Culture Not Too Big To Fail: Games Workshop and Warhammer Stand on The Precipice

https://x.com/HMBohemond/status/1891554247428407784
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Let us all be honest with ourselves to begin with. Warhammer is not in a good spot, despite a coat of paint mimicking success.

Rising costs on already overinflated product pricing. A continuing string of bad codex releases in an unpopular edition. Nonsensical lore rewrites (as opposed to retcons) that not only add nothing, but actively detract from the quality of the setting. All atop an increasingly obtuse barrier of entry for both tabletop and the lore.

Some may ignore it, but the continued dip in sales with each financial report support it. Even if Games Workshop remains in the green at the moment, the frustration is palpable even with some of their most ardent fans. People are sticking around not out of enjoyment, but hope that it may improve. The success of the Old World has more or less carried Games Workshop in 2024, with their other products flagging due to minimal releases or apathy over bad design and writing. That success won't last forever either with the Old World's limited release scope.

However, the general belief among tabletop wargame players is that Games Workshop won't ultimately fail because it's simply always going to be number one. The classic "too big to fail" fallacy at play. In reality, however, the closer you are to the top the closer failure becomes.

Games Workshop wasn't always number one. In a time long past, FASA's tabletop mech game Battletech ruled supreme with Warhammer tailing. It took FASA's implosion as a company for Warhammer to gain the #1 spot. While Catalyst Game Labs has fumbled the tabletop license, the older releases from before Topps' acquisition of the license is still an excellent, multifaceted combined arms sci-fi wargame. I personally recommend any release up to the end of the Jihad era, when FASA fell apart.

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Pictured: Mecha punching each other. Instant neuron activation.


Meanwhile, the mid-2010's were a bad time for Warhammer. Age of Sigmar debuted and immediately fell on it's face, failing to find an audience in Warhammer Fantasy fans or attracting the kind of new fans Games Workshop wanted. Warhammer 40,000 as well was having a bad time, with 6th edition being a disaster and 7th unpopular due to poor balance. During this time, Warhammer 40k was straddled on the charts by Star Wars. With X-Wing in the #1 spot and Armada at #3.

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The consequences of bad decision making.


Once again, Games Workshop was ultimately saved not by good business decisions but rather simple luck. Star Wars, as quickly as it returned to public consciousness, used up all it's good will with fans and the public at large. Games Workshop didn't so much get first as it's opponents in the race tripped while GW limped across the finish line.

Since this time, Games Workshop and Warhammer have enjoyed an uncontested position at the number one spot once again. This has been inflated by the discovery of the game outside it's general audience due to COVID lockdowns in 2020. However, it's now five years removed and the money from bored people in lockdown is proving to be finite. Many of said newcomers already left when life returned to normal. Meanwhile, Games Workshop has grown apathetic at all levels to the desires of their fans. Catering to a small minority of tournament players in terms of rules, and an even smaller minority of ideologically captured weirdos in terms of writing. To say nothing of their continued restraining of player creativity in terms of building one's models.

Space Marine 2 and Secret Level provided shots of mainstream popularity, and it's clear Games Workshop wants wider cultural relevance. The failed streaming service Warhammer+ and the Amazon deal are proof enough of that. All the same, they lack said relevance outside these momentary boosts of recognition. With Warhammer flagging, something has to give soon.

Enter Mobile Suit Gundam, and it's upcoming tabletop game Gundam Assemble.

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The situation with Mobile Suit Gundam and Gundam Assemble almost perfectly mirrors the arrival of the Star Wars miniatures games:
  • Flagging popularity of Warhammer on tabletop
  • A fandom frustrated by poor writing and price gouging
  • A competitor in a veteran franchise perfect for a tabletop wargame
Anime and manga have been overtaking western comics and animation for a long time now. Gundam itself is essentially the Japanese equivalent to Star Wars, with 46 years of content across almost every medium imaginable. Said content is also far more accessible than Warhammer's, with entering the franchise as simple as picking an episode one to watch. Either from the continuing Universal Century of assorted Alternate Universes.

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Much easier to understand than a Horus Heresy read order.


