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  • The 2022 Games of the Year results are in! Thank you to everyone that took the time to vote, and congratulations to all the winners!

Sony Q3 FY2019 (Oct-Dec) Results - PS4: 6.1m (LTD: 108.9m) / 2019 is 2nd best year ever for PlayStation / PSN generated over $12.48B in 2019

In 2019, 103m active players each spent ~ $90.14 on average on PS Store (Games/DLC/MTX) and you ?

  • I spent more than $90.14 on PS Store in 2019

    Votes: 694 62.6%

  • I spent nothing or less than $90.14 on PS Store in 2019

    Votes: 330 29.8%

  • I'm not part of these 103m MAU (I don't have or didn't play on PS4/PS3/VITA in 2019)

    Votes: 85 7.7%
  • Total voters
    1,109
ArmGunar

ArmGunar

PlayStatistician
Member
Oct 30, 2017
6,527
*The US Dollar figures have been converted from Japanese Yen with exchange rate provided in Sony fiscal reports
Source 1 / Source 2

As mentioned in the poll, spending on PS Store include Games & Add-on content (DLC/MTX/etc...) but no Services (as PS+/PS Now)
You can change your vote if you made a mistake


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Sony Corporation - Q3 FY2019 (October - December 2019) :

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Sony Revenue : ¥2463.2bn / $22.64B (+2.6% YoY from ¥2401.8bn / $21.27B - Q3 FY2018)
Sony Operating Profit : ¥300.1bn / $2.76B (-20.4% YoY from ¥377bn / $3.34B - Q3 FY2018)
Sony Net Profit : ¥229.5bn / $2.11B (-46.5% YoY from ¥429bn / $3.80B - Q3 FY2018)
  • 3rd best Operating Profit ever for Sony during any quarter
  • 3rd best Net Profit ever for Sony during any quarter

Last Q3, "Net profit" were inflated by these one-time gains :
  • Remeasurement gain relating to consolidation of EMI (¥116.9bn / $1.03B)
  • Reversal of valuation allowance for deferred tax assets (¥154.2bn / $1.37B)

Here's a table with Adjusted Results excluding one-time gain/loss, compared to Original Results

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Top of Biggest Profit Drivers for the Quarter :
  1. Electronic Products & Solutions : ¥80.3bn / $0.738B
  2. Imaging & Sensing Solutions : ¥75.2bn / $0.691B
  3. Game & Network Services : ¥53.5bn / $0.492B
  4. Music : ¥36.3bn / $0.334B
  5. Financial Services : ¥32.6bn / $0.300B
  6. Pictures : ¥5.4bn / $0.050B
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  • 3rd best Revenue and Operating Profit ever for Music during Q3
  • 2nd best Revenue and Operating Profit ever for Imaging & Sensing Solutions during any quarter
  • 2nd best Revenue ever for Financial Services during any quarter
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Gaming Division - Q3 FY2019 Results (October - December 2019) :

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Gaming Revenue : ¥632.1bn / $5.81B (-20% YoY from ¥790.6bn / $7.00B - Q3 FY2018)
Gaming Operating Profit : ¥53.5bn / $0.492B (-26.8% YoY from ¥73.1bn / $0.647B - Q3 FY2018)
  • 3rd best Revenue ever for PlayStation during any quarter
On a constant currency basis, Revenue dropped -16.6% YoY and Op. Profit dropped -22.2% YoY

This quarter, the Gaming Division accounts for :
- 25.7% of Sony total Sales/Revenue (vs 32.9% - Q3 FY2018)
- 18.9% of Sony total Operating Profit (vs 18.4% - Q3 FY2018)


PS4 shipped : 6.1m (vs 8.1m - Q3 FY2018)
PS4 LTD : 108.9m

Software sold : 81.1m (vs 87.2m - Q3 FY2018)
Software digital ratio : 49% (vs 37% - Q3 FY2018)
Software sell-through LTD : 1.181 billion games
Software sell-in LTD (minimum) : > 1.148 billion games
  • During this quarter, more than 10.20 games have been sold each second worldwide (= 881 000 games sold each day)
  • More than 431 000 digital games have been sold-through each day on average on the PlayStation Store during Q3
    • doesn't include "download only software titles"
  • 103 million players each spent ~ $27.21 on average on the PlayStation Store between Oct-Dec 2019
PS+ Members : 38.8m (up from 36.3m - Q3 FY2018)
  • All-time high number of PS+ subscribers
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Even with Q4 not counted, PS4 is still tracked ahead of PS2 for now

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Here is below the PS4 software sales since FY2015, including the quarterly physical/digital split from FY2016 onward
(doesn't include "download only software titles" ; no data before FY15 because it was not provided)

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Now you can take a look below at the evolution of PS Plus subscribers and Software digital ratio over years

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Here is now the Quarterly Physical Software Sales on PS4 since FY2016 (from April 2016 onward)
And the interesting stat : Sony's average gross margin per physical copy sold

