Sony FY2023 Q1Report: 3.3 Million PS5 sold

onQ123

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Interesting, if there aim is to ship 25 million units and they only shipped 3.3 for this first quarter then they will be moving a ridiculous amount in Q3.
 
Solid performance. Their Q2 will be huge and the Q3 with the price cut will be monumental.

Also good to see the digital software split drop.

How come they sell 6.6 million units of software...in q1 and q2? 😆
 
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Digital ratio down year over year win! People gonna have options and you gotta deal with digital-only short sights.


consoles were still impossible to get until february but might not be that
now it's everywhere
this is april may and june, anyway , q4 was just super hot so it burnt off tons of pent-up demand, clearly sony wants that 25 million( I don't think they'll hit it unless they play things perfectly but they are going in 100% to try and make it)
for context q1 2016 ps4 shipped 3.5 million
 
That's very low in my opinion, I would have expected some impressive numbers, especially with the good weekly numbers is moving in Japan. I don't know if PS5 is still supply constricted somewhere? I thought it was pretty easy to find everywhere.
 
Could just be that there were move PS5 in the channel then previously thought to achieve that 6.1 million in Q4 FY22. Cause we know that sell through for PS5 in up.
 
Looking at the number, yeah, physical software is doomed
Microsoft and Sony are barely putting anything in stores on purpose. The Switch section of games has more than those two combined in just about every store I go to. I dunno if it's the case everywhere else but it honestly would not surprise me.
 
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Interesting, if there aim is to ship 25 million units and they only shipped 3.3 for this first quarter then they will be moving a ridiculous amount in Q3.
not sure how they gonna do it, we shall see.
Its either unachievable this time, or they have some games to push the console sales, chances are slim
 
The Doom and Gloom for the PS5 begins
well, Hardcore Sony fans should not be happy, they certainly weren't when I said in the yearly results that ps5 wasn't going to blow away the ps4. Normal people on the other hand should see solid q1 results pointing toward one of the PlayStation's best years ever (20 million units+ mountains of software, though I personally think that 25 million is a moonshot)

Looking at the number, yeah, physical software is doomed

a quarter of a billion dollars in revenue and the digital encroachment is down substantially yoy is bad to you?, you're just going to have to learn to live with people having options ... for some baffling reason, why would not want something that benefits everyone?
 
Sold 3 Million consoles in Q1 but......
MAU 108M same as Q4.
Age of Sony is done!
Transcript of Phil Spencers email to the Xbox team
 
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Hardware Sales for Quarter 1 FY 23/24 are up 900k year over year, Quarter 2 is usually bigger than Quarter 1 so we should see a decent sized increase for Q2.

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PS5 Versus PS4 and PS3

For the 1st quarter of the 3rd full FY (yellow) the 3.3 million the PS5 shipped is 200k down on PS4's 3.5 million and 2.2 million up on PS3's 1.1 million. After 11 quarters PS5 totals 41.7 million compared to 43.7 million for PS4 and 23.8 million for PS3. This means launch aligned the PS5 is 2 million down on PS4 and 17.9 million up on PS3.

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Interesting, if there aim is to ship 25 million units and they only shipped 3.3 for this first quarter then they will be moving a ridiculous amount in Q3.
They shipped over 19M previous fiscal year. With much better supply, price drops happening now and rumoured slim model they will do it.
 
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PS5 versus current competitors

For the 1st quarter of the 3rd full FY (yellow) the 3.3 million the PS5 shipped is 1.9 million up on XBS' 1.4 million (est) and 1.17 million up on NSW's 2.13 million. After 11 quarters PS5 totals 41.7 million compared to 23.2 million (est) for XBS and 41.67 million for NSW. This means launch aligned the PS5 is 18.5 million (est) up on XBS and 0.03 million up on NSW.

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Note: XBS hardware shipments are my personal estimates based on it's hardware revenue.
 
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I don't think spidey will be as hot as some people think, don't get me wrong it's gonna be hot, but like god of war +15 to 25% hot not Zelda hot, probably 5.5-6.5 Million weeks 1, 11 to 13 million by years end

I don't need this negativity in my life.

Go Away GIF
 
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