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[Ozzy Onya A2Z]

This isn't about me.

Like I said in my edit:



With all due respect, it's not me who you need to be wishing luck.

Now you're worried about a company that just put up $70B in the industry and has $1B a quarter in gaming subs already sustaining itself? I know who's confused alright.

EDIT: you know what other product MS have that is "every where to any one"?, Azure. it happily offers a service that is varied as hell. I suppose you're worried about Azure not having one specific marketing tactic too?

 

[Chronicle]

This thread was made for you, Eddie. Since you left us hw dmsales are down 30%. Microsoft needs you.

Well on the bright (rainbow) side perhaps you've found a audience to shill to on the other site. Careful over there. They'll tear off your balls and feed on them.

 

[ChorizoPicozo]

They didn't lol. Otherwise the Switch wouldn't be selling this well nor its main SKU would be the hybrid model, instead of the exclusively handheld one.

Just with like any other company, Nintendo had its ups and downs. But unlike most of these companies, Nintendo always came up on top at the end.

lol they totally did

they totally did!.
look at the downward trend (wii was totally an anomaly)
Nintendo success is because of the handheld, in the home console market they are even worse than xbox.

let that sink in.

 

[FIREKNIGHT2029]

It's already happening in the thread

These people are delusional.

These numbers are terrible. If I'm an investor I'm panicking right now and if I'm in charge I'm looking for who to fire.

 

[GHG]

Now you're worried about a company that just put up $70B in the industry and has $1B a quarter in gaming subs already sustaining itself? I know who's confused alright.

And right on schedule you get defensive instead of addressing the actual points and results at hand.

Oh no, don't worry about Xbox they said as yet another quarter of dwindling hardware sales goes by. Laughable really.

 

[Ozzy Onya A2Z]

And right on schedule you get defensive instead of addressing the actual points and results at hand.

Oh no, don't worry about Xbox they said as yet another quarter of dwindling hardware sales goes by. Laughable really.

How am I defensive exactly? You're just deflecting because your arguments don't hold water mate.

 

[bender]

You can't just say to people "hey we are everywhere and anywhere and can do anything you want". No product is capable of that.

No product?

 

[Tiago Rodrigues]

XbS sold around 20m by now. That is a better trajectory than Xbox one.

It will pass 51m easily and has better first party studio than Xbox one.

Series will be at 25M after 3 years on the market. That’s half of 50M. Do you think sales won’t keep slowing down in the future?
They may surpass the 50M mark…but is it a victory when you took 6 years to do so? Specially with a console on sale for the entire gen for 300 dollars or euros which the previous gen didn’t have? (When it’s not on discount lol)

If this smell like victory to you…okay then.

It also just hit me ps5 is surpassing Xbox Ones overall sales somewhere during this year…which is something.

 

[wolffy66]

Both of these can exist at the same time ps+ is currently higher than gamepass and they can sell big games. They also don't have to spend money making sure big third party releases releases on thier sub service.

Did I say otherwise? Obviously there's room for Sony Nintendo, MS, PC, and mobile. None of these guys need any of the others to go away for success. In fact they are all kinda carving out their niche right now.

 

[GHG]

How am I defensive exactly? You're just deflecting because your arguments don't hold water mate.

This is the definition of deflection:

Now you're worried about a company that just put up $70B in the industry and has $1B a quarter in gaming subs already sustaining itself?

Not to mention the fact that the headline figure there being mentioned is greatly ironic in this context.

What do you think will happen if things continue on this trajectory? Just chuck another $70B at it and hope for the best?

 

[feynoob]

Series will be at 25M after 3 years on the market. That’s half of 50M. Do you think sales won’t keep slowing down in the future?
They may surpass the 50M mark…but is it a victory when you took 6 years to do so? Specially with a console on sale for the entire gen for 300 dollars or euros which the previous gen didn’t have? (When it’s not on discount lol)

If this smell like victory to you…okay then.

It also just hit me ps5 is surpassing Xbox Ones overall sales somewhere during this year…which is something.

Let me ask you this question.
Did Xbox had a stable year for first party games?

So far, we have not seen Xbox have a stable year with their first party games.

First 7 months, no AAA games. 2022 went without AAA release.

These are what affects your console sales.

 

[FrankWza]

Now you're worried about a company that just put up $70B in the industry

$1B a quarter in gaming subs

These might as well be 2 different companies.

$1B a quarter in gaming subs already sustaining itself?

Revenue not profit. A big chunk of that could be gold subs which could be doing the heavy lifting

 

[Ozzy Onya A2Z]

These people are delusional.

