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Where do we go from here PlayStation Nation?

ChiefDada

Gold Member
I'm making perfect sense. Sony relies on those games developed by the publishers that Microsoft has gobbled up. Nintendo has not. Nintendo relies on their own IPs. Unlike those games that Sony relies on, Microsoft can not take those games away from Nintendo.
You can't say Nintendo relies solely on their own IPs when 3rd party titles make up well over half of their sales and that trend will continue upward. And you're crazy if you think the likes of Microsoft or Tencent are stopping any time soon.
 

GHG

Member
I’m selling mine out of spite.

i dont like you lucille ball GIF

I'll buy some just to sell them and I'll make threads about my experience. Expected reaction:

triggered GIF


Tschumi Tschumi showed me the light. This is the way.
 

cdthree

Member
Sony will be fine pumping out their AAA games every 3-5 years. They do need to pivot to mobile games. They could buy the biggest mobile game makers and leave the PC and console race to Microsoft. All the money is in mobile games, just need to simplify their PlayStation gamepass strategy. Its basically a rift on Nintendo's withered technology strategy going for mobile games using a monthly subscription service. Sony would become bigger and more profitable than they are now.
 

Lognor

Banned
You can't say Nintendo relies solely on their own IPs when 3rd party titles make up well over half of their sales and that trend will continue upward. And you're crazy if you think the likes of Microsoft or Tencent are stopping any time soon.
You're looking at one half of a year to make that claim when from the chart you posted Nintendo has consistently sold more software than every other third party combined! Let's see the full year for the latest year to see if that trend has changed. Nintendo relies very heavily on their own IP. They will be absolutely fine. Sony is the only one affected here.
 

Calverz

Member
I can see Sony going hard on PSVR2 now. More than ever. They will need to have something you cant get on xbox and that will be VR and their continued first party content.
 

KAL2006

Banned
Sony top games have been increasing their units sold.

Games like TLOU, Uncharted 4, Spider-Man, GoW, Horizon are on track or already passed the 20M units sold mark, and who knows if others like TLOU2, GoT, Horizon 2 or Ragnarok may achieve it too. Plus the revenue they generated via subscriptions, DLC, refubished re-releases and soon movies and tv shows. Plus now the PC ports.

It has been less time in the market, but Switch only has 6 games that sold over 20M copies, and another one that sold over 15M.

It's a huge step compared to what they had before PS4, which was 0 games selling over 20M copies.

They can't survive on those IP, you can give me big numbers but none of those numbers compare to the wide appeal of Pokémon and Mario Kart. Those games Sony make are high budget games that take a long ass time to make. Nintendo can pump out games as they are lower budget. They have a higher profit margin. Playstation as a brand has always relied on 3rd parties and if they lose a ton of 3rd parties by buyouts then they are screwed. They won't die over night but they would definitely trend downwards. Call of Duty is huge, and IPs like Warcraft, StarCraft, Diablo, Crash while not as big as their heydays, they can reinvent themselves and make a comeback so those IPs are valuable. Not many buy an Xbox and PS, many buy a Nintendo system for their girlfriend, kids or themselves while they still own a PS and Xbox. This is big Sony will be losing a ton of 3rd party cut and microtransanctions cut for many 3rd party games which leads to less revenue which can lead to less risk taking when making first party content. If Call of Duty want a big deal they wouldn't have made a big deal out of exclusive DLC for the last few years.
 

Kerotan

Member
I think they will be way too much money for Sony. The only thing I think Sony will buy is a timed exclusive or a tiny, unknown indie studio.
If T2 bought a company for 12BN which is two thirds their size then it's possible for Sony to aquire them or merge.

Imo with MS likely to buy EA or Ubisoft in the next 10 years it would be in sony's interest to aquire at least 3 of Capcom, Square Enix, From Software and Kojima Productions and Sega. Otherwise they risk MS acquiring them.

I also feel sony need to get their hands on at least 1 major Western publisher such as ubisoft or T2.
 

