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IcaroRibeiro said:
AddRat said:

Feels like the PS5 has shown resilience against factors that would make sales fluctuate in the past.

Don't know how much of that is Xbox hardware practically bowing out or due to changes in what the buyers value and an even stronger brand but it is working out.

I 2025 Q3 42% of PS5 were new users:

The sales curve of PS5 and PS4 might indicate the same group of people is buying again, but their internal data says otherwise

Not only that, only this year the share of PS5 users surpassed PS4 users among current Playstation userbase, even though PS5 already surpassed 68% of PS4 sales

With the remaining active PS4 users ever upgrade to PS5 we are talking about +49 million PS4 users yet to upgrade, or who abandoned consoles to play on PCs

I wonder how much of that 42% are people who created a new account instead of using their old one cause they forgot the password or whatever.

jvmkdg said:
Norion said:

I wasn't expecting hardware to be slightly up YoY so this is a good quarter. It was still 0.7m behind the PS4 so the gains in the last two quarters were almost completely wiped out and it'll likely be further behind by the end of this fiscal year but there's a good opportunity for it to reduce the gap in the next one with GTA 6 though a potential price increase due to tariffs could prevent that from happening. I wonder if they're waiting till after this year to do that.

Sony needs a big showcase showing all of its upcoming games, it seems that Sony's studios are dead.

Yeah with the last one happening all the way back in May 2023 it's really about time for a new one. Going in depth on the PS5's first party games for the 2026-2027 period could work well since then that could cover basically everything till the launch of the PS6 when it'll be about time for the next showcase.

Blood_Tears said:
Norion said:

I wasn't expecting hardware to be slightly up YoY so this is a good quarter. It was still 0.7m behind the PS4 so the gains in the last two quarters were almost completely wiped out and it'll likely be further behind by the end of this fiscal year but there's a good opportunity for it to reduce the gap in the next one with GTA 6 though a potential price increase due to tariffs could prevent that from happening. I wonder if they're waiting till after this year to do that.

Apparently there may not be a price increase at all for PS5 in the West. A good portion of the manufacturing of it has moved out of China per Sony CFO Lin Tao to 4 countries in total to create a rotating 3 months of inventory shuffle. So we'll see what happens there but so far so good. 

Are those four countries not being hit with tariffs? Cause with how sporadic the government in the US is being with trade things could suddenly get even worse out of nowhere.

Last edited by Norion - on 07 August 2025