Sony bets on existing players and digital shift over aggressive PS5 push

Sony says it does not need to aggressively push PS5 sales, focusing on monetizing its current user base through recurring revenue, led by PS Plus (125 million MAU). With more than 80% of games bought digitally, Sony is moving toward an all-digital future, while PS5 lifetime sales reach 95.3 million (as of July 31, 2026) and disc production ends in January 2028. Last quarter saw PS5 sales down 36% year over year amid higher prices, even as digital game sales rose from 78% to 82%; profits rose 37% thanks to US tariff refunds and favorable exchange rates, though refunds aren’t passed to consumers.