What millions of new users? The Daily active user count of Steam in 2023 is less than it was in 2022 and 2021. No, it doesn't make sense and again you have no idea what PC gaming is about. Console players move to PC gaming for two main reasons, better performance in games, and PC-exclusive games/features like mods. Most major multiplayer games support cross play so why would having access to your old friends list matter? You are showing how little you know about PC gaming and gamers in general.
You're really bad at this. The number of daily users is down? Who cares? The monthly active players is significantly higher. The number of registered users continues to increase.
Crossplay is great, but needing to recreate your friends list on a new service? Not so much.
David Zaslav is the CEO of WBD so obviously, he would say that to analysts but they also lost 700k subscribers which for a monthly subscription service is bad. And to your other point, HBO already puts some of its content on Netflix as does DC. That's how you know Max is doing poorly, they have their own streaming service yet still license their content to Netflix.
The CEO of WBD can't lie about whether or not a service is profitable. He specifically cites that a loss in subscribers isn't bad because again the number of subscribers isn't what is the overall goal, profitability is the goal.. something you can't seem to understand.
Sony could run a PC storefront with a fraction of the userbase of Steam and do so profitably. Something that Epic should have considered with EGS rather than shelling out millions on free games.
There comes a time, particularly with television content that exclusivity doesn't help you, so why not license it to Netflix and others or even sell it in home video. You're really bad at this, can't mention that enough here.
That is my point it wouldn't be profitable and no just because someone would buy a Sony first-party game on Sony's PC Storefront doesn't mean they will also opt to keep buying other games on the storefront. This is what you don't seem to understand. Epic has Fortnite which is far bigger than every first-party Sony game, they also gave away big games like GTA V for free, and even with those things they haven't been able to convince enough PC gamers to buy more games through the Epic Games Store. PC gamers will just use the Epic Game Store to play Fortnite or Alan Wake II and keep buying most games through Steam, the same thing will happen with a Sony PC Storefront.
Fortnite is far bigger than every first party sony game? In what metric? It's a free to play game. It has an entirely different monetization process than almost every PlayStation game. Games built with a completely different purpose.
Again, Epic isn't profitable with EGS because they focused on the wrong thing. They could have a profitable storefront with just Fortnite alone. Genshin Impact is also exclusive to EGS.
Why Alan Wake II? Break that down and maybe you'll understand this better.
To answer your other question from your other post, the reason Roblox and Fortnite aren't on Steam is because they don't need to be. They are free to play games so no money is made when they are installed and are popular enough that someone who wants to play them will download them wherever they are. As for Minecraft, I'm not sure, all the Minecraft spin-off games are on Steam. Maybe because the game was made so long ago and after Microsoft purchased it they wanted to use it to push their store. What does any of this have to do with Sony? Sony doesn't have any games comparable to these three games.
You say Sony doesn't have games comparable to these games, and yet that's specifically what they're building in terms of GaaS games.
Helldivers 2 for example has the potential to be a multibillion-dollar franchise and will likely eventually go F2P.
Sony is looking to shift away from their normal monetization practices while continuing to make big single-player games. The more of these games they produce both collectively and individually, the more likely they are going to have a game the size of the three games I mentioned.
It's not just F2P games that are popular off of steam. Diablo 4 didn't launch on Steam and it was wildly successful.
Let's imagine Sony couldn't leverage 3rd party studios by using their royalties on PS5 and got zero 3rd party support on their PC launcher.
Their first-party PC launcher could still be profitable simply by mixing F2P PC games and B2P PC games. That being said 3rd party games do actually sell on EGS, just not enough to overcome how much Epic is spending.
Sony doesn't have to repeat that mistake. They can have a profitable storefront from day 1, simply by not over-subsidizing it and growing it organically. And they can always choose whether to put a game on Steam at launch or post launch if they think it will do better despite the lower cut, just like ABK does.
The reality is when it comes to GTA6, it's probably going to launch first T2's own PC launcher and come to steam at a later date. There is no reason for them to give up the demand to people who just want to play it and don't care what platform they play it on.