PS5 passes 100 million units as BofA sets GTA VI bar at $1.9 billion

Sony's PlayStation 5 has shipped more than 100 million units as of Nov. 10, 2026, a figure the company posted on its business data page and updated on Nov. 11. The console reached the mark one day short of its sixth anniversary; it launched on Nov. 12, 2020.

The number is sell-in, meaning consoles shipped to retailers rather than sold to players. Sony reported 97.9 million units at the end of September, after shipping 2.6 million in the July-September quarter. At least 2.1 million more left the factories in the following six weeks.

The PS5 is the fourth PlayStation to cross the line, and it arrives last in that club. The original PlayStation sold more than 102.4 million units, the PS2 more than 160 million, and the PS4 more than 117 million. The PS5's best fiscal year ran from April 2023 to March 2024, when Sony shipped 20.8 million consoles.

Who builds the silicon?

The milestone carried a chip-industry footnote. PlayStation CEO Hideaki Nishino marked the occasion by signing consoles alongside Jack Huynh, who runs AMD's computing and graphics business. AMD designs the PS5's custom processor and is working with Sony on the PS6, which makes the pen-signing a small ritual of a partnership worth billions in semi-custom revenue.

Sony's recent weeks have been less festive elsewhere. The company cancelled Fairgames and shut its PlayStation Plus PC streaming app on Nov. 10.

What does GTA VI have to earn?

The other number attached to this season belongs to Take-Two Interactive. Grand Theft Auto VI goes on sale on Nov. 19, and Bank of America says the game must gross at least $1.9 billion in its first three days to satisfy investors, as Proactive reported on Nov. 12. GTA V took more than $1 billion over the same span. The bar has nearly doubled in twelve years.

The bank laid out the arithmetic. It reads Take-Two's $8.1 billion bookings guidance as implying about 33 million GTA VI units, roughly half of them Ultimate Edition, a forecast it calls "too conservative relative to the franchise's potential." Investors, by contrast, want about 50 million units this fiscal year.

The timing of Take-Two's launch-sales announcement will carry its own signal. The bank expects figures on Monday, Nov. 23; a release as early as Nov. 20 would indicate strong demand, while silence by Nov. 23 would suggest a weaker launch than investors expect.

First-day volume is the tell. About 15 million copies on day one would put the game on track for roughly 50 million units in fiscal 2027, the bank said, based on GTA V selling about a third of its launch-year volume on its opening day.

Bank of America rates Take-Two a Buy with a $330 price target, set at 25 times its fiscal 2028 earnings estimate of $13.02 a share. Take-Two reported an 18% drop in net bookings last week and kept its $8 billion-plus outlook.

For Sony, the 100 million figure closes one chapter of the PS5 story while the next console cycle, and its AMD silicon, moves closer. For Take-Two, the market has already written the opening weekend's required score: $1.9 billion in three days, or the stock answers for it.