TheDarkPhantom
Gold Member
Options 1&2, end of story.
Still, all the respect from me for putting so much thought into this post!That's what it seems like. But with how talented they are, Arrowhead could probably adjust to working in a SOCOM type of design space. It'd really come down to if they're interested.
Seriously gotta think they are having talks with Arrowhead right now. Either for an acquisition or a very strategic long-term partnership, including funding for investments and even more collaboration with 1P studios plus long-term publishing deal. Sony'd be completely crazy to not be doing that.
Koei-Tecmo do have sensible budgets for their games, and some useful IP, just not sure where they'd fit as an acquisition. Games like Ninja Gaiden or DOA...Sony could always just co-fund or co-develop on them, arrange marketing deals etc.
Square-Enix seems to have a bit messier management, but they do have more IP I'm personally fond of than Koei-Tecmo. Still, even for FF XIV I dunno if Sony "need" to buy them; they could definitely extend their working partnership beyond mainline FF games though, and crate dig some of Square-Enix's legacy IP for new games, remakes/reboots etc.
I tried :/
"PC" is not even in the title, sir.
The posting got kinda hectic but the Brief Summation part is there, 2nd post. Could probably make it more brief but I'm beat.
This is an interesting post that puts a lot of the pessimism regarding GaaS-focus into perspective:locking down their smaller partners and enabling them with increased resources and access to sonys internal tools, engines, rigs, experts,
Keeping the same number of AAA exclusives, but releasing double or triple the number of games by also releasing AA Original and IP games using a mix of new teams at their big studios and from new acquisitions.
For every game like spider man, there should be 2 smaller games on the same engine, by the same studio, made by support teams, filling the gap until the next major release. This should be repeated accross all their major studios. Whilst they double down on making things like returnal and helldivers, and have even smaller teams making things like dredge or road96
This will significantly ramp up their total yearly output; allow more risks, and much more diversity in titles. This is what they should have done imo instead of “50% of our games will be GAAS”, an initiative they’ve spent billions on, and so far (helldivers doesn’t count it was being made already) all we’ve seen is a graveyard of large scale cancellations and corresponding job losses
No, according to Sony the first of the 12 franchises was MLB. Slide from 2021/2022:
Notice Gran Turismo 7 isn't listed as a "single-player game catalog" or "live services game catalog" because these graphs seem to be to differentiate the type of products, but GT7 can be included in both sides and wouldn't make sense to include another column for GT. In fact, both columns lack important franchieses for them. They only listed there some examples wanting o highlight than in recent years they focuse in non-GaaS SP titles, and now they'll add also more effort in the MP/GaaS side.
Updated page for last year:
I'd say they don't include here mobile games, as it's the case of Neon Koi game and the Horizon game with NC Soft.
- Out of the 12 (later, when acquired they added Bungie) this year they'll have in the market MLB, Gran Turismo, Destiny, Firewall, Helldivers, Concord (6 franchises, as estimated in the graph)
- They cancelled TLOU Online and London new IP (8 franchises)
- Next year or later -some beyond the initially estimated max. March 2026 target- they should release Marathon, Fairgame$, Deviation's game (development seems to have been rebooted and delayed), Horizon Online, Firesprite MP game, another Bungie IP (14 franchises)
- They have margin to cancel 2 more, or move them outside the group because of their release date. Doing so they'd still have 12 franchises with GaaS
They are around still, just not as committed to writing literal thesis on the bloodline of a company that at the end of the day gives no shits about you. Actually, Xbox fanatics would probably do just that.He only writes about Sony though lol. This place used to have insane Xbox people too but they have seemingly left or commited sudoku
It's the publicly viewable votes. It making people crazy they can't pad the stats without being called out.
He only writes about Sony though lol. This place used to have insane Xbox people too but they have seemingly left or commited sudoku
It's the publicly viewable votes. It making people crazy they can't pad the stats without being called out.
