Sony's future and possible studio/publisher acquisitions

RE4-City

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a SQEX sale to sony would sink the company and ensure they close up shop in their home country of japan. Nobody in Japan is playing on PlayStation or cares about the PS5 games. Sorry to burst your bubble. Xbox is a non-factor but Sony is a distant, distant second so much so it's to the point of irrelevance.

I live in Japan.

I can tell you 100% everybody here plays Switch, loves Nintendo, and considers Nintendo as a national heritage brand. Sony isn't held in the same regard. Sony will never beat Nintendo ever again here.

If anyone acquires Square Enix it will be Nintendo.

Keep in mind: No japanese developers have been bought or sold yet and none probably will. they don't do that shit. so it's all hearsay and Xbox fanboys acquisition begging bleeding into the PS camp at the end of the day.
Do you think all of Sqaure Enix's sales in the rest of the world will disappears as well if Sony Buy's them? I don't think Sony will buy them or even need too but Final Fantasy 7 remake is like the best selling game they had in a while and if Sony outright bought Square the marketing for future final fantasy game would be pushed even harder by Sony's Marketing machine!
Again I'm not saying Square will or should be bought by Sony or anyone but to think Square will close up shop because of a Sony purchase is insane, both companies would have to mishandle so much for that to happen just because stuff like octopath and live a live on switch won't be happening anymore!
 
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arvfab

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there is no way Sony is acquiring Square-Enix.

S-E's Nintendo output has been incredible. the two companies get closer each day.

Octopath, Triangle Strategy, Live-A-Live, Harvestella, you name it, S-E is first in line to work with Nintendo.

Japan in general is 90% Nintendo. There's no way S-E sells to Sony and limits themselves that much. I do think Sony will continue to invest in Final Fantasy, and that should be enough to keep the higher end S-E experiences (Like FF7R and FF16) under their umbrella, and give them absolute JRPG supremacy in the HD space.

it's all business strategy at the end of the day. S-E knows what they're doing.

If Sony buys SE, it doesn't mean such games wouldn't still come to Switch (and PC, if not even mobile). Maybe making them timed exclusive would help Sony gain some ground in Japan, but I think they wouldn't even make that and get the profits from Switch.
 
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Eternal_Wings

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a SQEX sale to sony would sink the company and ensure they close up shop in their home country of japan. Nobody in Japan is playing on PlayStation or cares about the PS5 games. Sorry to burst your bubble. Xbox is a non-factor but Sony is a distant, distant second so much so it's to the point of irrelevance.

I live in Japan.

I can tell you 100% everybody here plays Switch, loves Nintendo, and considers Nintendo as a national heritage brand. Sony isn't held in the same regard. Sony will never beat Nintendo ever again here.

If anyone acquires Square Enix it will be Nintendo.

Keep in mind: No japanese developers have been bought or sold yet and none probably will. they don't do that shit. so it's all hearsay and Xbox fanboy's acquisition begging bleeding into the PS camp at the end of the day. SQEX is healthy and doesn't need anyone's help.
Burst may bubble? How old are you to write like a triggered fanboy?
Sorry to discuss further with you is useless time wasting. Yeah of course no plays in Japan Playstation.
Then how do you explain this numbers?




You're seeming not to be the greatest Playstation supporter, which is okay. But we don't need your hate against Sony here and spreading your misinformation here. Nintendo doesn't have clearly the money like Sony to spend 5-7 billion dollars, wake up from that illusion. Nintendo have only their gaming and merchandise sales, unlike Sony they can't do risky investments. Plus they need to built up reserves, or they will have big trouble. In Wii U era Nintendo was near going bankrupt, they can't afford to repeat that and doing in your wishful thinking big purchases. But I will stop here, discussing with a Nintendo fanboy will lead to no good. But mark my words, the acquisition of Square Enix by Sony is going to happen sooner than you would expect it. Because the choice is easy for me, to trust a reliable industry insider how it Jeff Grubb is, then a mad guy from the internet.

Edit: I forgot to tell you something the selling numbers I talked about of Octopath Traveler and Triangle Strategy are not only JAPAN, it's worldwide.
The times where Japanese did the biggest portion of games sales, are over. They mostly play mobile games and the Nintendo Switch is popular because to it's brands like Super Mario, Zelda, Yoshi and other family friendly titles in Japan. SQEX gets carried by it's western customers (Europe and NA) mostly this days now and that's a fact. FF7R did only on PS4 in the first year 5 million units and there was no update since 2020! So if you reconsider the PS5 version then it may have likely sold now 7.5 million copies only on PS5 and PS4. These are numbers of which Nintendo can only dream of and never will reach with a Square Enix game. Get used to it, Square Enix is in Sony camp.
 
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PropellerEar

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If Sony buys SE, it doesn't mean such games wouldn't still come to Switch (and PC, if not even mobile). Maybe making them timed exclusive would help Sony gain some ground in Japan, but I think they wouldn't even make that and get the profits from Switch.
Exactly.
Making multiplatform publisher to go exclusive is like throwing money down the well.
How hard you wish, it will never pay back.
 

Yurinka

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a SQEX sale to sony would sink the company and ensure they close up shop in their home country of japan. Nobody in Japan is playing on PlayStation or cares about the PS5 games.
Not true. Their console sales are perfectly fine in Japan, other than recent supply constrains like in the rest of the world. Regarding games, a huge percent of game sales for PS are digital, while for Switch the percentage is way smaller. In addition to this the ranking of retail sales only include a few dozen games when there are thousands being sold, so these rankings aren't representative of total game sales (or revenue, specially considering we're in the age of F2P and GaaS and they generate over half of the money worldwide and specially in Asia).

