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Ouch, those shortages are slowing them down now. At least it's not affecting revenue as much yet. Software is down for Q3 but Horizon will give them a good Q4 for first party software.
Sony FY 2021/22 Q3 earnings: 2nd best quarter ever (revenue), 3.9m PS5s (LTD: 17.3m)
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- Financial Results
What first party game did they release during this holiday (or year frankly) to sell a lot during the holidays?
If it's not then Pokemon BDSP was a weak launch.
I wouldn't call it that. Anything over 10 would be awesome for BDSP.
I honestly think both Sony and MS should take a serious look at porting their games to each others platforms until the hardware shortages end, if ever.
Exclusives dont make sense this gen.
Exclusives dont make sense this gen.
I dont think miniscule is accurate at all:
--> iOS ranked fifth, with just 7 percent of total revenue.
Babcock explicitly confirmed that the iOS version of Fortnite earned less revenue, month to month, than:
Switch is at the very least was a 7.1% of all fortnite revenue per month.
- PlayStation 4
- Xbox (presumably Xbox One)
- Nintendo Switch
- PCs
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Fortnite’s cash cow is PlayStation, not iOS, court documents reveal
Console players bring in a lot of money for Fortnite.www.theverge.com
For sure, I think people are missing the point - the vast majority of huge money makers aren't treating Switch properly.
From the GaaS games I would say Fortnite, Apex Legends are games that treat the platform and the audience on the platform with respect, I don't think I can say the same about FIFA/NBA2K. While all other games are basically not even on the platform. The reason Sony has such a dominant position here is the tons of GaaS games that are exclusive to the system and missing on the Switch. But I'm sure these two franchises are contributing a lot to Nintendo's digital revenue growth and if more GaaS games take success on the platform with the same attitude they would also find success.
Lets take Fall Guys as an example... where is the Switch version that was announced last year, I don't even know if the game is still popular but with Japan not really embracing other platforms the team at Mediatonic is surely missing a huge chance. Japan after all is a country where Human Fall Flat sold over 1 million units on the Switch alone and Among Us likely is heading for 2 million already. Hell even a game like Dead Cells which sold 5 million is a form of GaaS in a way; since there have been 3 or 4 paid DLCs and we can be sure that Switch is one of the leading platforms for it.
In terms of Fortnite as you mention Switch was likely over 15% by July 2020(below is the cumulative sales per
Three key discoverability takeaways from the Epic/Apple lawsuit
[The GameDiscoverCo game discovery newsletter is written by 'how people find your game' expert and GameDiscoverCo found…
www.gamesindustry.biz
Since July 2020 no doubt that due to the expanding audience on the Switch the market share has grown substantially while main competitors have remained stagnant, I think people under estimate that in games like Dota 2/LoL/CS a low end PC is the leading platform. So from a point of absolute domination it's likely the situation for PlayStation ecosystem in terms of Fortnite is already competative and with Switch selling another 20M+ this year compared to PS4/PS5's combined total we are looking at another year of growth. Especially in high growth markets like Asia where Switch is probably running up the scores
In my estimation it's very likely that if Fortnite maintains popularity for Switch to be the #1 benefactor in 2022, PS will remain close but I don't think it can keep its lead with hardware sales below 15M.
if they have not fix their pipeline by the time Microsoft announces CoD will be Xbox/ PC only or any future acquisition Microsoft does (im sure they will pull in 1 or 2 more moves before letting their accounting department rest)
I mean you dont just snap your fingers at the price point PS5 is and sell 25 million units, thats the type of year PS5 needs to make up ground and we are unlikely to see production or supply scale to that level until 2023
These numbers are good for Microsoft because it means they have a chance to make up some ground in US compared to past gens but for Sony they would really be motivated by higher results
These numbers are good for Microsoft because it means they have a chance to make up some ground in US compared to past gens but for Sony they would really be motivated by higher results
Do you think results like this could accelerate SONY's pc strategy?
I mean hardware as fallen really hard, but software is as healthy as ever. One would think that they would have realized the have an entire open platform waiting to be mined by their products and not letting their competition dominate it.
I think Microsoft is happy to do that - if Sony agrees to support Game Pass.
I imagine once the ball is really rolling on Spartacus it will be the same for PlayStation.
Also you reminded me of Pachter saying Nintendo should release games on PS/XB until their next console in the Wii U days
I'm not seeing any reason for PS5 sell more or even on par with PS4 in the current environment of Xbox Series more competitive than One, Sony increasingly supporting PC and streaming lurking.
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Yeah, I think Switch 2 is gonna be big if Nintendo won't fall flat on the face, coming after Switch momentum and if they won't have shortages (I believe Switch SoC will be smaller than XSX/PS5) so they are gonna be big.
Yeah, I believe the shortage might accelerate the move towards streaming. I think Xbox Series S (with the ability to stream XSX games) and the application for Xbox One (to stream XSX games) will help Xbox too. A lot of people didn't try streaming but I think eventually they will experience it and find out that it is not that bad.
