Survey reveals that Apple's game subscription ``Apple Arcade'' has reached the same user size as Steam and Nintendo Switch Online
Survey data from research firm
For years, we said to take games efforts of these companies seriously – now they are serious players
https://www.midiaresearch.com/blog/for-years-we-said-to-take-games-efforts-of-these-companies-seriously-now-they-are-serious-players
The number of services that distribute game apps through subscription services, such as Apple's Apple Arcade and Netflix, is increasing, but the game industry has until now been quite skeptical or cynical about such business models, saying, A common opinion was that the games provided by the service are not full-fledged game apps and cannot attract real gamers.
However, Netflix and Apple Arcade are becoming quite attractive to mobile gamers, according to MIDiA Research. Specifically, we focused not on 'how much money do games make?' but on 'how much time do users spend on them,' which has been attracting attention in the game industry in recent years, and looked at the progress of Netflix and Apple Arcade. I'm pointing it out.
MIDiA Research points out that Apple Arcade has succeeded in establishing a solid foothold in just a few years. A survey by MIDiA Research conducted in Q4 2023 revealed that 10% of American consumers use Apple Arcade weekly, which is an all-you-can-play subscription for Nintendo Switch. This is equivalent to the user size of the service Nintendo Switch Online (11%) and the PC gaming platform Steam (11%).
Compared to competing services Ubisoft's game subscription service Ubisoft + (5%) and NVIDIA's cloud game service GeForce NOW (4%), Apple Arcade's user size is approximately twice as large.
In the case of Netflix, the total number of downloads of games that Netflix users can download for free is on the rise, and according to another research firm
In addition, the variety of Netflix game apps is increasing, and notable titles are appearing one after another, such as titles from the Grand Theft Auto series and Football Manager 2024 , a popular sports game app on Apple's official app store, App Store. We are in the process of doing so. In addition, there are reports that Netflix is working on developing original AAA games , so it is clear that Netflix will continue to focus on the gaming field.
Additionally, there are reports that Netflix will begin experimenting with in-game purchases and advertising. It's not surprising to think that Netflix already has a large enough user base to squeeze gamers' time and money into gaming. Therefore, MIDiA Research points out that it is clear that Netflix will become a bigger problem for traditional game companies if it develops original games and secures more gamers.
Both Apple and Netflix have invested deep pockets to offer a variety of gaming apps as part of their subscription services. As a result, the number of users using Apple and Netflix's gaming apps is steadily increasing, and as a result, Apple and Netflix are investing more time and money into the gaming business.
MIDiA Research says, ``The more traditionally non-gaming technology companies grow in the gaming space, the stricter the terms and conditions pure gaming companies will face when seeking to partner with them in the future. ” and said that given that Apple Arcade and Netflix gaming apps will gain even more traction in the near future, the best advice is to “think about ways to foster mutually beneficial relationships and partnerships as soon as possible.” .
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