There are some interesting points in the
associated presentation
- for all the complaints about the cosmetic price increases and the semantics of the ship releases, the overall effect was essentially neutral to very positive in terms of income from that source (with the new ships being particularly successful)
... but...
- most of Elite Dangerous' income
still comes from new base game purchases. PDLC revenue, presumably both ARX + Odyssey, was 7x higher in Nov/Dec 24 than in Jan/Feb 24, but total revenue only doubled. The Python 2 release caused a temporary >tripling of PDLC income for a month, which had only rounding-error effects on total ED income.
- this makes it highly unlikely that PDLC makes up more than 10% of ED's income
- and ARX specifically is only a subset of that, of course
Some interesting consequences of that:
- existing players are valuable to Frontier for many reasons but their direct
financial contribution isn't really one of them (and therefore, things which only bother long-established players, which includes a lot of the bug list, might not be a high priority)
- any proposal involving "Frontier should bring in X because they could sell lots of cosmetics for it" would be a footnote in terms of game revenue even if it worked spectacularly well
-
if - and this is a very big if! - the income rate of the last two months is sustained across the remainder of ED's 11th year, then this will return ED to its pre-Odyssey levels of annual income (which would be the first though definitely not the only prerequisite to considering further large-scope paid expansions)
- even if it doesn't do that well, it should still mean that year 11 ends up as the best post-Odyssey year, which is still good news for the future
(There's also a note in there about the recent boost being in their opinion to do with both new content and narrative, which will be interesting to see what they do with)