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[Mr Moose]

For comparison, calendar year sales so far (Jan to Sep).

PS5: 10.70 million (4.50 + 2.40 + 3.80)
NSW: 6.84 million (1.96 + 2.10 + 2.62)
XBS: 2.80 million (0.80 + 0.80 + 1.20) Est.

Now I see why pasterpl is mad.

That Takashi guy just...complimented Playstation? Holy shit. He really had nothing this quarter did he?

Why? MS games will be coming to PS5 as well.

He's joking. E3 is dead.

 

[HeWhoWalks]

Why? MS games will be coming to PS5 as well.

Y’all are missing the joke, peeps!

 

[Mr.Phoenix]

It does seem that they may actually be making good profit from hardware now?

So if sales slow down they may cut the price....Just wishful thinking.

I lost all hope of them cutting the price this year when I saw the $700 PS5pro price.

They fully intend on riding it out. We may see soft promotional cuts to $400 and $450 for the base digital and disc SKUs respectively, but outside that I see nothing else happening.

There will be price drops for everything (including the Pro) next year, though, on the backs of GTA6 and Wolverine.

For comparison, calendar year sales so far (Jan to Sep).

PS5: 10.70 million (4.50 + 2.40 + 3.80)
NSW: 6.84 million (1.96 + 2.10 + 2.62)
XBS: 2.80 million (0.80 + 0.80 + 1.20) Est.

So why do some think they won't hit that 18M FY2024 target?

All they have to do is sell around 5M in Q3 and like 2.3M in Q4.

What I am finding interesting is the possibility that their shipment projections for FY2025 could be higher than 2024... gotta be the first time that happened in a console gen.

 

[Mr.Phoenix]

Oppps DP.... forgive me!!!!

 

[coachmcguirk91]

Whoever thought otherwise, is a moron.

Concord's failure is but a bump in the road.

People don't seem to realize that 1st party sales are a small portion of Playstation's revenue. They generate much more from 3rd party sales, Microtransactions, and services than they do 1st party games.

And however much Concord lost, Helldivers 2 has easily been able to cover those costs for this year

 

[Tiago Rodrigues]

They'll definitely be well over 70+ million after the holiday season

As i mentioned a while ago, by the time GTAVI releases the PS5 will be at 80M. That's close to the PS3 and Xbox 360 overall sales and the PS5 by that time will be far from over (especially since the biggest game every is releasing around that time) + all their studios will be releasing games left and right as well.

People can say the PS5 has yet to catch the PS4 sales, but i really think Sony will not kill the PS5 as fast as it did the PS4 and with game development taking much longer plenty 1st party studios will be releasing games for the PS5 at a later time as well. (Naughty Dog, Sony Santa Monica's new IP, Insomniac still has at least 1 game besides Wolverine, Sony Bend's new IP, Bluepoint is working on 2 projects since before the gen even started, Housemarque's new game, Media Molecule, Gran Turismo 8 is also a possibility, etc)

 

[Hookshot]

Astro bot was bundled with all PS5’s and yet 64.1 million people shunned the next one. That’s not a good return no matter how many fanboys claim otherwise.

 

[pasterpl]

This post gave me a headache. The Pro released mid-way this quarter. Why would that reflect on the June / September period?

Not being able to read by some posters here gives me headaches. I said clearly that the hardware profit increase change is part of the full year forcast. Learn to read with understanding. That’s what I mean by blue tinted glasses. You are 2nd poster pointing this out that obviously cannot understand what they are reading.

PS5 being down only 16% is amazing

That’s some nice spin, especially shareholders will be happy with that. You forgot that GOTY Astrobot released This window. Also wukong that push software sales quite a lot. But it seems that it wasn’t enough to push hardware sales. I comes down to Sony actually having 2 system selling IPs.

And Astrobot is bad news? they literally say 37% of the people that bought the game didn't buy another 1st party game over the past 2 years. That means they figured out a market for these games. That's fucking amazing for these games and they will probably encourage them more.

Sales mean nothing for GOTY nominations and wins. God of War won against Red Dead Redemption 2 and The Last of Us won against GTAV.

You sure didn't read this with blue tainted glasses but did that with green tainted ones.

PS5 shipped more units this quarter than Xbox the entire year. How's that for an actual fact?

So 500k of 1.5m that bought Astrobot have not bought any other Sony first party in the last 2 years, it is great that Sony is tapping into this 0.8% of their userbase to start to buy their first party. Great news. Re. GOTY there are many more higher rated (better) games, with much higher sales that deserve that award this year. Also in a game is chosen game of the year, it should be something that the whole market believes is above other games and only 2.5% of ps5 owners.