Apologies dude I missed that one, I still think you're nuts for how much effort you put into these threads though lol.Bro I did a similar thread about Microsoft like two weeks ago:
https://www.neogaf.com/threads/why-...-business-model-makes-business-sense.1667077/
It's like the same type of analysis but from the Microsoft POV. Will they do any of stuff mentioned there? Who knows. Plans can always change, same for Sony.
Was thinking about doing one for Nintendo, but there's probably not too much to go over, they don't really have a multiplatform strategy like Microsoft or even Sony. I think most of the flexibility on their end would be in transmedia adaptions of their IP.
...also most of the Xbox diehards either stick to purely Xbox threads or left for ResetERA and XboxERA. Or Twitter, like Senjutsu Sage.
locking down their smaller partners and enabling them with increased resources and access to sonys internal tools, engines, rigs, experts,
Keeping the same number of AAA exclusives, but releasing double or triple the number of games by also releasing AA Original and IP games using a mix of new teams at their big studios and from new acquisitions.
For every game like spider man, there should be 2 smaller games on the same engine, by the same studio, made by support teams, filling the gap until the next major release. This should be repeated accross all their major studios. Whilst they double down on making things like returnal and helldivers, and have even smaller teams making things like dredge or road96
This will significantly ramp up their total yearly output; allow more risks, and much more diversity in titles. This is what they should have done imo instead of “50% of our games will be GAAS”, an initiative they’ve spent billions on, and so far (helldivers doesn’t count it was being made already) all we’ve seen is a graveyard of large scale cancellations and corresponding job losses
This is an interesting post that puts a lot of the pessimism redarding GaaS-focus into perspective:
Shorter, more focused, gameplay first games ... stop this bloated open world ultra cinematic nonsense .. this eat costs, take 4 years to make and is just not fun to play.
Good acceptable graphics
60 fps fluid gameplay
Nice simple story with no agenda/propaganda bullshit
Gameplay first story second
15-20 hours max game time
No filler, side bullshit (cut costs)
Recognize your audience still is predominantly male and make games accordingly
Stop the woke/feminist bullshit for "muh awards"
They are around still, just not as committed to writing literal thesis on the bloodline of a company that at the end of the day gives no shits about you. Actually, Xbox fanatics would probably do just that.
Still, people need to step back from the edge of the cliff that is idolised commitment to a faceless corporation that cared so much about the player that they fired 900 people last week and cancelled at least one game known of.
I want Sony to acquire publishers and Japanese Devs.
I also think it would be a massive win for everyone if they bring some exclusives to PC and other platforms
I'd go with mostly the first two. I'd probably have their teams not put anything too controversial in the games and keep beloved characters alive. The goal would be to be able to grab as large an audience as possible and not drive anyone away. Making the AAA games as safe as possible but pushing the gameplay and graphics. I'd also just pepper in a couple of aa and smaller games whether it be from Sony personally or them paying others and make sure folks know it is from Sony's money. I still think they need better scheduling management of their releases.
If you know AAA games take 5 years to make then expand the team and have a portion make a game that just takes less than 3 and another team for a spinoff/dlc for the AAA game so you get pretty much 4 games in 7 years from that . The studio also won't get burnt out working on one game for so long.
edit: I haven't even completely read the opening post. I'll do that when I wake up
genuine question: Why are you writing all of this?
thicc_girls_are_teh_best I love your threads, but holy crap that's not a wall of text it's a novel!
Apologies dude I missed that one, I still think you're nuts for how much effort you put into these threads though lol.
I wonder why all the Xbox guys have moved away from gaf, it's annoying because now all the Sony warriors troll PC threads as they have no Xbox warriors to target lol.
Going by what yurinka said, GT7 is part of the 12 GaaS titles, just like Destiny and MLB.Hold on...so GT7 isn't part of the 12 GaaS initiative? It really was mostly 12 whole new GaaS games (some of which are now cancelled)?
Fair enough.Same reason I wrote the Microsoft one couple weeks ago and might write a Nintendo one in the future: I like writing and I like gaming.
If they have acquired arrowhead it would follow a common pattern for their recent purchases. Studio they’ve worked with closely for many years release a big new game that is much more ambitious than their prior ones. It does well, they buy them soon after.Well there's a rumor they've acquired Arrowhead; if it's not true it needs to become true. That'd be a perfect partner to acquire for them with mutual benefits.
