Sony FY2024 Q2 Earnings Announcement | OT

SuperPotato

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that won't happen with the Switch, they created a desirable product with a desirable catalog of games that will be backwards compatible, they found the perfect hybrid, they won't ever have another Wii U type of generation again, but have fun hoping that they do, they'll surpass PS2 in a couple of months


People said the same during the Wii generation. How Nintendo found the perfect formular and how they would never have another N64/GC generation again.

They also predicted Sony to go out of business with the PS4. Look what happened just a few years later with the Wii U and PS4.

I wouldn't use absolutes if i were you. They don't mean shit.
 
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SuperPotato

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341M $ in revenue, not even profit, with:

- Destiny, fully multiplatform and GaaS (didn't they launch a new expansion this year?)
- Helldivers 2, day-1 PC and GaaS
- Concord, day-1 PC and GaaS
- MLB, fully multiplatform and GaaS
- Until Dawn & Horizon Remakes/Remasters, day-1 on PC
- Ports of tentpole games like H:FW, Ragnarök and GoT
- "Free cash flow" (<- LOL) of previously released ports

Seems like PlayStation survived another quarter....

Don't worry, they'll be dead any minute now.
 
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mibu no ookami

mibu no ookami

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GOWR hasn't even reached 40k peak of players on Steam 💀 but hey, keep em coming, Valve is grateful

CCU is not a measure of a games success, especially for single player games. These games are ever green and sell continuously, especially when on sale. Even at a lower revenue per unit, you're still bringing in cash flow.

Single player PC games have a different life cycle than console games, especially when they release a year or more after initial launch.

investors really want to know about Concord... interesting

You're one of the worst posters here.. These aren't investors, they're journalists. They're asking about Concord because they see the same rumors we see.
 

Neversummer

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To be fair talks were in they would, Switch was a last shot. Nintendo built up reserves with the Switch gen so they can handle a bump now
The landscape are completely different. This was during the PS3 & Xbox one era? Where Xbox was at its peaks & PS3 was also reaching new status at the end. While in the PS4 era PS double down & got a new light upon the entire brand while Xbox one imploded.

Rn Nintendo sits comfortably even if they had 3 Wii U moments because Xbox has fully imploded & PS is also looking to reach the same faith. Both Xbox & PS has no exclusive & 3rd party is looking at more platforms to publish games since Xbox is no longer a viable factor & PS future is also bleak if not to unstable to rely leaving PC, Steamdeck & Nintendo.

I also think in general Nintendo won’t ever try doing anything outlandish & just go w the easy & marketable Switch 2, Switch 3 & Switch 4 same format as PS while releasing cheap first party games & ensuring just because they have more power they dont bloat or over budget games just because they have more power to explore biggers scale games. At its core Nintendo is all about cheap & reliable hardware/storefront + fun charming exclusive games & I don’t see that changing.
 

Etifilio

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CCU is not a measure of a games success, especially for single player games. These games are ever green and sell continuously, especially when on sale. Even at a lower revenue per unit, you're still bringing in cash flow.

Single player PC games have a different life cycle than console games, especially when they release a year or more after initial launch.



You're one of the worst posters here.. These aren't investors, they're journalists. They're asking about Concord because they see the same rumors we see.
interesting, do you have the total numbers of sales for these games on PC? cause you talk so much about them being sold over time but i don't see PlayStation titles on the best selling lists of Steam, GOW Ragnarok for example is nowhere near top 50 right now
 
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mibu no ookami

mibu no ookami

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interesting, do you have the total numbers of sales for these games on PC? cause you talk so much about them being sold over time but i don't see PlayStation titles on the best selling lists of Steam, GOW Ragnarok for example is nowhere near top 50 right now

It's cyclical. When the games initially went on sale, they were higher on the list. Other games go on sale, they rise. New games get released, they fall.

Pay more attention to the sales charts if you're genuinely interested.

As for total sales, Sony doesn't generally publish updated totals after a period. You can see all their latest numbers in their supplemental, but everyone who follows single player game sales knows the product life cycle is different on Steam. Most PC players aren't buying full priced games that have been on console for a year plus. They'll wait for a sale. So your CCUs are absolutely meaningless.
 

Etifilio

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It's cyclical. When the games initially went on sale, they were higher on the list. Other games go on sale, they rise. New games get released, they fall.

Pay more attention to the sales charts if you're genuinely interested.

As for total sales, Sony doesn't generally publish updated totals after a period. You can see all their latest numbers in their supplemental, but everyone who follows single player game sales knows the product life cycle is different on Steam. Most PC players aren't buying full priced games that have been on console for a year plus. They'll wait for a sale. So your CCUs are absolutely meaningless.
the biggest seller for them so far is Horizon Zero Dawn and as far as i know it doesn't even have 4M copies sold on PC in 4 years.
 
