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[Bernoulli]

Confidential transcript

 

[adamsapple]

Xbox Game Pass has 25 millions subscribers August 2023

Xbox senior marketing director just changed his linkedin He removed the over 30 millions part and changed it to 25 millions, could be that Xbox want to announce first that they jumped to 30 millions thanks to starfield Before After https://www.linkedin.com/in/craigmcnary previous news...

www.neogaf.com

 

[Gaiff]

Phil playing everyone like a fiddle. This transcript is a lie and he engineered the leak so this could get exposed. Now the UK regulators will see that they're no threat to competition and let them buy Activision Blizzard unopposed.

 

[Kilau]

Xbox Game Pass has 25 millions subscribers August 2023

Xbox senior marketing director just changed his linkedin He removed the over 30 millions part and changed it to 25 millions, could be that Xbox want to announce first that they jumped to 30 millions thanks to starfield Before After https://www.linkedin.com/in/craigmcnary previous news...

www.neogaf.com

 

[Bernoulli]

Phil playing everyone like a fiddle. This transcript is a lie and he engineered the leak so this could get exposed. Now the UK regulators will see that they're no threat to competition and let them buy Activision Blizzard unopposed.

 

[adamsapple]

Bernouli when he hasn't made an Xbox thread in 5 minutes

 

[Bernoulli]

that thread ain't about Phil Spencer transcript
the key info here is no growth in 9 months

 

[Ass of Can Whooping]

Bern's threads touch me in all the right places

 

[ZehDon]

Live feed of NeoGAF mods right now:

 

[gokurho]

Chrono Trigger AAA reborn ?

 

[Knightime_X]

Announcement is one thing.
The increase will happen once FTC fucks off and purchase is complete.
Once those games are on gamepass, growth will follow.

 

[Unknown?]

Bern's threads touch me in all the right places

I want to personally thank you for finally opening your can today.

 

[Pop]

Announcement is one thing.
The increase will happen once FTC fucks off and purchase is complete.
Once those games are on gamepass, growth will follow.

Not at the rate they want by 2027

I and many others won't pay $20 a month to play 95% trash

 

[Jigsaah]

Announcing an Activision deal alone would make GP subs grow? WTF. Phil's head is in the cloud. Average gamers are stupid, but not that stupid.

 

[Knightime_X]

Not at the rate they want by 2027

I and many others won't pay $20 a month to play 95% trash

50% trash after merger.
But to be fair all 3 have at least 50% trash in their collections.

 

[Bernoulli]

Announcement is one thing.
The increase will happen once FTC fucks off and purchase is complete.
Once those games are on gamepass, growth will follow.

He said there was no growth between Jan 2022 and Oct 2022
after that it's another story

 

[Del_X]

Announcing an Activision deal alone would make GP subs grow? WTF. Phil's head is in the cloud. Average gamers are stupid, but not that stupid.

That's the interviewer asking

He said there was no growth between Jan 2022 and Oct 2022
after that it's another story

Might want to add that to the title.

Game Pass isn't going to grow until MSFT can publish a AAA banger once every quarter at least.

 

[ChiefDada]

Phil playing everyone like a fiddle. This transcript is a lie and he engineered the leak so this could get exposed. Now the UK regulators will see that they're no threat to competition and let them buy Activision Blizzard unopposed.

 

[Bernoulli]

That's the interviewer asking


Might want to add that to the title.

Game Pass isn't going to grow until MSFT can publish a AAA banger once every quarter at least.

It is in the title, ABK announced Jan 2022, 9 months later Oct 2022

 

[Sanepar]

Announcement is one thing.
The increase will happen once FTC fucks off and purchase is complete.
Once those games are on gamepass, growth will follow.

Most who play cod(most relevant ip on ABK for consoles) only play cod. They won't subscribe for $180 to play something they can do paying $70.

 

[SmokedMeat]

Most who play cod(most relevant ip on ABK for consoles) only play cod. They won't subscribe for $180 to play something they can do paying $70.

They’re not paying $70 though. They’re paying $70 plus a $60 paid subscription to play online, so the question is whether the $50 difference is worth it.

For most people it probably would be as that’s less than the cost of one game.

 

[K' Dash]

Live feed of NeoGAF mods right now:

nah, if I were them anything with the keyword Xbox I'd just let the forum have a field day, lol

 

[Pelta88]

Welp...

 

[El Pistolero]

That's the interviewer asking


Might want to add that to the title.

