Thank you Macchi for sharing with us this data.
What was the first impression I had when I saw that graph? It was this graph from WoW:
How eerily close to Cataclysm Endwalker is.
But far more concerning is the number of "terminated" players. An explanation of the graph is in order.
The three colors of each bar add up to the number of active players. Active players are defined by having at least one achievement being registered during the data collection period.
Active players are then split into multiple categories: new, continuation, and terminated.
New means their first achievement was registered during the bar's period. Continuation means they have at least one achievement from the previous period. Terminated means there is no new achievement in the next period.
Please ignore the terminated count for the last quarter. Anyone who focuses on that is promoting hysteria. Why? Because of course, no one has an achievement registered in 2024 since it's in the future.
However, look at how the green part of the bar has grown prior to the latest period. While it was barely noticeable in Heavensward by proportion, look at how large it is in all of Endwalker. People will say: Endwalker has more players total. Yes, but by proportion, percentage of players far more people are turning inactive in Endwalker than in any prior expansion. The much loathed (according to some circles) Heavensward expansion that was apparently the bane of players had barely any termination. The bar corresponding to Gordias had next to no termination. Nor was there much termination in the 3.0-3.1 drought. Or the failure of Diadem.
In Heavensward, Stormblood, and Shadowbringers you actually notice a horizontal crescent shape in the data instead. The expansion launch bringing massive number of active players in, the slight dip, causing the graph to curve slightly downward, and an increase once again starting from the middle of the expansion's life cycle. No such crescent can be observed in Endwalker. It's a straight line down and we should be seeing an increase by now if the crescent shape is to occur.
An alternative explanation may make sense, though it is unlikely to portray the game in a good light either: perhaps those who are labeled as terminated have not actually stopped playing. They simply do next to nothing in the game and do not participate in much content at all in order to get any achievements (not even something simple like clearing Orthos to F20). We all know what these people might be doing in the game (at Quicksand) instead. So to Square Enix, these players are the same $13 to them as anyone who actually bothers to do some content.
Also, this is yet another piece of data that showed that the massive influx at the end of Shadowbringers was a fluke. The number of new players dropped sharply again in Endwalker.
We're now facing a massive decline in this game. We need CBU3 to shape up.