Dr Bass

Member
I still think it’s crazy to supposedly allow your games on the competitor’s platform when you spent $70 billion on them. I know they will be making money, but it still weird and almost counterintuitive to me. They have to keep some exclusives I figure.
70 billion is a massive amount. When your revenue is 3-5 billion per quarter in the gaming division ...

Now obviously revenue will increase when they own the Activision assets. Looks like last reported earnings for Activision was 1.88 billion in the quarter.


So it won't be adding "a lot" to the pie really. The strategy can't be to lock content down to Xbox/PC platforms if they want to be recouping those costs anytime soon. They need to make profit. Frankly I don't really understand their strategy other than trying to go all in and control as much as they can and hope that people just give in. Reminds me of the 90's Microsoft and their "extend and extinguish" strategy. I think it's an odd strategy myself. Most acquisitions, as I say ... you're buying the past. If COD has been the number 1 game for 13 years, there is a good chance it won't be for the next 13. I'm sure most have heard the phrase "past performance doesn't indicate future results." There is a reason that statement holds true so often. :messenger_smiling_with_eyes:

We'll see what happens. I just don't think it's going to make a big difference long term. If MS runs things as business as usual, the casual gamer doesn't care or change their habits. If MS starts pulling content, the market will respond with Sony working to fill the void. And they have demonstrated far more competence in managing software studios and producing the most well received games of their type. I don't think Nintendo cares about this move at all. So as usual ... it will just come down to who has the best games.
 

Airbus Jr

Banned
They can't survive on those IP, you can give me big numbers but none of those numbers compare to the wide appeal of Pokémon and Mario Kart. Those games Sony make are high budget games that take a long ass time to make. Nintendo can pump out games as they are lower budget. They have a higher profit margin. Playstation as a brand has always relied on 3rd parties and if they lose a ton of 3rd parties by buyouts then they are screwed. They won't die over night but they would definitely trend downwards. Call of Duty is huge, and IPs like Warcraft, StarCraft, Diablo, Crash while not as big as their heydays, they can reinvent themselves and make a comeback so those IPs are valuable. Not many buy an Xbox and PS, many buy a Nintendo system for their girlfriend, kids or themselves while they still own a PS and Xbox. This is big Sony will be losing a ton of 3rd party cut and microtransanctions cut for many 3rd party games which leads to less revenue which can lead to less risk taking when making first party content. If Call of Duty want a big deal they wouldn't have made a big deal out of exclusive DLC for the last few years.
So what do you want sony to do nothing and die to this situation ?

They will adapt to this new batleground ( xbox taking away third party game) they will have to
 
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ChiefDada

Gold Member
You're looking at one half of a year to make that claim when from the chart you posted Nintendo has consistently sold more software than every other third party combined! Let's see the full year for the latest year to see if that trend has changed. Nintendo relies very heavily on their own IP. They will be absolutely fine. Sony is the only one affected here.
Now you're approaching willful ignorance . The chart covers a five year period and includes the first half of fiscal year 2022. The trend will not magically disappear.

aQvxlIQ.png
 

StreetsofBeige

Gold Member
Absolutely. I use one subscription and game share between the boys. Great value. Hardly buy a game.
Me too. I do home sharing, which includes GP.

I split with a buddy. We laugh how amazing this deal is. We dont buy tons of games either, but we split games like COD as we both play it.

And I'm not the kind of gamer to buy mtx, so I'm not giving any money back like a Fortnite gamer buying skins.

Gaming has never been cheaper. Looking back and buying games at $70-80 CDN, what a joke. It's now $90 CDN! Add tax and it breaks $100. For one game. I'll just pay my annual Gold plans and play GP. Aside from Diablo and COD I'd need to buy, I can live with GP. And now going forward, these games will likely be part of GP!
 
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KAL2006

Banned
So what do you want sony to do nothing and die?

They will adapt to this new batleground they will have to

I don't know, I'm just speculating, all I'm saying they can't survive if Microsoft continue purchase big publishers. The only big thing Sony can do in my opinion is to buy Take Two which will never happen.
 