In pure console sales? Not gonna happen. Microsoft provides too many entry points for that.
No, they make sense. I think even GaaS (not from third parties) will be ecosystem based (Bungie will probably be the exception). Third party publishers will pivot to GaaS / F2P games or smaller games or merge / will be purchased. Next gen they won't be able survive without recurring revenue (or huge backing if tech giant).
I wonder, do we have statistics on how many people own both a PS and an Xbox?
I definitely think it would incentivize Sony to release a few more of their games on PC. Maybe not the PS5 exclusives though.
I’m curious what live service games Sony has planned. Will they be new IPs or will they be multiplayer installments of their singleplayer franchises?
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Yeah, I'm definitely not seeing a great amount of people owning an Xbox series and a Ps5. This is not a Switch/Ps4 situation like at all. Most popular games on those consoles are third parties by far. Wonder when all the MS acquisitions will start to make a big impact and if it's gonna hurt Sony.
I think Starfield will star that, every Bethesda game are threated like events as far I remember and MS is going to push it really hard this holidays and if (BIG IF) the ABK deal is completed this year...yeah.
Some people don't like to admit it but COD will really hurt PS even if at the end xbox just got the marketing deals (MS will make sure that the best place to play COD is on their platforms)
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Data suggests almost half of Xbox One users also own a PlayStation 4
New data from Ampere Analysis suggests a strong overlap in console ownership across Xbox and PlayStation owners.
Goodbye Console Wars? Dual PlayStation And Xbox Ownership Is Booming
In a trend that will turn the stomachs of console extremists, more people now own both a PlayStation and Xbox.
www.forbes.com
The links above suggest around a third of PS/Xbox console buyers own both, but that could be influenced by the data collection method.
I expect the same to happen to Nintendo.
Pandemic really hit them hard...while it is a blessing in disguise for xbox
Hopefully for nintendo software can cover for any HW decline
It usually happens like that.
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Some on the Tokyo Stock Exchange ain't waiting, Nintendo's stock is down 2.7%, probably because some investors expect a less-than-desirable FQ3 earnings report. What happens tomorrow depends on the actual content of the earnings report, since it's not made public until the exchange closes in Japan.
That massive PS4 userbase ain't going away any time soon, it looks like.
It's also worth noting that logistics issues mean that even if the BoP for each PS5 is under its RRP, the increased costs associated with shipping them to the US, for example, would drive margins negative.
Speaking of which, those ten planned live service games could very well end up extending the lifespan of the PS4 several more years. I don't expect the PS4 to keep getting new (big) live service games in 2026, but the earlier live service titles in the PS pipeline could still keep operating on the PS4 through the 2030s.
Thank you. If we take those links at face value then that means that 2/3 of the audience can be swayed into picking an next-gen console lane. And if we try to read a bit deeper into the data collection methods I’m almost 100% positive that that the percentage of people who own both XB and PS is overrepresented. Either way that’s potentially a huge chink of audience that could migrate from PS to Xbox.
Data suggests almost half of Xbox One users also own a PlayStation 4
New data from Ampere Analysis suggests a strong overlap in console ownership across Xbox and PlayStation owners.Goodbye Console Wars? Dual PlayStation And Xbox Ownership Is Booming
In a trend that will turn the stomachs of console extremists, more people now own both a PlayStation and Xbox.
Stocks will be stocks. Nothing surprising. As others have mentioned it will probably be the same for Nintendo.
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I'm sorry but that seems like bullshit. How the fuck would they even know who owns both consoles? Some IP address research? All through high school and college I barely met anyone (maybe 10%) with a ps3 and a 360 or ps4 and xbox one. Now a bunch of people do switch or buy another one eventually cuz they get bored of the same console.
Data shows that the majority of gamers only buy only a couple of games a year but you telling me somehow that they feel the need to own 2 consoles with a similar library, and just to play like 2 games per console? Come on now.
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That average games per console rate is likely brought down significantly by people who buy a console for Madden and ONLY Madden (or, if you're from most other sales regions, FIFA and ONLY FIFA) and other abnormalities like that (see: Wii owners that only bought one game).
And also, it's clear you didn't actually look at the links that show the methodology. And both meatbag and I both agree that the data sample and data collection method has the potential to over-represent multi-console ownership. Calm yourself.
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Im calmed bro, it's just the way I talk. Nothing was directed to u, I just call bullshit on these findings. Btw I did clicked and read the 1st link (thought the 2nd would be the same thing) but looking at the 2nd just now, the data sample is 2600 US consumers? So yeah, pretty much meaningless. There's 100s millions console owners out there. What's 2600 US consumers gonna tell us about the global gaming userbase. Nothing. My silly IP address idea would've lead to way better data.
there's a lot of volatility in tech stock right now hell Meta tumbled 23% in premarket trading
i know but that's why you look at the longer period to smooth out that volatility. i am expecting a bounce from Meta as normal.
yeah and the same will happen to sony. I can see rising to 150 or more by next year
Maybe, not much to add there.
