vivftp
Member
Well I do think so
The PS5's gonna rocket past the PS4 with ease with the biggest game of the gen landing later this year, the only question is where it'll settle. 130 million? 140? More? It'll be fun to see when all is said and done
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Hey Guest. Check out your NeoGAF Wrapped 2025 results here!
PS5 hits 92.1M, outsells Switch 2 in Q3; Profits top $15B
Well I do think so
The PS5's gonna rocket past the PS4 with ease with the biggest game of the gen landing later this year, the only question is where it'll settle. 130 million? 140? More? It'll be fun to see when all is said and done
Luminoth-4545
Member
Global shipments for calendar year 2025
Switch 2: 17.37 million
PS5: 17.2 million
Switch: 4.51 million
XBS: 3.6 million (Estimate)
Switch 2: 17.37 million
PS5: 17.2 million
Switch: 4.51 million
XBS: 3.6 million (Estimate)
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Darkness_Arises
Member
Why would this merit laugh emojis, it is the literal truth, especially in the EMEA region.
Worst first party line-up of any Playataion generation excluding the Vita? Maybe.
Record profits on the backs of sbuscriptions, microtransaction and digital sales. Xbox crumbles (for now) they don't even have to try right.
Lack of hardware discounts and reduced prices.
Increase in game prices overall and digital versions cost the same as physical versions, somtimes more. Like WTF?
Absolutely terrible for gaming and gamers going forward. It's not arrogant Sony, it's just plain fat-thor Sony.
Record profits on the backs of sbuscriptions, microtransaction and digital sales. Xbox crumbles (for now) they don't even have to try right.
Lack of hardware discounts and reduced prices.
Increase in game prices overall and digital versions cost the same as physical versions, somtimes more. Like WTF?
Absolutely terrible for gaming and gamers going forward. It's not arrogant Sony, it's just plain fat-thor Sony.
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DenchDeckard
Moderated wildly
Amazing numbers
Look at this world. Being the only business really investing in holiday sales pays off!
Also, having your main competition literally not existing in the quarter you are reporting helps but also, offer decent discounts and reap the rewards.
Sony knew they needed to shift units over peak and they discounted heavily to drive that. Good business.
Look at this world. Being the only business really investing in holiday sales pays off!
Also, having your main competition literally not existing in the quarter you are reporting helps but also, offer decent discounts and reap the rewards.
Sony knew they needed to shift units over peak and they discounted heavily to drive that. Good business.
SkylineRKR
Member
Well the most crazy thing is that the PS5 price is effectively never slashed. The same could be said of the Switch, kind of, because it does have a cheap Lite model.
But its not a good outlook. They sell with minimal effort, and without having to reduce the price along the way.
But perhaps you can see this gen as starting too early, in a nonsensical way in the middle of a pandemia too. The first 3 years most games were cross gen still. So it makes sense if its going to last a while longer.
But its not a good outlook. They sell with minimal effort, and without having to reduce the price along the way.
But perhaps you can see this gen as starting too early, in a nonsensical way in the middle of a pandemia too. The first 3 years most games were cross gen still. So it makes sense if its going to last a while longer.
Tiago Rodrigues
Member
Yeah this will be tue year PS5 surpasses PS4. Unless a huge price increase happens.
yurinka
Member
Absolutely nothing surprising in Sony's numbers. Particularly in SIE's numbers. They always post very good numbers and these were in line with projections from the previous ones.
If during 2026 PS5 continues performig like PS4, it will be at over 100M this September, outselling PS1 and Wii before the GTA6 release.
The question isn't if PS5 will outsell PS4, the question is when. And I assume will depend on the GTA6 hardware sales bump. I think it may happen between March-Summer 2028, maybe earlier if the GTA6 bump is big.
This is without considering any price cut.
