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[GI.biz] 2024 was the year of Microsoft's grand pivot | Opinion

Topher

Identifies as young
Expectations this year would suffer a drought of high-quality releases were very much defied – but it's the reinvention of Xbox that will be 2024's lasting legacy

At the outset of 2024, the most often expressed concern about this year in the games business was that it was going to have a very sparse and underwhelming release calendar, at least compared to the spectacular heights of 2023. This was to some extent a ripple effect from the pandemic years: a backlog of delayed software made its way onto the market during 2023, meaning that with many major studios set to be in the early stages of new projects, 2024's line-up did not look very inspiring.

With the benefit of hindsight, that fear didn't entirely come to pass; or at least, whatever slump in the release schedule for 2024 we did experience was spread out rather unevenly around different parts of the industry.

From a consumer's perspective, it's actually been a pretty solid year for games in the end. It may ultimately come to be seen as the calm before 2025's GTA 6 storm, but this year has held up remarkably well thanks to a combination of hit titles nobody really saw coming – Helldivers 2 and Astro Bot are especially notable here, having rescued Sony from what would otherwise have been a pretty shockingly empty year in the middle of its console cycle – and, especially in the back half of the year, some games that really defied expectations.

In terms of expectations being defied, quite a few games turned up that had largely been written off as development hell nightmares, and have ended up being actually pretty great. Dragon Age: The Veilguard is the prime example; on a personal level I find its gameplay a little too much of a departure from previous games in the series for my tastes, but taken on its own merits it's a very enjoyable game and far better than many people had dared to hope for after so many years.

Silent Hill 2 is a remake I don't think many people had expected to be quite so good, despite its developer's pedigree in the horror genre. The really unexpected surprise of the year, though, is Indiana Jones and the Great Circle – a title that honestly feels like it has no right being quite as fantastically good fun as it actually is.

Fears of a fallow year overall, then, did not come to pass – at least not for everyone. For some publishers, the danger of 2024 being a lost year was very well-founded, with quite a few companies failing to find a hit title from one end of the year to the other.

Poor old Ubisoft is the unwilling flag carrier for that unhappy bunch; it had probably hoped that the relatively quiet release slates of some other major publishers would give Star Wars Outlaws and Assassin's Creed Shadows a chance to shine, but the former title sank (arguably a victim of Disney's mishandling of the Star Wars brand as much as any issue with Ubisoft itself) and the latter has been delayed to 2025. Ubisoft isn't the only publisher that was struggling to find hits in 2024, but its ongoing struggle to reinvent and reinvigorate its business is likely to be a story that drags out well into next year.

It wasn't just certain publishers having a rough 2024, though; the year's successes were spread rather unevenly around game genres as well. I wrote last week about the torrid year live service games had, with high-profile failures ranging from Sony's Concord disaster to the announcements that the likes of Suicide Squad and XDefiant would be shutting down. Helldivers 2 and Marvel Rivals were the only real bright spots in that market, though it's worth noting that established games like Fortnite have continued trucking on very nicely even as the live service model gets clobbered everywhere else (and even the bruised and battered Overwatch 2 seems to have had a bit of a comeback year).

On the other hand, it was a great year for single-player action games, thanks to the likes of Black Myth Wukong, Stellar Blade, Final Fantasy VII Rebirth, and many others. Incidentally, it's also no accident that two of the high points mentioned here – Marvel Rivals and Black Myth Wukong – are from Chinese developers; after many false starts and a huge amount of investment, this was the year in which China really started flexing its muscle as one of the major global centres for game development.For all that, however, I suspect that when we come to look back at 2024 through some future lens, the most important story is going to be what happened to Microsoft this year.

This has been an incredibly pivotal year for Microsoft's strategy as a game publisher and platform holder, as it embarks on one of the boldest, and arguably trickiest, transitions that any company in this industry has ever attempted. It's a transition that seemed inevitable to many observers of its struggle to purchase Activision Blizzard – there were plenty of voices warning that completing that acquisition would effectively mean the end of Xbox as we knew it – but it seems nonetheless to have blindsided many of the most ardent Xbox fans (most of whom were vocal supporters of the deal in question, at that).

