June 2026 Circana (NPD) Thread + Predictions

[Tober]

Farsala said:

DekutheEvilClown said:

Last FY PlayStation had their second highest ever Software sales(317.9m units) in a single year, behind only the pandemic year. 

Anyways to circle back. Looking back into the actual numbers, this actually plays back into what I said.

2020-2021

- PSN MAU 109 M

- PS software unit sales 338.9M units 

- PS sales (revenue) $25.03Bn 

2025-2026

- PSN MAU 125m

- PS Software unit sales 317.9M

- PS sales (revenue) $31Bn

More revenue, more MAU, but yet less unit sales. 

Makes sense with shift to digital. Because it determines what revenue is per game.

Physical: Revenue is what retailers/distributors pay (not sticker price)

Digital: Revenue is what end consumers pay (sticker price)

Retail/distributors are bulk buyers for cheaper.