We could talk all day about how the sony franchises are all third-person story-driven single-player games, but they're critically acclaimed and they sell. God of War is about 20+ million, Spider-man 15+, Ghosts of Tsushima 10+, Horizon Zero Dawn 10+, Spider-man miles morales 6.5+, Last of Us 2 is at least 5 million. These are recent games. They have Wolverine, God of War 2 and Horizon 2 on the way. They'll be big games. Big in a way that the Microsoft games are generally not anymore. Only thing hurting Sony right now is hardware supply constraints. I just don't see any reason for Sony to panic and buy up a bunch of studios that produce games they don't need.
That's great that they sold well. It's still all the same genre that appeals only to certain gamers and to be quite frank 20+m for god of war that was released to a 100m + consoles isn't a very high sell through. It shows there are a lot of gamers who don't actually care about those games on that platform . I'd wager that those who bought god of war encompass all the other games too with fewer exceptions.