Discussion

• Gameranx Ryan Parreno on x

  Sony Has Shipped 25 Million PlayStation 5s - But Profits Are Down

• @_tom_henderson_ Tom Henderson on x

  PS5 FY22 sales: - Planning to exceed year 2's PS4 sales of 14.8 million (currently at 5.7 million PS5s sold so far for FY22) - Supply issues with semiconductors which could mean they don't hit their target - Sony sold only 100K more PS5s in FY22 Q1 & Q2 compared to FY21 Q1 & Q2

• @_tom_henderson_ Tom Henderson on x

  - Forecasts given mean Sony needs to sell 9.1 million PS5's in FY22 Q3 & Q4. - Sony sold 5.9 million PS5's in FY21 Q3 & Q4 I do have Sony's original projections for FY22 sales, but I don't think they are going to hit that. 14.8 million number might be close.

• @firstadopter Tae Kim on x

  “Regarding production of PS5 hardware, restrictions on the supply of materials and logistics have significantly eased, and the number of units produced during the quarter exceeded 6.5 million, progressing faster than planned.” https://twitter.com/...

• @tomwarren Tom Warren on x

  Sony's PlayStation Q2 earnings: • 3.3 million PS5 sales, flat YoY • 45.4 million PS Plus subscribers, down 4% ❌ • 62.5 million in software sales, down 18% ❌ • 102 million PSN active users, down 2% ❌ https://www.theverge.com/ https://twitter.com/...

• @firstadopter Tae Kim on x

  Sony: “We recognize that demand from customers for the PS5 continues to be strong .. To meet this strong demand, we will do our utmost to bring forward supply into the year-end holiday selling season and aim to exceed our FY22 forecast of 18 million units.” https://twitter.com/..…

• @tomwarren Tom Warren on x

  I'm surprised at PS Plus subscriptions being down, as Sony launched its new PS Plus subs just before this Q. Sony has also cut its annual profit forecasts for its games division from around $1.7 billion to $1.5 billion https://www.theverge.com/... https://twitter.com/...