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[GigaBowser]

Let's look at the math here

Sony purchases a smaller dev Insomniac for $229 million who have talent but little known IP

They now have a consistent 20 million selling IP in Spiderman

If for some crazy set of circumstances Capcom wanted to sell and Sony bought them it would cost them 5 billion dollars, and they only have a couple 10 million (at best) selling franchises that are less impressive even because they're multiplats.


MS's never ending pockets can afford them to make ridiculous purchases like 70 billion for COD.

A strategy that may be good for one is not good for the other.

Nintendo is breaking sales records for Switch with first party studios alone and a lot of those games are pretty low budget to make.

Playstation's brand value and development talent is what's going to see them through because all their first party franchises are starting to put up the big numbers

GOT 8 million
Horizon well over 10 million
GOW 20 million plus
Spiderman 20 million plus

 

[StealthGoblin]

Sony’s strategy currently works for them, but they are at the mercy of their being other friendly 3rd parties. Before this gen started we heard that their strategy was deals with the biggest third parties.

Microsoft’s strategy is to carve out gaming as their own so that Google, Apple and Meta stay the hell away. In doing this, they limit PlayStation too. D

 

[Warablo]

 

[Leyasu]

Sony will be fine even with cod gone.

No need for threads like this.

I remember before the other place existed, we used to get at least 2 variations of the same “how can/would you save Xbox “ thread per week.

I get the feeling that these types of threads are set to replace them lol

 

[MrFunSocks]

Spider Man and co only sold that many copies because people bought the console they are on because of games like Call of Duty. This argument falls flat on its face instantly.

 

[Heimdall_Xtreme]

What happend to Japan Studio is a lack of respect to Sony in general.

 

[James Sawyer Ford]

Spider Man and co only sold that many copies because people bought the console they are on because of games like Call of Duty. This argument falls flat on its face instantly.

Uhhh, no

Gamers have a wide variety of tastes. As big as CoD is, only a fraction of gamers buy it

 

[Warablo]

Uhhh, no

Gamers have a wide variety of tastes. As big as CoD is, only a fraction of gamers buy it

Only like 15% of Playstation profits is from 1st party games. So majority is DLC/microtransactions and third party sales.

 

[MrFunSocks]

Uhhh, no

Gamers have a wide variety of tastes. As big as CoD is, only a fraction of gamers buy it

Something absurd like 55% of all gamers play COD according to the stats lol.

I guess 55% is a fraction so you're not wrong, it's just a lot bigger of a fraction than you thought it was.

They also play NBA, Fortnite, Madden, and FIFA. If the PS6 didn't have them, 20 million people wouldn't be buying Spider Man 3 on it.

 

[Amiga]

Sony now need to do more of this. They don't need IP. they need more developers. And they need to go back to taking risks again. Been on safe coasting mode for a couple of years now.

 

[GigaBowser]

Only like 15% of Playstation profits is from 1st party games. So majority is DLC/microtransactions and third party sales.

You can't put out that number and call it a day.

How many more consoles did Sony sell than Xbox last gen even though they had pretty much the same third party support?

120 million to 40 million and a lot of those were because of the first party difference makers.

 

[jufonuk]

Let's look at the math here

Sony purchases a smaller dev Insomniac for $229 million who have talent but little known IP

They now have a consistent 20 million selling IP in Spiderman

If for some crazy set of circumstances Capcom wanted to sell and Sony bought them it would cost them 5 billion dollars, and they only have a couple 10 million (at best) selling franchises that are less impressive even because they're multiplats.


MS's never ending pockets can afford them to make ridiculous purchases like 70 billion for COD.

A strategy that may be good for one is not good for the other.

Nintendo is breaking sales records for Switch with first party studios alone and a lot of those games are pretty low budget to make.

Playstation's brand value and development talent is what's going to see them through because all their first party franchises are starting to put up the big numbers

GOT 8 million
Horizon well over 10 million
GOW 20 million plus
Spiderman 20 million plus

The math here is Nintendo wins.

Sony an MS have to recoup costs

Then out bid each other to compete

Nintendo is gonna Nintendo.

Oh lower budget game sells a lot. Profit
Underpowered machine selling close to a 100 million. Profit on the sales.

