Sony Q3 2024 results- 75 million PS5's shipped. 9.5M in Q3

JohnVG

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JohnVG on 13 February 2025

Kyuu said:

JohnVG vs Killer7. Who wins?

Killer7.

JohnVG

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JohnVG on 13 February 2025

JRPGfan said:

JohnVG said:

9.5 millions in the last quarter.

It would be good to know how those millions had been shipped by regions, Sony.

I always have that feeling Sony does strange things when they panic to sell everything is alright in the media. But ok, 9.5 millions.

They sell more than 9.5m in a quarter..... and your take is "sony does strange things when they panic to sell everything is alright" ??

Are they (sony) doing badly? If they didn't have stock issues the first 2 years, they would be ahead of the PS4 is launch aligned.
(they are like 1.5m below atm.... but GTA alone could fix that)

Also... in 2024, the PS5 sold like 20.2m units to the xsx/s's ~4m units.
(if your outselling your competition by a factor of 5.... last year.... why would you be in panic mode, trying to sell "everything is alright"?)

Look. Ok. I would like to see those 9.5 millions numbers by regions, just that.

What comes this year and the next one (expecting potilics doesn't destroy the world) can be a success or a failure for Sony. It seems started pretty well.

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kazuyamishima on 13 February 2025

Inventory is 46% lower compared to a year ago, so the gap between sell-in and sell-through is lower compared to Q3 FY2023.

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twintail on 13 February 2025

Norion said:

twintail said:

Took from ResetEta, but this is good news for Sony:

Do you know how this compares to an average quarter?

This isn't a metric Sony usually talks about iirc. At least, I believe it's only been mentioned perhaps once for the PS4 and once for the PS5. So, it must be significant enough in this case for them to highlight it.

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Torpoleon on 13 February 2025

Even if GTA VI releases this year, I still see 2025 being a decline from 2024, but it should still be close to 2024 thanks to that game. Maybe something like 18m? I could even see Holiday 2025 sales for PS5 being slightly higher in 2025 than 2024 but the other 3 quarters would be down.

The Holiday 2024 results are impressive, but the PS5 is definitely in decline mode. Like the Switch, it will be a gradual decline and not a steep one though. Switch OLED, SV, TOTK & Wonder didn't cause an increase YOY, but they gave the Switch a gradual decline. I would say the same for PS5 with Pro, GTA VI and whatever else they cook up.

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Norion on 13 February 2025

twintail said:

Norion said:

Do you know how this compares to an average quarter?

This isn't a metric Sony usually talks about iirc. At least, I believe it's only been mentioned perhaps once for the PS4 and once for the PS5. So, it must be significant enough in this case for them to highlight it.

I saw a comment that said it was about 20% on average for the PS4 so if that's accurate then this is a really notable amount for this quarter. Xbox users switching over is probably a big factor.

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Mar1217 on 13 February 2025

Zeltaz13 said:

Only speaking about the last part of your message, i get where you're coming from with GTA 4 and 5 not boosting hardware sales all that much, but GTA 6 is a much, much bigger release than even GTA 5 ever was, and while i don't think it's gonna revert the decline by itself, i do think there's gonna be a huge boost of console sales during at least 3 months

Mar1217 said:

You wouldn't think they'd have it in them after the speech that said the PS5 was past it's prime and the trajectory would only go down.
But the fumbles of their closest competitor(especially in the US), the launch of the PS5 Pro and good deals during the holiday season made them a ton during the most profitable time of the year !

Now, looking at how they dealt with Q4 last year, I wonder if we're in for a somewhat quite muted one in shipped sales again. It's gonna reach that 18M with certainty at least.
Then there's the whole debate about next year's games template. We're quite advance in the generation and most software isn't gonna push hardware in the same vein as it did by the beginning of this generation.

I know people wants GTA VI to be the VG sacred savior for the industry and upheld the declining sales of the currents consoles.
But two things are more likely imo :

1) GTA VI will miss it's late 2025 target release. (The absence of any marketing since the reveal leads me to believe so)

2) While it's likely to push a significant amount of hardware, at least during it's launch month. It's not gonna reverse the current decline, nor are the numbers gonna beat any kind of records.

Historically, people had the same thoughts over how games like GTA IV and GTA V were gonna lead to huge gain in hardware sales during their release. This did not happen and I feel like people current sentiment would've only felt valid during the early years of this generation when the install base was still building itself up.

At the end of the day, I'm more interested in the real world results of this whole deal once it has released and we get the hardware sales data than the current speculation of people thinking that based on YouTube views and general gaming hype, we would be about to witness gargantuan results.

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