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Ryuu96 said:
Feels ambitious, ABK will "only" get them $23bn-$24bn. Suppose when XGS and Zenimax are firing on all cylinders we could add another few billion but ABK is $8bn and they're the biggest publisher on the planet so that's the ceiling for XGS and Zenimax, Lol. Lets say they added another few billion though to $26bn - $27bn. Idk man...Gaming is currently about $16bn IIRC and ABK brings it to $23bn-$24bn but they'd have to add $12bn-$13bn in 7 years. I just can't see that happening... |
They're expecting hardware to almost double and subscriptions to double.
That year would be 3rd year probably for a successor, so probably would be basically peak hardware sales.
Subscriptions seem ambitious.
They also had gaming at 18billion in the chart for 2022.
18 billion + biggest hardware year (perhaps with Series X/S continuing to sell at a discount) + Activision + continued gamepass growth... Maybe.
But it kind of feels like subscriptions everywhere in the games and movies spaces have stagnated. So that feels mighty ambitious.
