the company's strategy is turning a larger profit on PlayStation Network -- and yes, according to the report, Sony's planning to obtain a "new revenue stream from subscription."
Now, this doesn't necessarily mean the currently free online service will start charging its users at some point during this next year. It's far more likely that the line in the report was referring to new subscription-based features, such as the PSP rental service or one of SOE's upcoming MMOs.
We contacted Sony about the reference to PSN subscriptions, and a representative responded, saying, "We have not made any formal announcements on a subscription based service. We're looking into a variety of options." It sounds like the company has yet to set any subscription plans in stone -- or perhaps Sony's just now gauging the community's reaction to the concept of a pay-to-play PSN. If that's the case, the comments on this post could likely provide an adequate barometer for how this news would be received. But that's just our hunch ...
Source – "Media / Investor Conference - November 19th 2009" [PDF]