I personally think SIE's GAAS pivot is a right move(Market analysis).

[Yurinka]

Push for GAAS is definitely the right one.

If a big publisher got bought out and that publishers games had mtx which hugely contributed to sonys revenue, then that would be a huge loss.

That money is most likely invested back into those really expensive single player games.

Sony needs to protect itself from those scenarios and have their own massive GAAS revenue generator.

I guess my only concern is the excessive push.

Yep, the big AAA games (both SP and MP) every generation get more and more expensive so they need extra revenue sources to keep their games profitables.

This is the reason of why they try to find additional revenue sources like to invest (more than before) on PC or GaaS.

The last snapshot we had is that Sony was working in more than 25 games (potentially 30-40 counting VR and not counting ports), having published as of March 2026 GaaS for 12 (so less than the half) IP. This was some time ago, several of these GaaS and non GaaS games already have been released.

The best way for Sony to protect itself is by continuing to grow their install base and make their platform too big to miss out on.

Yes, I'd say the best way for Sony to protect itself of losing 3rd party support it's to continue growing their install base, market share and amount of (3rd party) games sold per console.

It already is the biggest platform in terms of revenue for most important 3rd parties, like in the Fortnite example you mentioned. So it makes 3rd parties to support it by default and even give it some (even if timed or console) exclusives.

I think as unique selling point they have exclusive features (like Remote Play or VR in the console market) and the quantity, quality and diversity of exclusive (even if some of them timed or console) games in addition to having the biggest and more diverse multiplatform support, plus an extensive catalog from previous generarions.

Most genres/tastes/niches better covered in PS than in other consoles with a combination of exclusive and multiplatform games, and that makes them more appealing for many types of players.

I think that with Destiny, Concord, Helldivers 2, Marathon and Deviation's game their idea was to secure and grow more their presence in different types of shooters, MP, GaaS games. I understand they think they have more than well covered the single player narrative action adventure blockbuster in different variants: linear, open world, super hero, RPG, so tried to grow in other areas (but while also growing in these traditional areas by growing their manpower and acquiring gamedev and support studios).

 

[JAHGamer]

Yep, the big AAA games (both SP and MP) every generation get more and more expensive so they need extra revenue sources to keep their games profitables.

This is the reason of why they try to find additional revenue sources like to invest (more than before) on PC or GaaS.

Funny thing is....these are just losing them money

Yes, I'd say the best way for Sony to protect itself of losing 3rd party support it's to continue growing their install base, market share and amount of (3rd party) games sold per console.

Exactly, so the PC ports and poor acquisitions have to end, they jeopardize the consoles growth.

 

[Yurinka]

Funny thing is....these are just losing them money

Source? As far as we know, the only related numbers we saw was the PC revenue and were a few hundreds of millions, when ports shouldn't have cost more than a handful millions. Meaning they are heavily profitable.

Regarding GaaS MLB, GT7 and Destiny 2 also make a lot of money, even if Destiny 2 apparently underperformed (compared to their expectations) in the recent months.

Exactly, so the PC ports and poor acquisitions have to end, they jeopardize the consoles growth.

They need extra revenues like PC ports or GaaS (plus movies or mobile) to secure their first party games business profitability in the long term, because game purchases are becoming a smaller part of the business over years and consoles are becoming a smaller part of the gaming business over years.

So if the market continues with the trend it had in the last couple of decades super expensive SP games won't be profitable enough, specially if they don't highly increase the number of units sold of these games or their price. Meaning, that in the long term they would need to reduce the budget of the SP games, make less and more safer/less risky project concepts or even to stop making them.

Extra profit from PC ports, movies, GaaS or mobile adaptations would help them instead being able to continue investing in very expensive SP games without being afraid that if a couple of them tanks would break their business.

One of their goals is also grow their market share in the console market, but looking at the sales in previous generations the combined sales of all the consoles of each generation isn't something they can't heavely grow, so this is why all big publishers and console makers seek to grow also in non-console markets.