I say it again. I'm not interested in fortune-telling on coffee grounds.
Yeah, right....
-
Hey, guest user. Hope you're enjoying NeoGAF! Have you considered registering for an account? Come join us and add your take to the daily discourse.
Yeah, right....
PropellerEar
Member
3:1 without supply constraints easy, now I said it too..
And you have a dude in this very thread claiming that it would easily be 3:1 without supply constraints. Meanwhile in reality, it's something like 1.3:1.
I think he's talking about Sony's business not Microsoft's. Everything doesn't have to be seen through the prism of fanboy wars.
Tiago Rodrigues
Member
Those games will be just like Miles Morales and Forbidden West...they won't be selling at their full potential when they come out.
He literally says that putting the game on a subscription will reduce its quality.
Microsoft has yet to prove that this is not true.
Because, with the exception of Forza, at the moment there is no game that would be at the level of Sony's investment, for example, in the conditional Horizon FW
anthony2690
Banned
I'm impressed you found some near 2 year old messages, I know who to ask when I need to find something XD
And you have a dude in this very thread claiming that it would easily be 3:1 without supply constraints. Meanwhile in reality, it's something like 1.3:1.
We literally have statistics that the Series S is not in short supply at all, and you can buy it right now, in almost any country.
Are you telling me that people would still choose this console if there was no shortage on the series X and Ps5?)
nominedomine
Banned
But they'll keep that high demand for PS5 going.
Sony hasn't truly shown their hand, they pretty much only announced future Insomniac games out of their about 20 internal studios. Yet Spider-Man 2 and Wolverine alone already guarantee 2022 and 2023 will be big years for PlayStation.
PS4 didn't have a 2.3:1 lead early in the gen, the Xbox One started pretty strong contrary to what people believe it just lost steam over the years and the sales pretty much collapsed. An entire generation is 8+ years, we are on year 1.5 during a worldwide chip shortage, were MS has the advantage they have a console that is much easier to produce and that retails for $300. We also don't even have official numbers of shipped Xbox Series consoles (or Xbox One's for that matter).
Last edited:
Bernd Lauert
Banned
3:1 without supply constraints easy, now I said it too..
mansoor1980
Gold Member
good numbers despite shortages of hardware , future of playstation family looking healthy as usual.
anthony2690
Banned
I'm not really interested, I was just impressed at some users dedication to find some old messages on this site.
Dick Jones
Gold Member
Even if the new PS Plus basic stays flat, PSNow will become available in more countries means its revenue will increase under the PS+ banner.
nominedomine
Banned
So will cost, for the new PS+ model to make sense financially for Sony it also needs to result in more users joining the service.
Last edited:
kyliethicc
Member
The Sony TSMC fab thing isn’t for PS5 SoCs. It’s not even the right node.
Sounds more like he’s saying that they have a new contract with TSMC for 2024.
Probably for an N5 die shrink for the PS5 slim.
Last edited:
Heisenberg007
Gold Journalism
We just need to look back at the Xbox One / PS4 generation and see what was the difference between the two consoles after ~18 months. From there we can make a more educated guess of how the rest of the generation is gonna go. I still expect PS5 to outsell Xbox 2:1 (not by 3:1 though, as even PS4 didn't do that).
Does anybody have that information? ^
Bernd Lauert
Banned
That would be a blind number extrapolation while disregarding everything else. Things have changed quite a bit.
GHG
Gold Member
MasterCornholio
Member
Low PS5 shipments last quarter (2m) as forecasted.
Positives are that they expect a significant improvement this fiscal year (at least 18m) and also long term with TSMC deal.
They're also factoring big investements for acquisitions so less profits with higher revenues
Positives are that they expect a significant improvement this fiscal year (at least 18m) and also long term with TSMC deal.
They're also factoring big investements for acquisitions so less profits with higher revenues
Last edited:
twilo99
Member
Are you saying that someone is physically forcing these people to buy something they don’t want?
Tiago Rodrigues
Member
For such a highly obsessed forum in regards of acquisitions it's interesting how this hasn't been mentioned much so far.Low PS5 shipments last quarter (2m) as forecasted.
