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PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss
Sony has reported impressive sales figures for FY25, with a notable increase in the Game & Network Services segment. However, the company is grappling with uncertainties regarding the PS6 launch due to ongoing memory shortages, potentially delaying the console's introduction. Additionally, they recorded an $800 million impairment loss related to their acquisition of Bungie, emphasizing concerns over the game's performance and suggesting it may have been overvalued.
MonitorConfidence: HighMid term horizonSupply chain risk: High
Published 8 May 2026, 10:21 UTC4 min read
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Summary
TL;DR
- Sony generated $82.8 billion in FY25 sales, up 4% year-on-year.
- Game & Network Services segment recorded $31.1 billion in sales.
- PS5 shipped 1.5 million units in Q4 2025, down from 2.8 million the previous year.
- Sony incurred an $800 million impairment loss on Bungie's assets.
- The anticipated launch for PS6 remains uncertain due to high memory prices.
Interesting facts
- Bungie's poor performance has led to significant financial write-downs for Sony.
- Sony's strategy for PS5 hardware production will depend heavily on memory availability.
- There is speculation that the PS6 could launch as late as 2028.