a Twitter thread from @Zuby_Tech

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Sony PlayStation Game & Network Services Segment Presentation, Sony Interactive Entertainment/PlayStation President & CEO Jim Ryan 2023:

(Thread)

#PlayStation

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PlayStation Foundations For Growth:

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FY22 Strong Revenue Combined With Content Investment:

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Console Growth:

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12 Months Ago, We Were Faced With Supply Challenges:

"PS5 Sell In Target Is Expected To Catch Up With PS4 By FY23/Q2, And Expected To Begin To Exceed It By FY23/Q3."

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2023 PS5 Production And Supply Challenges Have Been Resolved:

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PS5 Unprecedented Demand:

"Jan-Mar 2023 Sell Through Was The Highest Ever Q4 On Record"

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Gaming Category Growth:

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The Strongest Gaming Brand:

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PlayStation Games Amazing Catalog And More To Come:

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PS5 Ongoing High Engagement Vs PS4:

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PS5 Vs PS4 Much Stronger Life To Date (LTD) Spend Per Console:

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PS5 Projected To Be Ahead Of PS4 On All Key Metrics By End Of FY23*:

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New PlayStation Plus:

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PlayStation Plus Promising Performance Metrics In FY22:

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PlayStation Plus Great Reception Of New Service:

-PlayStation Premium 8 Million Subscribers

-PlayStation Extra 6.1 Million Subscribers

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Accessories Strong Revenue Growth:

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Strong PlayStation VR 2 Launch:

-PlayStation VR 2 Has Sold Over 600 Thousand Units In First 6 Weeks!

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Portfolio Expansion:

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Bungie Integration Synergies:

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Expanding Our IP Increasing New IP Investment:

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Expanding Our IP Beyond Gaming:

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Live Services Invest To Capture Category Growth:

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Live Services Grow First-Party Monetization & Portfolio Diversity:

-The Last Of Us Part II Will Be A Live Service Title (Likely The First)

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Ongoing Growth To Be Sustained By PC Titles Beyond FY22:

-Spider-Man Has Sold Over 1.5 Million Copies On PC

-The Last Of Us Part I Has Sold Over 368K Copies On PC

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Mobile Strategy Established Foundations For Growth:

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Evolving Shape Of First-Party Portfolio:

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SIE Growth, Expanding Audience Breadth And Engagement:

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Future Growth Pillars:

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Sony The Importance of Group Collaboration:

Transformative Sony Group Collaboration:

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ESG Initiatives SIE Is Turning Intention Into Actions:

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