Now Sony merged PS4/PS5 SW sales, we can't know officially
But PS4 SW was at > 1.477B games sold as of Q2 FY20 and PS2's record is at 1.537B games sold
PS4 have probably surpassed PS2 record this quarter but it will be a sure thing next quarter
That doesn't technically answer the question, but looking at the percentage of first party games mentioned earlier, it does seem to be the case. So we'll see more of these record breaking revenue quartiles in the future, as PSN continues to eat into the brick and mortar market.
I have to say I'm surprised I'm one of only 13% of PS5 owners without PS+. I know it's mostly hardcore gamers in their 20s who have one, but there aren't that many multiplayer games yet. I paid PS+ for most of the PS4 years and came away feeling cheated out of money, so am not getting it again any time soon. Good on Sony for making it work though lol.
the PS+ benefits for me are purely down to 3 things. The cloud saves. The PS+ games and the PS store discounts. i don't play online. You can quite easily get a year sub for £35 if you wait on sales.
Personally they just saved me the yearly cost of PS+ just by offering the PS5 version of Control lol.
I get why you would feel cheated if you bought PS+ purely for online play and then not play online though. That makes sense.
Similarly to PSNOW. I would never buy DLC/expansions for content I'm only renting. Gamepass and PSnow really should start including all the DLC with the games imo.
Well done ArmGunar for putting all the info together!
Sony is doing crazy well, one of the few years in gaming history where the launch of a powerful new system didn't result in losses and one of their best years overall.
Hopefully over the years to come they can put some of that money back into SIE (They're already investing in their own teams as it is, but having that BIG announcement would be great). New IP and talent retention will be needed in the coming years.
I'm sure it's been asked, but how does this compare to Nintendo? I honestly thought they were industry leading, they have been selling switches left and right.
EDIT: just caught up with the thread, I see that Nintendo has higher profits. Ok that makes sense. Crazy numbers for Sony, though
Wish we would get regular first party game sales updates from them. I'm imagining if we don't numbers it's because they didn't hit a notable milestone, like passing 10m before entering PS Now or something yet.
Sony's growth has been great to see. Their market cap has grown significantly in the past year. It's still fun to see how out of touch some people are with the company though, thinking they are doing bad since 2011.
the PS+ benefits for me are purely down to 3 things. The cloud saves. The PS+ games and the PS store discounts. i don't play online. You can quite easily get a year sub for £35 if you wait on sales.
Personally they just saved me the yearly cost of PS+ just by offering the PS5 version of Control lol.
I get why you would feel cheated if you bought PS+ purely for online play and then not play online though. That makes sense.
Similarly to PSNOW. I would never buy DLC/expansions for content I'm only renting. Gamepass and PSnow really should start including all the DLC with the games imo.
Yup, same. I don't buy too much DLC, just only for some RPG titles, it's good for maintain people on the service.
But I think GamePass/PSnow need some live services titles with healthy season pass system like Fornite or something new, when the consumer have the feeling that a games is free, they will be less reluctant to buy MTX.
I think this kind of service can be a success (business) but need to be help by Add-on content. Like Mobile & Third Party industry.
Wish we would get regular first party game sales updates from them. I'm imagining if we don't numbers it's because they didn't hit a notable milestone, like passing 10m before entering PS Now or something yet.
Sony's growth has been great to see. Their market cap has grown significantly in the past year. It's still fun to see how out of touch some people are with the company though, thinking they are doing bad since 2011.
Yeah, pre-market their cap is up to $125 billion (EDIT: or was at the close yesterday, it's up about 8% this morning). It'll probably go down a bit once trading starts but it's crazy to think how different their situation is from those days when they were posting billion dollar losses every year.
Every quarter down, those profits combined are like 1 Spiderman or Venom release.
A long departure from Columbia pictures & Spiderman 3 saving the PS3s ass.
I mean they sold 1 animated movie to Netflix a few weeks ago, the rest of their lineup was delayed. No movies were released in the almost year between Bloodshot and Monster Hunter. I guess Bad Boys did well on home release to tick things over but they gotta release some stuff.
