Syneidos

[Syneidos @Syne1dos]

@superhys @alineaanalytics Sony trajo a Kojima para seguir haciendo Metal Gears, al ver que se puso a inventar con walking simulator y que no fue del gusto para todos los fans de la era Konami desistieron de seguir con lo que viene.

Será que ese juego pinta mal y no será como un Metal Gear?

[Rhys Elliott @superhys]

From a strictly financial perspective, I can understand Sony’s decision to divest from Physint . In a vacuum, anyway. PR and optics still matter. And right now, quite a bit.

Death Stranding 2 has sold 2.5M copies, 1.8M on PlayStation and 700K on Steam (@alineaanalytics estimates). Across those platforms, DS2 has generated $170M.

On PlayStation, about 1M of those DS2 copies were sold by the first two months (722K in June 2025 and 381K in July 2025). This – of course – is the Kojima PlayStation core. In the months after, DS2 struggled to sell over 100K, and shifted under 30K in August, with price reductions to $40 doing little to move the needle.

Death Stranding 2 has made about $129M on PlayStation, with 65% of that coming in the first two months. On Steam, 550K copies sold in the first two months (80% of its Steam total). It’s had two discounts, which again did very little.

Meanwhile, the original Death Stranding has sold about 5M copies at this point in its lifecycle – though it did have some deep discounts down to $20 in that window. To date, Death Stranding 1 has generated about $243M, with 71% on PlayStation, 25% on Steam, and 4% on Xbox.

In other words, in the decade since Death Stranding was announced at E3 2016, the two Death Stranding games have generated about $413M in revenue for Sony across platforms – with Death Stranding 2 returning less than the first (so far).

Ballpark math: word on the street is that the first Death Stranding cost about $100M to make, and the second somewhere in the $150M–$200M ballpark (longer dev cycle, COVID, and all that). Depending on marketing overhead and the opportunity cost of pulling those Guerrilla developers onto DS1, the franchise has almost certainly broken even – but not by much.

That said, Death Stranding has been a real success in China via Steam (DS1 has 27% of its Steam user base in China, while DS2 has 44%). Also, Stellar Blade, another second-party PS game, has a 46% China Steam audience.

So by moving away from Steam, PlayStation loses this Trojan horse into China. It would prefer to lock Chinese players into its own ecosystem – but PlayStation barely has an official foothold in China, so Steam was its way in.

So while an estimated return on investment of 18% to 38% does amount to several tens of millions in margin, that’s not really a lot for a company like PlayStation – not for that kind of budget. And margins are the name of the game now. And opportunity cost is a thing.

We obviously don’t know the full story, either – maybe milestones were missed, maybe Kojima was difficult to work with, maybe any number of things. But that information isn’t public, and either way, this doesn’t look great for PlayStation among core gamers. Especially right now.

Wolverine is literally out this week (and isn't reviewing great), and the backlash to the death of physical has been louder than Sony would have expected.

From a financial and margins perspective, the Physint divestiture makes sense. But there's more to a brand than those things, especially when the competition is willing to swoop in for some good PR.

Sony missed out on FromSoftware after Demon's Souls. Could this end up being another one of those moments?

[Syneidos @Syne1dos]

@pupilalejana Las brujas no tienen dientes

[Syneidos @Syne1dos]

@SynthPotato El colapso de la fórmula de aventuras Playstation

[Syneidos @Syne1dos]

Vaya puta mierda que será el mundo en 2028 si gana la loca de AOC o el lunático de Vance, dos putos sicópatas

[Syneidos @Syne1dos]

@USAenEspanol @SecretaryWright Mamaguevo queremos elecciones

[Syneidos @Syne1dos]

@MattWalshBlog @Juliococo Trump por lo visto está delirando como Biden, el año que viene se quedará solo con los lunaticos jalabolas

[Matt Walsh @MattWalshBlog]

If Republicans thought this was a good idea and would somehow help the economy in some way, they could have done it at any point in the past two years. They've been in power this whole time. Holding it as a carrot on the stick for after the election is just shameless. Which, again, I could overlook if it was a good plan. But it isn't. You want to help working Americans? Let them keep more of their own money. You don't need to cut checks. Just stop taking the money out of our checks to begin with.

[Syneidos @Syne1dos]

@alandete Ojala pierdan en noviembre

[David Alandete @alandete]

Venezuela: cómo la debacle del pacto petrolífero con Delcy está causando tensiones dentro del equipo de Trump. Desde la Casa Blanca.

[The Drunk Republican @DrunkRepub]

Republicans when they have all 3 branches of government

[Noticias Caracol @NoticiasCaracol]

#Mundo | Diosdado Cabello, político chavista del oficialismo venezolano, es acusado en Chile por, presuntamente, haber contratado al Tren de Aragua para acabar con la vida del exmilitar opositor venezolano, teniente Ronald Ojeda. Esto se sabe

Siga la señal de Noticias Caracol en vivo 👉 https://t.co/F8gBz2QpY9

[Syneidos @Syne1dos]

@alandete Adios Florida para los republicanos

[Syneidos @Syne1dos]

@HIDEO_KOJIMA_EN Inesperado dice... Xd desde Metal gear peace walker no haces un juego divertido

[Syneidos @Syne1dos]

@MassBehaviorRes @usembassyve F

[Syneidos @Syne1dos]

@alandete pfff estos malditos si son descarados

[iury_V @iury__v]

Passando mal com isso aqui

[Syneidos @Syne1dos]

@HouseGOP Pero si haces el amor con chavistas?

[Syneidos @Syne1dos]

@SecretaryWright No te creo, donde estan las elecciones?

[Syneidos @Syne1dos]

@DineshDSouza @marcorubio Van a perder las elecciones, en Venezuela ya odiamos a Trump, buena suerte recuperando Florida