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[adamsapple]

FY25 Q2 - Press Releases - Investor Relations - Microsoft

 

[FIREKNIGHT2029]

 

[jm89]

Can anyone find where those gamepass subscriber numbers went?

Fell behind satyas couch again?

 

[adamsapple]

Can anyone find where those gamepass subscriber numbers went?

Fell behind satyas couch again?

Grower not a shower

 

[Mr Moose]

Gaming revenue experienced a decline of -7%

I know they don't have the extra bump from Acti now, but that's not great.

Xbox hardware revenue saw a significant drop of -29%

Content and services showed a positive growth of +2%

Fairly large HW drop YoY with two big game releases and GP pretty much flat.

 

[Ass of Can Whooping]

 

[Edgelord79]

Oof. These numbers aren't just bad, they are beyond that.

This isn't viable.

 

[coachmcguirk91]

2% increase for content and services has to be horrific, right?

To hit Microsofts quota, Gamepass needs to grow on average 40% every year for the next 5 years

 

[Woopah]

Will confirm MS's current direction. Wonder if the Gamepass growth came from user numbers or price.

 

[Edgelord79]

2% increase for services has to be horrific, right?

Enough to get shut down in many companies. That's not very good growth.

 

[Mibu no ookami]

That's why you had Phil Spencer going on his internet roadshow. They're going to be announcing a lot of games for PS5 and Switch 2 over the next few months in a desperate attempt to get revenue up.

 

[BennyBlanco]

They should've gave Phil's job to Bobby Kotick.

 

[bundylove]

So this is the fucker who took my bag of snow

 

[adamsapple]

Silver fox.

 

[Mr Moose]

You really can't trust what they say.

 

[RetroGamingUK]

-29%

Further proof that Xbox as a console is now dead

 

[bundylove]

He philly bob.
My pro is ready to receive stalker 2 and indy.

Lets go. I know you need my money

 

[Mibu no ookami]

Will confirm MS's current direction. Wonder if the Gamepass growth came from user numbers or price.

They increased the price of GamePass Ultimate by 17%. PC GamePass increased by 20%.

Combined with CoD going to GamePass, I'm not sure you can call this actual growth and without additional price increases for next year, I'm not sure how they'll stay ahead of churn...

 

[Hookshot]

Not surprised their hardware is declining.

They wasted the 360 momentum and now sell their games elsewhere so I would need to see something very special to buy a new Xbox in the future, and I'm clearly not the only one.

 

[bundylove]

Silver fox.

I bet he wishes he would have the benjamin button diseases

 

[Celcius]

No reason to buy xbox hardware if you can play the games everywhere else

 

[DeepEnigma]

Ozempic numbers.

 

[Kenneth Haight]

Silver fox.

 

[bundylove]

They increased the price of GamePass Ultimate by 17%. PC GamePass increased by 20%.

Combined with CoD going to GamePass, I'm not sure you can call this actual growth and without additional price increases for next year, I'm not sure how they'll stay ahead of churn...

These services are just a slow burning trap.
Fucking neflix is raising prices in april again.

All my services combined cost way more than i ever paid for cable

 

[James Sawyer Ford]

2% increase for services has to be horrific, right?

To hit Microsofts quota, Gamepass needs to grow 40% every year for the next 5 years

Yep. Free CoD and only 2% growth

GamePass should be relabeled GravePass

 

[GHG]

Oh I wonder how this could have happened.

 

[DeepEnigma]

These services are just a slow burning trap.
Fucking neflix is raising prices in april again.

All my services combined cost way more than i ever paid for cable

 

[FoxMcChief]

Ditch the hardware and stick with the services. Or partner up with Nintendo. Kissing the Nintendo ring, of course.

 

[yazenov]

Putting their biggest game COD on Gamepass and Indiana Jones lead to a measly +2 % growth in services is not looking good and it's without a doubt lower than what they expected.

Gamepass is cooked.

 

[ChorizoPicozo]

The biggest publisher in the world, ladies and gentlemen.

 

[James Sawyer Ford]

7% decline with the best CoD release in years.

$70B has lost as much market value as 2x Bungie's

 

[mayham2199]

Ditch the hardware and stick with the services. Or partner up with Nintendo. Kissing the Nintendo ring, of course.

