Snake29
RSI Employee of the Year
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Sony FY22Q4 Earnings Report - 6.3m PS5 sold, 61% YoY growth (~340 HW growth)
- Thread starter reksveks
- Start date
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
I'd really be curious if we are going to get any apologies from the "PSVR2 is dead" crowd from the video game media when Sony announces 1 million units sold this summer? Because yes, if PSVR2 sold say 500,000 units in 5 weeks that's hella good. Especially when you consider they are only selling them direct to consumers like the Steam Deck.
Thanks for the rough ranges info. Have you ever thought about getting a part time job with a major company like IGN? I swear they need more people like you to help them on how to understand financial data. Unless the DS Edge sold like CRAZY, PSVR2 more than likely sold 500,000 units (give or take a few 10k) in the first 5 weeks on sale.
James Sawyer Ford
Member
If they expect lower first party sales even with Spider-Man 2….yeah, safe to say we aren’t getting any other big exclusives before mid 2024 which is disappointing
MasterCornholio
Member
Sanepar
Member
6.3m PS5 sold
I wish MS learn that if they delivery games audience wants they will sell a lot.
Sony is getting results from what starts on ps3 era. High quality sp triple a games that the whole world wants to play.
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
I think it's mainly because last year had GT7 and Horizon 2 by now. Plus a GOW later that year. I can see one more big AAA 1st party game coming out before March 31st next year after Spiderman 2. But that's it.
Stare-Bear
Banned
Only an insane person would spend £70billion and take away any chance to recoup that money by going console exclusive
Unknown?
Member
So anything that can be connected to a TV can be used as a home console?
Wastelander92
Member
All this before Knack 3 is even announced 
Games media doesn't pay well sadly. There is a couple of good people that understands the business but not alot I agree.
Got me looking into the FY first party sales (million units)
FY18 - 54.1
FY19 - 49.2
FY20 - 58.4
FY21 - 43.9
FY22- 43.5
I think it may also be a factor that one or two of the first party games being a free GAAS. I also took the forecast for the ps5 units, average usd price and the total revenue and software in general was flat.
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Thirty7ven
Banned
thicc_girls_are_teh_best
Gold Member
Yeah, gonna have to see about that one. Honestly if I were them I'd save PC for just the live-service games.
thicc_girls_are_teh_best
Gold Member
He's getting decimated in the replies, deservedly so. I did my part
Honestly tho, Bloomberg needs to fire this dude. He has nowhere near the credentials of Jason Schreir, that much is obvious. He's been wrong about PlayStation news multiple times, and obviously spins a negative bias in his PS reporting, when he's supposed to be a journalist and just report the facts.
Get him outta there.
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Thirty7ven
Banned
He's getting decimated in the replies, deservedly so. I did my part
That's what he wants, he's playing a role you see it's his character and how he has carved a spot for him.
PS5 gen is currently tracking to beat PS4 Lifetime profits in just 3 years on the market - which by itself made more profit than the entire history of all Playstation consoles before it, combined.
Not to mention it nearly doubled the previous best Q4 (set by PS4) in terms of revenue. While the one user complaining about 'but but the userbase is not really growing' may actually have something of a point - Sony (and also MS, let's be fair here) have been absolutely knocking it out of the park in terms of increasing engagement & profit per-user - ie. whether they're buying games or giving $ to Sony out of charity - money's clearly being made, and faster than ever before.
So wherever the narrative about 'people aren't spending $/games are too expensive/services suck' is coming from - it's not supported by numbers shared by any of the 3 platform holders.
Viking Warrior
Member
PS5 slim coming in fall 2023, much smaller chassis, cheaper.
Thirty7ven
Banned
user friendly
Member
Supply finally caught up with a backlog of demand. Perfect storm for setting this Q1 record. Amazing and frankly deserved. Bring on the pro/slim/price drop!
Heisenberg007
Gold Journalism
We may still get F2P games. Twisted Metal is the biggest possibility of a live-service F2P game.
We may also get Helldivers 2 and TLOU Online. These two, however, have less chance of being an F2P game.
