Well, let’s unpack this a bit.
First, there’s no reason to believe Hilmar wasn’t telling the truth when he said “this [June/July][1]'s MAU is the highest we have seen in five years”. But that’s actually kind of a careful statement. He’s not saying ‘this month we have the highest MAU we’ve seen in five years’. That’d be patently false. After all, we can see just from the PCU counts—more on that in a sec—that Nov 2016 was a hell of a lot more active. What he was saying was ‘we have the highest [June/July] MAU we’ve seen in five years’. Which is a very different thing.
There’s also the issue that PCU and MAU are completely different measurements. Monthly Active Users (MAU) doesn’t tell you anything about how many are online at a given time. PCU doesn’t tell you how many users were active during the month (but can give you an idea about relative activity level). When we look at EVE-Offline, we’re looking at Concurrent Users (and, by extension, PCU), but not DAU/MAU. For example, if you’ve got 100,000 users, and 500 of them login every minute on the 00:00, for exactly 45 seconds, and none of them login twice, then you’re going to need all of 200 minutes—3h 20m—to hit a DAU/MAU of 100,000, but your PCU will never exceed 500. So we’re looking at two completely different measurements there.
The other thing with MAU, though, is something Carneros (the voice in the TiS interview who clarified just what MAU/DAU means) said a few days later on… I think it was Open Comms, or maybe Push to Talk, which was along the lines of ‘If you switch from talking about Concurrent Users to MAU, you’ve already got a problem’. Carneros knows what he’s talking about. He’s a game developer, and he’s been at this a while. He’s worked on games like EQ and (gasp!) EVE Online, as CCP Zinfandel. And he’s right. Because MAU has 2 problems. #1: It’s not representative of actual user interactivity… ie: you can’t look at it and say ‘this means X people were on at any given moment and out doing things’. It just means they registered as ‘active users’ in the company’s metric, because #2: just what constitutes an ‘active user’ for MAU/DAU is entirely defined by the company.
There’s no industry standard. There’s no reference that says ‘they have to undock to count’ or ‘they have to login for at least 10 minutes’ or ‘they have to get past the character select screen’. It could even mean ‘they weren’t actually logged into the game, but they logged into the web services like the forums or account management, so they actively used their account[2]’. There’s literally no way to have any idea what it means for their activity. Now, I think it’d be pretty damned daft if CCP was using forum activity to count toward DAU/MAU, but we don’t know, and we can’t know, which is part of why ‘if you switch from talking about Concurrent Users[3] to MAU, you’ve already got a problem’.
Third, WoW Classic… that’s a deflection, and a smokescreen. Sure, there’s a new competitor in the form of a nostalgia play by the 800lb gorilla in the MMO world. So what? There’s always competition. That’s the very heart of the issue! EVE will always have to compete for attention against every single other thing you could be doing. It doesn’t matter what the literal complete list of other things the entire world can offer for your time contains, EVE has to make a credible case of ‘you will get better return on your time here’.
That’s what it has to do, WoW Classic or no WoW Classic. It’s not like WoW Classic is some major upheaval nobody could have seen coming. Everyone’s known it was coming. Any impact it has would have had to have been more or less baked into expectations in the first place, and any planned ‘chaos’ changes would always have had to have in mind ‘WoW Classic is about to come out’. So saying ‘user numbers could be affected by the release of WoW Classic’ is kinda like saying ‘user numbers could be affected by it being summer’. Sure, that’s true… but it’s also meaningless, because that was always going to be the case.
And yes, concurrent user numbers are facts, whether or not WoW Classic exists. Remember: the biggest problem with HS wardecs wasn’t ‘oh no, the children’, it was ‘people log out for a week and go do something else… then they don’t have a reason to come back’.
It takes about 7-10 days to get into a new habitual pattern of behavior. That’s it. If WoW Classic is enough to break people of the EVE habit, then EVE’s got a problem. And the problem isn’t WoW Classic, it’s how well EVE incentivizes playing EVE. Because it means there isn’t anything they feel is worth coming back to.
BTW? EVE’s got a problem.
1 I don’t actually remember which month the interview was done in, and can’t be assed to go look it up and re-listen.
2 Hey, there’s the new mobile app, too, isn’t there? That’s right, folks, login to the mobile app to check to make sure the skill queue full of 60d+ skills is ticking away, or doublecheck that your 3-month long market orders haven’t expired, and you, too could be on the MAU, despite not logging in to the game at all during August!
3 Which are, after all, at least connections to the game server.