A good quarter for hardware with it outpacing the PS4 two quarters in a row now and reducing the gap to just 1.4m with it only being 500k behind the PS4 for the entire fiscal year. The 15m forecast is more modest than I expected though, I was thinking it'd be more like 16m though I guess this is a sign that there is indeed gonna be a notable price increase within a few months. Without the GTA 6 delay and the tariff situation I wonder just how much higher it would've been.
The former will help out the next fiscal year but unless it notably exceeds the forecast it could become a little tough to stretch the PS5 all the way till late 2028 since by 2027 hardware sales could be getting a tad low. Should still be manageable though if that year is still what they're aiming for and the PSN MAU is continuing to go up YoY but compared to a few years ago is still only somewhat higher so that could potentially peak within the next few years or so if the PS6 declines from the PS5.
Last edited by Norion - on 14 May 2025
