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[darrylgorn]

If you look at npd sales from the last decade (or even longer). Sales of GTA, COD and multiple sports games are always in top 10 - that's for PS and Xbox (rip).

Nintendo don't have many of those games but on the other hand their exclusives sell extremely well.

Just want to make sure I memorize this properly for future reference..

Sony/XBOX = GTA, COD and Sports.

Therefore, Sony/XBOX audience != Nintendo.

Okay, I think I've got it now since Nintendo has never had GTA, COD or a sports game on their systems.

It's so hard to keep up with the kids these days.

 

[yogaflame]

I have no idea. Someone made calculations here and GPUs on par or better than PS5 have sold multiple millions. How many exactly? I don't know.



To match PS5 pro power, something (not much) above 1000 dollars is needed (it was less before RAM AI crisis...).

But of course PC was never directly competing with consoles, not in price for sure. And also not in ease of use, many console gamers are probably too tech illiterate to play on PC (no offense, many more people are like that outside of gamers).

Got to give credit to Cerny and Sony engineers for a well designed Ps5 console and great features.

 

[subzero83]

Just want to make sure I memorize this properly for future reference..

Sony/XBOX = GTA, COD and Sports.

Therefore, Sony/XBOX audience != Nintendo.

Okay, I think I've got it now since Nintendo has never had GTA, COD or a sports game on their systems.

It's so hard to keep up with the kids these days.

One is geared more toward children and the other more to chads till they all became woke.

 

[Bojji]

Just want to make sure I memorize this properly for future reference..

Sony/XBOX = GTA, COD and Sports.

Therefore, Sony/XBOX audience != Nintendo.

Okay, I think I've got it now since Nintendo has never had GTA, COD or a sports game on their systems.

It's so hard to keep up with the kids these days.

Nintendo was never directly competing with Sony and MS since GameCube (and even then it didn't get many third party games). Is it news in 2026?

Got to give credit to Cerny and Sony engineers for a well designed Ps5 console and great features.

Yeah, price/performance ratio of PS5 was very good at launch (and still is ok in current economy).

 

[Gamer King]

Impressive performance for PS5 given the circumstances this gen, shortages, price increases...etc

Xbox Series isn't really competing since 2024, so this is good sales for sure, but not exactly impressive. It keeps trailing PS4.

Profits in the other hand are truly impressive, Sony is running a very healthy game business despite not really expanding their hardware.

 

[tmlDan]

im really curious about what GTA6 will do, if those people already got a PS5 or they will get one for it. Gonna be interesting

 

[LordOcidax]

Great Q for Sony. Discounts did their job, but mentioning the Switch 2 in a Sony financial report thread title is something else .

 

[Bark]

Great Q for Sony. Discounts did their job, but mentioning the Switch 2 in a Sony financial report thread title is something else .

I mean, i would love for Nintendo to bad mouth Sony again, and we get PS1 petty Sony, and just destroys Nintendo where it stands.

 

[Gamer King]

In the console space Xbox is around 28 million right so there is competition it really just died this year. Pc is massive and Nintendo does take away kid gamers from buying Playstation in reality is pretty fierce. I had the same thoughts as you but then i thought about it. all this at a very high price 5 years later is pretty good.

Based on IDG ~138 million for Gen 9, Xbox Series is more like at ~33 million.

Nintendo said that Switch 2 sell through is 15m and PS5 should be around 90m.

 

[vivftp]

Leaked slide the PS5 sales results that'll be reported exactly 1 year from now:

 

[Bojji]

im really curious about what GTA6 will do, if those people already got a PS5 or they will get one for it. Gonna be interesting

People that got PS5 for GTA6 may be dead at this point...

 

[yogaflame]

im really curious about what GTA6 will do, if those people already got a PS5 or they will get one for it. Gonna be interesting

Gta6 and Wolverine ( hopefully and praying it will be very based ) will be huge for ps5.