These numbers are terrible. If I'm an investor I'm panicking right now and if I'm in charge I'm looking for who to fire.

If you were an investor you'd know MS is up 9% overall in this earnings call. Nearly double digit growth in the economic downturn we're currently in. Some GAF posts hold some real comedic value.

 

[Ozzy Onya A2Z]

This is the definition of deflection:



Not to mention the fact that the headline figure there being mentioned is greatly ironic in this context.

What do you think will happen if things continue on this trajectory? Just chuck another $70B at it and hope for the best?

What are you even arguing? That Xbox needs one clear marketing message? They can only push consoles sales through tent pole games? Is that what you want me to debate.

I clearly believe MS/Xbox are quite capable of marketing a broad spectrum of services, games and subs vs buy. You do not. Apparently I'm defensive because I don't agree with you.

 

[GHG]

If you were an investor you'd know MS is up 9% overall in this earnings call. Nearly double digit growth in the economic downturn we're currently in. Some GAF posts hold some real comedic value.

We are talking about the Gaming/Xbox division, not Microsoft as a whole. Pay attention.

If you want to jerk off to microsoft's stock and their earnings report as a whole we have a thread for that in the off topic section.

And you have the cheek to talk to me about "deflection".

What are you even arguing? That Xbox needs one clear marketing message? They can only push consoles sales through tent pole games? Is that what you want me to debate.

I clearly believe MS/Xbox are quite capable of marketing a broad spectrum of services, games and subs vs buy. You do not. Apparently I'm defensive because I don't agree with you.

You being defensive is not "apparently", we are well past that stage.

And yes, I said what I said. The market is making their feelings heard loud and clear.

 

[adamsapple]

These might as well be 2 different companies.

Revenue not profit. A big chunk of that could be gold subs which could be doing the heavy lifting

Gold doing the heavy lifting, when GP alone was doing $3bn revenues in earlier years, would be an incredible miracle.

 

[Ozzy Onya A2Z]

We are talking about the Gaming/Xbox division, not Microsoft as a whole. Pay attention.

If you want to jerk off to microsoft's stock and their earnings report as a whole we have a thread for that in the off topic section.

And you have the cheek to talk to me about "deflection".

Last I checked Xbox doesn't trade as its own company or stock code. Apparently I'm to worship you or some shit given your tone.

EDIT: And yet the thread title starts with "MS earnings call..."

 

[Nautilus]

lol they totally did

they totally did!.
look at the downward trend (wii was totally an anomaly)
Nintendo success is because of the handheld, in the home console market they are even worse than xbox.

let that sink in.

You completely ignored what I said, about the Switch being bought and played as a hybrid console(Which is also a home console) just to being able to ramble on LOL.

You are not even trying to make a point, you are simply going full console warring here, ignoring facts left and right.

You should stop, this is pathetic at this point. I'll stop too, because going any further with this pathetic dick measuring contest would be pathetic.

 

[Portugeezer]

Xbox should spend a few billion snatching big Jimbo from PlayStation.

 

[FIREKNIGHT2029]

If you were an investor you'd know MS is up 9% overall in this earnings call. Nearly double digit growth in the economic downturn we're currently in. Some GAF posts hold some real comedic value.

MS is up but Xbox is down and dragging our numbers down with it.

If I'm an investor I'm asking why the fuck do we need Xbox

 

[GHG]

Gold doing the heavy lifting, when GP alone was doing $3bn revenues in earlier years, would be an incredible miracle.

I wouldn't say Gold will be doing any heavy lifting, especially not from a growth perspective, but it would be foolish to dismiss that vector considering the fact that it's still a requirement if someone on console wants to play online.

 

[feynoob]

MS is up but Xbox is down and dragging our numbers down with it.

If I'm an investor I'm asking why the fuck do we need Xbox

I am glad you are not an investor.

 

[Brucey]

These people are delusional.

These numbers are terrible. If I'm an investor I'm panicking right now and if I'm in charge I'm looking for who to fire.

If you are an MSFT investor the performance or lack thereof of Xbox hardware is basically a percentage error versus the real profit makers like Windows, Office and Azure. There's a reason Xbox is bundled in with Windows for accounting and reporting.

 

[adamsapple]

I wouldn't say Gold will be doing any heavy lifting, especially not from a growth perspective, but it would be foolish to dismiss that vector considering the fact that it's still a requirement if someone on console wants to play online.

Oh I don't dismiss it at all. I just don't think it's anywhere close to encroach a point where it's accounting for a billion dollars in revenue in a year.

MS has all but completely stopped talking about it. We only hear about growth related to GP over the quarters.

