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.

Anything on PSVR2 numbers?

So 1st party software performance is the lowest since 2019. And good chance this fiscal year will be their lowest since 2017. I mean these are by no means shocking results all things considered, but they are somewhat disappointing, the forecast especially. I still expect them to beat their last gen 1st party totals (due to PS4's slow start), but I don't know if they'll ever approach 50 million a year on PS5 alone.

In addition to this, Sony now fully supports PC and is expanding mainly towards live service games which some (F2P) will not be represented under 1st party sales. Also, software sales (contrary to Playstation hardware) in FY 2020 were probably inflated by COVID. Services/PS+ Extra might hurt sales as well. Still... I was expecting a little more.

Sadly nothing on PS VR2 sales from Sony. Reports are showing sales are low so far. But it has only been available via PlayStation Direct. Once it is available at retailers I see sales picking up. 

Thank you for sharing.

70% of software sales are digital now.

How low can physical go?

Considering this quarter last year was 71% digital, it would seem the digital encroachment is flattening,  

I'm not sure. People are complaining that the PS VR2 still don't have enough good games and the price is way too high.

But I want it's sales to pick up.

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.