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

[thicc_girls_are_teh_best]

Long thread I made on Twitter, that might be unpopular but I think needs to be said.

A lot of this is likely true even if they have posted generally good results for Q2 when it comes to revenue.

Software is more a issue with the lack of 3rd-party output I believe.

They did sell less in 1P software QoQ, but I think a lot of that can be attributed to the COVID lockdown effect difference. Lockdowns were still pretty strict from July - September 2021, whereas this year they've eased back significantly (pandemic-level lockdowns have basically been gone for several months by now).

So more people are getting out, meaning less people in to play games. But 1P sales QoQ are mostly flat, which is maybe a bit interesting considering the Q1 releases (Horizon, GT7, MLB The Show) are still selling and are closer to FY 2022 Q2 than games like TLOU Part 2 & GoT were to FY 2021 Q2 (as they both released roughly a year apart from FY 2021 Q2's period).

I mean the difference of 7.6 million to 6.7 million isn't necessarily massive, but it may lead to some thinking if a combination of initial reception (HFW with some technical issues, GT7 with the MTX controversy), timing (particularly HFW releasing so close to Elden Ring may've had some impact on total sales even if HFW is still doing quite well overall as seen in it's yearlong NPD tracking at #5 for the whole year), and maybe the PC strategy having some would-be Day 1s on console otherwise waiting for a PC port, factoring into that result.

It could also just be as simple as PS5s not being in enough supply when those games were out, and increased supply not coming in time to help boost up PS5 software sales for those games, or in the case of HFW, the bundles not counting towards the sold copies (Sony might handle that internally the way NPD handles the HFW bundles towards its sales i.e they don't count the bundles towards it).

Or a combination of all of those factors in varying degrees.

 

[Alabtrosmyster]

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.

In think that people who just got a ps5 with a ps+ subs have plenty of games to try, so they have little reason to go and buy all these games just to see the new graphics.

 

[Deleted member 51]

Me waiting for funky car analogies.

Ford pinto vs any car

im not sure if you are looking forward to perfect dark reboot, but when that comes out do you consider that a fully MS product? Crystal dynamics is co-developing with the initiative and not in the role as a support studio. How do you view this ? and yes i know MS own the perfect dark IP. But Sony owns Bloodborne IP as well. What makes these two situations different?

This is the exact problem I'm taking about. I'm not pro Microsoft. Just because I don't care for Sony products, doesn't make me a Microsoft fan/Sony hater. I wish that all ppl could get it in their head that I'm a gamer at heart. Not a fanboy like weirdos @PropellerEar for instance. I play games, regardless of who is the developer, funder, etc. If it's good, I'll more than likely have played it. There's a reason why some games get a bunch of hours, and a reason why some games get no hours of play time.

 

[Deleted member 51]

Imma make this it's own post. There's a reason why I have barely any time on Sony games recently, minus GoW. That's the only game I liked. Now if they brought back motorstorm, I'd be down and some of their other PS3 games. You got weirdos like @PropellerEar who thinks every Sony game needs to be praised to the rooftops. And that just simply isn't the case, there's a reason Sony games sell like shit on steam. You need to have engagement, and you won't get that years later. Also single play only games suck ass. You play one or two times and then you're done.

 

[Deleted member 51]

@DoctaThompson i have no personal issues with you but it does seem like u brought some of your stupid takes from gaf here and thats sad really. Just hold the L on this one and move on man. Educate yourself some too, i get you may not prefer playstation centric things and thats fine but to each his own, just give credit where credit is due.

Making of Bloodborne:

Bloodborne is good. Can't take away from that. But you need to also realize there are great games outside of Sony. I wish some of you guys would realize this. Not saying all is bad, but not all is good.

 

[PropellerEar]

Ford pinto vs any car

 

[Kyoji]

Bloodborne is good. Can't take away from that. But you need to also realize there are great games outside of Sony. I wish some of you guys would realize this. Not saying all is bad, but not all is good.

1. i never called you a MS fanboy, i only used perfect dark for an analogy.
2. watch the video with the link i embedded, theres really nothing to debate about its all in the video and its actually a good watch, yet sad at the same time because most of the japan studio vets have left playstation now and have their own studios.

Theres nothing to debate about here youre just wrong, its ok to admit being wrong, if im wrong about something i have no problem saying i had my info mixed up. If you dont at least plan on learning more about how bloodborne came about and who all was involved you shouldnt be trying to debate with people who clearly know and you dont lol.

 

[Deleted member 51]

1. i never called you a MS fanboy, i only used perfect dark for an analogy.
2. watch the video with the link i embedded, theres really nothing to debate about its all in the video and its actually a good watch, yet sad at the same time because most of the japan studio vets have left playstation now and have their own studios.

Theres nothing to debate about here youre just wrong, its ok to admit being wrong, if im wrong about something i have no problem saying i had my info mixed up. If you dont at least plan on learning more about how bloodborne came about and who all was involved you shouldnt be trying to debate with people who clearly know and you dont lol.

But your still wrong here. You gave me the benefit of the doubt, and I've given you the same. You're still wrong here, so I don't get why you quoted me. If you actually have anything to dispute my claims @Kyoji, go ahead. But since you don't ... Might as be quiet?

 

[IntentionalPun]

Good results obviously; weak Yen sort of sucks for Sony. Although it's partly responsible for the revenue increase in general as well since they raised their prices on everything because of it lol

 

[Remember_Spinal]

I’m not sure why people act like its only Sony disengaging with their audience (which i agree with) its not like Nintendo is out here communicating with their fans everyday, or throwing big events.

