Allow me to provide the highlight of the highlight since everything else is white noise:
The entire thing: "We are bringing great games to more people on more devices. With our acquisition of Activision Blizzard King, which closed October 2023, we’ve added hundreds of millions of players to our ecosystem. We now have 20 franchises that have generated over $1 billion in lifetime revenue—from Candy Crush, Diablo, and Halo, to Warcraft, Elder Scrolls, and Gears of War. And with Xbox cloud gaming, we continue to innovate to offer players more ways to experience the games they love—where, when, and how they want. Finally, we brought four of our fan-favorite titles to Nintendo Switch and Sony PlayStation for the first time, as we continue to extend our content to new platforms."
But he did mention being excited about bringing games to other platforms twice.
I mean.....he even mentioned the consoles for Playstation and Nintendo and (again) didn't even mention the Xbox console or Game Pass.
That's not normal.
PS and Nintendo could've both blocked those 4 MS games from their platforms and MS would have nothing positive to say about "Gaming" for the last 12 months outside of the fact that it spent more money buying studios in a sad attempt at buying active users. Both PS and Nintendo would have survived just fine without the added sales from those 4 games but the damage it would've done to MS Gaming would likely be permanent.
I don't think it's lose billions but it's lose millions upon millions.
The rest i agree with. We are going to see a push from everyone to get their content in front of more eyes. Be it through streaming or releasing on more platforms.
Inconsistent gameplay across a massive range of substandard devices will benefit MS and its core purpose of making PC the only place where serious gaming lives.
The more devices MS can ship its games on the more devices MS can use in the comparisons where the PC version of every game looks and performs the best.
No x86 PS or ARM Nintendo console can beat an x86 PC at playing x86 PC games.