Seeing their P&L though never ceases to amaze me, like having $1B+ on cumulative losses with a 12% on third party revenue will never not seem risky. Excluding continuing costs, they would need over $8.3B+ in third party sales to recover their losses. By Tim's admission their profits target 5-7%, so assuming a 6%, doubles that third party sales threshold to $16.6B+ to recoup their cumulative losses.
Of course, the main way they forecast their store becoming profitable is converting games into Epic published titles, hence the shift in the mix between Store and Publisher Revenue in their gross revenue. What is even more funny is their actual costs out pace their store revenue alone, or in other words, they anticipate their costs to be more than what they make from third parties on the store, in their own dang forecast! Look at 2027 for the most extreme example in how third party store revenue shrivels and they can have higher margins since they have a lower revenue share as a publisher. Even if their agreements are generous as a publisher, I cannot help but think it is funny how they are planning on chasing after a lower revenue share model in order to become profitable and how they will likely never be called out because they have seemingly managed to PR the hell out of all of this and folks will silo the publisher and storefront efforts instead of consider them as a whole business model.
I could keep harping on this and point out a lot more on just that one page, but dang.