Sony and Nintendo Use Different Accounting Standards — 5ch Reacts: ‘You Can’t Compare Numbers That Aren’t Comparable’

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The story

A thread on the gaming hardware/industry board (nicknamed “Geha”) pointed out differences in how Sony and Nintendo handle accounting in their earnings reports. The starting point was the observation that Nintendo excludes download-only titles from its sales tallies, while Sony effectively treats the PlayStation Store as a “retailer,” letting it book digital sales revenue as its own. Posters argued back and forth over whether this discrepancy makes Sony’s operating margin look better than it really is, with others countering that Nintendo’s operating profit in absolute terms still exceeds Sony’s regardless. The discussion also expanded into the apparent contradiction of studio closures and layoffs continuing even as earnings are reported as strong.

What people said

10AnonymousSep 16, 2026 14:20
Re: #1
But the operating profit figure itself doesn't change, so Nintendo is still coming out behind either way.
Also, this would mean Nintendo's operating margin ends up looking even lower.
70AnonymousSep 16, 2026 14:45
Re: #10
That's exactly the point — don't compare numbers that can't be compared.
107AnonymousSep 16, 2026 14:59
Re: #10
>But the operating profit figure itself doesn't change, so Nintendo is still coming out behind either way.

Sure, fine, but you'll at least admit that since the Switch launched, Sony has only beaten Nintendo on operating profit for the last year and a half — and was behind for most of that time?
18AnonymousSep 16, 2026 14:24
This is one reason Sony wants to push digital downloads —
if everything goes digital-only, the earnings numbers just keep looking better and better.

Of course, that only makes the numbers look better;
they'll still do layoffs and cut Kojima loose regardless.
24AnonymousSep 16, 2026 14:28
Sony's earnings are supposedly booming, so why are they cutting so hard they even pulled the plug on funding Kojima's studio? 😅
31AnonymousSep 16, 2026 14:30
Re: #24
They're doing great BECAUSE they're throwing everything away, buddy.
And here's some good news!
There's still plenty more left to throw away, buddy.
40AnonymousSep 16, 2026 14:34
Re: #24
Gotta cut the least essential stuff first while things are still going well.
52AnonymousSep 16, 2026 14:39
Re: #24
SCE kept saying business was "great" right up until the PS3 era dragged them into negative net worth, lol.
28AnonymousSep 16, 2026 14:29
'Expert' Kawamura is at the level of falling for this.
90AnonymousSep 16, 2026 14:55
Re: #28
Unlike us anonymous nobodies rambling on 5ch and Twitter, this guy's a paid "expert" (lol) who writes articles under his real name.
Can he really just get away with a "whoops, my bad, sorry"? Well, he hasn't even admitted he was wrong in the first place anyway.
30AnonymousSep 16, 2026 14:29
But if Nintendo — with its low digital ratio — counted things the same way as Sony, wouldn't they still come out behind? 🤔
38AnonymousSep 16, 2026 14:34
Re: #30
Suspicious Japanese!
That is some seriously suspicious Japanese! (a meme jab implying the poster's phrasing looks like a non-native speaker's or a bot's)
62AnonymousSep 16, 2026 14:44
Nobody can even properly explain what "digital ratio" actually means anyway.
Ask the guy claiming "PS has an 80% digital ratio!" whether that means Wilds sold 4 million copies in Japan, and he snaps back that no, that's not what it means.
68AnonymousSep 16, 2026 14:45
Re: #62
Can't help but laugh — classic case of getting mad when he's the one who's wrong.
66AnonymousSep 16, 2026 14:45
Not sure how I feel about them booking the full amount of third-party sales as their own too.
76AnonymousSep 16, 2026 14:47
Re: #66
Apparently it's because they treat the PlayStation Store as if it were a retailer.

In other words, since SIE sets the price, they count the whole sale amount as revenue.
72AnonymousSep 16, 2026 14:46
Well, I guess Nintendo's just being way too honest for its own good.
79AnonymousSep 16, 2026 14:50
Re: #72
My take is that it's less "Nintendo's too honest" and more "Sony's just way too shady."
80AnonymousSep 16, 2026 14:51
Re: #72
Accounting is supposed to be reported honestly as a rule, you know.
75AnonymousSep 16, 2026 14:46
Let's say Sony really is as wildly successful as the Sony fanboys ("障ちゃん," a mocking 5ch nickname for overzealous Sony fans) claim.
Even so, how do you explain the studio closures, cutting director Kojima loose, and then having the resulting flagship title turn out with quality like Wolverine's?
Come on, fanboys, care to answer?
82AnonymousSep 16, 2026 14:52
Re: #75
Because Konami — after cutting loose their own "King Bombee" (a cursed, bad-luck mascot character from a board game series, used here to mean Kojima was bad luck for them) — is doing amazingly well.
96AnonymousSep 16, 2026 14:56
Isn't it exactly because they claim things are going well while still closing studios that people are getting worried?
102AnonymousSep 16, 2026 14:57
Re: #96
The conclusion the Sony fanboys drew from Sony's own numbers was that Concord was the future of PlayStation… that's just too bleak for words.
109AnonymousSep 16, 2026 14:59
Why does Sony keep closing studios and doing layoffs even though business is supposedly good?
113AnonymousSep 16, 2026 15:00
Re: #109
Isn't it good BECAUSE they did that? Cutting the money pits makes you more profitable, right?
117AnonymousSep 16, 2026 15:01
Re: #113
They're literally buying up studios and then closing them though…
120AnonymousSep 16, 2026 15:02
Re: #117
Sony's basically a corporate "fixer" — they buy up anyone who might become a future rival and kill them off.
121AnonymousSep 16, 2026 15:02
Re: #117
They bought them thinking they'd be profitable,
then ditched them once they weren't.
That's not a contradiction at all.
154AnonymousSep 16, 2026 15:10
Download-only games with no physical release aren't counted in Nintendo's sales figures ← got it

So no matter how well Suika Game sells, it never shows up in the earnings numbers ← got it

They're releasing a physical version of Suika Game ← wait, so what happens now?!
158AnonymousSep 16, 2026 15:11
Re: #154
Well, the physical copies would count at least.
161AnonymousSep 16, 2026 15:12
Re: #154
Unclear.
It'll probably be either counting sales only from the physical release onward, or retroactively counting the whole period.

Background and Key Points of This Discussion

Nintendo’s and Sony’s financial disclosures count game software sales differently. Nintendo publishes combined package-plus-download sales figures only for titles that also had a physical release, while titles that stayed digital-only throughout — like “Suika Game,” mentioned in the thread — have never been reflected in the officially published cumulative sales totals. Sony, meanwhile, uses an accounting treatment that handles the PlayStation Store as an effective sales channel rather than its own product, meaning digital sales of third-party titles can also be booked as Sony’s own revenue. The thread’s central debate was over how this structural difference makes comparing operating margins difficult, and how the term “digital ratio” gets thrown around without ever being clearly defined. Opinions were also split on how to interpret the continued studio closures and layoffs alongside reportedly strong earnings, pointing to an industry reality that can’t be summed up by a simple good-or-bad performance narrative.

*This article is excerpted and summarized from the 5ch (Hardware/Industry [Geha]) thread “[Sad News] Differences Between Sony and Nintendo’s Accounting Standards Start to Come to Light lolololololol.”

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