On top of that, Japan is a small part of the total worldwide revenue for companies like Sony and Square. And if Sony buys them pretty likely would keep them (mostly) multiplatform as happened with Bungie, Mojang, Bethesda or Activision Blizzard to maximize revenue and profit provided to their owners.

Keep in mind: No japanese developers have been bought or sold yet and none probably will. they don't do that shit.
Again, not true. Japanese companies like Tango, SNK or Valhalla were sold to foreigners. Nintendo bought Monolith, NDcube or SRD.

Not sure if this is totally true, looking at how Crystal Dynamics was dumped to Embracer with Tomb Raider IP.
It's true, SE is healthier than ever. SE is a top 5 (or almost) biggest 3rd party gaming companies in the world in terms of revenue and profit and they are performing better than ever in their history. In mobile they were the top 13 company in revenue both in 2020 and 2021. If they sold most of their western stuff it wasn't because they needed the money, probably it was because they were pretty unprofitable for them, because of cultural barriers or something like that.

square-enix-annual-sales.jpg


square-enix-operating-income.jpg


If Sony buy Square Enix i 100% believe its primarily for FFXIV. That game is running at like half capacity right now. Sony could turn that game into a way bigger franchise with more servers and platforms
Nah, there are many reasons of why would Sony want to buy SE:
  • Increase their yearly revenue, profit and amount of game releases
  • Bigger presence in PC, mobile and other consoles (I assume they'd continue multiplatform after acquired like Bungie, Bethesda or Activision Blizzard)
  • They worked together in exclusives since the PS1, that would strengthen that relationship. I think to buy them would block Switch exclusives releasing these games on PS too, and they could make all their games (or well, at least the key ones) PS timed console exclusives
  • Sony would become the top player in JRPG genre, would have that genre covered with 1st party, wouldn't depend anymore on 3rd parties
  • Sony would get the currently most successful MMORPG, getting more GaaS knowledge, talent and data
  • Sony would get the most successful publisher in bringing console IPs to mobile, would use that knowledge, talent and data to do the same to bring other PS IPs to mobile
  • It would help achieve their goal of growing in Asia (not only Japan)
  • It would give them more Japanese gamedev studios
  • Sony would secure many new and classic games for PS Plus and would be able to block them from rival game subs and cloud services
  • They would get several game IPs with potential to be used in movies, tv shows and anime
Tin foil Hat time:

If im not mistaken in the interview where they acquired Bungie, didnt Jim Ryan say they had acquisitions theyre not ready to announce yet? As in theyre already done but just not public yet? Maybe they already have acquired square and just havent announced it yet what with all the timed exclusive deals they have. I think they literally have 6 timed AAA exclusives which is insane if you think about it.
He said there and also said (like other Sony reps) later that they were working on more acquisitions. Since then they bought Haven and Lasengle. So pretty likely they didn't announce them because are still negotiating them or reworking them to sell them or someting like that. Or maybe they decided to save the hype bullet for later once they start to get rid of the chips shortage issue, or to wait until they get the approvals from the regulators for the Bungie acquisition.
 
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Remember_Spinal

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I dont see sony buying square enix and making all their games exclusive like microsoft is doing with bethesda.

Maybe they get the new final fantasy games, kingdom hearts, and new AAA titles in playstation that wouldnt come to nintendo anyway and just cut out xbox.

Theres no possibility sony buys square enix and cuts off nintendo, especially for their AA games. Microsoft is a non-factor but thats already the case. If sony buys square its specifically for the MMO and the final fantasy ip
 

Remember_Spinal

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Nah, there are many reasons of why would Sony want to buy SE:
  • Increase their yearly revenue, profit and amount of game releases
  • Bigger presence in PC, mobile and other consoles (I assume they'd continue multiplatform after acquired like Bungie, Bethesda or Activision Blizzard)
  • They worked together in exclusives since the PS1, that would strengthen that relationship. I think to buy them would block Switch exclusives releasing these games on PS too, and they could make all their games (or well, at least the key ones) PS timed console exclusives
  • Sony would become the top player in JRPG genre, would have that genre covered with 1st party, wouldn't depend anymore on 3rd parties
  • Sony would get the currently most successful MMORPG, getting more GaaS knowledge, talent and data
  • Sony would get the most successful publisher in bringing console IPs to mobile, would use that knowledge, talent and data to do the same to bring other PS IPs to mobile
  • It would help achieve their goal of growing in Asia (not only Japan)
  • It would give them more Japanese gamedev studios
  • Sony would secure many new and classic games for PS Plus and would be able to block them from rival game subs and cloud services
  • They would get several game IPs with potential to be used in movies, tv shows and anime

Yeah, i agree. We’re saying the same thing. I’m just trying to emphasize how big FFXIV could be.

And yeah, i also think people are underestimating the effect of digital sales, even in places like Japan/Asia. I think damn near 70% of playstations software sales globally are digital now. I even remember when Bandai Namco reported that they had sold a million units of Elden Ring in Japan but the retail trackers were only showing around 250k, even if you take PC into account thats a shit load of digital copies unaccounted for.

