FT: Sony and Nintendo left to battle in console wars as Microsoft signals exit

[Gods&Monsters]

Thanks bro.

Very good read, also cool that Serkan Toto is in there as he follows us on X / Twitter.

Toto is that Sony hater Mochizuki Bloomberg keeps quoting for his fraud articles.

I would delete him

 

[Danja]

It really summaries a lot of my issues with PS right now. It's all numbers and analysis led and they are completely ignorant to why people buy PlayStation and what their customers demand and expect.

If they need to lose money on getting the consoles out there, then so be it... the install base is how they will eventually make most money ans expand the MAUs etc.

It's always been the last few years where consoles make the bulk of profit. Never the first 3. They should be going balls to the wall now that Xbox is basically on the ground.

Unfortunately it seems they have forgotten how the company managed to salvage the PS3 and in the end set up the PS4 to dominate. They seem to forget the PS2 was a very priced aggressively console and so was the PS1 and even the PS4 though a bit conservative at times but they struck a good balance.

I don't think they understand the power of an ecosystem. You don't bleed the audience dry upon entry and then hike the price for PS+, while games are $70 and expect consumers won't pull back as well.

And with so many legacy folks having left the company, I don't think there's enough of a power struggle within in the company anymore to fight for the brand, but could be wrong.

They better pray the Switch 2 isn't a full home run for Nintendo next year.

 

[Danja]

Switch is still outselling xbox by a pretty big margin in its final years lmao, this is even with xbox getting a massive price cut

Brutal

The Switch keeping up with PS5 is also embarrassing.

 

[Petekilla]

The Switch keeping up with PS5 is also embarrassing.

Not really. It’s a lot cheaper.

 

[Airbus]

New player could enter the competition in the future ( apple, samsung etc) who knows

 

[Danja]

Not really. It’s a lot cheaper.

I thought they didn't overlap

 

[Polyh3dron]

At least they found someone other than Pachter to talk to... Still these analysts are just speculating, and FT is presenting their speculations as if they were fact.

 

[Box]

New player could enter the competition in the future ( apple, samsung etc) who knows

Too expensive and risky, Apple arcade already makes way more than Sony,Microsoft and Nintendo

 

[John Elden Ring]

While the US technology giant has said it is still working on a new generation of more powerful consoles, analysts think its long-term direction is clear.

“All signs point to the hardware becoming less and less important to Microsoft, so there is that possibility that we could go back to a point like we were in the 1990s where the viable choices of console were all Japanese,”

said Serkan Toto, head of the games consultancy Kantan Games.

Giving up the console fight to concentrate on software could be taken as a huge victory for Japan. To many, the birthplace of Super Mario, Sonic the Hedgehog, Final Fantasy and Pokémon is the spiritual home of the console and has featured industry’s fiercest “golden age” 1980s and 1990s clashes of Nintendo vs Sega, and later, Nintendo vs Sony.

“It may not happen immediately because the technology of cloud gaming is clearly not ready yet, but from what Microsoft is indicating, there is a possibility that we go back to an all-Japan console industry with Sony and Nintendo each dominating their part of that market in their different, unique ways.”

said David Gibson, an analyst at MST Financial.

 

[JAHGamer]

The console with actual exclusives is the only one that matters, so Nintendo wins automatically.