1. PS5 is underselling 1 million compared to PS4 the same timeframe ago as per VGChartz.

2. If you look at your own data 50% of MAU is on PS4 when we are already past the halfway point on PS5. That is not a good sign that many are making it to PS5 but instead to Switch and PC. Switch has already outpaced PS4 at a record and will eclipse PS2. This is not good for long term profitability.

3. The LTD is mostly micro transactions from COD and Fortnite. Which is bad news because Microsoft now owns COD and will be using that COD ownership to get rid of must of the playerbase to GP with exclusive content like the Vault Pack from Fallout to get them into their ecosystem and away from Sony’s ecosystem.

4. Sony does not have much games out and the 3rd party relationship with Japanese developers are strained because of censorship policies and a focus on 3D premium games above Indie, to where many went to Nintendo or are going to Steam. Getting rid of Japan Studios which was the gravest sin on Sony because this comes at a point with low operating revenue and inconsistent ROI which Sony needs right now.

5. Totoki had mentioned that the sales moderated from 25 to 21 million due to COVID and has mentioned behind the scenes that PS5 is a failure due to the lack of ROI. For example Microsoft makes more money than Sony because they have different games of different budgets that even if one does poor it can make it’s money back and still be profitable, while Sony spends a wild amount of money and barely makes enough profit to be worth that return. Also Nintendo is way more conservative and spends less but has more products out there almost yearly and makes more than Microsoft and Sony itself almost combined.

You can talk about profits or MAU but the most important is the ROI and the value Sony has with its 3rd party Japanese relationships as a whole. If Sony was very profitable they would not be relying on porting games to PC and trying to hook everyone on the PSN requirement for the MAU which they later at had to back off on because of the fans being loud on PC. Sony is weak right now and the cracks are beginning to form under the foundation of lies in the part 7 years. Unless they become a Japanese company and relocate the HQ outside of California to Japan. Playstation will be shut down as a division and will go the way of SEGA or just offering services instead. It’s not something many would like to hear but it’s what needs to be said.