PS5
1H FY 8.2 m
LTD 46.6 m
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5M in 10 days puts Spider-Man 2 ahead of God of War Ragnarok, right?
Damn, that's impressive!
The momentum is huge, and growing.So it doubled it's sales in 10 days?
That's solid momentum.
·(ー) Impact of changes in the launch dates of a portion of first-party titles
Sony has confirmed that titles scheduled for FY23 have been pushed out. Think we're almost certainly looking at TLOU Online and maybe Twisted Metal.
The first half already puts them 2.5M ahead vs FY22 1H, They are well on track.Stunned and confused that it outsold Mario, must be all that tie in.
Impressive result.
That being said, will need extremely high results in Q3 and Q4 in order to get that 25 million. Just not looking likely at this point.
Just don't fail no nut novemberThe momentum is huge, and growing.
There not going to be able to match there Q4 FY22 this year though.The first half already puts them 2.5M ahead vs FY22 1H, They are well on track.
The first half already puts them 2.5M ahead vs FY22 1H, They are well on track.
Realistic there going to have to ship 12 million units this quarter and 4.8 in Q4. I don't think the Switch moved that many Switches in Q3 at its peak.16.8m to go.
IT WILL be achieved.
Nicheman 2 will go past 10m units before the end of the year.
Where are you getting this from?Looks like they are still taking a loss on hardware. I'm sure those discounts in Europe didn't help.
they don't have to. All they have to do is have a really good Q3. If they can hit 11-12M units, which should be doable with both Spiderman + COD bundles + PS5 refresh, then all they need in Q4 is around 4M.There not going to be able to match there Q4 FY22 this year though.
The first half already puts them 2.5M ahead vs FY22 1H, They are well on track.
Where are you getting this from?
New model + bundles and price reductions.Realistic there going to have to ship 12 million units this quarter and 4.8 in Q4. I don't think the Switch moved that many Switches in Q3 at its peak.
New model + bundles and price reductions.
A lot of people forget that Europe-ROTW-Japan had poor stock of PS5 for most of the holidays last year. This holiday will be different.
I, of course, don't know about your estimation method, so I'm not questioning it.Hardware sales are up 1.6 million year over year and after Q2 total 8.2 million versus 5.7 million last fiscal year.
Versus PS4
For the 2nd quarter of the 3rd full FY (yellow) the 4.9 million the PS5 shipped is 1.00 million up on PS4's 3.9 million. After 12 quarters PS5 totals 46.6 million compared to 47.6 million for PS4. This means launch aligned the PS5 is 1 million down on PS4.
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PS5 versus current competitors
After 12 quarters PS5 totals 46.6 million compared to 25.3 million (est) for XBS and 52.48 million for NSW. This means launch aligned the PS5 is 21.30 million (est) up on XBS and 5.88 million down on NSW. It should be noted that PS5's Q3 is one quarter after NSW's so the PS5 should catch up in it's next quarter.
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Note: XBS hardware shipments are my personal estimates based on the limited information available.
They did 19M last year.
They just need 6M more to reach their goal of 25M, and they already have 2.5M of that 6M leading into the highest quarter
So yeah, 25M seems like a lock
Q422 had Hogwarts Legacy, as well as Dead Space, and some exposure to RE4 Remake.
There is almost no chance that they're able to replicate that with only FF7R2.
They'll have to have massive sales in order to reach 25 million.
New model + bundles and price reductions.
A lot of people forget that Europe-ROTW-Japan had poor stock of PS5 for most of the holidays last year. This holiday will be different.
Don’t need to match Q4
They will sell 12M in Q3
I would bet my account against yours that they don't hit 12 million for the quarter...
You can do whatever you want. But it’s not that far fetched given the bundles with their most popular IP
Anywho, they only had a final Fantasy last quarter and did 4.9M
Having “only” FF7R in their second biggest quarter is probably good enough for 6M
Q4-22 was higher due to spillover from Q3 shortages globally and massive hit games that are bigger than FF7R2.
There may also be a Monster Hunter game that would also push PS5s.Q4-22 was higher due to spillover from Q3 shortages globally and massive hit games that are bigger than FF7R2.
Spider-Man 2 is a much more massive hit game and will bleed over into next quarter
The original did 30M
I think it all hinges on how well they do this Q3.Q422 had Hogwarts Legacy, as well as Dead Space, and some exposure to RE4 Remake.
There is almost no chance that they're able to replicate that with only FF7R2.
They'll have to have massive sales in order to reach 25 million.
There may also be a Monster Hunter game that would also push PS5s.
And if Sony ever feels the momentum declining, they could always show one of their big upcoming games and renew the selling spree, e.g., God of War's spin-off game, Santa Monica's next game, Ghost of Tsushima 2 teaser, Horizon 1 remake, etc.
That's 30 million including PC and the remaster... Spider-Man will have legs, but it'll be spread across CY2024 not all in Q423
We don’t know the strategy yet. They might do more price cuts or announce new games (first and third party).Which assisted in a higher Q4... You have to include all the context.
I think it all hinges on how well they do this Q3.
Spiderman and COD bundles could go a really long way. If they hit 12M, then they only need 4M from Q4, anything above 12M is a bonus.
They aren't getting 12 million... that's a complete pipe dream. If the momentum for Spider-Man was that strong, we would have seen higher unit sales in October and November than we've seen.
I would bet my account against yours that they don't hit 12 million for the quarter...
The PS4s best year was 20 million, and PS5 is currently only tracking about 1 million ahead of that.They did 19M last year.
They just need 6M more to reach their goal of 25M, and they already have 2.5M of that 6M leading into the highest quarter
So yeah, 25M seems like a lock