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What could Sony's CEO mean by "changing business models"?

Coming back to Sony, Totoki also noted that the company may consider "changing business models", specifically in the context of selling the next generation of PlayStation with those above factors in mind. In the context of future consoles, Elliot pointed to two possible options Sony might take moving forward: The first is hardware financing, or subscription models: "Sony pays for the BOM - bill of materials, sorry I am an analyst - upfront," Elliot said. "Then the customer pays over 24-36 months. Microsoft has piloted this through Xbox All Access. Apple does it for iPhones. It moves the afford

PS6 delays, cross-gen games, and more subscriptions - what Sony's latest financials could mean for PlayStation fans in the future
What is Sony really doing with AI?

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

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eurogamer.net

PS6 delays, cross-gen games, and more subscriptions - what Sony's latest financials could mean for PlayStation fans in the future

… PlayStation is the lead marketing platform, and historically, Sony captures around two-thirds of multiplatform GTA install bases." If GTA 6 releases in 2026, as it's still slated to, the PS5 may even outperform these cautious estimates by Sony, but Elliot believes Sony's strategy is dependent on th… …

May 20, 2026 · Feature by Connor Makar Staff Writer