The large console subscription services like PlayStation Plus and Game Pass have focused more on users downloading games to a console hard drive with only a minor focus on cloud delivery. Surprisingly, Nintendo is expected to be a driver of cloud delivery with a focus of having consumers pay for individual titles .....

Streaming services like Nvidia’s GeForce Now help drive demand for full-game content that can run via cloud access to a high-end PC Individual game subscriptions allow for cloud-driven events and activities that can increase the audience size far beyond traditional multiplayer games The most popular multi-game subscription services may be ones that have users bring their own game and “rent” a high-end coud PC .....

Add-on content for existing games is expected to be the biggest driver of griwth for cloud games Subscriptions to individual games such as Fortnite Crew or Roblox Premium is expected to be generate larger revenue than cloud streaming on multi-game subscription services like Xbox Game Pass .....

Cloud streaming on mobile devices is expected to be as large on PC and console combined Limited storage, processing power and increased network power will be a major driver of using cloud technology on mobile devices .....

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DFC Intelligence estimates that there are three billion people that can be classified as gamers. However, only about 10% of that number are consumers that spend significant money on high-end games and hardware. Mobile games are by far the largest segment in terms of users, but revenue per user is low. .....