[Axios] Xbox content and services revenue grew by 0.7%, missing Nadella's target of 4.4% for 2023

ethomaz

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KiryuRealty

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Where it’s at.
I assume they could have fixed that.

I was already an avid Android fan, mainly because it let me do the stuff people had to jailbreak their iphones without the need to hack the damn thing.
They could have, and in some cases a flagship phone would be unsupported in as little as four months.

Also, there was fuck all for apps, even the YouTube and Facebook apps were MS-written web apps that MS paid the companies for the branding on just to say they were on WP.


The whole Windows Phone venture was a clusterfuck from start to finish. Typical MS hardware incompetence in a market that moves WAAAAAAAAAYYY too fast for that kind of stupidity to be able to get a foothold.
 

Yurinka

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0.7% growth, seems that the 'day one on Gamepass', Bethesda and ABK acquisitions are paying off. The MS monopoly is here! :ROFLMAO:

How long do we think till Xbox consoles are no longer made? If things continue like this...
I'd bet that if the current generation isn't their last one, then the next generation will be the next one.
 

Bryank75

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0.7% growth, seems that the 'day one on Gamepass', Bethesda and ABK acquisitions are paying off. The MS monopoly is here! :ROFLMAO:


I'd bet that if the current generation isn't their last one, then the next generation will be the next one.

What I'm wondering now is if they take everything and go fully mobile or they maintain some or all publishing in AAA... console or just PC?

There's so many things they could chose to do, they could go scorched earth on the way out.... it's dangerous.
 

SLB1904

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Let's make some maths.

On January 18, 2022 the Gamepass official numbers were 25 million.
Their target was around 45 million at end of June 2023.
They reached 32 million at end of June 2023.
They never reach 30 let alone 32
 

ethomaz

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They never reach 30 let alone 32
If they indeed archived 28% grow last FY then they over 30 million unless it was less than 24 million at June 2021.

When they reported 18 million?

Edit - These are the data I have.

Jan 2021: 18 million
Jan 2022: 25 million

It could be anything between these... 18m + 28% = 23m... 25m + 28% = 32m.
 

SLB1904

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If they indeed archived 28% grow last FY then they reached 32 million unless it was less than 20 million at June 2021.

When they reported 18 million?
Nope. They never reach 32. There was rumour about some rocktar exec that said something about them be over 30mil or something but soon we find out that nope never happened.
 

Bryank75

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So, MS is obfuscating their Xbox numbers as usual. It must mean the results are less than pleasing. I doubt they reached 32 million GP subscribers or even 30, they would be screaming from the rooftops if they did.

Well, they used their ace in the hole.... Xbox live users converting to Gamepass. It MAY have increased but then decreased after that...

Either way, it seems they are not happy enough to release any numbers at all and it's been quite some time.
 

ethomaz

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Nope. They never reach 32. There was rumour about some rocktar exec that said something about them be over 30mil or something but soon we find out that nope never happened.
You say that but then something is giving wrong data.
I have these data:

Jan 2021: 18 million (MS)
Abr 2021: 23 million (MS)
Jan 2022: 25 million (MS)

If these are correct then it is something between 23 million and 25 million for June 2021.

24 million + 28% = 30.72 million.

The 28% seems to come from MS themselves.

Edit - 23 million is from MS too.


So the minimum is they having no grow between April and June... so the minimum is 29.5 million at June 2023... any little grow in that period will put it over 30 million.
 

ethomaz

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So, MS is obfuscating their Xbox numbers as usual. It must mean the results are less than pleasing. I doubt they reached 32 million GP subscribers or even 30, they would be screaming from the rooftops if they did.
They were officially at over 23 million in April 2021.
From June 2021 to June 2022 they grow 28%.
That gives at least 29.5 million.

Unless it had a big drop in late 2022 or early 2023 (something that NPD pointed to some months stagnated and others grow for Gamepass) it is really hard to believe they are below 30 million.

If they are (let's take the stagnated case) they will be very very close to 30 million.

They are mad because they expected 40-45 million grow.
 

SLB1904

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You say that but then something is giving wrong data.
I have these data:

Jan 2021: 18 million (MS)
Abr 2021: 23 million (MS)
Jan 2022: 25 million (MS)

If these are correct then it is something between 23 million and 25 million for June 2021.

24 million + 28% = 30.72 million.

The 28% seems to come from MS themselves.

Edit - 23 million is from MS too.


So the minimum is they having no grow between April and June... so the minimum is 29.5 million at June 2023... any little grow in that period will put it over 30 million.
Doubt it. Also you have to take consideration to cancellation and stuff. If they reached 30 mil they would shout from every roof top
 
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Gods&Monsters

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You say that but then something is giving wrong data.
I have these data:

Jan 2021: 18 million (MS)
Abr 2021: 23 million (MS)
Jan 2022: 25 million (MS)

If these are correct then it is something between 23 million and 25 million for June 2021.

