I think all of it is vague. What this article represents is someone who is actually investing in Sony trying to judge what is coming in the future. That person has very little information at this point.
The whole console market is shifting. PS management just lost a CEO mid-generation and now has 2 for the first time, they fired head of production Connie Booth, they aren't announcing games, they're putting stuff on PC and Switch, they're losing some of their 2nd party exclusive partners like SQEX, and this guy also noted Rise of the Ronin underperforming. Console growth is slowing down and PS didn't seem to detail any kind of real response to that other than Horizon Lego on Switch or PC releases. If console sales continue to slow down, PS will be more out of position than their competitors, and there's really no current public plans to acknowledge that or prepare for it. Instead they even said "even if PS5 sales are lower it's not a problem because we're making a profit." That's fine now, but pretty much kryptonite to an investor listening to management trying to plan for the future. I'm sure it's not lost on him also that PS is falling further and further behind in Japan compared to Nintendo.
I don't view things from an investment perspective at all, but a consumer one. For me personally, I think it's the worst PS generation of all time and they've lost me as a customer permanently on their hardware, and their subscription. I may still get some of the software, but likely just on PC. I don't pretend to have any kind of market analysis or professional opinion, but if anyone else feels the way I do on any of this stuff, you could see some of that sentiment manifest on PS6 when people are faced with another big purchase but are not satisfied customers. It sounds silly to ever doubt sales of something that's killing it currently, but looking ahead at the future, I don't see any real drivers of growth coming, but lots of indications that things could decrease a tiny bit. I don't see excitement building for the Spider Man games, but we know there's more coming for years. I don't see excitement building for God of War after Ragnarok, but there's likely another one. I don't see excitement for Concord or Fairgames, but it's still early so who knows. I could see all these doing well, but maybe not as well as the games that preceded them. I don't see excitement building for PS+ as a subscription. If I was actually investing my own money into Sony stock, these are all critical questions I'd be asking. But luckily I don't have to worry about any of that and just look at it from the consumer point of view. But I did find a couple of his statements interesting in this article. Made me think about it from an investment perspective, which I don't really do.
I really weighed whether it was worth it to respond to you or not and I really should have trusted my gut on that one.It seems as though you're a bit hysterical.
PS5 is literally ahead of PS4 console sales in Japan.Not really surprising seeing journalists in Japan have a negative view of Playstation. The PS5 is on par with PS4 console sales, but not with Japan. The Japanese have somewhat rejected this generation and have fully embraced Nintendo. Regardless, Playstation are making record profits and will continue to do throughout this generation
The overall growth potential of their business is high, making it a stock worth investing in for the long term. That is why I can't help but feel ambiguity in the management's decision to allow Jim Ryan (former CEO of Sony Interactive Entertainment), who was responsible for the confusion in the game business, to leave amicably. I fear that such vague management strategies may impact the company's business in the future.
If you are being bullied let us know, we're always ready to intervene.I really weighed whether it was worth it to respond to you or not and I really should have trusted my gut on that one.
FTFY. This is GAF.If you are not being bullied let us know, we're always readyto intervene.
I really weighed whether it was worth it to respond to you or not and I really should have trusted my gut on that one.
As always, a guy makes sound points and gaf's response is to act like its the most retarded thing ever said.
Sony's fanbase is more disillusioned than ever with playstation's output this gen. we just went a whole year with just one big first party game. this year, zero. in a generation full of cross gen games, remakes and underwhelming moneyhats like forspoken, deathloop, ghostwire no less. Then there are the studio closures, the cancellations, and layoffs at sonys biggest and brightest studios. In a gen where they are more profitable than ever before.
But yeah, lets act like this is the most retarded, moronic thing ever written.
Sound points? The guy is off his meds.In a hearing with the Sony Group, they expressed the view that "even if PS5 sales are lower than PS4, it's not a problem because we're making a profit." Personally, I was astonished by this response because it suggests the notion that "as long as there's profit, anything goes."
