59640Ge-hahasu
　これが1ドルアップグレードとバラ撒きの末路か。

スポンサーリンク


　今年初め（1月）、Xbox Game Passの加入者数が2500万人に達したと発表していたMS、その後は数字を明らかにしていなかった訳ですがその理由の一端が明るみに。

[英国政府: ANTICIPATED ACQUISITION BY MICROSOFT CORPORATION OF ACTIVISION BLIZZARD, INC. MICROSOFT’S RESPONSE TO THE CMA’S ISSUES STATEMENT](pdf)

4.52 The Issues Statement identifies Game Pass as having a “strong position in multi-game subscription services”. This statement overstates the current strength of Game Pass. As explained above, Game Pass is one aspect of Microsoft’s strategy to reach gamers outside of the traditional confines of consoles and buy-to-play. It is intended to offer gamers an additional option to be able to discover and consume games but it has nothing that could be described as market power today. Not least because it does not operate on a separate “market”.

4.53 Game Pass accounted for less than [0-5]% by value of digital distribution of gaming content globally ([0-5]% in the UK). Even just looking at multi-game subscription services alone, it is Sony which if anything is larger in revenues today ([30-40]% compared to [30-40]%).

4.54 Since its launch in 2017, Game Pass has gradually grown to approximately 25 million subscribers. As above, this is 10 million fewer subscribers (28%) than what was forecasted for Fiscal Year 2022.331 Much of the growth so far has come from []. [] Xbox console users account for approximately []% of subscribers across all Game Pass tiers. Over the period July 2019-July 2022, []% of Game Pass Ultimate subscribers (who are entitled to play both the Game Pass console and PC catalogue) accessed Game Pass through a PC, and [] ([]% in total) accessed Game Pass Ultimate via xCloud.

4.55 The reality is that Game Pass has no market power today. The CMA would need to show that: (a) not only is Activision content, specifically Call of Duty, important to subscription services (where it currently isn’t offered to any material degree) - but this has enough market power to “power up” Game Pass and accelerate its growth way beyond anything that Game Pass has been able to achieve to date; and (b) that this alone will undermine and weaken all other subscription services that either do not exist yet or currently do not rely on Activision content for any of their offerings. This is extremely implausible.

　雑に意訳すると、

　“問題点の指摘はXbox Game Passがゲーム遊び放題の契約型サービスで強力な地位を築いているとしているがそれは現在の状況からすると誇張。”

　“世界全体のゲームコンテンツに対するデジタル支出においてXbox Game Passは5%未満を占めているに過ぎず、ソニーの占有率の方が30-40%と大きいんだガー。”

　“2022年度のゲーパス加入者は2500万人に達したけど目標より1000万人低い、これまでの成長の多くは■■削除■■によるものでXboxユーザはその■■削除■■％を占めておりゲーパスUltimate契約者の■■削除■■％がPCからアクセスしxCloud経由では■■削除■■％。”

　“ゲーパスに現在は市場支配力がないからCMAはCoDシリーズの追加で支配力を持つって証明してみろや。”

　といった辺りでしょうか。
　取り敢えず“MSは5%未満だけどソニーは30-40%”ってPS+の加入者数からすると有り得ない話で、ゲーパスの売上高とソニーのゲーム事業のデジタル売上高全体を比べてそうですね。

　さもなくば…他に成立しうる物があるとしたらゲーパス加入者がゲーパスに対し“支出”したのは殆どがXbox Live Gold Membershipからの1ドルアップグレードとバラ撒きばかりでまともにゲーパスにお金を払っている人は殆どいない、とかその辺でしょうか。
　それでもPSプラットフォームが30-40%とはならないように思えますけどね。

FORSPOKEN(フォースポークン)
・PS5 1/24 FORSPOKEN(フォースポークン) (Amazon)
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#個別ゲーム速報
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