[SONY/SIE]
-50/50 chance of continuing/doubling down on the PC ports including shorter port windows for non-GAAS or even Day 1. If they:
>DO: PS5 will continue to track further behind PS4 when launch-aligned. PS+ sub revenue will drop. SIE 1P sales on console will see a decline. Total 1P software revenue on console will decline. PS5 Pro will perform quite worst (potentially 50% less) than PS4 Pro in total sales. PS6 will have a slower start, somewhere between PS3 and PS4.
>DON'T: PS5 can likely realign and start tracking ahead of PS4 again with combination of selective price cuts in certain regions & enthusiast interest in PS5 Pro. GTA6 will provide another bump (would do the same in 'DO' case but less so b/c of other factors). PS5 Pro could do about same or somewhat better than PS4 Pro. PS6 may have a slower start, somewhere between PS4 and PS5, but could track closer to PS5 start/momentum when paired with other smart decisions over next 3-4 years.
-Will probably invest in a PC launcher BTS. If it's dramatically slowed/shelved for a later period in the next generation, fits into the 'DON'T' scenario above. If pushed aggressively for launch in a year or two, fits into the 'DO' scenario above.
-Will look into a PlayStation portable. If 'DO' scenario plays out, it'll probably just be a glorified PC handheld with integrated quick access to a PlayStation PC launcher with some Other OS option for Linux or Windows. Limited market numbers, but could launch sooner. Probably easily outsold by a new Steam Deck and maybe even whatever Xbox handheld comes around.
If 'DON'T' scenario plays out, will be a mini-PS6 in handheld form, hopefully with a way to auto-scale assets and optimize performance on behalf of developers. It'll be a 'PS6 Portable' that can also natively play PS4, PS5 and PS5 Pro games. May offer a dockable option. Releases later (closer to PS6). Much larger potential market, especially for regions like Japan. Could do 35-45 million in lifetime unit sales (conservative estimate).
[MICROSOFT GAMING]
-Either closes Ninja Theory or gives them a buyout option (unlikely; they don't own any notable IP sales-wise). If closed, various employees will join SIE, Remedy, and Rockstar
-Likely either closes or spins off Double Fine. If latter, can see Nintendo, Annapurna, SIE, Devolver, or Ubisoft investing into them for a partnership deal to co-develop a game or two for them (using IP belonging to those companies specifically Nintendo, SIE or Ubisoft).
-Cuts down Turn 10, breaks them up into two parts. One part partially absorbed into Playground Games, other part becomes a support studio to provide sim racing dev & tech to 3P sim racer teams.
-Likely trims head count at several other studios (Compulsion, inXile, etc) and merges the remains into a single studio
-Likely merges Obsidian into Bethesda Softworks
-Cancels following games: Perfect Dark reboot, Project Mara, Everwild, Outer Worlds 2, Contraband
-Gets Obsidian (merged with Bethesda) working on next Fallout game ASAP
-Gets iD Software working on next DOOM & Quake games; Wolfenstein IP shelved for "some time"
-Next Halo game co-developed between 343i, members of The Coalition, members of iD Software, & Creative Assembly. Multiplat Day 1
-Sunsets Grounded
-Gets Coalition working on Gears 6, Day 1 multiplat
-Decides NOT to launch COD in Game Pass Day 1
-Removes Day 1 Game Pass; turns this into Day 1 Trails (demos/1-5 hour slices) of all 1P games instead
-Keeps Game Pass prices the same; ties in free & discounted perks to Game Pass subscribers
-Probably teases the Xbox handheld officially at June Showcase; actual reveal at the VGAs in December
-Probably teases their Xbox gaming PC stuff in 2026 (launches either Late 2026 or early 2027)
[NINTENDO]
-FINALLY does a price cut for Switch early Fall but probably only by $50; does some bundles to add further value
-Formally announces Switch 2 at TGS; official reveal January 2025
-Launches Switch 2 in Late March 2025, likely slightly ahead of GTA6
-Two Switch 2 SKUs:
-32 GB storage (just for critical system files & updates); user buys extra internal storage. $349
-256 GB storage; for system files, game installs, saves, media apps etc. Upgradable. Also reserve private 32 GB storage for critical system files only. $449
-Both SKUs have same specs, included dock, Joycons.
-New mainline 3D Mario game at launch
-New Smash Bros within the 1st year
-Very likely a port of FF VII Remake & downscaled Rebirth as double-package game either at launch or within first six months, potentially with extra exclusive content (i.e Zelda-themed costumes for Cloud & co., or side games themed off Nintendo stuff)
-WILL get a GTA6 port, but around time of PC version. So not until Early 2026 at soonest.
-Next Mario Kart might add F-Zero style vehicles and F-Zero themed costumes for Mario characters, because Nintendo still won't make a new F-Zero proper :/
-Most likely will do a Mario x Sonic RPG. Nintendo/SEGA co-development.
-Will likely phase out Switch OLED & Switch Lite around Switch 2 launch. Keep it at $249 for a while but add other games to offering for value. Cease Switch 1 manufacturing around EOY 2025 or Early 2026
-Be a lot more aggressive with getting 3P support on the Switch 2 out of the gate, including co-development partnerships and maybe a couple very select 3P exclusivity deals (likely for AA and indie games)