PlayStation says Windows PC is not a "major risk," probably because blanket 'day and date' PlayStation game launches on PC are coming sooner than you think
Are you ready for the latest strategies Sony and Xbox are or will be pushing?
In early October, I picked up a code for Horizon: Zero Dawn on PC from CDKeys, anticipating the remaster launching later that same month. Right after Sony removed the original game from Steam, I bought it quickly before the key market dried up. Heck, for an additional $10 later on top of the $12 that key cost, I figured the remaster was worth a purchase.
I was right; it ended up being freaking sweet. While it was somewhat dated mechanically, I still had a ton of fun running through the wilderness, knocking off robot parts like some slow-motion tribal Max Payne. I just wish the sequel had trophies on Steam; I know, it's a weird complaint. I like my shiny things.
While I mainly game on Windows PC and within the Xbox ecosystem, that doesn't mean I have some kind of dislike for Sony. My second favorite game of all time, right behind the original Red Dead Redemption, is Uncharted 4. It's another title that's been available on PC for years. Therein lies the problem.
PlayStation, like a child being dragged out of the store by their parent for being naughty, has been reluctantly releasing its games on PC. Often without fanfare, and with some taking years to launch on PC, the pace has gradually grown. Just this year, their biggest hit, Helldivers 2, was a simultaneous release on PlayStation 5 and PC. An experiment that will likely end up changing their strategy.
Having been released in February, Helldivers 2 found massive success on PC. In March, it was estimated that over 60% of sales were made on PCs. That means for the first time, a major PlayStation exclusive's biggest platform was not on their hardware. This is a reality that will snowball in the next few years, and as we know, it has already begun happening for Xbox.
The future of PlayStation games is on Windows PC
So, what does that mean for the future of PlayStation games? Should PlayStation be worried about PC? Somebody else had that feeling and brought this exact question up in November during a shareholder's meeting. Keep in mind this is a translation from Japanese to English, so some of it may not be fully representative, as noted in the original document shared by Sony itself.
A shareholder asked, "You seem to have a lot of PS5 exclusives in your line-up of third-party software titles for the second half. Is that intended to encourage the transition from PS4 to PS5? I think that there is a risk of more users opting for PCs. What do you think about the risk and opportunity?"
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Sony responded, "We are in the latter half of the console cycle for the PS5, and the number of PS5 titles has been increasing. We have also confirmed internally that the transition of users from the PS4 to the PS5 is trending well. In addition, we see users tending to purchase more software when they switch to the PS5, which we see as a positive. In terms of losing users to PCs, we have neither confirmed that any such trend is underway, nor do we see it as a major risk, so far."
We'll overlook the part where even a shareholder pointed out the visceral amount of third-party exclusives Sony pushed this year and get to the main point. Sony is seemingly not scared of a potential future with PC domineering. At least, not yet. There are some key takeaways here from the language used.
Specifically, they mention that PlayStation 4 players are trending well to PlayStation 5. While minor, the PlayStation 5 has been trending behind the PlayStation 4 in terms of overall sale numbers. There may be some PC players going to console, we can safely assume the vast majority of PlayStation 5 players are shifting either from PlayStation 4, or another console like Xbox One. PlayStation has previously suggested that Nintendo Switch kids often "graduate" to PlayStation, too. However, the overall console market is not growing, per most market analysts like Newzoo and Circana. As costs go up, platform holders like Sony and Xbox are having to find new places to deliver their big margin software offerings.
Indeed, this is all while Steam numbers continue to hit new records every year. Just three weeks ago, Steam rose to an astonishing 39,319,632 concurrent players online. Yesterday, they were only 200,000 under that number, which means this is an everyday thing. Forty million is coming in 2025, probably by March.
For comparison, the NFL had a record-setting Christmas day with 64 million viewers. Steam is pulling two-thirds of that every single day. That's absurd. It paints a picture more console gamers need to realize.
Forgetting about the mobile market, which is already the largest and is set to grow, PC gaming continues to grow at a steady rate that hasn't seen a decline in years. With PlayStation sales trending behind its former console, what exactly does that mean for the future of their games? The answer? That phrase everyone argues about: day and date on PC.
