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I wonder if the leadership at Playstation and Xbox understands they are killing themselves.


They're not. The tide changed once gaming became a mainstream activity and a common item on lots of households. Most people want to play the same games. In Brazil there are play stations that never saw any other game other than FIFA whatever year. And people will be happy to pay the subscription to keep doing that. Sony loves those people more than anyone that was loyal before because we are too demanding.


If you don't think Playstation and Xbox are dying I would suggest looking at their performance and statements from the past 24 months.

Xbox hardware sales down 30%, 5% on services and revenue. Sony PlayStation operating revenue is down -41%.

These are not healthy businesses, and the future looks even more bleak.

Years away from new hardware sales, and the franchise front is desperately bad - which means when hardware eventually does land, the drivers to buy them don't look like they are going to be there.

I'd love to bet against you on these businesses dying.


I don't know if they're dying. I don't know (or care) enough to figure out. Not having a disc kills it for me for sure.

The ps5 sold very well very fast during the pandemic, which could explain why now that the seas are rough the sales slumped.

If PS and Xbox become abandoned and cause game studios start focusing on PCs again I think it would be a good outcome. But that is just me wishing on a star.





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