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Gaming => Game News Discussion => Topic started by: the-pi-guy on May 10, 2022, 01:59 PM

Title: Sony FY21 report
Post by: the-pi-guy on May 10, 2022, 01:59 PM
sauce (https://www.sony.com/en/SonyInfo/IR/library/presen/er/archive.html)

Interesting data points:
Title: Re: Sony FY21 report
Post by: SWORDF1SH on May 11, 2022, 12:09 PM
Any more info?
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 11, 2022, 01:14 PM
Any more info?
There's lots of info at the link.
I just picked the stuff I thought was interesting/thought others might find interesting.

Overall, Sony is very profitable, but they missed expectations by a bit.
Title: Re: Sony FY21 report
Post by: kitler53 on May 11, 2022, 04:46 PM
There's lots of info at the link.
I just picked the stuff I thought was interesting/thought others might find interesting.

Overall, Sony is very profitable, but they missed expectations by a bit.
everyone is.   they fact their stock stayed flat is a big win in this environment.   most companies are crashing on earnings.   
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 25, 2022, 08:59 PM
Sony Interactive is speaking in about 2 hours.
Discussing plans and the like.

Think last year, this was where they said Uncharted was coming to PC.

Might get more details about mobile.
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 25, 2022, 11:02 PM
https://www.sony.com/en/SonyInfo/IR/library/presen/irday/pdf/2022/GNS_E.pdf

(https://pbs.twimg.com/media/FTo213oWQAAmKcX?format=jpg&name=small)

Sony expects in 2025:
~50% on console
~30% on PC
~20% on mobile

(seems to be releases?)

(https://i.imgur.com/14emG1w.png)
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 12:05 AM
Ugh, really don't like the GaaS push.
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 01:01 AM
What we learned:

1.) At least currently, PC is a growth area but it's not their focus. In 2025, they are still expecting more games to launch on PS5 than on PC. Day 1 PC games is clearly not going to be the norm.

2.) Live service is a big area. They expect it to be a huge growth area. And if I am reading this correctly, they are going to be spending about half of their development investment into Live Service this year. Bungie is obviously a big part of it.  

2b.) 2 live service games to come out this year yet.  

3.) They mention 20+ major first and third party games on PSVR2 launch day.  


Best case construction, I think their live service push is a lot like their PS3 push, where they had a lot more multiplayer games. So I'm hoping this will be a lot like the PS3 gen.  

Still, it makes me a bit sad that they are putting so much focus on live service.
Title: Re: Sony FY21 report
Post by: kitler53 on May 26, 2022, 01:02 AM
those PC sales numbers are pretty weak really.  under a million for GoW and only $26m.   not even worth the effort when you factor in the mindshare loss for letting it not be an exclusive anymore. 

Best case construction, I think their live service push is a lot like their PS3 push, where they had a lot more multiplayer games. So I'm hoping this will be a lot like the PS3 gen.  

Still, it makes me a bit sad that they are putting so much focus on live service.
as a guy that doesn't like pvp this makes me sad.  I really hope we see more in the way of coop games (like destiny raids) instead and then I'll be happy. 

but even then, games like destiny has amazing core gameplay but it's made bad by the business model.   the hamster wheel of it is infuriating. 
Title: Re: Sony FY21 report
Post by: Legend on May 26, 2022, 03:40 AM
I love the slide saying they want to invest 50 50 in new ip verse exisiting ip. For 2022 it's one third new ip.

Almost everything else is incredibly worrying lol. I want to come back to this thread in 2 years and see how the heck things turned out.




Looks like TLOU Factions will release this year. That plus The Show and Destiny puts them at 3 live service games for 2022. Or they could have another game ready that I'm not thinking of.

The "confidence" in live service is astounding. They're pouring money in and expecting nothing but success. Heck Destiny itself has been pretty rocky and I wouldn't believe these numbers even if all the new games magically came from Bungie.

