At the Sony Investor Day Not only has the PC version of Uncharted 4 been confirmed (we reported), but Sony has set rather ambitious goals and wants to achieve a market share of over 50 percent in the console sector with the PlayStation 5. For comparison: the PlayStation 4’s market share was 45 percent. The company also assumes that the PS5 (with disk drive) is expected to release the Profit zone will achieve as the manufacturing cost per console will decrease. The consoles are currently being sold at a loss.
Sony’s PlayStation division is currently enjoying record revenues. In its first year of business, the PlayStation 5 was delivered more frequently than any other PlayStation console – in a comparable period of time with the other PlayStation consoles. Incidentally, ten percent of the revenue in the past financial year came from the “emerging markets”. In the 2010 financial year it was only five percent. Otherwise it was Presentation it can still be seen that 41 percent of PS4 / PS5 owners are female. With the first PlayStation it was only 18 percent. Ghost of Tsushima and Returnal were listed as successful new brands.
Even if the console market continues to grow and will remain the main business area (exclusive content, new brands, geographic expansion, subscription models, cloud gaming, live service titles), Sony wants to bring its own brands to the PC and mobile devices – For example, by publishing “older” titles on the PC and expanding their own brands to include smartphones. Laut Daniel Ahmad (Analyst) there are over 320 million PC players in China alone, while PS4 sales are 115 million worldwide. The mobile market would also offer gigantic opportunities and help Sony diversify.
Live service titles (GAAS) are also expected to play a larger role and, like MLB The Show 21, could be offered on multiple platforms. For example, the Sony baseball game is available on Xbox consoles. In the future, Game-as-a-Service games are to be implemented more by PlayStation Studios – both on and off their own consoles. According to Daniel Ahmad, “microtransactions” from free-to-play titles already accounted for almost 25 percent of the revenue from the PlayStation Store (April 2020 to March 2021).
Here are some additional key points:
PS5 sell in during the first FY is higher than sell in for prior PlayStation consoles
Sony is targeting 50%+ market share in console with PS5.
41% of PS4/PS5 owners are female, compared to 18% on PS1
10% of revenue now in emerging markets pic.twitter.com/gcO5PLnKgr
— Daniel Ahmad (@ZhugeEX) May 26, 2021
How should we interpret this?
1. Console is still the core focus for Sony and growth opportunities on this platform include
– Investment in IP and exclusive content
– Geographical expansion
– Subscriptions growth
– Cloud gaming
– Investment in long life, live service titles.— Daniel Ahmad (@ZhugeEX) May 27, 2021
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