Presentation: https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_sonypre.pdf
Source of Supplementary Info: https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_supplement.pdf
Slides:
Main Summary
- 6.3m ps5 shipped (FY was 19.1m)
- Software up 9%, Network Services up ~14%
- OI down 54% for the quarter due to reduced first party sales, I am assuming PSVR2 is also having an impact.
- PS Plus users flat, MAU up ~2%
- Others which includes PSVR2 = 142,900m jpy up from 51,720m jpy (hard to estimate the unit sales)
- Yearly Sales up 33% (~15% due to FX impact)
- Forecast of 7% revenue growth and 8% OI (will get more info later)
Others Summary
- Full game software down ~4% YoY as was the % of it being first party
Call is in a hour
- 25m ps5 forecast
Source of Supplementary Info: https://www.sony.com/en/SonyInfo/IR/library/presen/er/pdf/22q4_supplement.pdf
Slides:
Main Summary
- 6.3m ps5 shipped (FY was 19.1m)
- Software up 9%, Network Services up ~14%
- OI down 54% for the quarter due to reduced first party sales, I am assuming PSVR2 is also having an impact.
- PS Plus users flat, MAU up ~2%
- Others which includes PSVR2 = 142,900m jpy up from 51,720m jpy (hard to estimate the unit sales)
- Yearly Sales up 33% (~15% due to FX impact)
- Forecast of 7% revenue growth and 8% OI (will get more info later)
Others Summary
- Full game software down ~4% YoY as was the % of it being first party
Call is in a hour
- 25m ps5 forecast
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