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[mckmas8808]

Stop with real numbers and analytics, this is a proper COD Gamepass bashing thread and that drop is a disaster in many people's heads, just like Gamepass is in their heads

I think the scarier thing "COULD BE" is that GP not getting the bump they were expecting.

 

[clarky]

What the hell is wrong with you people's ability to do math?

I have not been to school for over 40 years and I can still do basic maths.

 

[clarky]

Depends on what it is 10% of and what percentage of those folks actually are new subscribers. Unless it's 10% of 100 (which we know is highly highly unlikely), I'd bet the number is good. If no one new invested in Game Pass (also highly highly unlikely), I'd call it a good result. Even without the full picture, I'm still willing to give Game Pass the benefit of the doubt here. It doesn't get bigger than CoD for the service.

Its 10% of total boxed sales in the UK. Its not that difficult to understand. Is it?

 

[HeWhoWalks]

Its 10% of total boxed sales in the UK. Its not that difficult to understand. Is it?

And those sales are?

 

[mckmas8808]

Microsoft moved $69 billion from short term assets to long term assets. They didn't touch liabilities. Now their $69 billion that they added to long term assets are generating revenue which is being added to their short-term assets. Had they borrowed the money, that would have been a journal entry into liabilities, which then they would have needed to worry about that. You always want Assets >>>>>>>>>>>>>>>>>>>>>>> Liabilities. This transaction grows their assets and has no impact on liabilities.

I don't know if MS is considered a monopoly still, but with $3.18 trillion, it seems they can buy their way into anything. Maybe time to break up MS into multiple companies.

That's not how this works though. MS still REALLY REALLY wants this purchase to generate more revenue and to profit.

 

[clarky]

And those sales are?

Has everyone missed their coffee today? Its very simple.

Sales estimations from install base:

Around 90k for COD retail launch (Including ~80k sales from PS).

Last year was slighty over 100k (Including also ~80k sales from PS)

 

[clarky]

Stop with real numbers and analytics, this is a proper COD Gamepass bashing thread and that drop is a disaster in many people's heads, just like Gamepass is in their heads

He's way off though.

 

[HeisenbergFX4]

I think the scarier thing "COULD BE" is that GP not getting the bump they were expecting.

I bet it gets a big one month boost at least for people playing the campaign

 

[HeWhoWalks]

Has everyone missed their coffee today? Its very simple.




Around 90k for COD retail launch (Including ~80k sales from PS).

Last year was slighty over 100k (Including also ~80k sales from PS)

You have a tendency to be needlessly condescending. Like you were bullied as a child.

In any event, Snowdonhoffen you have a bit of an answer. Remember to grab your cup of coffee.

 

[mckmas8808]

You have a tendency to be needlessly condescending. Like you were bullied as a child.

In any event, Snowdonhoffen you have a bit of an answer. Remember to grab your cup of coffee.

Sometimes people on GAF can test people's patience.

 

[HeWhoWalks]

Sometimes people on GAF can test people's patience.

Trust me, I know, but at least with your average zealot, they have somewhat of an excuse.

In my case, I said nothing to him, yet he comes at me like I jacked his bike. Maybe a little too much coffee.

 

[clarky]

You have a tendency to be needlessly condescending. Like you were bullied as a child.

In any event, Snowdonhoffen you have a bit of an answer. Remember to grab your cup of coffee.

My apologies. Its my blunt northern English tone. I don't mean anything by it.

It really isn't that hard to grasp though. Maybe I had too many coffees.

 

[HeWhoWalks]

My apologies. its my blunt northern english tone. I don't mean anything by it.

it really isn't that hard to grasp though. Maybe I had too many coffees.

Ha, I called it!

In all seriousness, don't sweat it! Lots of ideas/views being tossed around! We all have those moments!

 

[clarky]

I bet it gets a big one month boost at least for people playing the campaign

Everyone seems to be forgetting Gamepass existing sub's that would never play COD but end up doing so and maybe spending money in the shop.

This could work out just fine for MS you never know.

 

[scarlet0pimp]

I'm in UK and all my friends play cod on xbox mw19 had 16 of us all bought it. Mostly physical. The number dropped to about 7 up till MW3 but not a single one of us had bought black op6 but we all have game pass.

 

[gooner4life_uk]

I'm in the UK and after buying MWIII on PS5 and getting burnt by a 2 hour campaign I wouldn't have bought BO6 but I do have Gamepass as my 7 year old daughter has a series X, I might buy BO6 down the line on PS5 Pro if they come with some good enhancements, otherwise i'll just continue to play it on PC.

 

[Kvally]

That's not how this works though. MS still REALLY REALLY wants this purchase to generate more revenue and to profit.

But it is. I’m a corporate controller and we buy hotels. It’s exactly how it works.