Their anime division being part of their music division is a weird one though.
Every quarter down, those profits combined are like 1 Spiderman or Venom release.
A long departure from Columbia pictures & Spiderman 3 saving the PS3s ass.
I mean they sold 1 animated movie to Netflix a few weeks ago, the rest of their lineup was delayed. No movies were released in the almost year between Bloodshot and Monster Hunter. I guess Bad Boys did well on home release to tick things over but they gotta release some stuff.
Their anime division being part of their music division is a weird one though.
That was a Bloomberg estimation, I think, and might still be relatively accurate. Even if they make 10 million by the end of March, it will take a few months to ship them all out.
That was a Bloomberg estimation, I think, and might still be relatively accurate. Even if they make 10 million by the end of March, it will take a few months to ship them all out.
Every quarter down, those profits combined are like 1 Spiderman or Venom release.
A long departure from Columbia pictures & Spiderman 3 saving the PS3s ass.
I mean they sold 1 animated movie to Netflix a few weeks ago, the rest of their lineup was delayed. No movies were released in the almost year between Bloodshot and Monster Hunter. I guess Bad Boys did well on home release to tick things over but they gotta release some stuff.
Their anime division being part of their music division is a weird one though.
Each of Sony corps divisions is its own entity that Sony corp owns 100% of the shares of. The music division also has one of the most successful mobile games under its umbrella too. Each division marches to the beat of its own drum which is why we shouldn't expect Sony corp money to be used for studio or publisher acquisitions or mergers - that'll come from SIE alone.
I still don't get why Gameboy and Gameboy Color are grouped together as one system. The latter had 400+ exclusive games, it's basically a next gen console instead of an upgrade.
I still don't get why Gameboy and Gameboy Color are grouped together as one system. The latter had 400+ exclusive games, it's basically a next gen console instead of an upgrade.
Every quarter down, those profits combined are like 1 Spiderman or Venom release.
A long departure from Columbia pictures & Spiderman 3 saving the PS3s ass.
I mean, in the fiscal year Spider-Man 3 released the profit for Sony Pictures was 54B Yen, for this fiscal year Sony is projecting 72B Yen profit. So with inflation I think the profit comes out very similar.
So should I be looking to invest some money into SNE? Covid seems to have done great for gaming and Sony (and Microsoft and Nintendo) seem to be coming out with "record numbers" every quarter. I should start reading up on investing, maybe try to make my hobby work for me ...
It'll be close. Based on this quarter I have the PS4 down for 118-120M lifetime.
I don't see it crossing that this calendar year unless Sony starts being agressive with PS4 sales. I'd assume every quarter this year will be down from Q3 2020, especially with the COVID boost tapering off and the PS5 being out. There's also backwards compatibility meaning people can buy a PS5 to play PS4 games and people who own a PS4 and buy a PS5 may sell their old console increasing the volume on the used market.
So IMO it'll depend on how quickly they kill it off. If they keep selling a small amount in 2022 then it should hit or cross 120M. They already killed production of all but two models IIRC so we will see how long they keep making them for.
It'll be close. Based on this quarter I have the PS4 down for 118-120M lifetime.
I don't see it crossing that this calendar year unless Sony starts being agressive with PS4 sales. I'd assume every quarter this year will be down from Q3 2020, especially with the COVID boost tapering off and the PS5 being out. There's also backwards compatibility meaning people can buy a PS5 to play PS4 games and people who own a PS4 and buy a PS5 may sell their old console increasing the volume on the used market.
So IMO it'll depend on how quickly they kill it off. If they keep selling a small amount in 2022 then it should hit or cross 120M. They already killed production of all but two models IIRC so we will see how long they keep making them for.
It will likely be available in the market until 2023 at least, especially with developing countries in the mix. I know they've said they want people to migrate to PS5 ASAP, but that could simply mean they won't cut the price and put the PS4 on sale and will naturally produce less with the PS5 being available in major markets.