I wouldn’t be surprised if a lot more games on playstation are selling a lot more than people think with digital sales. Its just tha nitnendo is king of retail still so their games will always dominate physical charts.

A large part of the console gaming market has permentantly shifted to digital, there are entire digital only consoles on the market now. Its gonna keep trending that way with sony and microsoft making so much money with their online services and cloud streaming.

Also, nintendo is doing great now but it doesn’t really mean their next iteration of whatever they do will be a sure fire hit. We’ve already seen nintendo flop every other console, even their latest handheld before the switch did badly.

If people think nintendo is the safe bet for the console future of gaming they would be terribly mistaken. I’m sure most publishers realize that also. While Nintendo is raking in money (mostly with first party evergreen titles) most japanese publishers aren’t as confident in going all in with them for all those reasons stated above. Which is why most of them aren’t focused on catering specifically to a japanese audience anymore.

People also forget that Playstation took the same approach. They saw the way the wind was blowing in Japan for console gaming and got the hell out of dodge. Most japanese games sell like shit there. They are lucky to crack 500k, and its considered a huge succcess if they sell a million, like astronomical success. Sony is selling a million copies of indie partnered games, their big games are looked at as underwhelming for doing 10 million in a little over a year. Not to mention the service oriented 3rd party games just raking in money.

The western market is the one funding the console race at this point and its gonna start to show. Japan is just not a big enough piece of the pie to sustain triple A gaming.

When Sony focused on Japan their software sold like shit. All those Japan Studio games everyone cries about relentlessly sold like shit. PS3, the weird and quirky generation (along with the psp) that everyone loved was the worst generation for them financially. The only game Sony was selling 10 million copies of was Gran Turismo because it appealed to westerners. Games like Monster Hunter, Yakuza, Final Fantasy, and Dragon quest, etc. Found their major success when the global market embraced them, not just Japan.

Now sony games do 3-4 million in preorders alone. They made the right call.
 
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Bryank75

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If Sony buys SE, it doesn't mean such games wouldn't still come to Switch (and PC, if not even mobile). Maybe making them timed exclusive would help Sony gain some ground in Japan, but I think they wouldn't even make that and get the profits from Switch.

Yup, Bungie set the scene for any possible acquisition...when the company still has a lot of autonomy but is still owned and ultimately controlled by Sony / SIE
 

Dabaus

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Listening to randall thor and Jez's last podcast to see what the insane asylum has to say and one of the guests "king david" said when the activsion deal closes he hopes microsoft buys square enix out of spite. That would effectively kill them as a publisher but oh well at least sony loses right?
 
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Eternal_Wings

Eternal_Wings

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Listening to randall thor and Jez's last podcast to see what the insane asylum has to say and one of the guests "king david" said when the activsion deal closes he hopes microsoft buys square enix out of spite. That would effectively kill them as a publisher but oh well at least sony loses right?
Microsoft will never get a Japanese publisher. They already tried to buy a couple of times Japanese publishers likes SQEX, Capcom and got always rejected. Japanese companies don’t sell themselves to American companies, their tradition is more important for them. This are all poor dreams of the Xbox fanboys. This clowns you mentioned are just mad because Xbox will never have this kind of very close relationship like they have it with Sony. Let them bark, Microsoft will never get a foot in Japan.
 
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Dude... a script from Tarantino for a game would eb so insane. Plus he is mostly working with Sony Pictures now.

Don't even need DiCaprio, could just be Tim Roth and some great voice actors etc.

But Sam Jackson would be a 'have to be'.

The hype alone would be crazy, everyone would want to play.

He works with Sony Pictures nowadays? I didn't know that, would mean they had a hand in Once Upon A Time In Hollywood too, right (which is up there with my fave Tarantino movies the past decade alongside Inglorious Basterds and Django Unchained. Not the biggest fan of Hateful Eight).

If they could get John Travolta in there and get some Jules & Vincent action going I'd be over the moon. Has Quentin ever expressed interest in making a videogame?

I said it a few days back, but Sony should totally turn Until Dawn/New exclusive IP after purchasing SuperMassive, into a cross media property like American Horror Story. Can get plenty of story fodder for games/tv series in an anthology, even if you don't bloster your own Bravia Core media offerings you can sell the tv show off to Netflix or whomever. You can cross-promote PS and Sony Pictures, and the connections to the actors/actresses used etc. Can stage different themed games around the calendar, MidSummer Night Murder, Spring Slasher, Halloween Dark Pictures Anthology, Something for winter, lol.

Do you think they would leverage the characters as "digital actors" in a sense in doing that? Would be kind of interesting IMO; I know WARP (RIP Kenji Eno) did it with their Laura character in the '90s, moving them begin multiple games like an actual actress.

They could maybe catch on wit hit now that Vtubers are popular.

a SQEX sale to sony would sink the company and ensure they close up shop in their home country of japan. Nobody in Japan is playing on PlayStation or cares about the PS5 games. Sorry to burst your bubble. Xbox is a non-factor but Sony is a distant, distant second so much so it's to the point of irrelevance.

I live in Japan.

Are you also an expert?

I dont see sony buying square enix and making all their games exclusive like microsoft is doing with bethesda.

Maybe they get the new final fantasy games, kingdom hearts, and new AAA titles in playstation that wouldnt come to nintendo anyway and just cut out xbox.

