The most shocking thing about the numbers is that actual games on PlayStation accounts for only 31% of revenue.

That Add-on Content (microtransactions/battle passes/etc) and PS+ subscriptions together is 66%

A sad thing to see.

Better than expected but still rough to be 36% down YoY and 50% down compared to the PS4. Income is up a lot though so that price increase is already doing good for them and the really high install base means they'll be in a good spot for quite a while even if sales completely tank year next year following another price increase.

It's not quite that simple since the vast majority of people who buy physical games will also buy digital games and a lot will have PS+ subs. They're also relatively likely to be hardcore fans who would buy a PS6 in its first year no matter how expensive it is so pissing those people off is risky. 

Sony had an 82 % digital sales split first quarter this FY, vs 83 % digital split first quarter last FY. That shows that the real reason they are forcing an all digital shift is because they knew that all the easy movers to digital has mostly already happened, to get the physical holdouts on PS to move over to digital would take a long time.

I apologize for sounding like a broken record, but physical isn't being fully represented here, not even close.

Several F2P and online games are absolutely huge (and some of them are of excellent quality. Where Winds Meet is one of my games of the generation), and PS+ keeps growing. But traditional software (physical + digital) remains massive as well. Many if not most of these PS+ subs are traditional gamers being forced to pay to access multiplayer.

Okay FYI, the definition for Reveue on financial reporting here for physical revenue is the wholesale income from a game sold at retail.  Digital Revenue is price the consumer pays.  There is only one real narrow difition of Revenue.  Sony doens't apply any percentages based on party on their financial reporting.  

The revenue that Sony reports on physical games sold is 100% of wholesale or roughtly 70% of what the conusmer pays.

The revenue that Sony reports on digital games solde is 100% of what the conusmer pays.

This is not a mis-representation.  This is the only correct way to report on revenue.  It is well know that Sony gets more revenue from digital games because retails take the sale price less the wholesale price whereas Sony 'gets' (as in recieves revenue) 100% of what the consumer pays.  

What they actually earn is dependant on who the publisher of the game is.  But that has no bearing on how revenue is reported.

As the platform holder the digital sales caveats apply to Add on Content.

Other Software Revenue is the only thing that is different here because in this equation, Steam revenue is 100% of the sales price, Sony recieves 100% of te sales prices less the 30% the platform holder keeps.  This applys even if Sony is publishing a game for another company.  Revenue is just the money that comes in. 

With this current statistic, 100 million is coming before January 1st, even with the high price of PS5. Not a given it surpasses PS1 by the end of the fiscal year, but it will surely pass Wii.

Yea, it should be at ~97M with the this quarter results, and around 102-103M with the holiday one even without GTA 6 boost. With a decent boost it may reach even 105M.

Many people focus on playing only PS+ games, which hurts sales.

Just look at what happened with Game Pass—game sales collapsed! Sony seems to have struck a better balance, considering their profit margins are hitting all-time highs, even after burning through heaps of money on failed GaaS initiatives.

Plus, there are all the online games—Marvel Rivals, Fortnite, Helldivers...

With a bit of luck, Sony will refocus on single-player games to keep its ecosystem popular and move away from this trend of investing in GaaS. I mean, over the last decade, they’ve become the most awarded publisher on the planet—producing the most-awarded game of the year five times in ten years! Twice in the last five years alone!

They need to drop GaaS and keep being the publisher with the best games—the most awarded publisher in the market.

If the last 2 quarters are down a similar amount to the June quarter, -36% year-on-year, that would be 2.6M for the September quarter and 5.1M for December quarter. That would bring lifetime shipment figures to 103 million. 

If it is down more like the March quarter, -46% year-on-year, that would be 2.2M for the September quarter and 4.3M for December quarter. That would bring lifetime shipment figures to 101.8 million. 

If somehow numbers are far worse than any of us would expect and are down 60%, that would be 1.6M for the September quarter and 3.2M for December quarter. That would bring lifetime shipment figures to 100.1 million. 

Shipment figures would have to be down by over 60% for the second half of the year for it to miss 100 million at the end of December.

Actually this is more due to tariff refunds and foreign exchange rates.