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A lot of people assume that subscription plans = bad for consumers. It is entirely true that could be the case. At the same time, it could go the other way. There are a lot of costs that a subscription plan eliminates:

The cost of producing the physical media
The cost of the retailer (Walmart, Best Buy, etc) getting their cut
The cost of used game retailers making money buying/selling used games
The cost of lost sales due to piracy

So potentially the video game developers can make a lot more money, while also passing along some of the above savings to the consumer. It is then the retailers who really lose. I am not saying this is how it will go, but this is how it could go. Again, it absolutely could go the other way and be a negative, but it might not. Most people view Netflix as a good deal and as being pro-consumer.