Meanwhile their is the very strong possibility Sony and MS are going to play a crazy game with each called

Spend crazy amounts to buy a publisher have to break even.

 

[lh032]

Let's look at the math here

Sony purchases a smaller dev Insomniac for $229 million who have talent but little known IP

They now have a consistent 20 million selling IP in Spiderman

If for some crazy set of circumstances Capcom wanted to sell and Sony bought them it would cost them 5 billion dollars, and they only have a couple 10 million (at best) selling franchises that are less impressive even because they're multiplats.


MS's never ending pockets can afford them to make ridiculous purchases like 70 billion for COD.

A strategy that may be good for one is not good for the other.

Nintendo is breaking sales records for Switch with first party studios alone and a lot of those games are pretty low budget to make.

Playstation's brand value and development talent is what's going to see them through because all their first party franchises are starting to put up the big numbers

GOT 8 million
Horizon well over 10 million
GOW 20 million plus
Spiderman 20 million plus

 

[adamsapple]

MS's never ending pockets can afford them to make ridiculous purchases like 70 billion for COD.

 

[Warablo]

You can't put out that number and call it a day.

How many more consoles did Sony sell than Xbox last gen even though they had pretty much the same third party support?

120 million to 40 million and a lot of those were because of the first party difference makers.

Oh Im not insulting Sony's first party. They were great, especially the PS4 era. Xbox had a horrid start and lost a ton of marketshare. Now they are trying to gain that marketshare back with Game Pass and acquiring developers to put out content for the service.

This is more about how CoD is a big third party game in the grand scheme of things. So it could hurt Sony really bad.

 

[Xaero Gravity]

Spoiler

I don't know if I'd say one strategy is necessarily better than the other, but Sony's current one is working for them so as of now they don't need to change, nor do they need you doing pro bono PR work/damage control on a message board

 

[boomcrab]

I agree with you OP if Sony just makes individual studio acquisitions like they did throughout this last year they got nothing to worry about. They just need to make smart purchases that make sense, like housemarque for example. If they do this 1-1 for each ip that Activision owns, they'd end up spending way, way less. Microsoft is just tastelessly throwing their money everywhere. We're now in Sony's Moneyball phase boys!

 

[James Sawyer Ford]

Something absurd like 55% of all gamers play COD according to the stats lol.

I guess 55% is a fraction so you're not wrong, it's just a lot bigger of a fraction than you thought it was.

They also play NBA, Fortnite, Madden, and FIFA. If the PS6 didn't have them, 20 million people wouldn't be buying Spider Man 3 on it.

Receipts

 

[jshackles]

DO THE MATH

 

[Ic3man]

Copium

 

[THE DUCK]

The math here is Nintendo wins.

Sony an MS have to recoup costs

Then out bid each other to compete

Nintendo is gonna Nintendo.

Oh lower budget game sells a lot. Profit
Underpowered machine selling close to a 100 million. Profit on the sales.

Meanwhile their is the very strong possibility Sony and MS are going to play a crazy game with each called

Spend crazy amounts to buy a publisher have to break even.

Nintendo is actually on cycle to put out a dud based on their history, they can "nintendo" but it might not work as well as you think. It's this kind of arrogance that launched the crappy wii U and it's underpowered system.
The only thing that will likely save them this time is that they don't have a true competitor in the mobile space, if they had one things would be drastically different going forward.

 

[THE DUCK]

Purchasing smaller studios is well and fine, but some will work out and others won't. Hasn't MS done this as well?

 

[kyliethicc]

 

[MrFunSocks]

Receipts

"The deal that will change the industry forever": Analysts on Microsoft's Activision acquisition

The number of mergers and acquisitions taking place across the games industry has dramatically risen in recent years, b…

www.gamesindustry.biz

"The two biggest hits in this sense are Activision's Call of Duty and Take-Two's Grand Theft Auto -- played by 55% and 41% of console gamers, respectively. Nothing else in MIDiA's games tracker comes close.

Receipts provided

 

[Sosokrates]

What AAA developers are even left? They all seemed to be a subsidiary or a publicly traded company.

I was thinking sony could buy remedy but its stock is divided between all sorts of owners, including Tencent owning 14%.

So I dont think sony really have a choice if they want to maintain a competitive games line up.

If all these pubs are going to be gone, I think sony will need at least 25devs to remain as strong as they are, also legacy content will become more important then ever for them.