Spending so much money on buying one of the industry's largest publishers was never going to be about just propping up a console business that was consistently losing out to both Sony and Nintendo in the global market. This was always a huge business transformation in the making, and the existing identity of Xbox as a platform was always on the chopping block.

Microsoft has become one of the world's largest and most influential publishers (propped up massively in that role this year by Black Ops 6 being a high point in the series' recent history, and Indiana Jones being so well-received), but in the process it has become something very different from a traditional platform holder. Xbox hardware will now necessarily play second fiddle to the broader idea of Xbox as a platform service and Microsoft as a third-party games publisher. The business that will emerge will undoubtedly be more robust and successful; whether it will still be recognisably anything like Xbox was in the past remains to be seen.

One thing to watch carefully in the coming months is consumer response to the 'This Is An Xbox' campaign, which is a bold attempt to explain and outline this complex strategy to the wide consumer audience. Not to be a downer on the campaign (it's a very well-executed piece of marketing), but to make an anecdotal judgement from the confused reactions I've heard personally, I'm not sure it's landing quite like Microsoft had hoped.

Consequently, 2025 may well be a year of experimentation for the company as it tries to explain what exactly Xbox means now to a broad audience who are not quite so cued-in to boardroom buzzwords as the people to whom these ideas were pitched internally.

As ever, we end the year with some broad strokes outlining how the next year will probably shape up. We know that it will be defined to a great extent by the impact of GTA 6 and Nintendo's new console launch; we can expect stories like Microsoft's repositioning and re-explaining of Xbox, Ubisoft's attempts to rebuild its publishing success, and the ongoing implosion of the live service dream all to continue to develop through the year.

We can at least hope, though, that the enormous wave of stories of layoffs and studio closures that made headlines for the past two years will not follow us into 2025; fingers crossed for a year of green shoots and optimism instead.



I think it is telling that Satya Nadella seems to be the one who is promoting this "pivot" more than anyone else, including Phil Spencer.

Definitely think 2024 turned out to be a much better year than expected.
 

Zacfoldor

Member
Nintendo always knew 2024 was going to be like it was.

That is why they ostensibly delayed the Switch 2. IMHO it wasn't exclusively about the software being ready but rather the state of the market.

Nintendo is the best about having a software project finished but waiting to release it at an opportune time. I think anybody in the know knew 2024 was going to be a rough year form the industry. It was a rebuilding year.

It is incredible we got the level of software and hardware we did this year. Sony pushed ahead and took the lumps but imho we are starting to come out of the other side of this thing. 2025 going to be one of those huge tentpole years, I feel it. Some fans were burned out in 2024 but that's over. It's time, once again, for us to ride shiny and chrome.

Believe Jason Sudeikis GIF by Apple TV
 
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High quality releases like Dragon Age: Veilguard, Balatro, and Dragon's Dogma II...
Trying Not To Laugh Rooster Teeth GIF by Achievement Hunter


If mid was a year, it would be 2024.

P.S. What is an Xbox?
 
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Woopah

Member
Really interesting article. I'm very intrigued by what will happen to Microsoft and Ubisoft in the next 12 months.
Nintendo always knew 2024 was going to be like it was.

That is why they ostensibly delayed the Switch 2. IMHO it wasn't exclusively about the software being ready but rather the state of the market.

Nintendo is the best about having a software project finished but waiting to release it at an opportune time. I think anybody in the know knew 2024 was going to be a rough year form the industry. It was a rebuilding year.

It is incredible we got the level of software and hardware we did this year. Sony pushed ahead and took the lumps but imho we are starting to come out of the other side of this thing. 2025 going to be one of those huge tentpole years, I feel it. Some fans were burned out in 2024 but that's over. It's time, once again, for us to ride shiny and chrome.

