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Sony has released their earnings report for the Oct-Dec quarter, fiscal Q3.
Link to handout.
Link to Supplemental Information.
Game & Network Sales segment
Sales: ¥813.3bn (~$7.15bn)
Operating income: ¥92.9bn (~$0.82bn)
Second-best quarter ever for G&NS in terms of revenue, only behind fiscal Q3 last year.
Hardware
PS5: 3.9m (LTD: 17.3m)
PS4: 0.2m (LTD: 116.8m)
Software
PS5+PS4: 92.7m games sold (104.2m in Oct-Dec 2020)
First-party software sales: 11.3m games sold (19.0m in Oct-Dec 2020), which is 12.2% of total PlayStation game sales (18.2% in Oct-Dec 2020).
PlayStation Store revenue: ¥432.3bn (~$3.80bn; -0.1% YoY).
62% of software sales were digital.
111m Monthly Active Users, who spent $42.37 on average on PSN during Oct-Dec 2021.
48.0m PlayStation Plus subscribers (up from 47.4m at the end of 2020)
Outlook for the full current fiscal year ending 31st March 2022
- Revenue outlook has been decreased from ¥2900bn to ¥2730bn (~$24.6bn)
- Profit outlook has been increased from ¥325bn to ¥345bn (~$3.1bn)
- PlayStation 5 hardware sales outlook decreased from 14.8m units to 11.5m units, implicating expected fiscal Q4 shipments of 2.0m units.
Thanks ArmGunar.
Link to handout.
Link to Supplemental Information.
Game & Network Sales segment
Sales: ¥813.3bn (~$7.15bn)
Operating income: ¥92.9bn (~$0.82bn)
Second-best quarter ever for G&NS in terms of revenue, only behind fiscal Q3 last year.
Hardware
PS5: 3.9m (LTD: 17.3m)
PS4: 0.2m (LTD: 116.8m)
Software
PS5+PS4: 92.7m games sold (104.2m in Oct-Dec 2020)
First-party software sales: 11.3m games sold (19.0m in Oct-Dec 2020), which is 12.2% of total PlayStation game sales (18.2% in Oct-Dec 2020).
PlayStation Store revenue: ¥432.3bn (~$3.80bn; -0.1% YoY).
62% of software sales were digital.
111m Monthly Active Users, who spent $42.37 on average on PSN during Oct-Dec 2021.
48.0m PlayStation Plus subscribers (up from 47.4m at the end of 2020)

Outlook for the full current fiscal year ending 31st March 2022
- Revenue outlook has been decreased from ¥2900bn to ¥2730bn (~$24.6bn)
- Profit outlook has been increased from ¥325bn to ¥345bn (~$3.1bn)
- PlayStation 5 hardware sales outlook decreased from 14.8m units to 11.5m units, implicating expected fiscal Q4 shipments of 2.0m units.
Thanks ArmGunar.