I’m reading between the lines a bit here, but back when I regularly attended PAX East, one of my favorite panels to attend was the video game data panel hosted by EEDAR (now a part of Circana). The games like NBA 2K, GTA, Call of Duty, or Assassin’s Creed that can regularly break $1B in revenue are the kinds of games that may sell to people like you or me on a gaming forum, but also that they can sell to the kind of person who only plays four or fewer games per year. Since then, I imagine live service games that keep you hooked on that one game in particular have only exacerbated that figure of four or fewer games per year. That’s a huge segment of the market. And I imagine that’s the customer that the market is losing on a Friday night to TikTok or OnlyFans.
I’m reading between the lines a bit here, but back when I regularly attended PAX East, one of my favorite panels to attend was the video game data panel hosted by EEDAR (now a part of Circana). The games like NBA 2K, GTA, Call of Duty, or Assassin’s Creed that can regularly break $1B in revenue are the kinds of games that may sell to people like you or me on a gaming forum, but also that they can sell to the kind of person who only plays four or fewer games per year. Since then, I imagine live service games that keep you hooked on that one game in particular have only exacerbated that figure of four or fewer games per year. That’s a huge segment of the market. And I imagine that’s the customer that the market is losing on a Friday night to TikTok or OnlyFans.