Updated
Updated · Kotaku · Aug 7
Take-Two CEO Sees Game Streaming Going Commercial in 3 Years, Expanding Install Base 10x
Updated
Updated · Kotaku · Aug 7

Take-Two CEO Sees Game Streaming Going Commercial in 3 Years, Expanding Install Base 10x

3 articles · Updated · Kotaku · Aug 7

Summary

  • Strauss Zelnick told Take-Two’s earnings call that low-latency game streaming should reach commercial viability within three years, making phones, tablets and other non-console devices practical gaming platforms.
  • Rising hardware prices prompted the forecast: Zelnick said costlier consoles are “not a good thing” because fewer people will own gaming machines, even if Take-Two still expects demand for its titles.
  • Take-Two argues streaming could materially widen its audience by lifting the effective install base as much as 10x, though Zelnick said that would not translate into a tenfold revenue jump because core players already have access.
  • The bet rests on broader industry shifts toward open systems and PC gaming, while cloud gaming has so far been held back in AAA titles by latency problems and players’ preference for traditional controls and TV setups.

Insights

Could the AI-fueled hardware shortage secretly be the catalyst that forces the gaming industry to abandon traditional consoles for cloud platforms?
With AI driving console prices to record highs, will gamers soon be forced to stream massive titles like GTA 6 just to play?