I don't blame Jim. I just said the optics have been bad in this gen despite the success. Xbox was going to do this regardless.
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PlayStation Studios |OT24| All I Want For Christmas Is Shu
- Thread starter JuanLatino
- Start date
- Sony
- Status
So they sit around like a lame duck, watch every other 3rd party get gobbled up by MS or other people? No, they have to buy other publishers and move the consolidation train forward cause MS decided they wanted to do this
That's not an answer for shareholders. Big 3rd party multiplatform games like CoD make Sony a lot of profit with little investment. Its like free money. Losing that means revenues and profits will decrease. All investors care about is growth and profits
To then say "well... we will just spend even more of your money to make up for the steady free money we just lost" ... doesn't sound too appealing to me if I was a Sony shareholder.
Kinda wonder if Sony will even be willing to still invest so much money to stay competitive in such uncertain times. Who says that buying a publisher now would even change much anymore. Maybe it would just be throwing money into the fire. I do not envy Jim Ryan right now. Must be brutal.
The first time in a long time I have no idea how things shake out.
I also think Steam users will be the next ones to get fucked.
I fully expect MS to start making their games Gamepass exclusive to really drive growth once they don't have to play Good Guy MS anymore.
The first time in a long time I have no idea how things shake out.
I also think Steam users will be the next ones to get fucked.
I fully expect MS to start making their games Gamepass exclusive to really drive growth once they don't have to play Good Guy MS anymore.
Well to be fair even Jim Ryan has said it might be the last Sony console.
It is like watching a person get beaten up and telling them not to fight back because if you do you will be no better then the aggressor.
Though I think Sony should try and go after more dev numbers then anything else so that they can streamline their production and release process by several multitude.
Also revive tons of I.Ps as result, from Sly Cooper to Jeto Moto, to Ape Escape, to KillZone, to MotorStorm, to Resistance, etc...
They are already possibly trying to diversify but I think they need to inject a big boost into their arm and go even harder and faster.
By 2025 do you think MS will allow most of those I.Ps to release on PS? I doubt it. They will also be tossing out games after games every year.
The profitability is not at all relevant to MS in the near future. A trillion dollar company can recoup this cost is short order.
They are more than comfortable to take a hit now in order to grow the GP subscribers base even further, which is already at 25 million users.
No one's asking Sony to compete with GamePass right away, but at the very least they can try to prevent other 3P IPs from disappearing from the platform. Start going harder at acquiring bigger industry names.
Yup I can see Steam being the next target easily with storefront to get more subs and sales on PC.
It's not about retaliation. It's about being able to compete. Nintendo and Microsoft have way bigger IPs now. MS has better services too and twice as many studios. Most of the remaining third-party studios will get bought anyways. With or without Sony.
Sony either starts buying some of them too or they're gone forever.
Yeah that's definitely what it's like. Sony must buy Capcom or perish. there's no other alternative.
I sold all my Sony stocks luckily soon after the announcement. Still had some losses but they were balanced out by other stock making a jump like Take2.
Heh, it was an interesting experience seeing it drop since I bought my stocks not too long ago. Still, makes no difference to me as it'll rebound. I just laughed it off, I'm in it for the long haul with my stock purchase :D
Was a great day for that at least. I bought a lot of Sony this afternoon around when it began to hover ~8%.
Well that is all he can do and maybe talk about mobile .
Do some M&A and expand on first party and also talk about growth .
Sort what Netflix had to do when they were losing content .
Doubtful. They're coming off a year as one of the top publishers on Steam and having success with Game Pass. People subbing to GP on their app didn't stop their games from being top sellers on Steam and seemed to have really good synergy to push early access sales of Forza in particular.
As a PC gamer Xbox is of course the better option between two consolidation evils right now. At least they are committed to publishing all of their content on PC on multiple storefronts and also pushing Cloud streaming for mobile/browser.
Buying one of the big Japanese publishers just seems like a different ballgame altogether. Feels like one of the major ones would have been acquired already at this point if it was doable.
Of course they have to do something. But copying MS is not the answer. MS is going to spend billions and billions more, no way can Sony match up to them
I would say keep doing what they are doing now, focus on quality, make smart acquisitions when available and maybe acquire a small publisher to push Indie and AA initiatives. Also, stop chasing profits in the short term and simply try to hold the marketshare.
