Microsoft FY25 Q3 Earnings - Gaming Revenue up 5%, Hardware down 6%, Content and Services up 8% Driven by GamePass, CoD and Minecraft

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Or is it just one of Phil's balls in my throat?
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Full earnings report

FY25 Q3 - Press Releases - Investor Relations - Microsoft

FY25 Q3 - Press Releases - Investor Relations - Microsoft
www.microsoft.com
 
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Those are absolutely dog shit numbers. You put Call of Duty, the biggest franchise on Gamepass and all you get is an 8% increase.

It's only a matter of time before the execs say "enough is enough"

That's just the reality.

Gamepass on PC "might" gain traction if it were on Steam, but even then I don't think anything would change.
 
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JohnnyFootball said:
Those are absolutely dog shit numbers. You put Call of Duty, the biggest franchise on Gamepass and all you get is an 8% increase.

It's only a matter of time before the execs say "enough is enough"

That's just the reality.

Gamepass on PC "might" gain traction if it were on Steam, but even then I don't think anything would change.
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Services revenue up is partly due to elimination of GPU loopholes and GP price hike.
 
Where's all the people that told me revenue wouldn't be up this quarter?

People downplaying 5% growth per quarter as dog shit after last quarter, any company would love 20% revenue growth FY after last year was 43%. Easily the second largest company in the world in gaming besides Sony.

As a society we need to get over thinking about 'unlimited' growth of companies at an unprecedented rate and squeezing every last dollar a bit off topic, but this is how we end up with the huge layoffs from companies at the moment to keep shareholders happy. This comes from a large Microsoft shareholder… we've turned into a society that expect revenue to double every 12 months now.
 
That's less of a hardware decline than I expected.

JohnnyFootball said:
Those are absolutely dog shit numbers. You put Call of Duty, the biggest franchise on Gamepass and all you get is an 8% increase.

It's only a matter of time before the execs say "enough is enough"

That's just the reality.

Gamepass on PC "might" gain traction if it were on Steam, but even then I don't think anything would change.
Click to expand...
ShaiKhulud1989 said:
No GP user numbers = it was flat. That services revenue is not just GP. And 8% growth is abysmal for a sub service considering the CoD drop.
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Gamepass growth contributed to the 8% revenue growth, but we don't know what the % growth for Gamepass itself was.
 
Mattyp said:
Where's all the people that told me revenue wouldn't be up this quarter?

People downplaying 5% growth per quarter as dog shit after last quarter, any company would love 20% revenue growth FY after last year was 43%. Easily the second largest company in the world in gaming besides Sony.

As a society we need to get over thinking about 'unlimited' growth of companies at an unprecedented rate and squeezing every last dollar a bit off topic, but this is how we end up with the huge layoffs from companies at the moment to keep shareholders happy. This comes from a large Microsoft shareholder… we've turned into a society that expect revenue to double every 12 months now.
Click to expand...
If you grow 5% every quarter that doesn't mean you grow 20% a year.
 
Isn't the price of game pass 15% more than last year? Probably have lost some subscribers but bringing in more revenue from the price increases (and vpn crackdown)
 
a dying console, and not showing its true power due it has parity issues of S series
a weak library that still mimics a playstation or even switch
a non-exclusive machine that show no unique to other consoles
a gamepass that hurt its game sales and trying to be "unique" or best feature to have for it
 
ShaiKhulud1989 said:
Services revenue up is partly due to elimination of GPU loopholes and GP price hike.
Click to expand...
Sure, but there is still a shit ton of way to get GPU cheaper. Bing points and what not aside, plenty of third party key dealers are still selling keys for cheap.

JohnnyFootball said:
Those are absolutely dog shit numbers. You put Call of Duty, the biggest franchise on Gamepass and all you get is an 8% increase.

It's only a matter of time before the execs say "enough is enough"

That's just the reality.

Gamepass on PC "might" gain traction if it were on Steam, but even then I don't think anything would change.
Click to expand...
Is'nt this the largest Q3 in Xbox History Revenue wise? I know you angle is to downplay gamepass and whatnot, but no exec would see those record numbers and think this is "bad".
Also, forgetting Gaming as a whole. this is just another division to MS, a whole other trillion dollar entity.
 
Good for them. Now, please make another Rise of Nations, Freelancer and Project Gotham Racing. And unfuck Halo.
 
Its good for those that want more MS software to go multiplatform. It seems Indy has been seen its biggest success on PS5, and FH5 will likely be an evergreen there too.
 
Nothing surprising here.

Microsoft games coming to PlayStation sell well.

Cloud hours played means virtually nothing. How about unique player figures?
 
Q4 YOY is going to look insane, last year it was a wasteland for Xbox with only Hellblade 2 launching, this year they have Oblivion + PS5 ports.

Also PC Gamepass seems to be up 45% yoy, that's a massive success.
 
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