Let me break it down for you:
It's taken over a decade but WoW / Blizzard are not the heavy hitters they use to be, and seem to be heading to being a sideshow and a laughing stock.
WoW is still the king in the MMO space. To be a sideshow you need a game to dethrone it. There isn't one.
It's disingenuous to call a 14 year old game that is still pulling incredible numbers, a sideshow & a laughing stock.
I think you haven't been keeping up with WoW's problems. Sub losses since BFA are too recent to be reflected in last quarter's earnings. Those earning reflect BFA's box sales, which were great. Next quarter will show most of the issues since the sub losses are very recent and ongoing. Just check our own FoH thread to get a clue.
You're right, I'm not keeping up with it. And it's EXPECTED that numbers will drop a month or 2 after an expansion. It always happens in every game. Then another expansion gets hyped & released, you have another peak, etc etc.
Believe me, I played Hearthstone, you can watch the tide ebb & flow on a daily basis when that game releases an expansion. That game loses players in like a day once everyone realizes they just got conned again... but they still go back in another 3 months to get conned again. I did that shit for 3 years. Just because BFA doesn't satisfy a vocal minority doesn't mean the game is on the precipice of destruction. WoW will be around another 10 years easily.
But that isn't even the point. WoW lost most of its players over time, not recently. They don't have 10 millions subs anymore, not even close, and haven't for a long time. It's an old game, losing subs is to be expected, and they are not bringing in new players.
Why do you keep talking about 10 million subs, they havent hit that in what? 10 years? Everyone knows they don't have 10 millions subs.
All those millions of players they lost over the years plus all the new ones that they are not getting is the new market. A market willing to pay for a new western mmo. WoW is old, ugly and on life support. Gold plated life support to be sure, but they are not the future or even the present.
New western mmos are very rare, but there is still a big audience for them.
And this is the main topic. See Arden's response:
The lack of competition might give them a boost in exposure, but it's not going to give them a "win" by itself. People don't need to play MMOs. If the game sucks it won't win even if it was the only mmo on the planet. If Pantheon sucks, people will just play games that aren't MMOs. I haven't found an mmo worth playing in years, personally. I'm not going to play a shitty game just so I can be playing an mmo.
I personally don't think many of those ex-WoW players would play a game like Pantheon.
WoW is a completely different type of MMO from the EQ/Pantheons. Its a themepark MMO vs a DIY-sandbox MMO.
WoW caters to a certain demographic that Pantheon doesn't.
Those that loved WoW had a better chance at picking up Wildstar, Rift maybe even GW2. (2 of these are dead).
I dont know who Pantheon will appeal to tbh. Probably people coming from LoTR Online, or maybe Black Desert (even though BD is PvP oriented.)
If I wanted to go back to an MMO I'd probably choose GW2.
I do not want to deal with forming groups and grinding dungeons for hours on end, and I know the younger gen isn't going to gravitate to it like we did 15-20 yrs ago. That style of play is dead. Those 5million+ subs that WoW lost do not want that type of game. I will bet on it.
Pantheon is a 100-500K sub game at BEST with what we are currently seeing. Which would be incredibly successful. It'll never see mainstream popularity. It won't be a top 50 streamed game, and it won't be a game you hear about in public very often.. if ever.