won't have a new GTA title to lean on
 

ethomaz

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ethomaz
Forecast changes…

Sales up 4%
Profit up 11%
Improve in hardware profitability
Increase in sales of 3rd-party games
Decrease in sales of 1st-party games
 

Etifilio

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The hardcore audience isn't waiting for the holidays to get a new console tho.

Holiday sales are at least 90% casuals. If you want to increase sales during that period, you need discounts more than anything else.
some are, specially with the lack of exclusives from sony this generation, they're waiting for a PS5 only game like Spiderman 2 that make them jump from PS4 to PS5, it may not seem relevant to you, but a lot of people purchase consoles to play games only avaliable in the console
 

SuperPotato

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Imagine the PS6 generation where players know PS has no exclusive & Nintendo blurring the line w Switch 2 + more 3rd party & a double down on 1st party Nintendo games.

This isn’t even taking account PS continuing to release pc port faster or increasing/diminishing the platform/storefront in another level & the landscape. Do more 3rd party focus on PC/Steam & Nintendo compared to PS does Nintendo partners w 3rd party publisher & make 3rd party have exclusive Nintendo ip benefits for Nintendo console users like they did back in the PS2-PS3 era, I think that possibility is not farfetch to further differentiate its own platform & 3rd party to competitors.

Imagine a generation where the Switch 2 doesn't have the same impact as the original (DS>3DS or Wii>Wii U) or Nintendo for whatever reason ports their games to PC. The reactions on this site would be funny to see.
 

Etifilio

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Fiscal year to date they've made 341 million USD on software from other platforms...

That's more than enough to fund a major AAA title like Spider-Man... and it's only half the year...
where's the specific data? i want to see how much of these 341M are coming from live services and how much is coming from singleplayer ports, cause they're the issue here for the console health, not the live service titles
 
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Neversummer

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The hardcore audience isn't waiting for the holidays to get a new console tho.

Holiday sales are at least 90% casuals. If you want to increase sales during that period, you need discounts more than anything else.
Discount or exclusive games in a variety of diverse genres to promote/bundle & or give exclusive cosmetics to get existing fans to re buy a another console for that exclusive cosmetic that they be drawn to
 
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mibu no ookami

mibu no ookami

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Forecast changes…

Sales up 4%
Profit up 11%
Improve in hardware profitability
Increase in sales of 3rd-party games
Decrease in sales of 1st-party games

Objectively a fantastic year given the lack of big AAA franchise games from 1st party.

Looks like the PS5 hardware is finally hitting a profit. They'll be able to discount the PS pretty heavily this holiday season due to offsetting profit from the PS5 Pro.

People were convinced this was going to be a bad year for them and here we have it...
 
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SuperPotato

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some are, specially with the lack of exclusives from sony this generation, they're waiting for a PS5 only game like Spiderman 2 that make them jump from PS4 to PS5, it may not seem relevant to you, but a lot of people purchase consoles to play games only avaliable in the console

Dude, you specifically mentioned the holidays. Yes some hardcore gamers are waiting for exclusives to jump over but that has nothing to do with the holidays.
 
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mibu no ookami

mibu no ookami

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where's the specific data? i want to see how much of these 341M are coming from live services and how much is coming from singleplayer ports, cause they're the issue here for the console health, not the live service titles

I think it's safe to assume the vast majority of that is coming from Helldivers 2 and Destiny 2, but healthy contribution over time from the PC catalog that continues to sell throughout the year. It's consistent cash flow.

You say the issue here is for console health, but this latest update reflects that MAUs are still up and they're well on pace to hit their forecast if not exceed it. Exceeding it would put them beyond the PS4 LTD.

This is a bad report for you and your dooming.