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[reksveks]

So no PSVR2 numbers yet, but it helped push peripheral sales from ¥51.7bn to ¥142.9bn over the same period last year. Does that sound right?

Also need to figure how much the dualsense edge and other controllers drove.

'Best case' - 90bn yen equals about 700m is about 1.27m units.

Using the previous quarter - 60bn yen equals 460m is about 0.84m units.

It's all estimates though.

 

[[Sigma]]

Did they release PSVR2 numbers?

You're right, I forgot about that lol.

 

[Max_Po]

It's giving :

I had a Chinese class fellow back in 98/99 in high school. He would purposefully tell incorrect solutions to fellow classmates.

 

[reksveks]

Going to be third party exclusives pushing the console this year.

 

[Topher]

Going to be third party exclusives pushing the console this year.

Guess that means we shouldn't expect any announcements for games being released this year except for Spider-man.

 

[reksveks]

Guess that means we shouldn't expect any announcements for games being released this year except for Spider-man.

Hmm, smaller ones and a couple of the live services games.

GoW, HFW, GT7, TLoU remake. which other big first party am I missing?

 

[fastest finger]

Also need to figure how much the dualsense edge and other controllers drove.

'Best case' - 90bn yen equals about 700m is about 1.27m unitw

Using the previous quarter - 60bn yen equals 460m is about 0.84m units.

It's all estimates though.

Of course.

Even if PSVR2 accounted for only half of that, 400,000 - 600,000 in 5 weeks is way above “analyst’s” claims.

 

[AnotherOne]

 

[Radical_3d]

Man, that -30% yoy really hurts… oops, wrong thread!

Jokes aside I’m guilty of having one myself but it saddens me that you can have a generation like PS4 (zero innovation, double down on the ND formula, closing emblematic studios) and keep on that track with PS5, plus all the shitty moves Jimbo does (moving to PC, etc) and still wins. It’s Nintendo all over again. But then again I bough a Series X and it’s even worse. There’s just no good company now. Or good enough. You just choose a couple shitty unfulfilling companies and bought their systems trying to fish some of the glorious experiences of PS360 generation and earlier.

 

[DenchDeckard]

No software sales numbers or PSVR2.

Hogwarts putting in serious work. no games outside spider - man.

Niche man putting in work this year.

 

[Thirty7ven]

Did they release PSVR2 numbers?

NPD has been harping about this for a while now. Software sales are down and are not growing with the console userbase. I get that the guy has a hard-on for anything Sony negative but it doesnt mean hes wrong.

Selling hardware is great but software is where the money is made. Their entire model revolves around taking a loss on hardware and making money back on software and services. If the consumers are shy about buying new games then it is going to hurt their bottom line eventually. Thats precisely why we make a big deal about poor xbox game sales in UK.

I really believe that Sony and other publishers need to take a look at the $70 price tag and re-adjust. Big games like hogwarts will sell but as we go into the 50 million userbase range, the cheapos are not going to be able to afford every $70 game. This year is fucking packed with games. The last thing you want is for people to start skipping Jedi fallen order because they already bought hogwarts, RE4 and dead space at $70.

PS+ Extra and Gamepass might also have conditioned gamers to wait a year for games to show up on services for free. Id get rid of those services asap and bring game prices back down to $70. 3rd, 4th and 5th year of each gen is the most profitable and unless Sony and Microsoft are waiting for another covid like 7th year, they are going to need to do something about falling software sales.

Hope you realize that the identified solution by analysts like the one quoted are live service games. More recurrent spending, more maus, and more licensed IP btw.

Dropping 10$ on the price of games during an economic recession won’t make people buy non established mediocre games. They will simple save 10$ on the game they wanted to buy.

Investors want PlayStation studios cranking out more big hits like God of War at a consistent clip but until the industry solves the game dev timeline problem, the only solution is more smaller games like Miles Morales. It’s why Sony is spending billions growing the size of its studios and buying new studios. But again, they want live service games. Right now PlayStation is trying to find a balance between their SP games with transmedia capabilities, and the investors thirst for live service games because that’s investors care about.

The price of the game isn’t the real problem because PSN is constantly doing sales. And games do sell well.

 

[mansoor1980]

any tweet from phil spencer congratulating sony?

 

[TheThreadsThatBindUs]

PS5 has reached super saiya-jinn goddu!

