Ezquimacore
Banned
they only gonna see an increase if they start releasing actual xbox games, you know like... Halo, fable, hellblade, starfield and all those other games they announced to hype the console.
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Klayzer
Member
Lol. Ive never seen a poster lack more self awarness than that dude. Dude shitposts regularly, but has the gall to call somebody else a troll, unbelievable.
your mirror would like a few words with you
But... they saw an increase without any of that.. 37% ... Just that 37% didn't hit the target goal.
Of course it will see a bigger increase with the heavy hitters
Ezquimacore
Banned
So... you're agreeing with what I'm saying, they need the xbox games to increase subscribers...
No because you said they will only see an increase when they have already increased without it...
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Hobbygaming
has been asked to post in 'Grounded' mode.
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Kagey K
Banned
Subscribers are steadily increasing as it is, seems like those big games will cause an influx of new subscribers, on top of the already increasing base.
Kagey K
Banned
You joke but what if 37% was already a lower revised estimate
They wanted 48, got 37.
What revised estimate would that be?
Or are you saying they revised it to 37 and got 37?
Those numbers have been closed and reported for 3 months now, they can’t alter them after the fact.
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vaibhavpisal
Member
People are failing to notice that MS CEO's salary is tied to gamepass growth. Not Phil's but Satya's.
That's why they are putting so much effort in gamepass.
Satya must himself check subscriber numbers on daily basis like a stock market junkie.
Only good things ahead for service in future.
That's why they are putting so much effort in gamepass.
Satya must himself check subscriber numbers on daily basis like a stock market junkie.
Only good things ahead for service in future.
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nekrik
Member
The 37% growth was already achieved by giving away milions of subs for free and 1$ Xbox Gold conversion deals! So it's underwhelming
Kagey K
Banned
Why in subscription number threads is it always free, but when talking about games coming to Gamepass it’s 15.00/month?
I love to see the disconnect, usually by the same people depending on the context.
At what point have they saturated those free/dollar deals and people are subbing because they find value in it?
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thicc_girls_are_teh_best
Member
Yep and it's not like MS is hurting for cash; granted money isn't the only factor but companies like Sega were able to do some incredible marketing in their heyday on budgets that'd be considered shoestring by today's standards.
So I just think Microsoft doesn't have a desire to do more push for direct game advertising if they feel like they don't have to. But, if the numbers in this report and some of the ones others have brought up (like the Reddit link
Ezekiel_
mentioned about #s being at 20 million, at least as of June) are true, it wouldn't hurt to bring back more of that traditional marketing effort that's on a per-game basis and just tie GamePass into that as a QoL supplement/bonus on top, even if that ends up shifting traffic towards purchases over subscriptions (which depending on how one looks at it, could be preferable anyway since the majority of content in GP are legacy titles going by volume anyway).TF? Gaming's the biggest revenue and profit entertainment industry in the world, that's not what I'd call a niche hobby. Even in terms of cultural impact; GTA, Minecraft, Fortnite, COD, Mario, Pokemon etc. have as much and in some cases more cultural relevance/impact as the MCU, Game of Thrones, Walking Dead (well, pre-Season 8), and so on. So claiming gaming is a niche hobby objectively doesn't hold up whether looking at the numbers or the mainstream mindshare.
Also you're overestimating the amount of effort a lot of modern games take in order to be competent in them. It's not like the 16-bit days or I'd even say pre-Wii days where the average game lacked a lot of QoL features like auto-saves or assist systems, intuitive 3D cameras and controls, ample strategy guides and online help, accessibility options etc. Not to mention the general average difficulty being higher in those older games. Most of the big popular mainstream/casual games today have very simple controls, and games like DOTA, LoL, fighters etc. are niche in total player numbers when compared to the entirety of the gaming population (I'm including mobile gaming here too, obviously).
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As someone mentioned cloud growth and also I think Microsoft operating margin is better currently than Apple's (need to double check that)
DenchDeckard
Moderated wildly
its obviously growth which is great but something just isn’t propelling it the way they want. There seems to be no Xbox hardware outside of the series s in the market. I never see it. No updates of stock availability at all and pc gamepass just doesn’t cut it like the console version.
they need to improve pc gamepass or pay the money to get more consoles built. Maybe they are waiting for halo and forza, I dunno.
