But it can affect it the other way around also. You are acting if the only possible way to go is to have less budget for the Xbox division but maybe the realization is that they haven't been aggressive enough to realize their vision and that implies more budget.
Hes only using an example because people arent running the numbers right.
As an MSFT holder, you should realize that cloud is a core component of Gamepass.
Nah man, he's just wrong. The percentages are YoY.
yeah i was one of those people for a long time. i bought every thing physical and loved "collecting" physical games. Bestbuy gamers club did contribute to it some since i was getting all games 20% off. However it just clicked in me that i've used steam for years and you don't own shit when you buy a digital game from steam and i've been "ok" with that. Every single game released today is not complete and requires a huge day 1 patch so i've said F it and buy all digital for convenience and fact that like you said, physical is already dead.
The percentage is related to the target split for the payout, not to the revenue. GamePass subs isn't 7% of MS revenue lmao.
That's not what he's wrong about though. He doesn't understand that the percentage is the YoY growth of total subs.
believe what you want man, but zhuge is a real analyst that reports on literally everything
AFAIK ZhugeEX is right and Dr Bass is wrong at the same time.believe what you want man, but zhuge is a real analyst that reports on literally everything
Jez reported in april, that GP was at 23million subs. Thats a pretty decent discrepancy from whats being reported on now, keep in mind xbox division never came out and correlated with that report of his (at least not what i had seen). So that would mean from april to june game pass loss roughly 3million subs in that time frame? Im not buying it. Its more reasonable to conclude it wasnt at that figure to begin with i'd think.
believe what you want man, but zhuge is a real analyst that reports on literally everything
Dr Bass
wrote, not Zhuge.
I don't think MS worries too much about Sony and Nintendo, in a "big picture" aspect. They are up there with Google and Apple in terms of their scope. Look at the chart above that Topher provided (sorry didn't check to see how to link names). Game Pass is a relatively minor part of that chart. (Not that 5% is minor, but relatively speaking). MS is going to care far more about their own internal numbers, not what Sony is doing. Phil Spencer needs to worry about that, not MS.
Jez was wrong with those numbers 100%
I didn't say Game Pass was 7% of the revenue. That's a growth chart. I was assuming people could look at said chart and read it. Don't deliberately misrepresent what I'm saying.
They are at 20 million according to Zhuge. That means they were around 15 million when the year started. So 5 million new subs in a year? Is it really that great? If Xbox consoles sold 5 million in a year, would you say they had a great year? After all, isnt that what gamepass is aiming to do? Make console sales irrelevant as a metric to gauge success in the industry?
www.theverge.com
www.theverge.com
Right, but it still shows the numbers of the other divisions involved in the bonus. You're right, he may not be getting bonuses from every division. I didn't take that into account. I was just looking at the numbers that made up the chart.
I agree if it came to Steam without having the need to go on the Microsoft Store, it would be major.
Well no shit bro, but that didnt stop people from running with false info, you can even look in earlier pages of this thread, people were basing the percentages off of his number and not the official number last reported.
Why does it matter to you? Are you an actual investor lol -- I hope Microsoft keeps it a secret just to piss you, people, off lol
It shows in the chart that Commercial Cloud services hit their targets.
Probably, yes
I can't control those people sadly and that conversation.
I want to know that and how many companies have missed their executive compensation targets.
Im not sure what you meant then, it sounded like you were saying that because they missed the target the % of the payout split was reduced to 5%. Which is dumb because the split is determined before the period starts, not after.
I don't think you're thinking this one through. They bought Bethesda, for quite a sum of cash, banking on the acquisition to bolster subs. It might have worked, but not to the degree they expected, obviously, look at the numbers. So you think that MS solution is going to be to EXPAND the budget more than they already did last year?
Whats this nonsense? Every industry releases numbers. That's just how things work. I have been following the movie box office for almost 25 years now. Every weekend you get numbers. Hell, you used to get daily numbers. NPD numbers for the gaming industry have been a staple until recently. Even now Nintendo and Sony release sales numbers every quarter. That's just part of following an industry. You dont have to be an investor lmao. What are you new to forums?
www.theverge.com
www.theverge.com
Again, as a MSFT holder you should understand what role Gamepass plays for Microsoft and why they're all in on it. Those other flowers you're talking about are the core component used to grow Gamepass into a Netflix-tier subscription service over the next years. Gamepass isn't isolated here.