Believe Jason Sudeikis GIF by Apple TV
For Nintendo at least, I think 2024 was like it because the Switch 2 wasn't ready.

They would have had better financial if the hardware came out this holiday, and I think it should have if they were able to get everything ready. If they are not yet ready, then 2025 will be the right time.
 

OverHeat

« generous god »
Expectations this year would suffer a drought of high-quality releases were very much defied – but it's the reinvention of Xbox that will be 2024's lasting legacy

At the outset of 2024, the most often expressed concern about this year in the games business was that it was going to have a very sparse and underwhelming release calendar, at least compared to the spectacular heights of 2023. This was to some extent a ripple effect from the pandemic years: a backlog of delayed software made its way onto the market during 2023, meaning that with many major studios set to be in the early stages of new projects, 2024's line-up did not look very inspiring.

With the benefit of hindsight, that fear didn't entirely come to pass; or at least, whatever slump in the release schedule for 2024 we did experience was spread out rather unevenly around different parts of the industry.

From a consumer's perspective, it's actually been a pretty solid year for games in the end. It may ultimately come to be seen as the calm before 2025's GTA 6 storm, but this year has held up remarkably well thanks to a combination of hit titles nobody really saw coming – Helldivers 2 and Astro Bot are especially notable here, having rescued Sony from what would otherwise have been a pretty shockingly empty year in the middle of its console cycle – and, especially in the back half of the year, some games that really defied expectations.

In terms of expectations being defied, quite a few games turned up that had largely been written off as development hell nightmares, and have ended up being actually pretty great. Dragon Age: The Veilguard is the prime example; on a personal level I find its gameplay a little too much of a departure from previous games in the series for my tastes, but taken on its own merits it's a very enjoyable game and far better than many people had dared to hope for after so many years.

Silent Hill 2 is a remake I don't think many people had expected to be quite so good, despite its developer's pedigree in the horror genre. The really unexpected surprise of the year, though, is Indiana Jones and the Great Circle – a title that honestly feels like it has no right being quite as fantastically good fun as it actually is.

Fears of a fallow year overall, then, did not come to pass – at least not for everyone. For some publishers, the danger of 2024 being a lost year was very well-founded, with quite a few companies failing to find a hit title from one end of the year to the other.

Poor old Ubisoft is the unwilling flag carrier for that unhappy bunch; it had probably hoped that the relatively quiet release slates of some other major publishers would give Star Wars Outlaws and Assassin's Creed Shadows a chance to shine, but the former title sank (arguably a victim of Disney's mishandling of the Star Wars brand as much as any issue with Ubisoft itself) and the latter has been delayed to 2025. Ubisoft isn't the only publisher that was struggling to find hits in 2024, but its ongoing struggle to reinvent and reinvigorate its business is likely to be a story that drags out well into next year.

It wasn't just certain publishers having a rough 2024, though; the year's successes were spread rather unevenly around game genres as well. I wrote last week about the torrid year live service games had, with high-profile failures ranging from Sony's Concord disaster to the announcements that the likes of Suicide Squad and XDefiant would be shutting down. Helldivers 2 and Marvel Rivals were the only real bright spots in that market, though it's worth noting that established games like Fortnite have continued trucking on very nicely even as the live service model gets clobbered everywhere else (and even the bruised and battered Overwatch 2 seems to have had a bit of a comeback year).

On the other hand, it was a great year for single-player action games, thanks to the likes of Black Myth Wukong, Stellar Blade, Final Fantasy VII Rebirth, and many others. Incidentally, it's also no accident that two of the high points mentioned here – Marvel Rivals and Black Myth Wukong – are from Chinese developers; after many false starts and a huge amount of investment, this was the year in which China really started flexing its muscle as one of the major global centres for game development.For all that, however, I suspect that when we come to look back at 2024 through some future lens, the most important story is going to be what happened to Microsoft this year.