It will likely be available in the market until 2023 at least, especially with developing countries in the mix. I know they've said they want people to migrate to PS5 ASAP, but that could simply mean they won't cut the price or put the PS4 on sale and will naturally produce less with the PS5 being available in major markets.
Cross generation might run past 2022 as well due to COVID delays, so even if the console sells a total of 3 million this year and 1.5 the year after, they just need to ship less PS4s and more PS5s for the market to adapt quickly. They are also making more profits on PS4s sold at the same time.
Besides, Sony typically produce and support their consoles for at least 10 years from past data. Could definitely see them at least hitting 120m LTD. I do hope the way it's sales are slowing down rapidly and PS5 hardware sales are stalling due to production difficulties don't have big impacts down the year.
Thanks for the chart. Just further highlights that the software charts we get each week are a minority of the market at least on PlayStation. Do you happen to have a chat of actual units of software sold. It seems that PlayStation sells many more units of software compared to MS and Nintendo.
I... agree? I'm confused. I'm saying the PS4 seems to be winding down pretty quickly as consumers are either buying competing products or waiting for PS5. I think the next-gen transition is going to be pretty fast, much like PS3 -> PS4 was.
I think the bigger issue is that there were no PS4s to buy for most of the year. A price drop doesn't help a product that can't be purchased. I think Sony missed their window this year with Covid to push PS4 last 120 million.
Very strong quarter. The only downside is PS4, which went through this holiday season without big timed sales. They kept the price high, and there is still no official permanent pricedrop.
it didn't have price promotions because they had no PS4s to sell. 1.4 million is pitiful shipment number for it during holiday quarter (actually even down from Q2....). it would had sold more even with its current price if they had just manufactured and shipped more PS4s.
Gaming subscription services and hit film 'Demon Slayer' drive second upward revision
asia.nikkei.com
They forecast 14,8 millions PS5 shipped next fiscal year. It means at least 22.3 millions PS5 shipped the 31 march 2022.
"We are on track to sell over 7.6 million units by the end of this fiscal year," Chief Financial Officer Hiroki Totoki said at a news conference, reiterating company hopes that PS5 shipments will surpass the PS4's sales over a similar period after its launch and become its biggest console debut ever.
Meanwhile, Sony faces some headwinds including a global chip crunch, as well as rising criticism over its failure to supply gamers at home.
Totoki acknowledged the impact of the chip shortage but said, "We expect PS5's high demand to continue into next fiscal year and will do our best to meet that demand."
He added that Sony is aiming to sell more than 14.8 million units of PS5 next fiscal year, which will be more than the number of PS4 shipped during its second year after being launched in 2013. "We will make efforts to secure enough materials," he said.[/quote[
*The US Dollar figures have been converted from Japanese Yen with exchange rate provided in Sony fiscal reports Source 1 / Source 2
As mentioned in the poll, spending on PS Store include Games & Add-on content (DLC/MTX/etc...) but no Services (as PS+/PS Now)
You can change your vote if you made a mistake
Major records broken / milestones reached this quarter or year by PlayStation : (most of these below have a dedicated graph later in the thread)
PlayStation reached an all-time high of $8.45B Revenue in a single quarter, a new record for the industry
Previous biggest quarterly revenue was Sony Q3 FY18 with ¥790.6bn (= $7.00B)
