Of course they will because if people wanna play those games they need to sub to game pass or get an xbox or both.
Easier to hook people that way.
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It will be a 100% increase in a year because I have no doubt they will add another 2 million by April. It’s not just COvid, it’s because GP is a great value that will only get better.
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18 million Game Pass subscribers is great right now considering that Halo Infinite was delayed and the new consoles were very supply constrained. Just wait until this next holiday when the consoles are more readily available and Halo Infinite launches, it will blow up huge.
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FUCK. YES. Lost Ark is one of my most anticipated games, but if there’s no console version, I won’t get to play it.
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As I shared on OtherEra, it’s a little lower than the 20 some have predicted but they also can lowball.
Regardless, this is a fantastic number. To put it another way, if you assume that GPU offset by the conversions averages to just $5 per sub (a lowball consideration), that is 1.08 billion a year, or about 130 million more than God of War and Horizon Zero Dawn’s first year revenues combined, and that is before ecosystem growth, gold subs and money made through spurred purchases (i.e. 30% for third party, 100% for first. MS also said on the call they surpassed 2 billion in revenue earned off third party games for the first time) and indirect effect like network effect sales of first party content on console and especially Steam. It’s nuts, and as bigger exclusive games reach the platform, Cloud is improved in its reach and more people make the switch.
It will cost money in the short term like it did Netflix, but with the average AAA game costing 100 max unless it’s Halo or GTA, and MS aiming for 4 a year, they could still be making a profit of between .5-1.5 billion yearly and as their first party expands, the need to rely on third party deals decreases again like Netflix.
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if they had Halo infinite or a first-party AAA on the holiday, they would have 20 million or more now. the numbers are pretty solid 
.
The more I think about it, the more I find gamepass number really impressive
Microsoft have already 18 millions suscribers without even putting their AAA day one on it. The last XGS AAA we had was Gears 5 and for PC player Flight Simulator/Crusader King. Number of suscribers is going to be insane when Halo Infinite/Starfield/Fable and others bangers come
+3 million subscribers in a 4 month period without any real exclusives is very impressive.
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Flight Simulator on console this summer could be a sleeper to help push further Game Pass adoption on console too.
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18 million subscribers!
That means 18 million people get access to a game when it launches day 1 on Game Pass. It’s going to hit 30 million by the end of the year when Halo and the other AAA games start to roll in. Also when more people finally have access to Series X | S
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Microsoft expecting growth around 40% next quarter
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Let’s do some math. We will assume the best case scenario for the competition and close to the weakest one for MS.
Assuming 10 million copies of TES 6 would be sold for $70 (a ridiculous assumption, but go with it) on PS5, they are forgoing $700 million in revenue.
Now, to make up for this, they would need to add 5.83 million yearly subs to just Game Pass ignoring everything else (like the fact that subs will bring in more ecosystem revenue and sell consoles). Or… they will need 3.89 million yearly subs to Game Pass Ultimate. Or, they will need to bring in 2.915 million subs to Game Pass over a 2 year period or 1.945 million subs to GPU for 2 years, and so on and so forth.
Mind you, this is a ridiculous assertion of what Elder Scrolls would bring in on PlayStation, and completely ignores the additional increases to revenue for Game Pass. I think the sequel to fucking Skyrim could bring in these numbers easily.
It’s all up to Satya and Phil, but Phil is 100% right when he says they don’t NEED to release Zenimax titles on PlayStation to stay sustainable. Whether or not it can indirectly benefit them (Consumers tend to choose the middle option, GPU is the middle ground between Game Pass base and buying on PlayStation) and whether or not they feel any potential PR hit may harm their brand equity is up to them to decide.
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That is pretty bullish. Series X and S go on stock every day here now and still sell out, so hardware numbers should be good. That said, this quarter does seem to be shaping up a little weaker than usual, but most first quarters in the first year of a gen do, which gives opportunities for games like The Medium and Hitman 3 that may otherwise be lost in the shuffle shine.
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have sony or nintendo done there quarter finacial calls yet?
I don’t think most people (including me, most of the time) can really fathom how big Microsoft is, haha. Some of these numbers are just staggering.
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nobody asked about Zenimax/Bethesda in the call… 
Yeah I expect the coming quarter to be probably their weakest one before the first party barrage starts from August onwards.
humm… 
makes sense.
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