Sony says it has enough memory to meet PS5 sales targets through March 2027
In its first-quarter results, Sony says it has secured the memory it needs to hit its PS5 sales targets for the financial year, a period that includes GTA VI's November launch.
Sony says it has secured enough memory to build as many PlayStation 5 consoles as it expects to sell this financial year. The company made the statement in its results for the first quarter of FY26, a financial year that runs until March 31, 2027.
In most years, a line about memory supply would be the dullest part of an earnings report. Here is Sony's wording in full:
"Regarding the impact of memory market conditions on PlayStation 5 hardware, we have secured the quantity of memory necessary to meet our projected sales volume for FY26, and there is no change to our plan for hardware profitability for FY26 to remain similar to FY25."
The background is what IGN calls the "RAMpocalypse": a global shortage of memory and storage, driven by demand from AI data centers. It has already pushed Sony, Microsoft and Nintendo to announce hardware price increases.
Why it matters for GTA VI
Sony's statement does not mention Grand Theft Auto VI. The link comes from IGN and GamesRadar+. IGN points out that GTA VI launches this November without a PC version, and that the game is expected to drive a surge in console demand. GamesRadar+ adds that pre-orders are already open and that retailers had raised fears of a console shortage around Rockstar's release window. If Sony's numbers hold, that shortage should not come from a lack of memory chips.
GamesRadar+ also suggests Sony could bundle the PS5 Pro and PS5 Slim with GTA VI at launch. That is the outlet's own speculation. Neither Sony nor Rockstar has announced any bundle.
The quarter in numbers
Sony sold 1.6 million PS5 consoles in the quarter, down from 2.5 million a year earlier, according to GamesRadar+. That puts lifetime PS5 sales at 95.3 million. GamesRadar+ reports hardware revenue fell 9.8%.
- Monthly active users reached 125 million accounts in June, up 2% year-on-year.
- Total playtime in the quarter fell 4% year-on-year.
- Sony raised its gaming forecast and now expects sales 3% higher than it projected in May, partly thanks to a refund on U.S. tariffs.
Sony also said profit will be affected by "adjustments to the FY26 first-party title roadmap". IGN reads this as a possible delay of an unnamed first-party game. Sony has not said which one.
The first-party games IGN lists for this financial year are Marvel's Wolverine in September and God of War Laufey in February. Between them, in November, comes GTA VI.