This has been an incredibly pivotal year for Microsoft's strategy as a game publisher and platform holder, as it embarks on one of the boldest, and arguably trickiest, transitions that any company in this industry has ever attempted. It's a transition that seemed inevitable to many observers of its struggle to purchase Activision Blizzard – there were plenty of voices warning that completing that acquisition would effectively mean the end of Xbox as we knew it – but it seems nonetheless to have blindsided many of the most ardent Xbox fans (most of whom were vocal supporters of the deal in question, at that).

Spending so much money on buying one of the industry's largest publishers was never going to be about just propping up a console business that was consistently losing out to both Sony and Nintendo in the global market. This was always a huge business transformation in the making, and the existing identity of Xbox as a platform was always on the chopping block.

Microsoft has become one of the world's largest and most influential publishers (propped up massively in that role this year by Black Ops 6 being a high point in the series' recent history, and Indiana Jones being so well-received), but in the process it has become something very different from a traditional platform holder. Xbox hardware will now necessarily play second fiddle to the broader idea of Xbox as a platform service and Microsoft as a third-party games publisher. The business that will emerge will undoubtedly be more robust and successful; whether it will still be recognisably anything like Xbox was in the past remains to be seen.

One thing to watch carefully in the coming months is consumer response to the 'This Is An Xbox' campaign, which is a bold attempt to explain and outline this complex strategy to the wide consumer audience. Not to be a downer on the campaign (it's a very well-executed piece of marketing), but to make an anecdotal judgement from the confused reactions I've heard personally, I'm not sure it's landing quite like Microsoft had hoped.

Consequently, 2025 may well be a year of experimentation for the company as it tries to explain what exactly Xbox means now to a broad audience who are not quite so cued-in to boardroom buzzwords as the people to whom these ideas were pitched internally.

As ever, we end the year with some broad strokes outlining how the next year will probably shape up. We know that it will be defined to a great extent by the impact of GTA 6 and Nintendo's new console launch; we can expect stories like Microsoft's repositioning and re-explaining of Xbox, Ubisoft's attempts to rebuild its publishing success, and the ongoing implosion of the live service dream all to continue to develop through the year.

We can at least hope, though, that the enormous wave of stories of layoffs and studio closures that made headlines for the past two years will not follow us into 2025; fingers crossed for a year of green shoots and optimism instead.



I think it is telling that Satya Nadella seems to be the one who is promoting this "pivot" more than anyone else, including Phil Spencer.

Definitely think 2024 turned out to be a much better year than expected.
Wall of texts 🤮
 

Humdinger

Gold Member
It's a transition that seemed inevitable to many observers of its struggle to purchase Activision Blizzard – there were plenty of voices warning that completing that acquisition would effectively mean the end of Xbox as we knew it – but it seems nonetheless to have blindsided many of the most ardent Xbox fans (most of whom were vocal supporters of the deal in question, at that).

Spending so much money on buying one of the industry's largest publishers was never going to be about just propping up a console business that was consistently losing out to both Sony and Nintendo in the global market. This was always a huge business transformation in the making, and the existing identity of Xbox as a platform was always on the chopping block.

I'm still not clear whether all this was an intentional strategy from the start, as the author is making it sound, or whether GP's failure to deliver was unanticipated, and so the "rescue" attempt via these acquisitions just did not work out, and that failure- combined with the huge costs of all the acquisitions - pushed them into a corner and forced them to port games to PS5.
 
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Woopah

Member
I'm still not clear whether all this was an intentional strategy from the start, as the author is making it sound, or whether GP's failure to deliver was unanticipated, and so the "rescue" attempt via these acquisitions just did not work out, and that failure- combined with the huge costs of all the acquisitions - pushed them into a corner and forced them to port games to PS5.
I think the intention was always to make MS more multiplatform (especially in the area of mobile), but that the lack of Gamepass growth and falling hardware sales pushed them to plan more content for PS5 and Switch 2.
 
The industry is waiting for Switch 2 and GTAVI while buying PS5s. Ain't no one talking about "Microsoft's grand pivot" from 2024. They are a 3rd party publisher.

