When Sony revealed the PlayStation 5 Pro a few months ago, some wondered just how many people would be willing to spend $700 for a marginal upgrade to the already quite powerful graphical performance of the PS5. Now, initial sales reports suggest there’s still a substantial portion of the console market that’s willing to shell out serious money for top-of-the-line console graphics.
Circana analyst Matt Piscatella shared on Bluesky this morning that the PS5 Pro accounted for a full 19 percent of US PS5 sales in its launch month of November. That sales ratio puts initial upgrade interest in the PS5 Pro roughly in line with lifetime interest in the PS4 Pro, which recent reports suggest was responsible for about 20 percent of all PS4 sales following its launch in 2016.
That US sales ratio also lines up with international sales reports for the PS5 Pro launch. In the UK, GfK ChartTrack reports that the PS5 Pro was responsible for 26 percent of all console sales for November. And in Japan, Famitsu sales data suggests the PS5 Pro was responsible for a full 63 percent of the PS5’s November sales after selling an impressive 78,000 units in its launch week alone.
Shut up and take my money
In the US, raw unit sales for the PS5 Pro were down slightly (12 percent) compared to those for the PS4 Pro’s launch month in November 2016, Piscatella writes. But the PS5 Pro still managed to bring in 50 percent more total US revenue in its launch month, owing to the PS4 Pro’s much more reasonable $400 launch price (or $533 in 2024 dollars).
Enlarge/ Notice anything missing from the one and only model of the PS5 Pro?
Sony
Here at Ars, we’ve been publicly musing about whether the world was ready for a disc-free game console since as far back as 2015. Now, though, the better question might be whether the world ever needs a new game console with a built-in disc drive at all.
Yesterday’s announcement of the PlayStation 5 Pro seemed to treat the existence of disc-based games as an afterthought. You had to be watching pretty closely during Mark Cerny’s “technical presentation” video to notice that the coming PS5 Pro is only available in a single disc-drive-free model. And you’d have to read pretty deep into the official PlayStation blog post on the subject to discover that “PS5 Pro is available as a disc-less console, with the option to purchase the currently available Disc Drive for PS5 separately.”
Want to let your Digital Edition PS5 Slim (or PS5 Pro) play physical games? An $80 snap-on disc drive can help with that.
On Microsoft’s side, things seem to be trending away from console disc drives as well. The new Xbox models the company is releasing this holiday season include the first “all-digital” edition of its top-end Xbox Series X, available for about $50 less than the standard edition. Microsoft is also introducing a new “Galaxy Black” Xbox Series X model with a disc drive this holiday season, but it will only be available “in limited quantities,” Microsoft said.
It’s hard to read too much of the disc-free console hardware trend for the moment. The original editions of the PS5 and Xbox Series X still exist with disc drives, of course. And on Sony’s side, that optional disc drive attachment exists as an important release valve for any PS5 Pro customers who want to pay more to enjoy games on discs.
But Sony’s statistics suggest there’s no need to treat physical game discs as the default anymore. Digital downloads represented 70 percent of PlayStation’s full game sales for the 2023 fiscal year (ending March 2024) and nearly 80 percent of such sales for the April to June quarter of 2024. That’s up from downloads representing 53 percent of PlayStation game sales in the 2019 fiscal year and way up from 19 percent in the 2015 fiscal year.
The number of physical console game releases continues to decline even as the number of digital game explodes.
Given trends and numbers like that, why would Sony or Microsoft think a pre-installed disc drive should even be a relevant option for any gaming console going forward? Why would a console maker assume a critical mass of consumers want to spend an extra $50 or more for a disc drive they may never use?
Why not consolidate down to a single, disc-free model as the default and relegate physical games to “needs a weird peripheral” status? The PS5 Pro’s disc-free release suggests Sony is now ready to treat disc-based gamers like virtual reality fans—a small slice of the market that needs to invest in non-standard hardware to play in their non-standard way.
Long overdue
This doesn’t mean physical games are going away soon. There’s still a sizable minority of gamers who want to own their games on physical media for valid reasons, including collectability, accessibility, and long-term preservation. Major publishers and specialist outfits like Limited Run Games will continue to cater to this market segment for the foreseeable future.
This image, like game rentals as a whole, is now a relic of a bygone era.
Console gaming now seems poised to be the next media format where physical media no longer drives the hardware market. Soon, the idea of a game console with a disc drive may seem as outdated as a laptop with a disc drive or an iPhone with a headphone jack.