PlayStation Ending Discs is Like Apple Shipping PCs Without Disc Drives in 2008, Says Analyst
Analyst Daniel Ahmad compares Sony's decision to end PlayStation disc production to Apple's removal of disc drives from PCs in 2008, suggesting the move is a future-facing inevitability driven by the dominance of digital sales. He notes that digital sales now account for around 80% on PlayStation and over 90% on Xbox, with physical media representing only about 5% of Sony's software revenue. Ahmad believes this shift allows Sony to increase margins, strengthen its ecosystem by preventing game resales, and focus on higher-spending core gamers.
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