Summary of all Gamepass Subs data (2017-2022)

[enpleinjour]

The leaks have given us a clear picture of GP subs from 2017-22, revenue for GP and also the GP Xbox and PC split.

Here are the known slides giving us a clear breakdown:

Spoiler

This thread gives us the data points from the second graph:

Xbox Game Pass Subscriber History from July 2017 to February 2020

Graph was disclosed in one of the FTC evidence documents As this is based on pixel counting, I'll be rounding to the nearest 10,000 Year Month Subscribers as of Month Change in Subscribers 2017 July 460,000 2017 August 580,000 +120,000 2017 September 700,000 +120,000 2017...

www.installbaseforum.com

The rest of the data is calculated using data found through other documents. I've included a source for each further data point.

I reckon a good estimate pre-Starfiled is 27-8M (22-3M Xbox, 5M PC). I also estimated SF gave a sub increase of 1-1.5M in its first Q, so ~30M seems right.

This does not include MSFT's recent naming change of Gold -> GP core. As of Apr 22 there were 11.7M Gold vs 21.9M Xbox GP.

Source/Calculation	Year	Month	GP total subs	PC GP subs
Announcement	2020	March	10.00
	2020	April
PX1110	2020	May	12.40	1.30
KPI (court case)	2020	June	14.20
	2020	July
	2020	August
Announcement	2020	September	15.00
	2020	October
	2020	November
	2020	December
Announcement	2021	January	18.00
	2021	February
Bethesda closed,PX1022	2021	March	19.40	1.18
PX1240 + PC	2021	April	18.70
	2021	May
KPI (court case)	2021	June	19.52
	2021	July
	2021	August
	2021	September
	2021	October
	2021	November
	2021	December
Announcement	2022	January	25.90
	2022	February
PX1022	2022	March	24.00	3.30
PX1240 + PC	2022	April	25.20
	2022	May
KPI (court case)	2022	June	25.00
	2022	July
	2022	August
PS deposition, 159% YoY Q1 23 PC GP	2022	September	25.00
	2022	October
	2022	November
	2022	December
	2023	January
	2023	February
46% YoY MAU PC GP	2023	March		4.80
	2023	April
	2023	May
PS deposition	2023	June	32M goal

 

[Shadow of the Void]

Looks like growth flatlined in 2022. Curious to see if growth resumed any in the past 12 months.

If it still hasn't grown any, it doesn't surprise me. There's an upper limit for GP on Xbox, that being the install base of current Xbox One & Xbox Series owners & users. There's only so many people that own and use those systems that are willing and able to pay for the subscription service. At some point, growth for GP is going to have to come almost entirely from PC gamers, but they're a relatively small portion of GP subs as of last count.

 

[Bernd Lauert]

Looks like growth flatlined in 2022. Curious to see if growth resumed any in the past 12 months.

If it still hasn't grown any, it doesn't surprise me. There's an upper limit for GP on Xbox, that being the install base of current Xbox One & Xbox Series owners & users. There's only so many people that own and use those systems that are willing and able to pay for the subscription service. At some point, growth for GP is going to have to come almost entirely from PC gamers, but they're a relatively small portion of GP subs as of last count.

Copied from @Vault-Tec:

September 2020: 15M subscribers
Q1 2021 "continued momentum"
Q2 2021: growth
January 2021: 18M subscribers
Q3 2021: growth
Q4 2021: growth
Q1 2022: growth
Q2 2022: growth
January 2022: 25M subscribers
Q3 2022: growth
Q4 2022: growth
Q1 2023: growth
October 2022: PC Game Pass +159% YoY
Q2 2023: growth ("new highs")
Q3 2023: growth
April 2023: +40 countries for PC Game Pass (86 overall)
Q4 2023: growth
Q1 2024: growth

This is from the official Microsoft earnings reports.

 

[Megiddo]

Do we have data on prior Xbox Live/Gold subscriptions back in Xbox 360/Xbox One days?

I'd be curious to see the difference in Xbox consumers' subscriptions from back then to the current gen.

 

[enpleinjour]

Copied from @Vault-Tec:

September 2020: 15M subscribers
Q1 2021 "continued momentum"
Q2 2021: growth
January 2021: 18M subscribers
Q3 2021: growth
Q4 2021: growth
Q1 2022: growth
Q2 2022: growth
January 2022: 25M subscribers
Q3 2022: growth
Q4 2022: growth
Q1 2023: growth
October 2022: PC Game Pass +159% YoY
Q2 2023: growth ("new highs")
Q3 2023: growth
April 2023: +40 countries for PC Game Pass (86 overall)
Q4 2023: growth
Q1 2024: growth

This is from the official Microsoft earnings reports.

This can be quite misleading. This is YoY comparisons and may even be revenue based (rather than number of subs). So if an entire year was flat, then you wouldn't see it in the YoY comparisons till next year.

We already know from court testimony that GamePass had 0 growth (considering PC GP grew, this could even suggest Xbox GP declined) from Jan 2022 to Sept 2022

Do we have data on prior Xbox Live/Gold subscriptions back in Xbox 360/Xbox One days?

I'd be curious to see the difference in Xbox consumers' subscriptions from back then to the current gen.

Before MSFT started including PC, mobile, MC MAU, Xbox console was reaching 65M MAU.
From the leaked docs, Apr 2022 was 51.3M

Can't find much on XBL Gold numbers

 

[MegaXZero]

Copied from @Vault-Tec:

September 2020: 15M subscribers
Q1 2021 "continued momentum"
Q2 2021: growth
January 2021: 18M subscribers
Q3 2021: growth
Q4 2021: growth
Q1 2022: growth
Q2 2022: growth
January 2022: 25M subscribers
Q3 2022: growth
Q4 2022: growth
Q1 2023: growth
October 2022: PC Game Pass +159% YoY
Q2 2023: growth ("new highs")
Q3 2023: growth
April 2023: +40 countries for PC Game Pass (86 overall)
Q4 2023: growth
Q1 2024: growth

This is from the official Microsoft earnings reports.

There was also that LinkedIn leak a month ago of over 30 million IIRC.