Theres no possibility sony buys square enix and cuts off nintendo, especially for their AA games. Microsoft is a non-factor but thats already the case. If sony buys square its specifically for the MMO and the final fantasy ip

Exactly. Even if SE got acquired by Sony, Sony aren't dumb enough to cut Nintendo off. The smaller games are still a great fit for Switch platforms (especially if Sony themselves still have no plans to do a portable handheld of their own in the near future), and bring in extra revenue. Meanwhile the big AAA games like FF VII Part 2 and FF XVI can focus on PS5.

The western market is the one funding the console race at this point and its gonna start to show. Japan is just not a big enough piece of the pie to sustain triple A gaming.

When Sony focused on Japan their software sold like shit. All those Japan Studio games everyone cries about relentlessly sold like shit. PS3, the weird and quirky generation (along with the psp) that everyone loved was the worst generation for them financially. The only game Sony was selling 10 million copies of was Gran Turismo because it appealed to westerners. Games like Monster Hunter, Yakuza, Final Fantasy, and Dragon quest, etc. Found their major success when the global market embraced them, not just Japan.

Now sony games do 3-4 million in preorders alone. They made the right call.

I kinda agree and disagree on this. Agreed because if we're just talking numbers, they definitely made the right call.

Disagreed tho because, IMO it's not just about the numbers (or it shouldn't be just about the numbers). A lot of those games like Puppeteer, Ico, Parappa, Mr. Mosquito etc. may not've set the sales charts on fire, but they were still great-quality games and added some much-needed variety to the platform both in terms of overall content, and in terms of the first-party exclusives lineup. They also have their fans, and I bet a game like Echochrome or Puppeteer costed Sony nowhere near the amount of money a TLOU Part 2 or Spiderman 2 did/will.

So that news from Sucker Punch earlier today, that didn't 100% sit right with me. I get that Ghosts is their biggest IP in history and the game is a legit thing and can lead to a very strong franchise from them for a few entries, and that's why it's worth focusing on. In light of that AND stuff like Spiderman, I'm not surprised or upset InFamous isn't a focus from them or any other devs; it'd just be too much overlap for 1P and kind of redundant when they have actual superheroes they can use.

But there isn't very much on the market like Sly Cooper these days, that's a niche that could still be served well on a modest budget with the right talent, so it sucks a bit to hear that's in the same camp as InFamous at least for now. Remember around 2020 or so, when Shawn Layden had left, and there were rumors that Sony was focusing on a smaller number of 1P games to instead focus on making even bigger key marquee games? I don't know how much word like what SP had today was a part of fears WRT that but it probably plays a small part considering we do know they are expanding 1P output but a lot of that is coming at the expense of many live-service/GaaS titles, and (at least so far) less smaller, more niche, non live-service based IP.

Maybe they have some plans to work with some 3P teams on smaller entries into those IP, maybe they can even use some of them to help push PS+ subs at the higher tiers (since they wouldn't be the big AAA games, it's possible sub services could offset some of the dev costs). Point is, I don't think they need to 100% shut those kind of games out or only rely on indie 3P teams to do them, there should be enough in the budget for either 1P teams to work with those smaller IP or partner with 3P devs to work on said IP (similar to what Sega's done with Sonic Mania and Streets of Rage 4).
 

Remember_Spinal

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Listening to randall thor and Jez's last podcast to see what the insane asylum has to say and one of the guests "king david" said when the activsion deal closes he hopes microsoft buys square enix out of spite. That would effectively kill them as a publisher but oh well at least sony loses right?

I really don’t understand xbox-only console owners and their delusions regarding japanese games. Every once in a while i peek in the xbox OT on era and they absolutely lose their minds everytime a japanese game skips xbox, like you don’t get it yet?

They were trying to convince themselves days ago that Fromsoft is making an xbox exclusive lol
 

Remember_Spinal

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Disagreed tho because, IMO it's not just about the numbers (or it shouldn't be just about the numbers). A lot of those games like Puppeteer, Ico, Parappa, Mr. Mosquito etc. may not've set the sales charts on fire, but they were still great-quality games and added some much-needed variety to the platform both in terms of overall content, and in terms of the first-party exclusives lineup. They also have their fans, and I bet a game like Echochrome or Puppeteer costed Sony nowhere near the amount of money a TLOU Part 2 or Spiderman 2 did/will.

The thing is, Sony still gets those games, they just don’t make them internally anymore and they’re not all from Japan. You still get stuff like Little Devil Inside, Stray, Sifu, Solar Ash, Kena, F.I.S.T, etc. We got games from the Europe, China, Korea, North America, Japan, etc.

The only difference is they aren’t micro managing 20 small independent studios inside a larger one and burning a bunch of resources trying to get them out anymore like they were with Japan Studio. Indies offer a ton of variety and Sony have done a really good job of finding the best of the best and even funding them. If anything we are getting more small, higher quality games now than we did then we got in the PS3 generation.

I can subsist an entire year on just indie game releases. That could have never happened back on PS3, all I need Sony to do is keep funding and curating them like they have been.

Its like how people complain that sony doesn’t make JRPG’s anymore, yet we are still getting the same amount we’ve always got, just from 3rd parties.
 

ksdixon

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Do you think they would leverage the characters as "digital actors" in a sense in doing that? Would be kind of interesting IMO; I know WARP (RIP Kenji Eno) did it with their Laura character in the '90s, moving them begin multiple games like an actual actress.