 

[coachmcguirk91]

As i mentioned a while ago, by the time GTAVI releases the PS5 will be at 80M. That's close to the PS3 and Xbox 360 overall sales and the PS5 by that time will be far from over (especially since the biggest game every is releasing around that time) + all their studios will be releasing games left and right as well.

People can say the PS5 has yet to catch the PS4 sales, but i really think Sony will not kill the PS5 as fast as it did the PS4 and with game development taking much longer plenty 1st party studios will be releasing games for the PS5 at a later time as well. (Naughty Dog, Sony Santa Monica's new IP, Insomniac still has at least 1 game besides Wolverine, Sony Bend's new IP, Bluepoint is working on 2 projects since before the gen even started, Housemarque's new game, Media Molecule, Gran Turismo 8 is also a possibility, etc)

The PS5 generation will easily be viable until the early 2030's. Especially when you consider that both Microsoft and Sony plan on releasing handhelds in the next few years, as well as the general demand in the handheld market by 3rd party distributors. I truly feel like we reached a technological bottleneck in the industry. It is probably needed to keep the industry healthy, but still

I would be surprised if the PS5 doesnt outsell the PS4 just based on its longer lifespan

 

[LordOcidax]

1.5 Million for Astrobot is considered a success? That’s Metroid territory of sales, and is considered a fail for Nintendo from some people here…Other than that, Hardware sales looks healthy, the adjustment from 25M down to 18M was the right call from Sony, they are on target.

 

[Synastry]

Nothing like watching someone get triggered by a platforms success.

Great results for Sony and the PS brand.

Can wait to see what all there studios have cooking for next year.

 

[Elios83]

 

[HeWhoWalks]

1.5 Million for Astrobot is considered a success? That’s Metroid territory of sales, and is considered a fail for Nintendo from some people here…Other than that, Hardware sales looks healthy, the adjustment from 25M down to 18M was the right call from Sony, they are on target.

Um, Metroid is a decades old franchise. Not even close to the same thing.

Plus, “ by people here” is what your problem is. GAF is a bubble and doesn’t represent the expectations of a company.

 

[DenchDeckard]

Sony and especially Playstation division are healthier than ever. Its just when you keep winning and curbstomb competition for 30 years, you create a subset of devoted enemies that make a mountain out of molehill.

Sony is always winning baby, and we are eating good with best lineup this year and just released PS5Pro (The world's most powerful console)

I think you are partially joking...but your shill levels are scary.

 

[Tiago Rodrigues]

I think you are partially joking...but your shill levels are scary.

I mean...he didn't lie about Playstation being healthier than ever. Being healthier doesn't necessarily mean "releasing more games and selling more consoles than ever" It just means it has more active users than ever and is printing more money than ever, PS Plus is giving them more money, each console sold as well...which is all literally true.

This is a quarter analysis topic. Hardware unit sales isn't everything we have to analyse. There's a lot more to it.

 

[Woopah]

So why do some think they won't hit that 18M FY2024 target?

All they have to do is sell around 5M in Q3 and like 2.3M in Q4.

What I am finding interesting is the possibility that their shipment projections for FY2025 could be higher than 2024... gotta be the first time that happened in a console gen.

This fiscal year doesn't include the 4.5 million from Jan to March 2024. So to hit their target they would need to sell 11.8 million from October 2024 to March 2015. It's not easy but very possible.

What I am finding interesting is the possibility that their shipment projections for FY2025 could be higher than 2024... gotta be the first time that happened in a console gen.

Wouldn't be the first time, but I don't think they will forecast an increase in hardware sales next fiscal year.

 

[Angry_Megalodon]

1.5 Million for Astrobot is considered a success? That’s Metroid territory of sales, and is considered a fail for Nintendo from some people here…Other than that, Hardware sales looks healthy, the adjustment from 25M down to 18M was the right call from Sony, they are on target.

What's the budget of a mainline Metroid versus Astrobot's budget?

Astrobot is a AA game at best, 1,5M is GREAT for a niche genre on Playstation.

 

[LordOcidax]

What's the budget of a mainline Metroid versus Astrobot's budget?

Astrobot is a AA game at best, 1,5M is GREAT for a niche genre on Playstation.

