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You Should Own Your Games
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this post was submitted on 20 Aug 2024
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Game pass numbers stalled out because Microsoft stalled out on adding blockbuster games since Starfield, which was poorly received. Check the numbers once the new CoD, S.T.A.L.K.E.R., ARK, Indiana Jones all get added towards the end of the year. CoD in particular will likely show the reports about them reaching full saturation to be false
They increased the price for the tier that gives you access to the likes of CoD, so I don't think this is going to grow that offering by much, if at all. I think the numbers stalled out because this (admittedly substantial) number of customers is what the market is for people who would get more value out of a subscription than buying the games outright. And besides that, I think the numbers are pointing toward the very real possibility that they'd have been better off without Game Pass.
Everyone is better off without game pass (though MS have had the capability to do it for a long time before they launched it, and that infrastructure was largely just going to waste). IMO it doesn't change that the millions that show up to buy CoD every year will be direct marketed game pass as a way to get it for $20 instead of $70 and that will be highly successful