It's not some huge reinvention. Sega did that too 20 years ago when they left the console business, they just didn't try to market that exit by pretending that it's all going according to plan.
 

Thick Thighs Save Lives

NeoGAF's Physical Games Advocate Extraordinaire
Wall of texts 🤮
Here's a summary of the article in the OP via my phone's AI assistant, lol:

2024: A Year of Unexpected Successes and Microsoft's Pivotal Shift in the Gaming Industry

• Contrary to initial predictions of a lackluster year, 2024 proved to be surprisingly strong for video games, with unexpected hits like Helldivers 2 and Astro Bot rescuing Sony's lineup and several initially doubted titles, including Dragon Age: The Veilguard and Silent Hill 2 remake, exceeding expectations.

• While the year saw uneven success across publishers and genres, with Ubisoft struggling and the live service model facing significant setbacks, single-player action games thrived, boosted by titles like Black Myth Wukong and Final Fantasy VII Rebirth.

• The rise of Chinese game developers, exemplified by the success of Marvel Rivals and Black Myth Wukong, marked a significant shift in the global gaming landscape.

• However, the most impactful narrative of 2024 centers on Microsoft's bold transformation, moving from a console-centric approach to becoming a major third-party publisher following the Activision Blizzard acquisition.

• This transition, while potentially risky, aims to create a more robust and successful business model for Xbox, though its long-term impact and consumer reception, particularly concerning the 'This Is An Xbox' campaign, remain to be seen.

• Looking ahead to 2025, the industry anticipates significant influence from GTA 6 and Nintendo's new console, alongside the continued evolution of Microsoft's repositioning, Ubisoft's recovery efforts, and the lingering effects of the live service model's struggles.
 

Humdinger

Gold Member
I think the intention was always to make MS more multiplatform (especially in the area of mobile), but that the lack of Gamepass growth and falling hardware sales pushed them to plan more content for PS5 and Switch 2.

Yup, that makes sense. They've had the "play anywhere" initiative for the past two generations, so we've known for a long time they weren't prioritizing the console hardware itself, that was just a bridge to bigger things. But GP sputtered; it didn't become the Netflix of gaming. It also undermined game sales (and thus profits) in a way that I don't think they anticipated. People think Phil was just blowing smoke when he said that GP caused people to buy more games. But I think that is what he genuinely hoped would happen, or at least that it would not cannabalize game sales badly, and he seized on some early data that seemed to show that. But it didn't turn out that way ... at all.

The confused messaging is part of why I don't think this was a coordinated strategy the way the author seems to imply. We've seen constant moving of goalposts in statements by Phil. We've seen Satya coming out with statements more strongly worded than Phil's, giving the impression that he is overruling Phil or at least taking a more active role in determining the direction. We've seen games announced as exclusive then shortly after, suddenly not exclusive. To me, that doesn't paint the picture of a coordinated, unified vision laid down years ago, but rather a company that is trying to adapt to a difficult situation.
 
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What makes you think this is a bought article?

Basically the fact that the writer thinks that MS dictates anything about game market. If you remove the most blind xfanboys, the market, as a whole, already moved over Xbox as a device, which - by own MS mistakes and mess after mess - is a failure.
 

RAIDEN1

Member
Nintendo always knew 2024 was going to be like it was.

That is why they ostensibly delayed the Switch 2. IMHO it wasn't exclusively about the software being ready but rather the state of the market.

Nintendo is the best about having a software project finished but waiting to release it at an opportune time. I think anybody in the know knew 2024 was going to be a rough year form the industry. It was a rebuilding year.

It is incredible we got the level of software and hardware we did this year. Sony pushed ahead and took the lumps but imho we are starting to come out of the other side of this thing. 2025 going to be one of those huge tentpole years, I feel it. Some fans were burned out in 2024 but that's over. It's time, once again, for us to ride shiny and chrome.

