Specifically on the Star Wars news, Pachter noted, “We believe the free-to-play option and lower retail price will combine to significantly increase the number of Star Wars players by the end of the year as the two largest barriers to entry for potential Star Wars gamers (apart from an appreciation for the franchise and PC gaming) have been significantly reduced or eliminated.”
“We expect the network effect to augment the number of gamers further. In the long-term, we believe the adjustments will result in incremental revenue and earnings growth as high-margin Cartel Coin purchases by a much larger pool of gamers and additional advertising generate more revenue than was lost through declining subscription fees and the lower MSRP.”
Ultimately, Pachter believes that Star Wars now has the potential to “attract at least 10 million MAUs indefinitely, with upside to perhaps 50 million.” He added, “Thus, we believe that contribution from the model shift could be significant for years to come.”
MAU is industry jargon for “Monthly Active Users”. Given that Blizzard just announced they had dropped t0 9.1m users globally, that is a fairly bullish prediction of market domination from Pachter, who went on to state that whipped cream is a perfectly cromulent floor cleaner, crunch is really good for you and builds character, and that Ratt’s “Lay It Down” was the greatest song the 20th century ever produced.