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由jhermannITJ編輯：
8/7/2025 4:58:35 PM
36
Lol.
[i]"Please be aware that, in the following remarks, statements made with
respect to Sonyʼs current plans, estimates, strategies and beliefs and
other statements that are not historical facts are forward-looking
statements about the future performance of Sony. These statements are
based on managementʼs assumptions in light of the information currently
available to it, and, therefore, you should not place undue reliance on
them.
Sony cautions you that a number of important factors could cause actual
results to differ materially from those discussed in the forward-looking
statements".[/i]
That's the disclaimer that began the Q1 earnings call.
This is the transcript of the CFO's presentation:
[url]https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/25q1_sonyspeech.pdf[/url]
Here's the presentation itself:
[url]https://www.irwebmeeting.com/sony/fast/20250807/Hm92pdqE/202603_1q_02_en/01_speech/index.html[/url]
As you'll note these comments are not included in the script or presentation.
And actually, if you watch or read the presentation... she credits Bungie in part for a 40% increase in revenue per the Sony 1st party portfolio.
The comments Ali is misrepresenting comes from the Q/A session after.
Here:
[url]https://www.irwebmeeting.com/sony/fast/20250807/Hm92pdqE/202603_1q_02_en/03_qa/index.html[/url]
Integration started 1 year ago time and is ongoing.
😇👍💠
Tldr: The most important statement made during the Q1 presentation, not referenced by the hate baiting journalist Ali,
[i]"In our studio business, our live service game revenue is steadily
growing thanks to the MLB The Show series, [b][u]Destiny 2[/u][/b] and Helldivers
2, and [b][u]it contributed more than 40% of our first-party software
revenue during the quarter[/u][/b]".[/i]
Do people know what "1st party" means?
It means Bungie IS... and HAS been a 1st party Studio... A Sony Studio. Like I've said many times before guardians.
It means, that Destiny 2 is partly responsible for a 40% increase in revenue for Sony.
Stop lightning tiny matches and handing them out as torches... It's ridiculous. It's a gross negative mischaracterization of reality.
English
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Thanks for posting those links…super informative and I agree Bungie is (and has been) in a good place with a stable home within SONY’s live service portfolio. Especially when adding in previous FY reports. OK, so this release has been an apparent low point to many, who can take a break and see what they think next year. I’m dialing it back (first release I have not bought…yet), but still love Destiny and confident they will figure out current challenges one way or another. Sony taking more control of one of it’s core studios is a positive, is not surprising, and pretty typical with acquisitions…honeymoon is over…destiny doesn’t need executive independence, it needs executive experience and leadership to allow the development/art/story/….teams to operate efficiently. “Independence” was an obvious catch-phrase to ease the transition. Current leadership is obviously “strained” and it shows. To others concerned, the exchange rates are posted right in the report, so read the slides. Or…try google. Yen’s, Euros, or Dollars; the numbers are directionally relevant. Even if Bungie is only 10-15% of Live Service revenue ( and I’m not saying it is) the revenues are enough for Sony to take notice (obviously) but the wheels are still on the FN bus. Especially since Q1 for Sony has, what…preorders, eververse swag, and 70% off discount purchases? Q2 will be a good read. Bungie…If Gramma Eva goes away, I’m FN out. Oh yeah….to whoever is judging Sony on the Walkman losing relevance in…1991?…a whole hearted Bronx Cheer to you….shoulda bought/held Sony stock in the past 2-20 years MF!! So…Samsung sucks because nobody buys VCRs anymore? Oh wait, Sony made them too. Sony Pictures. Sony PlayStation/SEN. Sony A/V. Sony Imaging. Sony Music…trade the (cough cough) cassette/CD player for the FN record company…yeah poor choice indeed…shoulda thought harder about that!!!
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No, I'm just debunking misinformation. Misinformation is bad, m'kay. Ordinatio Veritas is a principle I live by. I do support the creative devs... I do enjoy this game, I am a gaming hobbyist. I've never unequivocally supported Bungie, I called it out as it was happening because I've seen it before... to someone I admire. The creator of Mass Effect and Dragon Age. Cast slightly shifted, this time the devil was inside the house. It's important that people realize: 1. The truth 2. That you're being manipulated from the media. 😇👍💠
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Unlikely. Because there's still liability. Even with the disclaimer you can't lie to shareholders. Sony gaming is not Ubisoft, and there were major consequences. Keep living in you BS world, lol. 7.56 billion NET gains attributed to D2, MLB, & Helldivers. 😇👍💠 40% of their entire net revenue.