Realistically I think by 2025 they could have maybe 5 live service games that are actually popular, assuming they don't just buy existing ones.


hose PC sales numbers are pretty weak really.  under a million for GoW and only $26m.   not even worth the effort when you factor in the mindshare loss for letting it not be an exclusive anymore.
Yup. It's "free" money only if it doesn't harm their income elsewhere.

And how the heck are they expecting $300 million for FY22? They have the Uncharted Collection and that's it. Maybe they're being misleading and including Destiny pc numbers?
Title: Re: Sony FY21 report
Post by: BananaKing on May 26, 2022, 08:29 AM
I love the slide saying they want to invest 50 50 in new ip verse exisiting ip. For 2022 it's one third new ip.

Almost everything else is incredibly worrying lol. I want to come back to this thread in 2 years and see how the heck things turned out.




Looks like TLOU Factions will release this year. That plus The Show and Destiny puts them at 3 live service games for 2022. Or they could have another game ready that I'm not thinking of.

The "confidence" in live service is astounding. They're pouring money in and expecting nothing but success. Heck Destiny itself has been pretty rocky and I wouldn't believe these numbers even if all the new games magically came from Bungie.

Realistically I think by 2025 they could have maybe 5 live service games that are actually popular, assuming they don't just buy existing ones.


Yup. It's "free" money only if it doesn't harm their income elsewhere.

And how the heck are they expecting $300 million for FY22? They have the Uncharted Collection and that's it. Maybe they're being misleading and including Destiny pc numbers?
Maybe the last of us factions will release day 1 on PC. And the other live service game too
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 10:11 AM
Horizon (Netflix), God of War (Amazon) & Gran Turismo TV series

Revealed by Sony pictures.

Looks like TLOU Factions will release this year. That plus The Show and Destiny puts them at 3 live service games for 2022. Or they could have another game ready that I'm not thinking of.
Jim Ryan said Destiny wasn't included.

Quote
Yup. It's "free" money only if it doesn't harm their income elsewhere.

And how the heck are they expecting $300 million for FY22? They have the Uncharted Collection and that's it. Maybe they're being misleading and including Destiny pc numbers?
They probably have a live service game coming out on PC. There's a studio partner that seems likely to launch a game this year.


Quote
The "confidence" in live service is astounding. They're pouring money in and expecting nothing but success. Heck Destiny itself has been pretty rocky and I wouldn't believe these numbers even if all the new games magically came from Bungie.

Realistically I think by 2025 they could have maybe 5 live service games that are actually popular, assuming they don't just buy existing ones.
I hope live service crashes with maybe 2 successes. And then they can expand their traditional titles.  :(

At the very least, the slides show an increase in investment for traditional titles as well.  
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 11:25 AM
those PC sales numbers are pretty weak really.  under a million for GoW and only $26m.   not even worth the effort when you factor in the mindshare loss for letting it not be an exclusive anymore.
I think it'd be different if Xbox had any exclusives.

Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 11:39 AM
I can stand their PC push, but ugh why are they putting so much towards live service.
Title: Re: Sony FY21 report
Post by: BananaKing on May 26, 2022, 01:53 PM
I can stand their PC push, but ugh why are they putting so much towards live service.
Because they make money and they don't have any at the moment.

Their push for single player games isn't as strong because they already have a strong single player output. So they increase that gradually.

Personally I am excited about their multiplayer push. They had little to offer in the PS4 gen, which was sad because their multiplayer offerings during PS3 were awesome
Title: Re: Sony FY21 report
Post by: kitler53 on May 26, 2022, 02:13 PM
I can stand their PC push, but ugh why are they putting so much towards live service.
i don't have the information right in front of me but i think i remember sony reporting how huuuge portion of their total revenues was just taking their 30% cut of mtx related to fortnight and CoD and a few other live service games.   clearly sony wants to be in on that revenue from the other side.

i do think it will be hard.  these games are community based and you're either a mega hit (fortnight) or your a complete failure (anthem).  
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 02:18 PM
Because they make money and they don't have any at the moment.