I mean it both ways tbh. Sony can sign actors to act in their motion rigging and be the actor likeneses playing characters, like Dafoe and Page for Beyond Two Souls

I both think if a Sony made DPA game's story catches-on maybe that one gets a sequel game with same characters returning; but I did originally mean sort of like American Horror Story, the girl in season 1 haunted house, sat out season 2's insane Asylum, but when season 3 popped up she was a witch.

If you expand it out to a Sony produced media like a TV show, you already have casting and relationships and story done etc. You have your own in-house AHS or Creepshow anthology series.

Im not saying oversaturate everything, but you could do something with this. People still have watercooler talking moments for story things, like the new season of Stranger Things.
 

Yurinka

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Disagreed tho because, IMO it's not just about the numbers (or it shouldn't be just about the numbers). A lot of those games like Puppeteer, Ico, Parappa, Mr. Mosquito etc. may not've set the sales charts on fire, but they were still great-quality games and added some much-needed variety to the platform both in terms of overall content, and in terms of the first-party exclusives lineup. They also have their fans, and I bet a game like Echochrome or Puppeteer costed Sony nowhere near the amount of money a TLOU Part 2 or Spiderman 2 did/will.
They still do smaller projects like Astro, Dreams or Sackboy but they now keep mostly the role of small and unique to indies with 3rd party timed console exclusivity deals giving them the IP because it's a win/win situation.

For indies it's a better deal to have a timed console exclusive than a full exclusive because allows them to get extra revenue from the other platforms. And for Sony is better too because it's cheaper for them, so with the same amount of money they can get more games and being small titles they don't care if end later in other consoles.

For indies it's also important to selfpublish and to own the IP of their games, because it allows them to make sequels, remakes, ports (after the timed exclusivity period), comics, movies, toys or whatever they want with these brands without requiring Sony's approval. For Sony these are tiny IPs that pretty likely won't generate enough sales or interest to justify for a huge company like Sony to make more games of these IPs, so Sony doesn't care about owning the IPs. It's ok for Sony to give it to the indies, and if Sony ever wants a sequel then they can call these indies and offer them another deal for the sequel.

So that news from Sucker Punch earlier today, that didn't 100% sit right with me. I get that Ghosts is their biggest IP in history and the game is a legit thing and can lead to a very strong franchise from them for a few entries, and that's why it's worth focusing on. In light of that AND stuff like Spiderman, I'm not surprised or upset InFamous isn't a focus from them or any other devs; it'd just be too much overlap for 1P and kind of redundant when they have actual superheroes they can use.
Yup. And remember Sony has (at least) Wolverine coming too. I think their best option is to focus on Ghost of Tsushima and forget these other Sucker Punch IPs at least for a while.

In fact, with the GoT sequel I'd differentiate it a bit more from the other Sony cinematic third person action adventures and open world games by focusing a more on the ninja and specially stealth, in a some sort of Metal Gear way. Make easier and reward more to go unseen by the enemies and make more difficult and super challenging to go Rambo making it more difficult than Souls games by fighting many enemies at the same time.

Remember around 2020 or so, when Shawn Layden had left, and there were rumors that Sony was focusing on a smaller number of 1P games to instead focus on making even bigger key marquee games? I don't know how much word like what SP had today was a part of fears WRT that but it probably plays a small part considering we do know they are expanding 1P output but a lot of that is coming at the expense of many live-service/GaaS titles, and (at least so far) less smaller, more niche, non live-service based IP.

Maybe they have some plans to work with some 3P teams on smaller entries into those IP, maybe they can even use some of them to help push PS+ subs at the higher tiers (since they wouldn't be the big AAA games, it's possible sub services could offset some of the dev costs). Point is, I don't think they need to 100% shut those kind of games out or only rely on indie 3P teams to do them, there should be enough in the budget for either 1P teams to work with those smaller IP or partner with 3P devs to work on said IP (similar to what Sega's done with Sonic Mania and Streets of Rage 4).
In the recent Sony presentation Jim Ryan shown that even if they'll increase their bet on PC ports and mobile games they'll make way more console games than before.

Jimbo also shown there that even if they'll increase their offering on MP/GaaS games, they'll also make more traditional non-GaaS games than before.

Jimbo also shown that as Hermen Hulst said before that around half of their next games will be new IPs.

Hermen also said he's proud of more experimental, unique or small games like Astro, Dreams, Sackboy or Death Stranding and that they'll continue making games like these ones. On top of that, regarding small and unique games they mostly make them 3rd party timed console exclusives instead of mostly 2nd party full exclusive because it's a win/win both for Sony and the indies and allows Sony to get more smaller games than they got before. Jimbo also said they plan to have more 3rd party exclusives than in any previous console.

We also seen Sony numbers indicating record investment on 2nd party and also increasing the manpower of all their internal teams.

Jim Ryan basically will give us more of everything. So whatever you like, you'll get more of it than before from them. Shawn Layden didn't expect Jimbo to buy many studios, grow a lot the existing ones, partner with more external ones and to increase their offering in all platforms and game types.

Regarding to partner with small 'boutique' 3rd party teams to allow them use PS IPs they mentioned that will do it for mobile, in addition to publish them games there. It would be cool to do it in console too to bring back some old unused IPs.
 
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The thing is, Sony still gets those games, they just don’t make them internally anymore and they’re not all from Japan. You still get stuff like Little Devil Inside, Stray, Sifu, Solar Ash, Kena, F.I.S.T, etc. We got games from the Europe, China, Korea, North America, Japan, etc.

