Sony also announced a partnership with Bandai Namco Holdings for an AI and future technology pilot. Elliot describes himself as skeptical about generative AI, by analyst standards, and sees this as a continuation of the wider business partnership between the two giants. For Elliot this is really a continuation of Sony and Bandai's 2025 partnership. That partnership, among things like "IP expansion" and "joint content development", included what Sony described as "jointly developing and operating entertainment-related technologies and services", which Elliot believes this AI pilot announcement
PS6 delays, cross-gen games, and more subscriptions - what Sony's latest financials could mean for PlayStation fans in the future… "We would like to think about various simulations, including changing business models to come up with the best solution and strategy," he said. …
… This announcement came alongside a predicted PS5 sales decrease from Sony as part of their 2026/2027 fiscal forecast , caused by memory shortages brought on by the generative AI boom. …
… Nintendo's Switch 2, which was released in June 2025 ahead of the major eruption in memory prices - driven in part by the insatiable hunger of gen-AI computing needs - had until this point remained resilient against the current cocktail of challenging economic conditions. …
… First off, AI. Within the fiscal report Sony shared its expectations that PS5 hardware sales would decrease due to the AI-driven memory shortage. …
… While not an outright step back on generative AI as a whole, it does indicate a shift away from the established strategy. …