The likely background to this view is that Sony Group's envisioned goal of PS5 surpassing PS4 significantly and overwhelming Xbox is now seen as unattainable.
They had three in 2022, how many times does that happen? If Rise of the Ronin, Stellar Blade aren't big first-party games, then Bloodborne wasn't either in 2015, and you didn't have people complaining about that.Sony's fanbase is more disillusioned than ever with playstation's output this gen. we just went a whole year with just one big first party game. this year, zero.
they are in the console selling business. if they cant sell more consoles with nintendo being a year late with their new console and MS effectively quitting the console business then its a real problem.Sound points? The guy is off his meds.
You're talking about the "half of PSN users are still on PS4" thing? You can't just expect to have all the 120 million PS4 users moving onto the next generation in just 3.5 years. There's literally nothing negative to take out of that metric.but if they cant convince half of cod players to upgrade to ps5 then they are going to eventually run into the same issues ms is running into.
we had plenty of people complaining about sonys first party output last gen but starting from 2016 they turned it around.They had three in 2022, how many times does that happen? If Rise of the Ronin, Stellar Blade aren't big first-party games, then Bloodborne wasn't either in 2015, and you didn't have people complaining about that.
I feel like people are always looking for excuses to dismiss Sony's output these days; God of War Ragnarok and Gran Turismo 7? "They're cross-gen!" Helldivers 2? "It's GAAS!" Rise of the Ronin and Stellar Blade? "They're not made by internal studios!". Astro Bot? "It's not a big game!". Spider-Man 2? "Fuck Insomniac!".
they are in the console selling business. if they cant sell more consoles with nintendo being a year late with their new console and MS effectively quitting the console business then its a real problem.
they are profitable today because they are able to squeeze more out of their existing userbase. but if they cant convince half of cod players to upgrade to ps5 then they are going to eventually run into the same issues ms is running into. MS is also very profitable due to their MAUs and engagement numbers. But if profit is your only metric then their CEO will treat them like any other gaming company and force them to effectively go third party to make even more profit.
As always, a guy makes sound points and gaf's response is to act like its the most retarded thing ever said.
Sony's fanbase is more disillusioned than ever with playstation's output this gen. we just went a whole year with just one big first party game. this year, zero. in a generation full of cross gen games, remakes and underwhelming moneyhats like forspoken, deathloop, ghostwire no less. Then there are the studio closures, the cancellations, and layoffs at sonys biggest and brightest studios. In a gen where they are more profitable than ever before.
But yeah, lets act like this is the most retarded, moronic thing ever written.
As always, a guy makes sound points and gaf's response is to act like its the most retarded thing ever said.
Sony's fanbase is more disillusioned than ever with playstation's output this gen. we just went a whole year with just one big first party game. this year, zero. in a generation full of cross gen games, remakes and underwhelming moneyhats like forspoken, deathloop, ghostwire no less. Then there are the studio closures, the cancellations, and layoffs at sonys biggest and brightest studios. In a gen where they are more profitable than ever before.
But yeah, lets act like this is the most retarded, moronic thing ever written.
I think fans were expecting more games from the major PS Studios this year (SuckerPunch, ND, Bluepoint, Bend, MediaMolecule etc) especially when they only had 1 major release last year (Spiderman 2)I honestly can't understand posts like this. This year we got TLOU2 Remaster, Stellar Blade, Rise of the Ronin, FFVII Rebirth, console exclusive Helldivers 2 (an IP from, Sony). Still coming you have Lego Horizon Adventures, Astrobot, Silent Hill 2 (console exclusive), Until Dawn Remake and Concord.
You are getting at least 3 new IPs, 2 remakes, 1 remaster, 2 sequels. You are getting plenty of previously Xbox-console exclusives on PS5 with more to come. All multiplatform games are coming to PS5 as well.
If you're losing that's on you. I'm having quite a great year so far. There's so much to play, so many different types of games...but sure. Sony didn't give us an overbloated conference with games we have no idea when are releasing so no games are releasing as well lmao.
