Interesting perspective but I don't think there will be much of a decline if any because as hardware starts to peak software will gain and that's where the margin is especially if they keep doing seasonal promos for GPU.Are we thinking the massive bump in MAU is from Gamepass promo recently? There did seem to be a huge influx of people finally jumping on board.
First fiscal of over 11 billion in revenue now for xbox even with EoL hardware sales. No way they pull a higher revenue next year, otherwise gamepass and gold must be doing massive for them. We'll see a decline next until Scarlett now, I expect the same from Sony and understandably from both.
64% azure again is fucking insane, they've beaten analyst predictions every quarter for years on end now. They'll over take Amazon at this rate quicker then expected.
Still, if things were aligned well they would be relessing games that gives more people a reason to get their hardware, I mean the ps4 is still selling at a very good pace and trading blows with the switch, add that there are already over twice as many people who have bought PS4 s the large majority don't have an Xbox, why aren't hese gamers tempted to try the other console?Because this console generation is ending and anyone who wanted by a Xbox One has already bought it, and the rest are waiting for Scarlet.
The SAD should have been smaller and cheaper... That ad for the SAD made them look lame and goofy... Drastic measures need to be made for the upcoming holidays if they want to catch some spark.. Or its downhill till nextgen.
I love MAUs, they always show up in my reports to cheer me up!
Still, if things were aligned well they would be relessing games that gives more people a reason to get their hardware, I mean the ps4 is still selling at a very good pace and trading blows with the switch, add that there are already over twice as many people who have bought PS4 s the large majority don't have an Xbox, why aren't hese gamers tempted to try the other console?
MS are not placing their pieces to make a good transition to the next generation, they seem to put an emphasis on having a lot of games, over having really great ones that make their platform stand out (like Nintendo and Sony are doing). Sure their new studios may deliver just that, but so far they have proven unable to manage their own studios in a way that is condusive to that. They seem to worry more about revenue streams (gaas, subscription services, dlc, etc.) Than actual great games, so I'm not that hopeful for next gen.
the essentially mandatory PS+ subscription. I wouldn’t play enough to justify it, but would get annoyed when I wanted to play with someone, but didn’t have it.
That MAU is an important number, I think we can agree on. What is actually measures and how you can build upon that for future business growth / how you can monetise that active user base has the biggest implications.If MS is serious about games being available to anyone on any device MAU is certainly the only way to measure the success
The number of users are higher than the installed base of the Xbox One (around 40-45 million), makes me wonder if is the PC users, lots of 360s still connected and people with two or more accounts.
Because this console generation is ending and anyone who wanted by a Xbox One has already bought it, and the rest are waiting for Scarlet.
PS is going to show close to a 30% decline.Minecraft via mobile is also counted as MAU
Console generation is ending is a bad excuse. Year and a half till next console launch is a still a long way. Last quarter was a 33% drop, now is 48%. You wont see that kind of drop for PS4 in next report.
Well it’s pretty easy to be accurate if you change them through the year.Because their forecast. In last few years they were spot on.
Well it’s pretty easy to be accurate if you change them through the year.
I can say I’m going to sell 100 million of something and the after I sold 0 in quarter 1 and say I’m going to sell 0 and I’d be right.
Sony on Tuesday raised its full-year profit and sales forecasts after reporting a near-threefold increase in first-quarter profit, as its recovery continues under a new CEO.phys.org
You are right, and this is the problem, MS should strive to finish the generation with a boom. Sony released The Last of Us just a couple of months before the ps4 was out (after years of great releases by their studios). when the ps4 came everybody knew that they would follow up with more, it took longer than I would have liked, but as of now the ps4 is a system that you cannot pass by if you're a gamer that like single player games.This is all speculation and so I’m not going to address it much. Only time will tell what these studios can or can’t produce.
As for the MAU thing, I still think that this is a distraction, PC games sales aren't really*Xbox" games sales.
Hardware decline by 48% isn't good at all. Gaming revenue down by 10%
Maybe this coming holiday season they'll do great bundles
Why is that?
Something is not jiving here.
Are they Pc game sales? Are they Epic game sales? Are they steam game sales?
Pc always gets to be this generic thing that everyone ignores, but we all know it’s there. Just waiting to bubble up.
Yeah I get that, we saw it happens between OG Xbox, Xbox 369 and Xbox One, no doubt they continue the trend.Xbox hardware death spiral.
What do you do in this situation where things are so bad that third parties don't even want to consider producing exclusives for your platform?
- Sales slow down
- Less exclusives are produced internally and externally
You buy development studios, so they must produce content for your platform.
Of course, you can't afford top tier dev talent. You have need to settle for second or even third best.
So a platform that is already struggling for relevance is now relying on non-AAA devs to punch above their weight. In an attempt to turn things around or just keep the service revenue rolling in while the platform slowly withers and dies.
PC is by definition a more or less generic thing, they're a collection of either brand name or custom built computers, mostly running windows (Linux counts as well) all kind or hardware to perform all kinds of tasks from simple email clients all the way to rendering the most complex 3D graphics and editing, encoding 8k videos or real time 3D graphics with dedicated hardware, etc.Pc always gets to be this generic thing that everyone ignores, but we all know it’s there. Just waiting to bubble up.
Tell that to everyone fighting about Steam Epic and GOG.PC is by definition a more or less generic thing, they're a collection of either brand name or custom built computers, mostly running windows (Linux counts as well) all kind or hardware to perform all kinds of tasks from simple email clients all the way to rendering the most complex 3D graphics and editing, encoding 8k videos or real time 3D graphics with dedicated hardware, etc.
so you buying games that have the xbox/Microsoft logo on a PC doesn't make you a console gamer anymore than buying games from Ubisoft/EA/Activision/etc. that are also on consoles make you a console gamer, even tho they publish their games on consoles just like Microsoft does now.
I mean, this has to take the crown in therms of PR fallacy.
I don’t get why the SAD didn’t launch at $100 as it seemed like the whole point of the thing. Anyone who buys it becomes a subscription customer or an exclusive Xbox digital customer. That’s a big up for MS.Yes its time for $200 and less bundles. The SAD should go to $99 for the holiday season.
I have a gaming PC as well as many consoles + a dedicated HTPC for emulation and media streaming, so I'm not sure what you mean by "you people".Don’t give me that shit. It’s not some magic kingdom on the PC side, and you guys seem to fight worse.
Does MAU include people who have downloaded a game on gamepass and aren't necessarily playing on live?
Then it isn't a suprise thst the number has gone up if more people are downloading the pc app.I believe MAU is just how many people have logged into XBL, of course, that's easy to do with a MS account on PC, also its not per device... meaning you can have multiple accounts which most people have. MAU is a stupid metric, generally speaking. You don't even have to download a game to be considered a MAU, or subscribe to Gold or play online... just log in as far as I know.