Kyuu said:
Kyuu said:
Surprisingly big decline in 3rd party sales considering the stronger lineup compared to last year, and the improved hardware sales. PC might be cannibalizing console 3rd party software sales at an alarming rate. |
My thoughts on this after reading ChaosSlayer's breakdown on RA:
It may be less that PC is hurting console software sales (though I'm sure it is a factor) and more that PS4's decline continues to beat PS5's growth (MAU wise), and Network Services contributing to the decline. Network Services revenue more than doubled YoY which suggests an increase in PS+ subs upgrading to Extra/Premium, because PS+ subs (in total) declined by 1.6 million despite the massive increase in revenue. An interesting turn events given the lukewarm reception for Extra/Premium. I guess this goes to show that PS Now's integration into PS+ paid off regardless of content quality.
In terms of revenue, Sony just crushed their all time FY Q3 record, and 2023's should repeat that. Looking at the new PS5 marketing campaign, and Sony not revising their 18 million forecast, 2023 is going to be a massive year for them, and will no doubt break multiple records. |
I'd agree and this is me. I've been waiting for a PS5 price decrease (which I've known wasn't coming for quite a while) and since PS5 Slim is supposed to be coming later in the year, I'm holding off until I know more about it. I haven't bought a bunch of games because I want to play them on PS5. In the meantime I upgraded from Plus Essential to Extra. PC is probably eating into console sales a bit but many of those PC players wouldn't buy a console anyway and those who would couldn't get a PS5 even if they wanted to, so game sales would likely be even lower if it weren't for PC.
