Overview
- Sony, in a Friday earnings call, said it has not set a launch window or price for PlayStation 6 because component costs are unclear.
- The company expects memory prices to stay very high into fiscal 2027, which would raise the console’s parts bill and factory costs.
- Sony said it has locked in needed material volumes for 2026 with some pricing agreed, and it is modeling options to cut costs and even change its business model.
- PlayStation 5 shipments reached 1.5 million in the March quarter, lifting lifetime sales to 93.7 million and putting it slightly behind PlayStation 4 at the same stage.
- Sony guided that income will be flat as it invests in the next platform and it booked a $765 million impairment tied to Bungie assets.