The studios being able to make multiple games would require some of them to grow bigger than they currently are; at some point there's probably a limit to the size these studios can increase which would put a cap on how many games they can simultaneously develop. But I agree with studios having the capacity to do 1 AAA game and a couple of AA games alongside that, and maybe some side expansions for the AAA game if feasible.
Hold on...so GT7 isn't part of the 12 GaaS initiative? It really was mostly 12 whole new GaaS games (some of which are now cancelled)?
Another benefit of this would be, they could stop chasing MetaCritic as a gauge for a game's reception. MetaCritic needs to seriously restructure how it handles aggregation anyway, IMO. It's screwed over way too many developer bonuses.
I'm not blind to the reality that Sony don't care about me, just like any other company. They only see us as a dollar, just like politicians only see people as a vote. But that doesn't mean I have to roll over and take whatever they want to push even if it's not to my tastes, and that goes for other customers.
We're so quick to let companies do that because we go "well that's what the investors and shareholders want", but why are those investors and shareholders there? Because of the customers who buy the products in the first place? So I think customers are at least comparable in importance to the investors and shareholders, when you really think about it.
If these companies have to provide quarterly fiscal updates to stockholders, why can't they be expected to provide progress updates on upcoming games and reveals? If these companies are expected to maximize their business operations to make money for shareholders, why can't they be expected to maximize the value of their consoles to make that investment worth it for console buyers?
Of course it's part of the 12 IPs with GaaS they originally planned to be released between FY21 to FY25, these are my bets:Hold on...so GT7 isn't part of the 12 GaaS initiative? It really was mostly 12 whole new GaaS games (some of which are now cancelled)?
The problem I see with this is if you cut the games length in half you pretty much are playing games during the ps3 era since most games during the ps4 pretty much doubled in how long you played the main scenario and had 3 or 4 times extra content. It makes no sense to cut the price that much if that is what they do.This is what I was suggesting kind of when mentioning Sony breaking the big AAA games into smaller "installments" and pricing them cheaper per installment, but where each one could release every couple of years. Although your suggestion's a bit different, I think the assumption is if the AAA SP game is being made on a shorter time scale it's naturally going to be smaller so the price should be reflective to match. But then you have the spinoff/dlc/expansions for that game that can release every couple of years, that's what I had in mind with the "installments" idea.
So example, instead of a GOW that takes seven years to see the light of day, you develop it as three "installments", each one feels like a game unto itself but comparable in length to certain expansions they've released in the past. Then the next part comes out maybe 2-3 years after the last, building on the meta story but having its own self-contained story too, adding new mechanics, continuing progress etc.
It does, it had like 3 years of development before SIE started their live service plans, which obviously affected the final product in several ways.helldivers doesn’t count it was being made already
Gran Turismo 7 is not GaaS and SIE agrees with that. Also, the Bungie games were never part of the roadmap, not sure why you included them.Of course it's part of the 12 IPs with GaaS they originally planned to be released between FY21 to FY25, these are my bets:
- MLB - 2021
- Gran Turismo - 2022
- Destiny - 2022 (acquired)
- Firewall - 2023
- Helldivers - 2024
- Concord - 2024
- Marathon - 2025
- Horizon Online - 2025
- Firesprite MP game - 2025 (the cancelled Twisted Metal according to Jason Shredder still wasn't greenlighted so it's another one)
- Fairgame$ - 2026
- Matter - 2026
- Deviation's game - 2027 (development apparently rebooted / greatly delayed)
London Studio new IPTLOU Online
Right, this is a more accurate list.Hold on...so GT7 isn't part of the 12 GaaS initiative? It really was mostly 12 whole new GaaS games (some of which are now cancelled)?
I think some will say that Firewall Ultra is the one missing title, but nah, that was just a normal MP game.It was 12 GaaS series, with Horizon having 2 games in development (the Guerrilla and NCSoft ones), and MLB The Show obviously getting new titles each year.