 

[EN250]

Makes total sense, MS is giving away the top selling game of this year for chump change

Let's see in a few months if it was worth it the exchange from revenue to subscribers

 

[SteadyEvo]

This is due to fatigue

 

[pasterpl]

It kinda looks like most COD players still prefer to buy the game. Wonder if there is a similar percentage in the US.

So for the sake of the conversation, if 10% of COD players on Xbox chose to play the game through Gamepass instead of buying the game, are those good enough numbers for Gamepass?

Hell of an assumption based on physical sales data from only single market that it is majority digital when it comes to game sales (various sources say it is between 75-90% digital sales vs 10-25% physical).

 

[mckmas8808]

But it is. I’m a corporate controller and we buy hotels. It’s exactly how it works.

You're making it sound as if ABK doesn't have to generate increasing revenue and profit for the Xbox gaming division though.

That's the part that a bit disingenuous.

 

[pasterpl]

That's not how this works though. MS still REALLY REALLY wants this purchase to generate more revenue and to profit.

Would be surprising if they don’t want to generate more profit and revenue from this purchase. What is your point in stating obvious? I myself was explaining multiple times to some kids (assumption here, because I cannot believe that an adult could not be able to comprehend simple things like this) that when you acquire an asset that it is not consumable, it is not like you have lost money (especially if you made the purchase with money you own (not borrowed)), you now own an asset that is worth the money you have paid for it.

Different case is if over time this asset value increases or decreases and if that asset is able to generate addition revenue beyond depreciation or appreciation of its value. Eg. When you buy are brand new normal car, it usually depreciate in value straight after you leave dealership as it is not new anymore, then usually over first 2 years it depreciate further by 20-50% depending on the brand. Fact is that after some years some cars can get a cult/classic status and are worth much more. Eg. 2. If you buy a unbranded watch it will probably depreciate in value straight away, while if you buy eg. limited edition Patek you are probably seeing increase in its value within first couple of years - here your asset has appreciated in value.

But this is only one side of acquiring something, if a company buy, let’s say, a new machine they want it increase efficiency of production or increase its sales volume (producing more), physical items are quite different vs eg. Service companies, game developers etc. As machines wear down over time, need service and sometimes break down, still even if value of said machine depreciates, its inconsequential as its primary objective was achieved.

With publisher like ABK that was already making billions in revenue and profit on regular basis it is safe bet, it will generate revenue and profit for you (if you don’t mess it up to much during merger process causing its value to decrease). ABK value is more than just the CoD franchise, it is multiple other IPs that they own, as well as multiple other games that they actively develop/release, like Diablo, Overwach, Candy Crush, Wolfenstein, Doom, StarCraft, WoW etc. Most very profitable.

 

[clarky]

This is due to fatigue

You best get some sleep then.

 

[Kupfer]

What the hell is wrong with you people's ability to do math?

I had a misunderstanding and thought there was a 10% loss in the Xbox market share of physical games, which accounts for 20% of total MW3s physical sales. But that was clarified a few posts later. No need to get worked up about it.

 

[Kvally]

You're making it sound as if ABK doesn't have to generate increasing revenue and profit for the Xbox gaming division though.

That's the part that a bit disingenuous.

Never said differently. But the response here was that MS needs to make up that purchase price. They don’t. They just need it to continue to make over a half billion dollars in profit every 3 months.

 

[onQ123]

I had a misunderstanding and thought there was a 10% loss in the Xbox market share of physical games, which accounts for 20% of total MW3s physical sales. But that was clarified a few posts later. No need to get worked up about it.

Sorry about that lol by time I seen your post I had already came across way too many comments with people messing up the numbers & felt like I was in the twilight zone.

 

[GulfCoastZilla]

I bought it on PS5 and have it on gamepass as well.

At first I was like “well it would cost more to sub and keep it” and that would be true IF you didn’t have to also pay for online. Which at that point might as well keep gamepass.

 

[Jaybe]

MW3 was one of the worst, if not the worst performing entry since MW 2019, so it’s not a good sign that BO6 is selling at or less than it, even on PlayStation.

 

[pasterpl]

I bought it on PS5 and have it on gamepass as well.

At first I was like “well it would cost more to sub and keep it” and that would be true IF you didn’t have to also pay for online. Which at that point might as well keep gamepass.

What is the cheapest sub on PS5 that includes online gaming?

 

[JackMcGunns]

 

[Kupfer]

What is the cheapest sub on PS5 that includes online gaming?

You mean online multiplayer gaming or gamestreaming?

 

[mckmas8808]

Would be surprising if they don’t want to generate more profit and revenue from this purchase. What is your point in stating obvious? I myself was explaining multiple times to some kids (assumption here, because I cannot believe that an adult could not be able to comprehend simple things like this) that when you acquire an asset that it is not consumable, it is not like you have lost money (especially if you made the purchase with money you own (not borrowed)), you now own an asset that is worth the money you have paid for it.

