Microsoft isn't going anywhere gaming wise and that includes PC, consoles, mobile and cloud. They don't want to be in ONE place, they want to be in EVERY place. We already know that they're working on their next generation hardware which considering the fact that it's Nadella, Hood and Stuart running Xbox since the ABK deal went through, Phil/Matt/Sarah wouldn't have said anything if it wasn't already in research and development and most important of all, green lit for a retail release.
Plans can change. Also you're still trying to throw in everything else here when the thread of my point has been specifically focused on the console. Try as you want to say otherwise, Microsoft Gaming at its heart is still seen as a console brand, a traditional console and the business model therein. Ironically, you seem to think the next Xbox might be a continuation of the 360, XBO, and Series, but that actually would hurt Microsoft's goals as you seem to believe them to be, rather than help them.
So the only way they get to "be everywhere" with their critical software and services, is by ending Xbox hardware altogether, at least in terms of a traditional console. So the next iteration of Xbox hardware will either have a more PC-orientated business model and design approach, or this "grand vision" of them being everywhere was just BS to string along, and thus they'll continue having haphazard results with confused messaging and risk creating customer alienation.
I know a lot of people think that Steam or Epic will be on the next Xbox but I don't.
Then I guess you don't expect next-gen Xbox hardware to release. Otherwise they can't justify Xbox gaming devices as-is, given the dismal performance of Xbox in almost all the global markets the past two years.
I just don't believe that it will be easy to accomplish this at all. Microsoft doesn't need to sell 100m consoles in order to be massively successful. If anything, they need to do their own thing ala Nintendo but not to the same extent and breakaway from launching head to head against Sony because that is a losing battle.
So now they need to be an inferior copy of Nintendo instead of an inferior copy of PlayStation? The inferiority complex would still be there, the only thing changing is the outfit.
Microsoft knows in advance what their console(s) will sell in a time frame and if next gen lasts let's say 6 years and they sell 30m consoles but are everywhere and making so much revenue including the 30% cut from every third party sale
And herein you prove you don't know what you're talking about.
WHAT "so much revenue" from 30% cuts? You mean the 30% cut from games by Capcom, who literally have to be paid up front to bother porting their smaller and mid-sized games to Xbox in the first case so as to not lose money? You mean the ever-growing number of 3P devs and pubs who are either skipping Xbox or waiting 'till much later to bring their games there because the costs aren't worth it for them?
Those 30% cuts?
Also "being everywhere" doesn't guarantee huge growth. Game Pass is already "everywhere" aside Sony and Nintendo consoles, and despite being readily available for billions of devices, hasn't even cracked (sans XBL Gold refitted as GP Core) 30 million subscribers...
...out of billions of available devices. We're talking margin-of-error penetration here for Game Pass
which I know people like to clown about but realistically, third parties make a shit ton on Xbox.
You mean like ABK with COD, who were just acquired by Microsoft? Or Bethesda with TES, who were acquired by Microsoft? Or EA with games like Madden & College Football?
...Can you see the pattern I'm establishing here. Only a small handful of the bigger 3P publishers see decent sales on Xbox, and even then, Xbox always accounts for less of the ratio than PlayStation, Steam, or in some cases even Nintendo.
Ubisoft alone does their best sales on Xbox as reported by them two years ago.
You're gonna need to provide proof of this and hope the context of that proof isn't something like a VERY specific title or old legacy games. Because it's rather hard to believe AssCreed sold more on Xbox than PlayStation, and we already know some Ubisoft games have skipped Xbox altogether since they're Nintendo exclusives.
In other words... IDon'tBelieveYou.gif
And the digital rate is higher on Xbox than PlayStation which is what every publisher wants including both Microsoft and Sony.
Another lie. We already have digital sales data for markets like the UK from GFK (UK market habits pattern similar to the US), and even here PlayStation digital is
SIGNIFICANTLY higher for total game sales than Xbox. We're talking something like Xbox accounting for 18% of digital game sales of 2022 vs. PlayStation accounting for almost 37%.
See, you've yet again fallen for Phil Spencer marketing jargon. Yes, more of Xbox's software sales (however many or little they are) are skewed digitally vs. PlayStation, but that is not the same thing as saying Xbox contributes more to digital sales altogether vs. PlayStation, even if markets as a whole have been trending towards digital. That just goes to show you how low B2P sales for many games (especially indie and Japanese/Asian titles) have become on Xbox now, versus the heights of the 360 era.