For a $60 retail game, publishers have to pay about $7-10 to Sony as a license fee (publisher's gross margin ~ $33)
For its own first-party games, Sony's gross margin will be as high as ~ $40
When Sony's average gross margin is higher than $7-10, that's because it's inflated by the performance of its exclusives
  • Q1 FY16 (Apr-June 2016) : Uncharted 4 release
  • Q4 FY16 (Jan-Mar 2017) : Horizon Zero Dawn
  • Q1 FY18 (Apr-June 2018) : God of War & Detroit
  • Q1 FY19 (Apr-June 2019) : Days Gone
Q2 FY18 (July-Sept 2018) with Spider-Man didn't go higher (despite good performance), probably because of huge sales of annual sport titles (Madden/NBA 2K/FIFA) which lowered Sony's average gross margin

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Some stats of PlayStation in 2019 (calendar year) including data of previous years to contextualize​
*Sell-in numbers (sold to retailers + digital sales) come from Sony's quarterly reports and don't include "download only software titles"
**Sell-through numbers (sold to customers via retail stores or PS Store) include "download only software titles" (unless otherwise specified)

This is the PlayStation Yearly Revenue & Operating Profit
I added Revenue in USD to give you an idea of what Revenue in JPY mean (therefore if Revenue USD don't follow the same growth than Revenue JPY, it's because of exchange rates)
  • 2019 is the 2nd biggest year ever for PlayStation with over $18.72B in Revenue and $2.35B in Op. Profit
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Here is below the PS4 Yearly Hardware & Software Sell-in by Calendar Year (same graph with Sell-through numbers is also available)
  • More than 257 million games have been sold-through in 2019 (including "download only software titles")
    • 704 000 games sold to consumers each day on average (= 8.15 games sold-through each second)
    • 2nd highest yearly software sales (sell-through) for any platform in video game history
  • Over 109 million digital games were sold-through on PS Store in 2019 (doesn't include "download only software titles")
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With over 240m software sold-in last year, PS4 2019 entered the Top 10 Highest Yearly Software Sales (Sell-in) at #4
Below are the Top 10 and Top 15 Highest Yearly Software Sales :

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PlayStation Network generated over $12.48B in 2019 thanks to :
  • PlayStation Store ($9.28B) through Games and Add-on content (MTX, DLC, etc...) purchases
  • PS Services ($3.20B) with PS+ and PS Now
2019 is the 2nd highest revenue ever generated by PlayStation Network (#2 for PS Store ; #1 for Services) and during that year :
  • 103 million players each spent ~ $90.14 on average on the PlayStation Store*
  • about 40m PS+/PS Now subscribers spent ~ $6.66/month on average ($79.92/year)**
*calculated by the following formula : "Yearly Total Spending on PS Store" / "MAU at the end of the year"
**calculated by the following formula : "Yearly Network Services Revenue" / "Amount of PS+ & PS Now subscribers at the end of the year"

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And to finish, the PS4 Hardware sell-through with a Breakdown by Region, one with raw numbers, the other one in %
As of end of 2019 :
  • US account for 30.4% of total PS4 units sold with ~ 32.2m
  • International accounts for 69.6% with ~ 73.8m
    • Japan : 8.3%
    • Rest of the World : 61.3%
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Gaming Division - Updated FY2019 Forecast (April 2019 - March 2020) :

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Gaming Revenue : ¥1950bn / $17.89B (down from ¥2000bn / $18.52B - Oct 2019 forecast)
Gaming Operating Profit : ¥235bn / $2.16B (down from ¥240bn / $2.22B - Oct 2019 forecast)
PS4 shipments : 13.5m (flat from 13.5m - Oct 2019 forecast)


Summary of PS4 numbers

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​
Previous threads :
Q2 FY2019, Q1 FY2019
FY2018, Q3 FY2018, Q2 FY2018, Q1 FY2018
 
Last edited:
Ananke

Ananke

Alt Account
Banned
Jan 19, 2020
72
I wonder if they'll speak about specific titles like Days Gone, Death Stranding, Medievil, and Concrete Genie. People are curious about those regardless of the outcome. I'm hoping that they'll update the sales of legacy titles as well, I'm interested in seeing where HZD stands now.
 
ciddative

ciddative

Member
Apr 5, 2018
4,373
That's cool, 2019 was pretty weak for a AAA fan like myself, good to see PS4 going out with a bang as PS5 looms
 
IIFloodyII

IIFloodyII

Member
Oct 26, 2017
20,246
Software down only 6m despite no God of War, Spidey or RDR2 tier game combo seems insane. Or am I reading that wrong?
 
Shopolic

Shopolic

Avenger
Oct 27, 2017
5,155
That "2nd best year ever for PlayStation" is looking much more interesting when you consider that PlayStation had lots of amazing years in these +25 years!
 
Cess007

Cess007

Member
Oct 27, 2017
12,560
Mexicali, Mexico
How the hell did they managed to get the 2nd best year in the year the PS4 gen is practically dying?

That PS+ money must be insane

Edit. Also, holy shit, still tracking ahead of the PS2.
 
Vito

Vito

One Winged Slayer - Formerly Undead Fantasy
Member
Oct 25, 2017
13,616
Physical is at 51%.

Let's see how long we can hold on.

