"Sony has one of the most impressive content catalogues on Earth," Severin explains. "Bringing it together in a subscription offering for example could pose a solid competitive answer to Xbox's cross-platform efforts. It will be increasingly difficult to compete with Microsoft on games only. The only response for Sony on the games-only side would be buying something really big like Take-Two, but that is unlikely."
Harding-Rolls predicts Sony will remain active in M&A but will retain its strong position in the current console generation, while Toto expects the company to maintain its current product strategy of focusing on $70 blockbusters.
"Sony surely is under pressure to react, even after their Bungie acquisition," he says. "I expect further investments and acquisitions for PlayStation, including a large one that would move the needle for them in a meaningful way."
Not sure if this is worth talking about. But at least some analysts think that Sony will/should make some kind of big meaningful acquisition.