Those are good points; they are still getting those games and with stuff like Kena we've seen they're willing to invest in cofunding and helping with actual development, too. So, can't get mad about that.

I guess my thing then, is that I'd like if Sony were open to license out some of their own smaller IP to those types of teams if they were interested. So, Sucker Punch isn't working on a new Sly Cooper. Cool. What if Ember Lab were interested, why not license the Sly IP to them and have them make a new Sly Cooper game? That's the kind of partnership leverage I'm thinking about.

The only difference is they aren’t micro managing 20 small independent studios inside a larger one and burning a bunch of resources trying to get them out anymore like they were with Japan Studio. Indies offer a ton of variety and Sony have done a really good job of finding the best of the best and even funding them. If anything we are getting more small, higher quality games now than we did then we got in the PS3 generation.

That seems more or less true. There are specific quirkier-style games from previous gens I'd like to see come back today or don't have equivalents among indie or AA games today like the Katamari Damacy series, but that could be a situation that resolves itself in time. Sort of like how the JSR one has mostly resolved itself, as these smaller teams get more experience and make more ambitious games beyond the 8-bit stuff so many of them were almost exclusively pushing out a decade ago.

I can subsist an entire year on just indie game releases. That could have never happened back on PS3, all I need Sony to do is keep funding and curating them like they have been.

Its like how people complain that sony doesn’t make JRPG’s anymore, yet we are still getting the same amount we’ve always got, just from 3rd parties.

True; I think for the people upset with lack of Sony JRPGs tho they might mean the specific IP Sony had like Legend of Dragoon, Arc the Lad or Popolocrios. There might be issues of redundancies there though if you look at something like Dragoon and then compare it to FF XVI, or Arc the Lad and compare that with some of the 2D HD remasters Square-Enix are doing.

Can't think of much on the modern JRPG side strongly like Popolocrois, though.

I mean it both ways tbh. Sony can sign actors to act in their motion rigging and be the actor likeneses playing characters, like Dafoe and Page for Beyond Two Souls

I both think if a Sony made DPA game's story catches-on maybe that one gets a sequel game with same characters returning; but I did originally mean sort of like American Horror Story, the girl in season 1 haunted house, sat out season 2's insane Asylum, but when season 3 popped up she was a witch.

If you expand it out to a Sony produced media like a TV show, you already have casting and relationships and story done etc. You have your own in-house AHS or Creepshow anthology series.

Im not saying oversaturate everything, but you could do something with this. People still have watercooler talking moments for story things, like the new season of Stranger Things.

That's a good idea tbh, and also lets them synergize multiple divisions better. It kind of feels like KojiPro is doing that with Norman Reedus in a way; Sony have a bit of that themselves like Lance Riddick in HFW, but it's not something frequent enough to say it's a "thing" with them.

It should be something they're considering, though, as long as they don't overdo it, or force it with games where it doesn't organically fit/make sense. Something like Astrobot or GT doesn't need real-life actors/actresses with digital models, not for those types of game worlds.

They still do smaller projects like Astro, Dreams or Sackboy but they now keep mostly the role of small and unique to indies with 3rd party timed console exclusivity deals giving them the IP because it's a win/win situation.

For indies it's a better deal to have a timed console exclusive than a full exclusive because allows them to get extra revenue from the other platforms. And for Sony is better too because it's cheaper for them, so with the same amount of money they can get more games and being small titles they don't care if end later in other consoles.

Yeah, I agree with this, similar to what @Remember_Spinal was saying. I should've clarified my thoughts initially, then; my idea is more along the lines of Sony licensing out their own smaller, more niche IP to these types of developers and fostering funding & development of games with them on those IP.

Sony may not have 1P teams interested in working on a Parappa/UmJammer game or Tomba! game, but they can license those out to 3P devs who'd want to work with those IP, and go from there.

Yup. And remember Sony has (at least) Wolverine coming too. I think their best option is to focus on Ghost of Tsushima and forget these other Sucker Punch IPs at least for a while.

In fact, with the GoT sequel I'd differentiate it a bit more from the other Sony cinematic third person action adventures and open world games by focusing a more on the ninja and specially stealth, in a some sort of Metal Gear way. Make easier and reward more to go unseen by the enemies and make more difficult and super challenging to go Rambo making it more difficult than Souls games by fighting many enemies at the same time.

I don't have many qualms about them leaving InFamous behind, for all the aforementioned reasons, and agree that Ghosts 2 should probably be their big focus for now. But if we're talking about IP with good transmedia potential, Sly Cooper is still one of those IP IMO, so I hope they are at least considering doing a new game with it in the near future or work with a 3P developer in codeveloping such a new venture down the line.

InFamous doesn't have that potential as an IP especially when compared to the Marvel IP Sony already have like Spiderman and Wolverine, so the most they'll probably do with that IP going forward is including a notable character or two as an easter egg collectible in another game. Unless they do a PS All-Stars 2, where pulling a character from the IP might make sense to fill out the roster.

In the recent Sony presentation Jim Ryan shown that even if they'll increase their bet on PC ports and mobile games they'll make way more console games than before.

Jimbo also shown there that even if they'll increase their offering on MP/GaaS games, they'll also make more traditional non-GaaS games than before.

Jimbo also shown that as Hermen Hulst said before that around half of their next games will be new IPs.