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mibu no ookami

mibu no ookami

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the biggest seller for them so far is Horizon Zero Dawn and as far as i know it doesn't even have 4M copies sold on PC in 4 years.

That's an assumption. The reality is they haven't updated numbers on titles.

Look at TLOU on their chart its still at 4M even though we know it sold over 10M.

Also, not sure why you think PC ports need to sell 4+ million units in order to be profitable.
 

CrackmanNL

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The landscape are completely different.
No gen is comparable, my comment in context is that Wii U came off the Wii and there were talks of them ending up as a 3rd party publisher if Switch failed. Nintendo has their own set of worries and issues for the future that I addressed to you in a different topic.
My full comment rather was that Sony is trying to build up reserves like Nintendo has done (wo deep price cuts over the gen). Remember PS4 compensated for PS3. They understand this is the gen to build reserves since it's their most profitable one.
To be fair talks were in they would, Switch was a last shot. Nintendo built up reserves with the Switch gen so they can handle a bump now. (which Sony is trying to obviously extract a large reserve from PS as well in the remainder of this gen at the detriment of other factors).


Like I said earlier they met their Q2 target, 65,5 is great number to sit on. If they can get close to 75+ close to 80 over the holidays and Q4 with Monster Hunter they are in a good position with what's coming out after April in 2025. Their goal of improving operating income has been achieved. Not close to dying or being in shambles.
 
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mibu no ookami

mibu no ookami

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No gen is comparable, my comment in context is that Wii U came off the Wii and there were talks of them ending up as a 3rd party publisher if Switch failed. Nintendo has their own set of worries and issues for the future that I addressed to you in a different topic.
My full comment rather was that Sony is trying to build up reserves like Nintendo has done (wo deep price cuts over the gen). Remember PS4 compensated for PS3. They understand this is the gen to build reserves since it's their most profitable one.



Like I said earlier they met their Q2 target, 65,5 is great number to sit on. If they can get close to 75+ close to 80 over the holidays and Q4 with Monster Hunter they are in a good position with what's coming out after April in 2025. Their goal of improving operating income has been achieved. Not close to dying or being in shambles.


It's crazy because Sony is just objectively killing it right now. With Monster Hunter Wild pushing units, especially in Japan it should be a strong Q4.

FY25 might have even more units forecasted than FY24 or at least similar. By the end of FY25 they could be very close to 100 million units sold.

The idea that the PS5 isn't going to outsell the PS4 is getting more and more farfetched and they know it. That's why they're already shifting focus to suggest that it'll be the PS6 that declines.
 

Neversummer

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Good fucking shit

Releasing singleplayer games per year is good but if there not exclusive they need to expect a decline & downward trend w PS5 lacking PS4. It’s not rocket science. They can’t ignore & act like exclusive games don’t drive & keep existing & new consumers into your platform & spending in your storefront like previous gen’s. This new mindset they been having is exactly how Xbox imploded when they to try to deny the reality.

Also we need more then 1 major singleplayer game per year w a mix of AA from 1st party/3rd party partners using PS ip
 
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BillyZ

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It's crazy because Sony is just objectively killing it right now. With Monster Hunter Wild pushing units, especially in Japan it should be a strong Q4.

FY25 might have even more units forecasted than FY24 or at least similar. By the end of FY25 they could be very close to 100 million units sold.

The idea that the PS5 isn't going to outsell the PS4 is getting more and more farfetched and they know it. That's why they're already shifting focus to suggest that it'll be the PS6 that declines.
PlayStation is dead in Japan, Monster Hunter won't do SHIT
 
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CrackmanNL

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It's crazy because Sony is just objectively killing it right now. With Monster Hunter Wild pushing units, especially in Japan it should be a strong Q4.

FY25 might have even more units forecasted than FY24 or at least similar. By the end of FY25 they could be very close to 100 million units sold.

The idea that the PS5 isn't going to outsell the PS4 is getting more and more farfetched and they know it. That's why they're already shifting focus to suggest that it'll be the PS6 that declines.
It's going to do great in Japan, but I would argue it's going to break records worldwide. Not everyone is capable of buying a top tier premium rig cause it's a disaster regarding performance on PC.

I think they are keeping it subdued for FY25 but internally are bullish of it reaching 100 million with MH, Marathon, Ghost (Venom) and especially GTA6. Yeah farfetched indeed, it's easily going to surpass PS4 considering there is 3 more years at minimum left after that.
And people forget PS4 (slim) went for >200 during holidays/days of play in the final years of that gen.

Yeah the fud and doom is going to PS6 eventually but even then the obvious Bloodborne remake, SM3, PHYSINT and X-men that's already a compelling list if you ask me.
 

anonpuffs

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When they're forecasting improved hardware profitability does that mean they're not going to be doing major promotions for the holidays on PS5s? Or is that just counting the PS5 Pro being much more profitable than the base PS5?