Sony Q2 FY2022 consolidated results (25M PS5 sold, 102 PSN MAU, PS Plus 45.4M)

[Yurinka]

My question is, how did Spiderman outsell GoW?? GoW is the better game by far

Game sales don't depend on your personal tastes. There are several reasons that could explain its better sales start on PC:

• It's from a bigger, more popular IP
• It's the first game for this series
• Got a 20% off discount faster (2 months after launch) than GoW 2018 (5 months after launch)
• Lower HW specs requirement
• Released in summer, so maybe had less competition these early weeks

Second biggest Q2 revenue ever.

In fact if we look at the original number in yen it's the first. When converting to dollars is the second because now the dollar is too strong thanks to the war on Ukraine and the sanctions to Russia (lots of weapons, gas and oil plus other stuff is bought from US companies in USD, raising the USD).

You've always been right. Sony been shit direction wise since like mid 2019. When did Jimbo win that power struggle again exactly?

If my PS5 continues to be undeserved in regard to its own features, and is essentially an early access box for a PC release later (and that's if the game in question didn't receive a PS5+PC release), I'm just going in on the GPD WIN 4 as a portable Vita stand in.

The decision to port to PC some of their games wasn't decided by Jim Ryan or Hermen Hulst, it was decided and started by the guys before them. They only continued the strategy and work what they already had in the works before them.

 

[ksdixon]

The decision to port to PC some of their games wasn't decided by Jim Ryan or Hermen Hulst, it was decided and started by the guys before them. They only continued the strategy and work what they already had in the works before them.

Do you know this for fact?

I do recall Shawn Laydon saying they need to revaluate approach to game development costs and long dev timelines, but after that he was gone.

 

[Dabaus]

So-so quarter overall. Game sales falling off a cliff isnt good considering they have gt7, mlb the show, and horizon out but i imagine its the same all console manufactures.

The music division is carrying the company momentarily, i assume thats music and anime right?

 

[Yurinka]

Do you know this for fact?

I do recall Shawn Laydon saying they need to revaluate approach to game development costs and long dev timelines, but after that he was gone.

Yes, it's a fact: Shawn Layden mentioned it himself in an interview or two that he took the decision:
https://www.nme.com/news/gaming-new...-brought-playstation-exclusives-to-pc-3062221

So-so quarter overall. Game sales falling off a cliff isnt good considering they have gt7, mlb the show, and horizon out but i imagine its the same all console manufactures.

Sony got this quarter:

• Best Q2 ever in revenue for any console maker.
• Best quarter ever in game subs revenue for a console maker.
• Hardware sales, software sales, game subs sales up YoY.
• Seems that they finally are starting to get a lot of chips to manufacture a lot of PS5s for the H2 of the FY.

It has been a great quarter. The summer quarter traditionally is the weaker one of the year regarding game sales because people takes vacations or spends more time in outdoor entertainment activies like the beach or the swimming pool. Q3 typically is the strong one, there will be a good spike in game sales thanks to titles like GoWR and the start of a wider availability of PS5 hardware (people typically buy games for their new console).

 

[Dabaus]

Yes, it's a fact: Shawn Layden mentioned it himself in an interview or two that he took the decision:
https://www.nme.com/news/gaming-new...-brought-playstation-exclusives-to-pc-3062221


Sony got this quarter:

• Best Q2 ever in revenue for any console maker.
• Best quarter ever in game subs revenue for a console maker.
• Hardware sales, software sales, game subs sales up YoY.
• Seems that they finally are starting to get a lot of chips to manufacture a lot of PS5s for the H2 of the FY.

It has been a great quarter.

I said so-so, not terrible lol. Profits are down is the main problem but im sure god war will correct that this quarter. Does Bungie revenue get counted under the gaming division? Didnt destiny 2 have a huge sale in august when they did their little show? Surely that factors into this quarter as well right?

 

[ethomaz]

My question is, how did Spiderman outsell GoW?? GoW is the better game by far

It is Niche-man, what did you expect?