It's also a testament to Gundam's flexibility as a franchise that it spans a breadth of themes and tones. From Universal Century's semi-hard, war torn military science fiction, to AU's like G Gundam's super robot tournament arcs, Wing's soap opera melodrama, or Build Fighters which is basically Yugioh with model kits. The clear distinction between alternate universes allows for tons of variance, while keeping each isolated as to not impede upon others. There is, in essence, something for almost everyone. With a quality that has remained more or less far more consistent than Games Workshop's efforts.

Gundam Assemble takes 46 years of Gundam's continued success and drops it into the tabletop wargaming space. While details are scarce, we can glean a few things from how Bandai-Namco, the parent company who owns Sunrise, Gundam's owners, handle model making.

Gunpla, the model kit branch of the Gundam franchise, is infinitely cheaper than Warhammer for a far greater value per box. It speaks volumes when you can buy a model mech the size of an Imperial Knight for less than half the price.

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The thing Games Workshop fears most. Competitive pricing.


As you can see, Gunpla wins easily on the pricing front and matches Games Workshop's quality. This is the philosophy which Bandai-Namco will be entering the tabletop arena, along with decades of production experience and capital. With the frustration fans have over 10th edition, and the continued dislike of Age of Sigmar, it will only take a decent ruleset to put Gundam Assemble ahead of Warhammer.

So where does this leave Games Workshop? There's one thing they can do and it's down to them on how they can achieve it:
  • Course correct on pricing, rules, and lore of their own accord. With the recent cultural mandate as the perfect justification to ensure continued success.
  • Let a competitor knock them off the number one spot, and teach them a valuable lesson about ignoring your customers and fans.
The competitor is almost here. It's just a matter of time to see which they choose. Let's hope for Games Workshop's sake they choose well.
 
People have been predicting the fall of GW for years. For those of you who don't know GW's primary business model is getting people to buy into the hobby not keeping people in it. The ideal GW customer is a mid teens to mid twenties male who will buy an army box, some extra units and some paints/books.

This makes sense as to keep someone with an army spending you need to have a constant stream of new units, books, lore and so on to keep them spending, this is not the case for newbies. New editions of 40k don't need to be good they just need to incentivize more spending.
 
I feel like if you're lore is more widely consumed than your game, you're bound to have poor sales. It's the same reason why I believe Trench Crusade will be a flop: you have a game that's more enjoyed as a setting/concept that most people won't put the time to actually buy any models and play, especially since people don't want to spend 100 dollars for around 10 minis. I don't think GW and Warhammer as a franchise will die any time soon, but I wouldn't be surprised if they downsize heavily in the next decade.
 
The writer is confusing the health of the WH40k tabletop wargame (bad) with the health of the WH40k IP (really good). GW could never release a tabletop model again and be just fine, they've licensed out the IP to pretty much every medium that exists.

No mention of Trench Crusade? It's the edgiest thing ever and trying to eat 40k (specifically Necromunda)'s lunch. I've got my Court of the Seven Headed Serpent warband all painted up and ready to crush puny mortals.
 
It's not exactly an amazing business model to shit all over your customers so is it a surprise? The IP side of things will be fine especially with the popularity of the new video game but tabletop is most likely done. Troons don't consume "problematic" materiel no matter how much it gets gutted for them.
 
Games Workshop always had a dogshit handle on what exactly make their game popular. The only thing keeping that company even remotely inflated is the dedication of thousands of pasty nerds who have a better handle on what the franchise is about than the people who made it. That's why their spergery is so potent - they dedicate more time to it than the people who make it, and aren't afraid to be salty as shit about it.

The moment GW started getting into the social justice conversation was the guillotine. Warhammer fans forgave an awful lot of bullshit from the company, who seem intent on turning the fanbase against them, with such star-studded acts as clumsily retconning lore in 40k because the Sisters of Battle weren't Spess Mahreen enough for soychilder, and Primaris Marines: a cheap method of escalation when the idea behind Space Marines was that they were the ultimate human space badasses. Now regular ass Space Marines are basically Primaris Scout Marines. Fantasy got absolutely ruined by Age of Sigmar, when they just gave up on years of stories to hit a big fucking reset button.

