DeepEnigma
Gold Member
Case in point
And this clown world crap for a parody site. One can argue that a lot of their parody is non parody in the lunacy out there, but I digress.
Case in point
Is there any indication/confirmation that this also resulted in an increase in subscribers for the same time period?
If folks go to bluesky for non-political reasons then that's fine, but I'm not going to pretend it isn't left leaning when it absolutely is.
Nah. If CoD is the main driver then the reason is a bypass from GP Standard to GP Ultimate. That's a 100% revenue increase for anyone swapping tiers to try CoD.When you have increased the subscription price by an average of 25% in the last year...... maintaining the number of subscriptions is already good news. If you also manage to expand a bit, that would be an achievement.
It remains to be seen if or how much. With this data, determining the real % in subscriptions is not possible because it only talks about income and we do not have the real %.
They reported a 500% increase in sign-ups the moment the moment the US election results came through, so it's definitely political.
This isn't people organically moving over, it's a concerted effort. To be fair to Piscatella though, he did move months ago before it became fashionable.
What?! Twitter was always bot infested except before it got huge.I don't care about politics when i'm on social media and that's literally why i left twitter. Most of my algorithm was crap for 1 or 2 years. I'm not even american and trump was everywhere. Elon as well. Comment sections are bot-infested and when they are not, it's unrelated comments everywhere. That wasn't the case just 2 years ago (or 3?)
Twitter is a mess for a while now (1 or 2 years) and it's not getting any better.
Bluesky is clean af. It's what Twitter was like 10 years ago.
What?On the total revenue of all existing subscription services on the whole, not just Gamepass. That is, logically, that % applied only to Gamepass YOY must be higher.
If Game Pass is, for example, 32% of the total revenue of ALL services (PSN, Switch Online, EA, Ubi, etc) and that combined revenue jumped 16% exclusively because of Game Pass then its revenue grew 50%. Again, an example.What?
But not the case though. GP is the primary driver( not to mention price increase and restructuring that probably caused everyone with console gp to sub to gp ultimate) not the exclusive driver. And if I am not wrong, ps plus also had a price increase, so even if that is responsible for just 6%, gp will be responsible for just 10%.If Game Pass is, for example, 32% of the total revenue of ALL services (PSN, Switch Online, EA, Ubi, etc) and that combined revenue jumped 16% exclusively because of Game Pass then its revenue grew 50%. Again, an example.
It's not a true indicator, but it's certainly not speculative, or at least less speculative than determining based on that data only 16% for Gamepass
as was being indicated.
The comparison is about last year's total revenues versus this year's.
That is:
1: It's not the 16% on Gamepass YOY as you said (that is what I intended to correct you). It's about total subscription revenues. The base of that 16% is much, much higher.
2: That 16% is mainly thanks to Gamepass (10 up to-15%?).
3: Definitely the % increase in Gamepass revenues is much higher than 16% by pure logic.
And yes, the price increase can come into play there, and also the drop in revenues in other subscriptions that already last year also fell or were flat vs Gamepass. We do not know that information, but the basis on which it is applied is the same.
If Game Pass is, for example, 32% of the total revenue of ALL services (PSN, Switch Online, EA, Ubi, etc) and that combined revenue jumped 16% exclusively because of Game Pass then its revenue grew 50%. Again, an example.
Rankings mean nothing. We know that actual software sales on Xbox are down massively, so being at number 5, 2 or 1 on Xbox rankings for one month means jack shit.These are two big surprises.
Sega was already boasting about the success of Metaphor but it's becoming obvious now why.
The fact is that it's working well on Xbox.
I also forgot about the price increase that GP had compared to last year.
So basically this 16% increase in subscrition spending points to an even worse scenario.
Given the ~20% increase on Gamepass (varies depending on which tier), and the lack of hardware sales bump, and cutting into sales (Piscatella will obfuscate otherwise), I would bet that it is not making anyone at Microsoft happy. It didn't work with Starfield, and it's not working with COD. Both games that spent the majority of their dev time out of the terrible influence of Microsoft's pipelines.“Did COD increase Game Pass subscribers” is the wrong question, IMO. The real, meaningful, question is: “Did COD increase recurring Game Pass subscribers?”
