Sony’s FY25 Outlook: AI Rams, Flexible PS6 Timing, and a Two‑Tier Hardware Path
TL;DR Summary
Sony’s FY25 results flag AI‑driven RAM shortages that could slow PS5 hardware sales through the next few years, with the company likely underproducing or adjusting prices. PS6 timing remains undecided, potentially supported by cross‑gen games and a two‑tier/hardware‑financing approach. GTA 6 could buoy PS5 momentum if supply holds, while Sony expands AI partnerships, live‑service bets, and China opportunities as it navigates a profitable but transitional PlayStation era.
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