 

[Kokoloko]

PlayStation 5 has shipped 25 million units worldwide, Sony announced in its financial results for the fiscal year ended September 30, 2022. • 45.4m PS Plus subscribers (-1.8m) • PS5 & PS4 software combined sold 62.5m units (-13.9m)

Down to 102 million monthly active users while Steam users increased....

I am very disappointed and worried about how PlayStation is being managed for its longterm health. I can already see eroding of the userbase.

Well I don’t understand how anyone thinks its not damaging having 1-10+% of PS players migrate to Steam. The ones that migrate will most likely be hardcore gamers, so they buy more. Not just fortnite or Cod players.

Which means less sales on PSN, and more Sales on Steam. Alot less sales, Ive spent thousands since the PS3 online/retail, in the future that could go to steam. No1 can say or convince me that won’t damage Playstation. And no way selling a couple million old games on PC will be worth it over that lol

Time will tell how many people will leave PS for Steam I guess, but in my opinion they will lose alot more than they will gain. Not even including Piracy

 

[DynamiteCop]

Thank you @Yurinka for the detailed thread.



Yeah, asking people to not trust hobbyists and instead trust professional companies does equate with book burning.

He wasn't asking for people not to trust it, he was asking for a forum board to outright ban people from posting it. That's insane. For however they estimate their numbers it doesn't matter, it still serves as a relatively close approximation of where things stand and is fine existing as a guideline in the times where data is lacking.

 

[Yurinka]

I said so-so, not terrible lol. Profits are down is the main problem but im sure god war will correct that this quarter. Does Bungie revenue get counted under the gaming division? Didnt destiny 2 have a huge sale in august when they did their little show? Surely that factors into this quarter as well right?

Yes, Bungie costs and revenue are in the game division. This quarter they introduced there $412.5M (61 billion yen) acquisitions related costs, being the Bungie one a big part of it, which won't be there in future quarters.

Their gaming division is their division with the biggest ROI (41.9% this quarter) and had 42.1 billion yen profit. Without these acquisitions costs they added to the gaming division, the game division would have had 103.1 billion yen ($696.1M) profit when it had 82.7 billion yen last year. So operative income (profits) of the game division would have been 24.7% up YoY this quarter.

Q2 (summer) quarters are typically slow, in fact traditionally the slowest of the year, due to lower amount of big game releases. In the case of this year for Sony, it has been the case compared to the previous year in the 3rd party side. In fall the people spends more leisure time at home instead of in the beach/pool/other outdoors stuff and makes the holidays shopping, resulting on Q3 being the quarter of the year with the biggest sales and for that reason many top games are released there. So yes, thanks to GoWR and many others Q3 is going to be huge, specially considering that apparently Sony finally will be able to ship a huge chunk of PS5 consoles during this quarter.

He wasn't asking for people not to trust it, he was asking for a forum board to outright ban people from posting it. That's insane. For however they estimate their numbers it doesn't matter, it still serves as a relatively close approximation of where things stand and is fine existing as a guideline in the times where data is lacking.

I was asking to ban vgchartz numbers as source as done in the main gaming forums, not to ban the people who posts these numbers in the forum. Because outside the copypasted numbers from NPD, Famitsu or the fiscal reports their own worldwide game and sales estimations are fan guesses like the ones made by any random users but they are misleading because some people give them credibility and think they are legit numbers when they are not and had a long tradition of being highly biased always in the same side.

We should stick to legit and official numbers from proper legit sources like the game companies, big professional gaming market analysis firms and numbers from GSD, NPD, Famitsu or real Steam stats. These are legit sources, the guesses and estimations from random users from internet as VG Chartz or other fake insiders from Twitter, 4chan or Reddit are not.

Any user can make their own fan guess and that's ok. A different thing is to take it as a legit source.

 

[ethomaz]

I said so-so, not terrible lol. Profits are down is the main problem but im sure god war will correct that this quarter. Does Bungie revenue get counted under the gaming division? Didnt destiny 2 have a huge sale in august when they did their little show? Surely that factors into this quarter as well right?