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Emmy Ator Best
Member
Oh boy. Can't wait for Sony to forecast less sales for 2026 compared to 2025. This GTA boost myth is so delusional.Well I do think so
The PS5's gonna rocket past the PS4 with ease with the biggest game of the gen landing later this year, the only question is where it'll settle. 130 million? 140? More? It'll be fun to see when all is said and done
Bojji
Gold Member
Iphone and Android share more than 90% of software. It's all about ecosystem.
Same is true with Xbox and playstation. But can you say the same about PS5 and switch?
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DenchDeckard
Moderated wildly
Sony have had the steepest discounts they've had in years over this sales period.
These aren't sales at full price and they have 0 competition in the high end market. It's not hard to logically see how these numbers came about.
I agree, if they were selling this much with 0 discount and a healthy industry and competition then I would say their output doesn't warrant the sales but they saw an opportunity to drive sales that they NEEDED for peak and they injected loads of cash to make that happen.
The fact that they are investing that much cash and still making so much profit is where I raise eyebrows.
They don't need to worry about being competitive in the market anymore, because there's no real competition so they can happily ride the profit cart all the way home.
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Light_Crusader25
Banned
It most certainly will. Unless something cataclysmic were to happen (economic collapse, nuclear war, natural disasters...), putting an end to our discussions, the PS5 should easily surpass the PS4 numbers. Easily...
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vivftp
Member
I'm sure their projections will be conservative simply because GTA6 is out of their control. They'll hope it lands on schedule, but things beyond their control like delays could always happen and they can't factor that into their projections to investors. Underpromise and overdeliver, just like this FY when they projected 15 million units and they're already over 14 million with one more quarter to go.
As for the GTA boost being a myth... you have absolutely no clue how big GTA6 is, do you? Look at the GTA5 sales numbers to get an idea of how large the franchise is now. Then factor in no PC release at launch. Then factor in the utter collapse of the Xbox Series sales. Then factor in Sony has the marketing so the PS5 will be marketed alongside GTA6 anywhere and everywhere.
GTA6 is the personification of the term system seller. There isn't a single game on the planet that will push more systems and the PS5 is in a prime position to capitalize on that.
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cartman414
Member
I'm not following.
DenchDeckard
Moderated wildly
We go over this all the time.
Yes, switch, pc, Xbox and ps plus plenty of other devices fall under the gaming category within the industry. Laptops, all sorts.
The key differentiator that needs to be explained is actual customer desire and where the competition sits there.
Xbox and PlayStation are the only two devices in DIRECT competition with each other and that's what drives the conversation that "Sony doesn't have direct competition anymore" Which is true. I personally think their sales should be higher.
So, for example.
I am a customer looking for a PC with a graphics card. I want a 5070 Ti as I want high end graphics.
This is where there is an option to upsell to a 5080 perhaps if it's not out of reach of the customers budget. BUT, this customer isn't looking to buy a gaming pc with a 5050 in it, even if it could save them money. They want a high end gaming experience.
This is the situation we are in.
If I am a customer looking to buy a high end gaming console. My only real option is a PS5.
Am I really going to pay hundreds more for an Xbox that ISNT on promo or buy the ps5. I might upsell to a pro if I have the budget but I'm sure as shit not buying a switch 2
Hope that helps explain it.
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DenchDeckard
Moderated wildly
In no way does playstation have more global reach than Nintendo or switch. That is not correct imo.
Lets discount both consoles by the same amount over the same period and see who sells more.
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yurinka
Member
~138M - 92.1M(PS5) - 17.37M(Switch 2) = ~28.53M (Xbox Series)
They had a misstep with PS3 that caused Wii to outsell them for a bit and 360 getting close to PS3. But other than that, Sony clearly dominated the home console market since the PS1.
Xbox sales kept heavily declining and are almost out of the market. Which means going forward Sony won't have direct competitor in the home console market, which will make them even more successful. Similar to what Switch enjoyed not having any competition in the portable consoles market.
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DenchDeckard
Moderated wildly
So, Sony shipped 9.5 million last year and didn't discount as much with more competition.
Interesting.
Interesting.
Steve Holt
Member
People are struggling to cope with this news.
