Is the growing PC landscape a threat to PlayStation? Well, Sony doesn't seem fazed by it whatsoever, in new comments coming from a shareholders call.
One shareholder asked whether Sony's increased reliance on externally-made exclusives (like Rise of the Ronin and Stellar Blade) is to help boost the user transition from PS4 to PS5, and whether players might jump to PC instead. «We are in the latter half of the console cycle for the PS5, and the number of PS5 titles has been increasing,» Sony responded (translated from Japanese). «We have also confirmed internally that the transition of users from the PS4 to the PS5 is trending well.
In addition, we see users tending to purchase more software when they switch to the PS5, which we see as a positive. In terms of losing users to PCs, we have neither confirmed that any such trend is underway, nor do we see it as a major risk, so far.» So, in other words, Sony is feeling confident about PS5's position.
While the console's sales are trending slightly behind PS4, players are gradually moving up to the current console, and when they do, they're buying more games.
Software is where the company can make money back to compensate for hardware's tight margins. As for PC, Sony doesn't seem to be worried about it in the slightest, probably seeing it more as an opportunity to strengthen its software gains.