On Nov. 5, Sony reported results for the quarter ended Sept. 30 and raised the full-year forecast for its Game & Network Services segment to ¥4.83 trillion in sales and ¥700 billion in operating income, up from ¥4.54 trillion and ¥660 billion in July. Sony said the lift comes from stronger sales of third-party games, network services such as PlayStation Plus, and cost improvements.
The details
The segment's operating income for the quarter rose 83% to ¥220.1 billion, up from ¥120.4 billion a year earlier, with higher network services sales among the reasons Sony gave.
Marvel's Wolverine from Insomniac Games launched Sept. 15 and had sold an estimated 2.4 million copies by Nov. 4. Sony shipped 2.6 million PS5 consoles in the quarter, bringing the lifetime total to 97.9 million. Lin Tao also said development of Sony's next-generation hardware "is on schedule."
🎮 Pro Tip
This is really smart business. Sony is earning more from games other studios make and from PS Plus, so when the whole industry has a good year, PlayStation wins too. That is the platform model working exactly as designed. With GTA VI arriving Nov. 19, the timing could not be better.
What to watch
The PS5 should pass 100 million units next quarter, right as GTA VI lands. It will be interesting to see how much of that launch shows up in Sony's third-party numbers in its next report.
Source: Game Developer — Imran Khan; forecast figures from Sony Group's Q2 FY2026 earnings presentation (Nov. 5, 2026, SEC Form 6-K)
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