PlayStation reveals plans: acquisitions, GaaS, and launches on PC and mobile.

Isaac VJ

Sony has revealed important data about the company's plans, about PlayStation in particular, in a talk to investors and partners.

The strategy in the games division is to grow in the coming years, until 2025, with several initiatives that will boost launches on PC and mobile, in addition, to increasing the number of "games as a service" and the expansion of PlayStation Studios, organically, and through acquisitions.
Ongoing M&A Activities: FY21 to DateSony Business Segment Briefings 2022 Game & Network Services/page 25

PlayStation CEO Jim Ryan has reiterated that Sony is not done expanding its internal studios with acquisitions and will seek new deals. Sony this year acquired Bungie, creators of Destiny and Halo, and Heaven, Jade Raymond's new studio, adding to several purchases throughout 2021.

PlayStation wants to integrate Bungie as experts in games as services, and this expands an aspect in which they did not have studios dedicated to this business model; Games as service or "GaaS" account for almost half of the investment of PS5 and plans to increase it to 55% in the fiscal year of 2025.
Expanding Our IP: Increasing New IP InSony Business Segment Briefings 2022 Game & Network Services/page 27

Sony hopes that PlayStation 4 releases will gradually fade out of their first-party releases and incorporate PC and mobile. In addition to confirming PC sales with its first games, Sony forecasts that in 2025 half of its releases will be for PlayStation 5, and the rest will be half for PC and mobile. In that year, also, 50% will be original games, unlike this year, in which 66% are known licenses.

The strategy is “to a future where a large part of our community extends beyond consoles.”
Evolving Shape of First-Party PortfolioSony Business Segment Briefings 2022 Game & Network Service/page 34

Sony is confident that PS5 manufacturing restrictions will be overcome and will outpace PS4 sales pace. PlayStation 5 was the fastest console to reach 10 million, but logistical problems prevented those sales from being maintained over time.

They are also preventing the instability of recent months, due to the Russian invasion of Ukraine, with new supply providers.

Sources: Sony Business Segment Briefings 2022, IGN, Twitter

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Freelance, Graphic Designer, QA Gaming, UX Student with 25 years in the world of video games thanks to Nintendo, Xbox and Playstation.


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