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Kyuu said:

Genuine question: Has it ever been confirmed that Game Pass subscriber count is "active" and not "cumulative"?

Playstation Plus at 46.3 million at the last update (down from 47.6 million) were "active" subs; hence a loss of subscribers results in a reduction of subscriber count. For all we know, Game Pass's "18 million and rapidly growing" may well be cumulative (counts "unsubscribes").

Based on the revenue data we have for Microsoft and Sony's gaming divisions, I'm not getting the sense that Game Pass is introducing any unique developments. If Game Pass's subscriber numbers get offset by a decrease in game sales, then no amount of subscribers will entice publishers to put their games on services day and date voluntarily. MS has to continue to pay them, and that may not be sustainable.

Game Pass's biggest obstacle is "time" itself. Time is a greater constraint than budget. If countless people subscribe to Game Pass, it SHOULD have an negative impact on software sales, because Game Pass is taking a lot of players' time, and time is finite. If I were as active as I was during the 6th generation (played several hundred games across 5 or 6 platforms), Game Pass would be godsent to me as a consumer, as I wouldn't have to pay a dime for 99% games I play. This saves me thousands of dollars, but it also means that the thousands I saved didn't fund the games. This is where MS has to pay in my stead.

Until MS are more clear about their gaming profits, give us detailed revenue breakdowns, and explain what they actually mean by "subscribers", no one really knows the answer to these questions.

It's active users. The previous numbers they official revealed were active at 18 million. Just like all other sub service numbers are reported.