Also, there is an option to introduce a monthly fee-based acces. This would make it more commercially predictable for Fdev.
They make ~£6 million a year in ED income on their latest official figures - from all sources: game sales, Odyssey, ARX, etc.
That already seems fairly predictable - it really doesn't seem to change much month-on-month or year-on-year, looking at the graph they provided in the investor presentations.
The problem isn't that ED income isn't
predictable, the problem is that it's
predictably about half what it needs to be to sustainably fund major development.
There's two ways to solve that:
1) Get the existing players to spend twice as much each per year. There's never been a time in the game's history where that's been close to happening (the Kickstarter aside, and that really doesn't count). If there was a subscription it would probably to a large extent
substitute for existing ARX spending, so would bring in far less new income than its paper value. ... and the less frequent players would probably just quit instead.
2) Double the number of (active / new) players. There's not an obvious way to do this (it would likely require the game to be attracting players
faster than it was when it was brand new), losing the ability to develop new content for consoles makes it even tougher ... and introducing a subscription makes it even less likely.
The good news (such as it is) is that its predictable income is still higher than its (also predictable) costs, so the game is likely to continue running for a while and the biggest risk to it in the medium-term is Frontier running out of money for unrelated reasons. It just won't be developed any faster than it already is.