Sony shares have risen by about 8.6% since July 1, even as the PlayStation disc reaction continues for the sixth day without any response from the company.
The “Don’t Kill the Disc” movement now includes a six-figure petition, protest posts competing with GTA 6 trailer views, and eight community notes accusing Sony of misleading sales data.
Investors are rewarding the all-digital pivot
Sony confirmed on July 1 that it would do so Stop making physical discs for new PlayStation games starting in January 2028. Investors welcomed the plan almost immediately. Sony shares listed in Tokyo have risen by about 8.6% since the announcement. US-listed stocks added nearly 6% over the same five sessions on the New York Stock Exchange.
The market logic seems simple. Every digital sale is made through the PlayStation Store, where Sony sets prices and maintains higher profit margins. Sony says digital formats already accounted for nearly 80% of full game sales last year.
in contrast, Take-Two stock fell In June after pre-orders for GTA 6 arrived with a disc-free box. Meanwhile, Microsoft announced plans to Cut 3200 turns on Xboxa sign of cost pressure across the console business.
PlayStation Disc Backlash has surpassed 166,000 signatures
Consumers read the same plan very differently. Change site Petition Sony’s urging to keep disc-based games alive has more than 166,000 verified signatures. The campaign launched on July 1, hours after Sony’s announcement.
Retailers and distributors are also supporting it, as an all-digital future threatens the second-hand trade and business. The signatories also recall Sony’s marketing for E3 2013, which promoted disc sharing and lifetime ownership.
Protest slogans like “Stop the digital monopoly” continue to spread across X. Sony’s July 1 post alone has surpassed 162 million views, attracting more views than the official post of the first GTA 6 trailer.
Timing fuels anger. GTA 6 launches on November 19 without a disc, and its predecessor, GTA 6 Discuss pricing It has already left players wondering about the value and ownership.
Eight community observations challenge Sony’s sales data
The PlayStation announcement post now includes eight community feedback, which X users currently rate as helpful. Many notes argue that Sony’s 78/22 split from digital to physical overstates the shift away from discs. According to the notes, this number includes downloadable content, live-service titles, and digital releases only.
One note cites leaked Insomniac data indicating much higher physical stakes for Sony’s single-player titles.
Other notes point to EU competition law and warn that digital purchases remain revocable licenses rather than proprietary goods. Sony reinforced this fear in June when it announced plans to do so Delete purchased StudioCanal movies From PlayStation accounts in September.
So far, Sony has responded to the protest with silence while the pressure grows daily. The coming weeks may reveal whether the company defends its data ahead of GTA 6’s disc-free arrival in November.
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