5 ms·

I think it’s important to note the revenue coming from mobile gamers (generally) isn’t the same revenue that Sony/MS are after here. Very different customer seg

I think it’s important to note the revenue coming from mobile gamers (generally) isn’t the same revenue that Sony/MS are after here. Very different customer segments with very different demographics. You’re right though, it seems that the mobile sector is growing and the console one has stagnated. I imagine contingent of people who spend big bucks on mobile games _probably_ wouldn’t be spending that money on AAA PS5 games otherwise.

johnnyanmac 3y ago
It can vary. Genshin Impact and Honkai Star Rail show that there certainly is a console-esque audience you can target, even with mobile style monetization. Their success does make me wonder why the West hasn't attempted something similar since the days of Infinity Blade.
- fomine3 3y ago
  It's very disappointing that big Japanese mobile and console game industry can't do what Mihoyo did. They should.
ffgjgf1 3y ago
At this point though the PC gaming market is indistinguishable from Xbox which is just a closed down Windows PC with DRM. AFAIK all Xbox games are supposed to be available on PC anyway?
- asvitkine 3y ago
  There's a difference for MS though, right? I assume it gets a cut off Xbox titles but nothing (other than cementing Windows) for sales of PC titles?
  - moogly 3y ago
    That's why they created GamePass. There's no way that's not operating at a loss right now, but they're playing the long game I suppose.
jibe 3y ago
I think it’s important to note the revenue coming from mobile gamers (generally) isn’t the same revenue that Sony/MS are after here. Just curious if you are making that comment after reading the article, or is your general opinion? Because one of the big points of the article is that Phil Spencer said they tried to by Zynga, and the major reason they want Activision is for the mobile assets. This is Spencer’s testimony quoted in the article: The deal, as we’ve talked about, expands our business to the mobile platform... the existing business that we run today as the third-place console business is a very difficult business to drive profit and margin. So the opportunity for us to expand in a meaningful way onto mobile, the world’s largest gaming platform, was really both a strategic and business opportunity behind this deal.
- joenot443 3y ago
  That's just my general opinion! That's a great point though, and tracks well with what other commenters have said. Sony/MS definitely have a very good understanding of their own market, so if they're making efforts to expand into mobile, there's clearly very good business justification.

johnnyanmac 3y ago

It can vary. Genshin Impact and Honkai Star Rail show that there certainly is a console-esque audience you can target, even with mobile style monetization. Their success does make me wonder why the West hasn't attempted something similar since the days of Infinity Blade.

fomine3 3y ago
It's very disappointing that big Japanese mobile and console game industry can't do what Mihoyo did. They should.

ffgjgf1 3y ago

At this point though the PC gaming market is indistinguishable from Xbox which is just a closed down Windows PC with DRM. AFAIK all Xbox games are supposed to be available on PC anyway?

asvitkine 3y ago
There's a difference for MS though, right? I assume it gets a cut off Xbox titles but nothing (other than cementing Windows) for sales of PC titles?
- moogly 3y ago
  That's why they created GamePass. There's no way that's not operating at a loss right now, but they're playing the long game I suppose.

jibe 3y ago

I think it’s important to note the revenue coming from mobile gamers (generally) isn’t the same revenue that Sony/MS are after here. Just curious if you are making that comment after reading the article, or is your general opinion? Because one of the big points of the article is that Phil Spencer said they tried to by Zynga, and the major reason they want Activision is for the mobile assets. This is Spencer’s testimony quoted in the article: The deal, as we’ve talked about, expands our business to the mobile platform... the existing business that we run today as the third-place console business is a very difficult business to drive profit and margin. So the opportunity for us to expand in a meaningful way onto mobile, the world’s largest gaming platform, was really both a strategic and business opportunity behind this deal.

joenot443 3y ago
That's just my general opinion! That's a great point though, and tracks well with what other commenters have said. Sony/MS definitely have a very good understanding of their own market, so if they're making efforts to expand into mobile, there's clearly very good business justification.