T_T
 
Gamer17

Gamer17

Banned
Oct 30, 2017
9,399
2nd best year ever for PS is kinda shocking since we are at the end of gen . Congrats
 

Deleted member 4552

User requested account closure
Banned
Oct 25, 2017
2,570
Sony should really price cut the PS4.

Espcially in poorer regions. Seems like the perfect time to keep hardware sales up and expand audience, as the regions develop over the next decade..

The locations where PS5 will be more of a slow burn.

PS4 sales must be really slowing this year in anticipation of next gen. Will be interesting to see
A. A price drop on PS4 at the PlayStation meetin
Edit : or stay as is and deliver a well priced PS5
B. The effect or not it has on sales.
 
Strings

Strings

Member
Oct 27, 2017
26,704
Spaced Harrier said:
Sony should really price cut the PS4.

Espcially in poorer regions. Seems like the perfect time to keep hardware sales up and expand audience, as the regions develop over the next decade..

The locations where PS5 will be more of a slow burn.

Edit : or stay as is and deliver a well priced PS5
Click to expand...
Click to shrink...
I'm surprised they haven't done it, but then again, the numbers are still stupidly good despite approaching saturation.
 

Deleted member 4552

User requested account closure
Banned
Oct 25, 2017
2,570
Strings said:
I'm surprised they haven't done it, but then again, the numbers are still stupidly good despite approaching saturation.
Click to expand...
Click to shrink...

It's definitely way overpriced in Japan imo. When I lived there I really felt it.

Obviously margins are great but there's a lot to be said for having a budget option on the market also.
 
Solace

Solace

Dog's Best Friend
Member
Oct 29, 2017
1,909
That physical/digital ratio :|
The end is near ;_;

It would be insane if they donn't release a cheaper diskdrive less version of PS5. The market is clearly ready.

Also where is the disk less PS4? They can get to 199 price tag with that cut probably.
 
MrKlaw

MrKlaw

Member
Oct 25, 2017
26,994
Spaced Harrier said:
Sony should really price cut the PS4.

Espcially in poorer regions. Seems like the perfect time to keep hardware sales up and expand audience, as the regions develop over the next decade..

The locations where PS5 will be more of a slow burn.

PS4 sales must be really slowing this year in anticipation of next gen. Will be interesting to see
A. A price drop on PS4 at the PlayStation meetin
Edit : or stay as is and deliver a well priced PS5
B. The effect or not it has on sales.
Click to expand...
Click to shrink...

isn’t it still an expensive box to make? They could do a chip shrink to 7nm but that may cost more than they think they’ll get back in sales. But I do think they need to do something if they want the traditional 10 year lifecycle for PS4
 
Curler

Curler

Member
Oct 26, 2017
15,094
I'm surprised they lumped digital sales as games + add ons. Wish they separated it better in the pie charts.
 
OP
OP
ArmGunar

ArmGunar

PlayStatistician
Member
Oct 30, 2017
6,527
Thread finished for PlayStation

Now I will do Sony Corp results
 
criteriondog

criteriondog

I like the chili style
Member
Oct 26, 2017
8,889
Great job ArmGunar! Looks great. I cant even imagine getting all this info, interpreting it and making it look all nice. Really looks solid.
 
WhovianGamer

WhovianGamer

Banned
Oct 28, 2017
2,033
I'd assume the Insomniac acquisition is factored in somewhere too. That'd be a decent amount used from PlayStation's reserves/profit.
 
Bishop89

Bishop89

What Are Ya' Selling?
Member
Oct 25, 2017
27,299
Melbourne, Australia
Crazy sales.
Good job playstation!

I expect this year to be lower. I assume sales will slump due to next Gen consoles.

How were the ps3 sales in 2013 compared to previous years?
 

Lagspike_exe

Member
Dec 15, 2017
1,962
Spaced Harrier said:
Sony should really price cut the PS4.

Espcially in poorer regions. Seems like the perfect time to keep hardware sales up and expand audience, as the regions develop over the next decade..

The locations where PS5 will be more of a slow burn.

PS4 sales must be really slowing this year in anticipation of next gen. Will be interesting to see
A. A price drop on PS4 at the PlayStation meetin
Edit : or stay as is and deliver a well priced PS5
B. The effect or not it has on sales.
Click to expand...
Click to shrink...

It'll happen as soon as 7nm wafers get a bit cheaper. PS4 most likely has massive price elasticity. They can drive god knows how many sales with $199 PS4.
 
vivftp

vivftp

Member
Oct 29, 2017
15,291
Great results. The 20% decline isn't nearly so bad when you consider the absolute beast that was their 2018 figures. Considering the relative differences in game output between those years I would say that only a 20% decrease is quite stellar.

The PS4 is going out with a massive bang with its lineup of exclusives so I expect it to continue to perform strong. And yup, I think when all is said and done it will be gunning for the PS2s crown.
 
OléGunner

OléGunner

Member
Oct 25, 2017
3,153
Airborne Aquarium
What a fantastic OP ArmGunar, very well done!
Those are crazy numbers for PSN.

I think Sony can get closer to 2018 revenue numbers just because of the sheer force of the end of gen software from 1st and 3rd party being stronger than 2019.
 
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