J Required
Banned
Why do you need to discount them to check the reach? Lol
I think you're looking at this wrong the discounts were not that strong relative to ps4 at the same time period, Sony may have lost a little on hardware but they saw increases in software sales, accessories, subs & micro transactions by selling more PlayStation 5 during the quarter.
PlayStation will want the biggest userbase by the time gta 6 is out & they should be well over 100 million units by then, that's where the real money is, all the software sales, ps plus subs & mtx that game will drive.
You also get the added benefit of more first party sales for the likes ghosts, wolverine, marvel tokon, saros, intergalactic with increased userbase, it's a strategy that's always worked in the console business.
TheGodfather07
Member
Nintendo ip have more mainstream reach but the PlayStation brand has just as much if not more global reach than Nintendo. The sales of all their consoles shows that.
nial
Member
PS5 Pro launch, actually better (!) discounts, and they literally have more competition now with a new Switch 2, as opposed to a dying Switch 1 and an already dead Xbox with zero holiday push from Microsoft (yep, it already was the case in 2024).
Emmy Ator Best
Member
That's not how it works. Production is tied to sales expectations. They can't say a number and then pull out another 10 million PS5s out of their ass. No doubt that GTA will be big but we have known about it for a long time. Someone wants to play it? Then why haven't they bought a PS5 when it was discounted for the holidays? People are not gonna wait till the very last second.
EDMIX
Writes a lot, says very little
lol GTA6 is going to break every record for a piece of entertainment known to mankind.Leaked slide the PS5 sales results that'll be reported exactly 1 year from now:
To think they are even at 92 million before a GTA is wild.
TheGodfather07
Member
Switch 2 and PS5 did 15m combined during the quarter. Nice! Are consoles still dying?
DenchDeckard
DenchDeckard
LyricalShrike
Member
Sony's profit margin is low compared to other platform holders. Nintendo's operating margin is around 80% larger than Playstation's since it primarily sells its own games rather than takes a cut of marketplace sales. The quarterly results show it traded profit for a boost in sales figures to try and ride out a volatile market. I wouldn't be optimistic about 2026 if I were any of the platform holders with tarrifs and shortages pushing prices upward.
vivftp
Member
Projections can be revised with every subsequent quarter as they get more and more sure that GTA6 will hit its target release date, revisions happen all the time. I think they'll be conservative for the number they give for the start of the new FY, and plan for the tsunami if GTA6 hits its target.
1. There are tens of millions of active PS4 gamers who aren't on the PS5 yet. GTA6 is the personification of THE system seller to drive folks to make the jump to current gen
2. GTA6 isn't releasing on PC at launch. Any PC gamer who wants in at launch is gonna have the choice of a PS5, PS5 Pro, Xbox Series S or Xbox Series X. Given the collapse of Xbox sales these past years, the PS5 is going to take the majority of those sales
3. The marketing push hasn't even begun in the ramp up to launch, and Sony has the marketing deal. Pretty much every TV commercial, internet ad, billboard and any other marketing material will have a PS5 featured. GTA5 sits at 220 million units sold now (even if this is primarily for GTA Online), the hype wave of GTA6 hasn't truly begun yet and the PS5's primed to ride it to untold heights. A lot of casuals will get swept up in that wave and the PS5 will be the default option
4. The PS5 Pro will be the best way to experience GTA6 at launch. There will likely be a decent chunk of PS5 owners who will choose to upgrade to a PS5 Pro to get the best experience. Same with a lot of newcomers into the ecosystem.
jm89
Member
Looks like the sony exec who ran over takashis dog finally apologized.
vaibhavpisal
Member
If a big company like xbox is exiting the market, pretty sure its doomed.Switch 2 and PS5 did 15m combined during the quarter. Nice! Are consoles still dying?
Maybe not immediately, but not healthy, for sure.
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nial
Member
Wait until you guys find out how the PS4 managed to have record profits in the past as well.
Spoiler: with the exact same things.
