May 14h Sony had the Earning Announcements Meeting, where every quarter they share the "
Other software" revenue KPI. This is the revenue made by first party (Bungie + PS Studios) published games + addons in non-PlayStation platforms (PC, Xbox and Switch). For FY23, it was 105,358M yen ($676.4M, +55.58% up YoY):
May 30th Sony will have the Business Segment Meeting, which is where in recent years they reported their PC specific revenue and also forecast. Previous year,
they shared this:
This graph only counted Bungie in FY22 for a big portion of the year, since they were acquired. Their FY23 forecast was made thinking Destiny 2 The Final Shape was going to release in the last quarter of FY23 (but was delayed to FY24) and didn't consider Helldivers 2 launch was going to be as successful as it has been.
There are rumors saying that the previous Bungie big update, Lightfall, under performed. So this combined with on Destiny 2 release this FY let us think Destiny 2 had during FY23 less revenue than usual, both in PC and Xbox. This means that the Xbox and Switch portion of FY23 "other sofware" should be smaller than in FY22.
In FY22 "other revenue" (67,725M yen, $433,89M) Bungie is counted for the whole FY22, unlike in their PC revenue graph ($250). And the eplanation is longer, but the TLDR is that out from $676.4M we estimate that under $100M are from Xbox+Switch and they made on PC over $500M/$550M but won't know it exactly.
Also, assuming Helldivers did 8M until March 31 and more stuff, we also estimated that PC ports also increased YoY during Q4FY23, as did Q1FY23 and Q2FY23. Reason of being slightly down in Q3FY23 is because they didn't release nothing there for PC when in Q3FY22 they had released Uncharted Legacy of Thieves, Sackboy and Spider-Man Miles Morales plus a couple months before they had released Spider-Man Remastered.
Regarding margins, these ports of old games costed them around a couple million dollars each and many of them generated dozens of millions of dollars, the margins are huge. Even the lowest selling game, Sackboy, has been profitable because they only need around 60K copies sold to make a port profitable. And some of these ports old over 2 or 3 million copies until now.
The ROI is huge and multi-year growth too. Because these ports are releaed at a very expensive price considering they are old games, meaning they have a long lifetime regarding sales because over time with discounts they keep selling for longer. So as they keep piling ports on top of their catalog the total revenue keeps growing, not only due to new releases but also due to sales from catalog games.