I never loved the tabletop game though - bored the hell out of me. It was always secondary to pretty much everything else, which means that it's probably not doing so hot. The time investment is huge and only big nerds with lots of income can afford to paint and field their little guys. Space Marine 2 is better than anything GW has done with the franchise in years and it's a blip on the radar. But they release so many games and so much media that the law of averages applies and sometimes you get Dawn of War, and then sometimes you get Dawn of War III.
 
This game and stuff like Magic seemed like a grift to me. You have to keep buying shit to play it, unlike a conventional board game where you buy it once and play forever. It's literally tabletop DLC. It's no surprise that when the economy slumps they get in trouble. People don't have spare income for this shit.

At least with something like D&D you can just make up your own stories and use whatever miniatures or bottle caps or whatever you have on hand to use as your pieces.
 
tl;dr: "We did everything wrong, how are we losing money?!"
Not only that, but they did it after watching Hasbro nuke its tabletop/D&D division over trying to make all their IPs pay-to-access AND claim ownership of any fanart they found online.

Who in turn did it all after watching WOTC nuke MTG by diversifying the characters in a fantasy universe to include more darkies and girlbosses.
 
All these game miniature companies are going to have to accept the fact their time is coming to and end

They're fighting tooth and nail to keep 3d printing out of the hobby but once it becomes common place and people can just make their own minis for pennies instead of paying hundreds of dollars for a chunk of cheap plastic what are companies like GW going to offer their customers?

Even now 3d printing is a big problem for GW, you know this because they constantly sue any site they can that lists anything even resembling one of their scuplts but it will never be enough. You cannot stomp out 3d printing piracy when everyone can do it at home.

Just ask the makers of cassette tapes how well those anti-piracy laws worked out for them.

Times change, technology advances and digging in your heels and being a little bitch about it won't stop a damn thing.

obligatory get fucked GW your company sucks ass. There are no female custodes.
 
All these game miniature companies are going to have to accept the fact their time is coming to and end

They're fighting tooth and nail to keep 3d printing out of the hobby but once it becomes common place and people can just make their own minis for pennies instead of paying hundreds of dollars for a chunk of cheap plastic what are companies like GW going to offer their customers?

Even now 3d printing is a big problem for GW, you know this because they constantly sue any site they can that lists anything even resembling one of their scuplts but it will never be enough. You cannot stomp out 3d printing piracy when everyone can do it at home.

Just ask the makers of cassette tapes how well those anti-piracy laws worked out for them.

Times change, technology advances and digging in your heels and being a little bitch about it won't stop a damn thing.

obligatory get fucked GW your company sucks ass. There are no female custodes.
It's why Privateer Press/SFG is producing 3D printed models for Warmachine MK4 with their own secret STLs. They're hanging on by their fingers still, but it's been long enough since the MK3 debacle that newbies can come in.
 
All these game miniature companies are going to have to accept the fact their time is coming to and end

They're fighting tooth and nail to keep 3d printing out of the hobby but once it becomes common place and people can just make their own minis for pennies instead of paying hundreds of dollars for a chunk of cheap plastic what are companies like GW going to offer their customers?

Even now 3d printing is a big problem for GW, you know this because they constantly sue any site they can that lists anything even resembling one of their scuplts but it will never be enough. You cannot stomp out 3d printing piracy when everyone can do it at home.

Just ask the makers of cassette tapes how well those anti-piracy laws worked out for them.

Times change, technology advances and digging in your heels and being a little bitch about it won't stop a damn thing.

obligatory get fucked GW your company sucks ass. There are no female custodes.
Is 3D printing really viable for someone casually interested in this? Newcomers are the lifeblood for these companies. 3D printers are less ubiquitous than 2D printers, and many people don't even bother to own one of those.

I think it's easier to just assume the barrier to the hobby as a whole is too expensive for newcomers.
 
As bad as GW is, I can't help but rate this article with forty thousand rainbows.

Just look at the local Warhammer thread, it is 90%: Oh my soy new model must buy!
What I've learned as an outsider looking in to 40k is that you can make a lot of people open their wallets with nothing more than an appealing aesthetic and 20 writers throwing world building ideas at the wall to see what sticks in the autists' minds. It's amazing what a low barrier it is to make people part with their money.
 
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