Overview
- Ryan Cohen told Bloomberg that Sony’s plan to stop producing new PlayStation discs in January 2028 “doesn’t matter at all,” comments first reported in mid‑July and widely published on July 16–17.
- Cohen defended the stance by pointing to GameStop’s changed mix of sales, saying software now makes up a single‑digit to low‑teens share of revenue while collectibles and trading cards are the company’s largest category.
- GameStop reported strong operating results in Q1 2026, including about $143 million in operating earnings, which executives say supports the retailer’s pivot away from relying on physical game resale.
- Cohen has pursued an unsolicited roughly $55–56 billion bid for eBay and has argued a merger would let GameStop expand into online marketplaces and collectibles at scale.
- Industry observers warn Sony’s move and likely digital‑only launches could shrink the used‑game market and complicate preservation, but GameStop’s strategy aims to reduce the company’s exposure to those risks.