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Kyuu on 20 July 2026
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BraLoD said:
twintail said:

They make around $750M worldwide, if I am not wrong. If we assume $700M in the US alone ( and I know you're just guessing no worries), that means physical would be essentially dead everywhere else.

But no, I don't think the answer would be "yes, obviously" because this only accounts for revenue. It's not profit. I don't believe we have any numbers whatsoever on the profit margins of physical sales. It also doesn't account for future trends where that number is only going to continue dropping (with or without Sony's announcement). 

And physical sales revenue only accounts for 11% when compared against digital sales revenue. If you added digital add on content, physical falls to under 5% based on my calculations.

Considering that $750M is accurate and for a year, it is only considering their 30% cut for third party, right? The $1.5B is for the US is for 100% of it, so not the same to compare it and say it's dead everywhere else, as it clearly isn't.

The trend was actually up for FY 2025 for physical games in total value, Q1 to Q3 had all made more money on physical games than FY 2024 in a row. Where is the future trend of it to continue dropping, as per Sony on finalcials reports?

According to this:

https://www.eurogamer.net/as-playstation-physical-game-sales-drop-its-no-wonder-sony-is-pushing-digital-only-consoles

They made about $953 million from physical in the fiscal year ending March 2025. If physical revenue only takes into account their cut (which is 15%, not 30%), this means people actually paid around $6.3 billion for physical, which is virtually tied with digital (not counting mtx, dlc, subscription etc).

Profit wise, platform holders make twice as much money from a 3rd party digital sale than a physical sale of the same software... and this is what Sony is salivating over. They want every 3rd party dollar sale to give them 30% instead of the 15% from physical. They can't take a larger cut from physical because publishers already give retailers a reported 30% cut in addition to disc/cartridge manufacturing costs.