Microsoft are committed to releasing their games on PC and Xbox. If there are two options (Xbox and PC), and consumers discount one (PC), that doesn't mean there is only one option - and that it's in some way exclusive. That's choice. That's life.
Microsoft have made accessing some of their games really easy with xCloud. So you don't even need an Xbox even if you do not intend to buy a PC.
Hence why there is a distinction between exclusive and console exclusive. Something MS started using years ago and Sony are now starting to use as well.
I don't think there is any published data on which you can confidently make this statement, and it
does not reconcile with Sony's statement on the rationale for developing PS4 Pro (and they do have data) but if want to play all of Microsoft and Sony first party exclusive games and also want to play PC games then a PS5 + PC is your best bet because all of your bases are covered.
Does it not? According to sales data PS4-P sold what?: approximately, 20% as many units as PS4? Someone will surely correct me if I got the number wrong.
Of those, how many were people that got the PS4-P just because it was a better PS4 but had Zero intentions of buying a PC? Basically what percentage of that 20% actually seriously considered getting a PC? On top of that how many people that bought a PS4-P got a PC anyway and still bought all their games, minus PS exclusives, on PC?
Obviously you and I do not know. And I doubt Sony truly knows either. It's a similar question that PC developers have wrangled with for years. If piracy didn't exist, how many more copies of games would they sell? Or to put it another since piracy does exist, how many game sales are lost to piracy? In Sony's case, the question is, since PC exists, how many sales are lost because PC exists?
One hint to the possible answers for those questions is that their experience and data with PS4-P might be what led directly to them deciding to start releasing their AAA exclusives on PC. Basically, if the data before and after PS4-P's released show zero impact on PS game sales (exclusive or otherwise) before and after PS4-P's release relative to past sales data for mid-gen PlayStation sales data, then there is no reason not to release exclusives on PC. Basically whether PC exists or doesn't exist the same split for 3rd party sales (a barometer of whether you truly picked up or lost a console buyer) would imply that you neither picked up nor lost any significant number of console buyers. Console buyers (the ones who make Sony money) being those who buy all their games, especially 3rd party games, on their console of choice versus PC buyers (the ones who don't make Sony much money) who buy all their 3rd party games on PC and only buy exclusives on console. That 3rd party licening revenue is why console's exist. So, if there was no change in 3rd party game sales post-PS4-P launch then that would indicate that it had almost zero impact WRT PC buyers.
Thus, if (hypothetical since we don't know) there is no change in 3rd party sales, you might as well maximize profits of 1st party exclusives by releasing them on PC as well.
Another way to interpret that is that due to PS4-P having little to no impact WRT the stated goal of limiting player loss to PC (similar to the argument of whether or not DRM has an impact on sales being lost to piracy), instead they'll see if releasing exclusives on PC will get people to buy a PlayStation console. But I'm skeptical of this due to one key sticking point. Those players, with some exceptions, are still likely to buy all their 3rd party games on PC, thus defeating the purpose of getting them to buy a PlayStation console (the licensing revenue from 3rd party games on console).
In either case, you want to start off slowly by testing the waters and at each step seeing the effects on your core business model, console sales and more importantly 3rd party game sales on your console. This is where things can get tricky when looking at it from the outside. It's likely, IMO, that as long as 3rd party game sales are not impacted, a reduction in console hardware sales would be seen as either acceptable or good. Why good? Because then the cost of sales for exclusive games becomes better. You then need to invest less money in order to attain the same or greater level of revenue and profits.
Currently, you have 2 types of console game buyers.
- Console gamers who buy all their 3rd party games on console.
- Exclusives gamers who only buy exclusives on console but do not buy 3rd party games on console.
In both cases the cost of sales has at the base, the cost of the console hardware (there's more to the cost of sales than just that, but at its base the console hardware is required). The question as to whether reduced console hardware sales, assuming that 3rd party console games sales were unaffected, would be good is whether that reduction in hardware console sales is worth the loss of 30% licensing on X number of 1st party games in order to sell the games on PC storefronts?
Further complicating that value assessment is the fact that you'll also sell more of your exclusive games if you also sell them on PC. So the question then becomes does reducing your investment in hardware, again assuming little to no impact on 3rd party game sales, and increasing the amount of 1st party game sales lead to revenue and profits that far exceed any loss from X percentage of 1st party game sales losing 30% revenue due to being sold through a 3rd party PC storefront?
That last bit is likely the key, IMO, to determining how Sony proceed WRT PC releases of their 1st party games.
Microsoft also had to go through this process, and their conslusion is obvious. After a few years of staggered releases of a limited number of Xbox exclusives being released on PC (similar to what Sony is currently doing), they've committed to day and date releases on PC. Basically, PC sales likely have little to no impact on 3rd party game sales on Xbox or the increase in revenue and profits far outweighed any loss in 3rd party game sales revenue on console, so there's no reason not to release 1st party games day and date on PC.
This is not to say that Sony will arrive at the same conclusion. It's entirely possible that they'll conclude that the best way forward is to stick with staggered releases. They may even conclude that not all 1st party games should be released on PC. But the possibility also exists that they'll follow in Microsoft's footsteps.
Basically the path that MS went down isn't necessarily the path that Sony will go down. But the market dynamics that prompted MS to go down this path are similar to what Sony are now experiencing. MS were first to investigate this due to a lower console install base, but the dynamics and potential benefits are similar between the two. Similar, but not the same, so they may not end up with the same conclusion.
Regards,
SB