There have been multiple posts recently on TTWO and how GTA 6 is priced in, but here's what may not be being considered.
Every digital order of GTA6 comes with a free-month of GTA+ a $6 subscription that gives players perks like $500K a month in GTA cash and discounts on exclusive items. The catch is, you have to remember to cancel GTA+ otherwise your card will keep getting charged $6 a month.
At it's peak GTA 5 had around 15 million weekly active users, meaning the opportunity size is about a billion dollars a year in recurring high-margin revenue on GTA+.
But what we are not considering is that most of the unemployed people in our society will slap that shit on their EBT cards and use our tax dollars to pay for GTA and GTA+.
So the government takes my money through taxes, redistributes my tax dollars back to the unemployed through EBT, those unemployed people buy GTA and GTA+ on their EBT card, TTWO profits, and then I get capital gains because my tax dollars were used to boost TTWO profits.
Impossible to lose?