Marvel's Spider-Man 2

Marvel's Spider-Man 2

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Meow Nov 11, 2024 @ 5:54am
Sony is now $31.26 Billion in debt
Since 31st of March 2016, around the same time that Sony started development on PlayStation 5, Sony has skyrocketed a total debt of $31.26 Billion as of January of this Year 2024.

This came off the cuff of a Huge Sony Win in the Generation of PlayStation 4. One would assume that the blueprint to success would have simply been a rinse and repeat plan.

However, as we have seen Sony has decided to change it's trajectory from:

Selling a complete Console to an Ikea plan, Disc Drive & Stand Sold Separately for the PS5 Pro.

- These separate components have been scalped and sold out world wide, preventing Real Existing Sony Customers from playing their owned PS5 and PS4 titles, therefore deterring any Customer Console Upgraders & Physical Sales.

- Secondly, we have seen a Shift from Amazing Single player experiences towards the outdated trend of live services, such as Hell Divers 2 losing 90% of it's player base, how Sony spent $400 million dollars on Concord flop, Cancellations like Naughty Dogs game investing it's time into that and most likely costing another $200+ million And we know of 11 Live Service titles that will most likely never see the light of day.

- From amazing Single Player exclusives, to their titles joining in on the Political Dividing landscape, no doubt Dividing their releases at least by Half the Units Sold.

We can see this with Games such as Spider-Man that sold over 20 million units to Spider-man 2 selling half that. This is what naturally happens when your Products are divided by Party lines Half will be Happy and the Other Half Won't theoretically, Although the current election shows a shift that Sony is now at the losing end of the Results.

If Sony wants to Salvage their Ship, they really need to depend on Customers Supporting their next games to pull them out of this one and this requires understanding what Customers want to actually buy..
Last edited by Meow; Nov 23, 2024 @ 12:24am
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Showing 1-9 of 9 comments
Shock_&_Awe Nov 11, 2024 @ 8:39am 
Couple of points that are misleading/incorrect:

-The sales comparison for the Spider-Man games is poorly conceived. MSM1 released in 2018 on the PS4 to a user base of around 91 million. MSM2 released in 2023 on the PS5 to a user base around 62 million. So about 30 million less potential customers and 6 years of sales vs 1 year of sales. Pretty simple math there to explain the sales difference. Additionally, MSM2 sold 11 million copies in 6 months time. It's doing fine.

-Sony's games are still selling very well, regardless of their push for more inclusive games and stories. Saying they are selling half of their potential is a ridiculous hyperbole.

-TLOU MP (ND's cancelled game) was not cancelled because of Concord. It was cancelled before Concord even released once ND realized they would need to become a live service developer, something they were not interested in becoming.

In short, Sony will be fine if they keep their focus on their SP exclusives which they have already stated they are going to re-focus on.
Last edited by Shock_&_Awe; Nov 11, 2024 @ 10:26am
Where'd you get that information?
Meow Nov 11, 2024 @ 6:36pm 
Originally posted by Shock_&_Awe:
Couple of points that are misleading/incorrect:

-The sales comparison for the Spider-Man games is poorly conceived. MSM1 released in 2018 on the PS4 to a user base of around 91 million. MSM2 released in 2023 on the PS5 to a user base around 62 million. So about 30 million less potential customers and 6 years of sales vs 1 year of sales. Pretty simple math there to explain the sales difference. Additionally, MSM2 sold 11 million copies in 6 months time. It's doing fine.

It seems we agree on some points with different examples, PS5 having 30 million less potential clients shows that there is a drop in PlayStation Customers base, which leads to my listing of reasons i have meta gathered as to why sales and upgraders sales are lower.

Originally posted by Shock_&_Awe:
-Sony's games are still selling very well, regardless of their push for more inclusive games and stories. Saying they are selling half of their potential is a ridiculous hyperbole.

It's not ridiculous to see that a political divide stance is politically divisive, whether you believe 'tax cuts' are good or bad, 'Climate Change' is good or bad, or 'inclusive games & stories' is good or bad you're innately dividing the game by party lines.

Originally posted by Shock_&_Awe:
-TLOU MP (ND's cancelled game) was not cancelled because of Concord. It was cancelled before Concord even released once ND realized they would need to become a live service developer, something they were not interested in becoming. In short, Sony will be fine if they keep their focus on their SP exclusives which they have already stated they are going to re-focus on.

While i looked this up further and found that to be true that ND cancelled their game December 2023 with live service concerns citing the extensive resources required to maintain live-service games, which would have forced the studio to abandon its work on single-player titles. As well as Bungie issuing a warning in their studios live service shift (So too is Rocksteady suffering from the results), None the less the statement that a Live Service games focus is concerning to players and to studios is still true, as Sony has clearly said they still want to push both.

Despite the failure of Concord, Totoki stated that Sony will still release live service games, acknowledging that they “pursue upside while taking on a certain amount of risk upon release.” there is no indication that the company will abandon the model entirely. Instead, it seems that Sony wants a mix of single-player and live service games in its portfolio.