Nintendo basically got the same amount of events we got this year, the only difference is playstations games were much bigger at theirs. Nintendo hasn’t even really shown off their biggest game ToTK fully this entire year or the new Metroid.

Meanwhile sony showed off Street Fighter 6, Tekken 8, Final Fantasy 16, God of War, Stellar Blade, Rise of Ronin, Resident Evil 4…etc

And microsoft has only had one real gaming showcase this year and the only game of significance they showed off was starfield

 

[LightBolt]

Both Japan Studio and Fromsoftware made Bloodborne and it's amazing, end of story.

 

[Kyoji]

So if we were to look up Bloodborne, is it a Sony or FromSoftware game? Everyone knows the answer here, but you. You're the one guy who doesn't get the hint, the first or second time. Maybe not even the third time.

A Collab. Everyone knows it's a FromSoftware game, funded by Sony. And let's just say it was a Sony game, it's the only game I look forward to from FromSoftware Sony. All the test are meh to say the best.

Exactly the response I was looking for. So when others play @ 4k with actual raytracing, no resolution or frame drops, what river are you gonna be crying into? We'll get the best version of your favorite games. Cry me a fucking river

Again please know the difference beetween just 'funding' a game and actually working on the game, you dont and are still debating here when theres nothing to debate, this is the second and last time ive posted a video to even help you understand. I'm not here to talk about what platforms you prefer, rather you are a xbox fanboy pc fanboy playstation fanboy or whatever, I'm commenting strictly on your comments dealing with bloodborne and playstations involvement on the developer level. You should go back and read your claims, im only repsonding to those, in which case someone already showed you a JP studio producer was working on the game, that should have been your first clue dude.

And now youre quoting me talking in circles instead of responding to the evidence you asked me for which i posted above for a second time.


Too the mods i apologize because i have now contributed to derailing this thread, so this is my last post about it. I just cant stand when people talk about something they are clueless about and then when the correct information is provided instead of just saying oh hey i did not know or realize that, instead they decide to double down, this isnt twitter, and none knows everything lets use the resources and community here to learn things new and old about gaming

 

[Kokoloko]

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.

How come?

 

[Yurinka]

How come?

Read the "increase in costs" part of the OI (Operative Income, things affected to profitability) portion of the G&NS Segment for this quarter, Q2 FY2022:

 

[Darth Vader]

Exactly the response I was looking for. So when others play @ 4k with actual raytracing, no resolution or frame drops, what river are you gonna be crying into? We'll get the best version of your favorite games. Cry me a fucking river

No river to cry on to, I have a gaming PC.

You're actively becoming quite the piece of crap around here.

You're actively paving the way for your ban.

 

[thicc_girls_are_teh_best]

God of war and Spiderman on PC sold like 3+ Million each. Thats extra revenue with very little overhead coming in as a source to Playstation.

Doesn't matter if you bought it on PC or PS5 they got you're money and for the most part makes people a fan of their branded Playstation Studios. So the odds of someone who has both PC/PS5 buying it on one of the platforms is high. If Horizon:FW is $70 on steam and sells a couple million thats a good amount of revenue coming in where they had to invest very little to get a return.

Extra revenue sure, but profit matters just as much. Their 1P games on Steam, no matter their price, Sony pays Valve 30% of that cut. We also haven't seen in what ways (if any) the strategy of bringing so many marquee 1P releases to PC so soon (literally just within the span of two years) may have on at least some parts of the potential hardcore/core buying base for the sequels when those drop.

Will they buy Day 1 on console at full price, wait for a sale, or just wait for what they feel could be an inevitable PC port? Personally I still don't think that amount accounts for much of the buying base, it's probably like 3 - 4% at most, but what percent of them are also buying heavy into 3P software, MTX, DLC on PlayStation? And what percent of that would they make up?

You are always going to have games that dont do well like sackboy, and uncharted. Which I think Uncharted being re-released multiple times didn't do it any favors in getting high sales volumes on PC.

But once they release last of us Part1 and part 2 as a package deal they will sell as many if not more than God of war/Spiderman on PC. Same goes for Ghosts.

Will the PS5 versions of any of those games get the QoL improvements and benefits PC users will end up getting? I hope that to be the case.

And I see returnal being a big hit among hardcore crowd on PC for rogue type of games. I see that to be a long term evergreen. It may not come out the gate selling a couple million in its first 6-12 months. But I see it consistently being bought through out certain times of the year.

I can see that as well, but what are the prices those copies months after the release on PC are going to sell at? How much of a multiplier over the budget for porting costs will that revenue be (the higher that is, the higher the net profit is too)? And, what effect (if any) will those have on sales of related IP entries (sequels, spinoffs etc.) on PlayStation consoles?

Some of these we still need to see some results for, hopefully nothing is too disruptive on that front.

 

[BloodMod]

I urge everyone to cool their temper.
I would also like to remind our most enthusiastic users how irritating I find backseat moderation. Please just don't.

 

[mansoor1980]

 

[Dr Bass]

In think that people who just got a ps5 with a ps+ subs have plenty of games to try, so they have little reason to go and buy all these games just to see the new graphics.

Almost like giving away games for pennies on the dollar trains people to not want to buy games when they come out ...

 

[Dr Bass]

You're actively becoming quite the piece of crap around here.

Gonna ask again. Why do you act like this on a forum when you are totally normal in the discord? No one thinks this approach makes you look smart or clever. Can you just be yourself and not whatever persona this is?