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Intrinsic said:
HigHurtenflurst said:

Highly impressive quarter, based on their 25m estimate for the next year I am guessing the current quarter was essentially them shipping everything they could possibly make to hopefully alleviate the pent up demand. So I imagine next 2 quarters will be in the 4-5m range to save a little extra for the holidays. Still huge of course and 1 or both quarters will break prior Playstation records.

I think their holiday to the final quarter (FYQ3+4) is going to be off the back of the PS5 slim.

Slim at $299... of going to be a totally different kinda beast.

Honestly if they were going to sell the new model at $299 I think they'd have supply issues even with 25m shipped. I don't see that happening especially as the base PS5 received price increases in some areas. The digital PS5 is already going to be losing them money per sale and I doubt they can produce this new model for $100 less than it.

I expect the Slim PS5 will cost the same as the Digital PS5. So $399 for it, and then $49-$99 for the disk addon. If the addon costs $49 then that would amount to a $50 price cut on the PS5 Disc Edition.

Sony noted a "decrease in losses from hardware" for this Fiscal Year just gone which would suggest they still lost money on hardware overall. Next year they are forecasting an "improvement in hardware profitability" so a substantial price cut is very unlikely.