Positives are that they expect a significant improvement this fiscal year (at least 18m) and also long term with TSMC deal.
They're also factoring big investements for acquisitions so less profits with higher revenues
Topher
Gold Member
I don't know of any "armchair analysts" who predicted the supply issue stretching this far into the generation. No, PS5 isn't the only console being limited, but we don't know what the ratio would be if supply were not constrained. As long as demand continues to outpace supply then the numbers are going to reflect how many units are actually produced. Regardless, both Xbox and PS are doing very well this generation and this is a good thing.
Lognor
Banned
Lognor
Banned
Yep. Do we know the split between series s and x sales? I wonder how far off Xbox would be if they hadn't released the series s. I know a lot of people hate the idea of the series s but it was a brilliant move by Microsoft.
Topher
Gold Member
We don't know Xbox numbers at all, unfortunately. Series S has been a great stopgap for Microsoft. Remains to be seen how successful it will be if/when XSX supply surpasses demand. At that point, we may find out if XSS was the console that people really wanted or merely the console they could actually get.
Banjo64
cumsessed
Are you saying Sony would have sold 45m PS5s in 18 months?3:1 without supply constraints easy, now I said it too..
Bernd Lauert
Banned
Topher
Gold Member
I think the assumption being made is that if PS5 were widely available then Xbox sales would be a lot less. Not sure I buy that, but I think that would be the only way to get to that 3:1 ratio considering it took PS4 two full years to get to 30 million sold.
ChorizoPicozo
Member
Nothing about acquisitions? No party. meh.
Physiognomonics
Member
I still think killing PS4 production (using 16nm tech) was an error. They could have sold Pro to counter series S consoles at the same price.
Heisenberg007
Gold Journalism
So I collected some information. This past record should give us some insights into how PS5 and Xbox Series consoles are stacking up against each other and may give us some idea on what the sales ratio could be by the end of this generation.
Xbox One sold 10 million units by Nov. 2014. PS4 had sold ~14 million units in the same time frame. Ratio of 1.4, pretty much the same as it is right now. Source.
The sentiment at that time was that "Sony's winning streak might be coming to an end soon."
In April 2015, Xbox One outpaced PS4 (deja vu!), and Xbox One sales were reportedly up by 63% from last year.
The sentiment at that time was that, because of the price cut and other reasons, PS4 will have a hard time competing with and outselling Xbox.
Then from late 2015 onwards, Xbox One sales started declining.
I believe that the current-gen is following the same trends as the last-gen did. Early adopters purchased PS and Xbox when both systems launched amid supply shortage. PS4 outsold Xbox by around 1.3 - 1.4. However, deeper into the generation, especially after late 2015 when supplies started becoming more and more common, PS4 continued gaining lead over Xbox One consoles.
I think it's safe to assume, unless somethings dramatically change the future course, that we'll be seeing a very similar generation unfolding over the next few years.
adamsapple
Or is it just one of Phil's balls in my throat?
Damn, that hardware spike is a lot closer than I imagined it would be.
Massive spike up in Q4 2021 for Xbox, must have been a good Christmas period.
GG on both for selling as well as they are considering the state of the industry and chip shortage.
Last edited:
OmegaSupreme
advanced basic bitch
I don't recall supply constraints being so much an issue in any prior generation. I know Wii's were hard to come by for a long time.
SLB1904
Banned
Yeah don't expect to get any better soon.
adamsapple
Or is it just one of Phil's balls in my throat?
Wii's were straight up selling like hot cakes due to popularity from a non-gaming crowd.
The intense chip shortage phenomenon is this generation only and it doesn't look like it'll get resolved 100% by 2024 at the earliest.
Bernd Lauert
Banned
I'd be very surprised if we got a repeat of last generation. Things have massively changed after all.
yurinka
Member
Sony made this year 409,355 million yen in 'networking services' of their gaming division, vs 382,950 last year. If Plus stays flat, means they increased PS Now.
During Q1, Q2 and Q3 PS Plus was slightly higher YoY, but in Q4 was slightly down YoY. Sooo seems many people during Q4 instead of renewing Plus went to buy PS Now due to Spartacus to stack years of PS+ Premium.
