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Daniel Ahmad
@ZhugeEX
Comments from Sony CFO on PS5 software offerings: - Aggressively invest in in-house studios. - Increase development + personnel costs for in-house studios by $180m. - Establish partnerships with studios such as Haven. - Enhance social and platform capabilities of games
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Daniel Ahmad
@ZhugeEX
Comments from Sony CFO on PS5 hardware and engagement: - Demand higher than supply. - Expect to continue outpacing PS4 but supply constraints will continue. - Expect hardware + peripheral profitability to remain stable. - Gameplay time in Mar 2021 was 20% higher than Mar 2019
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Daniel Ahmad
@ZhugeEX
Comments from Sony CFO on next quarter: - Software sales next quarter will be lower than the same period last year, due to lockdown boost last year. Note. Xbox said the same thing yesterday. - Expect growth the quarter after. - Expect to maintain and expand PS+ subscribers.
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Cardcaptor MAKI
@nocotomi
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@ZhugeEX
The hoops they have to go through to pre-calm the markets, even as they continue to overperform... It never ceases to amaze me how hard it is to satisfy the speculators.