 

[tmlDan]

We even got a positive Mochizuki article about this, i feel like im in the twilight zone

 

[Robb]

Nintendo's going to need something big for the end of the year because if GTA 6 doesn't get delayed then it's going to be an absolute bloodbath.

im really curious about what GTA6 will do, if those people already got a PS5 or they will get one for it. Gonna be interesting

Yeah, if the rumored Pokemon Gen 10 games are out this holiday as well we're in for some super interesting quarterly reports from both companies around this time next year.

GTA's Ps5 footprint in particular will definitely be very interesting to watch/follow.

 

[mayham2199]

Jez is going to say something stupid tomorrow.

In his last podcast he was trying to speculate that maybe all the gaming companies are down. Basically it's not so bad for Xbox. Can't wait to see what he says now.

 

[LavitzSlambert]

Impressive numbers. Not much of a comparison point to the Switch 2 though, since early adopters bought it earlier this year and it barely has a library so far. Consoles typically have increasing holiday quarter sales the first few years until they taper off at the end of its lifespan. We likely passed peak PS5 sales last Christmas while the Switch 2 sales probably ramp up from here over the next few years.

 

[cartman414]

I mean, i would love for Nintendo to bad mouth Sony again, and we get PS1 petty Sony, and just destroys Nintendo where it stands.

Nintendo badmouth Sony again?

 

[J Required]

Nintendo badmouth Sony again?

They wouldn't dare, they know exactly what will happen!! There are no more niches for Nintendo to resort to. Lol

 

[yurinka]

I should have specified LTD instead of quarter, but my monkey brain didn't want to do that lol

Launch aligned regarding hardware units PS5 is around 2% behind PS4, similar to the previous quarter.

In PS5 regarding active userbase, hardware revenue, software revenue, game subs revenue, accesories revenue, off-PS revenue and total SIE revenue and profit they are performing better than ever did.

This quarter SIE performed better than last year in software (both physical and digital, both full game sales and addon sales) revenue, game sub revenue, first party off-PS revenue, 1st party full game units sold in PS, total full game units sold in PS, active userbase. But as happened in all consoles of all brands at this point of the generation because yearly sales in units make a curve, hardware and accesories is down YoY.

I mean, i would love for Nintendo to bad mouth Sony again, and we get PS1 petty Sony, and just destroys Nintendo where it stands.

Why Nintendo would bad mouth Sony, when Sony is performing better than them?

 

[Det]

We even got a positive Mochizuki article about this, i feel like im in the twilight zone

I believe Phil Spencer's "travel budget" to Japan ran out more than a year ago.

 

[ShaiKhulud1989]

In his last podcast he was trying to speculate that maybe all the gaming companies are down. Basically it's not so bad for Xbox. Can't wait to see what he says now.

(Meanwhile, all gaming companies are up)

Jez is the prime jester, this forum would've been much sadder place without his takes.

 

[Tiago Rodrigues]

It beat switch 2 with basically no sales in japan in Q3, The domination in europe is insane and shows that spain weekly numbers are great indicator for western markets.

As I've been trying to say for months.
PS5 with no support from Japan getting slaughtered by Switch 2 and sales virtually tied with Switch 2 in USA ended up selling more WW this past quarter. Where do people think those units come from? Europe mostly (and potentially China and South America like Brazil).

These topics just show what a bubble people really live in when they base their projections on Japan and USA alone. Europe has always been incredibly strong for Sony and they had incredible sales there for the quarter. Spain was totally a valid market to join these conversations. Its small but shows a different side of the equation that both Japan and America don't.

Anyway where's the user that said PS5 would sell only 100/110M lifetime?
Someone tell him in a single quarter it went up from 84 to 92M lmao.

 

[Baki]

I figure the following:

2026: 20 million with gta6 boost
2027: 20 million gta 6 boost still in effect
2028: 18 million
2029: 15 million

Not happening. We know PS6 is coming out next year, PS5 sales will drop like a rock once that happens, because Sony is unable to offer a permanent price cut on the PS5.

This seems pretty outstanding. Isn't their estimate to sell 15M by March 2026? Or did they increase that last quarter?

