Sony PlayStation Game & Network Services Segment Presentation, Sony Interactive Entertainment/PlayStation President & CEO Jim Ryan 2023:
(Thread)
#PlayStation
PlayStation Foundations For Growth:
FY22 Strong Revenue Combined With Content Investment:
Console Growth:
12 Months Ago, We Were Faced With Supply Challenges:
"PS5 Sell In Target Is Expected To Catch Up With PS4 By FY23/Q2, And Expected To Begin To Exceed It By FY23/Q3."
2023 PS5 Production And Supply Challenges Have Been Resolved:
PS5 Unprecedented Demand:
"Jan-Mar 2023 Sell Through Was The Highest Ever Q4 On Record"
Gaming Category Growth:
The Strongest Gaming Brand:
PlayStation Games Amazing Catalog And More To Come:
PS5 Ongoing High Engagement Vs PS4:
PS5 Vs PS4 Much Stronger Life To Date (LTD) Spend Per Console:
PS5 Projected To Be Ahead Of PS4 On All Key Metrics By End Of FY23*:
New PlayStation Plus:
PlayStation Plus Promising Performance Metrics In FY22:
PlayStation Plus Great Reception Of New Service:
-PlayStation Premium 8 Million Subscribers
-PlayStation Extra 6.1 Million Subscribers
Accessories Strong Revenue Growth:
Strong PlayStation VR 2 Launch:
-PlayStation VR 2 Has Sold Over 600 Thousand Units In First 6 Weeks!
Portfolio Expansion:
Bungie Integration Synergies:
Expanding Our IP Increasing New IP Investment:
Expanding Our IP Beyond Gaming:
Live Services Invest To Capture Category Growth:
Live Services Grow First-Party Monetization & Portfolio Diversity:
-The Last Of Us Part II Will Be A Live Service Title (Likely The First)
Ongoing Growth To Be Sustained By PC Titles Beyond FY22:
-Spider-Man Has Sold Over 1.5 Million Copies On PC
-The Last Of Us Part I Has Sold Over 368K Copies On PC
Mobile Strategy Established Foundations For Growth:
Evolving Shape Of First-Party Portfolio:
SIE Growth, Expanding Audience Breadth And Engagement:
Future Growth Pillars:
Sony The Importance of Group Collaboration:
Transformative Sony Group Collaboration:
ESG Initiatives SIE Is Turning Intention Into Actions:
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