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[Luminoth-4545]

You mean Switch's 28.82.

I meant traditional home console that can only be played on a Television. I categorize Switch as a hybrid.

 

[Mr.Phoenix]

3:1 feels too high.

at the current pace, ps5 will be at 90m by the time XS is at 35m

 

[Heisenberg007]

But this time will be different! Claimed the expert analyst.

You know, they were actually correct in a way. Xbox series S will sell less than the Xbox One, which was a disaster for MS.

But the competition will be much tougher this time

 

[Mr Moose]

You can ignore me but you can't ignore Sony's report.

Sony sold at a loss (digital version) or break even ($499 version) a few million of PS5s, yay!

Not really their user-base is not growing, software is down and revenue is up a tiny amount barely outperforming the Xbox brand who had a 30% hardware decline and a year with no AAA first party releases.

We found Takashi's GAF account.

 

[reksveks]

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

 

[[Sigma]]

Looks like it's transparency day. Great numbers overall even tho their was no new releases. Still selling a decent amount of 1st party games off the strength of previous releases.

You can ignore me but you can't ignore Sony's report.

Sony sold at a loss (digital version) or break even ($499 version) a few million of PS5s, yay!

Not really their user-base is not growing, software is down and revenue is up a tiny amount barely outperforming the Xbox brand who had a 30% hardware decline and a year with no AAA first party releases.

 

[lh032]

Microsoft is going to present all of these to the CMA and FTC FFFFFFFFFFFFFFFF becareful JIM!!!!

 

[Bragr]

I meant traditional home console that can only be played on a Television. I categorize Switch as a hybrid.

I mean sure, it's a hybrid, but it's still a home console, you can't ignore the Switch because you want PS5 to be the best seller. That's going too far.

 

[LiquidMetal14]

Looks like it's transparency day. Great numbers overall even tho their was no new releases. Still selling a decent amount of 1st party games off the strength of previous releases.

Relax and have some LGTBBQ Chicken.

 

[jroc74]

HW revenue in USD as % of marketshare

Software and Services revenue in US as a % of marketshare

I know its not intentional...but this looks like art.

Or a Rorschach test.

 

[PropellerEar]

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

SW and Services revenue in usd

MSFT truly likes to be creative with their xbox numbers.

 

[Thick Thighs Save Lives]

So from what I'm gathering here SIE's profit since PS5 launch has almost reached SIE's profit for the whole PS4 console generation. Seems Jimbo really knows what he's doing, but people like to hate on him because he doesn't really do sweet talking like other execs. Shame!

 

[Eotheod]

You joke but not listening to outside influences and doing what is right for business is required for any successful business in this day and age.

It's important to learn how to filter out the noise, and with the Internet social media etc there's a lot of noise out there these days. Everyone has an opinion, not all of those are valid, correct or qualified. Stay the course and do what you know is right.

You know these companies don't actually listen to social media like you think they do, right? Jim Ryan and Co. or Phil Spencer and the likes aren't sitting on NeoGaf or Reddit or whatever and taking notes from armchair analysts, because that's absurd thinking. They've literally got think tanks for this shit, analysts and financial advisors alongside content developers, bosses of studios etc all having meetings to determine path forward.

 

[Felessan]

Complete stagnation just PS4 owners upgrading to PS5s so they can continue playing their Free 2 play games like Fornite, Warzone etc.

Games in yen terms went up 11% - this means average price of bought game went up 15%
It's a clear indicator that new blood refreshing their catalog buy buying newer (more expensive) games

 

[DenchDeckard]

Has the earnings call not happened then?

No mention on decrease in hardware losses or any comments about PSVR2?

Whats their reasoning behind first party software in decline?

 

[Mr Moose]

You know these companies don't actually listen to social media like you think they do, right? Jim Ryan and Co. or Phil Spencer and the likes aren't sitting on NeoGaf or Reddit or whatever and taking notes from armchair analysts, because that's absurd thinking. They've literally got think tanks for this shit, analysts and financial advisors alongside content developers, bosses of studios etc all having meetings to determine path forward.

