Supplementary Info:
Will update with more info including the FX impacts
Summary:
- 2.4m PS5 sold (up 100k, or something like 4.3%)
- PS plus up 1m YoY but down slight QoQ (keeps hovering around 47.3)
- Small MAU loss (3m, 2.9%)
- someone double check that there hasn't been a game sales unit update
- digital sales up to 79%
- forecasting slightly smaller growth (3620bn jpy instead of 3660 jpy), would still be a 20% growth in jpy. The operating income forecast has been reduced from 305 to 255, FY21 was 346.
- Possibly Operating Cost increase due to Bungie's (looking for confirmation) acquisition
YoY changes using JPY
- HW rev up 12%
- SW rev down 13%
- DLC rev down 10. 3%
- Digital Full Games rev down 11.15%
- Physical full games rev down 35.2%
- Services rev up 4%
- Total rev down 2%
- OI 8% this year, down from 13.5% last year.
YoY using the fx impact
- Total rev down 11.3%
- OI would be 9.5% down from 13.5% (SW obviously has a greater margin)
Outstanding q, does anyone have a first party source about the ps plus numbers? Is that end of June numbers? Aka does it account for the shuffle into the new tiers?
Speech transcript: https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q1_sonyspeech.pdf
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