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William R. Aguilar

Feb 2, 2023 • 31 tweets • 14 min read • Read on X

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BREAKING Sony/PlayStation FY 2022 Q3 Report

Full Highlights!

Thread 1/20⤵️

🔵32.1 Million PS5s Sold In Total!

🔵7.1M Sold FYQ3 2022⬆️Compared to 3.9 Q3 '21

🔵Q3 had the highest # of PS5s sold!

🔵On Track to Reach Goal of 61M by End of FY 2023

🔵The Supply Shortage Is Over!

2/20

🔵God of War Ragnarok Sold 11M Units!

🔵1st Party Games Sold 20.8M in FY Q3 2022

🔵This is⬆️Compared to 11.3M in FY Q3 2021

🔵62% Digital Download Ratio

3/20

🔵PlayStation+ Subscribers Have⬆️ by 1M

🔵46.5M PS+ Subs FYQ3 2022 vs 45.5M in Q2

🔵MAUs (Monthly Active Users) ⬆️ by 10M

🔵112M MAUs FYQ3 2022 vs 102 MAUs in Q2

4/20

🔵53%⬆️in Sales YoY (Year on Year)

🔵25%⬆️of Operating Income (OI) YoY

🔵 OI⬆️despite the acquisition of Bungie!

🔵 Sales & OI⬆️Attributed to Massive Success in 1st Party Game Sales & Huge Increase in PS5 Sales!

5/20

Sony Made a Net YoY OI Increase of 16B JYEN (124M USD) from an OI of 1063.7 to 1079.7 Despite being hit really hard by the FX (Foreign Exchange Rate)

In other words, despite the JYEN falling to the US Dollar in value from 1USD = 100JYEN to 1USD = 130JYEN, Sony OI⬆️

6/20

Despite Reports spinning FUD (Fear Uncertainty & Doubt) from dubious sources, Sony has not lowered their Future Forecast of selling a total of 3.6 Trillion JYEN (28B USD) worth of Videogame related products in FY 2022 OR 1T JYEN (7.7B USD) In the upcoming Q4 (Jan-March).

7/20

Based on the information above on future sales forecasts & the Clarification from Sony, we know that PlayStation has not decreased their sales expectations for PSVR2

gamesindustry.biz/sony-we-have-n…

8/20

PSVR2 Launches February 22nd 2023

With 50+ games at Launch including Gran Turismo 7! A free upgrade, for those who already purchased

🔵The Full Game
🔵All Tracks
🔵450+ Cars
🔵PSVR2’s next gen features

See 115 Games Announced for PSVR2 so far here

9/20

PSVR2 Launches With Horizon Call of The Mountain an exclusive Next Gen VR Game

👁️Eye Tracking
⚡️ Haptic Feedback in Headset & Controllers
🦖Realistic Scale Robo Dinos

Standard:
$549.99 / €599.99 / £529.99

Horizon Call of the Mountain Bundle:
$599.99 / €649.99 / £569.99

10/20

Tons of Movies are Set To Be Released In The Next few Years!

🕸️🎦Animated Spider-Man Across the Spiderverse
6/2/2023

🏎️🎦Gran Turismo
8/11/2023

👻🎦Ghost Busters 4
12/20/2023

😼🎦 Garfield
5/24/2024

🥋🎦Karate Kid 5
6/7/2024

11/20

25 NEW 1st Party Games are currently in Dev

12 of those are NEW IPs
13 Returning IPs

12 of those 25 are MP-LS
13 Will Be SP

SP Games will always be important

There are more than 40+ Games Coming Exclusively to PS5 from 1st, 2nd, & 3rd Party Studios

12/20

Despite the increase of MP-LS games there will still be more SP games this gen than there were last gen

Some of the MP-LS Games will range in genres from semi open world PvPvE Last of Us Multiplayer to Modern Fantasy Co-Op Action Combat Game Set in London!

13/20

Despite 1/2 of future PS games being MP-LS they plan to release MORE Single Player PS5 Exclusives from 1st 2nd & 3rd Party than the PS4 had by

Expanding Studios
New Partnerships
New Acquisitions
New Partial Ownership for Influencing Stakes & Exclusives(Like FromSoftware)

14/20

PS will continue to invest in news partnerships with studios like: Ballistic Moon, Jetpack Interactive, Firewalk, Mutan, Unseen, Cygames, & more

15/20

Speaking on Single Player Games:

"We will always make these kind of games because our fans expect them from us, they want them, but also because we love making them." - Herman Hulst

A quote from Herman Hulst & Jim Ryan after the Savage Games Mobile Game Studio Purchase:

16/20

NEW PS5 Update Coming Soon

🔵VRR Support At 1440p
🔵Discord Voice Chat
🔵Easily Access PS4 Save Data On PS5
🔵PS5 To PS5 Data Transfer
🔵New PS5 UI
🔵Sort & Filter Gamelists
🔵Easily Upload Game Captures To PS App
🔵Screen Reader Improved
🔵Update DualSense Wirelessly

17/20

Sony announced that Hiroki Totoki, the company's Executive Vice President & CFO will be appointed as The New President of the company on April 1st.

