Ok, then. So they share that information freely.
It's a bit weird given the situation, and since Gamestop can't really control anything if they possess that knowledge. Oh well.
Can we stop and think through this for a minute since it seems to be a common thought?
Microsoft and GameStop have a deep and long-standing partnership.
In the US, GameStop is:
- Microsoft's #1 retailer of Hardware
- Microsoft's #1 retailer of 1st party Packaged software
- Microsoft's #1 external retailer of 1st party Digital software
- Microsoft's #1 retailer of 3rd party Packaged and Digital software (which MS receives royalties on)
- Microsoft's #1 external retailer of XBL subscription codes and XBL currency
- Microsoft's key partner in the establishment of Digital retail programs
The list goes on beyond this.
The idea that, for some reason, Microsoft wouldn't share critical pieces of information (such as Digital share) to GameStop so it can effectively manage its business is not reasonable.
Microsoft and GameStop are not in competition. They are business partners. And business partners share critical information. If Tony Bartel says something about the business, the best thing for anyone reading that statement to do is listen and learn.
Now, some analysts are saying silly things, because they themselves cannot connect the dots between MS' PR and GameStop's statements. That's a big red flag. One of those two parties did not provide enough detail, or is not providing very clear direction as to what comprises the position. So, some analysts are making unreasonable digital estimates (when comparing against any existing benchmark). Because they can't tie the two statements out.
At some point, someone will have to clarify or restate.