Analysts: Sony Will Not Reverse Physical Disc Phase-Out Despite Fan Boycotts

Executive Briefing

• Confirms Sony plans to end physical disc production by 2028, ignoring a 247,000-signature fan petition
• Analyst Serkan Toto argues even 500,000 PS Plus cancellations represent just 1% of Sony's subscriber base
• Reveals digital sales yield Sony 100% revenue on first-party titles versus 65% from physical copies
• Notes Sony's weak profit margins in recent years are driving the push toward all-digital distribution
• Suggests Sony anticipated backlash and is simply waiting for public outrage to fade