18/20

In May, the PS+ Plus Collection (15 Free games for all PS5 users with at least the basic Essentials Tier of PS+) will be discontinued

If you claim the games by selecting Add To Library (you dont need to download them) You will still be able to play them after it's removed

@Zuby_Tech

19/20

With PS 1st Party Game Sales⬆️ & God of War Ragnaroc Smashing Records, heres a look at the best selling PS Franchises! Credit to my friend @Zuby_Tech

20/20

Spider-Man 2 is Coming Exclusively for PS5 Later This Year!

There are tons of exciting game announcements set to be announced this year!

The Best Is Yet To Come!

#PlayStation #PS5 #Sony #PlayStation5 #SpiderMan #SpiderManPS5 #Q3 #games

Addendum 1:

30% of PS5s Monthly Active Users are brand NEW customers that never owned a PS4! Some coming from other platforms, some new gamers entirely, and some kids who just got the best Christmas Ever!

Addendum 2:

In light of the fact that 30% of PS5 users are NEW players who never had a PS4 checkout my thread of Welcome, Tips, & Tricks for PS5!

https://twitter.com/WilliamRAguilar/status/1607917275235090432?t=DSLHluCW-t8U8l5ab-HCOw&s=19

Addendum 3:

75% of PlayStation Users are still on PS4 however the demand to switch to PS5 has not decreased!

Now that the supply shortage is over, players transitioning from PS4 to PS5 will happen at an exponential rate from now on!

Addendum 4:

With the supply shortage ending, there was a significant increase in PS5 sales in Q3. Sony has increased their sales expectations of PS5!

Addendum 5:

PS Game sales were 62% Digital & 38% Physical

Of the digital games purchased in FY Q3 2022 62% of those were downloaded

Addendum 6:

With the success of the Last of Us TV Show & Uncharted movie, PlayStation & Sony Pictures plan to have further collaborations including the upcoming Gran Turismo Movie

Addendum 7:

MP games will exist to give a financial buffer so PS can continue to take expensive risks with High Budget HQ AAA Single Player Story Based Exclusives

MP games wont exist in spite of SP they exist so SP can keep getting bigger & better + mitigate risk if one flops

Addendum 8:

Multiple Spiderman Related Movies are in Production & the challenges caused by the pandemic are decreasing

Addendum 9:

Crunchyroll reached 10 Million Subscribers & has become the Ultimate Anime Streaming Service for both Subs & Dubs!

Addendum 10:

Check out this video showing the upcoming games for PS5 in 2023!

Highlights Include:

⚔️Final Fantasy XVI
🦖Horizon Call of The Mountain & Burning Shores
🕸️Spider-Man 2
🧟‍♀️Resident Evil 4 Remake
✨Stellar Blade

And More!

Addendum 11:

Check out the official blog post for all the amazing new features coming in the next big update for PS5 including images for how they will work!

blog.playstation.com/2023/02/02/ps5…

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William R. Aguilar

@WilliamRAguilar

Feb 15

CORRECTING MISINFORMATION
On incorrect interpretations from Sony/PlayStation's FY2023 Q3 Report:

Part 1/3

❌Misinformation #1) 'PlayStation is going 3rd Party & all future PS games are going Day & Date on PC per the statements from Sony's Hiroki Titoki'

🔵Truth #1) Nothing new was actually stated regarding their plans especially regarding going 3rd Party. PlayStation is NOT putting their games on Xbox or Nintendo.

💻In regards to PC: the statements from Titoki meant that they intend to accelerate the plan that they already have. PlayStation DOES NOT intend to release all of their 1st Party Games Day 1 on PC & never will. They DO intend to release their multiplayer games (Like Helldivers 2, Concord, & Fairgame$) Day 1 on PC but we already knew this. Single Player Narrative Driven Games will not be going natively Day 1 on PC. They may eventually come to PC 1-2 Years later depending on various factors. In another question during the Q&A, Titoki makes clear that their focus is the continued dissemination of PS5s. They dont intend to make business decisions that harm the continued growth of PS5 or PlayStation Hardware in general.

📊Analysis & Speculation: PlayStation will most likely make their own PC Store which will release at the same time as their already discussed Version 3.0 of their PS+, Streaming, & GameCatalog Service. This will likely integrate Movies, Anime, & Games and will come out at the end of the PS5 Gen into the PS6 Gen. Even during the PS6 Gen, PS 1st Party Story Based Narrative Driven Games will not go Day 1 on PC (and they definitely will NOT be going to Xbox and Nintendo).

📊However, with the upcoming PS+ 3.0 you will be able to play ALL PlayStation games sooner via GameCatalog Game Streaming over the Internet on any device that has the upcoming version of PS+ (TVs, Phones, PCs etc) but even this service will not be a Day 1 service for single player games which PS has stated multiple times rely on SALES. Putting such games in a GameCatalog Day 1 cannibalizes the potential profits of their games & is unsustainable.