Dr Bass

Member
They can't survive on those IP, you can give me big numbers but none of those numbers compare to the wide appeal of Pokémon and Mario Kart. Those games Sony make are high budget games that take a long ass time to make. Nintendo can pump out games as they are lower budget. They have a higher profit margin. Playstation as a brand has always relied on 3rd parties and if they lose a ton of 3rd parties by buyouts then they are screwed. They won't die over night but they would definitely trend downwards. Call of Duty is huge, and IPs like Warcraft, StarCraft, Diablo, Crash while not as big as their heydays, they can reinvent themselves and make a comeback so those IPs are valuable. Not many buy an Xbox and PS, many buy a Nintendo system for their girlfriend, kids or themselves while they still own a PS and Xbox. This is big Sony will be losing a ton of 3rd party cut and microtransanctions cut for many 3rd party games which leads to less revenue which can lead to less risk taking when making first party content. If Call of Duty want a big deal they wouldn't have made a big deal out of exclusive DLC for the last few years.
Activision is not "the market." Yeah losing licensing fees on 3rd party games would definitely hurt a bit. Buying up huge swaths of the industry and then giving away all the games as part of a sub service would also hurt the company that does the buying and needs to now support all of these studios. I mean, it's even more expensive for MS now in terms of what they will need to support (assuming the deal goes through). I think the safe assumption is they will keep selling the games as usual on multiple platforms. If they want to make money, that's what they would do anyway.

I would say wait and see how things shake out. This is yet another batch of old IP that is likely past its prime. WarCraft, StarCraft, Diablo and Crash are not going to make meaningful comebacks to their "heyday." And the deal isn't going to close for another 18 months at best, which means we will be nearly halfway through this console generation anyway. How long will CoD be a huge seller? It won't be forever. Just about everything (except Nintendo franchises, for unique reasons) loses popularity with time.

Acting like this is going to flip everything on its head is reactionary and just not true for so, so many reasons.
 

Kerotan

Member
70 billion is a massive amount. When your revenue is 3-5 billion per quarter in the gaming division ...

Now obviously revenue will increase when they own the Activision assets. Looks like last reported earnings for Activision was 1.88 billion in the quarter.


So it won't be adding "a lot" to the pie really. The strategy can't be to lock content down to Xbox/PC platforms if they want to be recouping those costs anytime soon. They need to make profit. Frankly I don't really understand their strategy other than trying to go all in and control as much as they can and hope that people just give in. Reminds me of the 90's Microsoft and their "extend and extinguish" strategy. I think it's an odd strategy myself. Most acquisitions, as I say ... you're buying the past. If COD has been the number 1 game for 13 years, there is a good chance it won't be for the next 13. I'm sure most have heard the phrase "past performance doesn't indicate future results." There is a reason that statement holds true so often. :messenger_smiling_with_eyes:

We'll see what happens. I just don't think it's going to make a big difference long term. If MS runs things as business as usual, the casual gamer doesn't care or change their habits. If MS starts pulling content, the market will respond with Sony working to fill the void. And they have demonstrated far more competence in managing software studios and producing the most well received games of their type. I don't think Nintendo cares about this move at all. So as usual ... it will just come down to who has the best games.
If they keep cod on playstation day 1 it will remain the number 1 game for the next 13 years.
 

John Wick

Member
I don't know, I'm just speculating, all I'm saying they can't survive if Microsoft continue purchase big publishers. The only big thing Sony can do in my opinion is to buy Take Two which will never happen.
Why can't they survive? Nintendo are surviving and so are hundreds of other companies.
Sony can buy plenty of companies. Capcom, Square Enix, Konami even Ubisoft.
These moves will just make other companies more aggressive in buying publishers.
 

Kerotan

Member
Activision is not "the market." Yeah losing licensing fees on 3rd party games would definitely hurt a bit. Buying up huge swaths of the industry and then giving away all the games as part of a sub service would also hurt the company that does the buying and needs to now support all of these studios. I mean, it's even more expensive for MS now in terms of what they will need to support (assuming the deal goes through). I think the safe assumption is they will keep selling the games as usual on multiple platforms. If they want to make money, that's what they would do anyway.

