PlayStation 5 hardware shipments fell to 1.6 million units within the quarter ending June 30, down from 2.5 million in the identical quarter last 12 months. That works out to a 36 percent decline, and it follows the FY25 full-year figure of 16 million units that Sony reported back in May. Hardware is disclosed on a sell-in basis, so these are units shipped to retailers moderately than units bought by players.
Software told a steadier story. Full game software sales across PlayStation 4 and PlayStation 5 got here in at 66.1 million units, essentially flat against the 65.9 million Sony moved a 12 months ago. First-party titles accounted for six.0 million of that, down from 6.9 million, which tracks with 1 / 4 that had no major Sony-published release. The digital download ratio sat at 82 percent, off a single point from last 12 months’s 83 percent.
Revenue for the Game & Network Services segment landed at ¥937.1 billion, effectively unchanged 12 months over 12 months, but the combination underneath shifted noticeably. Hardware revenue dropped 9.8 percent to ¥138.3 billion while Network Services, which covers PlayStation Plus and promoting, climbed 20.9 percent to ¥208.6 billion. In my write-up of Sony’s FY25 results, I said hardware shipments were softening while the services and software side kept moving in the suitable direction, and this quarter continues that pattern. Physical software revenue slipped to ¥20.5 billion, which is value watching now that Sony is ending physical disc production for brand new games.
Operating income for the segment jumped 36.5 percent to ¥202.0 billion, helped considerably by something that isn’t there. Sony booked no non-recurring items in any respect this quarter, against the ¥120.1 billion in Bungie impairments that ran through FY25. Writing about that FY26 outlook in May, I expected it to mean more services revenue, fewer hardware shipments, and no fresh nine-figure Bungie writedowns, and the primary quarter delivered all three. Sony also raised its full-year segment forecast, lifting projected sales from ¥4,420 billion to ¥4,540 billion and operating income from ¥600 billion to ¥660 billion. The corporate notes that the July 28 Kumamoto Earthquake just isn’t factored into any of those projections.
PlayStation Monthly Lively Users got here in at 125 million, up from 123 million a 12 months ago and level with where FY25 finished. One number Sony left untouched is Ghost of Yōtei, which still shows 3.3 million sell-through units as of November 2, 2025, the identical figure disclosed two quarters ago. No first-party title received an updated total this time around, so insights on Sony’s own software performance could have to attend until the subsequent report.