The PS5 Is About To Do Something We've Never See Before

Why It Matters

If GTA 6 triggers a broad upgrade cycle, Sony could secure a dominant install base for the PS5 without deep price cuts, strengthening its market position and software ecosystem for the remainder of the generation.

Summary

Sony’s PlayStation 5 has reached an installed base of 92.2 million consoles and about 132 million active monthly users, indicating a substantial pool of PS4 owners still ripe for upgrade. With Rockstar’s GTA 6 expected to launch on PS5 and Xbox Series, analysts believe Sony will ramp PS5 production for the upcoming holiday season to meet surging demand. The commentator predicts GTA 6 will drive a major wave of console sales next quarter, potentially pushing PS5 lifetime sales past the PS4’s total. Depending on the generation’s length, the PS5 could finish between PS4 and PS2 figures, possibly reaching the low- to mid-130 millions range.