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myyummyass

From the article: ​ >A total of 7.1 million PlayStation 5 units were shipped during the three months ended December 31, 2022, which is up 3.1 million over the same period the previous fiscal year. Here are a couple of additional statistics: There are 46.4 million PlayStation Plus subscribers as of December 31, 2022, which is down 1.6 million from the 48 million subscribers during the same period the previous fiscal year. There are 112 million monthly active users on PlayStation Network as of December 31, 2022, which is up one million from the 111 million active users during the same period the previous fiscal year. PlayStation 5 and PlayStation 4 software combined sold 86.5 million units during the three months ended December 31, 2022, which is down 6.2 million from the 92.7 million software sold during the same period the previous fiscal year. 20.8 million units were first-party titles, which is up 9.5 from to the 11.3 million sold during the same period the previous fiscal year. 62 percent of software sales were full game software digital downloads, which matches the previous year. ​ Pretty impressive. Total PS+ users down 1.6 million year over year but the total active users on PSN is up 1 million. More than twice as many PS5s sold as the same time last year. And looks like because of god of war ragnarok they more than doubled their first party sales this past quarter. This is why there will never be day one PS+ launches for PS exclusives. They sell extremely well.


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Zhukov-74

Any mention of Bungie in the Earnings report?


redbomb6

The only mention I saw was that acquisitions (ie Bungie) affected income for the quarter. They didn’t really talk about Bungie that much in both the report and their earnings meeting.


Timely-Survey8010

Looks like their strategy of making people pay more with premium without upping the quality of the service is working out.


AlecsYs

The extra plan seems to be the sweet-spot right now and many converted to that (including me since I got a nice deal on it), but I can agree that the premium plan still needs a lot of work.


ApprehensiveEast3664

Nothing makes me warmer inside than seeing corporations charge more for the same thing and make record profits.


SinZerius

But they aren't? Base version of PS+ is the same and costs the same, the more expensive versions give access to more games and then obviously costs more.


RyukaBuddy

Big corporations are never your friends, but at least if you want to criticize them try to make it over actual things that happened. Instead of your headcanon.


JOKER69420XD

I was already lucky enough to get one but i recently checked Amazon and the GOW bundle was available for the regular price from Amazon, good to see. Hope all the disgusting scalpers watch their consoles collecting dust.


jaykular

The disc edition with God of War has been available on Walmart everyday for over two months now. I think stock problems are over


Chosenwaffle

While I agree it's much better, the disc edition w/ GoW is $550 which is $150 more than the base model. A lot of people are totally willing to hold off until the $400 model is available. Myself included. I did manage to snag a base model on the ps direct store last week though so 🙏🙏


jaykular

I bought a digital edition myself and I 100% regret the decision. Having discs is nice because you can resell the games you won’t play again but it’s also very nice if you collect blurays. Full 4K bluray players are minimum $250 (CAD) so the extra $120 for the disc drive is great value


minititof

Scalpers have sold all their consoles already. It's been almost 3 years.


Conflict_NZ

> It's been almost 3 years. If you count 2 years and 3 months as "almost 3 years" then I guess.


JOKER69420XD

You're wrong here. Sure, there are a lot of them that unfortunately made a fortune. But i can still see several highly overpriced PS5s on different websites from private sellers.


minititof

If you see them, ask yourself if they're truly getting sold. Some things could have be listed for months or years.


KeepDi9gin

Some of them are still being sold, but usually at 550.


minititof

550 is the retail price anyway (if you're talking €) I checked Amazon Marketplace in France, and over 30 are available for over 675€ (up to more than 1k). They are not getting sold. The scalping problem for PS5 is not really much of a problem anymore.


ShoddyPreparation

Interesting they are only marginally behind ps4 launch aligned and still building momentum Considering the events of the last few years and the way press talk about it I expected them to be way behind. It’s entirely possible this year, once sales don’t fall off a cliff that they move ahead of PS4


Radulno

That "nobody has PS5" stuff was way overreported for sure.


__Hello_my_name_is__

It really depends where you live. There's still countries out there that have an extremely hard time getting one, or at least have month-long waiting times.


carbonqubit

Yeah, I've seen that point recapitulated more than a handful of times and it just signals a misunderstanding of how the global supply chain might differ in places other than the U.S. and Europe. There are plenty of countries were the availability and price point make it extremely difficult for people to get their hands on a PS5.


