And yet, I don't see how 50 million persons will be subbed to gamepass at $15 or even more per month if they want the quality of games on offer to increase. Sony and Nintendo will have their own sought after exclusives and highest rated games. Epic will continue to look for first dibs over steam. Steam might eventually fight back. Google will back someone soon since Stadia shows that XCloud could be in trouble or not viable anytime soon. It's funny, but out of all these services. PSNOW is the only profitable one....It's so ironic......
Sony does not have to react to anything. If anything MS's announcements is a reaction to Sony's strong first party studios and maybe they had suspicion that Sony was going after Konami IP's, going after many timed exclusives and may even purchase a studio or two as well. The only thing to be mindful of is that Sony's recent or exclusive deals are going to impact PS5 now or almost immediately.....
Spiderman, Demon Souls if they buy Bluepoint, means a portinghouse for any of their older games. FF lands soon enough, Silent Hill rumors and GTA rumors are still viable. People talk about IP's but Sony has a tonne of them in all genres to go against any big publisher MS can buy, they may just need a few studios to work on them....Sony has so many IP's they can reboot..
Socom, Primal, Extermination, Warhawk, Syphon Filter, Heavenly Sword, since they already shares in Square, a purchase is quite viable where they can now double down and redo vagrant story, chrono cross, brave fencer or ergheiz and do sequels as necessary. I think they have a tonne of genres they can re-ignite. Ape Escape is certainly another...
And of course that's a toll order for them...People keep saying, they intend to put gamepass on all devices, cool, good ambition, but just be aware that gamepass will not be coming to PS and IOS anytime soon. People taking to gamepass and xcloud over competing stores and online services is no forgone conclusion of success...