Acquisitions budget increased to $30B?Apparently Sony's CFO said Sony plans on investing $30 billion ($4 trillion yen) into strategic investments
Also, this is their progress so far on their 4th mid-range plan
The gaming division expects a 33% revenue growth YoY and a %10 down in operative income.
They expect a 56% increase in HW sales which may be sold at a lost, let's say include these PS5 and maybe some PSVR2.
Then they will get a bump in services with Spartacus. But seems there's a huge cost missing here:
How about the acquisition of one or multiple companies with many thousands of workers, like big publishers? $30B means now they can afford bigger stuff like Bandai Namco or Square Enix.
The only big change we saw so far this gen it's the lack of chips, blocking Sony to break even more gaming history records for a console maker due to being severely supply constrained.
Sony keeps having more revenue, more MAU, more game subs, more 1st party sales, more total software sales etc. Sony has been performing better than ever and experiencing growth in all areas.
Sony will repeat this generation as market leader, specially once they get rid of the chips shortage. Nothing leads to think this will change (only the possibility of the chips issue getting worse instead of improving during the next couple of years).
XBO sold probably somewere between 50-60M while PS4 is a 117M and continues being sold (when allowed by the chips shortage).
Unlike the previous generation, all Xbox Series exclusive have been day one on PC and in GP. So gamers with an Xbox and a gaming PC this generation don't need to buy a console or the games.
PS5 has been improving and growing in every area (the most important one being revenue and profit, because allows to reinvest it to grow more) breaking many gaming history records set by PS4 even if severely supply constrained and many things point out that the demand for PS5 is huge worldwide.
I think that at the end of this generation the distance between Sony and Xbox won't have decreased until being almost tied, but instead will grow to almost 3:1 in hardware. Nothing leads to think it's going to be the case. When shipments allowed it, PS5 was in line to be the best selling home console ever. Only a more severe lack of cihps stopped this, new shipped units continue being sold out in minutes.
Regarding game subs I expect Sony to continue 2:1 in subbers compared to MS but with a profitable approach due to no full AAA games included there day one.
There is no data suggesting this.
Did MS share their worldwide hardware sales? 1st party sales? Total game sales for their consoles? Profits/operative income of their gaming division?
Last edited:
Hezekiah
Banned
18m would be amazing, and gives the opportunity to sell really big numbers on the software side, particularly given GoW, Factions and Final Fantasy 16 are all likely coming this FY, not to mention the number of gamers wanting next-gen before diving into HFW, GT7, Miles Morales etc.
OmegaSupreme
advanced basic bitch
I'm not sure and this isn't me just playing other side here. Most of the big games that MS has acquired through acquisition will still come to PlayStation. PS simply has the bigger brand loyalty. It's really a wait-and-see about what MS does to entice Call of Duty type gamers over. Exclusive maps? Timed exclusive? Side games?
TheTony316
Member
The most impressive about this is the nearly 35 billion in revenue. That's more than Nintendo and Xbox combined.
JackSparr0w
Banned
Don't be this guy. Knock off all this baiting and platform warring.
19m total PS5s while Steam alone has 27m online at the same time every evening
Console gaming peaked with PS2 and even Sony is now begging for some sales from PC gamers.
Console gaming peaked with PS2 and even Sony is now begging for some sales from PC gamers.
Last edited:
Tiago Rodrigues
Member
What is this post lmao19m total PS5s while Steam alone has 27m online at the same time every evening
Console gaming peaked with PS2 and even Sony is now begging for some sales from PC gamers.
Topher
Gold Member
19m total PS5s while Steam alone has 27m online at the same time every evening
You really think units sold is a valid comparison to number of accounts online?
I don't get this "begging" argument any more than I get the narrative that PC gamers are "port beggars".
TheTony316
Member
19m total PS5s while Steam alone has 27m online at the same time every evening
Console gaming peaked with PS2 and even Sony is now begging for some sales from PC gamers.
This comparison doesn't even make sense.
Thirty7ven
Banned
People say stock up on gold, silver, bitcoin, but I think IQ is the one that keeps rising in value.
Bernd Lauert
Banned
Where do you see $35b in revenue?
SLB1904
Banned
it makes no sense lol
Similar threads
- Locked