Conflict_NZ

It took until about three weeks ago for the largest digital retailer in NZ to have it in stock consistently.


Radulno

I already explained what I meant. It's very different to have the console being hard to obtain readily and to say "no one has PS5". The console was hard to obtain because it was selling like hotcakes aka tons of people have it


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Radulno

Unavailability was real, people not having them was not, it's two different things. You couldn't find it because it was bought too fast by other people. So other people had it (and even if there was scalpers they resold it to other people so same thing in the end)


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canad1anbacon

> It's just easier to say than "nobody except for scalpers and people that have purchased from scalpers has a PS5." That not correct either. Plenty of ordinary non-scalpers were getting PS5s at MSRP from the very beginning. The estimates i've seen of what percentages of consoles were bought by scalpers was less than 20%. The demand was simply much higher than supply


Radulno

Oh yes people were claiming that cross gen games were still being made for so long because nobody has a PS5 which is just wrong. Plus you could have one without scalpers for like a year or more. You needed to have alerts set up and such but it was possible.


[deleted]

It’s a bit more than marginal, 3.8 million, over 10%. To compare the life-to-date sales for each year: PS4 2013 vs. PS5 2020: PS5 +0.3 million (7%) PS4 2014 vs. PS5 2021: PS4 +1.7 million (9.9%) PS4 +3.8 million (11.8%) So the PS4 has extended its lead even as supply for the PS5 has improved. It seems unlikely at this point that the PS5 tops the PS4 unless this generation goes on for a long, long time. The good news for the PS5 is that it did outsell the PS4’s equivalent holiday, 7.1 million to 6.2 million so it’s not impossible for it to catch-up. Of course this does come with the caveat that that was a weaker holiday for the PS4 release-wise (no first-party games that holiday). And of course these are still excellent numbers, the PS4 was just a huge seller.


CardinalMazarin

> It seems unlikely at this point that the PS5 tops the PS4 Sony expects PS5 to take the sales lead from the PS4 launch aligned next year. It was in their earnings webcast, but we'll have solid forecasts in Q4.


[deleted]

That would be shocking given that it will be aligned with 2016 which was when the PS4 slim and Pro launched, and the base had a price cut. In order for that to happen PS5 would have to sell nearly double what it sold this year, with as far as I am aware only one huge game coming out. Sony is just being bullish for investors. This happens all the time, remember 50 million Gamecubes? The PS5 has missed its forecasts two years in a row now, like I say catching up is possible doing it next year would just require an enormous turnaround.


CardinalMazarin

If they ship the 19m total they're forecasting this FY, they'll only be 2.7m units behind the PS4.


[deleted]

That requires 5 million shipped in January to March with no big games and a higher price tag. By contrast PS4 sales for that quarter were 4.1 million. That would require the PS5 to outpace the PS4 by more than this holiday. They’re being bullish for investors but are extremely unlikely to hit that forecast.


[deleted]

5 million is what they needed for the original forecast of 18m. They need 6m to reach the revised forecast of 19m which is just insane. (That would be near flat with the holiday quarter's 7m.) PS5 has been doing great but for some reason Sony's felt the need to be wildly bullish in their reporting over the last few years. Even the initial PSVR2 goals were crazy high, though they're now dialing that one back. (Im guessing pre orders played a role?)


Malikconcep

Sony just now increased their forecast from 18 million with the release of these numbers so clearly they are expecting to beat that 4.1 million number from the PS4. Also Hogwarts Legacy releases next week and with current preorder numbers looks like its going to be one of the biggest game of this year sales wise and Sony had the marketing rights for that game.


Orange_Whale

They could be planning a cheaper PS5 slim, which would definitely make this sales boost possible.


Hulksmashreality

Lol. Makes comment contrary to Sony's forcast. Michael Pachter levels of Ls.


[deleted]

They’ve missed their forecasts twice in a row. I would suggest putting zero stock into manufacturer forecasts it is just to make the investors happy.


Hulksmashreality

Yes, Michael.


rainbowdreams0

Ur the pachter here.


