SONY GROUP CORPORATION
6758・Prime Market・Electric Appliances
Game & Network Services (G&NS)
Game business expanding revenue through software and network services built on PS5
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment sales (external customers + intersegment) | ¥4,685,651 million | ¥4,670,044 million | ↑ |
| Sales to external customers | ¥4,570,053 million | ¥4,543,571 million | ↑ |
| Segment operating income | ¥463,258 million | ¥414,819 million | ↑ |
| Digital Software & Add-on Content revenue | ¥2,415,305 million | ¥2,290,498 million | ↑ |
| Network services revenue | ¥763,126 million | ¥669,873 million | ↑ |
| Hardware and other revenue | ¥1,391,622 million | ¥1,583,200 million | ↓ |
Business Details
Centers on the production and sale of digital software and add-on content, network services such as PlayStation Network, and the manufacture and sale of the home game console (PS5). Key operating companies include Sony Interactive Entertainment Inc. (SIE) and Sony Interactive Entertainment LLC. Against a backdrop of PS5 installed base expansion, the segment continues to achieve sustained revenue growth from game software sales and network services centered on PS Plus.
Recent Overview
Strong software and network results offset hardware revenue decline, achieving higher revenue and profit
In FY2025 (ended March 2026), the G&NS segment recorded external customer sales of ¥4,570,053 million (up ¥26,482 million year on year) and operating income of ¥463,258 million (up ¥48,439 million year on year), both higher year on year. Digital Software & Add-on Content increased ¥124,807 million and network services increased ¥93,253 million, both performing well, while Hardware and Other declined sharply by ¥191,578 million. In the fourth quarter alone, sales were ¥1,022,360 million (down ¥28,913 million year on year) and operating income was ¥54,104 million (down ¥38,594 million year on year), both lower year on year.
Key Products
Growth Drivers
- Continued strong momentum in game software sales including add-on content, driven by PS5 installed base expansion (FY2025 (ended March 2026) Digital Software & Add-on Content: ¥2,415,305 million, up ¥124,807 million year on year)
- Continued revenue expansion from network services driven by shifts to higher PS Plus tiers and other factors (FY2025 (ended March 2026) network services: ¥763,126 million, up ¥93,253 million year on year)
- Promotion of sales of high-margin peripherals such as the PlayStation Portal remote player
- Expansion of IP reach through deployment of first-party game software across multiple platforms including PC
- Creation of group synergies through building a Sony Group-wide engagement platform based on PSN
Risks
- Risk of revenue decline in the Hardware and Other category due to lower unit sales of hardware (PS5) (FY2025 (ended March 2026): ¥1,391,622 million, a sharp decline of ¥191,578 million year on year)
- Risk of declining sales of first-party game software (dependent on the strength of the title lineup and release timing)
- Foreign exchange risk whereby a weaker euro adversely affects operating income, given the high proportion of US dollar-denominated costs while revenue is recorded in yen, US dollars, and euros
- Risk of responding to intense market competition (price competition, emergence of new platforms, changing customer preferences)
- Risk of impact on supply chain costs from changes in US tariff policy
Last updated: June 18, 2026