Hermen also said he's proud of more experimental, unique or small games like Astro, Dreams, Sackboy or Death Stranding and that they'll continue making games like these ones. On top of that, regarding small and unique games they mostly make them 3rd party timed console exclusives instead of mostly 2nd party full exclusive because it's a win/win both for Sony and the indies and allows Sony to get more smaller games than they got before. Jimbo also said they plan to have more 3rd party exclusives than in any previous console.

We also seen Sony numbers indicating record investment on 2nd party and also increasing the manpower of all their internal teams.

Jim Ryan basically will give us more of everything. So whatever you like, you'll get more of it than before from them. Shawn Layden didn't expect Jimbo to buy many studios, grow a lot the existing ones, partner with more external ones and to increase their offering in all platforms and game types.

Yeah I've seen the fiscal reports where they detailed their software investment plans (and hardware production projections going forward) and it looks like a sound strategy overall, even if I'm kinda questioning why so many live-service GaaS games in the mix so soon.

Similarly I'm still curious what their plans with ports to PC are going to look like; I think the live-service GaaS titles, at least some of them, may do PS5/PC Day 1 releases, but I can't picture any of the non live-service GaaS titles doing that. If in the chance that's wrong, though, and they actually DO end up trying Day 1 for something like the next TLOU or Spiderman 2 or Wolverine, how is that going to impact the numbers for those games on PS5, and the PS5 itself?

Personally I still think there's too much for them to lose to try doing that this gen. Just briefly, I can think of potential optimization issues (more platforms for Day 1 meaning optimization has to be spread out across all those platforms instead of just 1 or 2), possibly losing out on revenue (if more people on PS5 decide to buy the game on Steam Sony has to pay Valve a cut; they can work out a special deal but Valve is probably still going to get some type of cut off the game sales there), etc.

It's that and a few other reason why I don't think they're going to try Day 1 on PC for non live-service GaaS titles until they can solidify an independent storefront & launcher on PC. Even then, if PS6 is as novel design-wise as it could possibly be (I'm a big believer in PIM architectures for 10th-gen consoles), that could be another factor complicating that whole picture.

Regarding to partner with small 'boutique' 3rd party teams to allow them use PS IPs they mentioned that will do it for mobile, in addition to publish them games there. It would be cool to do it in console too to bring back some old unused IPs.

Yeah, now that you bring it up I didn't think much about the mobile side in this, but that could be an avenue for the older. dormant, more niche IPs to come back through. Mobile usually gets a bad stink, but I've been looking into Apple Arcade stuff the past few months and it seems like they have some legitimately good games there like Fantasian, Yu Suzuki's game (Air Ballet I think), and that upcoming Frogger game. Just games that don't try roping you in with predatory MTX or squeezing money out of you for the sake of it.

The kind of games that would probably find a good healthy home on one of the consoles, actually. If mobile can give us more games like that, but with some of these classic Sony IP (and not just them; Square-Enix, Capcom, Sega, Konami etc.) that can also have versions available on console digitally and/or through services like PS+, that would be awesome.
 
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Yurinka

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if I'm kinda questioning why so many live-service GaaS games in the mix so soon.
Both in the whole gaming industry and in PS the revenue is shifting from physical to digital and from game sales to addons (dlc, IAP, season passes).

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Similarly I'm still curious what their plans with ports to PC are going to look like; I think the live-service GaaS titles, at least some of them, may do PS5/PC Day 1 releases, but I can't picture any of the non live-service GaaS titles doing that. If in the chance that's wrong, though, and they actually DO end up trying Day 1 for something like the next TLOU or Spiderman 2 or Wolverine, how is that going to impact the numbers for those games on PS5, and the PS5 itself?

PS Studios doesn't plan to release games on PC day one, at least not before April 2026. Notice in their plans there are PS4+PS5 games but not PS5+PC games. They plan to increase the amount of PC ports released from 2 in the current fiscal year to 7 in the FY2025, but there is a higher increase on console game releases: from 8 in the current fiscal year to 14 in the FY2025. To make more PC ports won't decrease the number of console games: in fact they'll make more than now.

Same goes with GaaS: they'll make more GaaS than now, but this doesn't mean they'll make less non-GaaS games. In fact they'll make more/invest more in non-GaaS than now.

Same happens with new IPs: they'l make more new IPs than now. This doesn't make they'll make less sequels than now: they'll make more sequels than now.

PS Studios will make more of everything: investing more in new areas doesn't mean they'll invest less in current ones. They'll invest more in everything.

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Personally I still think there's too much for them to lose to try doing that this gen.

Just briefly, I can think of potential optimization issues (more platforms for Day 1 meaning optimization has to be spread out across all those platforms instead of just 1 or 2), possibly losing out on revenue (if more people on PS5 decide to buy the game on Steam Sony has to pay Valve a cut; they can work out a special deal but Valve is probably still going to get some type of cut off the game sales there), etc.

It's that and a few other reason why I don't think they're going to try Day 1 on PC for non live-service GaaS titles until they can solidify an independent storefront & launcher on PC. Even then, if PS6 is as novel design-wise as it could possibly be (I'm a big believer in PIM architectures for 10th-gen consoles), that could be another factor complicating that whole picture.

Bungie will release their games day one on PC but as I mentioned above, PS Studios doesn't plan to release games on PC day one, at least until April 2026. And if they continue their pattern of releasing a new console every 7 years they'll release PS6 in 2027. So it's fair to assume they won't release their games day one on PC at least during this gen.