In any case they'll 100% get there, which would put them at ~93M in total by that point, but should end up quite bit higher now.

It'll be the 8th system to break into the 100M-units-club next FY for sure.

Yes, original target was 15m. They are at 14.4M, they will need to increase the target.

Leaked slide the PS5 sales results that'll be reported exactly 1 year from now:

Haha

We even got a positive Mochizuki article about this, i feel like im in the twilight zone

Lol

 

[J Required]

As I've been trying to say for months.
PS5 with no support from Japan getting slaughtered by Switch 2 and sales virtually tied with Switch 2 in USA ended up selling more WW this past quarter. Where do people think those units come from? Europe mostly (and potentially China and South America like Brazil).

These topics just show what a bubble people really live in when they base their projections on Japan and USA alone. Europe has always been incredibly strong for Sony and they had incredible sales there for the quarter. Spain was totally a valid market to join these conversations. Its small but shows a different side of the equation that both Japan and America don't.

Anyway where's the user that said PS5 would sell only 100/110M lifetime?
Someone tell him in a single quarter it went up from 84 to 92M lmao.

I said Playstation has more global reach and the bigger brand globally and got tens of laugh emojis from Mozza and the LordOcidax and others

I guess I was right, although its not much of a brag when its this obvious.

 

[darrylgorn]

Nintendo was never directly competing with Sony and MS since GameCube (and even then it didn't get many third party games). Is is news in 2026?

Makes sense, Switch never had a plethora of third party games and Switch 2 doesn't have an exclusive soulslike that looks like Bloodborne or a main installment RE game that's releasing same day as PS5.

Completely different audiences, naturally.

 

[Robb]

Yes, original target was 15m. They are at 14.4M, they will need to increase the target.

Thanks, do you know if they've provided a new estimate for Q4 anywhere? Would be interesting to know how much they expect to ship.

 

[J Required]

Makes sense, Switch never had a plethora of third party games and Switch 2 doesn't have an exclusive soulslike that looks like Bloodborne or a main installment RE game that's releasing same day as PS5.

Completely different audiences, naturally.

Segmenting the market like this doesn't make any sense. That's like saying the iPhone isn't competing with Samsung just because it has Apple Pay. A feature doesn't magically put a product in a different market. They're still fighting for the same customers. Simply doesn't make sense.

 

[ShaiKhulud1989]

Thanks, do you know if they've provided a new estimate for Q4 anywhere? Would be interesting to know how much they expect to ship.

IR call is later this day, so it will be cleared up in a few hours.

 

[Robb]

IR call is later this day, so it will be cleared up in a few hours.

Ah, right. Thanks!

 

[GOKUSSJ2]

OCT-DEC 2025

• PS5 : 8.0M
• NS2 : 7.01M
• NS1 : 1.36M
• XBS : ~0.7M

 

[Dr Bass]

Segmenting the market like this doesn't make any sense. That's like saying the iPhone isn't competing with Samsung just because it has Apple Pay. A feature doesn't magically put a product in a different market. They're still fighting for the same customers. Simply doesn't make sense.

Well no because you can happily own both and enjoy both. If I get an iPhone I'm not going to waste money on a Samsung. It's not the same at all.

 

[Baki]

Thanks, do you know if they've provided a new estimate for Q4 anywhere? Would be interesting to know how much they expect to ship.

Earnings call is in 40 minutes. They will do it then.

 

[Tiago Rodrigues]

OCT-DEC 2025

• PS5 : 8.0M
• NS2 : 7.01M
• NS1 : 1.36M
• XBS : ~0.7M

Imagine showing this back in 2020 when the Series consoles hype was through the roof.

 

[GOKUSSJ2]

PS4 : 94.3M
PS5 : 92.1M

 

[Tiago Rodrigues]

Thanks, do you know if they've provided a new estimate for Q4 anywhere? Would be interesting to know how much they expect to ship.

Seems like they will increase by at least 1 or 2M. Aint no way they are shipping only 0.4M in 3 months.

