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Soundwave on 22 September 2023
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VAMatt said:
Soundwave said:

Sony is toast in that scenario too probably ... they're not going to win any kind streaming service war, not when they have to compete against companies not just 1 Microsoft, but Apple, Netflix and others. Their whole business model and success is rooted in basically the same physical Playstation hardware model from 1995. That won't work for them if you change the game entirely. 

Possibly. But, Sony is a more diversified technology and entertainment business. I think they have a leg up on Nintendo in that respect.  Also, because they are somewhat diversified, I think they make a less attractive acquisition target for many companies.  I don't think Microsoft wants to buy in to the audio and video equipment industry, for example.  They could of course spin that stuff out, but that complicates the deal.  

Definitely Sony is under threat from a takeover of the gaming business by tech megacorps. Something about their business is going to change substantially. Maybe it's being acquired, maybe it's doing some acquiring. I don't know. I just think they're in a different position than Nintendo, which could lead to a different end result for the company. 

Sony is not really under threat of a take over because no one would really want to spend to buy them. They're a bloated 80s/90s company that basically just rides the Playstation brand using tactics from 1995. Unlike Nintendo, where MS, Apple, and probably a half dozen other companies would be interested. That's why you don't really hear much chatter about a Sony merger or buy out. 

Sony are sort of a one trick pony at this point, they know how to play the game of winning the traditional stationary console race, but their streaming service attempts have gone no where, they haven't had any huge consumer electronics hit since the Playstation line and like the Walkman in the 80s? They know how to pay off 3rd party developers and take advantage of Nintendo/MS making mistakes with home consoles which is basically the same thing they've done since 1995 or so, but they don't really have any playbook for doing anything else. They're like the kid on the playground who beats everyone at basketball, but ask them to play football or some other sport and they get exposed fairly quickly. 

Even in the dedicated hardware field, what happened when they tried to take Nintendo on in the portable space and all the same things from the console space didn't translate 1:1? They lost, and then lost badly. 

Their gaming IPs are just not that valuable either. Compare what Super Mario Bros. did as a movie box office wise compared to the Uncharted and Gran Turismo movies. Not even close. 

Last edited by Soundwave - on 22 September 2023