Sony reported revenue of $17.8 billion for its Game & Network services division in FY2017.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
Growth from PS4 and the Network (PSN) side has allowed Sony to break the traditional cyclical revenue pattern you usually see during the console cycle.
Orange is forecast for FY2018. pic.twitter.com/GTldCB62po
Here is a look at operating profit / loss— Daniel Ahmad (@ZhugeEX) 2018年4月27日
The above still applies here where strong performance from PS4 software and Sony's Network services (PSN) is contributing to increased profit and breaking the traditional cyclical pattern.
Bonus points if you can guess when PS3 launched pic.twitter.com/CKXahH3Vby
The PlayStation 4 has now achieved cumulative sell in of 79 million, almost as much as what the PS3 and 360 achieved.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
Here is a look at a breakdown of unit sell in by quarter. Note that Q3 is the holiday quarter between October and December, hence the higher numbers. pic.twitter.com/aiyJhokzC2
Here is a look at annual sell in for PlayStation 4.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
The console sold in 19 million units last year, down 1 million from 20 million.
In FY2018 (orange), Sony is forecasting sell in of 16 million units. This suggests we may not see a substantial price drop to say $199 or below. pic.twitter.com/8cshldRCJF
The main driver of growth in Sony's Game & Network services division has been the network (PSN) side.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
Digital full game downloads, Add on Content and Services such as PS+ and PS Now have been extremely successful this gen.
Here is a look at quarterly network revenue since '08 pic.twitter.com/jfgAbGF6hy
Same chart as above but on an annual basis.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
In total, network services accounts for around 53% of Sony's Game & Network Services revenue and has much higher margin that other segments.
The revenue that Sony generates from network services (PSN) is equal to Nintendo's total rev pic.twitter.com/V0HyiyPj4l
PlayStation Plus now has 34.2 million subscribers. Indicating that approximately 45% of the PlayStation 4 installed base has a Plus account.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
The number has increased significantly since the start of the generation. pic.twitter.com/KsRsuCdpfU
Here is a breakdown of Sony's Network Services revenue by Game Software and Services.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
Services like PS Plus account are huge and account for a good chunk of Sony's revenue, but digital game software and add on content is even bigger. pic.twitter.com/J81eoipMEZ
A total of 246.9 million units of PlayStation 4 software was sold in during the last fiscal year, up from 217.9 million in the prior year.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
Digital sales accounted for 32% in FY17, 27% in FY16 and 19% in FY15.
FY17 is on par with PS2's peak year in FY04 which was approx 252m. pic.twitter.com/4XZxCi0m6V
Here is a look at cumulative global console shipments for the first 60 months of each top selling consoles lifecycle. Launches have been aligned.— Daniel Ahmad (@ZhugeEX) 2018年4月27日
The PS4 has now sold in 79 million units and is tracking ahead of the PS2 when launch aligned. It's tracking just behind the Wii too pic.twitter.com/OZUfrN10xm