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[reksveks]

Presentation: https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_sonypre.pdf
Source of Supplementary Info: https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_supplement.pdf

Slides:

Main Summary
- 6.3m ps5 shipped (FY was 19.1m)
- Software up 9%, Network Services up ~14%
- OI down 54% for the quarter due to reduced first party sales, I am assuming PSVR2 is also having an impact.
- PS Plus users flat, MAU up ~2%
- Others which includes PSVR2 = 142,900m jpy up from 51,720m jpy (hard to estimate the unit sales)
- Yearly Sales up 33% (~15% due to FX impact)
- Forecast of 7% revenue growth and 8% OI (will get more info later)

Others Summary
- Full game software down ~4% YoY as was the % of it being first party

Call is in a hour
- 25m ps5 forecast

 

[Heisenberg007]

They did get to 6 million+ units. Wow! Amazing work.

 

[Poltz]

6.3m is HUGE.

 

[Shambala]

 

[mansoor1980]

6.3m PS5 sold​

 

[James Sawyer Ford]

Holy forking shirt balls

Almost as many units sold as their prior holiday quarter

 

[vivftp]

That's what a well oiled fucking machine looks like when it's running.
Congrats to all of SIE for a job well done.

 

[James Sawyer Ford]

 

[TransTrender]

Wonder if Hogwarts was a significant help here?

 

[Heisenberg007]

That's what a well oiled fucking machine looks like when it's running.
Congrats to all of SIE for a job well done.

Jim Ryan and team be like, showing how to sell consoles and make money hand over fist:

 

[Alex Scott]

Sony right now:

 

[MatrixReloaded101]

6.3 million in one quarter is crazy.

 

[killatopak]

How is Jim Ryan able to do this

 

[Heisenberg007]

No "console shortage" and "supply constraints?"

 

[James Sawyer Ford]

How is Jim Ryan able to do this

He doesn’t listen to SlimySnake

 

[Heisenberg007]

How is Jim Ryan able to do this

 

[Varteras]

6.3m PS5 sold​

 

[lh032]

i guess Sony delays the showcase again.

 

[mansoor1980]

How is Jim Ryan able to do this

 

[Pop]

 

[MatrixReloaded101]

Jim Ryan walking into the office today:

 

[Alex Scott]

Decrease in Net income.
PS5 is no longer sold a profit. Right?

 

[Kokoloko85]

How many did PS4 sell until Switch turned up?
I feel its gonna be a similar pattern

 

[skit_data]

Crazy indeed, it’s just incredible how they have manage to increase production so much and so quickly. One starts to question if they’d even reach this kind of production speed if COVID never happened. They’d probably be around the same amount of sold units but the rate at which consoles would’ve been produced would possibly been slightly lower than what it is now. It’s like some sort of ketchup effect.

 

[Heisenberg007]

6.3m PS5 sold​

PS5 is really going after those magical PS2 numbers, isn't it?

 

[Kokoloko85]

How is Jim Ryan able to do this

Is it him actually doing anything though? Maybe production choices and Arrangements?

 

[NeonGhost]

PS5 is really going after those magical PS2 numbers, isn't it?

 

[Banjo64]

Unbelievable week for Sony

 

[mckmas8808]

6.3m PS5 sold​

History in the making!

 

[reksveks]

Decrease in Net income.
PS5 is no longer sold a profit. Right?

Or psvr2

 

[Astray]

I don't know how much importance you place on console sales, but this is absolutely insane.

They completely blitzed the opposition!

 

[mckmas8808]

Is it him actually doing anything though? Maybe production choices and Arrangements?

Yes he is. Give the man credit.

 

[THE DUCK]

Now please give us a slim or a pro version Sony. Well done.

 

[James Sawyer Ford]

Decrease in Net income.
PS5 is no longer sold a profit. Right?

Nah, they had zero first party games released

 

[mckmas8808]

Now please give us a slim or a pro version Sony. Well done.

It's coming this Fall. Patience.

 

[Ronin_7]

Congratulations to all Shareholders

 

[H-I-M]

Unbelievable week for Sony

It's giving :

 

[Robb]

- 6.3m ps5 shipped (FY was 19.1m

Congrats to Sony!

Now make a slim/pro so that I can join the rest.

 

[Kusarigama]

Impressive numbers considering this was after the price hike and before they started the first PS5 sale. I am really eager to find out what the numbers look for the q1 of fy23.

 

[Kusarigama]

PS5 is really going after those magical PS2 numbers, isn't it?

PS2 must have been half the price of PS5(Not considering inflation)

 

[Heisenberg007]

Nah, they had zero first party games released

More importantly, they sold PS VR 2 this quarter -- which was likely at a loss. Increased game dev production costs will also bring OI down.

 

[DJ12]

Remember when people were saying the other brand was going to buy all the fab capacity to stop PlayStations chip production.

 

[Zok310]

 

[Heisenberg007]

Remember when people were saying the other brand was going to buy all the fab capacity to stop PlayStations chip production.

Ah, good ol' times.

 

[Thick Thighs Save Lives]

 

[onQ123]

Decrease in Net income.
PS5 is no longer sold a profit. Right?

OI: 96.1 bin yen (28%) significant decrease (FX Impact: -32.4 bin yen)

(-) Increase in costs

(-) Increase in costs for game software development (-) Recording of expenses associated with acquisitions, including Bungie,

Inc." (-) Impact of decrease in sales of non-first-party titles including add-on

content (+) Impact of increase in sales of first-party titles

(+) Decrease in losses from hardware

 

[Banjo64]

 

[Desprado123]

What about Sony Exclusive on PC earning? No detail on that.

 

[reksveks]

What about Sony Exclusive on PC earning? No detail on that.

Maybe get more info on the business segment briefings in a month. Iirc that revenue goes into other alongside psvr2 and other revenue streams.

 

[SeraphJan]

Why is PS5's demand suddenly become that high? Even surpassing the best season sales against PS2