Believe Jason Sudeikis GIF by Apple TV
I can't see how 2025 will be a huge year let alone on a tent-pole level when you look at the state of the gaming industry today, games that are coming out buggy/half-finished, games getting more expensive, Sony releasing a console at a ridiculous price, great franchises being left for dead, ie Deus Ex, Guardians of the Galaxy to name but a few....next to no competition in the soccer/football game industry...big franchises are not allowed to flop anymore, take a look at Dead Space, Alone in the Dark ...you can't even get a decent James Bond game unless it is near 10 years plus in the making...
 
Where does the writer say anything about MS "dictating" the game market?

In what planet MS is one of the most influential publishers?! Biggest? Absolutelly, with infinite money coming from Azure, that is not a hard job. Influential? Only on Xbots dreams.. everythign MS released this year was largely ignored by the market (and I'm including Indy on that account).
 
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GP sputtered; it didn't become the Netflix of gaming. It also undermined game sales (and thus profits) in a way that I don't think they anticipated. People think Phil was just blowing smoke when he said that GP caused people to buy more games.
I have bought a number of games I would not have even considered had I not tried them on GamePass. However, devs releasing a comprehensive demo would have also had a similar effect without undercutting profitability.
 

Astray

Member
I can't see how 2025 will be a huge year let alone on a tent-pole level when you look at the state of the gaming industry today, games that are coming out buggy/half-finished, games getting more expensive, Sony releasing a console at a ridiculous price, great franchises being left for dead, ie Deus Ex, Guardians of the Galaxy to name but a few....next to no competition in the soccer/football game industry...big franchises are not allowed to flop anymore, take a look at Dead Space, Alone in the Dark ...you can't even get a decent James Bond game unless it is near 10 years plus in the making...
Switch 2 launch slate alone should make it a huge year. Nevermind what Sony and Microsoft come out with.
 

Woopah

Member
Yup, that makes sense. They've had the "play anywhere" initiative for the past two generations, so we've known for a long time they weren't prioritizing the console hardware itself, that was just a bridge to bigger things. But GP sputtered; it didn't become the Netflix of gaming. It also undermined game sales (and thus profits) in a way that I don't think they anticipated. People think Phil was just blowing smoke when he said that GP caused people to buy more games. But I think that is what he genuinely hoped would happen, and he seized on some early data that seemed to show that. But it didn't turn out that way ... at all.

The confused messaging is part of why I don't think this was a coordinated strategy the way the author seems to imply. We've seen constant moving of goalposts in statements by Phil. We've seen Satya coming out with statements more strongly worded than Phil's, giving the impression that he is overruling Phil or at least taking a more active role in determining the direction. We've seen games announced as exclusive then shortly after, suddenly not exclusive. To me, that doesn't paint the picture of a coordinated, unified vision laid down years ago, but rather a company that is trying to adapt to a difficult situation.
I don't think the PS5 / Switch 2 vision was laid down years ago (obviously the PC one was), but I agree with Rob that the ABK acquisition would not have gone ahead if the plan had been "make everything Xbox exclusive".

That acquisition was always going to push MS to becoming more of a third party publisher. I think that has been Sataya's intention for a while, even if it wasn't Phil's.
Basically the fact that the writer thinks that MS dictates anything about game market. If you remove the most blind xfanboys, the market, as a whole, already moved over Xbox as a device, which - by own MS mistakes and mess after mess - is a failure.
What is Microsoft supposed to be dictating? Rob is saying Microsoft going third party is one of the biggest stories of 2024, which it is.

And yes, Xbox is consistently losing to Sony and Nintendo as the article says.
 
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Topher

Identifies as young
In what planet MS is one of the most influential publishers?! Biggest? Absolutelly, with infinite money coming from Azure, that is not a hard job. Influential? Only on Xbots dreams.. everythign MS released this year was largely ignored by the market (and I'm including Indy on that account).