So far, we know they cancelled games of 5 different series,
The Last of Us Online
Twisted Metal
London Studio's new IP
Deviation's new IP
Insomniac's Spider-Verse project
which would lower the number to 7.
MLB The Show
Helldivers
Concord
Fairgame$
Horizon
Neon Koi's new IP for mobile
As of now, we're only missing 1 game of their live service roadmap. Of course, they also have the Bungie stuff, but that is separate.
If they have acquired arrowhead it would follow a common pattern for their recent purchases. Studio they’ve worked with closely for many years release a big new game that is much more ambitious than their prior ones. It does well, they buy them soon after.
Yah, true, tho they have been rapidly expanding the size of many of their studios. Sadly a lot of that expansion had been directed towards GAAS initiatives at their big studios, ostensibly so they could have a company like guerrilla continue to make their main single player games whilst also making GAAS. A lot of these recent job losses seem to be at these initiatives, the biggest known one being the cancellation of last of us Gaas. I know that was meant to be an entirely separate team, but I find it hard to believe it didn’t drain some resources from the main team, which would explain their seemingly anaemic output this gen, aside from remasters it’s looking like we will be lucky to see any new major release from naughty dog this entire generation, which is such a waste.
Feels like the new leadership will see some sort of realignment in terms of content. Which to be fair is common in leadership changes.
Of course it's part of the 12 IPs with GaaS they originally planned to be released between FY21 to FY25, these are my bets:
First they said "more than 10", later 12, and later bought Bungie who knew had one and were going to release two more in this period. Pretty likely they knew that out of the dozen at some point probably they were going to cancel a few because cancelling games is very common, so having Bungie they could replace them and still have more or less that number.
- MLB - 2021
- Gran Turismo - 2022
- Destiny - 2022 (acquired)
- Firewall - 2023
- Helldivers - 2024
- Concord - 2024
- Marathon - 2025
- Horizon Online - 2025
- Firesprite MP game - 2025 (the cancelled Twisted Metal according to Jason Shredder still wasn't greenlighted so it's another one)
- Fairgame$ - 2026
- Matter - 2026
- Deviation's game - 2027 (development apparently rebooted / greatly delayed)
London Studio new IPTLOU Online
Later they saw some were not going to release on time so dropped their initial March 2026 goal. Which is also common, games get frequently delayed specially before publicly announcing release dates.
I just checked the poll results and I am pleasantly surprised to see AA exclusives at the top. It's just a ball sack hair in first but still impressed. Whenever I'm browsing threads I mostly see folks talking about wanting more big budget Horizon, GOW, TLOU, GoT, etc.
The problem I see with this is if you cut the games length in half you pretty much are playing games during the ps3 era since most games during the ps4 pretty much doubled in how long you played the main scenario and had 3 or 4 times extra content. It makes no sense to cut the price that much if that is what they do.
I truly believe it will backfire if they continue releasing everything on PC, even if they don't do day and date. If they adopt day and date releases, they might face a situation similar to what Microsoft experienced next generation.
I also think implementing price hikes for games, subscription prices, and mid-gen console prices while making all exclusives available on other platforms is ridiculous. It suggests they believe they can sell solely based on brand power, which might be true today but is unlikely to remain the same in the long term if consumers feel the value is diminishing.
Sony should go into the Pachinko business.
What makes me worry the most about Sony is the fact that IIRC, Playstation is their biggest breadwinner. Their camera business is doing just ok. Their huge blockbuster movies have been underperforming lately aside from very, very few standouts like Spiderverse. Mobile is almost nonexistent. They’re trailing behind other cheaper TV brands. Their headphones are trailing behind other audiophile brands.
It just feels a bit volatile and it’s something to consider each generation when adults and younger audiences stray further and further away from traditional consoles.
Gran Turismo 7 is not GaaS and SIE agrees with that. Also, the Bungie games were never part of the roadmap, not sure why you included them.
Right, this is a more accurate list.
I think some will say that Firewall Ultra is the one missing title, but nah, that was just a normal MP game.
