The interesting bits are always hidden away.
They had an increase in users. But how many of them are for Fortnite/Rocket League/Genshin Impact type F2P games, how many are there for the free game and how many are there as actual customers buying games outside of voucher season. I would heavily lean towards option 1 being the case.
So 300 million. If we guess at an average game price of $30 (probably skews lower than that). That would be 10 million games sold last year. But look at Days Gone, we are reliably told that has sold 1 mill copies on steam alone last year. Valheim did the same in it;'s first week as well. Loop Hero sold 1 million last year as well. Forza Horizon sold well, Halo Infinite sold well, and so on. With the exception of Valheim they are all $40+ games as well. Now before anybody says/asks, yes that is a number pulled from my ass. But I am working on the principle that the have been working Ubi for a while, SE is the master of fucked up pricing, and so on. Even 20 million games sold isn't that impressive.
That then ignores the fact that the 300 mill figure is spent on third party games. So going forward you would think they would take 12% of that 300 mill. But they had to pay for those deals. I am guessing that, because of the big fortnite bucks, they have written that off as the cost of doing this business. However realistically, in any other store, that would come out of the 300 million. So yeah, that number gets less impressive each time I look at it.