 

[jufonuk]

Nintendo is actually on cycle to put out a dud based on their history, they can "nintendo" but it might not work as well as you think. It's this kind of arrogance that launched the crappy wii U and it's underpowered system.
The only thing that will likely save them this time is that they don't have a true competitor in the mobile space, if they had one things would be drastically different going forward.

Aye you could be right. Yeah it was that arrogance that led to the Wii-U. Expecting it to sell on name alone. With a really unclear sales pitch. Is the Wii-U a tablet add-on? Etc.


But what if all the studio acquisitions lead to a flop in sales. What if the next CoD doesn’t sell as well? how long before it gets shut down or worse yet turned into a bland cookie cutter designed by committee appeal to lowest common denominator route. What if they go the way of Rare? If MS or Sony keep spending mad money they need to break even. For any reason over time it doesn’t work out this way. How long until things get moved around led changed or thrown away ?

 

[Damigos]

I really enjoy those playstation is dead threads, while it is the best selling platform for 4 of the 5 last generations, lost only by the wii

 

[jufonuk]

Why does Ben Affleck do better acting when smoking compared to when he is actually trying to act ? Just give him something to smoke the whole film.

 

[Dolomite]

These threads man are you convincing us or yourself

 

[James Sawyer Ford]

"The deal that will change the industry forever": Analysts on Microsoft's Activision acquisition

The number of mergers and acquisitions taking place across the games industry has dramatically risen in recent years, b…

www.gamesindustry.biz

Receipts provided

Not provided. That stat can literally mean anything without more specificity

Are 55% of these gamers playing CoD every single year or have 55% of all console gamers at one time played CoD?

 

[MrFunSocks]

What AAA developers are even left? They all seemed to be a subsidiary or a publicly traded company.

I was thinking sony could buy remedy but its stock is divided between all sorts of owners, including Tencent owning 14%.

So I dont think sony really have a choice if they want to maintain a competitive games line up.

If all these pubs are going to be gone, I think sony will need at least 25devs to remain as strong as they are, also legacy content will become more important then ever for them.

Add another $12B to Take Two because of the Zynga acquisition, and then add another at least $10bil on top of that one and the EA one which is what would be required to buy them as you have to pay above market value.

I really enjoy those playstation is dead threads, while it is the best selling platform for 4 of the 5 last generations, lost only by the wii

The Switch will outsell the PS4 with ease, and at this rate will probably outsell the PS5 as well, so take another 1 off that 4 of the last 5.

Also where did you get 5 from? We're only up to the PS5, and the generation isn't over so it's a bit premature to name the PS5 as the best selling console of the generation lol.

Not provided. That stat can literally mean anything without more specificity

Are 55% of these gamers playing CoD every single year or have 55% of all console gamers at one time played CoD?

hahah..... wait I'm not allowed to laugh, I'll get banned.

You asked for the receipts, I gave you the receipts. You can question the receipts all you want, but the receipt is still there for all to see to back up my statement. If you don't believe that reporting firm, take it up with them. As for your question, it doesn't matter in relation to what I said.

 

[James Sawyer Ford]

Add another $12B to Take Two because of the Zynga acquisition, and then add another at least $10bil on top of that one and the EA one which is what would be required to buy them as you have to pay above market value.

The Switch will outsell the PS4 with ease, and at this rate will probably outsell the PS5 as well, so take another 1 off that 4 of the last 5.

Also where did you get 5 from? We're only up to the PS5, and the generation isn't over so it's a bit premature to name the PS5 as the best selling console of the generation lol.



hahah..... wait I'm not allowed to laugh, I'll get banned.

You asked for the receipts, I gave you the receipts. You can question the receipts all you want, but the receipt is still there for all to see to back up my statement. If you don't believe that reporting firm, take it up with them. As for your question, it doesn't matter in relation to what I said.

It’s not that I don’t believe the reporting firm, it’s that the claims are not specific enough to make an actual judgment in rating importance to support your argument that Spider-Man sales are merely a byproduct of CoD gamers

It’s a rush to conclusions nonsensical argument not supported by any kind of facts. And even if that stat is meaning active userbase, it has no way of informing you as to whether they purchased a console specifically for CoD merely because they play/played it

 

[SlimeGooGoo]

.

