Highlights:
- production and supply challenges have been resolved
- console sell through is the highest it’s ever been
- strongest gaming brand (compared to Microsoft and Nintendo)
- PS5 users have higher engagement across the board compared to PS4 users
- PS5 users have much higher spend per console (LTV) compared to PS4 users
- PS5 to be ahead of PS4 on all key metrics by end of FY23
- strong growth in subscriptions and accessories
- strong launch numbers for PSVR2
Source: https://www.sony.com/en/SonyInfo/IR/library/presen/business_segment_meeting/pdf/2023/GNS.pdf
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