How Benzinga’s view on $SONY changed

Channel profile →This channel has 5 credited speakers: Counterpoint Research, Lion, Third party cited in the quote, Tim Melvin / Lawrence Chang, Timothy Horan (Oppenheimer)1 entry
2026-09-11Bearish
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Sony's recent strategic moves, specifically losing the Fizzant game to Microsoft, are significant missteps that weaken its competitive position relative to Xbox.

Um, Sony uh parted ways with a very big developer. Um, was that the special announcement the other day? No, the special announcement was a hoax. Um, here I'll I'll pull up what I'm talking about. that uh was a that I think is a big deal.

So they cancelled the Fizzant. Uh it's another it's an upcoming uh uh game. It's a Deo Kojima game which is a very big uh you know name in in in gaming. Uh, and Microsoft picked it up.

Oh boy. Yeah. So, your biggest competitor picked up that. That's interesting. This is a very big misstep by Sony. Very big. They seem to be making a lot of those recently, huh?

Oh, yeah. They are. They are pissing gamers off left and right. So, I don't know how great their future's going to be with all the moves they've been putting in, but Xbox, Microsoft looking looking much brighter than Sony right now.

We'll have to wait and see how that all develops.