"Ignore 3rd parties and imagine Nintendo starts their own GP but only for their 1st party games. Can you see how profitable they would become with 25-50m subscribers even if nobody bought a physical game ever again?" - Yes because 100% of the money would be going to them.
"EA seems more than happy with theirs at $2.50/month." - EA charges $15/month for EA Play Pro, the sub that gives you access to all there games day one. Same as UPlay+.
You are talking about profit because you say 60m subscribers means they can buy Zenimax every year, they can't because all the money from those 60m subscribers wouldn't end up in there bank account for them to spend. You even mention profit next.
"In regards to profit, 10m subs @$15 ($1.8bn/yr) is equivalent to selling 30m full price, digital, first party games every year ($60/$60)."
In terms of revenue, not profit..... $1.8 billion in gamepass sales does not give them the same money as $1.8 billion in first party software sales
It’s not our place to worry about things like this. MS has big boy accountants and teams that have a road map for GP growth and profit. It’s our job to play video games.
This is the part that really ecks me when it comes to gamepass and some Sony fans.
Its like they imagine that MS and all them other company's that's building subscription services just woke up one day and said "Hey ya know what would be great.. Making a subscription service thats going to burn money....
They have a lot of highly trained accountants that would of been looking over the numbers and seen how much money is to be made from a subscription service.
Its a long term plan and how people doesnt see subscription services becoming the norm is beyond me.
Just like with Movies, just like with Music, Gaming subscription services will be how most people will play their games as people will go where they see the best bang for their buck.