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Sony Q4 FY2025 results
- Thread starter Alex Scott
- Start date
ShaiKhulud1989
Gold Member
Yeah, this is craziest thing to me. They are projecting 30% more profit in 2026 despite PS6 spending and HW losses, which is crazy.
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J Required
Gold Member
They must have realized PS6 costs as they happen every year and included them under R&D or something
HerjansEagleFeeder
Member
Squeezing more money out of less users. Some really bad investments made this gen, hopefully they learned and turn it around next gen.
DenchDeckard
Moderated wildly
Not too bad in the current market. Next quarter will be telling, even more q4. We need GTA.
yurinka
Member
First party games make around twice the yearly revenue they did before he was promoted to head of first party games. Around half of that comes from their successful expansion to new game types (mostly multiplayer and gaas) and platforms (mostly PC). They also won a ton of awards and nominations. These are the reasons of why instead of firing him promoted him to CEO of SIE Stubio Business Group.
And well, this fiscal year they sold more consoles (16.1M) than they forecasted (15M) and posted again all time record numbers in many metrics, including profit. Regarding first party games, sold more first party games both in PS and outside PS this fiscal year than in the previous one.
It would be really stupid and nonsensical to fire him because he is and has been super successful at his job. Btw, Phi Spencer was in charge of the MS gaming division, not in charge of their first party games. Hermen is in charge of SIE's first party games, not their gaming division.
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J Required
Gold Member
Q1 is traditionally weakest selling quarter for Playstation, but I expect the numbers to be effected by price increases for Q2 and Q3, they will pick up a little in Q4 because of GTA6. 2027 will fare slightly better (not much) due to GTA6 and possible price reductions throughout 2027
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KanKamAndNob
Gold Member
As someone that isn't particularly excited for Grand Theft Auto, this is seriously underestimating the franchise's power amongst normies. The same folks who only buy COD, sportsball, and maybe Fortnite will absolutely upgrade from a PS4 to a PS5 just for this game.
cafecat
Member
When GTA 6 launch, I think during the black friday and holiday season Sony will have some on sales for the PlayStation conosles ,price cut $50~$100, like last year, they rised the price, then gave some dicount on holiday season and black Friday. Maybe for better profit margin, Sony would offer some GTA6 bundle (Digital or Pro console + Game code + Shark card code) and other limited GTA6 theme accessories.
Current gen console price not down, but up, and you have a release price when it on sale (not the normal price curve of consoles, but as what I konw all electronics with ram/ssd has price rise), but from the financial report, Sony will not push the sale hard as the high component cost, they may only prepare more console during its 3 big on sale promotion: days of play, black friday and Christmas holiday.
Current gen console price not down, but up, and you have a release price when it on sale (not the normal price curve of consoles, but as what I konw all electronics with ram/ssd has price rise), but from the financial report, Sony will not push the sale hard as the high component cost, they may only prepare more console during its 3 big on sale promotion: days of play, black friday and Christmas holiday.
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Alex Scott
Member
In about 25 minutes
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Radical_3d
Member
"This grass field is perfect for a picnic, except for that overgrown mutated radioactive Tyrannosaurus Rex with mounted rocket launchers."
FIREKNIGHT2029
Member
Great numbers. Bungie is cooked though
J Required
Gold Member
What's better than "all time high profits"?
Alex Scott
Member
It could have been higher. Imagine if Naughty Dog, Bend, and Guerrilla Games had released a game in 2026 or fy25. Instead, they wasted time on GaaS games.
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Great profit numbers.
But hardware was weak for the quarter, probably correcting from an overshipment in Q3 but still beating the original 15m forecast.
Waiting for the Q&A but it seems like that they'll basically avoid shipping a lot of consoles next FY if the memory prices become unreasonable for them. So they have a clear profit over shipments strategy in place which makes sense if you got your back covered by almost 100m users.
Bungie....well the investement so far wasn't clearly worth the money. That's the risk of doing these mega acquisitions.
You spend 4 billions and you get Marathon, you spend 7 billions and you get Starfield, you spend 70 billions and COD starts to decline. It is what it is.
At this point it will be clear that the gaas risk isn't reasonable except for very selected titles.
But hardware was weak for the quarter, probably correcting from an overshipment in Q3 but still beating the original 15m forecast.
Waiting for the Q&A but it seems like that they'll basically avoid shipping a lot of consoles next FY if the memory prices become unreasonable for them. So they have a clear profit over shipments strategy in place which makes sense if you got your back covered by almost 100m users.
Bungie....well the investement so far wasn't clearly worth the money. That's the risk of doing these mega acquisitions.
You spend 4 billions and you get Marathon, you spend 7 billions and you get Starfield, you spend 70 billions and COD starts to decline. It is what it is.
At this point it will be clear that the gaas risk isn't reasonable except for very selected titles.
PeteBull
Gold Member
Alltime high profits defo not this quarter, and with crazy inflation/value of dollar so low ofc sony has "higher" profits this gen vs ps2 gen, its like saying guy making 100k yearly salary in 2026 makes more than guy making 50k yearly in 1980s, yet the old fuck could afford buying proper house in safe subburbian area on his salary yet " higher earner" has to rent relatively small place in not so safe hood instead
Dollar is worth shit nowadays, hence everything is so crazy expensive(not only housing, but even fucking electronics that are supposed to get much cheaper over 6years on the market, price hike isnt playstation exclusive, ms with its xbox and ninny with switch2 doing same thing, for a reason).
