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I stand corrected. That said, I do remember that while the OG PS4 shipped with the Blu-Ray hardware, the PS4 would not play the Blu-Ray format. I guess at some point they started shipping a software update to support the format.

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Maybe it couldn’t for a week or two. It launched early November right? This article is from mid November saying it’s possible with the firmware update. https://www.blu-ray.com/news/?id=12614

BluRay playback was enabled in the Day One patch, which also basically contained the rest of the OS. The hardware was shipped as a brick, essentially, and the Day One patch was mandatory.

There was really no period of time where it couldn’t play movies. OP is misremembering facts to fit a conclusion they they’re reasoning backwards from.

I think you're misremembering things. PS4 was able to play blu-ray films from its day 1.

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