Their push for single player games isn't as strong because they already have a strong single player output. So they increase that gradually.

Personally I am excited about their multiplayer push. They had little to offer in the PS4 gen, which was sad because their multiplayer offerings during PS3 were awesome
I do get that, I just wish there was a similarly large move to expand their traditional title catalog as well.  

And it's pretty clear that Sony is not putting their traditional titles on the back burner, and is going to be seeing more increases.

But I wish more of it went towards traditional games.  
Title: Re: Sony FY21 report
Post by: Legend on May 26, 2022, 02:25 PM
Another thing.

Avatar is listed as a big upcoming release. Pretty random to include next to Forspoken and Hogwarts unless Sony has a deal with it. So maybe we'll get a new trailer at their show.
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 04:58 PM
Zhuge takeaways for those who aren't interested in looking through the whole presentation.





Title: Re: Sony FY21 report
Post by: kitler53 on May 26, 2022, 06:04 PM
what zhuge said,... and that's why i think gamepass is dumb.   

industry wide games are transitioning to releasing as nothing more than a platform to sell mtx.   attaching a $70 "value" to a free-to-play game and then giving it away for "free" based on a yearly subscription fee is dishonest and swarmy.   i'll just keep playing rocket league and cancel my subscriptions if that's the future i have to look forward to.

for ps+++ to have value to me it needs to start including the mtx expansions to games like destiny.
Title: Re: Sony FY21 report
Post by: Legend on May 26, 2022, 06:09 PM
Again, Sony's PC numbers are really low. Also shows steamspy's new method is pretty inaccurate.


Steamspy underestimated Horizon, thinking it sold 1.39 million verse the real 2.39 million.

Days Gone however sold 1.7 million according to steamspy yet really only sold 0.85 million.

God of War on steamspy sold 2.7 million, yet really only sold 0.97 million.
Title: Re: Sony FY21 report
Post by: kitler53 on May 26, 2022, 06:16 PM
Again, Sony's PC numbers are really low. Also shows steamspy's new method is pretty inaccurate.


Steamspy underestimated Horizon, thinking it sold 1.39 million verse the real 2.39 million.

Days Gone however sold 1.7 million according to steamspy yet really only sold 0.85 million.

God of War on steamspy sold 2.7 million, yet really only sold 0.97 million.
at least its more accurate than vgchartz...
Title: Re: Sony FY21 report
Post by: SWORDF1SH on May 26, 2022, 06:22 PM
at least its more accurate than vgchartz...
I could throw darts at a dartboard with my eyes closed and come up with numbers better than VGC's predictions!
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 06:25 PM
Title: Re: Sony FY21 report
Post by: kitler53 on May 26, 2022, 06:42 PM
so if we restrict our view to current IP (because why wouldn't they be using the IP with synergy for their game releases) we can reasonably guess that about half of their games are getting a film/tv cross-promotion.
Title: Re: Sony FY21 report
Post by: the-pi-guy on May 26, 2022, 06:44 PM
We have 7 confirmed already.

Title: Re: Sony FY21 report
Post by: the-pi-guy on Jun 06, 2022, 12:07 AM
Sony has something like:
x mobile titles
2x PC titles
4x PS4+PS5 titles
4x PS5 titles

As it stands, they have 3 PC titles for this year, 2 PS4+PS5 titles. 

I presume currently 1 PSVR2 title(PS5).

I don't think it's a good idea to read too much into this.

It's possible that there are indies that count because Sony is backing them, even if they aren't listed as a publisher. That doesn't seem terribly likely, but there are some weird inconsistencies in their charts, like they don't apparently count Gran Turismo 7 as being a live title, despite being always online and having microtransactions.

But it seems like they should have a lot to come out in the next 10 months and they don't have a lot announced as of yet.