A jump by +11.7% from previous biggest quarterly revenue
First time, any platform holder ever reached $8 Billion in a single quarter
PlayStation reached an all-time high of 22.74B Revenue in 2020 and set a new record for the industry
Previous record was Sony 2018 with $20.43B Revenue
The second time PlayStation broke the $20B barrier
Only PlayStation ever generated more than $18.5B Revenue in a single calendar year, let alone $20B
PlayStation generated $3.33B Profits in 2020, a new record for them (despite the launch of a new hardware)
First time, they broke the $3B barrier
Previous most profitable year was 2018 with $2.41B Profits
PlayStation 5 sold-in 4.5m units, matching PS4's record launch
PlayStation Network reached an all-time high of $5.06B Revenue in Q3 FY20 (Oct-Dec) ; +35.4% YoY
Previous record was $4.53B Revenue in Q1 FY20 (April-June 2020)
PlayStation Network reached an all-time high of $16.44B Revenue in 2020 (+28.9% YoY)
Previous record was $12.52B Revenue in 2018
PlayStation Software & Services reached an all-time high of $5.54B Revenue in Q3 FY20 (Oct-Dec) ; +34.0% YoY
Previous record was $4.89B Revenue in Q1 FY20 (April-June 2020)
PlayStation Software & Services reached an all-time high of $18.49B Revenue in 2020 (+30.1% YoY)
Previous record was $14.61B Revenue in 2018
Highlights :
Over $8.45B Revenue and $0.767B Profit between October-December 2020 (Q3 FY20)
Biggest Revenue ever for PlayStation (and for any platform holder) during any quarter
Top 3 biggest Quarterly Revenue ever:
Sony Q3 FY20
Sony Q3 FY18
Sony Q3 FY17
To show how big Revenue are, during this one single quarter(Q3 FY20) Revenue are higher than :
any full fiscal year during PS1 generation (FY95 to FY99)
3 full fiscal year during PS2 generation (FY00/03/04)
4 full fiscal year during PS3 generation (FY09 to FY12)
(A graph later in the thread will show you that)
2nd best Operating Profit ever for PlayStation during Q3
6th best Operating Profit ever for PlayStation during any quarter
Best Operating Profit ever for PlayStation during a launch hardware quarter
PS1: no numbers but most likely not profitable
PS2: ¥26.0bn ($245M) loss [Jan-Mar 2000] / ¥13.9bn ($245M) loss [Oct-Dec 2000]
PS3 : ¥54.2bn ($464M) loss [Oct-Dec 2006] / ¥107.8bn ($910M) loss [Jan-Mar 2007]
PS4 : ¥12.4bn ($123M) profits [Oct-Dec 2013]
PS5 : ¥80.2bn ($767M) profits [Oct-Dec 2020]
Hardware:
PS5 : 4.5m units sold-in
Biggest console launch in video game history, matching PS4's 4.5m units
PS4 : 1.4m units sold-in (LTD: 114.9m)
Software:
PS4/PS5 : 103.7m games sold-in
including 18.4m Sony-published games
17.7% of total PS5 games sold this Q3
PS4/PS5 Software digital ratio : 53%
PlayStation Store had its biggest Revenue ever during Q3 with more than $4.14B (+41.9% YoY)
including Digital Software & Add-on content
PlayStation Software & Services saw their biggest Revenue ever during Q3 with more than $5.54B (+34.0% YoY)
including Physical / Digital Software & Add-on content / Services
114m MAU (monthly active users)
114m active users each spent about $113.89 on average on PS Store in 2020
It includes Digital Software + Add-on but no Services revenue
That average spending grew +26.3% YoY
Biggest yearly average spending per active user ever recorded on PS Store
FY2020 Updated Forecast :
$25.53B Revenue & $3.30B Profit... it would be:
Biggest Revenue for PlayStation (and for any platform holder) in video game history
Best Operating Profit ever for PlayStation
Sony Corporation - Q3 FY2020 (October - December 2020) :
Sony Revenue : ¥2696.5bn / $25.80B (+9.5% YoY from ¥2463.2bn / $22.64B - Q3 FY2019) Sony Operating Profit : ¥359.2bn / $3.44B (+19.7% YoY from ¥300.1bn / $2.76B - Q3 FY2019) Sony Net Profit : ¥371.9bn / $3.56B (+62.0% YoY from ¥229.5bn / $2.11B - Q3 FY2019)
2nd biggest Revenue ever for Sony during any quarter