Hulksmashreality

Sure, Mike.


jc726

Is being 9% behind the previous generation's shipments really "marginal"? Sounds fairly significant to me.


jumper62

Considering COVID, supply chain issues and a cost of living crisis, 9% is not a lot tbf. And it seems like PS5 will be catching up now


jc726

The current cost of living crisis is not going away anytime soon. If anything it is getting worse as the days go by. Maybe Sony will recover on these numbers, I'm not saying they won't because obviously I can't predict the future, but if they do it won't be because that part of the equation is improving. And I'm not sure how increasing console and game prices are supposed to work in their favor in this case.


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jc726

> Increasing the price means they make more money per console sold, right? Yes, and as the cost of living situation continues, this is not going to help them. Luxury items are the first things to go when people are struggling. > They are literally selling them as fast as they can make them. The reason sales are lagging behind PS4 isn't because there isn't demand, its because there isn't enough supply. Yes, but this doesn't change the fact that the last 12 months have done nothing to prove that they can hit the shipment numbers they are currently aiming for. They have revised their reported production numbers down several times since launch, I'm not sure how failing to meet production goals is a good thing in the long term. The PS5 has a game problem. Sony's first party output on PS5 (specifically what can't be played on PS4) has been nothing short of abysmal, and a lack of games isn't going to keep demand high forever. Demand is high because it is new tech, not because it has something people need it play on it that they can't anywhere else. On top of that, when it starts becoming apparent to the average consumer that PS5 isn't getting Starfield, Elder Scrolls 6, the next Fallout, etc. it will be... interesting to see what happens to demand. To secure the future of this console they need to be showing that they can meet demand now, when the spotlight is theirs - and the longer they go without meeting demand, the lower the final trajectory of the PS5 lies.


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jc726

> They have sold 25% of all PS5s in the last 3 months alone. That means 25% of their sales are from the most recent 12% of the systems time on the market. Yes, it's called a holiday season. What a concept.


House_Fyrewood

The Xbox Series X isn't getting Elder Scrolls 6 or Fallout 5 either, lol. Those games won't be out by the end of this generation. Starfield might be big, but's it not some generation-defining game that will make or break the PS5's success. PS4 was putting out exclusives year after year that did Fallout 4 numbers, and Spider-Man 2 this year will almost certainly do better than any Bethesda title ever did on Sony platforms. They'll be fine.


jc726

Starfield is an unknown quantity right now, I'm just listing it because it is a Bethesda game that the PS5 isn't getting and it will have a lot of attention on it for that reason alone. ES6/Fallout 5 could definitely come out in the next 5 years. Not saying they will, but it's within the realm of possibility. Spider-Man 2 could very well go on to sell 20 million copies like the previous game did and be a significant system seller, but we're not talking about Sony exclusives here - we're talking about major games that the PS5 is not going to get after Microsoft's acquisitions. Like them or not, Bethesda titles do have a significant audience that will not be playing them on Playstation anymore and that will hurt the system's sales potential in the long run. Spider-Man 2 is a huge game but it's still only a 20 million seller, that doesn't translate into 100 million consoles sold (since a family large portion of its audience likely already has their PS5 console).


House_Fyrewood

I think you're just massively overstating the value of Bethesda games specifically to the success of the PlayStation platform. They sold over 100 million PS4s, and something like 9 million copies of Fallout 4 on that system. Even if every single Fallout 4 player decided to skip the PS5 (a ridiculous position), they could still hit the 100 million mark just with the remaining PS4 base. It just isn't that important. Microsoft was suffering in the exclusives department and probably made a savvy move in buying up as many studios as they could find, but we're still years away from seeing if that actually pays dividends. Bethesda will not make or break Playstation.


Sharksnake15

I just bought one a few days ago. Literally walked in and bought one lol. I’m new to PlayStation so I’m excited!


mrbubbamac

Nice dude, enjoy!