Most people I know these days don’t keep a constant Game Pass sub anymore unless they already had years stacked. They wait for a game they’re interested in, sub for a month, play it that month until they beat it or are bored of it, and cancel. Then they don’t resub until another game they’re interested in shows up.
Game Pass’ success depends on people staying subscribed. A temporary bump in subscription numbers means nothing if most (or all) of them disappear in a month or two. Someone who subbed to GP Ultimate for one or two months will still pay significantly less than if they had bought the game outright at launch. That’s not a bright long term financial strategy.
[...] cutting into sales (Piscatella will obfuscate otherwise)
Are you really gonna accuse people of corporate cheerleading? You just told me like a month ago that it was a bad thing that games like Monster Hunter and Persona no longer being defacto PS exclusives was a bad thing and never explained your reasoning. You can be a corporate cheerleader, just own it bro.
It's not a true indicator, but it's certainly not speculative, or at least less speculative than determining based on that data only 16% for Gamepass
as was being indicated.
SegaSeriesS?
That name alone tells you this is a man who loves suffering.
Case in point
Absolutely.Do you really think those people got banned for the those simple reasons
I think it's sad that a screenshot was all it took to convince you.Absolutely.
My opinion is not isolated to this one screenshot.I think it's sad that a screenshot was all it took to convince you.
Rankings mean nothing. We know that actual software sales on Xbox are down massively, so being at number 5, 2 or 1 on Xbox rankings for one month means jack shit.
I understand your opinion here, and I can even agree with several conclusions. But that's not what I was pointing out, I was just correcting the statement you made about the 16%.Again my point was just that it's an initial indicator.
It can't be used as it is for multiple reasons (we don't know how other services performed yoy, Gamepass had price increases and changes in its structure) but the picture we're seeing with this data is kinda clear.
1) Xbox hardware continues its nosedive regardless of COD on Gamepass. Given that Xbox is a platform that should be tied to Gamepass subscriptions and Series S was supposed to be the cheap entry gate for Gamepass, this is a whole failed strategy here, even after COD.
2)Sony is a big winner, they now spend less money on marketing, they're seeing sales on their platform increasing instead of people migrating to other platforms where it's cheaper to have access to COD and I'm also reading they're now taking the standard 30% cut on each copy sold while under the previous marketing deal they had a 20% cut.
3)The data point on subscription spending given by NPD, within its limits, doesn't suggest any particular turning point for Gamepass in terms of subscriptions. These percentages differences are modest.
The impression (more than an impression) is that Microsoft has just killed their old revenues stream on Xbox as the main accomplishment here.
The offended Karen's and stans immediately start reporting and boom bye bye. New safe space.Do you really think those people got banned for the those simple reasons, for just making up stuff to cheerlead their platform (and political affiliation of choice)?
A bad thing for Sony/SIE, not customers.
Potentially.
After all, more platforms supported Day 1 means less resources to optimize across the board, it gets spread thin. Which can negatively impact quality, which can hurt customers.
So, multiplatform can have its downsides, just like exclusives can, in theory. But no one talks about the multiplat downsides because apparently that'd be anti-consumer to do :/
Microsoft never does well in the area of content curation. Longer term will be interesting to see what happens.Xbox going 3rd party makes dollars & sense Ms is making money either way off steam Sony’s & Nintendo i do wonder what the future of gp is looking like rn phil might get jim ryand soon
PS5 is going to be well into the 100 million unit range before the gen is done. Maybe 150 million. That's where you focus your resources. They buy games. Series gen will be lucky to hit 30 million.A bad thing for Sony/SIE, not customers.
Potentially.
After all, more platforms supported Day 1 means less resources to optimize across the board, it gets spread thin. Which can negatively impact quality, which can hurt customers.
So, multiplatform can have its downsides, just like exclusives can, in theory. But no one talks about the multiplat downsides because apparently that'd be anti-consumer to do :/
I just wanna know where this big sub growth is at, that's all. After all, it's COD, and a welcomed one after the joke that was last year's. Like others have said it's the biggest mover for Game Pass growth Microsoft has so I'm expecting some actual numbers like a new milestone announcement.
