iceberg_is_on_fire
Wearing Lions gear when it wasn't cool
Also consider that Game Pass subscriber still buys some games. In 3.2 years that subscriber has generated the same revenue as a 7 year gamer that only buys games with an attachment ratio of 11 games just off the subscription payments. The additional games they buy are extra on top of that. That customer is flat out more valuable to a company than the guy who only buys games.
There's a reason all these businesses are transitioning to subscription based pricing. For them by far it's a more superior model than all these individual transactions. In the gaming space they can shift the focus from selling games to keeping gamers engaged.
I mean 20 million in sales in impressive but that means there are like almost 100 million in a gap between the PS4s out there and that game's sales and considering it's also on PC there is another gap. If that was on a subscription service how many more people could that game reach and engage? If Game Pass has 25 million subs Forza Horizon penetrated 60% of the sub base with 15 million players. Horizon penetrated 17% of the PS4 install base.
I've theorized for the longest of time that venn diagram for most Sony first party purchases are the same people. Sony knows this by who plays the games. I would wager that there are about 70 million ps4 owners with two Sony games or less in their library. Only console that the manufacturer holds down the fort is Nintendo. Other platform holders as in Microsoft or Sony can't as they both need 3rd party support.