Profits are down due the costs with Bungie aquisition that they already announced/predicted last Q.
They posted a bit over $400m in costs with Bungie's acquisition this Q and it won't stop the next Q.

 

[Kokoloko]

As someone who just got a Deck, I already pay less attention to PSN sales than before. Surely Jimbo could see that coming?
The most likely answer is that all he cares about is his retirement bonus, with little care for costumer satisfaction or brand value in the long term.

Yep.

If Jim, Herman and a bunch of people can’t see it coming. Whether they are Naive, just ignorant? This includes professionals that have worked in the industry. They will lose money in the longterm. Or at last from the hardcore gamers who will migrate.

Plenty CEO level guys make mistakes, they don’t always know better than a normal person lol, otherwise PS3, Xbox One wouldn’t have almost killed the brand ) or like you said, they don’t care about PS longterm and only care about their own bonus and will probably be out of the company when the damage takes place.

 

[DynamiteCop]

Well I don’t understand how anyone thinks its not damaging having 1-10+% of PS players migrate to Steam. The ones that migrate will most likely be hardcore gamers, so they buy more. Not just fortnite or Cod players.

Which means less sales on PSN, and more Sales on Steam. Alot less sales, Ive spent thousands since the PS3 online/retail, in the future that could go to steam. No1 can say or convince me that won’t damage Playstation. And no way selling a couple million old games on PC will be worth it over lol

Time will tell how many people will leave PS for Steam I guess, but in my opinion they will lose alot more than they will gain. Not even including Piracy

The console market is in total stagnation, it's not growing and it hasn't been for a long time. If you look at the last three generations it's just been roughly the same people migrating around between different platforms.

With the cost of development, the amount of time it takes to develop games, no real growth and a flatlined market there's no potential for verticality. That's why they're bridging out into PC, and it's going to take time.

There's potential for millions upon millions of more sales for them, and some people may migrate, that's going to happen. However the cost of these people migrating would be incredibly offset by the amount of people they can potentially reach with PC in the fray if they start doing things right.

They need to cut down on time to release for PC, they need to release older games as it makes sense and not place them next to juggernaut new releases. They need to not charge $50-$60 for years old games and expect it to be embraced.

The PC community is timid, without steadfast dedication like Microsoft is now doing these games will not be embraced. PC people need to be included in the hype as well, they need to be involved in the release window so there's excitement. You can't just dump games on a platform with no real advertisement or buildup and expect it to lead to the masses.

They need to actually enter the room, not just have a foot in the doorway.

 

[Hezekiah]

Sony says it plans on shipping 23m the next fiscal year (not 30m like tom Henderson reported)

And again, they are also projecting over 18m for this fiscal year

Demand (and production) is immense.

 

[Darth Vader]

I said so-so, not terrible lol. Profits are down is the main problem but im sure god war will correct that this quarter. Does Bungie revenue get counted under the gaming division? Didnt destiny 2 have a huge sale in august when they did their little show? Surely that factors into this quarter as well right?

Profits are down because of the acquisition. Once the acquisition completes fully, revenue from Bungie should be included in the total revenue.

He wasn't asking for people not to trust it, he was asking for a forum board to outright ban people from posting it.

Maybe you burned too many books

VGChartz should be banned as source because most of their numbers (outside the official ones like the ones posted in the OP) are only -biased- fan guesses.

The problem is that some people thinks VGChartz are professional analysts instead of what they are, random console warriors users making fan guesses acting as if their numbers were legit. This is why they should be banned as source.

Back to your comment

The console market is in total stagnation, it's not growing and it hasn't been for a long time. If you look at the last three generations it's just been roughly the same people migrating around between different platforms.

Wiki data for home consoles sales

5th gen - 148M consoles sold
6th gen - 210M consoles sold (41% increase)
7th gen - 273M consoles sold (30% increase)
8th gen - 292M consoles sold (7% increase)

This is if you count the switch as a home console (which I don't really think it is) and as part of the 8th gen (which it is) This gen the Xbox is (supposedly) selling more than last gen, and the PS5 will now catch up with the PS4, probably surpass it.

