Sony's Shuhei Yoshida argues that Oculus & Morpheus aren't only competitors; in fact, devs of the former are basically prototyping for the latter.
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Sony announced its financial results for the third quarter of fiscal year 2025, alongside the traditional update on PS5 shipments.
Replies(5)
Sony and Nintendo are both thriving and I'm happy, thank goodness for them or otherwise the whole gaming industry would be in shambles if they only had PC to rely on!
• Total G&NS revenue: 10.5 billion USD
• Operating profit: 900 million USD
• Hardware sales: 8M units shipped
• Software sales: 97M units
• PSN MAU: 132M
vs. Xbox:
• Total gaming revenue: 5.96 billion USD
• nothing else gets reported
Xbox operating costs are without a doubt eye wateringly high, way way way higher than Sony. GP is costing them an absolute fortune to operate.
That is a very solid operating profit. It's not net, obviously, but still a very healthy amount of cash you make after cost of debt and taxes (+ other expenses), and can invest into R&D and future endeavours. And give back to your shareholders or buy back shares.
It would be in Sony's beat interest to not rush next generation. Let 2029 or 2030 be the start of next generation. There is clearly plenty of demand for the PS5 and gamers are not asking for more at this time.
Yup especially with the price of tech going up. They already have the PRO to hold them over.
Exactly this. Let Xbox wither on the vine for a couple more years and there will be nothing left.
I fully agree for 2 reasons:
1. Microsoft seems to be in a hurry to release the new Xbox, if they do at all... AMD speculates a 2027 release. This will hurt them in the long run, because:
2. Datacenters are buying up ALL the RAM, and some RAM manufacturers have stopped making RAM for consumer products entirely, while the other remaining ones are scared to ramp up their production capacity to make more RAM because they're worried this whole AI thing is a bubble that is about to pop, and they don't want to be caught holding the bag when it does pop. So, for now, it costs $300-400 for 32GB of DDR5. That's the MSRP for some entire consoles.
If Microsoft drops the new Xbox now, it's going to cost them a fortune. If Sony holds their cards a moment and lets PS5 cook for a while, as it's showing no signs whatsoever of slowing down in sales, then by the time PS6 is ready to drop, RAM prices should have stabilized, allowing Sony to devote much more of their budget towards making PS6's CPU and GPU more powerful, in addition to the tech itself maturing and the available CPU and GPU parts being much more powerful for the same price point than they would be if released today. So, we'd get a super powerful PS6 in say, 2029, that won't have to cost $700-800. They speculate, based on the current specs, that the new Xbox will cost north of $1,000, and that was before the RAM shortage came into the picture. It's definitely going to be even higher now that RAM costs so much.
MS will be shooting themselves in the foot (again) if they try to drop a new Xbox now, and Sony would be wise to capitalize on that mistake by holding their cards a while longer, raking in more of those PS5 profits, and then dropping a new console as soon as the hardware market stabilizes from this AI datacenter BS.
7 years is a hurry...? Its the same amount of time between XBO and series. The same amount of time between PS3 to PS4 and PS4 to PS5. The 360 was 8 years between it and XBO.
If they do release first, and then Sony a year or two later... is it not possible for prices to come down in that time?
I think Switch 2 beat PS5 during December 2025 that is why the gap decrease to 1m units. Because during black friday, I know PS5 sales is 2:1 against the Switch 2.
And I just want to add that the PlayStation 5 is currently 1.94 million units BEHIND the PlayStation 4 when you align launches. While Switch 2 is 10M ahead against the Switch 1 when you aligned covering it's first 7 months.
No one wants the Switch 2 to do badly.
PS5 being less than 2m behind PS4 is not a big deal; PS5 had to deal with COVID and ongoing supply and pricing struggles that clearly still exist today. Sales of software are incredibly strong, and the size of the community is bigger than its ever been.
PS5 is well on pace to exceed its early (2021) estimates of 110m by end of life even if that's 2027. PS5 will hit 100m before November and then sell another 6-8M in November + December.
PS5 is doing great, and so is Switch 2, it's good for everyone that they succeed, pitting the two against each other is more damaging than anything related to the sales of the two consoles individually.
@repsahj
Yup because they’ve been the anti consumer they are for so long and needs to be humbled 😆
I'd be lying if I said I didn't regret my purchase a bit. I mainly bought it for Mario Kart World, but I find it pales in comparison to 8. I'm annoyed that Nintendo charged money for a super barebones 'upgrade' to Jamboree, no new minigames? No new boards? Just some gimmicky low res camera mode. Oh and Midtroid Prime 4 let me down as well, yet to go back and finish it.
I don't want the Switch 2 to fail, it's contributing to a healthier console market with the death of xbox consoles. I'll get use out of mine long term, but some of Nintendo's decisions like the ones above just annoy me lol.
@respahj the only thing I want Nintendo to badly is the 80$ games so they lower the price.
I'm still not fully sold on VR (and yes, I have tried the new Oculus devkit). It won't be easy to top 4K clarity if VR still produces dizziness and graphics artifacts.
Obviously since Oculus allows developers and people interested in the rift to try it out and work with it unlike the morpheus which is all locked up and top secret.
Shu is a smart man. His logic is sound and it doesn't come off as a slight to Oculus. If Morpheus was announced as pc compatible...then they would have a serious issue.
So basically Sony is bragging about how much they're going to benefit from all the hard work put in by Oculus.
No, they are competing for the same space. That "space" doesn't exist yet. Not only that, they are on different platforms. And given how expensive VR will be over the next few years the markets in the beginning will much more defined.
That's what they both want at the start. Sony builds a foundation for a market on consoles and OVR builds one on the PC. Once an overall market becomes a reality, then they can start pushing for the same "spaces", whatever they may be.
Sony has they right ideas here. They are being very serious about VR. They know that trying to be the "winner" will only be bad for VR. Its going to take slowly building a market where one doesn't exist.
VR is going to be a tough sell, and while I have no interest in the Morpheus, I am thankful it exists. Without it VR has no chance. Same is true for the Rift. With both, VR has a fighting chance.