I can’t imagine what the losses must be on these boxes With current manufacturing costs but maybe they have done a poor job at locking in fabs Pricing or aomething
they need to improve pc gamepass or pay the money to get more consoles built. Maybe they are waiting for halo and forza, I dunno.
I can’t imagine what the losses must be on these boxes With current manufacturing costs but maybe they have done a poor job at locking in fabs Pricing or aomething
Interesting that they also missed their Teams MAU by 10 percent.
For the stockholders, good news that commercial cloud revenue beat projections by around 20% or $10b and that's also including subscribers.
Also they downweighted the bonus attached to xbox, surface and LinkedIn and upped teams and cloud in fy21.
For smarter people, will we get fy22 targets anytime soon or just this time next year?
For the stockholders, good news that commercial cloud revenue beat projections by around 20% or $10b and that's also including subscribers.
Also they downweighted the bonus attached to xbox, surface and LinkedIn and upped teams and cloud in fy21.
For smarter people, will we get fy22 targets anytime soon or just this time next year?
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haveagood1
Member
You joke but what if 37% was already a lower revised estimate
You joke but what if 37% was already a lower revised estimate
martino
Member
Last months performance and problems with the product arround here is probably source of that
/jk
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DenchDeckard
Moderated wildly
its A shame we don’t have similar services to see how the growth trajectory’s is for those options.
how is ea or Ubisoft’s, PlayStation now fairing in comparison?
how is ea or Ubisoft’s, PlayStation now fairing in comparison?
haveagood1
Member
Xbox is doomed? I'm not sure what your getting at. Sure they missed their target but 37% growth is far from dreadful and that's with one of their staple franchises was delayed im sure they'll be fine.You joke but what if 37% was already a lower revised estimate
We don't have targets as far as I can tell but ps now numbers uptil their last FY ending can be found below.
Hobbygaming
has been asked to post in 'Grounded' mode.
Lol Y'all know what I meant what if 48% was the lower revised goal
They wanted 48, got 37.
What revised estimate would that be?
Or are you saying they revised it to 37 and got 37?
Those numbers have been closed and reported for 3 months now, they can’t alter them after the fact.
DenchDeckard
Moderated wildly
Well that would look good as a percentage!We don't have targets as far as I can tell but ps now numbers uptil their last FY ending can be found below.
thx
thicc_girls_are_teh_best
Member
TBF it's only 5% of his salary tied to GamePass growth. I think he could live with missing 5% considering how much money the other Microsoft divisions bring which constitute the remaining 95%
That said, I agree about the future of the service looking good overall. There's some things they could change and improve (that I touched on earlier), and they may have to restructure some things, but while I'm willing to consider a possibility of some of the more radical bad scenarios some people are thinking up I don't personally see any of those actually transpiring at current.
We'd have to see consecutive target numbers being missed over a measured period of time before running wild with "that" kind of speculation. Which is something I hope doesn't happen.
JimmyRustler
Gold Member
For me it was a great service until I relized it just makes me jump from one game to the other and that by sticking to one game like I used to I was cheaper off at the end of the day.
Will only sub the service to play day 1 Microsoft games in the future. Otherwise it's not worth it IMO.
Will only sub the service to play day 1 Microsoft games in the future. Otherwise it's not worth it IMO.
Thats very true. Its going to be a while till we get their next psnow numbers sadly. I haven't been able to do the napkin maths on the q1 growth but with YoY ps plus increase of 3% and increased ps network service revenue of 9.6%, we might be able to come out with a guess.
He is checking teams MAU and Azure usage alot more often. That's like 80% of his bonus/salary.
Duchess
Member
I had this with PS Now. It created a sort of FOMO in me that, while I was playing a good game, perhaps there were better games on the service that I should get to first..!
CuteFaceJay
Member
GAMEPASS BAYBEEEE!