I don't know...I think it can't just be this reliance they should bank on. Their movie output shouldn't be as bad as it is right now.Which really means they should be doubling-down on the console ahead of anything else, and finding ways to diversify not just software but hardware (i.e portable handhelds alongside the home console, etc.). Even things like enhancing the console experience (Steam has some great features absent on PlayStation; Sony should be adding them).
For movies, the box office revenue needed to just to breakeven is closer to 2x.I don't know...I think it can't just be this reliance they should bank on. Their movie output shouldn't be as bad as it is right now.
Here's an example: 2023 Sony Movie output
*June 2, 2023 Spider-Man: Across the Spider-Verse
*September 1, 2023 The Equalizer 3
*December 22, 2023 Anyone but You
March 10, 2023 65
June 23, 2023 No Hard Feelings
August 25, 2023 Gran Turismo
September 15, 2023 Dumb Money
November 22, 2023 Napoleon
February 14, 2024 Madame Web
* = The only successful movies, the rest were bombs. This is a ratio of 3/9 successes, with only one movie being a gigantic success(Spiderverse). That is just plain awful.
(Also for anyone fact checking this, keep in mind 50 million budget with 50 million earnings is not breaking even. Hollywood math means you need 1.5x earnings just to be considered breaking even due to marketing and other factors).
Literally unless there is some high-level blackmailing or nepotism happening, Avi Arad and the band of bad decision-making clowns have to eventually be removed from Sony Pictures.
Sony Music and SMEJ are doing fine, but even combined, they cannot match the amount of money SIE does on its own.What makes me worry the most about Sony is the fact that IIRC, Playstation is their biggest breadwinner. Their camera business is doing just ok. Their huge blockbuster movies have been underperforming lately aside from very, very few standouts like Spiderverse. Mobile is almost nonexistent. They’re trailing behind other cheaper TV brands. Their headphones are trailing behind other audiophile brands.
It just feels a bit volatile and it’s something to consider each generation when adults and younger audiences stray further and further away from traditional consoles.
Sony has been trending to a gaming company. Their gaming division is the biggest so whether gaming does great or tanks, the entire company goes with it. Thats why the recent earnings release the stock dropped 10% over a week all because they said PS5 console sales are forecasted to be weaker than expected. If MS announces Xbox sales are weaker than expected nobody cares since Xbox and gaming is so small you'll be lucky to get a couple bullet points about it in their Powerpoint recap presentation. It'll be buried right beside bullets about Surface laptops. All the while something like Azure gets an entire slide by itself.What makes me worry the most about Sony is the fact that IIRC, Playstation is their biggest breadwinner. Their camera business is doing just ok. Their huge blockbuster movies have been underperforming lately aside from very, very few standouts like Spiderverse. Mobile is almost nonexistent. They’re trailing behind other cheaper TV brands. Their headphones are trailing behind other audiophile brands.
It just feels a bit volatile and it’s something to consider each generation when adults and younger audiences stray further and further away from traditional consoles.
Do you find this worrying?Sony is also spinning off most of that finance/insurance company, which means what they got left.... gaming, tvs, music and movies etc... just got more concentrated. which means gaming just got more important since that finance arm I think has been a consistently good performer for a decade.
They totally could. Sony is huge. 10 years ago or so, that TV division was losing billions per year dragging down the whole company. They survived fine after restructuring.Do you find this worrying?
Let's say they encounter two bad generations back to back in the gaming industry. Could they weather that storm?
I mean, they can go into mobile gacha gaming as a second pillar!Yeah that worked out so well for SEGA, SNK and Konami in terms of game development did it? .
I don't know...I think it can't just be this reliance they should bank on. Their movie output shouldn't be as bad as it is right now.
Here's an example: 2023 Sony Movie output
*June 2, 2023 Spider-Man: Across the Spider-Verse
*September 1, 2023 The Equalizer 3
*December 22, 2023 Anyone but You
March 10, 2023 65
June 23, 2023 No Hard Feelings
August 25, 2023 Gran Turismo
September 15, 2023 Dumb Money
November 22, 2023 Napoleon
February 14, 2024 Madame Web
* = The only successful movies, the rest were bombs. This is a ratio of 3/9 successes, with only one movie being a gigantic success(Spiderverse). That is just plain awful.
