Capcom expects little impact from end of physical media sales for its business

Key Takeaways

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  • Capcom expects minimal disruption from Sony stopping disc production as its revenue is already 90% driven by digital sales.
  • The company is actively using generative AI for routine development tasks like error checking and data analysis to improve efficiency.
  • Strong financial performance in the first quarter of fiscal 2026 saw net sales rise significantly, fueled by titles including Resident Evil Requiem.
  • Capcom will continue releasing physical copies alongside its fully digital future, with new game preorders already exceeding two million units for a planned 2027 launch.

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Capcom anticipates minimal impact from Sony’s cessation of PlayStation disc manufacturing in January 2028. The company stated in a Q&A session on its investor relations website that 90% of its revenue is already derived from digital channels, indicating a near-complete transition to digital platforms. Capcom executives did not provide further details or comment on the potential impact of physical media resale. The company is strategically leveraging generative AI for routine tasks in game development, such as error checking, research, and data analysis. Capcom reported strong performance for its first fiscal quarter, from April 1 to June 30, 2026. Net sales reached $430 million USD, a 54.7% increase compared to the same period last year. Game unit sales saw a significant jump of 68% over the 2025 period, with ordinary profit increasing by 81.1% year-over-year. These quarterly results were announced on August 6, 2026. Sales for Resident Evil Requiem and Pragmata exceeded expectations. The success of Resident Evil Requiem has reportedly driven increased demand for other titles in the franchise. Capcom forecasts its digital unit sales to reach a 95% market share by March 2027.

Capcom Maintains Physical Game Sales Ahead of Resident Evil Veronica Release in 2027

Despite the shift to digital, Capcom continues to release physical copies of its games, including Pragmata and Resident Evil Requiem for Xbox Series X, which can be played without requiring online access or additional downloads. Looking ahead, Resident Evil Veronica is slated for release in 2027 and has already garnered over two million preorders on digital storefronts. Capcom expects this positive sales momentum to continue with Resident Evil Veronica, which is also set to be released in 2027 and has accumulated over two million preorders on digital platforms.

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