No one knows anything about the financials of the thing but you do know what you're getting: A unique little handheld, with 21 unique-to-the-platform indie games, at known price point, and a promise that they're gonna try to put out seasons of games.
What you might get thereafter being entirely unknown (other than it being a device-bespoke set of games for some price) is exciting.
Maybe the subscription will be too pricey to stomach. Maybe they'll go tits up. Maybe it'll be a complete commercial flop.
Maybe, on the other hand, they've already sold 100,000 devices and manage an attach rate of 65% at $5 a month and they make that million a quarter to fund games. Maybe it's $20 a 3 month season and they've got even more in their pocket.
What you might get thereafter being entirely unknown (other than it being a device-bespoke set of games for some price) is exciting.
Maybe the subscription will be too pricey to stomach. Maybe they'll go tits up. Maybe it'll be a complete commercial flop.
Maybe, on the other hand, they've already sold 100,000 devices and manage an attach rate of 65% at $5 a month and they make that million a quarter to fund games. Maybe it's $20 a 3 month season and they've got even more in their pocket.
Who knows, but I'm still excited.