Gamepass Numbers

[src]

shikamaru317 said:

src said:

I was showed you higher growth isn't happening so whats the trade?

This is meme worthy, sub service model is easy to see growth for movies/tvs/music/PSN+/Prime, pretty much any service, but Gamepass is special

Half your post relies on unofficial data.

GP took 2 years to go from 10M to 18M. PSN+ grew faster than this (12-27M in 2 years) . Netflix absolutely obliterates this. They added 36M users this year while being nearly 10 times bigger than Gamepass.

The numbers don't lie. Gamepass is not showing the growth successful sub services show, in revenue or users.

That is a bald faced lie. Gamepass did not take 2 years to go from 10m to 18m, it took 9 months. Subs were at 10m on the April financial results for the quarter ending March 31 2020, and 18m on the January financial results for the quarter ending December 31 2020. That is 1.8x growth in 9 months. 

As for the rest of my post being based on unofficial data, that is because unofficial is all we have for 2021 growth, MS decided to stop posting official numbers. However, it makes logical sense that the strong growth from those previous 9 months would continue in 2021, especially since MS started spending even more money to improve Gamepass' library. In March they put Square Enix's Outriders, a AAA game, onto Gamepass day one, where it was quite successful. Then in April they followed that up with day one Gamepass on Sony's MLB The Show 21. Day One Gamepass on a 3rd party AAA game doesn't come cheap, but MS is doing it for 3 games just in 2021, Outriders, MLB The Show, and Back 4 Blood, and they have day one gamepass on even more 3rd party games in 2022 and beyond, like STALKER 2, Plague Tale 2, and Atomic Heart. Microsoft is investing big money into boosting Gamepass subscription counts as fast as possible, because the bigger it grows now, the more money they make in the future. It's a proven sales tactic, and MS has the capital to eat lower short term profits in exchange for higher profits in the future.

Again, if we look at the unofficial numbers, MS going from 10m subs March 21 2020, to "around" 30m subs late September 2021 (according to Take Two CEO Strauss Zelnick), that is roughly a tripling of subs in a year and a half, 18 months. That is faster growth than PS+ at it's fastest growth period. But comparing growth of Gamepass to PS+ or GWG doesn't make sense anyway, it's an entirely different subscription service. The selling point of PS+ and GWG was the ability to play online games, at least initially (the free monthly games were only added as a benefit later on), Gamepass is a service that is all about Games, access to a library of 419 games currently. It's an apples to oranges comparison, just like comparing it to movie/tv or music streaming services is apples to oranges.

Thanks for the correction. 10-18m in 9 months is correct. While thats a lot better, it needs multiple years of such growth, which remains to be seen.

I'm not going to comment on unofficial data.

smroadkill15 said:

src said:

A bad analysis.

Netflix pioneered streaming content ten years before Gamepass. Streaming models are more common in 2020 and customers are quicker to adopt said services thanks to Netflix.

Disney+ has 100M+ subs in less than two years.

Also please look at revenue, subs each have different pricing options. Spotify has 300M+ subs but many are free tier. Revenue is what makes the business.

This is why I showed YoY growth throughout the years

Notice, subs start with big growth usually 50%+ and then the successful ones still maintain 20-30% growth despite making billions and having 100M+ users.

Xbox is hardly moving the needle and growth is sub 20%

This shows the difference even clearer. Notice the exponential increase in revenue from everything but Xbox.

Stop talking out your ass. The growth of Game Pass is greater than 20%. It took less than a year to go from 10M-18M and you bold that comment like you're making a point lol. The only one failing at math is you. 

Revenue wise it hasn't moved the needle at all.