I would say wait and see how things shake out. This is yet another batch of old IP that is likely past its prime. WarCraft, StarCraft, Diablo and Crash are not going to make meaningful comebacks to their "heyday." And the deal isn't going to close for another 18 months at best, which means we will be nearly halfway through this console generation anyway. How long will CoD be a huge seller? It won't be forever. Just about everything (except Nintendo franchises, for unique reasons) loses popularity with time.

Acting like this is going to flip everything on its head is reactionary and just not true for so, so many reasons.
Luckily for Sony they won't miss out on the last great horah for cod. Cod4 remastered, Modern Warfare 2019, warzone, Modern Warfare 2 (2022) and cold war 2 (2023). They even got the spyro trilogy, crash trilogy and CTR.

If from 2024 cod goes xbox and pc only it will create a massive void on playstation for a new series to fill.
 
Xbox's and gamepass' problem IMHO is still going to be the lack of new original content at that release cadence you mentioned.

Of the three deals Microsoft have done, the only great one IMO was them getting Minecraft long before it had reached its peak. Both Bethesda and ActivisionBlizzard both seem past their best - and the reason they were available to be bought.

CoD and Halo are essentially rival twitch shooters games - that completely take hold of their gamer audience to the exclusion of playing other games IMO - so owning both becomes problematic in giving both enough breathing space. It also creates a bit of a vacuum on PlayStation - even if Xbox still release CoD on PS5 - and provides a great opportunity for a new FPS IP to fill that role - either from Sony 1st Party or a 3rd party publisher.

I think this is a better way from Microsoft to spend $70b than give it as a dividend to their shareholders, but I don't think it damages PlayStation or the wider games industry much in the long run. CoD, etc will be usurped or run out of legs before they do any lasting damage from being part of this acquisition, would be my guess.
Here is the thing...

1. MS now owns lots of IP and Studios so they can cramp game pass with old games from these IP and pump out new games at the same time which gives people more content for less money than what is being offered by Sony. This is a big issue for Sony and might damage them big time...

2. I don't agree that COD and Halo rival each other because they are two different types of shooters plus Halo infinite is a F2P MP game were as COD has both a F2P (warzone) and annual release option. So Xbox can still benefit from money being made from call of duty on other platforms with Warzone and still get benefits from the exclusive annual releases from infinty ward and treyarch .

3. Just look at some of the major game releases last year = Halo infinite, Deathloop, Forza horizon 5, Psychonauts 2, Call of Duty: Vanguard, Back 4 Blood, MLB: The Show 21 = These were all available day one on game pass and/or is owned by Xbox.

Sony created a lot of good well with the PS4 and they make great games so its no question that they can survive but they won't dominate like they did with PS4 again unless they change their approach. Charging $70 and putting out a small number of games each year isn't going to cut it anymore. At least PS1-PS3, maybe PSP/Vita games should be playable with the PS5 at this point they need more content to compete.
 
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Sony will be fine, if anything I'd see them just doubling down/further investing/possibly expanding their 1st party games. This deal today could put a dent in 3rd party sales on PS but not gonna change a whole lot (imo). Unless MS goes on an even crazier spree buying more big publishers, PS will still easily sell more consoles worldwide but I'm curious to see how they respond with their cloud offerings.
 

Gamerguy84

Member
Made a joke a couple times about MS buying gaming. Here we are and that's exactly what they are doing.

They've been giving it away since 2017 also. So there is money spent not seen. Not to mention all the media and other companies. It all adds up.

Anyone that says xbox is like a side project for MS is wrong. They've probably spent over 120 billion in the last few years.

Anyway I'm primarily a Sony exclusive gamer so there isn't a lot that changes for me. Therr are fee companies that can compete with someone like MS when they just decide they'll buy everything if they can't win it.
 

yurinka

Member
They can't survive on those IP
They don't rely on these IPs to 'survive':

-They sold almost 120M of their console and the newer one would be selling way more if it wasn't for the ship shortages.
-They sold over 1700M games for that console and the newer one according to them has a bigger user engagement.
-They have around 50M subscribers on their game subscriptions.
-They will also be getting a good chunk of money from PC ports of old games, mobile games and movies.

