Some additional stats for those interested.
Q2 YoY:
Revenue: +12%
Profit: +184%
Hardware units: -22%
Hardware revenue: -24%
Game Software Units: +15%
First Party Software Units: +13%
Game Software Revenue: +28%
Content & Services Revenue: +28%
Monthly Active Users: +8%
---
AI says ...
Overall, despite a decline in hardware metrics, significant gains were observed in game software and services, along with a substantial rise in revenue and profit. 📈
---
Some quotes w/ additional context
- Total play time also increased 14% compared to the same month last year and 11% on a cumulative basis since the beginning of the current fiscal year compared to the same period of the previous fiscal year, demonstrating steady growth for the platform
- PS Plus is providing a stable base of earnings as sales on a U.S. dollar basis increased 18% year-on-year. This is due to an increase in ARPU (average revenue per user) primarily resulting from a shift to higher tiers of service and the impact of price revisions.
- As for third-party software, sales significantly grew due to contributions from solid franchise titles as well as hit new IP, including a new sports title and an action RPG title from China.
- Astro Bot, released on September 6, has received a Metacritic score of 94 and has garnered high praise from the gamer community. It is a hit which has sold over 1.5 million copies in the nine weeks since its release.
- 37% of the users who purchased Astro Bot had not purchased a firstparty title from us in the last two years
- The percentage of younger age groups and families purchasing the title was much higher than other titles, and the title is contributing significantly to a widening of the user base through the acquisition of new users and the expansion of our title portfolio.
- We launched two live service games this year. Helldivers 2 was a huge hit, while Concord ended up being shut down. We gained a lot of experience and learned a lot from both.
- We intend to share the lessons learned from our successes and failures across our studios, including in the areas of title development management as well as the process of continually adding expanded content and scaling the service after its release, so as to strengthen our development management system.
- We intend to build an optimal title portfolio during the current midrange plan period that combines single-player games, which are our strength, and which have a higher predictability of becoming hits due to our proven IP, with live service games that pursue upside while taking on a certain amount of risk upon release.
- Starting with Ghost of Yōtei, which is a sequel to the smash hit Ghost of Tsushima, we plan to continue releasing major single-player game titles every year from next fiscal year onwards.
Log in to comment