ChorizoPicozo
Member
cool I guess.
Yes, exactly. Is their a date for Sony's earnings call?Yeah, again, nothing specific. Some percentages and an attempt to pass off revenue as something meaningful.
Again, we will have to wait for Sony's financial report, where literally every number will be explained and calculated
They got the money. $16.7B prorated into a full year is almost $70B. It actually will be as MS is still growing profits every year.Not only that but putting $80 billion into gaming acquisitions with maybe more to come. They are obviously here for the long haul.
I'm surprised there wasn't a GamePass update. I wonder if that means numbers have dipped with MS relying more on Guardians of the Galaxy and Rainbow Six Extraction etc to keep people subbed.This is 2022 CYQ1 vs 2021 CYQ1, so to me. 4% growth in content and services is actually rather poor. Seems like an overall drag on MSFT’s performance as most given all More Personal Computing segments grew faster. And MPC lags Azure by a lot. They had spent substantially on Game Pass for third party and released Fozra and Halo and the Bethesda catalog. Investment in PC. How much higher is Game Pass vs last year? What are the subs count? Presumably install base is a fair amount higher over the years , why isn’t content/services keeping pace? Interesting that third party is down as well with major hit Elden Ring released this quarter. Need to watch this to see if game pass subscribers buy third party games to the same degree as prior. Still glad the financials are up and they are fully committed for completion’s sake.
So why did they release them in previous years?Playstation hardware sales are a key metric for Sony's financial picture as a whole because the division is so important.
That's the only reason they release figures to investors. Same reason they give these investors an outloook picture ahead of time of expected sales.
MS investors aren't clamoring for Xbox hardware sales numbers.
I'm surprised there wasn't a GamePass update. I wonder if that means numbers have dipped with MS relying more on Guardians of the Galaxy and Rainbow Six Extraction etc to keep people subbed.
Game Pass is specifically name checked as one of the contributors to the growth. I think it's safe to say it's growing to MS's satisfaction.
They may reveal updated game pass sub numbers around their gaming showcase event, as that'll be more directly gaming oriented.
No I meant an update with actual numbers.
At the moment updates are made irregularly so makes it more of a guessing game.
Because MS at the time thought it would be a good number to release to investors. It's not the same people in charge from that era, and different decisions were made later and they stuck with it.So why did they release them in previous years?
Sounds like bullshit to me.
There is a huge difference between having full access to a game as long as you pay and having a 2-hour trial that ends whether you keep paying or not and requiring you to be paying to access the trial at all. Plus and Game pass are different services offering a significantly different value.Both are serving the purpose of "try and buy if you really like it".
Based on the "Gamepass users buy more games than non gamepass ones". yet no one can prove this.
It's a tier on a service that I find useful. Probably the reason it isn't free to everyone is because there is a compensation for it by Sony.
Same way Plus games have compensations on download/playtime.
Every 30+ games will have it, a great way to add value, IMO more than what gamepass is offering today.
If your MS bashing has come down to "Why doesn't MS tell everyone Game Pass sub count in earnings reports?", I'll take that as a compliment to MS.No I meant an update with actual numbers.
At the moment updates are made irregularly so makes it more of a guessing game.
Going off this tweet we know that a minimum of 10m users are Ultimate subscribers.
Going off this tweet we know that a minimum of 10m users are Ultimate subscribers.
He's talking subscribers not cloud usage.How is that a minimum of 10m users? Doesn't that just indicate 10 million have been Ultimate subscribers and tried Xbox Cloud at one time or another?
Yeah. You need to be ultimate to use Xcloud, but don't have to use Xcloud as an ultimate subscriber.He's talking subscribers not cloud usage.
I'm an GPU subber and never used cloud once.
He's talking subscribers not cloud usage.
I'm an GPU subber and never used cloud once.
He's talking subscribers not cloud usage.
I'm an GPU subber and never used cloud once.
Yeah. You need to be ultimate to use Xcloud, but don't have to use Xcloud as an ultimate subscriber.
It was just one way to pick an extra bit of info out of the information they shared.
But you don't have to be a subscribed to Game Pass at all and coud have been counted as having used "Xbox cloud gaming". I don't think we can derive a min or max number of GPU subs from that.
You're really triggered because I said was surprised they didn't release a GamePass sub number?If your MS bashing has come down to "Why doesn't MS tell everyone Game Pass sub count in earnings reports?", I'll take that as a compliment to MS.
MS released a lot of data today across different divisions. You can surely find more showstopping nuggets.
Dont forget the most important thing about earnings reports. Profits. $16.7B in one quarter. That's worth more than T2.
Xbox Cloud is explicitly only available as a part of Game Pass Ultimate, that's where they're deriving the number from. That it's 10 million potential GPU subscribers among who knows how many in total who used Xcloud.
I don't think you can use Xcloud outside of game pass.
