Thread by @Zuby_Tech

PlayStation Presentation 2023 Full Breakdown:

(Thread) 👇

#PlayStation

PlayStation Foundations For Growth:

• PlayStation Wants To Increase It’s Console Business

• Expand Its IP Towards TV Shows, Movies, Theme Parks & More

• Increase Sony Group Collaboration By Using Each Others Technologies And Combing Sonys Assets

FY22 Strong Revenue Combined With Content Investment:

• Fiscal Year 22 Was A Really Strong Year For Sony
Net Sales Were 3.6 Trillion Yen

• PlayStation 5 Continues To Increase PlayStation Revenue And Increase Sales

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• Sony Interactive Entertainment Senior Vice President & Head Of Global Marketing, Sales & Business Operations Eric Lampel:

"We Have Never Been In A Better Position With Our Core Device (PS5)"

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12 Months Ago, We Were Faced With Supply Challenges:

• PlayStation Forecasts PlayStation 5 Will Overtake PlayStation 4 Sales Again In FY23/Q3 October-December 2023

• PlayStation 5 Has Surpassed PlayStation 4 Sales In Japan Launch Aligned

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• PlayStation Expects PlayStation 5 To Be Most Successful And Profitable Console Generation Ever

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2023 PS5 Production And Supply Challenges Have Been Resolved:

• PlayStation Is Shipping PlayStation 5 Faster Than Ever Before

• PlayStation 5 Is In Full, Free Supply Globally

PS5 Unprecedented Demand:

• January - March 2023 Sell Through Was The Highest Ever Q4 On Record In The History Of All PlayStation Consoles

• Due To PlayStation 5 Demand We Are Seeing Higher Than Usual Shipments In Different Quarters, PlayStation 5 Demand Remains Too High

Gaming Category Growth/Live Services Invest To Capture Category Growth/Live Services Grow First-Party Monetization & Portfolio Diversity:

(These 3 Slides Would Need A Full Thread On It’s Own)

• Worldwide Industry By Size By Platform:

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• Mobile Will See The Most Growth By Any Platform

• PC & Console Will Roughly Remain The Same Size Through December 2026

• Add On Content Is Expected To Make $19.2 Billion The Most Revenue In The Console Business By December 2026

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• PlayStation Will Look To Increase Total Console Revenue Market Share In The Near Future By Over 50%

• PlayStation Is Diversifying Its Portfolio

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• Head Of PlayStation Studios Hermen Hulst:

"In Parallel PlayStation Studios Are Committed To Continusually To Review Our Portfolio In Relation To The Needs Of Our Long Term Strategy And To Insuring Development Costs Are Controlled And Sustainable As We Build A Diverse And

Profitable Portfolio Of Games."

• Reasoning:

(Games Like Fortnite, Apex Legends, Call Of Duty Are The Most Revenue Drivers Inside The PlayStation Business, The Majority Of PlayStation Player Base Buys DLC & Battle Passes, Whether We Like It Or Not. PlayStation Wants The Other 70% Of That Pie/Revenue

Another Reason Why We Are Seeing This Change Is Development Costs, Development Costs Is Increasing. For PlayStation To Sustain This Type Of Investment In To Gaming And Game Development Something Has To Give, PlayStation Can NOT Be Just A Console Business Anymore Due

This Major Change (I'm Not Here To Say Whether Is Right Or What I Want, It Is Just Explanation Of The Reasoning Behind PlayStations Strategy)

(I Have Just Explained Why PlayStation Is Doing Live Service And Changed Its Portfolio, This Is Because Its No.1 Customer Has Changed The Way It Is Spending, PlayStation Simply Is Aiming The Most Growth Out Of The Console Business, PlayStation Is Simply Pivoting))

The Strongest Gaming Brand:

• PlayStation Remains The Strongest Gaming Brand In The World

• No One Can Dispute This Fact

• Momentum Remains Around PlayStation 5 Launch Peak

PlayStation Games Amazing Catalog And More To Come:

• PlayStation Gaming Catalog Remains Strong As Ever, High Critical Acclaim From PlayStation Studios

• The Best 3rd Party Titles All Have Marketing Rights Will The PlayStation Brand

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• Marvel’s Spider-Man Launching 2023 & Marvel’s Wolverine Looks To Be Releasing Soon

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PS5 Ongoing High Engagement Vs PS4:

• PlayStation Plus Paid Subscribers Are Higher

• Store Purchases By Users Are Higher

• Gameplay (PlayStation Consumers Actually Playing Games On PS5) Daily Active Users & Monthly Active Users Are Much Higher Than PS4

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• All This Is Due To PlayStation 5

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PS5 Vs PS4 Much Stronger Life To Date (LTD) Spend Per Console:

• PlayStation 5 Engagement Surrounding The Platform Remains High, Higher Than Same Time Frame In PlayStation 4 Lifecycle

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• The Average PlayStation 5 User Is Spending $622, This Includes Full Game Purchases Digital & Physical Add On Content, Subscriptions PlayStation Plus And PlayStation 5 Accessories. This Does NOT Include The Console Purchase Itself Or Traded-In Purchased Games.