Microsoft's games don't sell mainly due to the simple fact that they're not looked at like a few of Sony's games and majority of Nintendo's. They just aren't and they weren't even during the Xbox 360 days. I looked it all up years ago, outside of Halo 3, I don't remember seeing a single Microsoft game sell more than 10M units.
Most of SIE's games in the PS3 era also didn't cross 10 million, so what's your point?
Again, you are exhibiting something of a recency bias, but WRT sales. Just because some games back in the 7th gen didn't do 10+ million doesn't mean they weren't considered massive sellers in their time, because the threshold for having a "major hit" was lower. And it was lower because budgets as a whole were much lower back then, versus today. Meaning, publishers didn't need an excess in units sold to have good profit margins.
You're not going to sit here and tell me that Gears of War wasn't a massive hit in its day, or the same for Uncharted 2. No, you're not going to get away with that here, because we're not going to let modern AAA game budgets, shareholder inflation, "infinite growth" greed and such dictate what were considered realistic standards back in 2007 or 2008 for the gaming industry.
And this is a decade before Game Pass even existed. Microsoft is already the biggest gaming publisher due to acquiring ABK which was the end game.
How are they the "biggest publisher", exactly? Quantify that. Is it in the number of IP they own, because I can think of a few who are comparable. Is it in terms of market cap, because "Microsoft" isn't just a games publisher so it's not right to use the valuation from other parts of the company as if that's the worth of their gaming division.
Is it in total gaming revenue? Again, not every publisher makes their own gaming hardware and peripherals, which typically aren't things specifically tied to "publishing games software", so what would the Xbox revenue look like with hardware, peripherals, services, and 3P cuts removed? Is it in terms of having any single biggest-selling IP? I'd say Take-Two still have everyone beat there when you look at GTA.
Is it in terms of critical acclaim or sphere of influence in game trends & design? Because I think on this front, even with ABK, Microsoft Gaming are nowhere near the top.
So quantify how Microsoft are "the biggest gaming publisher due to acquiring ABK", when I can name a number of ways that is still up for debate.
Become the biggest gaming publisher because while many won't like their direction, if there's one gaming company that's guaranteed to never go anywhere, it's Microsoft simply because they're going to be bigger gaming wise than everyone else and probably majority combined.
Until you can actually answer the questions I just presented above, this statement from you is frivolous, baseless, and reads like hopium from a corporate cheerleader or overly unknowing investor.
Heck, already we're seeing that ABK under MS is generating less revenue than when they were independent! So Microsoft's move to bolster Xbox revenue was a lateral gain in the market that came at the expense of ABK's peak revenue and profits potential.
Microsoft spending $100B on acquisitions since June 2018 was to grow Xbox, have studios, more games but also, it was always going to be needed if your main focus is a subscription service because you must have games and content on a consistent basis which as of now, they haven't accomplished yet. Post ABK, it's not about that anymore for Microsoft. Present day, it's about growing Microsoft Gaming (or whatever it's called) to be everywhere because you want to get more users into your eco-system and they don't care how it's done as long as it gets done because you're still going to be spending money on their games and content one way or the other which is what Microsoft wants.
Almost literally everything you just said here is a marketing point from Phil Spencer in the past; none of it reads like an opinion you came up with on your own. But that's part-and-parcel with many people who are or were part of the Xbox diehard fandom until very recently.
Do you know what else requires games & content on a consistent basis? Gaming hardware. Yet somehow we're supposed to believe that Microsoft will provide that in subscription, when they stopped doing so with their gaming consoles? As always, the proof is in the pudding.
It's also telling you think the acquisitions were for subscriptions when MS themselves have stated that it was really for content publishing. Even Phil Spencer's said he doesn't see Game Pass being more than 10-15% of their gaming revenue, so tell me do you agree with him or is Phil Spencer suddenly a source to omit in terms of data because it what he said doesn't suit the subscription narrative?
As for Sony, Shawn Layden said it, their way isn't sustainable either. Sony needs to grow and im sorry but I accepted this even before this generation began, consoles for Sony will be around 100M+ give or take, Mirosoft will be around 60m give or take and the consoles aren't going to grow.