2nd biggest Op. Profit ever for Sony during any quarter
3rd biggest Net Profit ever for Sony during any quarter (2nd biggest ever during Q3)
Sony achieved during this quarter its 3rd highest operating margin ever (13.3%) and its 2nd highest profit margin ever (13.8%)
It means that for each dollar generated, they earned 13.8 cents of profit
Revenue & Profit Breakdown by Segment
Some milestones reached, per segment :
Music : Best Revenue and 2nd best Op. Profit ever during any quarter
Imaging & Sensing Solutions : 2nd best Revenue and 3rd best Op Profit ever during Q3
Financial Services : Best Revenue ever during Q3 (2nd best ever during any quarter)
Best Revenue ever for PlayStation (and for any platform holder) during any quarter
+39.7% YoY from Q3 FY2019 which is the 6th biggest Quarterly Revenue for any platform holder in video game history
2th best Operating Profit ever for PlayStation during Q3
6th best Operating Profit ever for PlayStation during any quarter
Best Operating Profit ever for PlayStation during a launch hardware quarter
On a constant currency basis, Revenue increased +40.7% YoY and Op. Profit increased +32.4% YoY
This quarter, the Gaming Division accounts for :
- 32.8% of Sony total Sales/Revenue (vs 25.7% - Q3 FY2019)
- 22.0% of Sony total Operating Profit (vs 18.9% - Q3 FY2019)
PS4/PS5 Software Q3 : 103.7m including 18.4m Sony-published games
Software digital ratio : 53%
During this quarter, more than 13.05 PS4/PS5 games have been sold each second in the world (= 1.127M games sold each day)
More than 597 000 digital PS4/PS5 games have been sold-through each day on average on the PlayStation Store during Q3 (= 6.91 digital games sold each second)
PlayStation Plus
Subscribers : 47.4m (up from 38.8m - Q3 FY2019)
All-time high number of PS+ subscribers
+8.6m subs year-on-year (achieved the 3rd biggest increase YoY in raw numbers)
PS5 sold-in 4.5m units, same than PS4 during its launch quarter
For its 29th quarter on the market, PS4 reached 114.9m units sold-in and is tracked behind PS2's 118.4m at the same point
This is the Quarterly PS4/PS5 Software Sales since FY16, with the Physical/Digital split
More than 55m digital games have been sold this Q3, making it the 2nd biggest quarterly digital games sales
This is the 4th quarter in a row that digital games have sold more than physical games
Now, here is the Software sales with 1st/3rd party breakdown on PS4/PS5 combined
With only 3 quarters counted for FY20, sales of 1st party games already surpassed the amount sold during the entire FY19
You can take a look below at the evolution of PS Plus subscribers and Software digital ratio over years
All-time high number of PS+ subscribers
+8.6m subs year-on-year (achieved the 3rd biggest increase YoY in raw numbers)
Q3 saw its highest digital ratio ever at 53%
Here is now the Quarterly Physical Software Sales on PS4/PS5 since FY2016 (from April 2016 onward)
Including : Sony's average gross profit per physical copy sold
This is the Quarterly Digital Software Sales on PS4/PS5 since FY2019 (from April 2019 onward)
Including : Average Price of a Game bought on PS Store
Next is the Quarterly Average Player Spending on PlayStation Network
In Q1 FY20 (April-June), it reached $39.78 spent per active user (+43.0% YoY from $27.81 in Q1 FY19)
In Q2 FY20 (July-Sept), it reached $34.58 spent per active user
In Q3 FY20 (Oct-Dec), it reached $44.37 spent per active user (+27.3% YoY from $34.84 in Q3 FY19)
Set an all-time high quarterly average player spending on PSN
Now here is a comparison between Q3 FY20 Revenue vs Full Fiscal Years during PS1/PS2/PS3 generation
Q3 FY20 Revenue reached more than ¥883.2bn ($8.45B) and became the biggest Quarterly Revenue in video game history
As mentioned in the highlights, Q3 FY20 Revenue (one single quarter) are higher than:
Gaming Revenue : ¥2630bn / $25.53B (up from ¥2600bn / $24.76B - Oct 2020 forecast) Gaming Operating Profit : ¥340bn / $3.30B (up from ¥300bn / $2.86B - Oct 2020 forecast)
It would be :
Best Revenue for PlayStation (and for any platform holder) in video game history
Best Operating Profit ever for PlayStation
Sony also forecasted Q4 FY20 Results (Jan-March 2021) with ¥634.1bn / $5.93B Revenue and ¥30.8bn / $0.288B Profit
Best Revenue and 3rd best Op. Profit ever for PlayStation during Q4, if forecast reached
PlayStation Yearly Revenue & Operating Profit I added Revenue in USD to give you an idea of what Revenue in JPY mean (therefore if Revenue USD don't follow the same growth than Revenue JPY, it's because of exchange rates)
FY19 was the 2nd biggest year ever for PlayStation with over $18.19B in Revenue and $2.19B in Profit
2nd best Revenue for any platform holder in video game history
FY20 Forecast (FY20 FCT) is $25.53B Revenue and $3.30B Profit.... it would be :
Best Revenue for PlayStation (and for any platform holder) in video game history
Best Operating Profit ever for PlayStation
PlayStation's history of Operating Profit/Loss
Unlike PS1/PS2/PS3/PS4's launch years, PS5's launch year will see a huge profit of $3.30B thanks to :
the big PlayStation Store Revenues
recurrent Services Revenues
highly-profitable first party games, planned this fiscal year (including TLOU Part II, Ghost of Tsushima and Miles Morales)
Retrospective PlayStation in 2020
(calendar year)
PlayStation Yearly Revenue & Operating Profit I added Revenue in USD to give you an idea of what Revenue in JPY mean (therefore if Revenue USD don't follow the same growth than Revenue JPY, it's because of exchange rates)
2020 is now the biggest year ever for PlayStation with over :
$22.74B in Revenue (+19.0% YoY)
$3.33B in Op. Profit (+38.7% YoY)
Revenue Breakdown in 2020
Hardware Revenue saw a decrease of -6.8% YoY
Physical Revenue increased +10.7% YoY
Digital Software and Add-on Revenue (PS Store) reached an all-time high of $12.98B (+36.9% YoY)
Services Revenue reached an all-time high of $3.45B (+5.7% YoY)
You can see the impact of PS5 on these hardware revenues
Now, this is the Network Revenue, 2019 vs 2020
You can see the impact of the pandemic/lockdowns on PlayStation Network spending throughout the year
Q1 FY20 (April-June) is now the biggest Q1 Network Revenue, even surpassing any Q3 Network Revenue (except Q3 FY20)
Q2 FY20 (July-Sept) is now the biggest Q2 Network Revenue
Q3 FY20 (Oct-Dec) is now the biggest Quarterly Network Revenue ever recorded on PSN
PS4/PS5 Yearly Hardware & Software Sell-in by Calendar Year
PS4/PS5 sold more than 340m games in 2020
In 2020, more than 10.80 PS4/PS5 games were sold each second on average in the world (= 932 000 games sold each day)
For the first time, PS4/PS5 sold over 200m digital games in a single year
Each second, more than 6.79 PS4/PS5 digital games were sold on average through PS Store in 2020 (= 586 000 each day)
PlayStation Network generated an all-time high Revenue with over $16.44B in 2020 (+28.9% YoY) thanks to :
PlayStation Store ($12.98B ; +36.9% YoY) through Games and Add-on content (MTX, DLC, etc...) purchases
PS Services ($3.45B ; +5.7% YoY) with PS+ and PS Now
In 2020 :
114 million active users each spent ~ $113.89 on average on the PlayStation Store*
about 50m PS+/PS Now subscribers spent ~ $5.73/month on average ($68.77/year)**
*calculated by the following formula : "Yearly Total Spending on PS Store" / "MAU at the end of the year"
**calculated by the following formula : "Yearly Services Revenue" / "Amount of PS+ & PS Now subscribers at the end of the year"
Below are the Yearly Hardware Sales and Yearly Software Sales on PlayStation consoles since 1994by Fiscal Year
Q4 FY20 data (Jan-March 2021) are missing but it's the PS5 launch so I show you these graphs anyway