And they have way more IPs than these ones, that's the reason of why MS went to buy Zenimax and Activision.

you can give me big numbers but none of those numbers compare to the wide appeal of Pokémon and Mario Kart.
The PS division make way more money than Nintendo. Because they get that money from more IP and sources.

Playstation as a brand has always relied on 3rd parties
Xbox, PS, all the previous consoles, PC, mobile, VR, arcade... always relied on 3rd parties. Nintendo is the only one who rely on themselves because the major 3rd parties are focused somewhere else.

Call of Duty is huge, and IPs like Warcraft, StarCraft, Diablo, Crash
CoD is huge, but less than 5-10% of the PS users buy them and pretty likely an important chunk of these ones also have an Xbox or gaming PC so won't affect them and will continue with PS, or don't have an Xbox or PC and don't care if they stop getting CoD. If they stop getting it, which may not be the case since according to MS/Acti the said today the same than when the Zenimax acquisition.

Warcraft, Starcraft or Diablo are (or were) big in PC, but nothing on PS. Crash is a former glory, it was big in the PS1, not now.

Part of these sales they may lose will be compensated with the growth PS is having every year, and asigning their budget for marketing deals and exclusives to other top AAA publishers. This acquisition will have a minimal impact on PlayStation.

They could buy the biggest mobile game makers and leave the PC and console race to Microsoft.
Why Sony would leave console to MS when Sony sells 2x the consoles and game subs than MS, and sells more games for console than any other console ever did?

CoD sells 20-30M for each game, so considering around the half of less than that are from PS, not even aprox. 5-10% of the almost 120M PS4 users buy CoD. And PS4 sold 1600-1700M games until they released PS5 (will sell more), and Zenimax being generous didn't sell 50M of them. And part of these sales are thanks to marketing or exclusive deals with Sony, which now will be spend on other companies. And obviously a good chunk of these guys who bought Zenimax and Activision games will continue with PS.

The impact of these acquisitions on PS will be minimal, PS will continue dominating Xbox.

Regarding PC there are a ton of top dogs there, Sony is happy making there some extra bucks selling some millions of units of PC ports of several years old games. They don't care if MS gets stronger on PC. Same goes with mobile, MS will now be one of many top dogs on mobile, which won't affect Sony's mobile games.

Even if Activision continues releasing all their games on PS, if we add the current revenue of MS gaming division and Activision Blizzard is still less than the Sony one.
 
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VulcanRaven

Member
I'm lucky because I don't have any interest in Activison and Bethesta games right now.

Edit: I might consider buying Xbox Series S if the upcoming Indiana Jones game is exclusive. I hope not.
 
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geary

Member
Most of PS gamers say they are not affected, because they dont play CoD, they do not understand what CoD means for PS. If CoD goes exclusive, PS willblose 30% of the console sells, because in reality they are driven by CoD and FIFA players, not GoW players. And also will lose the money generated by CoD games, which will influence future 1st party studio budgets.
 

Alphagear

Member
Go nowhere for me personally.

What got me into the PlayStation brand was Japanese games and that's still the case. Honestly couldn't care less about most Western games including most Sony IPs. Microsoft buying Square Enix or Capcom would shift my allegiance. Maybe Sony needs to put a ring on one of these.

This is a Gigaton acquisition for the average casual gamer who plays COD. I can see it making a huge dent on PS hardware sales and PS Plus subscriptions.
 

GymWolf

Member
Nintendo is thriving with first party support only. Sony would be fine with just first party support.
Sony first party don't always sell like nintendo brands and they cost MUCH more to make.

Sony is never gonna have an animal crossing\pokemon\mario kart selling 20+ mil copy each (while costing 1000 yen each to be made)


I think that they can't just live with only first parties like nintendo.
 
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SLB1904

Banned
Sony first party don't always sell like nintendo brands and they cost MUCH more to make.

