this post was submitted on 17 Jun 2025
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Man, I'm always surprised by the crap ragebait peddlers latch on to with these boring-ass investor presentations.
And I always feel the need to correct the record, which only pisses me off further.
So, for anybody interested, this is an investor scripted thing, they mostly are deflecting questions from investors that they don't have answers to. At one point they say the Switch 2 won't eat into their business because they have a different controller. It's all filler nonsense.
The quote is somewhat out of context, in that they say there was an overly competitive market, but also that Concord didn't stand out enough to compete. As much of a non-statement as that is, it's not wrong.
Surprisingly, the ragemongers gloss over much more worrying stuff in there, like the confirmation that despite increasing subscription prices they are seeing more people buy into the expensive tier, not less (and you're all ruining it for the rest of us, please stop). And they imply they will keep increasing prices, too.
They also point out that more than 50 percent of Helldivers' revenue came from microtransactions now. Again, you're all ruining it for the rest of us, please stop. They also confirm they will conitnue to milk that and "maximize revenue".
On better news, they pretty much confirm they are making a PS6 when somebody suggests they should go PC and cloud only, so there's that. They also confirm they want to keep making at least one big single player game per year and that they are actively looking into new IP.
If you read between the lines of investor presentation, they also kind of acknowledge that Marathon got bad feedback from playtesting and they're trying to salvage it. Although, of course, they never say that outright.
This article sucks, and it made me listen to half an hour of investor executive nonsense and that makes whoever linked it not my friend, either. On this, too, you're ruining it for the rest of us. Please stop.
Thanks for the summary! You should do these for all investor meeting thingies.
Hah. I feel extremely attacked.
I was going to say I wouldn't do that if you paid me, but... no, yeah, I'll do it if you pay me.
Certainly not for free, though. It's mind-numbing in the worst possible way.
I mean, you could probably just copy-paste that and call it a day for all presentations