Felessan
Member
Sony keep losing money on their hardware, you know, it's in their report (loss even increased this quarter)
They still using profits from software to boost installbase
It's just economics and situation in electronics, both in general (MLiD) in current moment, making it unsuatable to make a permanent cut in price
Sony up YoY on profit
It means their strategy of increasing installbase in most important quarter for that is clearly working
They sacrifice on some margin in Q4 to move more units, that in turn bring them more profits on long-term horizon
Nintendo have different business model - it's a model for selling toys and those are not really discounted at shopping season, because toys are bought anyway in holiday season and sacrificing profit is unwise
It kinda clear when you look at profits - Sony has roughly even profits across quarters, in Q4 they sacrifice margin to increase profits, but in absolute numbers it was roughly the same as in Q3 (~1bn). Nintendo profit massively from holidays, they have the same 1bn in profits, but in non-holiday quarters it much lower - they earned same 1bn in profits for previous 2 quarters, launch included. And next quarter it will be ~3 times less than profit of Sony.
Emmy Ator Best
Member
IT'S NOT HAPPENING
Probably wouldn't happen in a regular year but it's definitely not happening now. Have you forgot that 40% of all ram production is going to OpenAI? Delusional to think that in this situation Sony could increase production out of the blue.
vivftp
Member
Who said anything about production increasing out of the blue? I'm talking about what they've been planning for and preparing behind the scenes versus what they're willing to publicly commit to investors at various points in time leading up to the launch of GTA6
Anyways, do you still think the GTA boost is a myth?
andreacusi
Member
I wish Xbox was healthy as well in order to witness the fully fledged console war
This is what keeps us alive.
This is what keeps us alive.
ProtoByte
Banned
We'll see.Well I do think so
The PS5's gonna rocket past the PS4 with ease with the biggest game of the gen landing later this year, the only question is where it'll settle. 130 million? 140? More? It'll be fun to see when all is said and done
Tiago Rodrigues
Member
Also, Playstation had 132 million MAU on PSN this past quarter. That's up 129 million YoY. This means their platform continues to grow. Not only people are going from PS4 to PS5 but their userbase is increasing steadily with each passing year.
Why do people keep saying console users are declining? 132M people on single platform each month is crazy to me.
Why do people keep saying console users are declining? 132M people on single platform each month is crazy to me.
ShaiKhulud1989
Gold Member
Any IR call news?
Donald mac Ronald
Member
Not really. The brand sells it self and increasing goodwill from previous generations. They just reaped the benefits while under delivering.
Hulst got demoted
LyricalShrike
Member
I'm talking about profitability not raw profit. Nintendo's profit is comparable to Sony's with half the revenue. The difference is due to their business models. Nintendo is an IP company that earns from selling its own products while Sony earns from its share of third party games and subscription services. Nintendo's model has more to lose from discounting games and consoles.
Radical_3d
Member
I think that by last year Sony considered that they had no competition. They were releasing a mid cycle update while Xbox gave up already. This year, with a Japan only 250€ brand new Switch 2 they knew they had to step up. I wonder if any of those two companies would imagine that by the time their discounts where effective they were selling whole systems for the price of a 8GB stick of RAM…
Great quarter both for HW sales and profits.
They have found the right spot between pushing sales and keeping profitability.
These quarterly results are always a reality check for some haters.
Last time there were people claiming Sony would struggle to ship 5.8m last quarter (needed to reach the 90m milestone) because of Switch 2 and GTAVI delay
They have found the right spot between pushing sales and keeping profitability.
These quarterly results are always a reality check for some haters.
Last time there were people claiming Sony would struggle to ship 5.8m last quarter (needed to reach the 90m milestone) because of Switch 2 and GTAVI delay
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J Required
Banned
What's with these wild excuses?
Brand sells itself?
No competition?
Major discounts?
It's honestly impressive how far people will stretch just to shrink Sony's success. It's okay to admit you were wrong — the universe won't collapse if you do.
Mephisto40
Member
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