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[Thick Thighs Save Lives]

 

[Topher]

Where the gamepass numbers at?

 

[Ass of Can Whooping]

What will my purpose be once Xbox is dead?

Probably just kill myself

 

[Clintizzle]

"Gaming" is bigger than Windows lol

but not in the Uk Boxed Sales market. So it doesn't matter.

 

[twilo99]

What will my purpose be once Xbox is dead?

Probably just kill myself

You better figure that shit out because you don't have much time...

 

[Bumblebeetuna]

In to read Neogaf experts explain how Xbox is a failure.

Yup

 

[Mr Moose]

They are expecting a 40% drop in hardware next Q?

 

[kazuyamishima]

They are expecting a 40% drop in hardware next Q?

Yes, and January - March 2023 was bad already.

 

[Ozriel]

They are expecting a 40% drop in hardware next Q?

Hardware sells better during holidays.

 

[Baki]

I think Xbox+ABK need new leadership. The division has the potential to be a major player in the market but they need leadership that will do a better job of leveraging the extensive resources, assets and IPs that the company owns.

Hardware sells better during holidays.

It's likely a YoY comparison. Comparing Jan-Mar 2023 to Jan-Mar 2024.

 

[Darsxx82]

They are expecting a 40% drop in hardware next Q?

Yes. In income compared to Q3 (January-March) 2023. Possible price reduction or discounts + fewer units.... That -40% in income would not be a surprise. If you add a possible announcement of games coming to PS5/Switch and it doesn't seem like ABK games will be coming to Gamepass soon... even more so.

 

[Kssio_Aug]

Where the gamepass numbers at?

Now, I'm not being sarcastic or anything, and I might be completely wrong. But isn't omitting profit from specific segments relatively common among these huge companies that work with various different services and products? Don't Amazon and Apple, for example, do the same?

 

[havoc00]

We are so back X bros

 

[Ozriel]

It's likely a YoY comparison. Comparing Jan-Mar 2023 to Jan-Mar 2024.

I read the thread. You’re very likely correct

 

[Baki]

Now, I'm not being sarcastic or anything, and I might be completely wrong. But isn't omitting profit from specific segments relatively common among these huge companies that work with various different services and products? Don't Amazon and Apple, for example, do the same?

Zuck should've done that with the Quest segment. His transparency meant that investors dragged him over the coals for the massive losses in the division.

 

[adamsapple]

What will my purpose be once Xbox is dead?

Probably just kill myself

 

[Kenneth Haight]

I expect Phil to get an award or two for this.

An award from who?

 

[FunkMiller]

They are expecting a 40% drop in hardware next Q?

MY GOD.

Maybe having zero exclusive games wasn’t such a good idea, after all??????

 

[Ass of Can Whooping]

Zuck should've done that with the Quest segment. His transparency meant that investors dragged him over the coals for the massive losses in the division.

Wish most companies would do it. Easiest 20K i've ever earned

 

[FunkMiller]

Now, I'm not being sarcastic or anything, and I might be completely wrong. But isn't omitting profit from specific segments relatively common among these huge companies that work with various different services and products? Don't Amazon and Apple, for example, do the same?

Yes. Mainly for two reasons: hide the losses from shareholders. Hide the profits from tax authorities.

 

[adamsapple]

 

[jroc74]

They are expecting a 40% drop in hardware next Q?

Yes, and January - March 2023 was bad already.

Alrighty then....

 

[shamoomoo]

What will my purpose be once Xbox is dead?

Probably just kill myself

Aren't you a pugilist? You can go back to fighting instead of wasting yourself if Xbox goes extinct.

 

[Ass of Can Whooping]

Aren't you a pugilist? You can go back to fighting instead of wasting yourself if Xbox goes extinct.

You're right. There's always Nintendo

Banjo64 i'm coming for your happiness and peace of mind next

 

[jm89]

40% drop compared to the same quarter last year? Bruh.

 

[Baki]

Probably closer to 600K consoles as I suspect they will not want to sell XSX at a loss.

 

[kazuyamishima]

Probably closer to 600K consoles as I suspect they will not want to sell XSX at a loss.

But, at $299 and $499, they are already selling both consoles at a loss.

 

[gow3isben]

Looking forward to Xbox embracing the role of being gaming's biggest third party publisher starting next gen

 

[Mahavastu]

i'm confused so hardware revenue went up, but they sold less consoles? i am not sure i follow

One way would be to sell more Series X instead of the cheaper Series S.
Not sure if Series X was fully available last year already (Q4 2022), while Series S was available most of the time...

 

[Salty Popsicle]

Looking forward to Xbox embracing the role of being gaming's biggest third party publisher starting next gen

Yep, and then Sony and Nintendo attempting to pivot their own businesses to streaming, Cloud, and "games available on all platforms" once they see how large the margins become when hardware is virtually eliminated.

