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PS5 Reaches 84.2 Million Units as Sony Signals Longer Console Lifecycle

Sony raised its games revenue forecast after steady user and software growth despite an impairment at Bungie.

Overview

  • Sony shipped 3.9 million PS5 consoles in the quarter ended September 30, lifting lifetime shipments to 84.2 million and PlayStation Network monthly active users to 119 million.
  • Ghost of Yōtei sold about 3.3 million copies in its first month, contributing to 6.3 million first‑party games sold and 80.3 million total software units in the quarter.
  • Sony increased its Game & Network Services full‑year revenue outlook by roughly ¥150 billion to about ¥4.47 trillion, while segment operating income fell around 13% on impairment charges tied to Bungie and Destiny 2.
  • CFO Lin Tao said the PS5 is "only in the middle of the journey," indicating Sony intends to extend the current console’s lifecycle rather than transition quickly to a successor.
  • Guidance still calls for roughly 15 million PS5 sales this fiscal year, with coverage noting sales are tracking close to PS4’s pace and analyses reporting PS5 has edged past Xbox 360’s lifetime total.