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re: Kojima now partnering with XBOX on Physint
Posted on 9/10/26 at 11:03 am to imjustafatkid
Posted on 9/10/26 at 11:03 am to imjustafatkid
No you posted this
Which was absolutely proven false and was nothing but a twitter rumor.
You remind me of Hasan Piker.
quote:
The argument about physical games has ramped up ever since Sony revealed it’s ending disc production for first-party titles starting in 2028. Therefore, Insomniac’s upcoming Marvel’s Wolverine is among the few first-party games that will receive a disc moving forward.
A new report now reveals that Sony has allegedly started blocking retailers from allowing discounts for the boxed edition of Marvel’s Wolverine pre-orders.
A local store on a major digital online platform in Brazil was hit with this harsh demand by an ‘external’ party, fueling accusations from fans and experts that Sony is behind this move.
Which was absolutely proven false and was nothing but a twitter rumor.
You remind me of Hasan Piker.
Posted on 9/10/26 at 11:20 am to j1897
quote:
Which was absolutely proven false and was nothing but a twitter rumor.
Except what you quoted there isn't false. The retailer in Brazil was hit with a demand not to offer discounts. What you quoted even states these were "accusations" that Sony was responsible. It never claimed this was true, and by posting the full context of what I posted you even proved that I did not provide a link without context.
By contrast, this is what you posted on the previous page:
quote:
Xbox's New Console, Project Helix, Will Reportedly Not Have a Disc Drive; Microsoft Exploring Ways to Digitize Physical Games
sHoW mE tHe EvIdEnCe
Are you able to understand the difference between the two? What you posted is extremely misleading, what I posted provides the full context.
This post was edited on 9/10/26 at 11:23 am
Posted on 9/10/26 at 1:17 pm to Sl0thstronautEsq
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From a strictly financial perspective, I can understand Sony’s decision to divest from Physint . In a vacuum, anyway. PR and optics still matter. And right now, quite a bit.
Death Stranding 2 has sold 2.5M copies, 1.8M on PlayStation and 700K on Steam (@alineaanalytics estimates). Across those platforms, DS2 has generated $170M.
On PlayStation, about 1M of those DS2 copies were sold by the first two months (722K in June 2025 and 381K in July 2025). This – of course – is the Kojima PlayStation core. In the months after, DS2 struggled to sell over 100K, and shifted under 30K in August, with price reductions to $40 doing little to move the needle.
Death Stranding 2 has made about $129M on PlayStation, with 65% of that coming in the first two months. On Steam, 550K copies sold in the first two months (80% of its Steam total). It’s had two discounts, which again did very little.
Meanwhile, the original Death Stranding has sold about 5M copies at this point in its lifecycle – though it did have some deep discounts down to $20 in that window. To date, Death Stranding 1 has generated about $243M, with 71% on PlayStation, 25% on Steam, and 4% on Xbox.
In other words, in the decade since Death Stranding was announced at E3 2016, the two Death Stranding games have generated about $413M in revenue for Sony across platforms – with Death Stranding 2 returning less than the first (so far).
Ballpark math: word on the street is that the first Death Stranding cost about $100M to make, and the second somewhere in the $150M–$200M ballpark (longer dev cycle, COVID, and all that). Depending on marketing overhead and the opportunity cost of pulling those Guerrilla developers onto DS1, the franchise has almost certainly broken even – but not by much.
That said, Death Stranding has been a real success in China via Steam (DS1 has 27% of its Steam user base in China, while DS2 has 44%). Also, Stellar Blade, another second-party PS game, has a 46% China Steam audience.
So by moving away from Steam, PlayStation loses this Trojan horse into China. It would prefer to lock Chinese players into its own ecosystem – but PlayStation barely has an official foothold in China, so Steam was its way in.
So while an estimated return on investment of 18% to 38% does amount to several tens of millions in margin, that’s not really a lot for a company like PlayStation – not for that kind of budget. And margins are the name of the game now. And opportunity cost is a thing.
We obviously don’t know the full story, either – maybe milestones were missed, maybe Kojima was difficult to work with, maybe any number of things. But that information isn’t public, and either way, this doesn’t look great for PlayStation among core gamers. Especially right now.
Wolverine is literally out this week (and isn't reviewing great), and the backlash to the death of physical has been louder than Sony would have expected.
From a financial and margins perspective, the Physint divestiture makes sense. But there's more to a brand than those things, especially when the competition is willing to swoop in for some good PR.
