Sony's answer to 345,000 angry fans was a month of silence, then an earnings call

Sony broke the news on July 1 that new PlayStation games will stop shipping on disc via an official PlayStation blog post from its communications team, amplified by the PlayStation X account, announcing that new games will stop shipping in January 2028. The X post got 145 million views, 90,000 replies, and a rolling series of community notes challenging Sony's framing. And then the account, which normally posts every day, went quiet for nearly a week. Business Insider requested comment and reported that Sony didn't respond. When the account returned on July 7 (with a post about a wireless fight stick) Forbes ' Paul Tassi counted 2,000 replies within minutes, nearly all about the discs.

Into that vacuum poured everything else. A "Don't Kill the Disc" petition grew from about 120,000 signatures on July 6 to just over 352,000 at the time of writing. The preservation group DoesItPlay organized an August boycott week, writing that "PlayStation has never felt more disconnected from its community." Japanese video game developer Hideo Kojima said the decision made him sad and afraid for what ownership even means when "there's a server somewhere, and you only have the right to turn on the tap." Other brands piled on, and GitHub pressed an actual limited run of 1,000 CD-ROMs of people's code ("Your code is physically yours, forever. Until you lose it, let's be real"), while KFC España announced its fried chicken would now come in "fake PNG format" through the app. The anger wasn't one market's either; the petition has circulated globally. And when Sony wouldn't explain its reasoning, someone else did. Bloomberg's Jason Schreier reported the internal rationale on July 8, with again no comment from the company. So for a month, the only voice missing from the conversation about Sony was Sony's.

The company finally spoke early this morning at its earnings Q&A, through its chief financial officer, through an interpreter. And note who that is: Lin Tao is the CFO of the entire Sony group, not a PlayStation executive. No one who runs the gaming business has said a word. Her answer validated the feeling but changed nothing about the decision itself saying that games are "connected to people's fond memories in many cases. And so we understand those emotions," but "we put in a lot of thought and time, and we cautiously considered this... and we're going to cautiously move this forward." She told analysts that retail partners would get "a thorough dialogue so that we can end up in a win-win situation," and added everything we need to know about whether the decision will be reversed which is: "At this point, we are not seeing any impact on our business." Sony also disclosed that 82 percent of full-game sales this quarter were digital so the outrage hasn't touched revenue and Sony's silence was a bet that it wouldn't.

None of which means Sony got this wrong. The decision itself makes sense by every number we can see, and even the early silence was defensible too in my opinion; transitions like this often burn hot and burn out, and no message is going to satisfy people you're not going to give what they want.

But two things have now changed; this has stopped being a format story and now it's an ownership story about what customers get to keep, and those don't tend to burn out, they compound. And the opposition built a timeline in the form of a petition with milestone counts and a boycott with dates generate coverage on a schedule Sony doesn't get to control.

The evolution needs to shift now to changing the subject. Because the real question being asked by customers was never "why are you killing discs?" -- it's "what happens to the things I buy?" And Sony has not answered it. The format question is closed and unwinnable; but the ownership question is open, and Sony gets to be the one to define it.

What does a purchase mean on an all-digital PlayStation, how long do libraries persist, what happens when servers sunset? Right now the answer is kind of a void, and that void is why others get to write the narrative. Give the anger a policy to react to instead of a vacuum, and put at least one checkable commitment in it is one viable way forward.

Sony doesn't need to change its decision necessarily but it does need to change the subject. The boycott starts August 23 so answer the ownership question before then, and the blackout gets measured against an answer instead of another month of silence.

The ad industry's shared rulebook for brand safety just died and both sides signed off on it

The strangest lawsuit in advertising ended Wednesday the way it began: as a piece of communications.

Quick history refresher: after Musk bought Twitter, content moderation loosened and hateful posts rose on the platform. In November 2023, Musk replied "You have said the actual truth" to a post pushing an antisemitic conspiracy theory. Within days, once reporting showed major brands' ads running next to pro-Nazi content, dozens of advertisers including IBM, Disney, and Apple among them paused or pulled their spending. Many made that call using a set of shared definitions for what content is too toxic to advertise next to, which WFA (the global trade association for advertisers) had built back in 2019 with a few other industry groups and named GARM. X's argument, when it sued in 2024, was that a wave of advertisers using the same rulebook to reach the same conclusion at the same time was a coordinated boycott, and coordinated boycotts are illegal. That's the theory a federal judge rejected in March.

X and the World Federation of Advertisers announced yesterday in a joint statement that they are "putting the litigation involving the Global Alliance for Responsible Media (GARM) behind them." Each side wrote its own victory into the settlement text. X said, "WFA will not form or restart GARM or a similar initiative" i.e. the shared initiative that organized the pullback, shut down three days after the suit was filed in August 2024, stays shut down, in writing. The WFA gets its dignity clause, reiterating its "commitment to freedom of speech, a principle first included in WFA's founding constitution back in 1953."

Here's what that leaves those of us responsible for a brand's reputation and risk because it's not really settled at all. The court ruled that the boycott, as X described it, broke no antitrust law but X dropped its appeal as part of this deal, so that question was never tested by a higher court, and nobody knows exactly where the line sits. And the pressure was never only this lawsuit: a House Judiciary Committee report teed the case up in 2024, and the FTC ran its own investigation into advertiser boycotts well into this year. So this particular settlement ends the litigation but it does not end the political scrutiny of advertisers who appear to move as a group.

Which means the capability has to live in your own building now, not through a trade association, because the shared rulebook is gone; GARM is dead, and WFA just promised in writing not to build anything like it again. No common definitions of what's too toxic to advertise near, no industry framework to point to, no safety in numbers.

In practice that looks like three things:

  1. A written house standard for brand safety: what content you will and won't let your ads run next to, built on your own values and risk tolerance, decided calmly and on paper before anything pushes you to act.

  2. A named owner and a trigger process: who calls a pause, who calls a return, on what evidence, with comms, media, and counsel in the room.

  3. And discipline about independence: make platform decisions on your own documented business rationale, and importantly with legal at the table because this case ran nearly two years on the theory that coordination itself was the offense and even winning in court doesn't make it cheap.

So for your next media-risk review, your values and your risk assessment have to be the framework now. If your brand-safety standard doesn't exist on paper in your own building, it doesn't exist at all and the next platform crisis will write it for you.

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