I mean it's going to rebound, that's why people are buying now as well.
Well, Sony will respond with something, just don't know what. I expect an acquisition will be announced sometime before the end of the year.
I feel like the obvious candidates are Square-Enix and Capcom, maybe Sega.
I know some feel like those won't do much but I think they definitely would. I don't see Sony trying to go after Take-Two though.
I feel like the obvious candidates are Square-Enix and Capcom, maybe Sega.
I know some feel like those won't do much but I think they definitely would. I don't see Sony trying to go after Take-Two though.
Yeah, even if they do go after something like Take Two they aren't going to say "we're going after Take Two so don't worry about us!" That is not the way businesses work, lol.
QUOTE="HeartlessNobody2134, post: 80501321, member: 43205"]
Well, Sony will respond with something, just don't know what. I expect an acquisition will be announced sometime before the end of the year.
I feel like the obvious candidates are Square-Enix and Capcom, maybe Sega.
I know some feel like those won't do much but I think they definitely would. I don't see Sony trying to go after Take-Two though.
[/QUOTE]
Either of these two would be a big, big deal, despite what people might say around here.
MS wants Gamepass to be attractive. They really don't care where you play.
It won't be enough. They will fall behind hard. They need more games and more IP you can only get on PS or there will just be less and less reason for anyone to go with their hardware, period.
They cannot, in any sense, just double down on the hardcore PS Studios fan market.
Literally.
SIE is getting their legs swept from under them, but apparently they should just pre-emptively lay down in order to...still get beat the fuck up, lol
I don't think some folks have realized that MS will not stop at this point; there's no going back~
With regards to reviving older IPs, I don't see that happening this gen because WWS have gone all in on AAA production, and have retooled specifically to meet that goal. I can't recall if it was Layden or Ryan that said they wanted fewer, but bigger hits from WWS.
Unfortunately, they clearly not rely on 3P software to fill in the gaps between their big hitters now.
They need big IPs which are still alive and strong. The IPs you've mentioned above are dead. Nobody (besides some hardcore Sony fans) cares about them anymore.
I kept them. I think (or hope) they will go up again after the dust settles. Please god. Lol.
They are willing to sell because investors want money. Pay the right price and it's done.
Square-Enix, Capcom and all the others will disappear anyway in the next 5 - 10 years. It's either Sony or Microsoft, Tencent, Amazong, Facebook, Amazon or Google. Hell even Nintendo might get Capcom.
What happens if you are beaten by someone with a club, and you only have a straw? If you feel its an exaggerated analogy, remember MS just dropped 70 billion dollars.
Not saying Sony shouldn't do anything, but they have to be smart and play to their strengths. MS is continue to spend billions and billions. Sony simply can't keep up even if they want to.
Er, MS releases their games on PC day one, and would sell their games on PS and Switch if they could.
It's pretty simple, really.
If Sony "dies", then they die.
But given what we know of Sony's current leadership and where they view the organization as a whole, it's likelier than not that they would do what they can to be more competitive.
Will that be enough? Who knows.
¯\_(ツ)_/¯
If Sony "dies", then they die.
But given what we know of Sony's current leadership and where they view the organization as a whole, it's likelier than not that they would do what they can to be more competitive.
Will that be enough? Who knows.
¯\_(ツ)_/¯
Sony might have to start aquiring things just to stay competitive, even if it won't be as big as Activision/Bethesda. Take-two makes the most sense if Sony was serious. Before today, I would have said Take-Two was too big to buy out. But actually i don't really think so.
I'm sure they will rebound soonish. I'll also likely rebuy some stock tomorrow.
I think this is important to reiterate. I notice some people are still focused on what Sony can do to push hardware, in the very near future solely pushing hardware will be irrelevant. It's all about the service, both on their console and more importantly the wider ecosystem beyond it. Microsoft was talking about this back in 2015, and laying the groundwork with development of their PC store and cloud infrastructure. Sony is barely starting to look at this now, 7 years later.
That's where Sony is slipping behind, they're 5 years behind Microsoft in the development of their service and it'll be tough to catch up.