Morbius Out-Flops Itself, Viral Twitter Memes Blamed

Sony execs have to be embarrassed.

www.vulture.com

Has the earnings call not happened then?

No mention on decrease in hardware losses or any comments about PSVR2?

Whats their reasoning behind first party software in decline?

Probably because they didn't release any this Q?

 

[ByWatterson]

So Microsoft's second best Jan-March ever gets them $3.6 billion in gaming revenue.

In that same quarter, Sony sorta yawned, threw a dart at the wall and ended up with...$8.1 billion.

And Sony hasn't even started throwing really consistent now-gen software haymakers. Spider-Man 2 is gonna start a bloodbath.

 

[DJ12]

I mean sure, it's a hybrid, but it's still a home console, you can't ignore the Switch because you want PS5 to be the best seller. That's going too far.

Just like you and your ilk cannot claim Sony have a monopoly on console gaming then I guess.

 

[DenchDeckard]

Morbius Out-Flops Itself, Viral Twitter Memes Blamed

Sony execs have to be embarrassed.

www.vulture.com

Probably because they didn't release any this Q?

Ahh is that why its off vs YoY etc and seems to be in a more steep decline vs units of hardware sold.

You would think new owners were picking up Sony games but it looks like they are skipping them for others, maybe just fortnite / COD etc.

 

[reksveks]

Has the earnings call not happened then?

Happened but I bounced out halfway through.

No mention on decrease in hardware losses or any comments about PSVR2?

No comments on psvr2

Whats their reasoning behind first party software in decline?

As Mr Moose says, it probably is a factor of no games vs last year which has gt7

 

[reksveks]

Games in yen terms went up 11% - this means average price of bought game went up 15%
It's a clear indicator that new blood refreshing their catalog buy buying newer (more expensive) games

Good to try and factor in fx impact but it's hard to do so at a more granular level.

 

[saintjules]

Strange - we see PS5 games doing well in the charts all the time.

From UK Boxed Charts. But what about the rest of the world?

 

[DJ12]

Happened but I bounced out halfway through.

No comments on psvr2

As Mr Moose says, it probably is a factor of no games vs last year which has gt7

 

[reksveks]

That came out April, I had to double check that

 

[Heisenberg007]

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

This is extremely helpful. Thank you so much for creating it!

 

[DJ12]

That came out April

18 Feb 22 according to google

 

[reksveks]

Ignore me

 

[zedinen]

It does, but I think Sony will get there, at least in the ballpark ( > 2.75:1)

Xbox One sold ~50 million. XBS is pacing behind Xbox One and might do ~45 million.

On the other hand, PS5 just outsold PS4 (same FY, launch aligned) by 1.5 million units. Next year, they are forecasting 25 million; the best PS4 ever did was 20 million.

All signs point to PS5 outselling PS4. If it does around ~130 million (instead of ~120 million), it would have outsold XBS nearly 3:1.

~150 million

The competition is too busy drawing up detailed plans to invade Britain

FY1
PS5 7.8
PS2 1.41

FY2
PS5 11.5
PS2 9.20

FY3
PS5 19.1
PS2 18.07

FY4
PS5 25.0 (forecast)
PS2 22.52

LTD FY4
PS5 63.4 (forecast)
PS2 51.20

- 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.

PS and friends

Sales (Jan-Mar) 23
PlayStation $8.1 B
Tencent $6 B (Forecast)
Microsoft $3.6 B
Activision $2.38 B
Nintendo $2.2 B (Forecast)


FY14: Sales ¥1.38 T / OI ¥48.1 B

FY 22: Sales ¥3.64 T / OI ¥250.0 B (after recording huge R&D and acquisition expenses)

 

[reksveks]

18 Feb 22 according to google

Your right, ignore me. So two games vs 0.

 

[Thief1987]

I meant traditional home console that can only be played on a Television. I categorize Switch as a hybrid.

You should check the notes, switch is a poor handheld only in graphics comparison threads. When it's about sales it's a home console.

