It’s not about specifically not wanting to own, but just convenience. Convenience of buying/downloading and convenience when playing(no disc swapping). Old games being available cheaply during sales. Can easily impulse buy old games at sub $10 prices and download and play in minutes without leaving the house. Gets people into the mindset of buying digital games.

Day one for new physical releases still perform better than the overall physical sales split number. It varies wildly per game though.

So its 

So not only is physical game sales responsible for only 18% of all whole game sales this quarter... it is only responsible for 2% of their acutal revenue.  

When you look at the hard data, its harder to claim that Sony is some cartoonish evil corporation.  They are just following the numbers.  The social media grifters and rage baiters follow a different set of numbers though... clicks, likes and engagement.  And the don't ever let facts get in the way. 

Oh okay got you.  I thought you were trying to pull one on me for a second lol 😆.  And about your Digital Only games... I really don't see how this makes a difference in this situation.  There are many caveats of course but at the end of the day... what matters is revenue.  From Sony's perspective, they are weightng the loss of 2% revenue against whatever they would gain from not having to produce discs, gains from lower retailer cuts and whatever gains they get from not shipping the next system with a disc drive... which will allow them to then go back and then charge people who do have disc libraries.   About the ownership thing... no... people have been purchasing licenses to use software forever.  Like a very, very long time.  I don't hear people complaining about not being able to own Microsoft Office.  They just purchases a license... and thats what they own.  I think its the utility of the product itself that creates value... not direct ownership.  I think we as consumers need to be more focused on insuring our rights as license holders.   

Again... their "physical revenue" is misleading as it only counts 15% from 3rd party games and 65% from their own games. This number more closely resembles profits than revenue lol. Not to mention they are deliberately limiting physical game shipments.

And one more crucial point that no one talks about is that trading/sharing is never represented in any of these reports. Sony obviously sees trading as lost revenue. How much money/time people spend on traded or borrowed games is unknown...

Those are the actual relevant revenue numbers though. Sony are not selling games directly to customers.

The misleading part is more the digital numbers which for third party games are registered as 100% revenue and then a 70% cost. Which is an accurate reflection of how it happens but not useful for comparison.

If you divide the digital revenue and add-on revenue by three then you get a comparable number. It is still massively ahead of physical. The most interesting part is probably the conclusion that PS Plus is probably the primary driver of profit.

Also, the other software revenue is also directly comparable to physical and it also only represents the money Sony directly receive, as they are not the seller.

 I don't understand where you are getting these numbers from or how you are deriving them.  

Nice !

It's widely reported that platform holders make 15% from physical 3rd party sales. Sony's "physical revenue" only accounts for this 15% in addition to the 65%~ they make from physical 1st party.

On the other hand, their add-on and digital revenues count every dollar spent by the consumer, including the 70% cut that actually goes to the 3rd party publisher.

The actual "consumer spending" gap between physical and digital software is much smaller than it appears.

Any sales forecast for the remainder of the fiscal year?

Hmm, if PS5 shipped 1,6M last quarter, i would expect Switch 2 shipments to be somewhere above 3M last quarter, going by the sell through numbers we have gotten from Famitsu and Circana estimates.