 

[Robb]

OCT-DEC 2025

• PS5 : 8.0M
• NS2 : 7.01M
• NS1 : 1.36M
• XBS : ~0.7M

 

[LordCBH]

Good thing those are all Xboxes, according to Xbox (powered by Copilot)

 

[J Required]

Well no because you can happily own both and enjoy both. If I get an iPhone I'm not going to waste money on a Samsung. It's not the same at all.

I know people owning both an IPhone and Android?

Do you want another example that proves Xbox, Playstation, Switch and PC are on the same market?

Look at Xbox, the moment they started releasing their games day and date everywhere is exactly why their HW sales tanked immediately. Same thing will happen to Nintendo or Sony if they did the same.

 

[onQ123]

OCT-DEC 2025

• PS5 : 8.0M
• NS2 : 7.01M
• NS1 : 1.36M
• XBS : ~0.7M

11:1 is crazy

 

[Robb]

Seems like they will increase by at least 1 or 2M. Aint no way they are shipping only 0.4M in 3 months.

They've been having really strong results, this is the only quarter so far where they've reported less than the corresponding quarter last FY.

I can definitely see a 1.5-2M bump.

 

[yogaflame]

 

[vivftp]

Let's look at how the PS4 fared throughout the remainder of its run from this point onward when aligned:

FY18
2.6 Million - Q4

FY19
3.2 Million - Q1
2.8 Million - Q2
6.0 Million - Q3
1.4 Million - Q4

FY20
1.9 Million - Q1
1.5 Million - Q2
1.4 Million - Q3
1.0 Million - Q4

FY21
0.5 Million - Q1
0.2 Million - Q2
0.2 Million - Q3
0.1 Million - Q4

TOTAL - 22.8 Million

The PS5 is currently 2.2 million behind the PS4 when aligned.

This is what the PS5 is up against to surpass the PS4's lifetime numbers (even if the real PS4 number is slightly higher than the above by a couple million by now). Q3 of FY19 when they managed 6 million is the same equivalent quarter when GTA6 will land on the PS5. They are absolutely gonna annihilate the PS4 numbers going forward

 

[Felessan]

Very strong quarter for both Playstation and wider Sony

It's wild to me how profitable the generation has been, when it's the only generation I've gotten rid of my PS with no plans to replace it. I've been a huge fan of every PS except this one. They are making gobs of money on something, and I have no idea what it is.

Live service games
They are popular

Profit margins in Q3 for PlayStation: 8.7%. Far from ideal.

Sony usually have low margin in Q4 - it's a holiday quarter where they sold ~a lot~ of consoles at loss, bringing their margin down
It'll rebound next quarter on back of all those newly aquired users.

They are the same audience, GAMERS. Add another competitor STEAM
All these companies are fighting over your dollar, so yes they compete in this market.

You can throw movies and books then too into fray - they also entertainment media fighting for free $ and time.
But it's in wider sense, is more strict sense Nin and Sony targets different markets, Sony is a home console for young adult and Nintendo is portable (hybrid) for children.

PS5 has been under PS4 sales basically it's entire life so far yet endless praise for our Sony overlords
Switch 2 is selling better than Switch 1 and has become the fastest selling console ever, yet, somehow, Nintendo is doomed because it's "underperforming"

PS5 sold 1.3% worse than PS4 at same quarter and Sw2 sold 3.5% worse than Sw. And Switch2 was coming off from Switch1 - a lot of goodwill carried out, which is why it has a very strong start.
And concern is that all those goodwill was only good in 1st 2 quarters, after that sales started to fizzle. And it's concern for everyone who are familiar with numbers, trends and usual market dynamics. It's not only "forum Sony fans" - it's also investors and analysts
3DS is a good example for this, it was in same situation, coming off NDS and had spectacular launch, selling 50% more than NDS in 12 month. But problems quickly piled up and it ended a pale shadow of it's predeccesor

im really curious about what GTA6 will do, if those people already got a PS5 or they will get one for it. Gonna be interesting

Around ~40-45% of Playstation users are still on PS4. Many of those who play GTAO now will be compelled to upgrade.

