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> One question I have is, is this revenue rate sustainable or it is an unnatural pump that will die out in a couple of years? The situation is better than that
by Hokusai 6y ago
> One question I have is, is this revenue rate sustainable or it is an unnatural pump that will die out in a couple of years?
The situation is better than that of toiler paper. One human being consumes the same amount of toiler paper during a pandemic that in other circumstances. So, an increase in purchases now means a decrease of purchases in the future.
For video games the increase can be real. During a pandemic, and quarantine, people needs to pass the time in some way. Movies, and video games are popular ways of doing so.
After the pandemic, thou, the need for recreation will go back to normal with the decrease of available time (corrected upwards by the amount of new players that keep on with the habit and downwards with less available income during a recession).
- hn_check 6y ago"One human being consumes the same amount of toiler paper during a pandemic that in other circumstances." Not necessarily at the personal supply level. People aren't going to workplaces, restaurants, third-places, entertainment venues, etc. These places all "shared the load", so to speak.
- dynamite-ready 6y agoI can see that being the case, but perhaps the amount of disposable time people currently have to spend with dedicated game systems, will help new users to cultivate a taste for the form that will last beyond the lockdown. At least enough to take a few users away from Netflix and Youtube permanently.
- asdkhadsj 6y ago> The situation is better than that of toiler paper. One human being consumes the same amount of toiler paper during a pandemic that in other circumstances. So, an increase in purchases now means a decrease of purchases in the future. Aren't types of toilet paper important too? I would assume the average household is literally going through more toilet paper now than before; since before they were partially using industrial toilet paper at their employers. The paper employers buy is usually not the same types that consumers buy. With that said, I don't doubt we were out of toilet paper due to hoarding. Just adding a little asterisk that it's not purely hoarding.