 

[Inviusx]

Let's be real. Sony need an answer to Gamepass and they need it in 2022. People will only pay full price for games for so long before they realise that Microsoft have a better solution for them.

 

[Gameplaylover]

Microsoft did the math and they did not buy Activison just to sell more games or consoles than Sony. It sounds good, but don't forget those games are unlike Nintendo's really expensive to make and need tons of marketing money + very fast price drops to reach those sales. Also they are risky, one flop is a huge loss.

120 million to 40 million and a lot of those were because of the first party difference makers.

More like the price advantage and Microsoft's marketing disaster. At launch Microsoft even had more exclusives and Sony's first big game came not until 2016 and by that time they were already so far ahead, they would have easily won the gen by a landslide no matter what. Not saying Sony's games didn't help, but the vast majority was because of the launch price advatange.

 

[THE DUCK]

Aye you could be right. Yeah it was that arrogance that led to the Wii-U. Expecting it to sell on name alone. With a really unclear sales pitch. Is the Wii-U a tablet add-on? Etc.


But what if all the studio acquisitions lead to a flop in sales. What if the next CoD doesn’t sell as well? how long before it gets shut down or worse yet turned into a bland cookie cutter designed by committee appeal to lowest common denominator route. What if they go the way of Rare? If MS or Sony keep spending mad money they need to break even. For any reason over time it doesn’t work out this way. How long until things get moved around led changed or thrown away ?

Things could go well or badly for COD, who knows, but they do have a history of delivering to their fans.

I think Nintendo can still be successful, but they need to be attentive and careful with what they release and how they treat their fans.

Switch 2 needs to be:

- Reasonably powerful (i.e at least at the level of the Steam deck)
- Still a hybrid
- Better joycons
- Backwards compatible with games library being included and not needing to be re-bought
- priced at $399 or less
- Need some 3rd party support

If they decide:
- Not much better than switch
- Same lame joycons
- No backwards compatibility - no games come over from switch for free
- Re-charge for remasters once again
- Priced at over $399
- Start to lose 3rd party support either do to lack of sales or other companies buying up 3rd party developers for exclusivity

Then they will have issues.

 

[THE DUCK]

Let's be real. Sony need an answer to Gamepass and they need it in 2022. People will only pay full price for games for so long before they realise that Microsoft have a better solution for them.

I have to agree with this, 25 million and growing is staring them in face. It's pulling gamers away from their ecosystem little by little. Even if 10% of those subs are discounted and no value, assuming that the vast majority are ultimate (likely since you need gold in most cases), that's 4 Billion dollars a year in re-occurring revenue and it doesn't even include any game sales or addons.
That's hard to ignore.

 

[Kenshin775]

"The deal that will change the industry forever": Analysts on Microsoft's Activision acquisition

The number of mergers and acquisitions taking place across the games industry has dramatically risen in recent years, b…

www.gamesindustry.biz

Receipts provided

WTF more people play CoD than GTA. Wow. I know GTA5 was at like 150 million. I just assumed GTA or fortnite was the most played franchise on consoles. I honestly didn't know CoD was that popular.

 

[Shmunter]

Another angle to it all is if MS pulls big franchises like COD, the PS eco system will be fertile ground for other 3rd parties to gain ground. If you can't play COD, you'll play something else. Assuming the user base remains class leading.

 

[SlimySnake]

It’s not that I don’t believe the reporting firm, it’s that the claims are not specific enough to make an actual judgment in rating importance to support your argument that Spider-Man sales are merely a byproduct of CoD gamers

It’s a rush to conclusions nonsensical argument not supported by any kind of facts. And even if that stat is meaning active userbase, it has no way of informing you as to whether they purchased a console specifically for CoD merely because they play/played it

I think we can safely say that the 45 million ps+ subscribers are not buying it for Spider-Man. Gta online and cod are consistently the top selling games of the year for a reason. People still play them.

Another research firm estimated that Sony will lose $300 million a year from losing cod. But that’s just revenue from digital sales and royalties. The impact cod userbase has on ps is immeasurable.

Sony didn’t just lose the top selling game of the year. They lost the top 1 and 3rd best selling game of the year. Last years cod actually charted that high because that’s just how well these games sell through out the year. So in effect they lost two best selling games. Then there is warzone which makes $5 million a day.

