Sony has launched its full-year monetary outcomes, reporting secure gross sales and a modest improve in operating income for its Video games & Community Providers phase (G&NS).
Nonetheless, efficiency in this phase was affected by a 41.6% decline in Q4 operating income and decrease PlayStation 5 unit gross sales for the yr.
Sony additionally recorded a ¥120.1 billion ($765 million) impairment associated to Bungie after its title portfolio – which incorporates Future 2 and Marathon – didn’t meet expectations.
This is what you have to know:
The numbers
Full-year (12 months ended March 31, 2026)
- Internet gross sales: ¥12.5 trillion ($79.7 billion, up 3.7% year-over-year)
- Operating income: ¥1.4 trillion ($8.9 billion, up 13.4% year-over-year)
- Recreation & Community Providers internet gross sales: ¥4.7 trillion ($29.9 billion, up 0.3% year-over-year)
- Recreation & Community Providers operating income: ¥463.3 billion ($2.9 billion, up 12%)
Q4 (three months ended March 31, 2026)
- Internet gross sales: ¥3.03 trillion ($19.3 billion, up 8.3% year-over-year)
- Operating income: ¥163.5 billion ($1.04 billion, up 24% year-over-year)
- Recreation & Community Providers internet gross sales: ¥1.02 trillion ($6.5 billion, down 2.8% year-over-year)
- Recreation & Community Providers operating income: ¥54.1 billion ($345.1 million, down 41.6% year-over-year)
The highlights
Income for Sony’s G&NS phase remained flat for the yr, supported by a 13.9% improve in community companies gross sales to ¥763.1 billion ($4.8 billion). Month-to-month lively customers elevated in the fourth quarter to 125 million.
Non-first-party software program gross sales elevated to 317.9 million models, up from 303.3 million final yr. First-party recreation gross sales additionally rose from 28.9 million to 32.1 million.
Whole software program gross sales reached ¥2.6 trillion ($16.5 billion), with digital software program and add-ons rising 5.5% to ¥2.4 trillion ($15.3 billion).
G&NS operating income reached a file excessive, pushed by larger gross sales and favorable international change charges regardless of the impairment loss from Bungie.
Sony beforehand reported a ¥31.5 billion ($204.2 million) impairment cost after Future 2’s underperformance in Q2 and has now recorded a further ¥88.6 billion ($565 million) impairment in Q4.
Bungie’s extraction shooter Marathon launched throughout the fourth quarter, with Sony noting that “participant reception is powerful” and “engagement metrics such as retention additionally stay at a excessive degree.”
“Going ahead, we goal to enhance the efficiency of the sport by working to retain extremely engaged core customers via the introduction of extra content material, additional enhancements in the gameplay expertise and growth of the person base,” it mentioned.
{Hardware} income and unit gross sales declined, with annual income down 12.1% to ¥1.4 trillion and Q4 income down 28.4% to ¥209.1 billion ($1.3 billion).
PlayStation 5 unit gross sales declined to 16 million from 18.5 million final yr. Within the fourth quarter, 1.5 million models have been bought, in comparison with 2.8 million in the identical interval final yr.
Cumulative PS5 gross sales have surpassed 93 million. Sony attributes secure earnings from software program and community companies to the increasing set up base.
Sony addressed the potential for additional worth will increase, having just lately introduced world worth rises for the US, UK, Europe, and Japan in March, and for South Korea and Southeast Asia in April.
“We plan to base our PS5 {hardware} gross sales in FY26 on the quantity of reminiscence we are able to procure at affordable costs, and we count on {hardware} profitability to be basically the identical as FY25. If circumstances change going ahead, we plan to handle the affect on profitability by flexibly adjusting, amongst different issues, unit gross sales and promotional plans.”
Trying forward, Sony forecasts a 6% lower in G&NS phase income to ¥4.4 trillion ($28 billion) and a 30% improve in operating income to ¥600 billion ($3.8 billion).