Overview
- Sony reported Friday that it expects Game & Network Services sales to fall about 6% in FY2026, with operating profit up roughly 30% because last year's Bungie impairment will not repeat.
- PlayStation 5 shipments reached 93.7 million to date, including 1.5 million units in the March quarter, down from 2.8 million a year earlier.
- Sony said soaring memory prices driven by AI data centers are constraining console supply, so FY26 PS5 targets will match the memory it can procure at reasonable costs.
- CEO Hiroki Totoki said Sony has not decided the PlayStation 6 launch timing or price due to unclear component costs.
- Sony approved up to ¥500 billion in share buybacks and raised its dividend, signaling a tilt toward shareholder returns as hardware growth slows.