Oh, I wasn't talking about the projection splits per se, but they are part of the figure. If you look at the top of the page, it's basically a bonus payout for a "named executive". The bonuses are based off the performance of the various named divisions. Aka Game Pass, Teams, Commercial cloud, etc. If you look at the "Weight" column, and add them all up, you'd see that it equals 100%. That column denotes the % of what each division delivered his bonus to him. The year before, Game Pass made up 7% of the money, and exceeded projections. In the following year (this year's miss that we're discussing), Game Pass only made up 5% of the figure. The divisions were the same divisions, but Game Pass, by missing projections, and by the fact that other divisions beat their projections, went down in relative weight. That means that it is comparatively shrinking in relation to those other divisions, despite the growth YOY.
Yep. Same thing happened with my company. My company (and my industry in general) had a blowout year in 2020 and our projections for 2021 were based on 2020, which was not indicative of a normal market. Now we have revised our goals downward twice over the course of the year and it will still be a stretch to hit those goals by YE.
Spoken like a true gamer, like gives a flying ass about that, as long as the service is going and not going to be discontinued then why should YOU worry about some damn sale numbers? I mean if it does then sure by all means worry about it. But I sure wish I had your type of worrying. I wish I was you bro because lol this is funny. Why not go and ask Microsoft and you have to ask nicely okay if not they won't give you the numbers, and tell them Derktron sent you. My uncle works at MicrosoftWhats this nonsense? Every industry releases numbers. That's just how things work. I have been following the movie box office for almost 25 years now. Every weekend you get numbers. Hell, you used to get daily numbers. NPD numbers for the gaming industry have been a staple until recently. Even now Nintendo and Sony release sales numbers every quarter. That's just part of following an industry. You dont have to be an investor lmao. What are you new to forums?
MS had no problems releasing numbers when their numbers were going up from 10 to 15 then to 18 million. Now all of a sudden they are being shy. No. You have to take the good with the bad. Hollywood doesnt hide an underperforming movie. Netflix doesnt hide a bad quarter.
Xbox Game Pass subscribers jump 50 percent to 15 million in less than six months
It’s another sign that Microsoft’s Game Pass bet is starting to pay off.
Xbox Game Pass subscribers hit 18 million
Microsoft’s gaming subscription service is steadily growing.
Each of those news stories created a thread here. We all participated and i highly doubt we all had MS stock.
I mean whats next? We are no longer going to discuss AMD and Nvidia sales figures because we are not investors? I was actually very close to buying up AMD and Nvidia stock a few years ago but chose to go with other tech stocks. So would I be allowed to comment on the matter if I owned their stock? Nonsense.
Your tone is quite different in comparison to the thread about 30M subs.
Same for my company. Making perfect predictions in 2020 and 2021 was essentially impossible. Even 2022 looks volatile.
I don't need to do anything......Ignored.Your tone is quite different in comparison to the thread about 30M subs.
Gamepass subs increased from 18 million to 30 million from Jan 2021?
I guess they're exactly as gullible as the Take Two CEO. 🤷♂️ I think we all know that the Take Two CEO is pretty gullible and doesn't know a lot about business. Certainly not compared to the visionaries on NEOGAF DOT COM!www.neogaf.com
You might want to reassess your theory on who took an L.
Yes, this is most likely correct
While true, the same logic still applies. The company is going to look at the data points, evaluate why they missed the target and adjust their strategy for that subdivision accordingly. There's a reason they targeted 48%. To come up 11% short in that subdivision may mean something in the eyes of management. It may mean very little in the eyes of management. But I haven't worked at a company where a subdivision underperformed and no changes were implemented. Sometimes it takes multiple rounds of underperformance, but it does lead to changes over time.
And if you merely take one second to glance at the chart provided by Topher, you'd see that Game Pass is considered separate from their "cloud services" divisions. Game Pass uses the cloud, but the cloud could care less about Game Pass, relatively speaking. I mean, you could just look at the numbers, but I guess you're more interested in pretending that I'm a Sony fanboy, based on your "fire" and "lol". You think I want the stock price to go down or something? You clearly are looking at this from a strictly gaming viewpoint.
They're just rusty, it's been a while since they've gotten any numbers.Reading through this and it's staggering how many people don't understand how percentages work and how they are used.
Why are you in this thread if you dont care? It seems like you care enough to get triggered over someone asking for numbers in a financials thread. Maybe take your own advice and leave the thread?
The entire reason why Satya is all-in on Gamepass is because Gamepass can leverage Microsofts cloud structure to grow to numbers where even the skeptical Take 2 CEO is impressed. Microsoft is in a unique market position here (compared to Sony, Nintendo, Google and Amazon) and will drive this unique advantage home, no matter what. Something like Gamepass wouldn't work for any other company.
He cares, read this.