MS will continue to bank roll it because it's such a big win xbox side of things and that's what they want.
MS will continue to bank roll it because it's such a big win xbox side of things and that's what they want.
it grow 37% ....people love it.....81 euro for a single game is BAD for gamers not gamepass
Bernd Lauert
Banned
37% growth?
Chukhopops
Member
I don’t think that was the case because the 48% target was already assuming a higher net subscriber growth than previous FY.
Also I’m shocked by the number of people not understanding basic growth rates / percentages, confinement really impacted the quality of education it seems.
Edit: also keep in mind that PS+ subs only increased by 2.8% over the same period, there was a big post-confinement plateau after the huge confinement increase.
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Topher
Gold Member
So much for Take Two's Strauss Zelnick knowing Microsoft's internal numbers. This doesn't seem like a big deal to me though. Xbox did not have any big first party hits at XSX launch and most of 2021. When Forza Horizon 5 and Halo hit in November and December then those numbers will get a boost. First party is what is going to drive Game Pass.
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IDKFA
I am Become Bilbo Baggins
I think Microsoft need to make it more appealing. I've said this before, but having third party games appear on the service months (sometimes over a year) after release, then after a time leave the service, isn't appealing to a lot of people.
If they want to increase subs, they need to ensure all third party games are on the service from day one, plus guarantee that the third party games NEVER leave the service. Do that and watch sub numbers sky rocket.
If they want to increase subs, they need to ensure all third party games are on the service from day one, plus guarantee that the third party games NEVER leave the service. Do that and watch sub numbers sky rocket.
II_JumPeR_I
Member
Imo the heavy 1st party games are missing. Games announced in 2020 are mia or MS announces more with pointless CGI Trailers and no release date.
They also need to get more 3rd partys onboard. Imagine if that Battlefield 2042 rumor turned out true with it beiing day 1 in gamepass.
The agressive MS needs to come back.
They also need to get more 3rd partys onboard. Imagine if that Battlefield 2042 rumor turned out true with it beiing day 1 in gamepass.
The agressive MS needs to come back.
Bernd Lauert
Banned
So... just offer people all the games ever made forever for 15 bucks a month? Genius idea. Someone should tell Spencer...
Dr Bass
Member
It’s not 37% growth people. Growth itself is up 37%. Holy 
how is this being misunderstood.
Let me explain.
If they were at 18 million subs and actually had 37% growth over a year they would land at 24.6 million.
If they had 18 million subs but growth had been 1 million a year in the previous year and THAT number actually went up 37% (which is what actually happened) they would have grown by 1.37 million for a total of 19.37 million. This is almost the exact total number speculated, meaning total growth is actually a smallish number. Even if it goes to 100% growth that will only be 3 million subs over a year. To hit 23 million. It’s going to need to hlike 1000% increase in growth to hit this 50 million in two years that some here are speculating.
At the current rate it won’t hit 30 million by the end of this gen. A large uptick in subs needs to happen and there can’t be a lot of churn.
That is the reality of the currently released numbers and percentages.
how is this being misunderstood.Let me explain.
If they were at 18 million subs and actually had 37% growth over a year they would land at 24.6 million.
If they had 18 million subs but growth had been 1 million a year in the previous year and THAT number actually went up 37% (which is what actually happened) they would have grown by 1.37 million for a total of 19.37 million. This is almost the exact total number speculated, meaning total growth is actually a smallish number. Even if it goes to 100% growth that will only be 3 million subs over a year. To hit 23 million. It’s going to need to hlike 1000% increase in growth to hit this 50 million in two years that some here are speculating.
At the current rate it won’t hit 30 million by the end of this gen. A large uptick in subs needs to happen and there can’t be a lot of churn.
That is the reality of the currently released numbers and percentages.
vaibhavpisal
Member
I think sales of Series consoles is also tied to gamepass subscriber growth.
Can't imagine anyone getting a new system and not getting subscription.
Content is pretty solid on gamepass.
They need to manufacture more systems and improve GP PC to offer good, consistent user experience.
vaibhavpisal
Member
It’s not 37% growth people. Growth itself is up 37%. Holy
Let me explain.
