Sony CEO says PS5 focus shifts from unit sales to monetizing more than 125 million monthly active PS Plus users as console enters later life stage
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Sony's CEO signaled a strategic pivot for PS5's later lifecycle: prioritize recurring revenue by monetizing the 125M monthly active PS Plus user base rather than maximizing hardware unit sales. The comments frame near-term performance more around subscription/engagement metrics and pricing power than console shipment growth, while acknowledging supply-chain pressures (RAM) as manageable. Market impact is likely incremental, mainly affecting expectations for mix and margins.
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Sony CEO Hiroki Totoki said the PS5 is now in the latter half of its lifecycle and that expanding hardware sales is no longer the top priority. Instead, Sony is focused on turning PS Plus’s 125 million monthly active users into recurring revenue. He noted that Sony has sold more than 95 million PS5 consoles, but said the company is concentrating on monetizing its existing user base.
