That would be not far off of 25 million shipped then. Sony, Nintendo and Microsoft all use shipments (sold to stores) when reporting sales and revenue data but analysts estimate sell-through (sold to consumers).
Isn't hardware revenue the known fact? Did we get unit declines? This could be the reason for the discrepancy. People confusing revenue for units in the percentage decline.
What you're seeing here is confirmation of whay Jim Ryan said, that Sony is too dependent on third party. Their current first party output isn't enough to sustain the company as it exists today without the cut from third party game sales. Sony already confirmed that gamers are buying fewer full price games since the launch of the PS5. Add to that increased development costs and longer development timelines and it becomes clear that the premium $70 single player model folks are saying Sony needs to stick to won't be enough unless they can release a lot more games a lot faster.
What's happening here? Record low number of first party games sold since they record those numbers? Even their game sales is overall lower than what they did in Q2 2019. I thought their PC ports combined with subcription services was a great combo strategy? I mean, they are highly cannibalizing their sales, even multiplat sales, with their services strategy.
Also their margins are super low compared to the PS4 end of era. Services give their less profits than traditionnal sales?
As far as I remember Sony doesn't publish non owned IPs, or have they changed their stance on that?
By raising services prices and selling more hardware. They actually sold less games than in 2019.
Which is why MS’s strategy on buying up major third parties is not just strengthening them but hurting Sony majorly at the same time, something MS knows (the “thought experiment”) and regulators failed to pick up or were unwilling to do so.
First party is down because Gamers buy a PS5 to play PS5 games. The vast majority of Sony's catalog is PS4 games, which much of the userbase has already played. SM2 is the first big PS5 title that Sony has released, so surely those numbers will increase as Sony expands their PS5 1st party games
What's happening here? Record low number of first party games sold since they record those numbers? Even their game sales is overall lower than what they did in Q2 2019. I thought their PC ports combined with subcription services was a great combo strategy? I mean, they are highly cannibalizing their sales, even multiplat sales, with their services strategy.
Also their margins are super low compared to the PS4 end of era. Services give their less profits than traditionnal sales?
Mmmh. I doubt of it. Gamers buy ps5 for Fortnite, Cod, Madden, Soccer games…primarily.
I wasn't talking about PS5 exclusives. And, as of right now, all of those games can be played on last generation consoles
That's his point and why he's asking. Read what he replied to. He is saying he thinks it's the same as Bloodborne or Demon's Souls unless it has changed recently and they are publishing unowned IPs.
What will you be eating when Spider-Man 2 passes 15 million?
They look to be selling about 1/3rd more per quarter than last year, so if they keep that trend, they could reach it. That would get them around 6m more units than last year. With the Spiderman 2 bundle now being 500 flat on amazon, that may just push it over the edge.
Figures. Welfare's Xbox estimate has always been on the higher side. Here is what his estimate has been QoQ.
Exactly. The fact that Microsoft was able to gain control one of Sony's largest third party gaming revenue streams created a risk to the traditional sales model that made PlayStation so successful. They can't count on exclusivity deals and marketing deals the way they used to because other companies can buy whole publishers to prevent those deals.
Even if they fall short, it's absolutely going to beat that PS2 record.
There are other factors as well. There are fewer PS5's out there than PS4's, so the ability to sell PS5-only software units is more constrained right now than it will be next year or the year after. For the percentage of sales that's first party to trend up in a meaningful way and to stay there two things have to happen. They have to increase the addressable market by selling as many consoles as possible, and they have to increase the pace of tentpole first party releases.
Record low first party sales are because they hardly released anything. Profit margin is probably affected by their PS5 discounts.
What's happening here? Record low number of first party games sold since they record those numbers? Even their game sales is overall lower than what they did in Q2 2019. I thought their PC ports combined with subcription services was a great combo strategy? I mean, they are highly cannibalizing their sales, even multiplat sales, with their services strategy.
Also their margins are super low compared to the PS4 end of era. Services give their less profits than traditionnal sales?
Well Sony are publishing Spiderman and Wolverine and they don't own those IP. I don't think they fully own Nier either.
Yeah he is. I trust him about as much as i trust vgchartz, aka zero.
Agree.
They won't be able to do it.
Any chance you can add a rolling 12 months average line or something? That would be very interesting for your point
What's happening here? Record low number of first party games sold since they record those numbers? Even their game sales is overall lower than what they did in Q2 2019. I thought their PC ports combined with subcription services was a great combo strategy? I mean, they are highly cannibalizing their sales, even multiplat sales, with their services strategy.
Also their margins are super low compared to the PS4 end of era. Services give their less profits than traditionnal sales?
They have 2 quarters to do it, including a Holiday one. And last year they sold 7M+ units in that one quarter alone.
Well they are releasing less games than in 2019 that's for sure. Why do they release less 1st party games? Who changed the PS4 winning formula since end of 2019?
gamerant.com
Not sure if sarcasm or unawareness but the PS5 has sold 46.6 million consoles in its lifetime. The 4.9 million is in reference to how many they've sold in the last 3 months.
Yeah the CoD bundle is going to be huge. Don't know what the pricing is in USA but it's a crazy deal here in the UK.
Rest of year should be humongous sales. Their latest bundles are giving away a free game. The company is trying hard to hit PS5 sales estimates all year, where their first promo was $100 off earlier in the year. According to their latest earnings report today, hitting PS5 sales will be tough as per analysts even with the free game bundles.Yeah the CoD bundle is going to be huge. Don't know what the pricing is in USA but it's a crazy deal here in the UK.
PS5 on it's own is £479 RRP, that's what it costs on Amazon right now.
PS5 with CoD MWIII is £409 RRP.
You're getting the console £70 cheaper and bundled free with a £70 game. Those things are going to fly off shelves. It costs £541.99 from amazon to buy the game and console separately, £409 for the bundle. £132.99 saving.
November is going to be huge for PS5.
46M is still less then 49M.
The reason why first party games output seems slow is because the games take forever to come out (most the big name games are one game per generation unless it's a remake. They can churn out more AAA first party games if they wanted to but they prefer banking about $2 billion profit per year. Since 2016, someone posted a chart I had a discussion with and the games division made about $15 billion profit in 6-7 years. The more money they make, the slower the games come out.
Well they wanted to release Stellar Blade, TLoU Factions and Helldivers 2 this year, but they all got delayed.
It's probably at 7 million now with out bundles
Can you blame them though?
Those are some impressive numbers. Go Sony!
Spider-Man outperforming Mario on a platform with significantly less users is cool to see.