PlayStation moving to "day and date" PC launches is coming
I don't know why so many argue against this, but days of non-simultaneous PlayStation releases are nearing their end. Said end won't be tomorrow, but with every year, we get closer and closer. Last year, the success of Helldivers 2 pushed the company to admit it would be releasing live-service titles everywhere all at once. Tomorrow, there will be some other game that will cause Sony to rethink its strategy yet again.
I have a PlayStation 5, but I generally wait for game releases on my Windows PC. They're coming, so why not wait for them on my preferred platform? Sure, some absolute bangers might come out, but what first-party titles have there been on PlayStation that haven't come to PC as well? For 2025, we have Death Stranding 2 and Ghost of Yotei, both sequels that have already seen their predecessors come to PC. In the case of Death Stranding, Kojima Productions even launched it on Xbox for the added income.
While Sony has said they'll continue to release single-player games on PlayStation first, at what point do they experiment with one of those as well? When they do, what happens if it's a massive success? Sony has changed course multiple times already.
Going back to Horizon: Zero Dawn, it initially reached 56,000 concurrent players on Steam and was a decent success for Sony. However, Uncharted and The Last of Us Part 1 struggled by comparison. The issue with these launches comes down to a few factors, like performance and replayability, but there's one noticeable difference that can't be ignored: the launch timetable.
Uncharted took years to come to PC, where anyone who wanted to play either already had or, by that time, lost interest. The Last of Us Part 1 was a remaster of a game that was a decade old. PC gamers are used to upgrading their own experiences through mods or free updates. Why pay for something that's generally free? Unless you can get it cheap on a site like CDKeys or GreenManGaming like I did for Horizon: Zero Dawn.
It's not just game development costs going up; marketing costs are going up too. If you're spending literally tens or even hundreds of millions of dollars on marketing efforts, to obtain the best return on that investment is to ensure your game is everywhere all at once, cutting through the zeitgeist, generating conversations, and busting social media algorithms. If you launch your games on one small corner of the overall industry pie, increasingly, publishers are realizing they're simply hurting themselves. Square Enix and various other major publishers, who previously sought platform exclusivity deals, are famously now rejecting them.
PlayStation manages to make more money on other platforms every year than it did the previous year. In 2024, I would bet they almost reached a billion, if not over. In the pursuit of higher profits and better margins, it only makes sense to continue tightening that release schedule until the "day and date" PC launch become the norm. Trust me, it's closer than you think.
What do you think? Is Sony growing closer to day and date on PC? What about games coming to other platforms like Nintendo Switch 2 and Xbox Series X|S? Let us know below in the comments.
Michael has been gaming since he was five when his mother first bought a Super Nintendo from Blockbuster. Having written for a now-defunct website in the past, he's joined Windows Central as a contributor to spreading his 30+ years of love for gaming with everyone he can. His favorites include Red Dead Redemption, all the way to the controversial Dark Souls 2.
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fatpunkslim What some media and players seem to ignore is that PlayStation has fewer and fewer exclusive games, whether first-party or third-party. In fact, the situation with first-party games is quite catastrophic as there is really not much besides remasters. We can cite some games that were formerly exclusive to PlayStation and are now available on Xbox, for example:Reply
Crash Bandicoot
Spyro
Death Stranding (the sequel will follow the same path even faster)
Persona 3 Reload
Sifu
Kena
Forspoken
Metal Gear Solid HD Collection
Final Fantasy VII
Kingdom Hearts
MLB The Show
Nioh
etc...On the Xbox side, most of the licenses were already multiplatform before their acquisition, but 99% of the historical and new licenses have remained exclusive. Xbox factually has more exclusive games than PlayStation currently, and 2025 will further accentuate this fact. Xbox releases more multiplatform games than PlayStation simply because Xbox has three times more studios and three times more licenses, but it also has more exclusive games for the same reasons.
Xbox will continue its hybrid strategy with fully exclusive games, temporarily exclusive games, and multiplatform games.