Fantastic result.

It's reassuring to see how the wider gaming market rewards competing by delivering what gamers want (i.e. great games) versus delivering anything but that (e.g. endless acquisitions and empty promises).

 

[Poltz]

No software sales numbers or PSVR2.

Hogwarts putting in serious work. no games outside spider - man.

Niche man putting in work this year.

 

[mckmas8808]

on par with Xbox Series.

 

[leo-j]

Why is PS5's demand suddenly become that high? Even surpassing the best season sales against PS2

Gaming is bigger than it’s ever been, that and if you want to play ps4 games u can’t really buy a ps4. Also ps5 is the go to platform for this gen, u can’t really get a series x like that either and they have been pushing huge games like Hogwarts, GT7, god of war, horizon, soon Spiderman it’s the hardcore console to get tbh. They can do 30 million if they have the stock tbh.

 

[Captain Toad]

As huge as PS4 was it's highest was 3.1 million and this was 6.3??

 

[xiskza]

Really disappointed by how little physical sales matter

 

[Coulomb_Barrier]

I would really like to see these live service first party games out of interest. Even Factions I have no fucking clue what it is really.

They gotta show it and others in their next showcase surely.

 

[jroc74]

This is must be really really bad, because apparently being down 30% YOY is good.

Lmao!!

The past few days have been ....something.

 

[Captain Toad]

Really disappointed by how little physical sales matter

All physical game sales for PS6 and NextBox will be 0.

 

[DeepEnigma]

"If you build it, they will come."

 

[Poltz]

Lmao!!

The past few days have been ....something.

So funny.

 

[Gamerguy84]

Now the hardware is in people's hands game sales will follow.

New owners have a huge catalog of hit games to play in PSPLUS but game sales will come.

Those are some crazy numbers.

 

[Captain Toad]

Lmao!!

The past few days have been ....something.

I'm actually shocked at how many posters have just quit coming to GAF altogether. I didn't realize they took this stuff THAT seriously.

 

[mckmas8808]

Absolutely. I predicted 3:1 once the gen was over. I think we'll get there before the gen is over.

There's a greater than 50% chance that we get to 4:1 by the time the next-gen consoles release. I base that on Xbox REALLY slowing down in the console hardware space and ending with 39 million total consoles sold by the year 2025. And with Sony selling 150 million PS5s by the end of the generation.

I don't think people truly remember that Sony had the best Jan-Mar Quarter of any console in video game's history AFTER INCREASING THE PRICE TO $550!!!!! No console has ever come out at a particular launch price and then INCREASED its price after 2 years. Usually, the price at retail goes down after 2 years. Sony literally did the opposite and then had higher sales. What happens when the price of the standard PS5 gets to $399?

 

[Unknown?]

When it's in the dock, it translates the signal just like any other console. There is no difference between a docked Switch and a PS5 in terms of console definitions.

You know darn well that isn't the case and you actively ignored the part about all the Lite sells that are lumped in with their totals.

With that loose of a definition, my phone is a console. There is no difference between the PS5 when I have it hooked up with a USB to HDMI cable and a Bluetooth controller.

 

[DeepEnigma]

I'm actually shocked at how many posters have just quit coming to GAF altogether. I didn't realize they took this stuff THAT seriously.

When you wrap your entire identity around an inanimate object or brand...

 

[Poltz]

The CFO of Sony is not going to announce new games, come on people think.

 

[Cyberpunkd]

Their entire model revolves around taking a loss on hardware and making money back on software and services.

This article is from August 2021:

https://www.theverge.com/2021/8/4/22609150/sony-playstation-5-ps5-loss-profit

At this point Sony is profitable on hardware for many months now. This is no Microsoft.

 

[X-Wing]

Guess that means we shouldn't expect any announcements for games being released this year except for Spider-man.

They released Ragnarok last year. Nothing beats GoW in terms of sales. It's normal they predict a decline.

 

[Heisenberg007]

I'm actually shocked at how many posters have just quit coming to GAF altogether. I didn't realize they took this stuff THAT seriously.

 

[Portugeezer]

How is Jim Ryan able to do this

In Jimbo voice: By producing blockbuster hits, such as the latest Horizon Burning Shores

 

[Thirty7ven]

I'm actually shocked at how many posters have just quit coming to GAF altogether. I didn't realize they took this stuff THAT seriously.

