I wonder how many people will read this tweet wrong 😂
Interpretation 1 - gamepass is a money loser and will end at some point.
I hope people understand what Matt is saying here?
Interpretation 1 - gamepass is a money loser and will end at some point.
Interpretation 2 - gamepass isn't sustainable because it will only get bigger and grow the whole industry
We all know exactly why you, and other people, want profit numbersThose revenue growth numbers are great and all but as long as they don't Talk about profit I don't really care.
Mat's the kind of guy who clear things up and state exactly what he meant
Not all people it seems lol
I mean they will gain share market ww. The diff in hw will be more like 360/ps3 than last gen.
you don't think MS will gain marketshare this gen?I mean this is great results for sure. But I don't know how you came to that conclusion based on these number.
How is it confusing lol?
Impressive, this gen will be close.
XsX probably is the best console they ever made.
In the US they got a really good shot ! Not sure about worldwide though.
My interpretation as well. They have to continue delivering content to drive interest in their platform. I think they have a pretty good opportunity to do so with the amount of investments that they are putting into the platform but content is king for along of gamers and non-gamers. I think they will make another decent sized but not publisher sized acquisition before the year is over to continue the influx of content.I think PS5 will always continue to Outsell Series S/X, If ms get closer bc they deliver, the impact will be in minimum +2 years imo.
The first indication will maybe be at the end of 2021/early 2022 if Starfield,Halo,FH5 is for 2021 and we see a consistant significant growth for Q4 & Q1 2022.
But PS5 is really strong here in Europe and that why the difference is quite massive in global sales.
Not if the costs are going to drive even more revenue in the future......More revenue is good but really doesnt mean much if it costs grew by the same rate.
My interpretation as well. They have to continue delivering content to drive interest in their platform. I think they have a pretty good opportunity to do so with the amount of investments that they are putting into the platform but content is king for along of gamers and non-gamers. I think they will make another decent sized but not publisher sized acquisition before the year is over to continue the influx of content.
You have to invest to grow.More revenue is good but really doesnt mean much if it costs grew by the same rate.
They have Azure servers througout Europe, why would anyone suggest they are not interested in that region?Safe to say that MS/Xbox is not that interested in Europe. The demographics there do not show much potential for future growth. If anything, the bet on Xcloud points to South Asia and South East Asia being higher up on their radar (for example, their partnerships with South Korea's leading telecom)
You have to invest to grow.
They have Azure servers througout Europe, why would anyone suggest they are not interested in that region?
Not if the costs are going to drive even more revenue in the future......
I don't think we need to worry about Xbox's financial health.
You have to invest to grow.
They have Azure servers througout Europe, why would anyone suggest they are not interested in that region?
I'm not sure marketshare matters.
gaining marketshare is one thing, the ps3/xb360 scenario is another
with GP Xbox will need to take Europe seriously. cos the potential for growth with the service is there..You have to invest to grow.
They have Azure servers througout Europe, why would anyone suggest they are not interested in that region?
Xbox is poised to do much better than they did during the Xbox One era. anyone not seeing this is........ in denial?gaining marketshare is one thing, the ps3/xb360 scenario is another
Yup. I expect a couple more acquisitions. GP will need to remain well fed to enable it sustain and even surpass this growth.It's good to know the xbox division is doing well because it means more investment from MS into gaming. Their goal of AAA games every quarter is looking more and more likely now.
Nothing confusing about it, as both statements are true.
I don't disagree about the importance of 1st party titles. But I think more for NARRATIVE than for sales. (Not that sales are bad).Global charts paint a different picture. There are plenty of first party exclusives among the best performing games.
Mostly from Sony and Nintendo as of now though.
There is a reason why MS is spending billions on first party Studios to provide content for GP and the Xbox eco system. It's very important in the long-term. Halo will be massive.
Heh. Insane. If Minecraft or Teams were countries, they'd be #8 or #9 globally, about the population of Russia.140 MAU for Minecraft is bonkers. Almost 1 in 55 living humans log into Minecraft every month. Think about it.
Bonkers.
I think Matt posted that tweet to confuse and troll alot of people. Yeah we know if Gamepass doesn't grow in users, it won't grow at all. Also GP viewership continues to climb. Question alot of people and myself are asking what's the point where GP starts raising tve price. Eventually Netflix had to raise its monthly price as more competitors came into the streaming wars and Netflix producing more exclusive content. Is the GP model sustainable long-term?? Who knows, guess we'll see in 5-10 years how its doing.
The interesting thing about Game Pass is that as it grows users, it also grows its profit margin. There's a limit to its costs. It doesn't cost any more to add a user to Game Pass. The deals are already signed! The 1st party games are already being made! They're digital goods, all you do with Game Pass is change the entitlement. Eventually, you'll need to add new datacenters for streaming or delivery, but that's abstracted and led far more by the Azure team than by Xbox.Nothing confusing about it, as both statements are true.
It isn't "sustainable" in the same sense that Netflix's model isn't, and it isn't meant to be in its initial phases.
It a (probably huge) loss leader, but it is also meant to be a growth leader, and as long as it grows it'll be fine for MS to dump money in it.
There's still a huge difference between doing better than the Xbox One era (pretty much anyone will agree that the Series X/S will do better than the XB1) and doing as good as the Xbox 360/PS3 gen, which was effectively a tie when it comes to hardware sales.Xbox is poised to do much better than they did during the Xbox One era. anyone not seeing this is........ in denial?
X1 sales were up across the board in 2020 based on Phil's comments.
I am thinking some pub or dev that will help grow their PC side of things.Shit, no wonder the are munching up devs and publishers. Gamepass is going to be their bread and butter in a few years and you can see they are preparing for that. Who's next on the acquired list?
Why do you think so?Still remain uncovinced the Series consoles will be a huge sucess.
These are record results for Xbox iirc, so I'd say it's better than "solid". Especially when there was no huge first party release. Holiday will be huge, if we really get Halo Infinite, FH5 and Starfield.
The reason is the developer and their pedigree. There are a few developers out there that whenever they release a game the release date results in events. Bethesda is one of those.What is the reasoning behind the belief that Starfield is going to do gangbusters?
Then you must be pleased that Spencer said a while ago that they are running a profitable business.Not disputing either point. Just pointing out gross revenue isnt a very good metric to judge the health of the xbox division.
There's still a huge difference between doing better than the Xbox One era (pretty much anyone will agree that the Series X/S will do better than the XB1) and doing as good as the Xbox 360/PS3 gen, which was effectively a tie when it comes to hardware sales.
Is to roblox still a Xbox console exclusive?Roblox has 200M MAU. INSANE. So.. I guess I should take back what I said earlier about exclusives, huh? haha.
A virtual tie seems less likely too based on the early trajectory. I agree Xbox is almost guaranteed to gain marketshare but maybe something more like a SNES/MD scenario?I mean they will gain share market ww. The diff in hw will be more like 360/ps3 than last gen.
Yes
A lot to unpack in this post.Nothing confusing about it, as both statements are true.
It isn't "sustainable" in the same sense that Netflix's model isn't, and it isn't meant to be in its initial phases.
It a (probably huge) loss leader, but it is also meant to be a growth leader, and as long as it grows it'll be fine for MS to dump money in it.
Congratulations for the gaming industry :) Next Quarter should be another record with Bethesda part of the picture 😁