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The story
In Sony’s earnings report, it was revealed that the gaming division (PlayStation business) is on pace for roughly 1 trillion yen in annual profit. On 5ch, threads buzzed with surprise at the observation that Sony’s 3-month profit (220.1 billion yen) actually exceeds Nintendo’s entire half-year profit (216.4 billion yen) — though doubts also surfaced over whether the “full game” unit count includes downloads of free-to-play titles. Some pointed to users switching over from Xbox, while others flagged differences in how revenue is reported (gross vs. net), leaving opinions split on how to read the numbers.
Source
PlayStation business alone is on pace for 1 trillion yen in annual profit
A staggering result that leaves Nintendo completely in the dust
Source: sony.com / Original article here
What people said
Looks like it can't even hit Marvel's 6 million quota
That stuff doesn't even matter at this point — PS as a whole is doing insanely well
Games, PS Plus, add-ons — everything's selling like crazy and raking in cash
"Supura Reidaasu" (title as written in the post — garbled/unclear, possibly a typo) — 2.42 million units
lol
This is the figure as of September, so it's just the initial launch numbers
Where's anything actually selling?
It's non-SIE titles that are selling
Well, first-party titles are missing quota and might get axed, but everyone keeps saying they don't need them anyway, so I guess that works out
So basically only gacha sells, huh
How are they planning to get people to buy a 240,000-yen PS5 with that? 🤔
Not biting on that bait, huh 🥺
What are you even looking at?
Add-ons being on fire is true, but full games also sold 88 million units in three months, and PS Plus isn't slowing down either — this thing isn't stopping
That "full game" count includes free-to-play downloads too, you know
Bundles and F2P are different things
Don't say things that don't make sense
What are you even on about in front of revenue on this multi-trillion-yen scale????
Are you an idiot, lol
Only paid titles are counted in there
If F2P downloads were included, it'd be an order of magnitude higher
No wonder the "barrier" crowd (5ch slang for anti-Sony/PS-hater posters) is losing it
Nintendo's is 216.4 billion yen over six months
That's less than half of SIE's
Nintendo: 216.4 billion yen over six months
Sony: 220.1 billion yen over three months
so why the hell is PS the only one doing this well, damn it
Xbox's losses are so bad that even its once-unlimited cloud gaming is getting capped at 15 hours a month starting in November
It's turned into a console where you can't even play the big titles — now it's 10 hours of cloud streaming for 600 yen
That's exactly the reason
Users migrating from Xbox to PS is precisely what's driving PS's strong numbers
That would also explain why Western third parties are still struggling (for third parties releasing on both PS and Xbox, this customer migration isn't exactly something to celebrate)
The PS division alone makes more than double Nintendo's profit
That's insane
Though that excludes the "BR" business, which is deep in the red (as written — possibly a typo for VR, referencing PSVR2's loss-making segment)
Have you even played it? ("airoplay"/armchair talk — commenting without ever having used it)
Nobody even uses cloud gaming anyway
Total armchair talk
You mean nobody uses it anymore *because* the losses are too bad, right?
your usual move
"But the earnings are great!" lololololol
Did you actually deliver results? Like, title sales?
Isn't that just from all the layoffs?
Or maybe it's padded earnings?
And the "barrier" crowd will just flip their stance the second new PS hardware drops…
Layoffs ≠ struggling
Microsoft itself has laid off people outside the gaming division too, but nobody thinks MS as a whole is struggling, right?
Nintendo's six-month revenue and profit
…comes in below Sony's three-month revenue and profit
Sony's revenue is shown gross
Nintendo's is shown net
The cost side looks sketchy too
It doesn't include the BR business, which is deep in the red
Those are costs the gaming business should really be bearing
Gaming PCs aren't selling either — bad enough that Intel's stock is in trouble
That's clearly the plan
No PS6 in sight
They're fully committed to teasing just enough to keep players hooked indefinitely
Sony does include free-to-play downloads in its "full game" count
June earnings materials: 66.1 million full games
SIE's own materials: 66.1 million full games
It literally says "full games include download-only titles"
So naturally, that includes free-to-play downloads too
That doesn't add up with the revenue figures though
A single PS game doesn't cost anywhere near 30,000 yen
If free downloads were actually being counted, the number wouldn't be anywhere near this low to begin with
Free-to-play titles that generate no revenue just from being downloaded aren't included
If they were, it wouldn't stop at 60 million — it'd be way more than that
Just a shallow, thrown-together list
Are you panicking because you can see a future where you never pull off "15-15"? (a baseball stat benchmark — seems unrelated here, possibly copy-pasted)
There they go again, picking fights with PC and Xbox too
That's exactly why people hate you — attacking in every direction with zero restraint 😤
Background and Key Points of This Discussion
Sony’s earnings materials state that its “full game” unit count includes download-only titles, and opinions in the thread were split over how free-to-play titles should factor into that number. There was also a point raised that Nintendo and Sony use different revenue reporting conventions (net vs. gross), so straightforward dollar-for-dollar comparisons call for caution. Amid reports that the Xbox camp has posted declining profits for 13 straight quarters and is tightening cloud gaming time limits, some see users migrating over to the PS camp as a factor boosting Sony’s profits — making this earnings report feel like a reflection of a shifting balance of power in the home console market. Since companies in the games industry each present and tally their numbers differently from one earnings period to the next, it’s worth keeping in mind that judging winners and losers on simple monetary comparisons alone can diverge from the actual picture.
*This article is compiled as an excerpt/summary of the 5ch (Hardware/Industry, aka “Geha”) thread “[Earnings Flash] Sony Posts Record Profit, Driven by Gaming Division.”
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