James Sawyer Ford
Member
He's getting decimated in the replies, deservedly so. I did my part
Honestly tho, Bloomberg needs to fire this dude. He has nowhere near the credentials of Jason Schreir, that much is obvious. He's been wrong about PlayStation news multiple times, and obviously spins a negative bias in his PS reporting, when he's supposed to be a journalist and just report the facts.
Get him outta there.
I wouldn’t be surprised if he was on Microsoft’s AstroTurfer payroll at this point
Viking Warrior
Member
How about a PS5 slim without a disc drive at $349, with drive at $399, launching fall 2023!!!
ShadowkillXNA
Member
If you think that sony isn't gaining new users after selling more systems from jan - mar than any other system in history, I'd love to hear your characterization on xbox series sales.
DaGwaphics
Member
They will be back. Some of my Xbox brothers are just concerned about their figures, crow has a lot of calories. Really have to be sure to get plenty of steps in.
ChorizoPicozo
Member
this is what it takes to compete and be on the bleeding edge of videogame development.
"let the games (and the numbers) do the talking"
GHG
Member
Pedro Motta
Member
More power for the steam roller.
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
MasterCornholio
Member
Before anyone complains Sony will most likely stick to smaller acquisitions. Nothing like ABK for example.
JimRyanGOAT
Member
I didn't pick my username and AV by chance
All hail the GOAT
All hail the GOAT
GHG
Member
Going to sound incredibly selfish here, but I really don't care for live service games.
Does nothing for me and it's not what I have a PS5 for.
The nuance on this in the call transcript is a bit different:
https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_sonyspeech.pdf
They say that expenses associated with acquisitions since FY2022 including Bungie are expected to increase by 20%
So my understanding is that they're talking about management costs relative to new studios already acquired and not about reserving more money to buy new ones.
JimRyanGOAT
Member
- Full game software down ~4% YoY as was the % of it being first party
- Forecast of 7% revenue growth and 8% OI (will get more info later)
- PS Plus users flat, MAU up ~2%
Complete stagnation just PS4 owners upgrading to PS5s so they can continue playing their Free 2 play games like Fornite, Warzone etc.
Varteras
Gold Member
To be honest, I don't think Sony ever considered ABK or EA as options. Not because of some inability to purchase them, but because of what they'd have to do to make that work and still possibly be told no by regulators. Now, SE, on the other hand, I can see them going for that in a defensive move if they feel strong winds.
Possibly, but they've also been making it clear that beefing up first-party and IP creation is a priority. So I wouldn't be surprised. Not to mention, the ABK deal looked like it was going to go through until very recently. I don't think Sony is expecting Microsoft or Tencent to back down. They probably still feel pressure to grow.
MasterCornholio
Member
I honestly don't see SE wanting to be bought by Microsoft. Your right that if Microsoft starts looking at Japan they might talk to Sony to gain protection from them. I've heard that some Japanese firms buy each other to avoid being taken over by a foreign company.
Varteras
Gold Member
I don't think it would necessarily be Microsoft trying to buy SE. More that other entities try to invest in SE that would harm Sony's ability to do business with them. Also, if other big third parties start going away, Sony might still go after SE just to make absolutely sure they go nowhere. That could be a full on acquisition or a huge investment and partnership.
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DeepEnigma
Gold Member
I mean, MLB The Show's driver is live service and there is still the quality single player component. GT7 as well.Fucking live services.
If these are their style, and if they do online games with their cinematic pedigree, they will have their own type of niche others aren't really doing.
JackSparr0w
Banned
I'm happy that Playstation is stagnating and Xbox is dying but the day Nintendo goes bankrupt I'll pop the champagne.
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Captain Toad
Banned
No, because it is obviously not hurting PS sales, at all. These PC sales 12 months after initial release, are just extra sales. On top of that, they are selling old games for full price while the PS versions have dropped to $20 or included with PS+.
DeepEnigma
Gold Member
It consoles die, so will the PC when it comes to AAA games.
MasterCornholio
Member
Sony and SE do have a long history together. I remember when Sony bought shares from SE to stop them from going bankrupt. Nowadays SE is doing really well with PlayStation so I understand why they still want to have a close relationship with them. I really don't see how Microsoft can just buy them with that going on. In some ways it reminds me on how Insomniac refused to be bought but then went with Sony in the end.