Does Nintendo want to partner up is the question? What incentive do they have to do that?

 

[Banjo64]

What's the opposite of good?

 

[Mr Moose]

Ditch the hardware and stick with the services. Or partner up with Nintendo. Kissing the Nintendo ring, of course.

A career moment for Phil, kissing Nintendos red ring.

 

[Mibu no ookami]

These services are just a slow burning trap.
Fucking neflix is raising prices in april again.

All my services combined cost way more than i ever paid for cable

Going to disagree with you big time on your premise.

Netflix is a historically great deal to the detriment of the industry. It would be a great deal at 50 a month.

It has way more content than cable minus RSN and live events, whether you value their catalog or not, it's a pretty insane price with easy access to cancelations.

All your services combined is way more content than you were getting with cable and not dealing with commercials.

 

[coachmcguirk91]

These services are just a slow burning trap.
Fucking neflix is raising prices in april again.

All my services combined cost way more than i ever paid for cable

Enjoy it while you can. If Gamepass succeeds it will be no better. Growth will mature and all that is left is to raise prices

 

[Guardian Monkey]

7% decline with the best CoD release in years.

$70B has lost as much market value as 2x Bungie's

Its normalizing the loss of the industry 7% down is far above the industry average from last year.

 

[FoxMcChief]

Does Nintendo want to partner up is the question? What incentive do they have to do that?

They have a working relationship. They've made things happen working together in the past. Of the three console makers, they've collaborated numerous times in the past.

A career moment for Phil, kissing Nintendos red ring.

just have to wonder where that red ring is….

 

[mayham2199]

Going to disagree with you big time on your premise.

Netflix is a historically great deal to the detriment of the industry. It would be a great deal at 50 a month.

It has way more content than cable minus RSN and live events, whether you value their catalog or not, it's a pretty insane price with easy access to cancelations.

All your services combined is way more content than you were getting with cable and not dealing with commercials.

Not dealing with commercials is worth it IMO. I can't stand commercials.

 

[Mibu no ookami]

You really can't trust what they say.

Rebekah Valentine is a well known liar.

 

[mayham2199]

They have a working relationship. They've made things happen working together in the past. Of the three console makers, they've collaborated numerous times in the past.

What relationship is that? Bringing games over to the switch or more then that?

 

[GHG]

What's the opposite of good?

Have you not seen all the threads we've had in recent weeks regarding Xbox?

 

[adamsapple]

You really can't trust what they say.

Not necessarily, what exactly does content and services include?

The 2% is for the entire segment, not just game pass. GP is the driver of the positive result.

 

[Mr Moose]

Not necessarily, what exactly does content and services include?

The 2% is for the entire segment, not just game pass. GP is the driver of the positive result.

That's a good question.

Gaming, including Xbox hardware and Xbox content and services, comprising first- and third-party content (including games and in-game content), Xbox Game Pass and other subscriptions, Xbox Cloud Gaming, advertising, third-party disc royalties, and other cloud services.

I found this but it's still not clear what is included with just content and services.

 

[Banjo64]

Have you not seen all the threads we've had in recent weeks regarding Xbox?

You're right. I'll wait until The Verge tell me what to think about these numbers.

 

[FoxMcChief]

What relationship is that? Bringing games over to the switch or more than that?

The whole Minecraft deal, there was some Goldeneye and Banjo stuff. Mech Assault and Viva Piñata were on the DS.

But I can see Xbox and Nintendo joining forces.

 

[Woopah]

They increased the price of GamePass Ultimate by 17%. PC GamePass increased by 20%.

Combined with CoD going to GamePass, I'm not sure you can call this actual growth and without additional price increases for next year, I'm not sure how they'll stay ahead of churn...

It would depend what the Gamepass result is. If it's under 17% then the growth is only through price, whereas its more than that then there's subscriber growth as well.

Do we have any idea what proportion of content and services comes from Gamepass?

 

[Mownoc]

Adds CoD to gamepass. Only 2% Growth in content and services. Nice, and that's with a gamepass price rise.

 

[DenchDeckard]

Ozempic numbers.

 

[zapper]

+2% with cod and the price increase.
does it mean that subscribers decreased?