Apple Arcade user volume nearly matches Nintendo Switch Online and Steam players
Apple continues to expand its hold on the gaming market, with a new report showing that 10% of U.S. consumers play Apple Arcade titles weekly.

Image Credit: Apple
Launched in September 2019, Apple Arcade is Apple's video game subscription service. Apple Arcade allows users to pay a flat $6.99 monthly fee to access a catalog of mobile games and features no in-app purchases or advertising.
According to Midia Research, Apple Arcade has steadily grown its fanbase. To date, about 10% of U.S. consumers access the service weekly.
The same data says that Apple's weekly player base is approximately the same as that of Nintendo Switch Online and Steam, with each having 11%. Furthermore, the report highlights that Apple's performance is twice as much as Ubisoft+ and Nvidia's GeForce Now, which have 5% and 4%, respectively.
Currently, players can access Apple Arcade titles on their iPhone, iPad, Apple TV, and Mac. However, the Apple Vision Pro will launch with over 100 Apple Arcade titles.
In 2023, Apple Arcade's Hello Kitty: Island Adventure was nominated for The Game Award's Best Mobile Game, but was ultimately beaten out by Honkai: Star Rail.
Read on AppleInsider
Comments
https://www.purexbox.com/news/2023/12/microsoft-spends-over-a-billion-dollars-a-year-bringing-content-to-xbox-game-pass
They make around $3b/year from the subscriptions (30 million subs @ $10/month - this is across console too).
https://www.gamespot.com/articles/xbox-game-pass-console-revenue-revealed-in-microsoft-activision-blizzard-legal-documents/1100-6508137/
There are a few big Mac games:
https://store.steampowered.com/macos
Baldur's Gate 3, Dota 2, Cities Skylines, Stardew Valley, Tomb Raider x 3, Arkham City, Bioshock, Broken Sword, Call of Duty Modern Warfare 3, Hitman, Layers of Fear, Mafia 3, Metro Exodus, Syberia, Splinter Cell Conviction, Witcher 1&2, Resident Evil Village & 4, Death Stranding, No Man's Sky.
^ roughly 30 individual games + iOS games that can run on Mac.
The most expensive PC Game Pass library has 450+ games ($17/month), the lowest ($10/month) has 38 games.
https://www.xbox.com/en-US/xbox-game-pass/games#pcgames
Apple likely wouldn't get 30 million subs for Mac but 5-10 million is doable. Say 5m x $7/month = $420m revenue. They'd probably have to make a loss initially if they wanted to get a decent library.
$420m / 30 games = $14m per game. Baldur's Gate 3 reportedly sold over 10m copies ($600m) so for Mac, they'd probably only allow it on a Mac subscription service for $50-100m but they could perhaps negotiate multi-year terms e.g 3 years x $30m per year.
That would get the ball rolling, then devs would start talking about how much they made on Apple Arcade and more ports would be made. If they are open to ports using the porting toolkit at runtime, that would get things moving faster.
If they commit just under $1b/year to it, they can scale it to a decent enough scale like 100-200 games and it will reach 10m Mac subs. It won't be hugely profitable but it adds value to the $30b Mac platform. If it boosts Mac sales a couple of million units at $1300 x 30% margin then it pays for itself, especially when devs start doing more AAA ports to iOS.
Apple needs to shit or get off the pot and stop dangling the carrot without a proper ending in sight.
Until then, try appreciating what is already on offer. Clearly a lot of people already do.