What the hell do I make of this?
Yesterday EA released some rather vague subscription information about SWTOR, telling us that it has less than a million subs but substantially more than 500K. I'm guessing this means the game currently has roughly 700K subs, but whether it's 600K, 700K, or 800K ultimately doesn't matter a whole lot to the arguments you'd make about the numbers. Glass-half-empty-man would say this means the game has lost 1.4 million players in eight months, the greatest bleedout in MMO history (putting aside the fact that few MMOs have ever had that many players to lose in the first place). Glass-half-full-man would say that only four sub based MMOs in history have had more than half a million players 8 months out from launch (WoW, Lineage, Lineage II, and SWTOR being the only ones if I am not mistaken), and that only WoW has managed this feat in the west (putting aside the fact that this represents a drop of close to 70% of the players since the game launched). Both views of the glass are correct, if uninformative.
Three scenarios for the future of SWTOR, based on 1.3 millions subs in May and 0.7 million subs in July. If the decline over this period were the result of a linear trend, SWTOR would be on the gray trajectory. Blue and red represent (somewhat arbitrary) best case and worst case trajectories. I chose 100K subs for the bottom of the red line since even abysmal failures like launch AoC* and WAR have tended to level out in that neighborhood.
Since we only have four data points on the number of players in SWTOR it's pretty hard to say whether a leveling out of the current player base or a steady decline to Warhammer Online numbers is more realistic. My guess, based largely on my limited impression of populations since the server merges, would be that reality is somewhere between the blue line and the gray one, and that the game is likely settling in as the second largest sub based western MMO...at least until it goes FtP in November. X-fire numbers from July show the number of players as steady or in a very slight decline. SWTOR is no-where near the WoW challenger EA was hoping for, but it's likely still doing better than Rift, EVE, or even EQ at it's peak.
On the switch to FtP
On the glass-half-empty side of things, at the very least this announcement means that EA is not happy with the amount of money they are drawing in from subs. We still don't really know how much EA spent on SWTOR, but clearly the game took/ is taking too long to recoup that cost for even "substantially more than 500K subs" (at least 7.5 million a month in sub fees!) to seem sufficiently profitable to EA.
However, to me personally, this is very much a glass-half-full announcement. First off, the part of the game that I most like, the 1-50 leveling game and the class stories, is going to be free for everyone. That means that I probably will eventually get to see all eight class storylines, which I really doubt would have happened if I had to stay subbed long enough to play them all.
More importantly, I just don't like the "Pay $60 for a client and then $15 a month to sub" model. It's a really poor value compared to most FtP MMOs. For example, I've already spent more than twice as much on SWTOR as I've ever spent in most FtP MMOs, even ones I've played a lot like Everquest II and Wizard 101. Even in games like DDO and LoTRO where I pay the big bucks for a new expansion or set of modules every year (I own 100% of the content in both games; adventuring areas, classes, races...everything), I spend a lot less per year than I would on sub fees. Plus it isn't as if expansions to sub based MMOs are generally free, in most cases they are on top of your sub fee.
The breadth, depth, and quality of FtP MMO offerings is such that it's getting harder and harder for me to justify the expense of sub based MMOs.** "Pay only for what you want, and keep access to it forever" in my mind is a much friendlier business model than "You can't even log to check your mail unless you pay us every month." The switch of SWTOR to FtP is another nail in the coffin of the sub-fee model, and I can't say I'm shedding any tears over it.
*While if flopped hard at launch, current Age of Conan is pretty good (imo) and doing well financially by most accounts.
**I say this, and the three MMOs I'm currently playing the most are DDO, TSW, and SWTOR. I really thought SWTOR would be my last sub based MMO, but The Secret World impressed the hell out of me in during beta. Joke's on me?
I'm looking forward to trying it out. They probably would have earned more from me if they had packaged it as a series of GW-like stories, though; pay for a story, keep access forever. Now, it's going to be harder to convince me to give them money.ReplyDelete
I think the pricing structure is a bit odd too. The planets are already divided up rather nicely, it seems like they could have made more money selling non-class quests on different planets...say after the first two? Still, for players like me that don't care at all about raiding or PvP it will be a great value.Delete
I still chalk it up to irrational expectations combined with excessive development investment. They thought they could break Blizzard's golden goose.ReplyDelete
The insane hype around this game before launch really destroyed any chance it had of meeting most expectations. Anything short of WoW levels of success were doomed to be viewed as a failure by a lot of commentators. In today's crowded market, I doubt even WoW could have that level of success.Delete
@Rowan - Hard to argue with that.Delete
I still like the game a lot and plan on subbing regardless, but now all those who hate TOR have more of a reason to dump on the game.
To be honest, the most grating thing to me in this whole situation is EA's attitude. Maybe it's just me, but when I read between the lines their quotes are nuanced with defeatist or negative vibes and it almost seems like EA has given up on SWTOR already. Sometimes it takes more than a F2P switch, the heart's gotta be there too.ReplyDelete
I completely agree with you. Reading between the lines of some recent statements, EA has all but decided that unless the switch to FtP gets them into millions of players and a ton more revenue, the game is going on life support just like DAoC, WAR, and UO currently.Delete
EA has never had the mindset necessary to run a successful mid-tier MMO as near as I can tell. Google Sims Online and Motor City Online for early cautionary tales.
It is a bit interesting to see that there is all this failure and doom attitude even from EA, when their execs claimed maybe 2 years ago that they would be quite ok with 500K subscriptions and really great with 1 million.ReplyDelete
Either the costs went out of control after that, or they were simply adjusting the truthfulness of their statements.
I certainly would like to continue with some of the class stories, but other parts of the game got in the way in order to focus on that. So I am not so sure when I would try it again.
As for sub-based games with 500K+ subscribers, I am pretty sure Final Fantasy XI was at the 500K mark back when I played it, in 2004. That is Western+Japanese players, since everyone were on the same servers.
FFXI had 500K steady subs for a very long time according to what I read. Now that I think about it, they must have had more at some point if that's true. The original EQ hit 500K subs but didn't stay there for very long. It remains to be seen whether SWTOR is going to be steady more than 500K subs or is just passing through that point like AoC and WAR did.Delete
I have to admit, I'm very surprised the it went F2P this quickly. Like you and GC, I'm also concerned with EA's wording for the announcement. It does feel like there's a lack of commitment on their part, which given how they've mishandled Warhammer is not a good sign.ReplyDelete
Still, this news has actually gotten me considering playing again which I never expected after the whole transfer/name thing. If nothing else, I'd just have fun popping in occasionally to play the space battles.