Sony Shifts Focus To Monthly Active Users Over Console Sell-In Units

Lin Tao, the newly-appointed Chief Financial Officer at Sony Interactive Entertainment, has revealed during the company’s latest earnings call that it is shift away from focusing on sell-in units of hardware and more on monthly active users (MAU).

Sell-in units was the focus but now we are focused on monthly active users (MAU). The management is focused on engagement and MAU. This is leading to profitability.

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Tao added that it wants to improve its control of first-party spending going forward, and noted that PS5’s install base will grow with “many of the users” being new to overall hardware ecosystem.

In the past, there were issues with the first-party studios, and Totoki-san was temporarily the CEO and talked about various structural reform. Compared to a few years ago, the financial discipline is in place, but there’s still upside opportunity here. Mainly, I think the mindset has changed significantly.

Sony also announced earlier this week that the PS5 has shipped 77.8 million units worldwide, and that the format holder expects US tariffs to have a major impact on its yearly operating income, and is currently looking at how to respond to the situation.

[Source – irwebmeeting via PushSquare]