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Sony revealed its financial results for the third quarter of fiscal year 2025 on February 5, 2026, and while the PlayStation 5 has now crossed 92.2 million units sold lifetime, the company is dealing with a growing concern: the costs of memory used in the PS5 is going up.
During the earnings call, Sony CFO Lin Tao spoke directly about the memory situation. The good news is that Sony has already secured the minimum amount of memory it needs for the holiday sales season in the next fiscal year. But Tao made clear that the work isn’t done. “Going forward, we intend to further negotiate with various suppliers to secure enough supply to meet the demand of our customers,” he said.
To soften the financial hit from higher memory prices, Tao said Sony plans to “minimize the impact” by leaning into what it already has — a massive player base. The strategy centers on “monetizing the installed base” and growing revenue from software and network services rather than relying solely on hardware sales.
Early signs suggest this approach is gaining some traction. Combined PS5 and PS4 software sales reached 97.2 million units during the quarter, up from 95.9 million in the same period last year. Digital downloads made up 76% of all software sales, a 2% increase year-over-year. Meanwhile, monthly active users on the PlayStation Network climbed to 132 million, up from 129 million in the same quarter the previous year.
A big driver behind these numbers was first-party game sales, which jumped by 1.6 million units to reach 13.2 million total. Much of that growth came from the launch of Ghost of Yōtei, which sold 3.3 million copies. Tao called it a “significant contribution” to the quarter’s results.
Sony has also been making moves to pull more players into its digital ecosystem. In late 2025, the company launched a Japan-exclusive PS5 Digital Edition priced at 55,000 yen (roughly $350 USD) — lower than the standard Digital Edition. The move came after notable price hikes in 2024 and appeared aimed at making the console more accessible to new buyers. This push toward digital was further supported by retailer GEO’s PS5 rental service in Japan, which gave customers a more affordable way to access the console as physical media sales continued to decline.