24 million + 28% = 30.72 million.

The 28% seems to come from MS themselves.

Edit - 23 million is from MS too.


So the minimum is they having no grow between April and June... so the minimum is 29.5 million at June 2023... any little grow in that period will put it over 30 million.
The 28% was from last year when they reached 25 millions. It was until June 30 2022 not 2023. You're counting outdated numbers. Phil Spencer said in October 2022 Game Pass did not grow more than 25 millions. We don't have the numbers for this year but Mat NPD said subscriptions were down every month this year.

 

Alabtrosmyster

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They could have, and in some cases a flagship phone would be unsupported in as little as four months.

Also, there was fuck all for apps, even the YouTube and Facebook apps were MS-written web apps that MS paid the companies for the branding on just to say they were on WP.


The whole Windows Phone venture was a clusterfuck from start to finish. Typical MS hardware incompetence in a market that moves WAAAAAAAAAYYY too fast for that kind of stupidity to be able to get a foothold.
I recall the apps and lack of phone choice situation (well, Apple offers less phones, but they have good phones for those who want them)... They used to pay devs to port their apps for the platform and that made their platform gain a lot of shovelware made by small teams.

They definitely broke something that could have been worthwhile.
 

KiryuRealty

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Where it’s at.
They definitely broke something that could have been worthwhile.
Nothing Microsoft makes is worthwhile, and Windows Phone was an utter disaster. The only person I knew who bought one returned it in three days for an iPhone because she bought it when MS promised that the WP 7 phones could upgrade to Windows Phone 8, then backtracked just a few days later.

Nobody in the Windows Phone division knew what the fuck they were doing. The only bigger MS disaster was the Kin, which was such a massive failure to launch that almost nobody even remembers it.
 

ethomaz

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The 28% was from last year when they reached 25 millions. It was until June 30 2022 not 2023. You're counting outdated numbers. Phil Spencer said in October 2022 Game Pass did not grow more than 25 millions. We don't have the numbers for this year but Mat NPD said subscriptions were down every month this year.

That makes sense.
So something like 19.5m to 25 million from July 2021 to June 2022.

It laugh with April 2022 data too… 23 million.

BTW Mat said subscriptions stagnated most of month but last month he said Gamepass was up but others services made subscriptions down.

It is US only.

 

AllBizness

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It doesnt matter. Xbox isnt operating on year to year growth or profits. They want to outspend sony, and probably nintendo too out of the market and are in a "unique positiion to do so" according to Matt Booty. Their goal is to buy publishers to eventually gain so many IP you have no choice but to go through them.
This is gaming now whether we like it or not:

-MS buys said company
-Phil goes out and lies saying its great for gamers
-Said studios new game comes out, is a total flop sales wise and doesnt move the gamepass needle
-All studio heads and founders leave
-IP is a shell of its former self
-Repeat

That is gaming now. Id prefer sony invest or acuire publishers close to them but theyd rather lay people off than fight back.
All Sony has to do to counter this is to make more 1st party AAA releases which is exactly what Jim Ryan said there doing. Most 3rd party IP devs, and publishers are a bit shit. Microsoft can buy every publisher it wont matter they cant spend Sony out of the video game business they wont be able to spend Nintendo out either, they rely on 1st party almost completely and all Sony needs to do is put out sports games and AAA games in every genre. Microsoft certainly wont be able to spend them out.
 
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Bryank75

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Never wish anyone bad luck.

Hope this continues.

Haha, never change bro!

social media hug GIF by NBA
 

Nimrota

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It doesnt matter. Xbox isnt operating on year to year growth or profits. They want to outspend sony, and probably nintendo too out of the market and are in a "unique positiion to do so" according to Matt Booty. Their goal is to buy publishers to eventually gain so many IP you have no choice but to go through them.
This is gaming now whether we like it or not:

-MS buys said company
-Phil goes out and lies saying its great for gamers
-Said studios new game comes out, is a total flop sales wise and doesnt move the gamepass needle
-All studio heads and founders leave
-IP is a shell of its former self
-Repeat

That is gaming now. Id prefer sony invest or acuire publishers close to them but theyd rather lay people off than fight back.
This is revenue, not profit though. Most companies that ignore conventional success metrics to suck up the industry at least expect revenue growth to great well profits are low. If revenue is only growing a little, and below expectations, that's far worse than being unprofitable. Doubly so if you're unprofitable and not growing revenue streams. Next year will be key though post-merger.
 
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