1: Shawn Layden is just one person from SIE, and the time he made that statement there was context to it you have conveniently ignored so you can go "Sony Too™"
2: If you think the current Xbox consoles are going to hit 60 million in a typical generation timescale, when they are struggling to reach even 28 million by the end of this year at their current pace (and could even miss that target), then you are being very delusional.
In fact if Microsoft did last gen with their multiplatform strategy, what they did this gen around the start and up to this point, XBO would have probably tapped out at 35 million before Microsoft closed operations and shuttered the gaming division.
People believe that a Pro will grow it but it won't because the vast majority of those who buy it already own a base PS5 and that's not growth at all. Growth is adding new consumers/customers to the eco-system and you do that by expanding outward which is done via their IP's. As big as a Spider Man 3 will be when the time comes, it will be at least twice as big if not more so if it launches on PC day one because you're talking about a 200m user install base that's for the most part, untapped by Sony and excluding the money aspect, that's potential growth that you can't ignore because if you do, someone else will get them.
My god, if there's ever proof you're still in the Phil Spencer Cult of Personality, this part of your post is it. Again, I will use Xbox parallels that have actually happened, to counter your PlayStation fantasies of what likely will not (or at least should not) happen:
-Did Microsoft grow their customer base by acquiring Zenimax & ABK, or did they simply artificially increase the revenue of Xbox & customer pool through lateral transfer of pre-existing Zenimax/ABK customers and claiming them as their own?
-Did the Halo Paramount show result in a growth of customers and IP awareness for Halo Infinite? Why has having a Halo Day 1 on Xbox & PC (Steam) somehow resulted in a lower-selling, lower money-generating installment than prior Halos that were at least timed exclusive to Xbox consoles?
-Why was the 130+ million Steam audience not enough for games like Sea of Thieves, Hi-Fi Rush, Grounded, Pentiment, Indiana Jones etc.? Why does Microsoft need to bring those to PlayStation & Nintendo platforms now too? Is it perhaps because platform size != actual realized sales?
-What percentage of Steam or even Windows Store customers for games like Halo Infinite, Starfield, Forza Horizon 5 etc. do you think were multi-platform customers who either chose to buy on PC instead of Xbox (despite buying both), or would have bought an Xbox for them if no PC release? These are called "lateral sales", and I bet that percentage is not-insignificant.
When PlayStation 5 sells around 120m at best including the Pro, people will act like that's growth when in reality, it's stagnation and simple retention of what you already had the prior generation with PS4 and it would have taken an extra year to gain that 120m but due to Covid, you can say it evens out with PS4 but growth? Nope, not at all.
Now you're also hawking the superfluous and unrealistic "infinite growth" talking points moronic and potentially disingenuous investors hawk around. Who are you to say that isn't growth, if the revenue & profits (what really matter to companies) does in fact grow?
You're talking like one of those investors now, but I thought you were supposed to be talking about this as a gamer.
Now you care about SIE's growth? What happened?
Sony Too™
wants to grow beyond the console box which in all honesty, isn't worth anywhere near as much as the IP's that Sony has because the IP's as long as Sony retains them is worth far more than any PlayStation console will ever be due to the fact that the consoles (every single one of them from every company) have an expiration date. The IP's don't.
I guess we better go tell SIE that then because they've already registered rights up to the PlayStation
9
Sony is on PC, they have the Portal which is basically streaming. They own one or two mobile studios if I remember correctly. They're trying to grow and expand outward because trying to do that inward simply isn't going to get the job done.
Hmm...interesting.
So, you say them expanding inward won't do anything, but didn't
Microsoft expand inward in part to also expand outward? You know where I'm going with this.
Almost all of Microsoft's "outward expansion" is off the backs of buying Zenimax and ABK. So since you seem to invested in SIE also expanding outward, tell me...would you support them acquiring the 3P publishers necessary to help justify and accelerate that type of outward expansion?
Or are you just talking BS and want them to play by different, more constrained rules, despite believing they have the exact same market goals as Microsoft?
As for the question you asked me - why would I want it?