 

[gothmog]

30% down on your third year is terrible. I don’t think we’ve ever seen hardware decline so fast for a console before. No way to spin this.

Prepare to be amazed by a whole circus of spin!

 

[FIREKNIGHT2029]

I am glad you are not an investor.

You can be glad but sooner or later the investors are gonna wake up and start asking these questions especially if Starfield doesn't deliver any major growth.

 

[FrankWza]

Gold doing the heavy lifting, when GP alone was doing $3bn revenues in earlier years, would be an incredible miracle.

Big chunk in revenue. The heavy lifting portion would be the profits. Thats why they attempted a price hike and why they don't separate them in reports. They're both subs.

 

[GHG]

If you are an MSFT investor the performance or lack thereof of Xbox hardware is basically a percentage error versus the real profit makers like Windows, Office and Azure. There's a reason Xbox is bundled in with Windows for accounting and reporting.

The division is about to be responsible to Microsoft's biggest acquisition in the company's history by quite some margin.

If people think they will be able to continue flying under the radar then think again.

 

[feynoob]

I wouldn't say Gold will be doing any heavy lifting, especially not from a growth perspective, but it would be foolish to dismiss that vector considering the fact that it's still a requirement if someone on console wants to play online.

A year gold is 60$, which is 1/3rd of gamepass yearly.

34m of gold users is equivalent of 25m game pass users at the 8$ average price.

Both will bring the same amount of money, granted MS has those 34m gold users, plus 25m gamepass users.

 

[ChorizoPicozo]

You completely ignored what I said, about the Switch being bought and played as a hybrid console(Which is also a home console) just to being able to ramble on LOL.

You are not even trying to make a point, you are simply going full console warring here, ignoring facts left and right.

You should stop, this is pathetic at this point. I'll stop too, because going any further with this pathetic dick measuring contest would be pathetic.

the facts triggered you that much boy?

switch "hybrid" nature is exactly the fucking point. ONE console that absorbed the practically none existen home console numbers.

 

[nial]

MS and especially Sony are not over.Far from it. They are changing their focus, and moving their gaze elsewhere where they think they will find more success and thus money. It seems pretty clear that they think that having a platform(Somewhere you buy your games from, a storefront in a sense, is more profitable. That can be downloaded from any device, be it a PC, a gaming dedicated hardware, or smart tvs) is more important and profitable than focusing on a hardware, an ecosystem that you have 100% control. Are they right? Who knows.Only time will tell, but I can certainly see the logic behind it.

I don't think Sony is really focusing on all of that, if anything, they're going the same route as Nintendo regarding TV and movie expansion.

Nintendo is doing the same thing, but their expansion is more focused on levering their IP on other industries(movies and theme parks) rather than moving away from consoles.

 

[feynoob]

You can be glad but sooner or later the investors are gonna wake up and start asking these questions especially if Starfield doesn't deliver any major growth.

You don't have to worry about it. Because that the is the last thing an investor will look at.

If you are investor, you will look at Xbox gaming revenue, especially game pass, and activision blizzard deal.

 

[FIREKNIGHT2029]

Prepare to be amazed by a whole circus of spin!

I saw the news and came in here expecting some people having sober discussions and accepting reality.

Instead I came in here and I'm still finding people living in an alternate universe where these shitty numbers are good.

 

[lh032]

must be stock issue.

 

[Brucey]

A year gold is 60$, which is 1/3rd of gamepass yearly.

34m of gold users is equivalent of 25m game pass users at the 8$ average price.

Both will bring the same amount of money, granted MS has those 34m gold users, plus 25m gamepass users.

The cost to Microsoft to fund gamepass (due to payments to third parties) will be higher than xbl gold, where the costs would be less. I think that's what he's saying.

 

[onQ123]

I saw the news and came in here expecting some people having sober discussions and accepting reality.

Instead I came in here and I'm still finding people living in an alternate universe where these shitty numbers are good.

Numbers are only bad for Xbox Consoles

 

[Brucey]

You don't have to worry about it. Because that the is the last thing an investor will look at.

If you are investor, you will look at Xbox gaming revenue, especially game pass, and activision blizzard deal.

Well I think they'd like to see profit numbers for Xbox but MS aren't forthcoming with that data

 

[gothmog]

If you were an investor you'd know MS is up 9% overall in this earnings call. Nearly double digit growth in the economic downturn we're currently in. Some GAF posts hold some real comedic value.

Up 9% on the backs of a 10000 person layoff. I imagine the stock will stay flat but hey that's better than a sharp drop like other companies.