With the cost of development, the amount of time it takes to develop games, no real growth and a flatlined market there's no potential for verticality. That's why they're bridging out into PC, and it's going to take time.

Argument based on nada, because there has been growth and the numbers prove that the market has not flatlined.

They need to cut down on time to release for PC, they need to release older games as it makes sense and not place them next to juggernaut new releases. They need to not charge $50-$60 for years old games and expect it to be embraced.

PC port begging at its finest.

The PC community is timid, without steadfast dedication like Microsoft is now doing these games will not be embraced. PC people need to be included in the hype as well, they need to be involved in the release window so there's excitement. You can't just dump games on a platform with no real advertisement or buildup and expect it to lead to the masses.

The PC community is timid? The same community that shits on Sony games and then keeps port begging for them, only to then torrent the games? Sure.

 

[ethomaz]

Console sales increased generation after generation.

And from the look of it this generation will increase again.

Anybody that says the opposite never checked any sales data and just made up that claim.

 

[Old Gamer]

The PC community is timid? The same community that shits on Sony games and then keeps port begging for them, only to then torrent the games? Sure.

Their agenda (of a few posters here in particular, and of closeted xbox fanatics posing as PCMR in general) is quite obvious and transparent. They are not as clever as they think of themselves.

 

[Bryank75]

Profits are down because of the acquisition. Once the acquisition completes fully, revenue from Bungie should be included in the total revenue.



Maybe you burned too many books




Back to your comment

Wiki data for home consoles sales

5th gen - 148M consoles sold
6th gen - 210M consoles sold (41% increase)
7th gen - 273M consoles sold (30% increase)
8th gen - 292M consoles sold (7% increase)

This is if you count the switch as a home console (which I don't really think it is) and as part of the 8th gen (which it is) This gen the Xbox is (supposedly) selling more than last gen, and the PS5 will now catch up with the PS4, probably surpass it.



Argument based on nada, because there has been growth and the numbers prove that the market has not flatlined.



PC port begging at its finest.



The PC community is timid? The same community that shits on Sony games and then keeps port begging for them, only to then torrent the games? Sure.

Yup and you can google Ampere, the most accurate analysts in the industry and they also show that console growth rate is double PC.

Also PC and PC components are basically in a crash now.

 

[Old Gamer]

Also PC and PC components are basically in a crash now.

NVIDIA is accelerating that crash tbh.

 

[ethomaz]

Their agenda (of a few posters here in particular, and of closeted xbox fanatics posing as PCMR in general) is quite obvious and transparent. They are not as clever as they think of themselves.

Magically strong Xbox Warrior become PCMR warriors from a shift of day

 

[DynamiteCop]

Profits are down because of the acquisition. Once the acquisition completes fully, revenue from Bungie should be included in the total revenue.



Maybe you burned too many books




Back to your comment

Wiki data for home consoles sales

5th gen - 148M consoles sold
6th gen - 210M consoles sold (41% increase)
7th gen - 273M consoles sold (30% increase)
8th gen - 292M consoles sold (7% increase)

This is if you count the switch as a home console (which I don't really think it is) and as part of the 8th gen (which it is) This gen the Xbox is (supposedly) selling more than last gen, and the PS5 will now catch up with the PS4, probably surpass it.



Argument based on nada, because there has been growth and the numbers prove that the market has not flatlined.



PC port begging at its finest.



The PC community is timid? The same community that shits on Sony games and then keeps port begging for them, only to then torrent the games? Sure.

The 8th generation of consoles was actually a large decline from the 7th. You're probably thinking oh it sold slightly more hardware so clearly there's growth. That would be wholly incorrect as not only Nintendo started over so a large portion of Wii U users migrated to the Switch, Sony and Microsoft both released mid-generation consoles which people migrated to from their initial console purchases.

More sold hardware does not mean growth, growth is not hardware sales, growth is new users gained. I was being kind by saying the console market is in stagnation, well we can forget that it's actually in decline.

I'm not going to respond to any of your childish port begging comments. I don't have the time, the care or the want to deal with fanatical nonsense. Frame your responses in an adult manner and then we can talk.