They gave milestone announcements during 2021 and early 2022 when the big games they had to push the service were much smaller comparatively; even taking away the lockdown factor (since it doesn't exist anymore, thank goodness), shouldn't we be expecting some type of subscriber milestone that Microsoft can provide a direct number to, instead of these highly context-sensitive percentages.
They make me ashamed to admit my love for SEGA publicly.
Why are these guys all on bluesky all of a sudden? What's going on?
Realistically, can they do that? Can they go back at this point?What's happening this fall is them testing the waters and see if they have to give up on Gamepass or not.
X has become a shit show regardless of your politics, the whole thing is and always has been a waste of time and most of us know that and still use it anyway lol.Yeah, he's tried to get away from X before and I suspect he is left-leaning himself based on some of his past tweets. He went to linkedin for a bit and ended up coming back. Maybe this time it will be permanent, but when your business has an interest being engaged in social media, X is going to be the more lucrative option. Time will tell.
Xbox making most of their money as a 3rd party publisher on Sony consoles.
Imagine saying this 20 years ago, lmao
82% is honestly crazy. The game is also on PC for fucks sake.
82% is madness. Gamepass completely cannibalized sales on Xbox and PC.
I wonder if the overall sales are up or down.
It says "PlayStation platforms accounted for 82% of Call of Duty: Black Ops 6 total console full game dollar sales volume during the October tracking period."If it boosted subscription spending it must not have been by that much, otherwise Microsoft would've came out and made a more bold & direct claim to such. I'm just actually more surprised that more PS owners decided to buy the game vs. in the past.
Like, I'm of two minds on that. On the one hand, it shows that PlayStation is absolutely the preferred platform for COD; 82% while including Steam sales is massive. On the other hand, it's like PlayStation gamers want to subsidize Xbox gamers getting the game "for free" in Game Pass. Not the casual or mainstream ones; they don't care about this stuff and probably know nothing about MS & ABK now (or forgot since mainstream news hasn't talked about it in months).
But the hardcore ones who've been making fun of Game Pass and apparently were so against MS buying ABK? They're still out here buying the damn game, they're basically saying "Good job, Microsoft. Take my money!". These usually be some of the most toxic console warriors, too; they talk one thing but are the first to act like hypocrites. If you're a PS gamer who talked shit the past year or so about MS buying ABK, or Game Pass, and you went out and bought the new COD anyway, I think you need to be quiet. You're literally rewarding Microsoft and subsidizing Game Pass to exist.
Outside of that though, great placements for Sparking Zero and Silent Hill 2, especially the latter since it kinda shuts up the false narrative that exclusives don't sell well. Looks like as with multiplats, it always comes down to the game itself. Metaphor's done pretty well but I think the lack of Western marketing for it mentioning PS has hurt its sales; it only placed 7th on the PS charts while placing 8th on the Xbox ones. With multiplats like that, usually the PS ranking is quite higher relative the Xbox one. I think with Western marketing that actually could mention the PlayStation version, it would've beaten Undisputed and maybe even edged out Silent Hill 2 for the #3 spot overall in the month.
Although, there's also Jamboree. Frustrating that Nintendo doesn't share their digital numbers but with those included, I think Jamboree would definitely be in the Top 5. So, if Metaphor had more PS marketing, and Jamboree sales included digital, I think the Top 5 would've looked like:
1: COD BO62: Dragon Ball Sparking Zero3: Metaphor4: Super Mario Jamboree5: Silent Hill 2
with Jamboree just edging out Silent Hill 2.
Looks like PlayStation gamers really showed up for COD this year, so I wouldn't be surprised if they're up. Then again, wouldn't take a lot to beat MW3.
And by how much have those Game Pass subs grown? 1%? 5%? 10%? More?
There's no way to know and the fact Microsoft hasn't given a firm number suggests that the growth wasn't very strong. They might've already started seeing churn since the game's launch, so some of that growth will have been eroded.
They're lucking PlayStation owners came out in droves to buy the game because the overall numbers for BO6 would be pretty dismal without that.