In a Q&A session, Totoki mentioned that Sony wants to be “aggressive” in improving its gaming division’s profit margins, and one way to achieve this is by releasing PS5 exclusives to bringing first-party games to PC. These examples smell like desperation to turn debts that should have never been encumbured.
Shock_&_Awe Nov 13, 2024 @ 10:10am 
Originally posted by Meow:
It seems we agree on some points with different examples, PS5 having 30 million less potential clients shows that there is a drop in PlayStation Customers base, which leads to my listing of reasons i have meta gathered as to why sales and upgraders sales are lower.
There are several factors that could be the reason for the lower number of PS5 sales. The reasons you listed are less likely, more edge case.

It's not ridiculous to see that a political divide stance is politically divisive, whether you believe 'tax cuts' are good or bad, 'Climate Change' is good or bad, or 'inclusive games & stories' is good or bad you're innately dividing the game by party lines.
Sure there are probably some customers being lost, but not in the numbers you are speculating. You'd need some actual hard evidence to support this, which I doubt you have.

While i looked this up further and found that to be true that ND cancelled their game December 2023 with live service concerns citing the extensive resources required to maintain live-service games, which would have forced the studio to abandon its work on single-player titles. As well as Bungie issuing a warning in their studios live service shift (So too is Rocksteady suffering from the results), None the less the statement that a Live Service games focus is concerning to players and to studios is still true, as Sony has clearly said they still want to push both.
Even so, Sony has never abandoned their SP games. They are still releasing far more SP titles than MP titles.

In a Q&A session, Totoki mentioned that Sony wants to be “aggressive” in improving its gaming division’s profit margins, and one way to achieve this is by releasing PS5 exclusives to bringing first-party games to PC. These examples smell like desperation to turn debts that should have never been encumbured.
There's nothing desperate about it. PC is a growing market, and is relatively cheap to make the switch and release on both PC and console. Even so, Sony's PC releases are not going to solve that kind of debt. They don't sell even close to the amount your talking about. The PlayStation brand is one of Sony's best divisions, it's other divisions within Sony that are likely the cause of this debt. In short, you're blaming one division for an entire company's debt which is just illogical.
Meow Nov 15, 2024 @ 6:58am 
Originally posted by Shock_&_Awe:
There are several factors that could be the reason for the lower number of PS5 sales. The reasons you listed are less likely, more edge case.

As opposed to what exactly the reasons you listed? more edge case.

Originally posted by Shock_&_Awe:
There's nothing desperate about it. PC is a growing market, and is relatively cheap to make the switch and release on both PC and console.

Nintendo and Sony (under normal circumstances) have no reason to sell their games on the PC because the whole point of having your own Console is to obtain exclusive customer base.

Every time a game is purchased, the console manufacturer receives a cut. The more people who own a console, the more money the manufacturer makes. By funding exclusive games, console developers can increase console sales and revenue.

Exclusive games can generate revenue through console sales, game sales, and subscription services. By limiting access to exclusive titles, console developers encourage gamers to purchase their console and games, and increase overall revenue and get a larger cut.. Sony via ports is cheapening their Brand for short term gain.

Originally posted by Shock_&_Awe:
Even so, Sony's PC releases are not going to solve that kind of debt. They don't sell even close to the amount your talking about.

I agree even if they port their titles to PC, and lean into live service Sony is in a hole.

Originally posted by Shock_&_Awe:
The PlayStation brand is one of Sony's best divisions, it's other divisions within Sony that are likely the cause of this debt. In short, you're blaming one division for an entire company's debt which is just illogical.

You said it yourself Sony has about 30 million less potential customers, this generation is underwhelming, Console sales are not the generative focal for Sony's profits, it's debatable if they even make profit on Consoles sales. Even so, Sony's PC releases are not going to solve that kind of debt. They don't sell even close to the amount your talking about.

Sony invested heavily in new areas, such as mobile phones, smartwatches, and PlayStation virtual reality (VR) technology. They are trying to diversify the company’s revenue streams, requiring significant upfront risky investments, which adds to Sony’s debt.

Sony’s traditional business, such as PlayStation console sales and Blu-ray disc sales, is in significant decline this generation because of how lackluster it is and their push for digital, This led to a decrease in revenue and profitability, making it challenging for the company to even maintain its debt levels. Sony also made several strategic acquisitions like the Bungie acquisitions which actually costs money. So the Idea that PlayStation division would not have been a factor in that debt sum is incorrect.

Originally posted by Shock_&_Awe:
Even so, Sony has never abandoned their SP games. They are still releasing far more SP titles than MP titles.

And Even so, they wasted alot of money on failing live services that takes development time and money that would have been used for other SP titles which they are specialised in.

Originally posted by Shock_&_Awe:
Sure there are probably some customers being lost, but not in the numbers you are speculating. You'd need some actual hard evidence to support this, which I doubt you have.

