Overview
- On an earnings call, CFO Lin Tao said Sony has secured the minimum memory required to cover the next fiscal year’s holiday selling season.
- She said the company will continue negotiating with multiple suppliers to obtain additional capacity and meet customer demand.
- Sony plans to limit hardware price pressure by prioritizing revenue growth in software and PlayStation network services.
- Tao noted new PS5 hardware sales will see some impact from cost increases, with late-cycle flexibility guiding pricing and margin decisions.
- PS5 lifetime sales exceeded 92.2 million as of December 31, 2025, and industry reports link the tight DRAM market to heavy AI demand.