Overview

• Hideaki Nishino said the future of PlayStation hardware is “top of mind” and pledged to explore new and enhanced ways for players to engage with content and services.
• Sony says most players favor local execution, noting that cloud streaming still faces network instability and higher cost per playtime.
• Sony’s multi-generational ecosystem spans PS4, PS5 and PC, with 124 million monthly active users.
• Subscriptions and microtransactions now generate more than two-thirds of Sony’s console revenue, reducing traditional cyclicality.
• Sony has contracted AMD to design and fabricate PlayStation 6’s chip.