What's new
By:
IconEra

Register a free account today to become a member! Once signed in, you'll be able to participate on this site by adding your own topics and posts, as well as connect with other members through your own private inbox!

PlayStation FY2026 Q2 Earnings | PlayStation 5 has shipped 97.9 million units worldwide

Forums  ›  Gaming
Playstation 
Ludwig

Ludwig

Veteran
Sircaw's Army
sony.png

sony-2.png



Marvel's Wolverine: 2.4M global sell-through

(Summarized by AI)
Hardware: 2.6M (vs 4.0M last year, down 35% YoY)

Software: 88.2M (vs 80.3M last year, up 10% YoY)

First-Party Software: 8.2M (vs 6.3M last year, up 30% YoY)

Physical : Digital Ratio: 22:78 (vs 28:72 last year)

MAU: 127M (vs 119M last year, up 7% YoY)

G&NS Revenue: ¥1,208.5bn ($7.58bn), up 9% YoY (vs ¥1,113.2bn / $6.99bn)

Operating Income: ¥220.1bn ($1.38bn), up 83% YoY (vs ¥120.4bn / $756M)

PS5 Cumulative Sell-In: Approximately 97.8M as of 30 September 2026 (93.7M as of 31 March 2026, plus Q1 and Q2 shipments).

  • Game Software: ¥708.5bn ($4.45bn) (vs ¥629.3bn / $3.95bn, up 13% YoY)
  • Digital Software: ¥330.8bn ($2.08bn) (vs ¥268.3bn / $1.68bn, up 23% YoY)
  • Add-on Content: ¥313.1bn ($1.97bn) (vs ¥299.8bn / $1.88bn, up 4% YoY)
  • Physical Software: ¥43.1bn ($271M) (vs ¥35.4bn / $222M, up 22% YoY)
  • Other Software: ¥21.5bn ($135M) (vs ¥25.8bn / $162M, down 17% YoY)
  • Network Services: ¥218.3bn ($1.37bn) (vs ¥182.7bn / $1.15bn, up 19% YoY)
  • Hardware: ¥219.7bn ($1.38bn) (vs ¥230.9bn / $1.45bn, down 5% YoY)
  • Others: ¥61.9bn ($389M) (vs ¥70.2bn / $441M, down 12% YoY)
  • Sales: ¥4,830bn ($30.32bn) (previous forecast ¥4,540bn / $28.50bn)
  • Operating Income: ¥700bn ($4.40bn) (previous forecast ¥660bn / $4.14bn)
USD conversions are approximate, using ¥158.47 = $1 (November 4, 2026).

Overall pretty good. Expect the sales for Wolverine .
 
Factually an excellent result considering the industry context.

Wolverine though is a flop, and there’s no way around it. Regardless of how harsh the reviews were, which they were, Insomniac failed to make a game that met a certain level of quality it needed.

Wellfare of course is already on the other place running interference, but PlayStation and Nintendo should no longer be compared to Xbox because Xbox isn’t a thing anymore. Most of their revenue comes from being third party, and a sub service that was losing them money.

Awhile ago I said that despite everything PlayStation would be in a good position vs the others during this economic shit show, and it shows in the operating income and software sales. Nintendo is in the difficult spot of having to subsidize HW growth in a difficult market for hw.
 
Last edited:
Results of the #NoDiscNoBuy campaign so far in this Q2:
  • Record Q2 revenue from selling digital games
  • Record Q2 revenue from selling add-ons
  • Record Q2 revenue from game subs
  • Q2 record for the percent of PS games sold that were digital: 78%
  • Full game sales in revenue from digital grew more YoY (in yens) than from physical: 62.5B yen up vs 7.7B yen up
  • Full game sales in revenue from digital grew more YoY (YoY percentual growth) than from physical: 23.28% up vs 21.74% up
  • Record Q2 active userbase, 127M MAU (7% up YoY and all time record for September)
  • Record Q2 playtime, up 4% YoY
  • Record Q2 Sony G&NS division revenue and (up 29% YoY when excluding last year's Bungie one time loses) operative income
  • Results are so good that they increased 6% Sony G&NS full fiscal year forecasts for both revenue and operative income
 
Last edited:
Yurinka said:
Results of the #NoDiscNoBuy campaign so far in this Q2:
  • Record Q2 revenue from selling digital games
  • Record Q2 revenue from selling add-ons
  • Record Q2 revenue from game subs
  • Q2 record for the percent of PS games sold that were digital: 78%
Click to expand...
Also 127 million MAU's is a record September for them. 8 million more MAU's yoy during the campaign..
 
Yurinka said:
Results of the #NoDiscNoBuy campaign so far in this Q2:
  • Record Q2 revenue from selling digital games
  • Record Q2 revenue from selling add-ons
  • Record Q2 revenue from game subs
  • Q2 record for the percent of PS games sold that were digital: 78%
Click to expand...

You forgot one:
  • Physical game sales in Q2 increased from 35.4m to 43.1m (up 21.75% YoY).
But of course that doesn't fit the narrative.
 
Yrassinad said:
You forgot one:
  • Physical game sales in Q2 increased from 35.4m to 43.1m (up 21.75% YoY).
But of course that doesn't fit the narrative.
Click to expand...

That chatgpt clown also forgot to mention how

- Other Software is insignificant, yet it still goes around claiming how Sony will have their own PC launcher "soon"

- 1st party software sales are lower than physical games 🥶
 
Extremely great results all around for Sony. And them being free of the Bungie tax has helped them out greatly this time around.

Also pretty much matching Nintendo's hardware shipment this quarter is a massive victory for brand PlayStation.

They'll need to figure out the first party situation going forward though.

Legacy sales of Ragnarok, Spiderman 2 and GT7 are carrying a lot this year as well.
 
Last edited:
You must log in or register to reply here.
Back
Top