Does anyone think cloud gaming will be successful? I'm on the edge. On one hand, I think many casual gamers will embrace it. On the other hand, TWC, T, VZ may have concocted this idea to stay relevant because cable TV is dieing and they need something to drive revenue. The buzz I've heard from gamers seems to me to be more or less positive.
I don't think this will affect companies like EA or ATVI, well, unless everyone expects the games to be free. I can't imagine games like Metal Gear or Mass Effect 4 or whatever to be free to play. Also, Japanese gamers may not take to it, so there a cultural angle.
GME will get raped. Gamestop will no longer exist if cloud gaming catches on. Probably SNE and MSFT, although those companies aren't 100% reliant on gaming for income. And I'm quite sure that both will do their best to keep their IP relevant to their revenue stream.
It's going to be a whole new ball game promoting games. Because you'll load up whatever interface they have and who knows what type of layout or advertisement method they would use. You know how steam automatically opens ads after you finish playing? I wouldn't be surprised if they forced you to watch ads before you started playing. Whether it's in the game choice menu or while the content is "loading." I'm 100% certain that T, VZ, et al. will use this to their advantage. Charging publishers for "front row" ad seats and the like.
It amazes me that the recent pumping of cloud-based gaming hasn't had a seriously positive impact on the PPS of gaming companies. It is another readily accessible gaming platform that will require PC-based games. The fact that you don't have to have a PC is great, gaming machines and next generation consoles are expensive and a luxury. EA doesn't make consoles or PC's! They make the games that run on them. If Google, V, VZ, TWC, etc. decide to get into providing a new platform, EA will sell more and more games. This is fantastic news for game publishers. Terrible news for MSFT, SNE, and GME. MSFT will shrug it off and go back to there ridiculously dilluted $25 a share, SNE will get hit hard and GME will go the way of Blockbuster. That is if the world takes on the tech.
Game producers would do very well. It is merely allowing more people access to there games. I simply don't understand why there has been a negative reaction to this news, it is like investors seriously don't get it.
So how will EA's $60 game compare to hundreds of $5-$20 games? Probably not very well. I think that is the problem. Sure, I'll buy games I like for $60, but a lot of people might not, especially casual gamers. Look at games for iPhone, WP7, Droid... There are tons of games for $.99 - $10, but I always get the free ones. Why pay?