Why do Disk Drives matter?

[RolStoppable]

haxxiy said:

RolStoppable said:

Switch software sales aren't even close to 50% digital when there's a physical option available. The 50%+ digital share that people all too commonly cite is revenue-based and does include DLC, subscriptions and digital-only games. When given the choice, Switch software is still around 70% physical; not lifetime, but during the most recent fiscal year.

That's about where PlayStation was around 2018. So just a five-year difference between the two - not as different of a beast as you claim. Furukawa himself acknowledged in the last investor Q&A that the expanded scale of digital had been a major generational change and that he expected the trend to continue.

That's the thing about logistic growth. You look at it early and don't think it's going to go too fast, but it will. Nintendo will be 90% digital revenue by the turn of the decade while disc drives will be just an add-on afterthought for the other console manufacturers.

That's a bold prediction (90% digital revenue). I'll hold you to it.