Another hit piece. I don't understand the logic here though. It looks like Playstation’s success at generating revenue is not enough to.... I don't know.. pay for something?
From the article:
According to GamesIndustry Japan, conversations with third parties revealed how difficult it is to recover the current huge development costs with an install base of 100 million units, as even porting titles to Xbox consoles and PC doesn't help all that much. In their report, Toyo Securities highlights this issue as well, saying that this will become even more of a problem in the next generation of consoles, suggesting that Sony should stop seeking increased performance, which leads to increased development costs, and release a smaller system with bigger mass market appeal.
They're seriously suggesting something like the Series S is what Sony should focus on. It's insane how many ways different parties have claimed Sony should copy MS' failed strategies. Aside from that, focusing solely on console sales while ignoring game and accessory sales really highlights how poor this take is. They say "install base" but make no mention of sales (estimated or otherwise) of where the real money is - software.