Just licking their wounds in whatever safe space they found online. Building a new narrative, planting seeds of hopium, doing copium treatment therapy, the works.

They will come back.

 

[mckmas8808]

Some graphs between the two companies that have had their earnings call

SW and Services revenue in usd

HW revenue in USD

HW revenue in USD as % of marketshare

Software and Services revenue in US as a % of marketshare

Nintendo doesn't come out for a week

So......is this chart saying that Sony made $5.3 Billion in services and software in the last quarter alone? And made $8 Billion through Playstation overall? In one quarter?

 

[thicc_girls_are_teh_best]

Decrease in Net income.
PS5 is no longer sold a profit. Right?

You know it costs them money to manufacture all these systems, right?

Aside, DAMN GOOD NUMBERS!! They actually beat the forecast they upped on, that a lot of people doubt could be hit.

This is probably the single biggest W week for PlayStation in history.

 

[DenchDeckard]

any mention of where they are at Sell in.

I always thought sony shared sell in but this is now shipped? Didn't spot that at first.

 

[reksveks]

So......is this chart saying that Sony made $5.3 Billion in services and software in the last quarter alone? And made $8 Billion through Playstation overall? In one quarter?

Yep, 8.1bn and 5.3bn.

 

[Mr Moose]

any mention of where they are at Sell in.

I always thought sony shared sell in but this is now shipped? Didn't spot that at first.

What do you think sell in is? Are you talking about sold-through?

PlayStation®5 hardware 8 2.3 3.3 3.9 2.0 11.5 2.4 3.3 7.1 6.3 19.1
8Hardware units are disclosed on a sell-in basis

 

[thicc_girls_are_teh_best]

Why is PS5's demand suddenly become that high? Even surpassing the best season sales against PS2

1: Bigger industry

2: More PS nostalgia today (vs. back during PS2 era)

3: Stronger marketing

4: Just generally more demand

And that's all despite costing more PS2 (even when adjusted for inflation, a PS2 would "only" cost $518 today; granted PS5 is cheaper than that here in US & UK)!

 

[Heisenberg007]

So......is this chart saying that Sony made $5.3 Billion in services and software in the last quarter alone? And made $8 Billion through Playstation overall? In one quarter?

If they keep up this pace, they would have increased their yearly average revenue from $25 billion to $32 billion!

 

[mckmas8808]

So no PSVR2 numbers yet, but it helped push peripheral sales from ¥51.7bn to ¥142.9bn over the same period last year. Does that sound right?

Yeah R reksveks what do you make of this? Is there something that we can take from this to point to the what the PSVR2 sold?

 

[Heisenberg007]

Random thought, but the lines at the end of the chart reminded me of this

 

[HTK]

Sitting here at my 9-5 and got a little break, what do I see in this thread? Excel Sheets, PIE Charts, and Graphs.

 

[TLZ]

any mention of where they are at Sell in.

I always thought sony shared sell in but this is now shipped? Didn't spot that at first.

It really doesn't matter.

 

[reksveks]

Yeah R reksveks what do you make of this? Is there something that we can take from this to point to the what the PSVR2 sold?

Also need to figure how much the dualsense edge and other controllers drove.

'Best case' - 90bn yen equals about 700m is about 1.27m units.

Using the previous quarter - 60bn yen equals 460m is about 0.84m units.

It's all estimates though.

Rough ranges

If they keep up this pace, they would have increased their yearly average revenue from $25 billion to $32 billion!

Their yearly forecast is 30bn but obviously may beat that.

 

[reksveks]

Sitting here at my 9-5 and got a little break, what do I see in this thread? Excel Sheets, PIE Charts, and Graphs.

You're welcome

 

[gow3isben]

Let’s be real Phillip can talk but as a leader Jimbo >>>>>>>>>

 

[Bragr]

You know darn well that isn't the case and you actively ignored the part about all the Lite sells that are lumped in with their totals.

With that loose of a definition, my phone is a console. There is no difference between the PS5 when I have it hooked up with a USB to HDMI cable and a Bluetooth controller.

Know darn well what? if your phone had a dock built to output signals, it could also be used as a home console. This is not a loose definition, this is a common definition since the birth of console gaming.

If you wanna remove the lite numbers, go ahead.

 

[gow3isben]

Now that the activision shit is over time to bust out the showcase and Square Acquisition