Game Pass isn't going to grow until MSFT can publish a AAA banger once every quarter at least.

There seems to be a ceiling on subscriptions, so while your assertion is reasonable in theory, it does not necessarily translate into higher figures in practice. The majority of announced games (Forza, Dishonoured 3, Hellblade2...) are not the kind of titles that would tip the balance, imo, regardless of their intrinsic quality. Most of the people looking forward to them have already acquired the platform, or subsribed to GP. Only COD could make a dent.

 

[Robins]

They’re not paying $70 though. They’re paying $70 plus a $60 paid subscription to play online, so the question is whether the $50 difference is worth it.

For most people it probably would be as that’s less than the cost of one game.

They're not even necessarily paying that anymore. They are playing war zone and paying $0

 

[skyfall]

 

[Thirty7ven]

No you guys don’t understand Phil is lying, this is all made up it’s a controlled leak.

 

[Killjoy-NL]

There seems to be a ceiling on subscriptions, so while your assertion is reasonable in theory, it does not necessarily translate into higher figures in practice. The majority of announced games (Forza, Dishonoured 3, Hellblade2...) are not the kind of titles that would tip the balance, imo, regardless of their intrinsic quality. Most of the people looking forward to them have already acquired the platform, or subsribed to GP. Only COD could make a dent.

I wonder if COD would even cause a massive influx of subs.

Like some already said, the average consumer is dumb, but not that dumb.

That line of thinking is what caused the original Xbox One disaster as well.

 

[FalsettoVibe]

Be interesting to see if Starfield moves the needle.

 

[DForce]

But Phil said Game Pass was sustainable and profitable.....

If it was doing great, then why is Phil so concerned? This is why people were calling out Phil for his comments about Game Pass being profitable.

 

[Jormatar]

At this point I can honestly see Microsoft abandoning Game Pass day one first party titles in the next gen.

Out of three console manufacturers they will spend the most amount of money running studios yet they make the least amount of money when half of their playerbase just pays 10 dollars a month to play a game and then cancels the subscription until another big game comes in a few month. That's 20 dolIars gained instead of 140 dollars. I can't see shareholders being willing to watch that for long, especially when you see more successful gaming companies like Sony and Nintendo doing it the good old fashioned way and making mad profit every quarter.

Maybe you will say that without Game Pass they are missing on potential players not willing trying the game for a full price but I'm sure a hyped game like Starfield would have had 10 million players in the first month even without Game Pass.

 

[JackMcGunns]

I don't get why people would subscribe based on an announcement that most people thought it would never go through anyway. Now if you said no new members after Starfield's release, then I would be like holy shit what happened?

 

[Banjo64]

Clearly not though is it mate

 

[DeaDPo0L84]

Yea but when CoD launches day and date on Gamepass millions of Playstation fanboys are going to completely ditch their console, game library, friend ecosystem and buy an Xbox to save $60, it's going to happen, quote me on this /s

 

[mejin]

No you guys don’t understand Phil is lying, this is all made up it’s a controlled leak.

Liesception

 

[DeepEnigma]

Yea but when CoD launches day and date on Gamepass millions of Playstation fanboys are going to completely ditch their console, game library, friend ecosystem and buy an Xbox to save $60, it's going to happen, quote me on this /s

They couldn't even pull MLB The Show faithful away with the GP deal. Sales have been going up on the PS consoles YoY. It seems that GaaS structured games that people play an entire year for, they would rather purchase. Cheaper for them in the long run.

 

[Moses85]

The Bad news doesnt want to end.

How about taking the hat, philyboy?

I am asking for a friend.

 

[ResilientBanana]

Yall motherfuckers laughing until they acquire ABK. Then who's your God??

 

[Killjoy-NL]

Yall motherfuckers laughing until they acquire ABK. Then who's your God??

Then people on Playstation will whine for a short time about losing COD and play something else available on PlayStation

 

[MikeM]

Then people on Playstation will whine for a short time about losing COD and play something else available on PlayStation

COD is going downhill thanks to cheaters. Might not be all that bad.

 

[Nonehxc]

Bern's threads touch me in all the right places

Bernie's canning that ass till it whoops.

 

[Raonak]

Most of the people who would actually pay for gamepass already have gamepass. They're starting to reach the limits of growth.

Sure the Activision purchase will increase it, but by how much?

 

[SmokedMeat]

They're not even necessarily paying that anymore. They are playing war zone and paying $0

Some are, but lots of players still want the regular CoD experience.

 

[SHA]

25m speed runners, good for them.