Ubisoft CEO Yves Guillemot seems largely in Sony's corner regarding the scheduled end to physical PlayStation games, going to bat for some advantages of an all-digital future.
Guillemot fielded a question about the January 2028 discontinuation of physical PlayStation games during Ubisoft's financial call earlier today.
One caller asked how Ubisoft feels about Sony's decision and if it has any worries about its direct or indirect effects, such as the end of the used games market which can enable gamers to pawn games and use those funds to buy new games.
"What we saw on the PC is that it helped to grow the market," Guillemot replies. "There's also some pressure for the future on the cost of machines, and being able to be only digital will help to have a more accessible machine, I would say. As you said, there are pluses and minuses. But we think it will not disturb, too much, the industry."
There are a couple of points to unpack here. PC gaming has been functionally digital-only for decades, and the popularity of Steam proves that a lot of people don't have a problem with digital games, even if that means licensing rather than owning them.
However, other storefronts are also available on PC, whereas PlayStation only has the PlayStation Store. Additionally, since Steam isn't built for any one hardware specification, it won't up and vanish alongside aging, unsupported hardware the way the PS3 and PS Vita stores will soon enough, and even if it did, we'd still have the likes of GOG. And as general use machines, computers make it much easier to back up and preserve games, so in digital game debates, PC and console aren't perfectly equal.
We have seen digital-only consoles used as a way to lower price points, and with AI data center-induced component droughts continually pushing platform holders to raise console prices, almost anything that can lower entry points will be welcomed as we stare down an increasingly likely $1,000 console generation. But the idea of losing physical games to the AI boom has not gone down well with many.
Digital-only PS5s are outselling disc versions today, according to analyst Daniel Ahmad – but roughly 70% of PS5s sold do have a disc drive. Likewise, many of the games that are actually available physically see much greater diversity in digital and physical sales split compared to the lopsided, collective figures that Sony touts as evidence of the shrinking physical market.
Two truths exist: physical copies are important and can sell well, and relatively few people buy physical games globally. People have already voted with their wallets in the enormous shift to digital games, but a relevant audience of physical buyers remains – it's just not relevant enough in Sony's eyes.
Nintendo is now selling some digital Switch 2 games $10 cheaper than physical versions – building out a more enthusiast market for the minority of people who do want boxes – but it's unclear how Sony's digital future could see savings handed down to players, if at all. Frankly, I wouldn't bet on it. The games industry's got multiple fires to put out and taking less money from players is generally not high on the to-do list. GTA 6 is digital-only, for instance, but it's still $80.
It's not just savings, either. Sony – and, let's not forget, publishers like Ubisoft – will earn more per copy from digital games, so it stands to earn a lot more if all game sales become digital, even if it does lose some users by abandoning discs. Obviously, this is also another reason digital PS5s are sold cheaper: Sony makes less up front, but much more off game sales, so it wants the digital option to be appealing.
