Video Game Market Analysis Thread

Jez has indicated that a good chunk is going towards XCloud servers for the time being.

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Aren’t you in Europe though ?

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So? I’m saying that even if they solved their supply issues that is not the problem everywhere. There’s more supply than demand in some places.

Yes? Europe is not a country.

It’s a weird decision, isn’t it? Wouldn’t Xbox have more interest in selling consoles? Wouldn’t it have been more convenient to run Xcloud games on PC like other cloud services?

You know what I mean though lol. The demand isn’t high enough in your area to affect the supply chain.

That’s not the case in North America.

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In my mind it’s self-inflicted, since they’re likely still sending chips for cloud.

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They’re playing the long game if the reason is indeed the cloud/AI servers.

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Haha, yeah I know. I’m just trying to point out that a sudden increase in supply would not have that same saving effect everywhere.

They need to increase the demand. It’s all about the games.

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There is demand, but generally supply constrained like they are saying.

You should probably re-read my posts.

Yes Xbox Series X has been available, but it’s still a little “harder” for people to find. I just opened GameStop US website, and there is no XSX available near my address (FH5 bundle may be easier). Yes I may be able to get one from Microsoft Store, but how could it not be a problem if retailers like GameStop don’t have enough in stock?

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Maybe, but it’s been 3 years since the generation started, I’m not sure it’s a good strategy to bet so much on Xcloud at the expense of console sales. Maybe they opted for this solution because the generation started in difficulty with few game releases and therefore less strong demand, but now it seems to be better, so I hope they will have supply for the release of Starfield.

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I’m not saying it’s not a problem. But maybe not as big as its made out to be and not the only one, certainly not everywhere.

Better supply would only have done so much without big games

So they aren’t lying but I don’t think it’s the main problem, Series S isn’t not selling because it was a mistake, it’s not really selling hot because people havn’t been given a good enough reason to invest in an xbox yet

and while GP is awesome, the casual audience either doesn’t care enough about it yet without the big hitters or they simply don’t know about it

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28 dollar jump after hours is wild

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I can’t believe they don’t have enough Series X blades in the cloud already, and I’ve yet to have to wait in line to use xcloud when I’m out of the house.

Also, how long do they expect this generation to last or how long do they expect those Series X to be viable since at some point they’ll have to update and start all over again, unless they are planning the next Gen transition to be smooth again and with a big stock f Series X in the cloud to be able to slowly replace/augment them at that point with less of an impact?

Because like some have said, we’re in the 3rd year and they might still be having issues because of the cloud (according to Jez); are we expecting this to be the case with every new generation of consoles?

If I were throwing out some baseless conjecture I would make an argument that perhaps they are simply utilizing the resources in the way they see best at the moment.

The last year has had a general dearth of big first party titles. The big software push is just starting and will begin ramping up the rest of this year. You can make an argument that fortifying cloud capacity ahead of a push in console sales is sensible. Particularly if there is any chance they unveil a cloud specific subscription.

Once the titles start rolling out you start diverting chips back to store shelves.

No evidence to support, just general musings.

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I think that makes sense, what better time to focus on stocking up the cloud capacity? Without the big games, demand is not very high. Starfield will change that.

I know there will still be surprised.pikachu face on some people when the next big Bethesda RPG is an Xbox exclusive. I’m amazed daily at how little people know about Xbox, its studios and what’s coming.

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The Series X is ahead of its time.

It means it has features like a better VRR range which make Digital Foundry framerate comparisons redundant, yet how do console gamers react when multiplats are released? They argue over dropped frames here or there & act like it’s the biggest deal ever because the “a game’s worth is determined by having a few more fps” mindset from past generations is still prevalent. People shouldn’t cling to their old tv set without VRR, no, get with the times. Otherwise why not just hold onto our ancient CRT screens? A bit like taking advantage of the HD PS360 generation… required getting an HD TV.

In 2023, it means getting a VRR capable tv.

It’s the same backwards mindset which affects analysis of hardware sales. It’s not just Sony’s diehard cultists who’re addicted to the theory hardware = everything but also so-called industry analysts & media outlets who’re also stuck in the mindset of the 1990’s where console hardware dictates a gaming division’s profitability.

Game Pass changed that. The fact Microsoft posted profits despite a hardware drop suggests things are about to get really interesting for the Xbox brand, especially once the Activision deal is concluded & games like Starfield & Forza will naturally increase demand for Xbox hardware during the November/Christmas 2023 period.