Yes PS will lose access to those games... but you are all acting like because of that ALL the people who played COD on the PS will buy an Xbox tomorrow (or a gamepass)
Of what? The future of MS or the future of gaming? (I want to see the receipt)
It's a big move by MS but this is crazy talk. Sony are comfortably home console market leaders.
And somehow you don't think "the optics" are intertwined with the money, with the success, with the way Jim Ryan has been running Sony since taking over? You think that Jim Ryan and his team have somehow been able to launch a wildly successful new piece of hardware, one that has dominated mindshare since the moment it was announced, that has had tremendously positive social media engagement, and has propelled Sony to a record setting couple of years for the Playstation brand, and somehow did all of that with bad optics and bad PR? DO you realize how monumentally stupid that sounds? (though I'm sure I'll hear the equally ridiculous counter that they did all of this in spite of Jim Ryan, and/or the PS5 would have sold itself) The idea that Jim Ryan/Playstation as a brand have "bad optics" is fucking absurd and exists only as a figment of ResetEra (and other similarly out of touch pockets of the internet) where mountains are constantly made out of mole hills. Where 20 page threads are routinely made out of things 99% of the average consumers will never even hear about? A majority of Playstation owners (and there are a lot of them, credit to that bad PR I guess) don't even know who Jim Ryan is, probably by design, and yet to hear it from some people you'd think he was actively turning people away from Playstation and ruining the brand, you know, with all of that "arrogance". Its such a stupid, braindead take constantly paraded around here and all it does is shit up the discourse and lead to the same stupid circular arguments.
They can easily buy Square-Enix and Capcom if they wanted to. Just as an example. They have a lot of cash. A lot.
Then they can "play their strengths" with their new IPs while providing content for Spartacus.
Just keep buying a few more Housemarques an Bluepoints is a losing strategy. It won't be enough. They can't compete with a few Returnals against Microsoft's and Nintendo's IP power.
I can't believe I'm saying this, but Sony should buy Square Enix if they have the opportunity. It guarantees that Final Fantasy continues to release on PlayStation platforms, they have immediate access to the most popular MMO right now & they also get devs like Eidos Montreal & Crystal Dynamics.
But knowing Sony, they would probably shut down FFXI the second the deal closes.
But knowing Sony, they would probably shut down FFXI the second the deal closes.
Yeah, it's likely that at least the next two years or so of COD will still be on ps5, we'll see what happens after that.
From my reading of the Steam results, I would say the opposite is what I find, at least for the bigger releases. FH5 releasing day and date on steam was nearly matched by GoW on steam close to four years after initial release in terms of concurrent players (and this stat skews in favor of FH5 due to being a true premier launch already). MS made a lot of noise about 15 million players on that game and everything, but its boxed sales can be compared to GoW coming to steam 4 years later after selling 20 million copies on PS. This to me seems like perfect reason to not put your games on a sub service at launch if you want to also get boxed sales. I see MS pulling out of steam releases sometime in the future but obviously this is just a feeling and maybe they never will.
This exactly. This is why I meant by Sony getting flanked (although I didn't word it how I wanted). They've not done their due diligence on services and cloud infrastructure. MS played the long game and Sony has fallen behind where the industry is headed. Although of course, it doesn't really matter when a company can just drop $70 billion and you can't anyways. I don't know what describes it. Arrogance? Stubborn? Short-sighted? Either way, somebody or people at the top missed these signs.
Microsoft is making their service look attractive, not their necessarily their console. All their games are day 1 PC on Gamepass, call me when Sony has that level of service.
That's Nintendo with the Switch.
And Microsoft now has Xbox Game Studios, Bethesda and Activision-Blizzard. On Game Pass with XCloud.
More acquisitions are coming. Nothing is "comfortably" for Sony anymore.
Like I already said, some people aren't realizing what happened today.
My biggest worry is SIE's AAA output suffering because they can't rely on 3P revenue funding development if acquisitions of this scale continue. Nor can they rely on 3P software to plug-in the gaps during 1P droughts. That'll further incentives Sony to monetize their big hitter to stay afloat (I don't want a ton of MTX in my GoW!).
And yes, COD is a big enough console mover that I fully expect it to affect PS's hardware sales by the end of the generation.
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