Research and insights firm for the gaming industry
Analyst Daniel Ahmad reveals Sony now generates 59% more revenue per active PlayStation user compared to the PS4 generation, driven by PS Plus tier upgrades and increased software spending. The average user spends roughly $230 more annually than in 2018, though growth has flattened recently.
Sony's decision to cease physical game disc production by 2028 sparks comparisons to the PC industry's transition away from disc drives. Analyst Daniel Ahmad suggests this shift, driven by digital sales dominance and platform-led strategies, may face initial backlash but will likely become the new norm. The move underscores Sony's focus on maximizing revenue through its closed digital ecosystem.
PS5 owners are cancelling PlayStation Plus subscriptions to protest Sony's move to an all-digital future, effective for all new games from January 2028. Despite the backlash, analysts assert that the protests will not sway Sony due to the lucrative nature of digital sales. With over 120 million active users and 50 million PlayStation Plus subscribers, even a significant drop in subscriptions would barely impact Sony's bottom line.