They're not talking about Remote play. But Xbox Cloud specifically.
You need green rats.
GG Phil and team Xbox.
Did you mean ass or brains?Ok, let's use our brains for a moment:
Xbox hardware is sold at a loss.
Gamepass is sustainable.
First party will be day one on Gamepass.
Do I need to go on?
It's growing, remember, they were still losing 2:1 to PS5 by the end of last year.
Growth is growth, period, yet no sales numbers, just percentages.
I'm not trolling, think about it, every game at release and likely retroactively to first parties, this is a lot more useful (to me), than gamepass (which I also have due to my 3 years extension of gold for 1$).
Right. 10 million people have used xCloud as GPU subscribers or as part of the xCloud preview between xCloud's launch and now. This doesn't tell us the "minimum" number of GPU subscribers there are currently.
If series x isn’t breaking even then both PS5 models certainly aren’t. I doubt that’s the case though.When was the last update on if the hardware sales are sold at a loss?, I would think the Series X at least should have turned that corner by now.
I think it's just something lost in translation/context.
They probably meant we can say that there's at least 10m GPU subscribers going by the Cloud metrics released.
If your MS bashing has come down to "Why doesn't MS tell everyone Game Pass sub count in earnings reports?", I'll take that as a compliment to MS.
MS released a lot of data today across different divisions. You can surely find more showstopping nuggets.
Dont forget the most important thing about earnings reports. Profits. $16.7B in one quarter. That's worth more than T2.
Xbox Game Pass subscriber growth is also the only gaming metric on the payment plan for Microsoft executives.
Who says exec bonus metrics have to be disclosed publicly?I know your post was to someone else, but in all fairness, of all the gaming numbers doled out today (cloud game use, game pass sub time playing), not sharing the sub count is at the very least curious, especially given below how large and material executive bonus pay packages are and that:
https://www.vg247.com/xbox-game-pass-subscriber-growth-below-expectations
MS/Satya are all hands go on Azure.
All this success is only going to make MS more likely to make more acquisitions. Who's next, Take Two? They already own CoD, makes sense for them to get GTA next.
The panic in this thread is palpable.
Who says exec bonus metrics have to be disclosed publicly?
One part of exec pay packages (believe it or not) can also be the amount of charitable donations they generate. You wont see that promoted in earnings.
For all of you who work at big companies and execs and HR go on those donation binges hoping you donate, they compile all that, and company has a ratio goal to hit. The average employee wont care, but the execs do.
Not really.Are you actually not interested?
Depends on the company.They've already sunk roughly $80 billion in big gaming acquisitions in only the past two years; after ABK feels like a perfect time to get results from the current acquisitions before going for yet another major purchase that will add more logistical pressure to their gaming organization, more that needs to be micromanaged and hastily integrated into the rest of the structure and so on. If that means another company buys Ubisoft in the meantime, for example, then whatever. At this point I'd think MS have enough faith in their total talent to make that work for a good while and start contributing towards making back those spent billions.
Not really.
Why would I be interested in Satya's exec bonus structure, when I've never been interested in any exec's structure including the CEO at the company I work at? I dont even know how much $$$ my CEO makes even though I'm sure I can find his compensation in a Bloomberg article.
Are you interested to see what the bonus structures are of Nintendo, Sony or Apple CEOs?
I know that some people may mix the two together and not everyone here speaks English, but I meant brains.Did you mean ass or brains?
I'm talking strictly the demo part here and I expressed "IMO" or "for me" on every mention.There is a huge difference between having full access to a game as long as you pay and having a 2-hour trial that ends whether you keep paying or not and requiring you to be paying to access the trial at all. Plus and Game pass are different services offering a significantly different value.
You only need to check the subscription numbers before Sony merges all their services together to see which one gamers thought was the better deal. I'll continue to hope you aren't advocating to pay for demos and trials. Those should be free like they always have been.
And I already answered you. Not everything is public, and even though you found a Satya bonus structure plan involving GP metrics, who says that everything involved with his bonus would need to be public?I’m specially referring to Game Pass subscribers. I note you cut the logic for why that’s of interest off what you quoted. Nice editing job to make it seems like I was asking you if you were interested in their comp structure and the comp structure example was provided to educate you that these things are made commonly public.
Bankrupt before the end of the week unless Elon buys them tomorrow.So are they breaking even yet? Or still making huge losses?
T2 is my bet. T2 only at $14B market cap now (was $16B not long ago). MS can round up the offer to $20B (+40% premium).All this success is only going to make MS more likely to make more acquisitions. Who's next, Take Two? They already own CoD, makes sense for them to get GTA next.
The panic in this thread is palpable.
And I already answered you. Not everything is public, and even though you found a Satya bonus structure plan involving GP metrics, who says that everything involved with his bonus would need to be public?
Your Satya bonus plan shows 12 metrics.
Check out any MS financial report and see how many of them are public knowledge.