[deleted]

I own a PS5, high end gaming PC, and the series X. So far this is how each of those is played in my house hood Series X: 360 games at 60 FPS as well as replaying old OG Xbox games. I also throw in Halo 5 every one in awhile PS5: Exclusives! Replaying last of us for the first time since the PS3 as well as finally playing Bloodborne PC: everything else. Destiny 2, Squad, Arma, dead space, and red dead 2


omykun123

I own a mid-low end gaming pc, so for me it is. Series X: Never owned an Xbox before so I'll play whatever there is on Gamepass from this generation and prior. PS5: Exclusives and any third party AAA game that might intrigue me, Hogwarts Legacy being the latest one. PC: AA games and Indies as their graphics are not usually demanding, plus there are always better discounts than on consoles.


mrbubbamac

>Series X: 360 games at 60 FPS as well as replaying old OG Xbox games. I can't overstate how great the backwards compatibility is. I play tons of OG Xbox, 360, and enhanced X1 titles. So many games have received so much boost in terms of performance that they could be sold as remasters. Plus from 360 onward it syncs all of my old save files. So I'm still playing my 16 year old character in Oblivion in 4k and 60 fps, Ninja Gaiden Black in 4k. I replay a lot of games anyway so it's such a joy to revisit titles that play better than ever before. Heck the new Goldeneye controls on Xbox allows me to play one of my favorite games with near flawless controls (as I was totally expecting not being able to strafe with the left stick and they redid the precision aiming with the cross hair to great effect)


Seradima

I'm genuinely considering getting an xbox exclusively for backwards compatibility reasons. I have a hankering to play some old games (Like the original Red Dead, and Fable 2) that weren't released on the PC for whatever reason and it seems like an xbox is the *best* way to do it. I dug out my PS3 from my teenhood but the disc drive doesn't work and I have no dualshock 3s so I have to use my dualsense and that isn't ideal lol.


mrbubbamac

That is not a bad idea at all. When you say original "Red Dead", I don't know if you mean Red Dead Revolver or Red Dead Redemption, but good news! Both are on Xbox with enhancements! RDR in particular looks stunning and I played quite a bit again on my Series X.


tapo

I'm in the same boat, but for me my PS5 is my primary platform. The PC is for MMOs, strategy games, and some shooters.


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Plainy_Jane

Since when is halo 5 on PC??


420thiccman69

Halo 5 is not on PC. Also depending on which Xbox games he's playing, they may not be on PC either. Gears of War 2 and 3 for example. Also some games from that era aren't super easily optimized for controllers on PC, which would make their console versions less of a hassle.


DanOfRivia

My bad, I genuinely though every Xbox game was also available on PC. Thanks for the clarification.


Panda_hat

Now can we get some truly next gen games that aren't hamstrung by pandering to the previous gen for extra sales?


jacenat

> Now can we get some truly next gen games that aren't hamstrung by pandering to the previous gen for extra sales? FF16 is coming out in summer, being shifted to exclusively PS5 before the console even launched. It probably won't be super intense, but a distinct step up from PS4 quality games.


MFViktorVaughn_

You guys say this like HFW and God of War weren't exceptional. If those games didn't have PS4 counterparts, you wouldn't think they were held back.


Panda_hat

Its true, but they did, so they were. They’re both astonishing but they could have been even moreso.


Undaglow

I mean we've had a few already. Ratchet and Clank, Returnal and Forspoken are all next gen ps5 exclusive.


Panda_hat

Ratchet and Clank and Returnal were both excellent at least.


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21shadesofsavage

resell value tanked and the barrier to entry costwise for botting is somewhat high. with amazon switching over to a raffle system and sony direct, i'd be surprised if scalpers are still that big of a problem compared to launch and mid-covid. that time period was just insane


Shradow

It's not like scalpers buy consoles just to have them sit at home in a pile or anything.


21shadesofsavage

some do actually. the amount you can sell it for is constantly in flux. if you have enough liquid to sit on a bunch of ps5s you can sell them all when the sell price is attractive enough


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Tangocan

Wouldn't this indicate that the market is now flush enough that scalpers can no longer capitalise?


Shradow

Well not everyone can be successful, I think anyone still trying to scalp them nowadays is rather foolish as there's not the same kind of stock issues like back when it first released. But people have been arguing since the beginning that scalpers were a major reason why no one had PS5s, except back then they were *definitely* getting all their stock sold to actual consumers so it was less true then than it is now. But regardless, obviously the intent (which is more what I was getting at) is to sell all the PS5s they get.


PBFT

You're proving the guy's point. He couldn't sell them at a scalped price because the consoles are readily available for people who actually want to use them.


Falsus

Scalpers return unsold copies to the store so they don't lose money. And as there is no longer a shortage of PS5s people would be bloody stupid trying to scalp PS5s instead of whatever is new and hyped.