 

[Sosokrates]

Microsoft did the math and they did not buy Activison just to sell more games or consoles than Sony. It sounds good, but don't forget those games are unlike Nintendo's really expensive to make and need tons of marketing money + very fast price drops to reach those sales. Also they are risky, one flop is a huge loss.

More like the price advantage and Microsoft's marketing disaster. At launch Microsoft even had more exclusives and Sony's first big game came not until 2016 and by that time they were already so far ahead, they would have easily won the gen by a landslide no matter what. Not saying Sony's games didn't help, but the vast majority was because of the launch price advatange.

They did it sell more more gamepass subs and games on console, cloud and PC.
The PS4/5 is not included fully in the "console" category for Microsoft because there business plans are just not compatible. While I dont think Microsoft wants destroy playstation or be seen as a tyrant, unfortunately both of there business goals are very similar which limts cooperation substantially.

 

[Soltype]

 

[Deputy Moonman]

Are Insomniac IP's really that unknown?

Spyro
Ratchet & Clank
Resistance
Sunset Overdrive

Then they were bought by Sony and released Spiderman

 

[MrFunSocks]

Are Insomniac IP's really that unknown?

Spyro
Ratchet & Clank
Resistance
Sunset Overdrive

Then they were bought by Sony and released Spiderman

Spyro belongs to Microsoft now btw.

 

[James Sawyer Ford]

I think we can safely say that the 45 million ps+ subscribers are not buying it for Spider-Man. Gta online and cod are consistently the top selling games of the year for a reason. People still play them.

Another research firm estimated that Sony will lose $300 million a year from losing cod. But that’s just revenue from digital sales and royalties. The impact cod userbase has on ps is immeasurable.

Sony didn’t just lose the top selling game of the year. They lost the top 1 and 3rd best selling game of the year. Last years cod actually charted that high because that’s just how well these games sell through out the year. So in effect they lost two best selling games. Then there is warzone which makes $5 million a day.

That doesn’t support his argument that most people buying Spider-Man are doing so because they bought the system primarily for CoD

I understand CoD is big. That’s not the debate

 

[Sosokrates]

Another angle to it all is if MS pulls big franchises like COD, the PS eco system will be fertile ground for other 3rd parties to gain ground. If you can't play COD, you'll play something else. Assuming the user base remains class leading.

This opinion seems so unrealistic, its like saying xbox dont have final fantasy which gives a Ripe opportunity for something to fill dat segment...

If your into FPS games Xbox is the way to go, there FPS iP demolishes sonys.
Its so one sided that anyone who says otherwise cant be taken seriously.

 

[Shmunter]

Lol this take is so cringe, its like saying xbox dont have final fantasy which gives a Ripe opportunity for something to fill dat segment...

If your into FPS games Xbox is the way to go, there FPS iP demolishes sonys.
Its so one sided that anyone who says otherwise cant be taken seriously.

Errrrr.....

 

[Dr Bass]

"The deal that will change the industry forever": Analysts on Microsoft's Activision acquisition

The number of mergers and acquisitions taking place across the games industry has dramatically risen in recent years, b…

www.gamesindustry.biz

Receipts provided

I don’t know how they got these numbers but they don’t seem to hold up to two minutes of scrutiny

The Highest-Selling Call Of Duty Games, Ranked (& How Much They Sold)

Published by Activision and developed by different studios, Call of Duty is one of the most popular franchises ever. Here's how its games compare.

gamerant.com

The highest selling CoD game, which is like ten years old, only sold 30 million copies. There are at least 115 million PS4s out there … how many Xboxes?

They would need to be selling like 80+ million units to have 55% of console gamers playing it. Again CoD is popular but it’s still just one game. Your argument about people buying Spider-Man because they already bought CoD is just wrong. The numbers don’t support what you’re saying at all. And if they did why isnt that knock on effect seen elsewhere?

 

[Deputy Moonman]

Spyro belongs to Microsoft now btw.

And that's all fine and good. I know the point the OP was making but not sure Insomniac was the best example.

 

[aclar00]

eh...they may need a combination of the two...Sony's biggest issue is the possibility of losing to MSFT on the sheer number of exclusives. Taking 10 years to organically grow PS Studios will just take too long and won't help that.