Sony shares have gained about 8.6% since July 1, even as the PlayStation disc backlash stretches into a sixth day without any response from the company.
The “Don’t Kill the Disc” movement now spans a six-figure petition, protest posts that rival GTA 6 trailer views, and eight Community Notes accusing Sony of misleading sales data.
Investors Reward the All-Digital Pivot
Sony confirmed on July 1 that it will stop making physical discs for new PlayStation games from January 2028. Investors welcomed the plan almost immediately. Sony’s Tokyo-listed shares have risen around 8.6% since the announcement. The US-listed stock added almost 6% across the same five sessions on the NYSE.
The market logic looks simple. Every digital sale runs through the PlayStation Store, where Sony sets prices and keeps higher margins. Sony says digital formats already made up close to 80% of its full-game sales last year.
In contrast, Take-Two stock fell in June after GTA 6 pre-orders arrived with a disc-free box. Meanwhile, Microsoft announced plans to cut 3,200 Xbox roles, a sign of cost pressure across the console business.
PlayStation Disc Backlash Tops 166,000 Signatures
Consumers read the same plan very differently. A Change.org petition urging Sony to keep disc-based games alive counts more than 166,000 verified signatures. The campaign launched on July 1, within hours of Sony’s announcement.
Retailers and distributors back it as well, since an all-digital future threatens trade-in and second-hand businesses. Signers also recall Sony’s E3 2013 marketing, which promoted disc sharing and permanent ownership.
Protest slogans such as “Stop the Digital Monopoly” keep spreading across X. Sony’s July 1 post alone has passed 162 million views, drawing even more views than the official post for the first GTA 6 trailer.
Timing feeds the anger. GTA 6 launches on November 19 without a disc, and the earlier GTA 6 pricing debate had already left players questioning value and ownership.
Eight Community Notes Challenge Sony’s Sales Data
PlayStation’s announcement post now carries eight Community Notes, and X users currently rate all of them as helpful. Several notes argue that Sony’s 78/22 digital-to-physical split overstates the shift away from discs. According to the notes, that figure counts DLC, live-service titles, and digital-only releases.
One note cites leaked Insomniac data suggesting far higher physical shares for Sony’s single-player titles.
Other notes cite EU competition law and warn that digital purchases remain revocable licenses rather than owned goods. Sony strengthened that fear in June when it announced plans to delete purchased StudioCanal movies from PlayStation accounts in September.
So far, Sony has answered the protest with silence while the pressure compounds daily. The coming weeks may reveal whether the company defends its data before GTA 6 arrives disc-free in November.
Bitrue