Don’t you worry about that - based on my calculations, their revenue from PS+ would account for no more than 12.8% of their total revenue. And that’s not counting the actual game publisher’s split. So, a guestimate - around 7.5%.

You mean Sony having all their departments making profit in the quarter and "only" increasing 13% the stocks?

My sole point is that trying to use stock market evaluation for anything here is mostly useless.

For Q1 FY3/2018:

Sony:  https://www.sony.net/SonyInfo/IR/library/fr/17q1_sony.pdf
Nintendo: https://www.nintendo.co.jp/ir/pdf/2017/170726e.pdf

Nintendo Co. Ltd. revenue 154.069 billion JPY [from page 5]
Sony Game and Network Services Network revenue (PSN revenue) : 195.302 billion JPY [from page F-6]

Nintendo Co. Ltd. Operating Income: 16.208 billion JPY [from page 5]
Sony Game and Network Services Operating Income: 17.733 billion JPY [from page F-5]

People acting like the 3DS doesn't exist...

The sales for digital games in PS4 are without a doubt much higher than the combined Switch+3DS+Wii U. Have you seen the prices for Nintendo games on the Eshop? And also they rarely have discounts (even for the 3rd parties) vs crazy amounts of deal every week on PSN.

Almost the only times I buy digitally from PSN is when a game is on sale. And I do not have a Plus subscription. So there.

But how many has that much more potential to grow?I havent been following that closely how well the other divisions of Sony are fairing, but I dont remember them having an expected explosive growth ahead of them like the PS4 and the Switch had/are planned to have.

And as you said, stock market is basically speculation.Speculation about the future.If they expect that the Switch will grow rapidly and in big jumps, and if that growth is a "given", they will value that company more, because thats easy money.If Sony is less inclined to do the same, and its more of a long investment or whatever, people will be less interested to invest.

Dont get me wrong, I believe that Nintendo stock is a bit of an illusion now, given that investors think that Nintendo will enter the chinese market(because of they having that MOBA game on the Switch) and succeed, but for the most part its because it seems that the Switch is on track to duplicate ,or come really close, the success of the Wii.And that thing printed money.

Crazy statistic. Just shows you how big a business PSN is. Don't understimate the awesome subscription service that is ps plus or the insane digital sales with get all the time. Ninetendo may be ding well with switch but they have a massive mountain to climb to catch sony. 

Of course, they charge everyone 60 bucks a year to play online. Which is why Nintendo is going to start charging for online. And nobody trusts Sony enough to put their financial information in their system due to the constant hacking. So PSN cards are always being sold. I thought we went through this the last time this made "headlines". And even with PSN the revenue is only ever so slightly higher. Things will change next year when Nintendo charges its users for online. Nothing to get too excited about.

Well, all of them have potential, if Sony will make wonders on them or not is another subject of course.

I'm happy both Nintendo and Sony is doing fine on stock market, it's just that I don't put much value on stock market. I know they speculate in future profitability, but when they buy and sell those shares daily how the potential in 5 years are really important?