This one was quite interesting.
My takes:
- Some critics arent wrong that Helldivers massively helped these results, but I think it has also paved the way for fairly sustainable GaaS releases, moderately budgeted games with fair monetization and support is the way to go and will be most likely to appeal imo.
- Some potential signaling of "Tentpole" reveals for next showcase, they could have avoided that question or answered more vaguely than they have.
- Hardware is on a decline now and slightly faster than the PS4, not a cause for concern just yet but we are likely going to see less total PS5s sold than PS4 (with way higher hardware revenue)
- PS+ transition and price increase have been paying off.
- Approximately 3 Billion dollars or 450 Billion Yen for Gaming strategic investments this mid term is the plan (obviously can be changed massively depending on opportunities), with a similar focus on IP as the previous mid term, basically if there will be a move it'll be on a Bungie scale or a few studios (for example, sony's investment in From Software valued the company at 1 Billion dollars at the time).
And most important take of all
- Mochizuki will report Sony more positively if they were to announce Bloodborne 2.