Sony’s Game & Network Services segment delivered quarterly revenue of 1.208 trillion yen, up from 1.113 trillion yen, with operating income rising 83% to 220.1 billion yen as software and network services strength offset a small decline in hardware.

The company lifted its full-year guidance for Game & Network Services to 4.83 trillion yen in revenue and 700 billion yen in operating income, driven by stronger software and network services demand despite lower first-party titles.

Within games, software revenue reached 708.5 billion yen and network services contributed 218.3 billion yen, while hardware revenue fell to 219.7 billion yen.

Marvel’s Wolverine for PS5 had sold 2.4 million copies worldwide by November 4, about 50 days after its September 15 launch, signaling strong early demand for new titles.

PlayStation 5 shipments totaled 97.9 million units globally by September 30, 2026, approaching a 100-million milestone, with quarterly shipments down 35% year over year to 2.6 million in Q2 FY2026.

Compared with Ghost of Tsushima’s first 32 days at 3.3 million, these early figures reflect strong performance but aren’t directly comparable due to different release conditions.

Total software sales for PS4 and PS5 in the quarter rose to 88.2 million units, up 7.9 million year over year, with first-party game sales increasing from 6.3 million to 8.2 million units.

PlayStation Network reached 127 million monthly active users at the end of September, up from 119 million a year earlier, underscoring sustained engagement beyond hardware.

The quarter included a 31.5 billion yen impairment related to Bungie assets and an 18.3 billion yen expense for correcting past development costs, denting profit growth.

Overall quarterly results showed revenue of 3.429 trillion yen (up 10%), operating income of 622.3 billion yen (up 45%), and net income attributable to shareholders of 449.6 billion yen (up 44%).

Digital distribution now dominates software sales, accounting for 78% of full-game downloads in the quarter, up from 72% a year earlier.

Near-term profitability has benefited from higher software and network services revenue and favorable timing of expenses, helping operating and net income improve year over year.