No amount of hard evidence can help someone with their eyes close. Look no further than games that have been negatively financially impacted by boycotts like Concord, Saints Row, Gotham Knights, Dustborn, Dragon Age: Veilguard, Forspoken, Suicide Squad: Kill the justice league, Smite, Borderlands, Flintlock, Tales of Kenzera: ZAU, Unknown 9 Awakening, Star Wars Outlaw, the soon to be released AC Shadows, even shows like Dr Who or the Acolyte show clear signs of Political boycotts effecting sales & preorders.
Shock_&_Awe Nov 15, 2024 @ 5:27pm 
I was gonna write out a whole thing, but instead, here's an easy to read article for you.
Link 1[www.tweaktown.com]
Here, have another
Link 2[www.gamesindustry.biz]

The PlayStation brand is going strong. They are not the cause of Sony's debt. /topic
GrimAtrament Nov 20, 2024 @ 3:01pm 
considering they are trying to buy a major industry power house at the moment that's cap. https://www.animenewsnetwork.com/news/2024-11-20/kadokawa-releases-statement-regarding-reports-of-sony-in-talks-to-acquire-company/.218088

buying another major corporation isn't a play a company does if it's in debt.

they wouldn't have the funds to pull such a move if they were doing "poorly."

but i don't expect anyone so stuck up a grifter culture war to understand that.
Last edited by GrimAtrament; Nov 20, 2024 @ 3:05pm
Meow Nov 23, 2024 @ 2:01am 
Originally posted by GrimAtrament:
considering they are trying to buy a major industry power house at the moment that's cap. https://www.animenewsnetwork.com/news/2024-11-20/kadokawa-releases-statement-regarding-reports-of-sony-in-talks-to-acquire-company/.218088

buying another major corporation isn't a play a company does if it's in debt.

they wouldn't have the funds to pull such a move if they were doing "poorly."

but i don't expect anyone so stuck up a grifter culture war to understand that.

Interesting and so if Sony is in debt would that therefore mean you would be stuck up a grifter culture war? or does the mental gymnastics change the goal post in your logic.

https://companiesmarketcap.com/sony/total-debt/

There are loads of Companies that are operating with Debts because unfortunately the System does not allow for certain companies to have a wake up call.

Sony admits that their games are struggling to reach the mile stones of their previous titles: As of 2023 data for Sony America flagship big budget titles:

Spider-Man 2 sales have decreased by 69% 11 mil VS 33 million Spider-man 1 sales.
The Last of us 2 sales have decreased by 44% 10 mil VS TLOU 1 REMASTER 18 Million.
God of War Ragnarok sales have decreased from 15 mil VS GOW 23 Million sales.
Horizon Forbidden West sales have decreased from 8.4 mil VS HZD 25 Million sales

Let's look at the facts,

Originally posted by Shock_&_Awe:
Link 1[www.tweaktown.com]
Here, have another
Link 2[www.gamesindustry.biz]

the first link states as i have mentioned

- The $3.7 billion acquisition of Bungie ( also Insomniac Games, Firesprite, Housemarque, Nixxes Software, Fabrik Games, Bluepoint Games, Valkyrie Entertainment, Lasengle, Haven Studios, Neon Koi, Firewalk Studios, iSIZE, Pixomondo, Beyond Sports, Japan Display Plant, Nippon Fairchild Semiconductor chip plant, AMD chip plant, RTime, Repeat.gg, possibly Fromsoftware + Aquire soon All for Video games/ SEI since 2016).

- Sony is selling less first-party exclusive games than it would like to. Remember that first-party games are more profitable for Sony. ( Agreed clearly out of desperation)

- Spider-Man 2's budget cost more than what Sony paid to acquire Insomniac Games, leading to mass layoffs, with PlayStation laying off 900 people across multiple big teams.

- Sony Interactive Entertainment CEO Hiroki Totoki has confirmed that around $200 million in hardware unit allocations has been shifted from Q3 into the Q4 period. So that explains a portion of why Q3 profits are so low.

the second link states as i have mentioned

- PlayStation full-year revenues rise to $27.5 billion but narrowly misses PS5 sales target
(Key word MISSES sales targets)

- fell slightly short of its 21 million target. This in itself was already reduced from an initial target of 25 million.

- The platform holder expects an increase in non-first-party sales and a decrease in first-party, due in no small part to the fact there will be no new entries from PlayStation's blockbuster franchises until the following fiscal year.

- (after alot of boastful talk from Sony then goes on to say) "As we enter the second half of the console cycle, we expect the number of new PS5 units sold to gradually decline. However, by steadily maintaining and expanding the consistently increased number of active users and user engagement while also strengthening control over business costs, we believe that we will be able to steadily increase sales and profits on the PS platform going forward." ( Well that still wont be the case if your selling all your exclusives elsewhere. Talk is cheap.)

( So Clearly Sony's gaming division is playing a huge role due to it's lack of meeting milestone sales, bad investment choices, Acquisitions such as Concords Firewalk Studios and it's obssessive leanings towards live service and also towards the political landscape, pushing for Digital Media and non exclusive games which the former will see Sony being sued for $8 BILLION due to digital store front shenanigans and more that i have already addressed has infact impacted debt on Sony as a whole.

https://www.businessinsurance.com/Nearly-$8-billion-lawsuit-against-Sony-approved-for-trial/
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Date Posted: Nov 11, 2024 @ 5:54am
Posts: 9