Sony is never gonna have an animal crossing\pokemon\mario kart selling 20+ mil copy each (while costing 1000 yen each to be made)


They can't just live with only first parties like nintendo.
well find out soon enough i mean in 2023 or 2024
 

SSfox

Member
Honestly once the "WOW" affect gone, i'm just shill and really don't care, only thing that matters as usual is great and exciting games, you can spent the money in the world but if you don't show me gaming excitement then whatever man, next.
 

fart town usa

Gold Member
Sony might make a good FPS finally.
Seriously,

If Sony loses COD, just make a FPS that pulls out all the stops. I don't know if there's any way to overtake COD in the short term but it's no stretch of the imagination for a company like Sony to simply make a better game. Might take a few years/games to get a massive install base but COD is simply one of the most popular FPS franchises, it by no means signifies that it's the best FPS title.

If you build it, they will come.........but not me cause I don't give a hoot about FPS titles, lol.
 

GymWolf

Member
well find out soon enough i mean in 2023 or 2024
Maybe they are gonna acquire square or capcom to counter M?!

MH is pretty big nowadays, same for the RE, FF online, next main FF is gonna be big, etc.

I would argue that capcom\square brands are more healthy than MOST activision\blizzard brands right now?! (with cod being the big equalizer)

But i really don't see sony spending all these money tbh...
 
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Alphagear

Member
Most of PS gamers say they are not affected, because they dont play CoD, they do not understand what CoD means for PS. If CoD goes exclusive, PS willblose 30% of the console sells, because in reality they are driven by CoD and FIFA players, not GoW players. And also will lose the money generated by CoD games, which will influence future 1st party studio budgets.

Completely agree. Most people on this forum are speaking as hardcore gamers. Most gamers are casual playing FIFA and COD.

Though 30% is a huge exaggeration. Did the PS1 and PS2 need COD to sell 100-150 consoles? People are really underestimating how strong the PS brand really is but this can change very quickly if Microsoft gobbles up a couple of Japanese publishers like Square Enix and Capcom.
 

Swift_Star

Banned
I'm making perfect sense. Sony relies on those games developed by the publishers that Microsoft has gobbled up. Nintendo has not. Nintendo relies on their own IPs. Unlike those games that Sony relies on, Microsoft can not take those games away from Nintendo.
The delusion lmao
 

EruditeHobo

Member
I will do what always did, support good games that I want to play. Simple.

This changes almost nothing for me... I haven't bought a COD in years & was always getting D4 on PC. And frankly if I do start using gamepass on my PC, for a month or two a year because they eventually have what I'd consider can't-miss games on their service, that's probably a good thing. For the market, & for me.

Doesn't change much for Playstation. They will continue to do what they do, and what has been working for them for years. If the time does come where it's clear they need to make a larger transition toward sub/cloud gaming, I'm sure they will do that... but it is not this day.

I still don't see gamepass as in any way sustainable, depends on what they do with it. Only time will tell.
 
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Doesn't change much for Playstation. They will continue to do what they do, and what has been working for them for years. If the time does come where it's clear they need to make a larger transition toward sub/cloud gaming, I'm sure they will do that... but it is not this day.

It literally changes everything for Playstation though. They can't "continue to do what they do" without third party sales.
 

fart town usa

Gold Member
Completely agree. Most people on this forum are speaking as hardcore gamers. Most gamers are casual playing FIFA and COD.

Though 30% is a huge exaggeration. Did the PS1 and PS2 need COD to sell 100-150 consoles? People are really underestimating how strong the PS brand really is but this can change very quickly if Microsoft gobbles up a couple of Japanese publishers like Square Enix and Capcom.
I'd be devastated if MS or Sony were to buy Capcom.

I just want Capcom to be Capcom. They finally seemed to have removed their head from their ass and are the best they've been in years. Granted, I would prefer Sony buy them if it was going to happen but man, it's nice to have smaller successful companies do their own thing and chart their own course.

The one Japanese company I'd actually be excited for MS to buy would be SEGA. Sorry to the SEGA fans but their games are largely trash and have been for quite some time, being under the MS umbrella might give them some focus and increase the quality of their output.
 
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