Sony missed out on FromSoftware after Demon's Souls. Could this end up being another one of those moments?
Posted on 9/10/26 at 3:32 pm to Carson123987
quote:
this is a good high risk/high reward proposition,
Which is surprising b/c Asha seemed to be going in the opposite direction with wanting sure fire hits of their marquee franchises pronto. I prefer when XBox is swinging for the fences though
Posted on 9/10/26 at 4:04 pm to j1897
quote:
Nintendo(literally the worst company in the world)
YOU LEAVE REGGIE'S NAME OUT OF YOUR MOUTH!
Posted on 9/11/26 at 9:06 am to DoomGuy504
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Bloomberg: 'PlayStation Ditched Hideo Kojima’s ‘Physint’ on Budget Concerns, Missed Deadlines'
Physint was well over budget despite being years away from release
Death Stranding 1 & 2 also didn't meet PlayStation's revenue expectations
According to sources, Xbox plans to publish Physint on both PC and Xbox.
Bloomberg Article
This post was edited on 9/11/26 at 9:07 am
Posted on 9/11/26 at 9:08 am to Sl0thstronautEsq
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"In addition, PlayStation was reluctant to invest hundreds of millions of dollars in another game that wouldn’t remain permanently exclusive to the company’s own hardware. Both Death Stranding games were “timed” PlayStation exclusives that were later released on other platforms. Kojima’s closely held studio, Kojima Productions, retained ownership of the franchises."
Posted on 9/11/26 at 9:41 am to Sl0thstronautEsq
quote:
"In addition, PlayStation was reluctant to invest hundreds of millions of dollars in another game that wouldn’t remain permanently exclusive to the company’s own hardware. Both Death Stranding games were “timed” PlayStation exclusives that were later released on other platforms. Kojima’s closely held studio, Kojima Productions, retained ownership of the franchises."
This seems like a shift in Sony strategy. They used to be all about using timed exclusives and permanent exclusives in conjunction to pretend they have a better library.
This post was edited on 9/11/26 at 9:42 am
Posted on 9/11/26 at 12:13 pm to Sl0thstronautEsq
called that one
Posted on 9/11/26 at 4:22 pm to sicboy
Oh boy, I'd be shocked if this game came out before 2030 
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Kojima has lost access to the Sony-exclusive Decima Engine which was used for Death Stranding 1 & 2
PHYSINT is high-concept, meant to blend film and games, and previously, Kojima was using Sony Pictures and the Sony-owned Columbia Pictures for that aspect. That’s also not happening.
Kojima's next game is OD, which is being developed with Unreal Engine 5, so maybe the team can switch engines, but this will have a big impact production costs and development time.
via: Forbes
LINK
Posted on 9/11/26 at 4:47 pm to Sl0thstronautEsq
Yeah...I really doubt Sony would be petty enough not to let him migrate the already-developed assets. That would be a huge PR nightmare for them.
Also, my understanding was that his next game was always going to be OD, which he was in partnership with XBOX on already. Maybe that was part of the contention. I'm betting Sony wanted him to prioritize their project instead.
Issuing OD first would require this to release after Sony's "no disc" moratorium regardless, which Kojima is very publicly against. I won't be shocked for interviews 10 years from now to talk about that playing a part here.
Also, my understanding was that his next game was always going to be OD, which he was in partnership with XBOX on already. Maybe that was part of the contention. I'm betting Sony wanted him to prioritize their project instead.
Issuing OD first would require this to release after Sony's "no disc" moratorium regardless, which Kojima is very publicly against. I won't be shocked for interviews 10 years from now to talk about that playing a part here.
This post was edited on 9/11/26 at 4:50 pm
Posted on 9/11/26 at 4:51 pm to imjustafatkid
quote:
Also, my understanding was that his next game was always going to be OD
Od is likely a 2028 release and Physint just got out of preproduction, so likely 2031-2032. It’s very far out.
Posted on 9/11/26 at 4:54 pm to Carson123987
quote:
Od is likely a 2028 release and Physint just got out of preproduction, so likely 2031-2032. It’s very far out.
Right on. That aligns with what I'd seen earlier but I couldn't find it again. Thanks for confirming.
Posted on 9/11/26 at 4:57 pm to Carson123987
quote:
Od is likely a 2028 release and Physint just got out of preproduction, so likely 2031-2032. It’s very far out.
I'm sure he's using UE5 for OD, but switching from Decima to UE5 for Physint is a pretty big undertaking, depending on how far along he was with Physint.
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