Sony has sold 95.3 million PlayStation 5 consoles, bringing the system close to the 100 million milestone. However, the PS5 is not achieving this figure at the same pace as the PlayStation 4 did during its comparable period. In the fiscal quarter ending June 30, 2026, Sony sold 1.6 million PS5 units, a marginal increase from the 1.5 million sold in the prior quarter. This represents a significant year-on-year decline of 36% compared to the same period in 2025. By this point in its lifecycle, the PS4 had already surpassed 100 million units sold, aided by consistent discounts and a lower manufacturer's suggested retail price over time.

The PS5 has not benefited from similar cost reductions. Persistent shortages of essential components, including RAM, have led to an increase in console prices, a rarity for PlayStation hardware. This situation has contributed to a nearly 10% decrease in revenue from hardware sales. Despite these challenges, software unit sales saw a slight increase, rising from 65.9 million to 66.1 million year-on-year. Digital game sales also grew, accounting for 82% of all software sales, up from 78% in the previous period.

Sony reported an increase of 2 million monthly active users, bringing the total to 125 million users across its services. While sales across the game and network divisions remain stable, overall profits saw a 37% increase. This growth is largely attributed to US tariff refunds and favorable exchange rates, a trend also observed by Nintendo, though the latter has opted not to pass on any savings to its customers.

Looking ahead, Sony has stated it has "secured the quantity of memory necessary" for the expected PS5 production run for the remainder of the calendar year. The upcoming months are critical for the console's sales trajectory, with the highly anticipated release of Grand Theft Auto VI expected to provide a significant boost during the holiday season.