The budget for Metroid dread (Considered the Indie Metroid) was lower than Astrobot budget, thats for sure. I am really sure that the budget for the prime trilogy was lower too. Actually i think that the budget for Luigis Mansion 3 was lower too…

 

[Woopah]

The budget for Metroid dread (Considered the Indie Metroid) was lower than Astrobot budget, thats for sure. I am really sure that the budget for the prime trilogy was lower too. Actually i think that the budget for Luigis Mansion 3 was lower too…

What are you basing this information on?

 

[Astray]

People bending over to try to paint Astrobot as a failure when its sell-out numbers to customers (1.5m in 9 weeks) managed to do almost Sonic Frontiers sell-in numbers (3.4m in 6 months) with no holiday season and no discounts (yet).

Sonic Frontiers is not only featuring a decades-old big IP, it also released on all platforms and cross-gen, Astro Bot is a much smaller IP that launched on one console only.

Astro Bot is actually a runaway success and will likely become mainstream in a few years.

 

[onQ123]

What? It shows exactly the contrary for first-party sales:

So now instead of saying they sell less first-party games they say they sell too much non-first party sales! They sell more third party games, not first parties! Their plan is a failure and for some time now. Hulst strategy is not working. By the way In 2019 before Ryan they were doing record first-party sales.

And considering how many billions they are pouring into their first party games it's even more disastrous. If I was a shareholder I would ask questions. What's working is they sell a lot of PS5 and those people are buying stuff on their Playstation Store. But their strategy goes against this, they want people on PC and they want them to buy their games there, well it's not working at all.

Profits increased due to better console profitability, third party games and PS Plus.

First party didnt help. In fact, in the FY fcst section, a drawback of OI is decrease first party game sales.

Are you guys playing slow?

Spider-Man 2 came out last October of course they don't expect the 1st party games from this year to sell better than Spider-Man 2.

 

[Horseganador]

-3.8 million consoles sold, 65.5 million as of September 30.
-77.7 million games, 10 million more than a year ago.
-116 million unique PSN users, 9 million more than a year ago.
The numbers are great, there is little where the haters can get something negative.

 

[Felessan]

It's not even mentioned in supplementary, so people are way overblowing both the budget and it's effect on the business.

They actually wrote down about 370 mil $ on long-term assets (including content assets) in GN&S, probably related to Concord and other closed gaas. Still didn't affect them much.

Concord's development costs have already been realized in real time.

Dev costs should go against content asset. It's not right to show 200 mil loss on project just prior to its launch.

 

[Luminoth-4545]

74M shipped by December 31st.

So 8.5m for Q3, this would be a year on year increase when decreases are the current trend. It's possible but would need the PS5 Pro to work some magic.

 

[Ronin_7]

So 8.5m for Q3, this would be a year on year increase when decreases are the current trend. It's possible but would need the PS5 Pro to work some magic.

It doesn't because last year they weren't agressive and this year you'll see huge holiday promotions.

The first starts November 22nd.

 

[Elios83]

Market is reacting really positively to the strong results:

 

[Elios83]

It doesn't because last year they weren't agressive and this year you'll see huge holiday promotions.

The first starts November 22nd.

The black Friday deal seems to be 75$/€ off on different bundles, it will last for two weeks only.
It's not clear if they will do another round of promotions around Christmas.

It's better than last year in pure pricing although they don't have a new game as strong as Spiderman2.
The Pro should help with a 1.5-2m alone.
A 8m quarter isn't unrealistic but it's far from guaranteed.

 

[ExtendEmbraceExtinguish]

Damn. Sony must be selling like crazy to make up for the 1.4 Billion Dollar Loss due to the enormous development budget of the basic pvp MP shooter that is Concord that Colin Moriarty keeps telling us all about

Men_in_Boxes

This x a million. Hence the need for a massive gaas title like Fortnite. Aaa has no meaning if they can get a major hit ( billion dollar franchise). Current AAA is to feed core gamers and members of its ecosystem fed.

Sony needs software but releasing in an era with multiple ecosystems is going to be a challenge.

 

[Men_in_Boxes]

Damn. Sony must be selling like crazy to make up for the 1.4 Billion Dollar Loss due to the enormous development budget of the basic pvp MP shooter that is Concord that Colin Moriarty keeps telling us all about

Men_in_Boxes

I actually talked to someone high up at PlayStation and they told me everyone started mowing lawns and selling lemonade to make up for the losses. I'm not a journalist.

 

[ExtendEmbraceExtinguish]

Why? MS games will be coming to PS5 as well.

Exactly. Msft becoming a gaming software juggernaut with Sony as a hardware king is the best possible way. Not for the future but for now it is a good thing.

