http://www.segasammy.co.jp/english/ir/library/pdf/printing_annual/2015/all_ar2015_e.pdf
Honestly, a lot of it is corporate fluff (or plain uninterresting to me). I've been reading alot of reports recently, and alot of it is "we will change", "we changed our operations this way" every single damn time. I will never understand the corporate world.
Anywho, interresting point I have dug out.
Sega Sammy is over 90 companies appearently. Journalists need to understand the concept of conglomerates, before taking the entire Sega Sammy company as just Sega of America/Europe. Either way, other points.
Sonic is over 335 million if we include every download and purchased copy. This means that 150 million people have purchased a Sonic game, while more than than the other half has merely downloaded a F2P game.
Yakuza is at 8.6 million, meaning over 1 million are from some type of digital SKU or phone game
There has been some concerns what the reduction of arcade development means. Turns out this means transferring people into the casino division, specifically the mechatronics specialist. So no firing spress of the VF team or something. Also there layoffs in the toy area,
Also Marza Animation Planet had some plans about producing and marketing movies in-house. These plans were scrapped, they will just partner from now on (nothing really changes).
The new Sega Games is the core of Sega Sammy's business aside from pachinko (and in the future potential casino and restors), seems as tough arcade is down to toy/animation level of importance (no surprise).
In the 2015 fiscal, performance in the digital game area amounts to 8.0 billion profits. Packaged game sales lost 2.7 billion, arcade sales 3.9 billion, 1.9 billions were lost in animation/toy.
However turn to Page 47 if you want to see Haruki Satomi speak again:
It talks about Sega Games approach. It once again recognizes worldwide PS4 sales, and the success of the Chinese version of Yakuza 0. They want to take this example and roll out titles in multiple languages across the world again.
They talk about the Sega brand. Its an interresting text. It says in the past Sega was dedicated to bring new experiences to the world using their latest and greatest assets. However during the slump of the 2000's it describes that this lead to weakness. It says that the motto has been changed to delivering experiences to fans primarily.
This also is in-line with the approach of budgets it says: "However, we do not intend to try matching major overseas publishers who initially invest tens of billions of yen (that like five dollars rite) in a single title. While keeping costs at an appropriate level, we will combine rollouts of packaged game software and digitally distributed or downloaded content to establish a business model that generates earnings reliably."
This all falls is line with the "we have learned from Atlus" comment of recent".
This IR Report is nothing more than a review of the Fiscal period and the Restructuring from earlier this year.
Your reading way too much into it. Its nothing significant and nothing of substance.
Sega Games,Ltd is SEGA Corporation. The IR Report was written earlier this summer. Its basically a recap for investors to go over what's transpired and what goals will be met during the remainder of 2015 for the 2016 FY which ends March 31,2016. This is EVERY year. It takes 4 months to be reviewed by Japanese Investor Regulators before being published.
Also the claim about Sega Games being SEGA's core business, your taking completely out of context. Sega Games,Ltd again is SEGA Corporation,Inc basically what's left of it. The Core business the IR mentions is Resorts/Theme Parks and Digital Mobile Content. SEGA's core business is SEGA Holdings,Ltd in which Sega Games,Ltd is under SHD's Umbrella.
And the Arcade Amusement business has been completely handed over to SEGA Interactive Co,Ltd or SIC,Ltd. It's been doing fine. SEGA just hasn't put out much Arcade content the past 3 years. SIC,Ltd will HANDLE All Arcade inquiries moving forward. Most of the the Arcade division reports are from 2014, although IT DID post a profit, SEGA Holdings,Ltd expects stronger results from the restructure.
Also another thing, the IR is unrelated to SEGA Holdings,Ltd. The NEW Holdings group for Sega. It's a recap of the 2015 Fiscal year for SEGASAMMY.
Regarding the final paragraph, Ten Billion yen is $100 million dollars. Not Five Dollars. The statement is saying that SEGA is going to reduce its 3rd party division into a completely niche department and is going to invest heavily in Mainly Mobile Content and more PC releases. Basically what they stated earlier this year back in February. SEGA is saying they've spent $100 million a year on major packaged consumer games for consoles that didn't profit and did not sell. Because of that, they'll be publishing less and less party games for retail in the coming few years.
