The first quarter at Sony It turned out to be pretty good. What is only an increase in operational income by 127 %! PlayStation 5 is also actively bought, due to which the total volume of shipments exceeded 80 million units. There is also a Marathon shooter from Bungie – the new date of the release will be called during the fall.
In the first quarter of the fiscal year, which ended on June 30, leadership in terms of sales remained again behind the game unit – it accounted for 936.5 billion yen ($ 6.4 billion). This is 8.3 % more than a year earlier.
Game direction Sony In the first quarter, it mainly left due to the implementation of interactive entertainment – their share from all revenues was 57.7 % (540.2 billion yen). The amount is 11 %more than a year earlier, but compared to the fourth quarter of last year, a drop in 13.6 %.
The best result in the field of games showed additional content according to the type of DLC and intra -game purchases, followed by digital copies of the titles. Games on the media in the wire – for three months of them less than from the section “Other” (22.7 billion yen from the discs against 25.3 billion yen from third -party platforms).
By the way about devices. In https://hellowincasino.co.uk/login/ the first quarter, 2.5 million PlayStation 5 were shipped – the total circulation is already 80.3 million units. When compared with PS4, the fifth "curling" still lags behind. Over the same period, 82.3 million PlayStation 4 was implemented. Now the PS5 takes the eleventh line in the list of best -selling consoles. She went around the PlayStation Portable (80 million devices) and now stands behind Game Boy Advance (81.51 million devices).
For three months, 65.9 million games for PS5 and PS4 were bought – an increase of 22.6 % compared to the first quarter of last year. Out of 65.9 million sold games from internal studios Sony only 6.9 million copies.
The share of projects in the "digital" increased to 83 %. A year earlier (as in the previous quarter), the indicator measured at 80 %.
The number of monthly active users has grown by 6 % – from 116 million people a year earlier up to 123 million people.
In a conversation with investors following the results of the quarter, General Financial Director Sony Lin Tao (Lin Tao) said the release Marathon will be held as part of the current financial year-until the end of March 2026. The new date of launch will be voiced once in the fall. “Now we are busy correcting problems. We are sure that the launch will take place. But if the launch is canceled, you have to revise financial forecasts. However, this is not expected at the moment ", – shared Lin Tao. The network militant was supposed to start on September 23, but he had to be postponed for an indefinite period to conduct more tests and better polish everything. Then Marathon ended up in the center of the scandal due to plagiarism of images.
The leader also said that Sony Enhances control over Bungie In terms of management. The ultimate goal is to completely transfer the command under the wing PlayStation Studios. Apparently, one miss of the studio after another makes themselves felt. Recall when Sony I bought it Bungie, The team ensured relative independence. The fact that the studio may lose its special status was reported back in 2023.
At the time of acquisition, we provided the studio with a very independent environment – this was our initial approach. However, then, as we said last year, structural reform was carried out. Now this independence is gradually decreasing, and Bungie goes into status, more and more appropriate PlayStation Studios. The integration process continues.
Lin Tao
Toyo Securities analyst Hideki Yasuda (Hideki Yasuda) noted that the number of PlayStation Plus subscribers increases faster than expected, and the loud hits among the anime and mobile games feed hopes for further growth. Yasuda warned that it was important to carefully monitor how changes in tariffs for chips in the United States will affect Sony.
The company increased the forecast for operating profit for the whole year, which will end in March 2026, up to 1.33 trillion yen ($ 9 billion). This is 4 % more than analysts forecasts and approximately corresponds to their expectations.