The problem with PlayStation is that they create very few first-party games and mostly have temporary exclusives with third-party publishers. Third-party publishers are less and less willing to dedicate their games to a single console, except for very small studios, so PlayStation has fewer and fewer exclusive games mechanically and has to spend increasingly large sums for fewer exclusive games in the end.
They are forced to turn to the PC for obvious profitability reasons, but if they took so long, it's because they know very well that their exclusivity strategy is very fragile, simply because they do not control third-party publishers and it is increasingly difficult to maintain long-term contracts. Just look at Square Enix distancing itself from PlayStation, or Kojima who bought back the Death Stranding license to have free hands.
So in fact, the situation of PlayStation releasing its games day one on PC is more precarious than it seems, and these facade declarations will not change anything. PS5 sales are worse than PS4, and 50% of PS4 players have not migrated to PS5. Conversely, the PC market is booming and will continue to do so, especially with the release of day one games on PC. -
Wolfinston85 It'll make sense to see more Sony titles coming to PC day 1, will be pleasantly surprised if we hear Wolverine getting a day 1 release for PC, but it's still something I don't necessarily see as a real possibility.Reply
Fact is, there's a lot of developers and publishers out there that are noticing the writing on the wall with how games are being made and consumed nowadays... there are less and less people finishing their titles, and there are more and more games being made; heck, just next month alone, we're getting: Kingdom Come Deliverance 2, Rift of the Necrodancer, Sniper Elite Resistance, Civ VII, AC Shadows, Avowed, and freaking Like a Dragon a Pirate Yacuzzi in Hawai.
There are simply too many games coming out for people to worry about some exclusives, no matter how good these are, or how much do people like them. I love GTA, but I'm not getting a freaking console for six -I prefer to wait the year, upgrade the PC, and eventually play it in my platform of choice-, same with Ghost of Yotei; loved Ghost of Tsushima finally coming out last year... but I am not gonna pay to buy a PS5, just to get Ghost of freaking Yotei... It seems as if Sony is also using a lot of its PC releases as a way to promote their future projects: Ghost of Tsushima gets released last year given its sequel will get released this year. Now TLOU2 is releasing this year -hopefully a good port-, given the second season of the show will also release around spring... this type of strategy seems a bit silly to me.
Eventually Sony will have to make the leap the same way Microsoft has done it, they're simply leaving too much money out of the table for them to keep this periodic game releases going; my guess is that they'll "test the waters" by releasing one of their big games to PC (such as Wolverine) and see how the game fares in sales and reaction from the players... it'll be fun watching fanboys having a meltdown; but for the industry at hand, and the vast majority of players; I think it'll be a welcome change to get a game like that day 1 with more to come after the sales increase significantly for Sony first party releases. -
fjtorres5591 Sony is 100% correct that PC is not a threat to their installed base: anybody who has been gaming on Playstation for a few (5?) years is locked in by their pass investment and (for now) pre-built gaming PCs are significantly more expensive than consoles.Reply
Consoles are entry level living room gaming boxes and between their plug and play features, low cost, and sunk library lock-in, Sony can count on 100M or so gamers to buy their wares. As long as Sony delivers a few high profile exclusives and access to the bulk of third party releases they can count on a steady revenue stream to support the rest of the company. (movies don't do too hot, for one.)
However, that value proposition is not guaranteed to last much longer.
Sony faces a confluence of trends and competitors that have been eating away at their PlayStation net profit margins. As 2024 they were running in the 6% range down from 9% in 2023. (MS as a whole runs at 45%, ABK 25%. Most game publishers run in the 15-25%range.) In a vacuum, 6% is not catastrophic (supermarkets run in the 4-5% range and consider themselves lucky; retailers. as a whole are closer to 9%) but underperforming your sector by 3-4X isn't sustainable.
Today, PlayStation is something of a Potemkin brand; all appearances and stunts, masking fundamental weakness and a weak market position. For all that Sony harps on their exclusives, 67% of their gross revenues comes from multiplatform games and 16% from their subscriptions leaving 16% for first party games, whether console only or multiplatform. (Don't forget MLB: THE SHOW runs on XBOX and Game Pass console and PC.)