The only thing I am highlighting is that drop from the 18th has still not recovered yet. It opened on the 19th on the TSE at 13100 and closed yesterday is 12585.
I used to think PS4 would squeak out ahead but doing only 200k this Q3 I'm not sure if it can even clear 118m.
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Pointless article. Anyone who is paying attention to the stock market knows central banks are increasing interest rates resulting in an equity wide sell off, especially in growth stocks which is a lot of the technology sector.
An outstanding quarter would have reversed this, sure, but decline is what pretty much most technology stocks that have not had outstanding quarters are doing. Even with an outstanding quarter, the stock price will still continue to decline.
This is a macroeconomic reason, to understand why its happening, you should understand why equities boomed with the central bank printing.
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These are actually great numbers for the Switch version. It launch on Switch way later than the other consoles and the other platforms have had a way bigger online shooter and gaas fanbase for years. Hell, I use my Switch way more these days than I do my Ps4 but Ps4 is still my default platform for online gaming sessions. You can't even interact with ur online friends or randos on Switch so playing online there barely feels like the true experience.For sure, I think people are missing the point - the vast majority of huge money makers aren't treating Switch properly.
From the GaaS games I would say Fortnite, Apex Legends are games that treat the platform and the audience on the platform with respect, I don't think I can say the same about FIFA/NBA2K. While all other games are basically not even on the platform. The reason Sony has such a dominant position here is the tons of GaaS games that are exclusive to the system and missing on the Switch. But I'm sure these two franchises are contributing a lot to Nintendo's digital revenue growth and if more GaaS games take success on the platform with the same attitude they would also find success.
Lets take Fall Guys as an example... where is the Switch version that was announced last year, I don't even know if the game is still popular but with Japan not really embracing other platforms the team at Mediatonic is surely missing a huge chance. Japan after all is a country where Human Fall Flat sold over 1 million units on the Switch alone and Among Us likely is heading for 2 million already. Hell even a game like Dead Cells which sold 5 million is a form of GaaS in a way; since there have been 3 or 4 paid DLCs and we can be sure that Switch is one of the leading platforms for it.
In terms of Fortnite as you mention Switch was likely over 15% by July 2020(below is the cumulative sales per
Three key discoverability takeaways from the Epic/Apple lawsuit
[The GameDiscoverCo game discovery newsletter is written by 'how people find your game' expert and GameDiscoverCo found…
Since July 2020 no doubt that due to the expanding audience on the Switch the market share has grown substantially while main competitors have remained stagnant, I think people under estimate that in games like Dota 2/LoL/CS a low end PC is the leading platform. So from a point of absolute domination it's likely the situation for PlayStation ecosystem in terms of Fortnite is already competative and with Switch selling another 20M+ this year compared to PS4/PS5's combined total we are looking at another year of growth. Especially in high growth markets like Asia where Switch is probably running up the scores
In my estimation it's very likely that if Fortnite maintains popularity for Switch to be the #1 benefactor in 2022, PS will remain close but I don't think it can keep its lead with hardware sales below 15M.
Also, the fact that Switch beats PC by that much is pretty crazy to me.
Publishers do get this type of data in communication with the platform holders. EA knew about XBox being around 30M and PS4 being around double that way back. Thing is that they occasionally send out questionnaires about “what gaming consoles do you own?” And if you check off more than one, even the ones you don’t actually use, it’s flagged as “X amount of people own more than one piece of hardware (ie PlayStation + non-PS platform) or “X amount of people only own this type of hardware (ie PlayStation hardware)”.
Here’s something from the PSN ToS that we are asked to agree to:
PSN Terms of Service
Everything you need to know to use PlayStation Network, including safe online conduct, PlayStation Store terms and our commitment to you.
www.playstation.com
Same day as Nintendo. That will be an interesting day.
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I don't think PS5 will meet it's 2 million target for Q4, I'm predicting 1.8m which will mean 11.3m for the fiscal year. Hope Sony can produce enough this coming FY to reach 15m although that would still be way short of the 17.7m PS4 shipments in 2015-16. I want PS5 to have a 20m+ year but that's not going to happen until FY 2023-24 at the earliest.
Do you happen to also have the numbers for the PS3?
I don't think PS5 will meet it's 2 million target for Q4, I'm predicting 1.8m which will mean 11.3m for the fiscal year. Hope Sony can produce enough this coming FY to reach 15m although that would still be way short of the 17.7m PS4 shipments in 2015-16. I want PS5 to have a 20m+ year but that's not going to happen until FY 2023-24 at the earliest.
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Sony only released yearly hardware numbers for PS3 and only for the first 5 full fiscal years, they did give us the lifetime total as well. I have that data in this chart.
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