Some interesting analysis from Mat Piscatella about the state of the industry.
- Exclusives aren’t driving console purchases anymore, as evidenced by Forza Horizon 5 most of all.
- Nintendo would likely benefit from this too, but they’re unlikely to do so anytime soon.
- It’s too early to predict any sort of success for Switch 2, as the numbers they’re seeing right now may be little more than the supply being great enough to reach their biggest fans.
- Overall demand for gaming hasn’t gone down and has stabilized. Those dollars won’t be distributed evenly, but the enthusiasts are showing up.
EDIT: And now Sony has a job listing for someone to head an initiative to bring more games to other platforms, including Xbox and Nintendo.
Nintendo’s moat is quite a bit bigger, but they’ll likely see similar diminishing returns on that old strategy as the younger generation is just as likely to play only Roblox, Fortnite, and Minecraft. It’s not just based on what Microsoft does but how much demand there was on other platforms for their games that didn’t drive Xbox sales, and not even just that.