since the whole of Sony relies on the PS4's success, when sales start to show a downward trend then they will have to strategically plan the PS5 release so that revenues from the gaming division don't drop significantly and they can cover their R&D and marketing and not let the company dip into the red, it might mean a premature release, but even if system sales drop though, they make a lot on game sales too, and will continue to do so the larger their install base gets, so that's probably a bigger thing to focus their transition around, but they also don't want to release too early and allow their competitors to leapfrog their 9th gen system in terms of power and features, in some ways it's best they wait as long as they can if they can manage it, keep their cards close to their chest, see what their competitors are up to
if anything, I think Sony will focus their next plans around competing with Nintendo, while I don't think they can really go toe-to-toe with Nintendo with any portable system, I think at least attempting too will at least carry the benefit of helping split the Japanese third party developers so that Nintendo doesn't end up with a monopoly of third party Japanese support, that kind of support has kind of been the largest differentiating factor of what the PlayStation brand has over Xbox but if Nintendo steals that then the PS will just have to make due with its own first party line-up, which still has decent offerings but hasn't been as strong as they once were
maybe their next fiscal report will answer this question, frankly I'd focus their report around seeing just how much the whole of Sony relies on gaming division revenues to keep their heads above water, if the other segments have started to strengthen on their own and they don't rely as much on gaming division then Sony has an opportunity to ride out this gen a little longer, the less likely that is though the more pressing it will be not let their momentum in gaming take any hit
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