People really need to wait until the end of a generation before grading it. I remember PS4 having some pretty weak years around the middle of its cycle and the back half being very good. Don't speak too early. All it takes is one or two really good years and nobody even remembers the weaker years.
The whole console market is shifting.
honestly I don’t understand all the complaints about games this gen, people are complaining about ports/remakes yet look at what Nintendo did for the Switch? the Wii U has almost no exclusive games left because they’ve almost all been ported/remade for the Switch… some of what people are most anticipating at the Direct are Metroid Prime 2 HD and ports of Wind Waker HD & Twilight Princess HDThey had three in 2022, how many times does that happen? If Rise of the Ronin, Stellar Blade aren't big first-party games, then Bloodborne wasn't either in 2015, and you didn't have people complaining about that.
I feel like people are always looking for excuses to dismiss Sony's output these days; God of War Ragnarok and Gran Turismo 7? "They're cross-gen!" Helldivers 2? "It's GAAS!" Rise of the Ronin and Stellar Blade? "They're not made by internal studios!". Astro Bot? "It's not a big game!". Spider-Man 2? "Fuck Insomniac!".
And it was, honestly, all drivel.we had plenty of people complaining about sonys first party output last gen but starting from 2016 they turned it around.
Most PlayStation fans? Where? On GAF and the console warring side of Twitter?and yes, most playstation fans dont give a shit about rise of ronin, stellar blade and helldivers 2.
Who is 'we'? I like PlayStation because of its varied output, I'm in for a new TLOU as much as I'm in for games like Stellar Blade or Astro Bot.we like playstation because of big AAA games like god of war, tlou, spidemran and uncharted.
Huh?if sony was delivering those kind of games on a consistent basis like they did with the ps4 2016 onwards you would not be seeing this level of disenchantment in the ps fanbase.
Lol, come on. And don't even pretend that Deathloop, Godfall and Ghostwire Tokyo (good game even, IMO) are in the same level as ROTR and SB, by any single metric.but no we are getting scraps and hand me downs like deathloop, rise of ronin, ghostwire, godfall, and even stellar blade which is only popular because of tits.
GAF bitching about everything does not represent the overall sentiment among PlayStation users.the proof is in the pudding. we are on a message board that is constantly in a state of depression about the lack of true next gen games. thats literally the purpose of sony and ms first party. ms has largely failed to deliver and so has sony. if they had delivered like you said then the board would be overjoyed right now.
Most of GAF doesn't even care about Media Molecule, and Bluepoint is just a support studio.I think fans were expecting more games from the major PS Studios this year (SuckerPunch, ND, Bluepoint, Bend, MediaMolecule etc)
I have bad news for you, most Playstation players last gen didn't buy most Sony exclusives as well like Bloodborne (did that ever cross 8M sold?) or even God of War etc...stuff like COD, GTA, Assassin's Creed, Fifa, etc had a lot more sales than most exclusives and they were yearly games. Does that mean people don't give a shit about Bloodborne because you had multiplatform games selling more on PS4 alone?we had plenty of people complaining about sonys first party output last gen but starting from 2016 they turned it around.
and yes, most playstation fans dont give a shit about rise of ronin, stellar blade and helldivers 2. we like playstation because of big AAA games like god of war, tlou, spidemran and uncharted. if sony was delivering those kind of games on a consistent basis like they did with the ps4 2016 onwards you would not be seeing this level of disenchantment in the ps fanbase. but no we are getting scraps and hand me downs like deathloop, rise of ronin, ghostwire, godfall, and even stellar blade which is only popular because of tits.
the proof is in the pudding. we are on a message board that is constantly in a state of depression about the lack of true next gen games. thats literally the purpose of sony and ms first party. ms has largely failed to deliver and so has sony. if they had delivered like you said then the board would be overjoyed right now.
I actually think the PC releases is profit earner due to the lack of ready projects in their first party studios.PS didn't seem to detail any kind of real response to that other than Horizon Lego on Switch or PC releases
Ask yourself....... Why do people collect funco pops?
