You're right, but still, Windows is owned by Microsoft, who also own PlayStation's main competitor. Phil Spencer has done a great job unifying their PC and console branches, so I think the perception is stronger than ever that PC+XBox is Microsoft's.
Big difference between Windows being a Microsoft IP and Microsoft owning the platform in the same way that Sony, Microsoft, and Nintendo own their respective console platforms.
On console platforms, the platform owner gets a share of the sales generated by ALL game sales on that platform.
On the Windows platform, Microsoft does NOT get a share of the sales generated by ALL games sales on the platform.
Thus...
- Unless Sony releases HZD in the Windows Store, this is basically 100% (OK maybe 99% if someone wants to be pedantic) not Sony releasing a title on Microsoft's platform.
- Microsoft benefits in almost no way from HZD appearing on Windows compared to if it was released on Xbox. Any additional Windows license sales due to someone not owning a Windows PC now owning a Windows PC because of HZD is a miniscule (statistically insignificant) drop in the bucket.
- Sony can release HZD in their own store, which nets them the majority of the benefits that they would get by releasing on PlayStation.
- The biggest benefit is that they retain all sales of the title.
- However, they potentially don't gain the benefit of additional platform sales revenue if the person got a PlayStation and started to buy titles on PlayStation instead of PC.
- While they might get more revenue from 1st party exclusives, they could do that by releasing on PC as well.
- As to 3rd party revenue. If someone also has a gaming PC, what are the chances they are going to now buy multiplatform games on PlayStation instead of PC? Probably slim.
- If Sony wants to maximize sales of HZD on PC, they'll want to release on Steam as well as their own storefront.
- They lose 30% of each sale, but they gain access to a far larger audience of PC buyers.
- They could release on other stores as well but expect lower sales if it isn't also on Steam.
- Microsoft still doesn't get anything from HZD (or other Sony exclusives) being on PC.
Oh, but doom and gloom if Sony starts selling games on PC.
- How many people got a console because they couldn't justify the cost of gaming on a gaming capable PC?
- None of those people are going to ditch PlayStation and get a PC.
- How many people are gaming on both a PC and PlayStation?
- Chances are these people are already playing all their multiplatform games on PC.
- This means that Sony loses nothing by selling their 1st party exclusives on PC if they only sell the title in their own store.
- If Sony sells in other stores and whether they lose money will come down to accounting.
- Does sellnig in other stores gain them more operating profit despite the loss of up to 30% of each sale? IE - if they manage to sell many more compies on another storefront they could still make more money than if they sold less titles on their own storefront while keeping 100% of each sale.
- How many people can afford to buy a gaming PC by don't game on PC choosing to instead game on PlayStation and buy all of their games on PlayStation purely because of the exclusives? Again, probably a statistically small number.
These are all things that Sony are likely looking at.
If we look at the PS4-P, I'm sure someone at Sony are weighing the pros and cons of what is the better strategy.
- Investing hundreds of millions of USD in a mid gen platform to hypothetically keep people from going to PC?
- Instead, invest a few 10's of millions of USD to port their 1st party exclusives to PC and retain revenue from those people?
Important to that discussion is data that Sony now has because of PS4-P.
- How many people that got a PS4 prior to PS4-P are still buying multiplatform titles on a PS4 platform?
- To gauge how many players moved from buying all their games on PS4 to only buying exclusives on PS4.
- How many PS4-P players are buying multiplatform titles on PS4-P?
- This gives them data on whether the PS4-P was effective in keeping players from getting a gaming PC.
- IE - for consumers that bought multiplatform games at the start of the generation on PS4, are they still buying multiplatform games on PS4-P?
That will be important for them in determining whether it's better to invest 100's of millions of USD to keep players from migrating off of PlayStation (for multiplatform game revenue) or to investigate spending say a million USD to port a game to PC?
The PC experiment, IMO, comes down to this...
- How profitable can a game be if released on PC?
- In this case, if released years after release on PlayStation.
- Does this bring any new consumers to PlayStation?
The answers to those questions will determine whether this is a one time thing, whether Sony expands on it, or whether Sony eventually adopts a similar position as Microsoft. Note that those 2 questions aren't mutually exclusive. A title could sell exceedingly well on PC and bring in new consumers to PlayStation consoles and Sony
could potentially still decide to expand upon this experiment because the revenue generated on PC was significant compared to how many
new consumers get a PlayStation. IE - if those new users continue to get all of their multiplatform games on PC, then Sony would get the same benefit by just selling the game on PC.
And all of this comes down to the same reasons, IMO, that they released the PS4-P in the first place. How do they maximize profits?
Regards,
SB