It's actually very simple and straight forward. I want to get more studios, more games and more content from Sony. I know a good amount just like with Microsoft and third party companies won't be for me but the more you have, the higher the percentage will be of me getting more of what I want. I don't expect every game to be for me personally as that's just not going to happen regardless of what company it is and im fine with that simply because I know that they will have a lot of games and content that is for me. Granted, there's obviously no guarantee that Sony acquires more studios and whatnot but for the sake of this conversation, let's just say that they do and go from there.
I will use the following roadmap of Microsoft's 20 announced games to showcase my point -
Ara: History Untold
Avowed *
Call of Duty: Black Ops 6 *
Clockwork Revolution *
Contraband *
Doom: The Dark Ages *
Everwild
Fable *
Flight Simulator 2024
Gears of War: E-Day *
Indiana Jones *
Marvel's Blade *
Overdose
Perfect Dark *
Project Mara
South of Midnight *
State of Decay 3 *
The Outer Worlds 2 *
The Elder Scrolls VI *
Towerborne *
Out of those 20 games, 15 of them (games marked with an asterik) I will be playing day one via Game Pass. Now take that roadmap and swap out those 20 games from Microsoft with 20 games from Sony. A few live service games, a few single player games, etc. Balance it out and get to where you have what I have - 15 out of 20 games that YOU want to play from Sony.
There's something very important here you're ignoring: many of those 20 games you just listed...are only Microsoft's because they
ACQUIRED TWO MAJOR 3P PUBLISHERS!! Take that away and you're left with less of the big names for certain, and some of the medium-sized ones.
I also doubt games like Everwild even see the light of day, or titles like Fable would be coming back, as MS'd want to double-down on secure IP and wouldn't probably comfort Playground taking a risk on Fable without having the security blanket of TES to fall back on.
Are you honestly telling me that you would sacrifice that in exchange for the old school way of exclusivity? Would YOU really pass on that just to see Sony stay with their old school ways?
Here's the thing: I can have both. SIE can both expand their lineup of 1P offerings, AND pursue exclusivity with them, because you have forgotten something very vital: platform holders have both the luxury and responsibility of driving engagement to their platform, therefore having a varied lineup of software exclusives justifies doing so.
It has always been that way, just look at SEGA for example. When they were a platform holder, they had a bigger variety of game output than when they went 3P. Already at Microsoft, we are seeing them cull back on some of their variety: Tango is gone, Arkane Austin is gone, they cancelled a Crash Bandicoot and Blizzard's new IP (one of them, anyway) was cancelled too. There is no guarantee games like Contraband and Everwild ever get released, either.
When you're transitioning to or become fully 3P, you can't take as many risks as a platform holder when it comes to having a huge body of varied software releases. Even the biggest 3P like Take-Two only really focus on maybe 2-4 IP altogether, leaving all others to chance. And even a company as big as Microsoft, eventually want to make profits, so they will take the most conservative routes to do that especially after spending $80+ billion on big publishers.
Of course SIE want to make profits as well and I doubt we ever truly get the complete zaniness from them we saw in say the PS3 era, but I also know them acquiring big 3P publishers wouldn't result in that either and in fact would probably result in a further reduced variety of 1P offerings, in order to maximize profit margins. But if games like Astro Bot are any indication, perhaps SIE are finding a balance in providing much-needed variety with internal 1P content and getting a better ratio of AAA and AA titles is a key part towards that.
And for such, they already have many of the internal 1P studios, teams, and 3P relationships needed to make such happen. Enough of that content developed as exclusives for their own hardware (some permanent, most permanent for the generation, many timed for some years, some Day 1 PC, some ported to other consoles, some Day 1 on other consoles....noticed the keywords used here and where) increase the value proposition of that hardware, and can create a virtuous cycle.
I personally don't care at all anymore what Microsoft does or doesn't do in regards to exclusivity and whatnot. Shit is done. What I do care about is Microsoft developing and releasing more games that I want to play and if others can play them at the same time on PC, PlayStation, Nintendo, etc., so fucking be it as I will gladly and happily take that trade because look at what im gaining. I know majority here will bash most of that list and whatever, I could care less but why would I want to sacrifice all those games and future wise, even more games just because they're no longer exclusive?
Most of what you're "gaining" are games you were already
going to get if Microsoft didn't acquire the 3P who made those games, though. How do you not see or acknowledge this part of the conversation?