 

[jroc74]

Whatever plans MS has for their next gen console possibly releasing early or a maybe mid gen refresh they better knock it out the park.

Its legit looking rougher than the XBO.

 

[bender]

What will my purpose be once Xbox is dead?

Probably just kill myself

 

[Ass of Can Whooping]

Yep, and then Sony and Nintendo attempting to pivot their own businesses to streaming, Cloud, and "games available on all platforms" once they see how large the margins become when hardware is virtually eliminated.

Copius hopius

 

[SmokedMeat]

I’ll bring up the same thing I always bring up when Microsoft shares their revenue:

How much is actual profit?

$8 billion in gaming revenue don’t mean Jack if there is $9 billion in expenses.

Still no me mention of Gamepass subscribers.

Exactly. All that revenue is meaningless without knowing what they spent.

 

[Salty Popsicle]

Copius hopius

"Kenichiro Yoshida, Sony CEO, emphasizes this strategic shift, stating, “PlayStation is Sony’s core platform, but we will concentrate on expanding our titles to multiple platforms.” This move is a game-changer, marking a transition from the closed-off ecosystem that PlayStation users have been accustomed to."

 

[Baki]

Yep, and then Sony and Nintendo attempting to pivot their own businesses to streaming, Cloud, and "games available on all platforms" once they see how large the margins become when hardware is virtually eliminated.

Margins are much lower when the cost of the "console" is taken up by the platform holder. In a console world, you pay $500 and you game locally on your machine. That's great for MS, Sony and Nintendo. In a cloud world, MS has to pay $500 for a machine and $$$ for energy costs, real-estate, installation of the server blades, and expensive on-premise and off-premise engineers to maintain the infrastructure.

So why the move to Cloud? They think they can attract more consumers by reducing the upfront cost of entering the ecosystem and because cloud is a hot topic on Wall St. So their bet is on shitter margins but much more volume.

 

[Salty Popsicle]

Margins are much lower when the cost of the "console" is taken up by the platform holder. In a console world, you pay $500 and you game locally on your machine. That's great for MS, Sony and Nintendo. In a cloud world, MS has to pay $500 for a machine and $$$ for energy costs, real-estate, installation of the server blades, and expensive on-premise and off-premise engineers to maintain the infrastructure.

So why the move to Cloud? They think they can attract more consumers by reducing the upfront cost of entering the ecosystem and because cloud is a hot topic on Wall St. So their bet is on shitter margins but much more volume.

You speak as if Microsoft doesn't already have the infrastructure in place today to do exactly that. If you are not Microsoft or Amazon, then I guess you should be worried.

 

[Bernoulli]

 

[Ass of Can Whooping]

"Kenichiro Yoshida, Sony CEO, emphasizes this strategic shift, stating, “PlayStation is Sony’s core platform, but we will concentrate on expanding our titles to multiple platforms.” This move is a game-changer, marking a transition from the closed-off ecosystem that PlayStation users have been accustomed to."

So delusional lol

 

[ChorizoPicozo]

just kill that shit.

 

[Baki]

You speak as if Microsoft doesn't already have the infrastructure in place today to do exactly that. If you are not Microsoft or Amazon, then I guess you should be worried.

X-Cloud is separate to Azure because the hardware has to be a console, not a random VM from Azure. I would say cloud is an inferior business model for MS, but the realities of the market are forcing them to adopt a low-margin business model, and bet on scale and volume instead.

 

[The Inventor]

It still amazes me how Phil went from being top notch gaming savior to the worst calamity in the industry and candidate to the walk of shame. I need to think about this for a while, looking at my Series X...

 

[Ass of Can Whooping]

It still amazes me how Phil went from being top notch gaming savior to the worst calamity in the industry and candidate to the walk of shame. I need to think about this for a while, looking at my Series X...

Top 10 anime transformations

 

[Baki]

just kill that shit.

Hard disagree. I like my Xbox. I want them to continue in the dedicated platform business.

 

[ChorizoPicozo]

Hard disagree. I like my Xbox. I want them to continue in the dedicated platform business.

happy for you. but i am talking about the market.

 

[Salty Popsicle]

So delusional lol

I agree, that Sony CEO guy sure is looney.

 

[Ass of Can Whooping]

I agree, that Sony CEO guy sure is looney.

You're listening to the voice in your head and not reality

copius hopius

 

[DenchDeckard]

That hardware prediction....yikes...

 

[DaGwaphics]

Sweet baby jesus. They can't hide this lack of growth.

With the way certain posters on here are always painting it, anything better than a 50% decline is a huge success.

 

[Salty Popsicle]

You're listening to the voice in your head and not reality

copius hopius