 

[onQ123]

For comparison, calendar year sales so far (Jan to Sep).

PS5: 10.70 million (4.50 + 2.40 + 3.80)
NSW: 6.84 million (1.96 + 2.10 + 2.62)
XBS: 2.80 million (0.80 + 0.80 + 1.20) Est.

Xbox console sales are coming to a slow crawl with no signs of an uptake in sight with only a hope that GTAVI will lift everything.

 

[noob smokes]

Helldivers did the damn thing for sony im surprised sony aint scooped them up yet

 

[chokotoureiki]

Nothing like watching someone get triggered by a platforms success.

Great results for Sony and the PS brand.

Can wait to see what all there studios have cooking for next year.

 

[chokotoureiki]

People bending over to try to paint Astrobot as a failure when its sell-out numbers to customers (1.5m in 9 weeks) managed to do almost Sonic Frontiers sell-in numbers (3.4m in 6 months) with no holiday season and no discounts (yet).

Sonic Frontiers is not only featuring a decades-old big IP, it also released on all platforms and cross-gen, Astro Bot is a much smaller IP that launched on one console only.

Astro Bot is actually a runaway success and will likely become mainstream in a few years.

1.5 mil in 9 weeks, that's actually better than Uncharted 1, which sold 1 mil in 10 weeks.

 

[thicc_girls_are_teh_best]

Worth noting that the game division is very healthy in general, so people who were lamenting the death of Hulst because Concord should take a cold shower of reality

Well then that also kills the arguments that they sold the DS IP to Kojima to make up for Concord. Or that they're bringing SM2 to Steam only 15 months after initial release to make up for Concord. Or that they had to raise PS5 MSRP to make up for Concord. Or that for some reason PS5 Pro can't use PS5's face plates to make up for Concord.

Basically, people have to stop blaming SIE's profit-driven milking decisions on Concord's failure, because that apparently had zero effect.

All that said...I'm happy that Astro Bot is doing well so far, even if SIE bungled physical supply for Japan. Too bad they'll likely have little else in the way for 1P AA titles for a long while.

 

[Muddy]

Just waiting for that takashi spin article.

He has already spun it.

Claiming it is all cause of Wukong and not Sony.

 

[mayham2199]

For comparison, calendar year sales so far (Jan to Sep).

PS5: 10.70 million (4.50 + 2.40 + 3.80)
NSW: 6.84 million (1.96 + 2.10 + 2.62)
XBS: 2.80 million (0.80 + 0.80 + 1.20) Est.

Man this is actually insane to see Xbox so low. I knew sales were bad but I just didn't think they were this bad.

 

[ElCasual]

Worth noting that the game division is very healthy in general, so people who were lamenting the death of Hulst because Concord should take a cold shower of reality

You can put a monkey in the place of Hulst and the results will be the same. Those numbers are the prof. Even with Hulst-Ryan era, the hardware sells well.

 

[chokotoureiki]

Um, Metroid is a decades old franchise. Not even close to the same thing.

Plus, “ by people here” is what your problem is. GAF is a bubble and doesn’t represent the expectations of a company.

Not sure why Nintendo fans are so obsessed with dick measuring contests. Always comparing Sony to Nintendo. Like, are y'all really that insecure?

 

[yogaflame]

Congratulations to Sony. They may had made some bad decisions (Concord) but there are still allot of success especially growth in games sales and still a big sales in console. And exclusive games maybe light this year but still we saw great games and exclusives like Stellar blade, Astrobot, Rise of Ronin, FF7 rebirth and Helldivers 2. Ps5 pro will add more choices for PS fans so expect more console sales in the near future. But I still hope that the main leadership even in Sony PS USA will be back to Japan. And end to SBI influence especially twisted DEI and twisted woke agenda.

 

[Tiago Rodrigues]

You can put a monkey in the place of Hulst and the results will be the same. Those numbers are the prof. Even with Hulst-Ryan era, the hardware sells well.

That operating income increase is huge. Going from less than 48 to 138?

That's a nice monkey i'll tell you that.

For how long can people attribute these numbers and the huge increase that playstation is having this generation to "luck" or "brand recognition"?

PS was also quite huge until PS3 released. Seems like they know what they are doing now.

 

[Felessan]

He has already spun it.
Claiming it is all cause of Wukong and not Sony.

I thought Wukong (it's not even published by Sony) was selling only on PC At least pcmr guys like to tell so.

 

[Astray]

1.5 mil in 9 weeks, that's actually better than Uncharted 1, which sold 1 mil in 10 weeks.

