Telecom and Gaming Industries Accelerate Digital Transformation

섹터 동향 | Thu Jul 02 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 sources

Shenandoah's fiber business grew while PlayStation announced the end of physical disc production for new games.

Analysis

[PlayStation] announced end of physical disc production for new games starting 2028 ^[2]

• Starting January 2028
• new games will only be sold through PlayStation Store and in digital format
• No impact on disc games released before 2028
• Consumer digital preference has significantly surpassed physical discs

[Xbox] began testing disc-to-digital feature ^[2]

• Feature to convert Xbox One and Series X/S physical games into digital
• Microsoft gaming division employees conducting internal testing
• Strengthening digital-centric strategy similar to PlayStation

[Console Industry] raised console prices amid surging AI memory demand ^[2]

• Sony PS5 Disc Edition raised from $549.99 to $649.99
• Xbox Series S 512GB model raised approximately $100 to around $500 starting August 1
• Nintendo Switch 2 raised $50 in the US starting September 1

[Shenandoah Telecommunications] secured growth in fiber business segment ^[1]

• Fiber business emerging as key earnings improvement driver
• Telecom operator trading under SHEN ticker

Sources

• [1] Shenandoah Telecommunications Company (SHEN) Gains From Its Fiber Business - Yahoo Finance
• [2] PlayStation will end physical disc production for new games in 2028 - CNBC World Markets