Mat Piscatella (@matpiscatella.bsky.social)
Call of Duty: Black Ops 6 to Game Pass did a few things in the US... it resulted in a subscription spending boost, shifted share of full game sales to PlayStation, did not appear to result in massive cannibalization of sales, and did not appear to provide a significant boost to Xbox Series hardware.bsky.app
Well if COD day one on GamePass doesn't do it, nothing will.
The man on the post has fathered 2 children. How can this post be labeled intolerant?And this clown world crap for a parody site. One can argue that a lot of their parody is non parody in the lunacy out there, but I digress.
X has become a shit show regardless of your politics, the whole thing is and always has been a waste of time and most of us know that and still use it anyway lol.
Well in depth discussion is for other types of social media like message forums, X is for bullhorning your opinion to a mass audience.Always has been a shitty place to try and discuss things, I agree.
You misunderstand. It's not an excuse.Boy, Veilguard really shat the bed with its release timing.
First I'm told that the game didn't get any noms because people didn't have time to play it between release and the end of the voting period.
Now I'm told that it didn't get any sales because it launched with only 2 days of sales figures.
Honestly, I think both of those things are excuses for a game that underperformed and is more actively disliked with every passing day, which will actually kill the IP for a decade or longer.
Phil fuck around and found out.Well if COD day one on GamePass doesn't do it, nothing will.
It says "PlayStation platforms accounted for 82% of Call of Duty: Black Ops 6 total console full game dollar sales volume during the October tracking period."
Are we sure the PC numbers are included in that ratio?
Bluesky is clean? You mean the beside the large amounts of CSAM that is. Both platforms are garbage.I don't care about politics when i'm on social media and that's literally why i left twitter. Most of my algorithm was crap for 1 or 2 years. I'm not even american and trump was everywhere. Elon as well. Comment sections are bot-infested and when they are not, it's unrelated comments everywhere. That wasn't the case just 2 years ago (or 3?)
Twitter is a mess for a while now (1 or 2 years) and it's not getting any better.
Bluesky is clean af. It's what Twitter was like 10 years ago.
The man on the post has fathered 2 children. How can this post be labeled intolerant?
Thanks! Gonna add the HW estimates from IB to the OP!October 2023's combined total of 759K is extremely close to the estimate of 770K. Also Matt Piscatella says for 2024 Switch is ahead of XBS in units by 1% which lines up nicely with the estimates i use from Installbase.
InstallBase estimates October 2024
PS5: 290k
XBS: 165K
NSW: 130k
October 2023 for comparison
PS5: 360k
NSW: 210k
XBS: 200K
Because it's the better social media platform.Why are these guys all on bluesky all of a sudden? What's going on?
“Did COD increase Game Pass subscribers” is the wrong question, IMO. The real, meaningful, question is: “Did COD increase recurring Game Pass subscribers?”
Most people I know these days don’t keep a constant Game Pass sub anymore unless they already had years stacked. They wait for a game they’re interested in, sub for a month, play it that month until they beat it or are bored of it, and cancel. Then they don’t resub until another game they’re interested in shows up.
Game Pass’ success depends on people staying subscribed. A temporary bump in subscription numbers means nothing if most (or all) of them disappear in a month or two. Someone who subbed to GP Ultimate for one or two months will still pay significantly less than if they had bought the game outright at launch. That’s not a bright long term financial strategy.
This is why Xbox and PS consoles are so boring and are losing out to Steam
Always the same top 5 played games - nothing ever breaks through
You're correct. Piscatella is one of the original analysts who peddled the subscription hype. Like Microsoft, the most he would give would be vague percentages and rhetoric about growth without pointing out any of the clear weak spots. Then we find out, after 2 years of no numbers, that the real net of "Gamepass" subs decreased by the millions. Those 1 dollar deals were there for a reason.Yeah, that bugs me. He says CoD "did not appear to result in massive cannibalization of sales." Well, that means it did, in fact, result in cannibalization of sales - just not whatever Mat considers "massive." He seems to have an agenda to minimize the fact that GP cuts into actual sales. Maybe because he insisted in the past that it did not? I haven't followed him closely enough to know.
Basically because Bluesky is a left leaning version of X and much more willing to censor what people post.
Bunch of softies.
They are afraid of that Diablo player
They’re all salty that Twitter stopped censoring people.