I wonder if Sony's service will really be able to get GP numbers. If compare it to Disney+ - Sony do not have globally reaching franchises or IPs that are subscription sellers. Most of their games are heavily SP skewed and the whole PS community hates subscription and online gaming in general (aside COD and FIFA of course).
I kinda agree, but only to a point. The problem for Microsoft would be that whatever sony's game pass equivalent ends up being I think will just be rolled into ps+ with a price increase, maybe called ps+ pro or whatever. Currently, there are 40 odd million PS+ subscribers, at the ~$60 per year price point. who knows how many would go up a tier to the ~$100-120 per year ps+ pro sub?
You know what, you've got me to think about it a bit more.
So ~40% of the playstation install base pays for ps+, which is multiplayer, cloud saves etc.
~2% pay for ps now, which imo is just essentially a badly executed version of game pass right now
If sony started taking ps now seriously they would only get a subset of the people who subscribe to ps+, assuming that they don't branch out to pc, which I don't see them doing to such an extent that they would have enough content to support a pc version of ps now (Yes I know you can stream the games on ps now, but no one wants that on pc)
So assuming that the ps5 install base maxes out at ~100m I guess the max for a well-run ps now would be maybe 25 million?
Sorry a bit rambly
Also African and Asian markets are potentially bigger the whole western world combined though. They are poorer, thus subs might work there - not to mention they usually don't have data caps.
yeah and I think those emerging markets are where wide appeal gaas games are going to explode, I could really see something like sea of thieves doing well in those markets. Especially if Microsoft started taking regional expansion seriously, making a large amount of regional content, with skins and specific in-game events, product tie ins would make it gain ground very quickly imo.
I think Indonesia is a market where they will do this, just in November Microsoft made a 'strategic investment' in the Indonesian e-commerce company bukalapak. Which has a really neat business. What they do is they are an online shop like your amazons of the world, but they also specialise in selling to small corner store type shops in Indonesia, offering goods at a large discount to these retailers because of their ability to buy in bulk, they support 6 million of these stores! If you want explosive growth in a region I can't think of a better way than to send a bunch of posters and free trials to all of these smaller stores.
https://news.microsoft.com/apac/202...h-microsoft-to-enhance-indonesian-e-commerce/