So yes, Sony has a lock on their installed base but it isn't growing.
They aren't bringing in gamers locked into XBOX or Nintendo and the high end gamers on PC are more likely to go to XBOX (PLAY ANYWHERE!!) if they go "slumming" in the low end.
Sony isn't binging their games to PC out of kindness but of desperation; they need the revenues. And that need is why the PS5 PRO exists; that $800-1000 price is no accident. Most (non-Nintendo) consoles are subsidized by anything from $50-150, maybe more at launch, to secure revenues from game sales, but a mid-gen box like the PS5 Pro doesn't grow the install base (PS4 Pro and XB1X didn't) but instead serve to extract extra revenue from the faithful. So odds are the Pro isn't subsidized but is instead priced with a modest profit baked it.
The biggest danger to Sony in 2025 is no longer XBOX or even Nintendo. The imminent threat is STEAMOS and rebootable handheld PCs. How big a threat we'll see next week. Because Sony needs PC game sales to grow their revenues and fund the next wave of game they develop or payhat but those very sales on STEAM added to PC-only games and XBOX Plays Anywhere pretty much neuters the PlayStation value proposition to anybody not already locked-in to their platform.
Their installed base is the sum total of the addressable market for their games. No growth to be expected unless they change their business model the way XBOX is changing.
No, PC is no threat.
But STEAM is and they can't block it.
But they can't admit it because they need Steam to sell their games.
Lose-lose. -
fjtorres5591
The consumption part is the underwater part of the iceberg.Wolfinston85 said:It'll make sense to see more Sony titles coming to PC day 1, will be pleasantly surprised if we hear Wolverine getting a day 1 release for PC, but it's still something I don't necessarily see as a real possibility.
Fact is, there's a lot of developers and publishers out there that are noticing the writing on the wall with how games are being made and consumed nowadays... there are less and less people finishing their titles, and there are more and more games being made; heck, just next month alone, we're getting: Kingdom Come Deliverance 2, Rift of the Necrodancer, Sniper Elite Resistance, Civ VII, AC Shadows, Avowed, and freaking Like a Dragon a Pirate Yacuzzi in Hawai.
There are simply too many games coming out for people to worry about some exclusives, no matter how good these are, or how much do people like them. I love GTA, but I'm not getting a freaking console for six -I prefer to wait the year, upgrade the PC, and eventually play it in my platform of choice-, same with Ghost of Yotei; loved Ghost of Tsushima finally coming out last year... but I am not gonna pay to buy a PS5, just to get Ghost of freaking Yotei... It seems as if Sony is also using a lot of its PC releases as a way to promote their future projects: Ghost of Tsushima gets released last year given its sequel will get released this year. Now TLOU2 is releasing this year -hopefully a good port-, given the second season of the show will also release around spring... this type of strategy seems a bit silly to me.
Eventually Sony will have to make the leap the same way Microsoft has done it, they're simply leaving too much money out of the table for them to keep this periodic game releases going; my guess is that they'll "test the waters" by releasing one of their big games to PC (such as Wolverine) and see how the game fares in sales and reaction from the players... it'll be fun watching fanboys having a meltdown; but for the industry at hand, and the vast majority of players; I think it'll be a welcome change to get a game like that day 1 with more to come after the sales increase significantly for Sony first party releases.
Not only do third party games dominate PlayStation, but the lion's share of the playtime is going to live service games. That doesn't leave much room for exclusives, even acclaimed titles like SPIDER-MAN 2 and ASTROBOT. Or, ahem, FINAL FANTASY.
And if FINAL FANTASY sales disappointed Square-Enix despite the Sony exclusivity payout, how disappointed might Sony be?
Odds are there won't be more third party exclusives on any platform moving forward.
As to Wolverine or whatever sacrificial lamb is their first day and date PC release, they'll have to see what it does to their boxes. After all, an unknown number of PC gamers keep a console around for exclusives. If the PS exclusives come to PC, which version is the better buy?