Pure insanity to suggest that selling a million and a half to consumers (not stores) is a failure.

 

[chokotoureiki]

Sony makes $2.2 billion, meanwhile Nintendo's profit plunges 69%.

 

[thicc_girls_are_teh_best]

For comparison, calendar year sales so far (Jan to Sep).

PS5: 10.70 million (4.50 + 2.40 + 3.80)
NSW: 6.84 million (1.96 + 2.10 + 2.62)
XBS: 2.80 million (0.80 + 0.80 + 1.20) Est.

Jeeesuz Xbox....

For reference, in its fourth calendar year, OG Xbox did 4.1 million in unit sales.

Xbox Series is in jeopardy of falling BELOW that this calendar year, launch-aligned.

People bending over to try to paint Astrobot as a failure when its sell-out numbers to customers (1.5m in 9 weeks) managed to do almost Sonic Frontiers sell-in numbers (3.4m in 6 months) with no holiday season and no discounts (yet).

Sonic Frontiers is not only featuring a decades-old big IP, it also released on all platforms and cross-gen, Astro Bot is a much smaller IP that launched on one console only.

Astro Bot is actually a runaway success and will likely become mainstream in a few years.

Yeah; I honestly don't care about the other information (my enthusiasm for PlayStation as a platform going forward is extremely low), but I am genuinely glad to see Astro Bot is doing well. I'd suspect its budget is likely in the $50-$70 million range, considering the size of Team Asobi & the amount of time it was in development for.

Considering the market for 3D platformers hitting wider success rates is practically nonexistent unless you're Mario or Sonic, 1.5 million in 2 months for what's basically a new IP to most people is great. Only the disingenuous or ill-informed anti-exclusivity hawkers will try spinning it into a failure, mainly because they want the game on their platform of choice.

Sony makes $2.2 billion, meanwhile Nintendo's profit plunges 69%.

Switch is nearing its 8th year on the market, with no massive software releases past FY (dunno if Jamboree counted towards last FY or not; even if it did, wouldn't have been enough to offset), and no major 3P releases i.e Hogwarts Legacy. Also Switch production winding down, so less hardware to sell.

Being down 69% is of minor concern considering the circumstances, and that what they're coming down from was a massive number anyway. Would not be surprised if their profits are still within 75%-80% of SIE's despite being down 69% YoY for the quarter.

What's interesting is the statistic of AstroBot selling to 37% new users that have not played a Sony first party game in the last two years.

This has to be encouraging to Sony, because it suggests there's a new audience of gamer that likes what they see with AstroBot but otherwise may not be a big fan of their other first party games. Just a different type of gamer that may like Nintendo content, for instance.

Hopefully this highlights to Sony that YES, it IS a good idea to go after the "AA" space that diversifies your lineup and that these smaller scale projects are a good idea to pursue even if they don't sell gangbusters like their AAA titles. Collectively it adds up to more new users and they are still individually profitable due to less budgets allocated to them.

Which is probably why we won't see much else like Astro Bot until near the end of the generation, most likely.

SIE seem to have an aversion towards doing internal AA titles. I'd even like to still hold out hope those rumors of them working with SEGA and Bandai-Namco to make new AA games based on legacy IP like Wipeout end up true, but I just can't bring myself to place any serious stock into them anymore.

 

[XXL]

 

[Killjoy-NL]

Pure insanity to suggest that selling a million and a half to consumers (not stores) is a failure.

It does depend on whether your expecations were 1M or 10M.

1.5M is decent for a game like Astro Bot.

 

[Heisenberg007]

Whoever thought otherwise, is a moron.

Concord's failure is but a bump in the road.

Also, it's not like people didn't expect it.

Even if we go back to the threads where Sony announced "10 live service games in production", 90% of the folks were expecting at least 5 of them to fail. The general consensus was that they only 2-3 superhits to make this whole project successful.

They already got a superhit in Helldivers 2, the very first GaaS game they released lol.

Then Concord released. And instead of chalking it up to 1 of those 7-8 inevitable failures, folks started predicting doom to the entire gaming division lol.

 

[chokotoureiki]

Being down 69% is of minor concern considering the circumstances, and that what they're coming down from was a massive number anyway. Would not be surprised if their profits are still within 75%-80% of SIE's despite being down 69% YoY for the quarter.

Not even close. $176 mil profit for the quarter is pathetically low. Last quarter was $715 mil, which still pales in comparison to what Sony's been making per quarter.

 

[DeepEnigma]

This game is going to be off the chain.