(Also for anyone fact checking this, keep in mind 50 million budget with 50 million earnings is not breaking even. Hollywood math means you need 1.5x earnings just to be considered breaking even due to marketing and other factors).
Literally unless there is some high-level blackmailing or nepotism happening, Avi Arad and the band of bad decision-making clowns have to eventually be removed from Sony Pictures.
Sony has been trending to a gaming company. Their gaming division is the biggest so whether gaming does great or tanks, the entire company goes with it. Thats why the recent earnings release the stock dropped 10% over a week all because they said PS5 console sales are forecasted to be weaker than expected. If MS announces Xbox sales are weaker than expected nobody cares since Xbox and gaming is so small you'll be lucky to get a couple bullet points about it in their Powerpoint recap presentation. It'll be buried right beside bullets about Surface laptops. All the while something like Azure gets an entire slide by itself.
Sony is also spinning off most of that finance/insurance company, which means what they got left.... gaming, tvs, music and movies etc... just got more concentrated. which means gaming just got more important since that finance arm I think has been a consistently good performer for a decade. Then again, maybe I'm wrong and it tanked lately and they want to get rid of it.
They totally could. Sony is huge. 10 years ago or so, that TV division was losing billions per year dragging down the whole company. They survived fine after restructuring.
They need just to consolidate on the console.
They're going to benefit from a spurt of console sales, third party game sales and probably subscriptions growth with the PS6 as Microsoft guts the Xbox brand of whatever it has left.
Their new problem on the direct competitor front will be a revitalized Nintendo with a potentially less anemic hybrid console relative to the PS5-Switch gap.
VR is irrelevant, and they should stop investing there as far as games go. Spin that off from SIE and sell it to firms looking to use VR in other ways.
They should stop porting their stuff to PC, unless it is online-heavy/only titles. In the short-term, they get a bit of money scraped off the top. I bet a lot of it comes from double dippers; enough that whatever minute actually new audience you're able to get on PC with this type of game does not offset the lost revenues (including and beyond the sale of that first party game) of double-dippers turned PC-only gamers that used to buy PS consoles.
I think, like their live service frenzy, they will back off on this. But I could be wrong.
Sort out the game production pipelines, focus on AAA with the major studios and dabble into AA/threshold AAA with smaller 1st parties like Housemarque, Asobi and Media Molecule and selective indie dealings, and you're all set for a PS6 that sells 140 million lifetime without much problem.
Exactly this. They're trading short term sales for long term degrading of the platform. Nintendo is happy they didn't go this route when they sold 13 million WiiUsThey need just to consolidate on the console.
They're going to benefit from a spurt of console sales, third party game sales and probably subscriptions growth with the PS6 as Microsoft guts the Xbox brand of whatever it has left.
Their new problem on the direct competitor front will be a revitalized Nintendo with a potentially less anemic hybrid console relative to the PS5-Switch gap.
VR is irrelevant, and they should stop investing there as far as games go. Spin that off from SIE and sell it to firms looking to use VR in other ways.
They should stop porting their stuff to PC, unless it is online-heavy/only titles. In the short-term, they get a bit of money scraped off the top. I bet a lot of it comes from double dippers; enough that whatever minute actually new audience you're able to get on PC with this type of game does not offset the lost revenues (including and beyond the sale of that first party game) of double-dippers turned PC-only gamers that used to buy PS consoles.
I think, like their live service frenzy, they will back off on this. But I could be wrong.
Sort out the game production pipelines, focus on AAA with the major studios and dabble into AA/threshold AAA with smaller 1st parties like Housemarque, Asobi and Media Molecule and selective indie dealings, and you're all set for a PS6 that sells 140 million lifetime without much problem.
Exactly this. They're trading short term sales for long term degrading of the platform. Nintendo is happy they didn't go this route when they sold 13 million WiiUs
Just keep bringing their games to PC and I’ll be happy. Hopefully day one instead of years down the line.
I do have a PS5 but PC is my fav platform.