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BraLoD said:

Is this the first time Sony doesn't announce the PSN subs in their quarterly report?

Choosing to disclose MAU and not actuall sub numbers probably means it was bad.

They didn't announce them for the April-June quarter either. They stopped announcing them this fiscal year. Network Services revenue is up by over 14% compared to last year. Network services is just PS+ and Advertising.

So in terms of revenue they are doing better than last year but in terms of actual sub numbers they may be lower. Difficult to say as the price increase didn't occur until September 3rd and only 12-month subs increased in price. So we can't say "revenue is higher so subs must be higher!" and we also can't say "well sub prices increased by x% and revenue only increased by 14% so subs must be lower!" because we don't know how many people are on the 12-month sub compared to 1/3 or how many were up for renewal in the month of September.

Basically we know it's bringing in more money than last year but we can't say with complete confidence that they have more or less users than last year.