

Sony didn’t really “double down”. The decision to wind down their physical games category was made years ago. Everything after the initial public announcement is to manage public relations.
Not sure many outside Japan realise but Sony are a conglomerate that dip their fingers into unrelated industries. This to them is clearly just a line through a smaller category on the balance sheet.
There’s a discussion to be had about ownership and physical games but i think that market is going to re-emerge in the future in perhaps a more bespoke way, like the resurgence of music vinyls.
To me, Sony seems to be interested in just managing the distribution of IP opposed to “gaming” itself. They’re not true custodians in that space or if they were, then they’re not now.







i was referring to physical games as a whole and not necessarily tied to Playstation games or their discs.
They’ve been transitioning this specific manufacturing division since 2024. It can’t be a “double down” because they’re not going to revert two years of already re-trained staff and re-purposed equipment because of online forum talk.
Messages to shareholders like this is pretty standard. They’re basically saying:
So they’re hedging their bets on what their future could be. If they lose out on gaming they’ll make back on microlenses.