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由STiNKyWizLTeaTs編輯： 8/9/2025 8:49:21 AMYou do realize that $7.56B is more than what the entire company of Sony made last year. If you want to use revenue numbers, then that is between $86 and 90B, depending on the exchange rate. The entire Playstation division made $2.3 to 2.5B, so these 3 games generate more profit than the entire division? I think we are confusing gross and net. You are using Yen and not USD 1B Yen is equal to about $6.8M USD
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由Ulzana編輯： 8/8/2025 12:07:38 AMThat guy is sure devoted to touting Bungie. 40% net increase and D2 is mentioned as one of the three 1st Party Live Service games. Besides D2, The Show and Helldivers, what other 1st Party Live Service games does Sony have atm? And 1st party single player has been almost nothing compared to other years. Of course D2 was mentioned. The Show is on Xbox Game Pass which brings in easy revenue for Sony. No reason to believe whatsoever that D2 is the one carrying the weight for the two others that far outsold EOF. Although, the Eververse store is likely a decent cash cow for Sony since it's relatively cheap overhead with outrageous prices. "Live-service games accounted for 40% of Sony's first-party software revenue in Q1, but "for the full year it's a little less, probably between 20-30%" - Tao Looks like putting lipstick on the pig. Sony spinning as hard as they can to make the current numbers look better to the shareholders.
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由STiNKyWizLTeaTs編輯： 8/9/2025 8:46:48 AMYou do realize that Sony shareholder meetings are represented in Yen and not USD. They use Japanese reporting standards. 1B Yen is equal to $6.8M USD. 19B puts you in the area of Apple. If that were true, this stock would be going straight to the moon.
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Lol, you obviously weren't paying attention. And MLB is AMERICAN baseball. Central America Japan US Helldivers is a small game, cheap sku... and became region locked decimating the player base. It is coming to Xbox, but that hasn't happened yet. So that means actually... 🤓 it's reasonable and rational to put Bungie at #1. That's why Sony paid 200 million over market. Because this game prints money. Conservatively billions with an "S"... multiple billions last year. 😇👍💠
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If Bungie pulled even a fraction of your delusional revenue claim they wouldn't of entertained Sony. Parsons car collection would rival J.Lenos. Sony are only in charge because Bungie was up sh*t creek without a canoe let alone a paddle. They don't have a billion turnover. Last quote I saw was 400m/500m and that was before Sony with more than double todays playerbase.
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I think it was 2021/22 revenue games charts, bungie were put at 300m over the year, digital extremes (Warframe) were 280m. Bungie had 1600 staff & spent 100m on studio rent & never used the studio, & are in Seattle so super expensive, digital extremes had 75 staff.
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Yeah he's way off or it's misleading at best. From THE gaming journo who's trusted, jason schrier, Sony & bungie both agree destiny is in its death spiral, this was a year ago & what's actually happened backs this up. 500 layoffs, big expansions cancelled, year on year downward profits since Shadow keep, youtube views, twitch views & directory, Google impressions, all downward trending as people lose interest, over a 5 year period. Remember this is the company still telling investors marathon will be their next big thing, yet they're on record saying bungie management are a huge issue, they've delayed the one project their life depends on after dev failures, & they've only got till march to rebuild & redesign the whole thing - & they just had to remove other logos stolen from a car manufacturers website. Then there's the current ongoing court cases for stealing story, & gross negligence & -blam!- abuse stuff. Yet destiny is the future lol, when every other metric says the total opposite,
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由Ulzana編輯： 8/9/2025 5:37:24 PMSony has said that Marathon will likely be released by March or it may be cancelled. They didn't indicate any interest in delaying it further to improve its chances of success. Sony isn't making Bungie walk the plank, they're pushing them off. It's sink or swim for Bungie and Sony is not going to throw them a life jacket. For the BDF to see anything positive for Bungie from the latest news is pure delusion. As for the future of Destiny, that's in Sony's hands and who knows where that might go. I am curious how much revenue Sony might stand to get from Destiny Rising - If any, down the road. If DR is a decent revenue stream, Sony might not see any need to risk more on the Destiny franchise in the near term. I would hope they put their weight behind a future Destiny 3 that finally delivers on all the wasted potential of the last 11 years.
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由Ulzana編輯： 8/8/2025 5:48:52 PMYep, and Microsoft would not have passed on purchasing them. They'd have gobbled them up. MS instead said that Bungie burned through their cash faster than they could sustain. And as you said, that was when player numbers and DLC sales were much higher than today.