 

[ShaiKhulud1989]

Very strong quarter for both Playstation and wider Sony


Live service games
They are popular


Sony usually have low margin in Q4 - it's a holiday quarter where they sold ~a lot~ of consoles at loss, bringing their margin down
It'll rebound next quarter on back of all those newly aquired users.


You can throw movies and books then too into fray - they also entertainment media fighting for free $ and time.
But it's in wider sense, is more strict sense Nin and Sony targets different markets, Sony is a home console for young adult and Nintendo is portable (hybrid) for children.


PS5 sold 1.3% worse than PS4 at same quarter and Sw2 sold 3.5% worse than Sw. And Switch2 was coming off from Switch1 - a lot of goodwill carried out, which is why it has a very strong start.
And concern is that all those goodwill was only good in 1st 2 quarters, after that sales started to fizzle. And it's concern for everyone who are familiar with numbers, trends and usual market dynamics. It's not only "forum Sony fans" - it's also investors and analysts
3DS is a good example for this, it was in same situation, coming off NDS and had spectacular launch, selling 50% more than NDS in 12 month. But problems quickly piled up and it ended a pale shadow of it's predeccesor


Around ~40-45% of Playstation users are still on PS4. Many of those who play GTAO now will be compelled to upgrade.

Always a joy to read your posts, mate.

 

[Darkness_Arises]

Switch 2 just released. Switch consoles in general don't have the same audience as Xbox and playstation.

PS5 main competitor was supposed to be series S/X, and it flopped since day one.

In what universe did this happen, I remember Satya shitposting PS5 when the series boxes outsold it in 2022. The Series consoles shit show did not get truly underway until late 2023/2024.

 

[ProtoByte]

The PS5 is currently 2.2 million behind the PS4 when aligned.

This is what the PS5 is up against to surpass the PS4's lifetime numbers (even if the real PS4 number is slightly higher than the above by a couple million by now). Q3 of FY19 when they managed 6 million is the same equivalent quarter when GTA6 will land on the PS5. They are absolutely gonna annihilate the PS4 numbers going forward

I don't think so. And they're in choppy waters at best with the prospect of the PS6.

 

[vaibhavpisal]

The Sony hero project has big potential but also some risk due to I notice some of the China made games looks and play the same. Only Phantom blade looks great and possibly a success. South Korea like Shift up will be excellent partner as always after that fantastic Stellad blade. But again, Japan is still the best and it just needs reawakening of Japan Studio. Yes some of the talents are gone but they still have very good team in Asobi and Xdev. And maybe hire legends who dont have projects right now like Shinji Mikami, Hironobu Sakaguchi, Yoko Taro. Hire back Fumito Ueda and secure exclusivity to his next project.

I dont expect much from those mostly cause getting to current current edge games takes a fair bit of time and experience.

They will get there sure, but not expecting them to rival From Soft or Team Ninja, who have decades of experience. Not in first outing atleast.

 

[bitbydeath]

im really curious about what GTA6 will do, if those people already got a PS5 or they will get one for it. Gonna be interesting

Like this

 

[vivftp]

Just a casual observation since PS2 comparisons are inevitable. For the entire PS2 generation, PlayStation made 2 billion dollars USD in profit from what I can see online. For this one quarter alone, PlayStation made 140.8 billion Yen in profit, or 897 Million USD. So in just a single quarter of this gen, PlayStation made nearly half the profits of the entire PS2 generation combined. Yes I know inflation is a thing and all, but still!

I think that helps to put into perspective that the PlayStation of today is completely different beast than they were 20+ years ago.

 

[Luminoth-4545]

Year over year quarter 3 hardware shipments are 1.5million down from from 9.5 million.

Platstation 5 Versus Playstation 4

For the 3rd quarter of the fifth full fiscal year, the 8.0 million the PS5 shipped is 0.1 million down on the PS4's 8.1 million. After 21 quarters the PS5 totals 92.2 million compared to 94.4 million for the PS4. This means launch aligned the PS5 is 2.2 million behind the PS4.