Influential does not equate to dictating the market. And of course Microsoft is one of the most influential publishers since they bought Bethesda and ABK. That’s just obvious
 

rm082e

Member
I have no idea how anyone could think this year has been good for Xbox.
  • They closed award winning studios like Arkane and Tango Gameworks, while complaining that they need more games like the games those developers made.
  • The exclusive they were hyping throughout Q1 - Hellblade 2 - appears to have been a complete sales flop.
  • They restricted the day 1 games to GamePass Ultimate, and raised it's price to $20 a month.
  • They brought some of their previously exclusive games to PlayStation, signaling to potential buyers that the Xbox hardware won't have exclusives going forward.
  • Sales of their console have continued to lag well behind their previous generation and they've been lapped by PlayStation.
  • Their big exclusive for the holidays - Indiana Jones had a poor launch on Steam, showing people have very little interest in it.
  • PlayStation launched a Pro console, while Xbox launched another Series X without a disc drive.
They are now trying to convince people that the Xbox brand has value on other hardware, but they can't mention the PlayStation or Nintendo consoles. Instead, they want to hype players playing their Xbox games via streaming on tablets and phones. As if this is somehow going to help Xbox be more successful as a business so they can afford to invest more in exclusives. Oh wait...

Saying they're "pivoting" seems like serious copium.
 
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Humdinger

Gold Member
I have bought a number of games I would not have even considered had I not tried them on GamePass. However, devs releasing a comprehensive demo would have also had a similar effect without undercutting profitability.

On the flip side, I'm guessing you have also not bought many games that you would have bought, had GP not been an option.

The demo idea ... I think that's how EA Play works, at least on PS5. No Day 1 releases, but you can play extended demo of current games. For instance, you can play 10 hours of Dragon Age: Veilguard (woohoo! Don't everyone rush to sign up for EA Play all at once.) I've heard the first 10 hours is the best part of the game, so maybe it could work.
 

Mayar

Member
Excellent topic, I agree with many things.
We are in for some very interesting events next year. Because we will see the true direction of Microsoft's movement, and they will no longer hide behind strange advertising and slogans. It seems to me that they have been preparing the foundation and base for something big this whole year, and we should see this big thing in the upcoming years, according to their ideas. That's why the most interesting things are yet to come.
 

Woopah

Member
I have no idea how anyone could think this year has been good for Xbox.
  • They closed award winning studios like Arkane and Tango Gameworks, while complaining that they need more games like the games those developers made.
  • The exclusive they were hyping throughout Q1 - Hellblade 2 - appears to have been a complete sales flop.
  • They restricted the day 1 games to GamePass Ultimate, and raised it's price to $20 a month.
  • They brought some of their previously exclusive games to PlayStation, signaling to potential buyers that the Xbox hardware won't have exclusives going forward.
  • Sales of their console have continued to lag well behind their previous generation and they've been lapped by PlayStation.
  • Their big exclusive for the holidays - Indiana Jones had a poor launch on Steam, showing people have very little interest in it.
  • PlayStation launched a Pro console, while Xbox launched another Series X without a disc drive.
They are now trying to convince people that the Xbox brand has value on other hardware, but they can't mention the PlayStation or Nintendo consoles. Instead, they want to hype players playing their Xbox games via streaming on tablets and phones. As if this is somehow going to help Xbox be more successful as a business so they can afford to invest more in exclusives. Oh wait...

Saying they're "pivoting" seems like serious copium.
I'd say the pivot is a statement of fact. MS' console strategy in 2025 will not be the same as its console strategy in 2020. Low sales of Series and low Ganepass growth has forced it to change.
 

Humdinger

Gold Member
That acquisition was always going to push MS to becoming more of a third party publisher. I think that has been Sataya's intention for a while, even if it wasn't Phil's.

Yeah, that's interesting. I don't think I read the tea leaves as well as others in that regard. I wasn't paying close attention to all the acquisition talk back then. I was bored with it, actually. Somewhat cynically, I just saw it as MS's attempt to buy what they couldn't create themselves (good exclusives), try to outspend Sony, and prop up GP. I didn't tune in to the ramifications.