I hope you can get to the answer in short order and fully understand that answer.
Sony coming out and saying don't expect any first party releases until 2025 is probably something they was holding off on and didn't want to announce (and I don't think anyone has done that before)
Lol no, they get them because they fund and publish them. They've been getting them since fucking 1994.3rd Party & Collaborative Projects are great.
But they get them because they are leading current gen.
I now understand everything, it's all nostalgia-driven, because this was absolutely not the case. Most of their output in that generation came from externally-developed projects; Resistance: Fall of Man, Ratchet & Clank Future: Tools of Destruction, Demon's Souls, Infamous, LittleBigPlanet, etc.If they wasn't they would have to rely on their First Party Studios like they did during the PS3 era.
And what would it look like then.
I'll go on to add that if I'm Sony, I'm not taking an extra 100 dollar loss on console units before the release of GTA6 which is going to be exclusive to consoles at first and will drive the sale of millions if not tens of millions of consoles that will be discounted by 100 dollars a pop for no reason.
Between now and the end of FY25, Sony could easily sell between 30-40 million units.
Let's say that Sony is still losing about 50 dollars per console sold. The current loss per device is going to be at most 2 billion dollars.
Discount the PS5 by a hundred dollars and that extends the loss to six billion dollars.
It would be much easier to let the sales demand evaporate AFTER GTA6 and spend that 4 billion dollars (delta) on something tangible. In fact it makes even more sense to release a PS5 Pro which maybe they MAKE 50 dollars a pop on and may represent 25% of sales.
Think about that, you reduce the consoles you were already selling at a loss to 22.5 million to 30 million, which means that your loss is now at most 1.5 billion BUT you're now selling maybe 10 million units at 50 dollars profit, which results in a profit of 500 million, which offsets your initial losses on hardware to just 1 billion.
1 billion dollars compared to 6 billion, only to end up with largely the same user base... That's a 5 billion dollar delta simply by holding off on hardware discounting for another 18 months or so.
With that 5 billion dollars that Sony would have eaten into their own profits, Sony could easily buy a company like FromSoftware/Kadokawa, which will net even more net income for them, not just on PlayStation, but on PC as well. Having FromSoftware be exclusive would also drive higher PS5 and PS6 sales.
Sony is more focused on market share than unit sales. They may discount the PS5 or do bundles, but they don't have to outright cut the price before GTA6 comes out. If they're smart, they're waiting until GTA6 sales really drop off before cutting the price of the PS5. So I wouldn't drop the price of the PS5 until FY26 at the earliest, but for all they know GTA6 pushes PS5 sales so hard that they keep the price the same in FY26 as well.
You look at people buying GTA6 which isn't going to be on the Switch 2 and their only option is buying a PS5 or an Xbox and most will look at the PS6 which is likely to be a higher margin device for Sony.
How this guy doesn't understand that suggests he's a pretty shit analyst.
Playstation Studiosbecause they literally have 5 (confirmed) first-party games releasing in FY 2024 thus far.
Just released 90+ MC The Final ShapeBungie
Just released highly-charted GoT Port and we know about TLoU 2 port thanks to EGS leakNixxes Software
Just released MLB The ShowSan Diego Studio
XDEV Group - Stellar Blade, Until DawnPlaystation Studios
They have 5 games releasing this year
Put the game next to the studio
Here I'll help
Team Asobi - Astro Bot
Bend Studio
Bungie
Firesprite
Firewalk Studios - Concord
Nixxes Software
Guerrilla Games
Haven Studios
Housemarque
Insomniac Games
Media Molecule
Valkyrie Entertainment
Naughty Dog
San Diego Studio
Santa Monica Studio
Sucker Punch Productions
Bluepoint Games
Polyphony Digital
This may be the best explanation that I've seen on why Sony isn't cutting the price of the PS5. Never thought about GTA6 and how that plays into the equation. But you're right.
Just released 90+ MC The Final Shape
Just released highly-charted GoT Port and we know about TLoU 2 port thanks to EGS leak
Just released MLB The Show
I dunno, I think Sony is doing more than alright.
major? no?
