rockstar

GameStop's diversified sales mix limits impact of Sony ending disc support

Sony will stop supporting physical PlayStation discs starting January 2028. GameStop's stock rose after the announcement as software is now a small portion of its business. For the 13 weeks ended May 2, 2026, software made up $152.7M (18.3%) of revenue, while collectibles and hardware/accessories drove the bulk of sales. The stock also reacted to CEO Ryan Cohen's renewed pursuit of eBay and his abandonment of a $35 billion pay package incentive.