Just to give u comparision, checking from ps3 launch(so end of 2006) to now my country's currency, poland devalued its value only bit worse vs US dollar, and we are smallish 37m ppl country with 1,1 birthrate(2,1 is needed to keep population same and economy not to collapse), border to russia, ukraine and bellarus at the same time, while US like every1 knows is top1 world economy and top1 world military power.
US currency shouldnt lose its value at similar pace to ours longterm unless some1 at the very top wants it to and makes series of very specific moves over decades for that very reason...
dgproject
Member
Their first party titles sold less than 10% of the total games sold unit wise, well no wonder since their first party output is far from being the best. On the other hand, now I understand why they can closed their studios without much second thought, since Sony literally can survive well without them.
DenchDeckard
Moderated wildly
First party output is in the actual toilet, and looks like they are going to be looking at ways to extract more money from less users.
Are they still doing that dynamic pricing thing or have they 180'd on that? Shit if they are still doing it.
Are they still doing that dynamic pricing thing or have they 180'd on that? Shit if they are still doing it.
J Required
Gold Member
You know that PlayStation gets the majority of games released unlike Nintendo or Xbox. So 10% is not as bad as you think.
FIREKNIGHT2029
Member
While I agree it would have been better if ND or Bend released a game in 2025, none of that is going to mean shit in 2026. Wolverine is going to bring in more profit and revenue than whatever Guerrilla Games or Bend can put out, ND game sales may be close to Wolverine though. Anyway, none of that matters when they have GTA6 releasing this year (which is more or less an exclusive for them). GTA6 will bring in more money and revenue that all those games combined. The sales in both hardware and software it will bring in will make numbers from ND, Bend, GG or Insomniac look like drops in the bucket.
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FIREKNIGHT2029
Member
This is very true. It's not just that they get the majority of games they also get the lion's share of third party sales of all consoles. They sell way more third party games than MS and Nintendo combined. This is the problem when people use percentages to jump to conclusions, we get situations like this where the percentages are used without context to paint whatever picture people want to see instead of actual reality.
PS6 seems to be on track for holiday 2027.
First time the platform is being mentioned in financial results.
Edit: Actually more details on this:
They said that a final timing is not decided because of ram prices affecting BOM.
They are planning assuming costs will stay high in 2027.
They are also looking at new business models and different products to handle the situation (seems to hint at the handheld and lower prices SKU).
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Loboxxx
Member
Am I the only one who sees, and this time for real, a new generation of consoles as absolutely unnecessary? Between the current ones performing really well, the fact that truly good games are hardly being released anymore, and the current prices being exorbitant, the thought of a new gadget now, just to spend more and more money on...nothing, fills me with a tremendous amount of dread.
Tiago Rodrigues
Member
Interesting...they haven't shown a number of how much PS5 they predict to sell this fiscal year right? At least not yet.
Angry_Megalodon
Member
Hero of Spielberg
Gold Member
Hmmm, could boost profits with even more GaaS and lesbians.
GTA6
Kerotan
Member
Next fiscal year will have GTA VI and probably not as much losses from Bungie.
100%,no chance Ps5 passes PS4 in total sells.
Physiognomonics
Member
Exactly. They could become the Valve / Steam of consoles.
At some point some greedy bosses could sell all Sony's IPs / studios to the biggest buyer and they would make even more profits than now. I wouldn't mind as they are mismanaging those IPs anyway bar a few.
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Slides with comments are available:
They are not giving a forecast for PS5 hardware sales because they're taking a flexible wait and see approach, it seems priority is profitability though, they're hinting that if things get worse with components prices they'll control shipments volumes and cut planned promotions to protect profits.
While Bungie and Marathon underperfomed they seem dedicated to the game and they'll try to add contents to keep currently engaged users and attract more players ( imo without adding PvE, more maps and more casual friendly modes the game will stay in its dedicated hardcore niche. The problem is how they can add these contents quickly, without breaking the experience the game was designed to offer and without alienating the small dedicated fanbase the game currently has and likes it as it is).
They are not giving a forecast for PS5 hardware sales because they're taking a flexible wait and see approach, it seems priority is profitability though, they're hinting that if things get worse with components prices they'll control shipments volumes and cut planned promotions to protect profits.
While Bungie and Marathon underperfomed they seem dedicated to the game and they'll try to add contents to keep currently engaged users and attract more players ( imo without adding PvE, more maps and more casual friendly modes the game will stay in its dedicated hardcore niche. The problem is how they can add these contents quickly, without breaking the experience the game was designed to offer and without alienating the small dedicated fanbase the game currently has and likes it as it is).
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J Required
Gold Member
It might .. if Sony kept production till 2032
squallbr
Member
And costs 700$$$ no way
kruis
Exposing the sinister cartel of retailers who allow companies to pay for advertising space.
And PS4 Pro was $400 ....
It's absolutely crazy how fucked up prices are today ...
J Required
Gold Member
Those prices won't last forever or keep increasing.
adamsapple
Or is it just one of Phil's balls in my throat?
TheGodfather07
Member
Does it look like Sony are pissed at him?? He's still there! They're still pumping money into that shit. The blame goes above Hulst at this point.
MrJangles
Member
Almost 100m PS5's sold and a hell of a lot of them will buy GTA6. I can't see Sony selling tens of millions of PS5's off the back of it like some are suggesting. Most who want to play it already have a console to do so on and PC owners know they'll have a better version of it 12 months down the line
J Required
Gold Member
Yeah, its a safe assumption
FoxMcChief
Gold Member
What else can they be expected to say?