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• The Average PlayStation 5 User Is Spending More In PlayStations Console Business Than The Same Timeframe As PlayStation 4

• Each Category Has Seen Much Higher Spend, Add On Content Has Seen The Highest Increase Over +210%

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• More PlayStation 5 Users Are Purchasing Add On Content, DLC & Battle Passes Than Ever Before In PlayStation Store

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PS5 Projected To Be Ahead Of PS4 On All Key Metrics By End Of FY23:

• Every Metric Has Seen Uptick In Sales For PlayStation 5 Over PlayStation 4

• PlayStation 5 Is Far Ahead Of Any Console In PlayStation History In All Key Metrics

New PlayStation Plus/ PlayStation Plus Promising Performance Metrics In FY22:

• "To Improve Customer Experience, Grow Our Subscriber Base And Enhance Monetisation"

• PlayStation Plus Has Over 800 Games Available Today

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• PlayStation Plus Has More Than 1 Billion Of Gameplay Hours Available In PlayStation Plus Extra & Premium Games

• Improve Customer Retention

• Increase Average Revenue Per User By 11% YoY

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PlayStation Plus Great Reception Of New Service:

• 14.1 Million PlayStation Plus Subscribers Have Moved To A New Higher Tier, 30% Of PlayStation Plus Subscribers Now Subscribe To PlayStation Plus Extra/Premium

Accessories Strong Revenue Growth:

• PlayStation Is Making Billions From PlayStation Accessories

• PlayStation Is Seeing Higher Than Ever PlayStation Accessories Growth

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• Due To Extremely High Growth & Consumer Demand, This Is One Area Where PlayStation Is Looking To Exploit With New Accessories For PlayStation 5, PlayStation Accessories Will Continue To Make Billions For PlayStation

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Strong PlayStation VR 2 Launch:

• PlayStation VR 2 Has Sold Around 600 Thousand Units In The First 6 Weeks Of Launch

• PlayStation VR 2 Is Selling Faster Than PlayStation VR

• This Is Seriously Impressive As It Only Launched On PlayStation Direct In Certain Regions

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• With PlayStation VR 2 Launching In Retail Stores And Online Retailers, The Number Will Be Close To 1 Million Today

• All Metrics Are Only First 6 Weeks From Launch

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Bungie Integration Synergies:

• PlayStation & Bungie Collaboration Will Increase In The Coming Months & Years

• PlayStation & Bungie Investing Gaming Heavily
Both Companies Will Help Each Other Reach Their Own Targets

Expanding Our IP Increasing New IP Investment:

• PlayStation Will Invest In New Intellectual Property More Than Ever

• By Fiscal Year 25 PlayStation Will Invest 50% Of Its Investment Into New IPs, PlayStation Expects This To Help Return On Investment

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By The End Of PlayStation 5 Generation & Leading Into The Next Generation

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Expanding Our IP Beyond Gaming:

• PlayStations Intellectual Property Is & Will Move Beyond Gaming, PlayStation Has Some Of The Best IPs In The World

• PlayStation Will Experiment With New Theme Parks Including Uncharted Ride In Spain

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• PlayStation Will Collaborate With Big Brands By Selling Merchandise Using Its IP

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Ongoing Growth To Be Sustained By PC Titles Beyond FY22:

• PlayStation Is Expecting PC Revenue To Be $450 Million In FY23

• PlayStation Is In The Top 20 Publishers On PC

• PlayStation Is Expecting 20% Of First Party Games Unit Volume To Be Sold On PC

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• PlayStation Network Will Be Integrating To PC More And More

• Spider-Man Has Sold Over 1.5 Million Copies On PC

• The Last Of Us Part I Has Sold Over 368K Copies On PC

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Mobile Strategy Established Foundations For Growth/Evolving Shape Of First-Party Portfolio:

• One Of PlayStations Growth Area Is Mobile, We Will See Titles Soon From PlayStation Studios Specifically For Mobile

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• PlayStation Is Working With External Partners To Bring PlayStation IP To Mobile

• PlayStation Is Seeking Mobile Development Studios & Will Plan To Acquire PlayStation Mobile Studios

• Newly Acquired Savage Game Studios Is Now Embedded Within PlayStation Studios

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Evolving Shape Of First Party Portfolio:

• PlayStation First Party Portfolio Will Look Drastically Different By Fiscal Year 2025/March 2026, More And More Games Made By PlayStation Studios Brand/Name Will Be On PC & Mobile

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• PlayStation Will Diversify Its Genre Of Games Published

• PlayStation Aims To Release 2 Or More Games Per Year, With A Mix Of Singleplayer & Live Service With Old And New IP Titles Going Forward

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SIE Growth, Expanding Audience Breadth And Engagement/Future Growth Pillars:

• PlayStation Will Increase Its Active Users By Going To New PlayStation Platforms, New Theme Parks, New Experiences From PlayStation

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• This Is Sonys Overall Strategy And How PlayStation Aligns With Sonys Kando:

"Fill The World With Emotion Through The Power Of Creativity And Technology."

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Sony The Importance Of Group Collaboration/Transformative Sony Group Collaboration:

• Sony Will Continue To Build PlayStation Brand By PlayStation 5

• Sales And Marketing For PlayStation 5 With Sony BRAVIA, Sony Inzone

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• Sony Will Work With Its IPs Such As Spider-Man Movies With PlayStation Studios Games

• PlayStation Will Move Its IP To New Platforms

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End Of Thread

I Would Just Like To Add My Personal Opinion At The End Of This, I Have Tried My Best To Explain Why PlayStation Is Moving The Way It Is In This Thread

Appreciate All The Retweets And If You Read It All