 

[Unknown?]

I mean sure, it's a hybrid, but it's still a home console, you can't ignore the Switch because you want PS5 to be the best seller. That's going too far.

It's a tablet at it's core with specialized controllers and it needs a peripheral to be played on a TV, it can't even plug into the TV without an accessory. I guess my PSP with composite cables was a home console?

And what about the percentage of Switch sales that are exclusively handheld in the form of the Lite?

 

[XXL]

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

 

[GHG]

You know these companies don't actually listen to social media like you think they do, right? Jim Ryan and Co. or Phil Spencer and the likes aren't sitting on NeoGaf or Reddit or whatever and taking notes from armchair analysts, because that's absurd thinking. They've literally got think tanks for this shit, analysts and financial advisors alongside content developers, bosses of studios etc all having meetings to determine path forward.

I don't want to go into it, but I know with 100% certainty that Xbox listen to and pander to their influencers/ambassadors/VIP's (whatever you want to call them).

So yeh, make of that what you will.

 

[John Wick]

i guess Sony delays the showcase again.

No! CMA have taken care of ABK acquisition. Shackles are off.
Also they can supply enough consoles so beast mode is about to begin.

 

[SportsFan581]

Impressive numbers. Jensen helping things along I'm sure.

We can all celebrate these numbers.

 

[Poltz]

Has the earnings call not happened then?

No mention on decrease in hardware losses or any comments about PSVR2?

Whats their reasoning behind first party software in decline?

- Operating income was 250 billion yen primarily due to an increase in software development expenses and the recording of acquisitionrelated expenses, despite the impact of increased sales of first-party software and improved profitability of hardware.

- Expenses associated with acquisitions since FY22, including Bungie, Inc. (“Bungie”), that will impact operating income for the current fiscal year, are expected to increase approximately 20% year-on-year to be 65 billion yen

https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_sonyspeech.pdf

 

[rickybooby87]

What the HELL Jimbo!??

 

[John Wick]

The investment budget has slightly decreased from 2tn yen to 1. 8tn yen, obviously for all of Sony.

Can you put all this in dollars? Including revenue and profit etc.

 

[Bragr]

It's a tablet at it's core with specialized controllers and it needs a peripheral to be played on a TV, it can't even plug into the TV without an accessory. I guess my PSP with composite cables was a home console?

And what about the percentage of Switch sales that are exclusively handheld in the form of the Lite?

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.

 

[Mr Moose]

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.

I can't get the dock to work, must be broken.

 

[Bragr]

I can't get the dock to work, must be broken.

That's because you bought the wrong Switch.

 

[Thief1987]

I guess my PSP with composite cables was a home console?

Yes. Smartphones are home consoles too. You didn't know that? Well, now you know.

 

[mckmas8808]

More importantly, they sold PS VR 2 this quarter -- which was likely at a loss. Increased game dev production costs will also bring OI down.

The BOM on the PSVR2 headset is $261. I doubt they are losing money on the whole unit.

 

[Thirty7ven]

That's because you bought the wrong Switch.

God just take a break. Right now you sound like your avatar, a guy who got knocked around a few too many times.

 

[Cyberpunkd]

What the HELL Jimbo!??

Imagine days after Microsoft numbers and CMA blocking ABK acquisition this drops.

 

[mckmas8808]

Somebody is a spoilsport.

Yall and the gaming media keep believing this man's lies when it comes to PSVR2. And now THIS is his view of Sony's Playstations results of Q4. Dude is a joke lol

 

[StealthGoblin]

From UK Boxed Charts. But what about the rest of the world?

Doing well in Japan and the US. EU is Sony land.

 

[mejin]

Yall and the gaming media keep believing this man's lies when it comes to PSVR2. And now THIS is his view of Sony's Playstations results of Q4. Dude is a joke lol

He's being an idiot for a long time.

 

[fastest finger]

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?

 

[SlimySnake]

Looks like it's transparency day.

Did they release PSVR2 numbers?

Somebody is a spoilsport.

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.