It definitely pushed them to become a third-party publisher. What I'm still unsure of is how much of that was planned and how much was a necessary adaptation to unanticipated failures or problems in their plan. I suppose the answer is "both." It was part of the plan, but the speed of the movement has been accelerated by the failures/problems along the way.
 

ZoukGalaxy

Member
Confused Little Girl GIF

They are "experimenting" since a decade, without success, their software doesn't sell hardware even with massive acquisition. They are totally in dark currently and trying to minimize losses.
Out Of Darkness Burn GIF by Signature Entertainment

It's just a pivot to the darkness or the grand unknown.
 
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Humdinger

Gold Member
One thing to watch carefully in the coming months is consumer response to the 'This Is An Xbox' campaign, which is a bold attempt to explain and outline this complex strategy to the wide consumer audience. Not to be a downer on the campaign (it's a very well-executed piece of marketing), but to make an anecdotal judgement from the confused reactions I've heard personally, I'm not sure it's landing quite like Microsoft had hoped.


Suspicious Kenan Thompson GIF by Saturday Night Live
 
On the flip side, I'm guessing you have also not bought many games that you would have bought, had GP not been an option.
Not really. I have a very good idea of what suits my tastes and buy it. I don't feel obliged to finish any game on GamePass and my gaming is too asynchronous to get completely through most games while I have a subscription. I can't even be subscribed for long as going through the catalogue and planning to playtest stuff beyond the initially intended makes it feel like work.
 
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EN250

Member
I think it is telling that Satya Nadella seems to be the one who is promoting this "pivot" more than anyone else, including Phil Spencer.

He's top dog at MS and he ain't playing aroung anymore, dude spent loads of cash (I know its pennies for MS, but it doesn't matter, it's not like Xbone Series is doing good or it's even competitive againt PS5) and now wants fast ROI, no matter the cost and who's againt it
 

gpn

Member
It looks like a I hit a nerve... added to ignored list.
Ha ha, calling out your lack of reading comprehension and critical thinking, figures you'd cry about it. You think Microsoft/Xbox has zero influence in gaming when they own ABK and Bethesda? Okay, Jan.

And saying Microsoft is pivoting, doesn't mean they're doing well, it means they're doing bad. Companies don't pivot when things are going good. When Sega did something similar, pivoting from the console business to 3rd party software, it wasn't because their console business was doing well. And that Microsoft is making this pivot IS a big deal, just like when Sega did it.

I'm glad owning a PlayStation console hasn't addled my brain like some of y'all.
 

Humdinger

Gold Member
Not really. I have a very good idea of what suits my tastes and buy it. I don't feel obliged to finish any game on GamePass and my gaming is too asynchronous to get completely through most games while I have a subscription. I can't even be subscribed for long as going through the catalogue and planning to playtest stuff beyond the initially intended makes it feel like work.

Okay, well, if you don't use GP to rent rather than buy, you're the exception. As I'm sure you know, as a general rule, GP cannibalizes game sales on Xbox. That is, Xbox gamers rent games rather than buy them. Which is completely understandable from a consumer point of view, but bad for Xbox business.
 
Xbox having no idea wtf they're doing and having zero influence are two different things.

Is their influence good? Probably not.

But to act like the big publishers they have under their belt doesn't hold any influence is delusional.

Today, i would say that Acti has more influence than MS (given everything that happened, that's the worse think that happened with MS) :-D
 

Topher

Identifies as young
Again, agree to disagree. There is absolutely nothing that MS created (created, not bought, that is the difference) in the game market today that is not easily repleceable.

You can say MS bought influence with ABK and Bethesda, but factually those are influential publishers that MS now own. So saying "MS influence on market today is almost 0%" is factually false, as I said. However, even before those acquisitions, the Xbox platform was influential even as weak as it was. There were still games that were timed exclusives to Game Pass. That's influence.

And it really doesn't make sense to keep saying "agree to disagree" when you keep adding more arguments at the same time.
 
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