Key insights
- The author argues that Sony and Microsoft will disproportionately benefit from GTA 6's initial console exclusivity due to increased console and game sales, and a 30% cut of each GTA 6 sale on their platforms. While Take-Two Interactive (TTWO) is the developer, the author suggests the platform holders are a better investment due to their guaranteed revenue stream without development costs. This could lead to increased revenue and user engagement for Sony and Microsoft.
Why is no one talking about how GTA 6 for the first couple years being ONLY available on XBOX and Playstation both of which are own by Microsoft and Sony and will be getting 30 PERCENT of every sale of GTA 6 without spending a cent on developing GTA 6. Everyone is focusing in on TTWO when the real money makers are going to be the two platforms who will see a HUGE increase in players and active users and a huge jump in not only console sales but game sales. And if GTA 6 flops these players will continue to buy other games on the XBOX and Playstation store. Is everyone forgetting that GTA 6 will be exclusive to XBOX and Playstation for 1-3 years before coming to PC? Im bullish on GTA 6 but i’m loading the boat on Sony and Microsoft the two companies that benefit without spending a cent.