Unlike MS, Sony's main business is their console and not Windows. And unlike MS Sony has a super successful and profitable business with their console. So for Sony it's ok to release on PC late ports to get extra revenue, but to day it on launch day could damage their whole gaming business because their console exclusives are the main selling point of their console.

1st party games are a very small portion of teir gamin business, they make the most money from 3rd party games sold for their console/store. To lose all the business coming from their console and its hardware, accesories, services and games just to get a few sales more of their 1st party games would be dumb. They have to make sure they don't release all their games on PC and that there is enough distance between their console and PC release to make sure it doesn't affect their business in console.

I think they also should make a PC PSN store to make sure they don't pay their 30% (or whatever revenue share) to Steam or Epic, and also to sell there 3rd party games. It should also be a client players enjoy using: having there the client for their cloud gaming and the same trophies and chat system than in PS, making it crosplay and crosschat, seamless. In fact I think they won't do it but it would be awesome to be crossbuy: you buy a game once and can play it both in PS and PC.

Yeah, now that you bring it up I didn't think much about the mobile side in this, but that could be an avenue for the older. dormant, more niche IPs to come back through. Mobile usually gets a bad stink, but I've been looking into Apple Arcade stuff the past few months and it seems like they have some legitimately good games there like Fantasian, Yu Suzuki's game (Air Ballet I think), and that upcoming Frogger game. Just games that don't try roping you in with predatory MTX or squeezing money out of you for the sake of it.

The kind of games that would probably find a good healthy home on one of the consoles, actually. If mobile can give us more games like that, but with some of these classic Sony IP (and not just them; Square-Enix, Capcom, Sega, Konami etc.) that can also have versions available on console digitally and/or through services like PS+, that would be awesome.
I assume that regarding predatory stuff, they mention "remain faithful to the values of PS Studios" whan talking about their mobile strategy. Regarding Apple Arcade, they hired the guy in charge of Apple Arcade to help them with their mobile strategy. Here you have more details about their strategy:

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Previously they mentioned plans to bring PS IPs to mobile. Mixed with "partner ith respected, establised and successful mobile developers" and "strategic partnerships ith boutique teams" and "expand to cross-platform where relevant" sounds as classic IPs being revived for mobile by external teams, and some of them also released on console and maybe even PC.
 
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Bryank75

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Both in the whole gaming industry and in PS the revenue is shifting from physical to digital and from game sales to addons (dlc, IAP, season passes).

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PS Studios doesn't plan to release games on PC day one, at least not before April 2026. Notice in their plans there are PS4+PS5 games but not PS5+PC games. They plan to increase the amount of PC ports released from 2 in the current fiscal year to 7 in the FY2025, but there is a higher increase on console game releases: from 8 in the current fiscal year to 14 in the FY2025. To make more PC ports won't decrease the number of console games: in fact they'll make more than now.

Same goes with GaaS: they'll make more GaaS than now, but this doesn't mean they'll make less non-GaaS games. In fact they'll make more/invest more in non-GaaS than now.

Same happens with new IPs: they'l make more new IPs than now. This doesn't make they'll make less sequels than now: they'll make more sequels than now.

PS Studios will make more of everything: investing more in new areas doesn't mean they'll invest less in current ones. They'll invest more in everything.

unknown.png




Bungie will release their games day one on PC but as I mentioned above, PS Studios doesn't plan to release games on PC day one, at least until April 2026. And if they continue their pattern of releasing a new console every 7 years they'll release PS6 in 2027. So it's fair to assume they won't release their games day one on PC at least during this gen.

Unlike MS, Sony's main business is their console and not Windows. And unlike MS Sony has a super successful and profitable business with their console. So for Sony it's ok to release on PC late ports to get extra revenue, but to day it on launch day could damage their whole gaming business because their console exclusives are the main selling point of their console.

1st party games are a very small portion of teir gamin business, they make the most money from 3rd party games sold for their console/store. To lose all the business coming from their console and its hardware, accesories, services and games just to get a few sales more of their 1st party games would be dumb. They have to make sure they don't release all their games on PC and that there is enough distance between their console and PC release to make sure it doesn't affect their business in console.

I think they also should make a PC PSN store to make sure they don't pay their 30% (or whatever revenue share) to Steam or Epic, and also to sell there 3rd party games. It should also be a client players enjoy using: having there the client for their cloud gaming and the same trophies and chat system than in PS, making it crosplay and crosschat, seamless. In fact I think they won't do it but it would be awesome to be crossbuy: you buy a game once and can play it both in PS and PC.


I assume that regarding predatory stuff, they mention "remain faithful to the values of PS Studios" whan talking about their mobile strategy. Regarding Apple Arcade, they hired the guy in charge of Apple Arcade to help them with their mobile strategy. Here you have more details about their strategy:

image.png


Previously they mentioned plans to bring PS IPs to mobile. Mixed with "partner ith respected, establised and successful mobile developers" and "strategic partnerships ith boutique teams" and "expand to cross-platform where relevant" sounds as classic IPs being revived for mobile by external teams, and some of them also released on console and maybe even PC.

But is it shifting naturally or are they pushing?

Are they moving with the crowd and not making the most of their niche?

There are huge questions..... just mindlessly following trends is not a good business strategy, I think you need a strong vision and understanding of your target customers and from what I have seen Jim and co dont seem to have that.

I could be wrong, I need to see what these GAAS games do different or better than everyone else but I remain skeptical. Highly skeptical.