If they were at 18 million subs and actually had 37% growth over a year they would land at 24.6 million.
If they had 18 million subs but growth had been 1 million a year in the previous year and THAT number actually went up 37% (which is what actually happened) they would have grown by 1.37 million for a total of 19.37 million. This is almost the exact total number speculated, meaning total growth is actually a smallish number. Even if it goes to 100% growth that will only be 3 million subs over a year. To hit 23 million. It’s going to need to hlike 1000% increase in growth to hit this 50 million in two years that some here are speculating.
At the current rate it won’t hit 30 million by the end of this gen. A large uptick in subs needs to happen and there can’t be a lot of churn.
That is the reality of the currently released numbers and percentages.
How did you came up with 1 million figure for growth?
Is it reported or a guess?
I am not sure it is the % increase of the previous years growth as you are effectively saying.
StreetsofBeige
Gold Member
I havent check user count, so all I know is the 37% YOY rate.It’s not 37% growth people. Growth itself is up 37%. Holy
Let me explain.
If they were at 18 million subs and actually had 37% growth over a year they would land at 24.6 million.
If they had 18 million subs but growth had been 1 million a year in the previous year and THAT number actually went up 37% (which is what actually happened) they would have grown by 1.37 million for a total of 19.37 million. This is almost the exact total number speculated, meaning total growth is actually a smallish number. Even if it goes to 100% growth that will only be 3 million subs over a year. To hit 23 million. It’s going to need to hlike 1000% increase in growth to hit this 50 million in two years that some here are speculating.
At the current rate it won’t hit 30 million by the end of this gen. A large uptick in subs needs to happen and there can’t be a lot of churn.
That is the reality of the currently released numbers and percentages.
So what's the real estimated user count? +37% compared to what last year user count used? Is it 18M + 37%? Or a different number + 37%?
Chukhopops
Member
What you wrote is entirely wrong. The growth is in actual subscriber numbers year on year, it’s written exactly like that in the report. Just have a look and you’ll see.It’s not 37% growth people. Growth itself is up 37%. Holy
Let me explain.
If they were at 18 million subs and actually had 37% growth over a year they would land at 24.6 million.
If they had 18 million subs but growth had been 1 million a year in the previous year and THAT number actually went up 37% (which is what actually happened) they would have grown by 1.37 million for a total of 19.37 million. This is almost the exact total number speculated, meaning total growth is actually a smallish number. Even if it goes to 100% growth that will only be 3 million subs over a year. To hit 23 million. It’s going to need to hlike 1000% increase in growth to hit this 50 million in two years that some here are speculating.
At the current rate it won’t hit 30 million by the end of this gen. A large uptick in subs needs to happen and there can’t be a lot of churn.
That is the reality of the currently released numbers and percentages.
IDKFA
I am Become Bilbo Baggins
Yeah. However, it couldn't be for the same cost. For that kind of service they would need to increase the cost, but it would be worth it considering you'd have access to every game, plus with the added bonus that it would never leave the service.
Bernd Lauert
Banned
Entirely and utterly wrong.It’s not 37% growth people. Growth itself is up 37%. Holy
Let me explain.
If they were at 18 million subs and actually had 37% growth over a year they would land at 24.6 million.
If they had 18 million subs but growth had been 1 million a year in the previous year and THAT number actually went up 37% (which is what actually happened) they would have grown by 1.37 million for a total of 19.37 million. This is almost the exact total number speculated, meaning total growth is actually a smallish number. Even if it goes to 100% growth that will only be 3 million subs over a year. To hit 23 million. It’s going to need to hlike 1000% increase in growth to hit this 50 million in two years that some here are speculating.
At the current rate it won’t hit 30 million by the end of this gen. A large uptick in subs needs to happen and there can’t be a lot of churn.
That is the reality of the currently released numbers and percentages.
Chukhopops
Member
Here's the evolution in terms of monthly net sub growth for the main services. GP is based on the estimate of 20M as of end of June 21 (which zHugeEX is using).
PSNow has no 2021 data as far as I know.