 

[Nautilus]

I don't think Sony is really focusing on all of that, if anything, they're going the same route as Nintendo regarding TV and movie expansion.

I do agree on the TV and movie expansion bit, I should've clarified that better. But considering that almost all recent PS exclusive first party games is on PC, or will be available in the near feature, its safe to assume that(much like MS), they are moving away from focusing exclusively on a dedicated gaming hardware(i.e. "console wars"), which Nintendo is still 100% focused on.

 

[fastest finger]

Their next acquisition is already being prepared.

By bending over and applying lube?

 

[Ozzy Onya A2Z]

Up 9% on the backs of a 10000 person layoff. I imagine the stock will stay flat but hey that's better than a sharp drop like other companies.

I've posted about this before, MS was regularly a 170,000 staff company and during tech pandemic "success" period added 50,000 staff and now with downturn laid off 10,000. They have sustained growth to 210,000 odd staff but the way you put it sounds horrible. Economic realities affect small and large businesses, MS isn't immune to that but overall they have done amazing in terms of staff growth and sustain in recent years.

 

[feynoob]

The cost to Microsoft to fund gamepass (due to payments to third parties) will be higher than xbl gold, where the costs would be less. I think that's what he's saying.

Profit wise, gold wins easily. Gold games are shit.

Well I think they'd like to see profit numbers for Xbox but MS aren't forthcoming with that data

They are losing money on hardware, so that is a not a good sign to look at for consoles.

Content and service plus accessories is where the profits will be. But that depends on higher platform numbers, which results in more revenue.

From that perspective, profits will be small (hardware will eat some of those revenue).

 

[feynoob]

If activitision deal gets approved by both cma and EU, MS will close activitision in June.

This means that Xbox will get both Diablo and starfield day1 for game pass, which will move some serious numbers during the holidays.

If the deal fails, then it's up to MS first party to do the heavy lifting.

 

[nial]

I do agree on the TV and movie expansion bit, I should've clarified that better. But considering that almost all recent PS exclusive first party games is on PC, or will be available in the near feature, its safe to assume that(much like MS), they are moving away from focusing exclusively on a dedicated gaming hardware(i.e. "console wars"), which Nintendo is still 100% focused on.

I mean, is that even true? What would you exactly say about their mobile expansion, then?
And to say that at some point Sony will be moving away from consoles, yeah, need to wait for the moment their hardware stops being pretty successful.

 

[Ansphn]

Source?

 

[FIREKNIGHT2029]

You don't have to worry about it. Because that the is the last thing an investor will look at.

If you are investor, you will look at Xbox gaming revenue, especially game pass, and activision blizzard deal.

Investors also look at profit mostly and MS isn't exactly sharing those. If you think investors are only looking at revenue when hardware is down 30% and Gaming is down 4% then I don't know what to tell you.

 

[feynoob]

Investors also look at profit mostly and MS isn't exactly sharing those. If you think investors are only looking at revenue when hardware is down 30% and Gaming is down 4% then I don't know what to tell you.

Gaming includes both hardware and software, which is why it's down only 4%.
The hardware revenue is also affected by both xsx and xss price disparity. It will have been pretty bad, if it was xsx only.

The other thing you still keep missing out is activitision deal.
MS is in the process of acquiring activision. If cma and EU approves, that means their get Activision blizzard under their Xbox catalog. Which will help MS sell alot of consoles during the holidays.

It's why investors aren't interested in this result at the moment.

 

[FIREKNIGHT2029]

Numbers are only bad for Xbox Consoles

Overall gaming is down 4%, that's not Xbox consoles only.

These numbers are terrible.

 

[SenjutsuSage]

That's because of Microsoft big pockets, not because of Phil Spencer...

It's like gloating about buying a big house with your dad's money....

It was Phil Spencer who successfully convinced Satya Nadella to not shut Xbox down, and to start opening up the wallet for gaming.

https://www.gamespot.com/articles/phil-spencer-is-exactly-who-you-think-he-is/1100-6468846/

Therefore, all the studio acquisitions can absolutely be credited to his efforts since he sounds like he convinced the CEO to loosen the purse strings just a tad. And by just a tad I mean over $78 billion between Minecraft, Bethesda, Activision Blizzard King and all the other smaller studio and IP additions. There's a reason he's been promoted to CEO of Microsoft's new business segment, Microsoft Gaming. Microsoft is liking what they're seeing out of Game Pass.

 

[feynoob]

Overall gaming is down 4%, that's not Xbox consoles only.

These numbers are terrible.

Have you seen software and subscriptions?
Only reason gaming is down is due to hardware.