🗣️Actual Quote From COO Hiroki Totoki:

"For gaming this year the profit margin, especially the operating margin, was not really wonderful, partly because we are in a transition period with the PS5 as hardware units are expanding the user base. Unlike with PS4 or previous generations of consoles, if you look at this console's lifecycle, cost reduction within this cycle is very difficult and that is the biggest challenge for us because unlike with the PS4 and other previous generations the components to manufacture PS5s are getting more expensive.

If you think about the PlayStation console device, unlike high spec computers, it is an affordable price while also being a very safe and comfortable environment that is a great experience. That’s the wonderful thing about PlayStation consoles but compared to the past console generations the cost to build that experience went up. For example the price of memory, chips, and other components went up. So we ask: how can we, in our plans, make it affordable without relying on steep discounts, to reasonably sell PS5s to continue our commercial journey on a sustainable basis? I personally think this is important and there is an opportunity in that.

The other driver is 1st party titles. In the past when we wanted to popularise a console, 1st party titles make that console hardware popular but there is a synergy to it. So, if you have strong 1st party content, not only with our console but also other platforms like computers, 1st Party can be grown with multi-platforms and that can help operating profit to improve."

📑Note: PlayStation DOES NOT see PC as one platform but multiple platforms. They view each store EPIC, STEAM, & GOG as their own platforms. When they say multiplatform they mean different stores on PC they don't mean competing Consoles. This goes inline with their eventual goal of making their own PC Store.

Source: irwebmeeting.com/sony/fast/2024…

Part 2/3

❌Misinformation #2) 'PlayStation has no major AAA 1st Party releases until next year. PlayStation has no games, 2024 will be a dry year'

🔵Truth #2) They don't mean there won't be any AAA 1st Party games this year they meant that there won't be any sequels to their tent pole franchises this year which we all already knew because we obviously weren't getting Spider-Man 3, God of War Egypt, Last of Us 3, or Horizon 3 this year since the previous games in those franchises literally just came out.

They DO NOT mean that there won't be any AAA games from PlayStation or NEW IPs from 1st Party Studios this year because we already know that Concord is coming out this year. And if you count 1st Party Games from 2nd Party Studios then Helldivers 2 just came out and we already Know that Stellar Blade, Pacific Drive, Lost Soul Aside, Convelaria, and Rise of the Ronin are coming out this year too and that's not even counting massive 3rd Party Exclusives like Final Fantasy 7 Remake Part 2 Rebirth.

And there are still many amazing exclusive announcements to come in the upcoming PlayStation Showcase.

🗣️The Actual Quote:

"Regarding first-party software, we aim to continue to focus on producing high-quality works and developing live service games, but, while major projects are currently under development, we do not plan to release any new major existing franchise titles next fiscal year like God of War Ragnarök and Marvelʼs Spider-Man."

Part 3/3

❌Misinformation #3) ‘Sony is downgrading their Projections for PS5 console sales from 25 Million to 21 Million this Fiscal year. PS5 is failing’

🔵Truth #3) While it is true that PlayStation is downgrading their Projections from selling 25 Million PS5s this fiscal year to selling 21 Million PS5s this fiscal year and this is a miss this projection was a bit lofty in the first place. It relied on the hope that they would sell 10 Million PS5s in Q3 instead they sold 8.2 Million PS5s. And while this is a miss, this is still an all time record high of PS5s sold in Q3 and every Quarter in Fiscal Year 2023 has seen record high PS5 sales and it is still on track to surpass PS4s lifetime sales by the end of the console generation. Compared to the competition, PS5 is still outselling the Xbox Series Consoles by more than 2 to 1.

📑Note: While this source isn't 100% accurate it would still be close (similar to VG Chartz). According To Take Two Over 77 Million PS5 & Xbox Series Consoles Have Been Shipped Worldwide. Sony Has Reported & Confirmed 54.8 Million PS5s Have Been Shipped. That Puts Xbox Series Sales At approximately 22.2 Million Consoles Shipped.

Read 5 tweets

William R. Aguilar

@WilliamRAguilar

Sep 14, 2022

PlayStation State of Play September 2022
Highlights, Analysis, & Speculation

Focus: Eastern Partners with an Update of Project Eve now Officially Named Stellar Blade coming 2023

Do You Have Questions about Sony 1st Party Studios & Their Games? Please Read My Thread ⬇️ 1/8

2/8

This year seems similar to 2019 where there wasnt a Showcase but there were two larger State of Plays in September & December showing Kingdom Hearts 3, Last of Us 2, & Ghost of Tsushima

Sony is required to announce what their 2023 product/game lineup is before the year ends

3/8

It is mandatory because they are a public company beholden to their shareholders which are the owners of the company. If the owners do not know what products you intend to sell next year, to make a profit, you are in deep trouble

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