Sony's statement was about major series sequels, such as God of War and Gran Turismo, because they literally have 5 (confirmed) first-party games releasing in FY 2024 thus far.
Really they seem to have lost of lot them during the PS3 eraeLol no, they get them because they fund and publish them. They've been getting them since fucking 1994.
It's just a reference, PS4 was the sameI now understand everything, it's all nostalgia-driven, because this was absolutely not the case. Most of their output in that generation came from externally-developed projects; Resistance: Fall of Man, Ratchet & Clank Future: Tools of Destruction, Demon's Souls, Infamous, LittleBigPlanet, etc.
And their efforts do not reflect that? Plenty of people are/were excited for Astro Bot and Stellar Blade.major? no?
But titles to entice people to buy a PS5 and excite the Userbase...yes
That should be the goal of every first party title.
Huh? Insomniac, From Software, Media Molecule and Sucker Punch before they got acquired, etc.Really they seem to have lost of lot them during the PS3 erae
And PS5 is too.It's just a reference, PS4 was the same
Bluepoint is more than just a support studio, they make games. They created SOTC remake and Demons Souls by around 2 years. They could of easily had another game ready by now.Most of GAF doesn't even care about Media Molecule, and Bluepoint is just a support studio.
I now understand everything, it's all nostalgia-driven, because this was absolutely not the case. Most of their output in that generation came from externally-developed projects; Resistance: Fall of Man, Ratchet & Clank Future: Tools of Destruction, Demon's Souls, Infamous, LittleBigPlanet, etc.
Bluepoint is more than just a support studio, they make games. They created SOTC remake and Demons Souls by around 2 years. They could of easily had another game ready by now.
Whether they care or not, I expected a game from them after 4 years. Or at least see what will come within 6 years of there last release
You already know that I see Astro Bot as the only true Playstation Studio title thereAnd their efforts do not reflect that? Plenty of people are/were excited for Astro Bot and Stellar Blade.
I'm talking Exclusive 3rd Party titles which Sony has more of now then they did during that era.Huh? Insomniac, From Software, Media Molecule and Sucker Punch before they got acquired, etc.
It's really notAnd PS5 is too.
As always, a guy makes sound points and gaf's response is to act like its the most retarded thing ever said.
Sony's fanbase is more disillusioned than ever with playstation's output this gen. we just went a whole year with just one big first party game. this year, zero. in a generation full of cross gen games, remakes and underwhelming moneyhats like forspoken, deathloop, ghostwire no less. Then there are the studio closures, the cancellations, and layoffs at sonys biggest and brightest studios. In a gen where they are more profitable than ever before.
But yeah, lets act like this is the most retarded, moronic thing ever written.
They're a support studio, confirmed by SIE itself. SOTC and DS remakes were mainly developed by Japan Studio Product/Internal Development Department.Bluepoint is more than just a support studio, they make games. They created SOTC remake and Demons Souls by around 2 years. They could of easily had another game ready by now.
Whether they care or not, I expected a game from them after 4 years. Or at least see what will come within 6 years of there last release
In the same way ROTR and SB are XDEV games.Insomniac and Suckerpunch had already released alot of Playstation titles by then, so thats why people get confused and think of them as 1st party studios.
Not saying its correct but theres alot more associated with those studios then a new studio making a game for you. Demons Souls is also a Japan studios game too.
Hmm, what you see does not change anything...You already know that I see Astro Bot as the only true Playstation Studio title there
So why bother
What is literally the difference with Rise of the Ronin and Stellar Blade?I'm talking Exclusive 3rd Party titles which Sony has more of now then they did during that era.
You're getting my comment mixed up.
From Software was in collaboration with Japan Studios
You will not be if you're aware of how Sony has always operated, and the fact that you can't live with only in-house output.I'm just saying they hit a wall somewhere and as time goes on maybe we should be a little, just a little concerned.
Not panicking, just eyebrow raising.
You get me?