Anyone with knowledge of Microsoft’s history as a gaming company would have perfectly good reason to wonder whether Sony’s positioned to perpetually outclass the home of Xbox when it comes to gaming. But there’s evidence to suggest that while Microsoft may sometimes fumble the proverbial ball on the micro level, its macro plays mean it could easily come out the long-term king of gaming.
“Different businesses,” said Michael Pachter, managing director at Wedbush Securities. “Microsoft is all about building subscription at any cost, Sony is all about being consistently profitable. Sony is winning now, but not over the long term.”
Sony’s PlayStation brand has had a straightforward business model: Sell consoles, sell games.