Different case is if over time this asset value increases or decreases and if that asset is able to generate addition revenue beyond depreciation or appreciation of its value. Eg. When you buy are brand new normal car, it usually depreciate in value straight after you leave dealership as it is not new anymore, then usually over first 2 years it depreciate further by 20-50% depending on the brand. Fact is that after some years some cars can get a cult/classic status and are worth much more. Eg. 2. If you buy a unbranded watch it will probably depreciate in value straight away, while if you buy eg. limited edition Patek you are probably seeing increase in its value within first couple of years - here your asset has appreciated in value.

But this is only one side of acquiring something, if a company buy, let’s say, a new machine they want it increase efficiency of production or increase its sales volume (producing more), physical items are quite different vs eg. Service companies, game developers etc. As machines wear down over time, need service and sometimes break down, still even if value of said machine depreciates, its inconsequential as its primary objective was achieved.

With publisher like ABK that was already making billions in revenue and profit on regular basis it is safe bet, it will generate revenue and profit for you (if you don’t mess it up to much during merger process causing its value to decrease). ABK value is more than just the CoD franchise, it is multiple other IPs that they own, as well as multiple other games that they actively develop/release, like Diablo, Overwach, Candy Crush, Wolfenstein, Doom, StarCraft, WoW etc. Most very profitable.

But they purchased it for more than what ABK was doing for themselves. MS bought it to increase and build on where they want the Xbox brand to go in the future. You seem to be of the thought that the ABK division of Xbox will continue on the same revenue\profit timeline now that MS has purchased them. I think that's a mistake. The culture at ABK and Xbox are different. There's no reason to believe ABK will be the same 3-5 years from now.

 

[pasterpl]

You mean online multiplayer gaming or gamestreaming?

Online multiplayer.

 

[Kupfer]

Online multiplayer.

PS Plus Essential

• $9.99 monthly / $24.99 quarterly / $79.99 yearly
• £6.99 monthly / £19.99 quarterly / £59.99 yearly
• AU$11.95 monthly / AU$33.95 quarterly / AU$95.95 yearly

Source

 

[pasterpl]

But they purchased it for more than what ABK was doing for themselves. MS bought it to increase and build on where they want the Xbox brand to go in the future. You seem to be of the thought that the ABK division of Xbox will continue on the same revenue\profit timeline now that MS has purchased them. I think that's a mistake. The culture at ABK and Xbox are different. There's no reason to believe ABK will be the same 3-5 years from now.

There are couple of things to realise;

• in the period 2-3 years before MS announced intention to acquire ABK their stock traded couple of times even higher that what MS paid (95USD per share), so ABK was valued (couple of times) at even more than what MS paid.
• The price that MS paid included over 6bn USD net cash that was in ABK warchest
• When you dealing with tech companies, especially of the size of ABK that are consistently delivering profits, you are expected to pay premium for that company vs its current market worth. I still believe that MS got ABK for the right price when you consider their strategy.
• Re. Culture - you can say this about almost any acquisition.
• I actually think that ABK will be more various and will stop depending on 5-6 big IPs. I am expecting that in addition to these we will see some AA projects from ABK in the next 3-5 years. I am expecting overall growth for ABK if they stay 100% multi-platform.

 

[TBiddy]

• I actually think that ABK will be more various and will stop depending on 5-6 big IPs. I am expecting that in addition to these we will see some AA projects from ABK in the next 3-5 years. I am expecting overall growth for ABK if they stay 100% multi-platform.

And I think that's key - staying multi-platform. Xbox-exclusives will be a thing of the past soon.

 

[wolffy66]

Yeah well gamepass exists

 

[mckmas8808]

There are couple of things to realise;

• big IPs. I am expecting that in addition to these we will see some AA projects from ABK in the next 3-5 years. I am expecting overall growth for ABK if they stay 100% multi-platform.

The bolded is what I expect will be incorrect. But I hope you are right.

 

[pasterpl]

The bolded is what I expect will be incorrect. But I hope you are right.

With so many studios, they have lots of devs etc. so I am hoping we will be seeing more games like avowed, pentiment etc. something new, interesting etc. Some will fail others will be successful that’s the nature of the market. But regardless would love to see them fully capitalise on their current position (own lots of IPs, got lots of talented devs and potentially lots of money to fund new projects). Let’s get the big AAA(A) games worry about revenues but allow some more frequent smaller creations as well. I am hope I am right.

 

[pasterpl]

And I think that's key - staying multi-platform. Xbox-exclusives will be a thing of the past soon.

I think the whole market except Nintendo is moving towards this, Sony best selling release so far this gen was Helldivers 2 with approx 12m copies sold, 60% of which were on PC. So I can see initially GaaS going day 1 everywhere e.g. Bungie’s Marathon will be one of these if it ever releases (its kinda logical for GaaS), then we will smaller games getting shorter windows and then all games. Day 1 everywhere, it makes most sense for these companies financially. Condition here is that the game have to finished on release, which is not something obvious nowadays anymore, unfortunately.