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Xbox + Microsoft FY24 Q3 Results: Total Gaming +51%, Content and Services +62% Hardware -31%
Snake29
Banned
It matters because they make the most money on PS consoles or PC. Imagine they would go exclusive?
Banjo64
cumsessed
Phil’s hinted at this already in the blog interview when he raised out of nowhere the fact that Xbox games also give you a windows store PC key. That to me smacked of setting the scene and revealed their inner thoughts. If Xbox dies, you still have your PC versions of the games so they haven’t betrayed their users.
GHG
Member
If you're right,Topher said he'll let
Banjo64 draw him naked, while
demigod records it.
Heisenberg007 will provide ASMR narration.
Heisenberg007
Gold Journalism
Banjo64
cumsessed
Only get me involved when there’s cum on the table.If you're right,
Heisenberg007
Gold Journalism
I am NOT doing that again! That was a one-time thing.If you're right,
Not for free at least!
Sanepar
Member
Yeap but xbox as a platform is dead.The acquisition bringing in the dough
bender
What time is it?
Varteras
Member
Polygonal_Sprite
Gold Member
Remember that Nintendo purchase fantasy emailit just hit me, remember the meme:
how it started
how it ended:
Dat 30% cut
mastefull strategy from our pal Phil Spencer
sometimes reality really imitates fiction.perfection
He had to be smoking some good shit the day he wrote that right?
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Heisenberg007
Gold Journalism
Exactly. What do you guys think the new "game preservation" team by Sarah Bond is doing?
They are most likely creating PC versions of all their Xbox-only games, thus preserving customers' licenses, as the next "Xbox" will likely just be a Windows PC.
Banjo64
cumsessed
It’s not who you know it’s who you blow.
Depressingly, coming soon to NeoGAF.
Punished Miku
Human Rights Subscription Service
I think you're just upset if people are happy at this point. If I can get a PC and not lose any of my library at all, that's a huge win. And while I could get a PC earlier, I was happy with console, and the rumor is they are going to bring something similar to a console interface to PC so I'm interested in that. Not sure why any of this would be something worthy of any criticism at all. I made a prebuilt PC thread when it was clear Xbox games are going multiplatform, and the amount I'm loosely shooting for is around $2000 or less. If they come out with a prebuilt PC, I'll see what everyone says and pick either that or a different brand. Why wouldn't I?
The Mad Draklor
Member
And ideally, you'd want the console to peak at its 3rd or 4th full calendar year. The Series consoles peaked far earlier and the peak wasn't that high to begin with.
ulantan
Member
Damn that was fast.
DenchDeckard
Moderated wildly
Spending to success....
GHG
Member
You could have done it when they announced all of their games were coming to PC day 1 with no compromises.
Would have saved you from any uncertainty in the long run and you wouldn't have any worries about your current library.
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nosoynadie22
Member
so Microsoft gaming is growing but Xbox as a brand is dying
Punished Miku
Human Rights Subscription Service
I've been saying this since February when the Hi-Fi Rush shirt JPEGS leaked. He's specifically mocking me since I have said I'm looking for a PC $2000 or less. Literally nothing is wrong with that.
Astray
Member
It's in the last line of the ABK impact slide on the OP.
Basically this.
They're clearly heading headfirst into software and abandoning hardware as a core activity.
ChuckeRearmed
Member
Without Hogwarts-level game being there (like system sellers), the hardware sales are where they were expected to be.
The software revenue is crazy though.
The software revenue is crazy though.
Jaybe
Member
Using Welfare’s post and going back to ATVI earnings reports, it looks like the ABK side of the business lost a significant amount of revenue versus year ago (-17.3%) likely due to CODMW3 selling a fair bit less than CODMW2.
ABK JanFebMar2024: $1.971 billion
ABK JanFebMar2023: $2.383 billion
$ change: - 412 million
ABK year over year $ change, -17.3%
ABK JanFebMar2024: $1.971 billion
ABK JanFebMar2023: $2.383 billion
$ change: - 412 million
ABK year over year $ change, -17.3%
GHG
Member
Slap a Windows Phone metro interface on there and you've got the perfect amalgamation.
ShaiKhulud1989
Gold Member
Big oofUsing Welfare’s post and going back to ATVI earnings reports, it looks like the ABK side of the business lost a significant amount of revenue versus year ago (-17.3%) likely due to CODMW3 selling a fair bit less than CODMW2.
ABK JanFebMar2024: $1.971 billion
ABK JanFebMar2023: $2.383 billion
$ change: - 412 million
ABK year over year $ change, -17.3%
nosoynadie22
Member
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Kacho
Gold Member
Thar she blows
StreetsofBeige
Gold Member
Up $12 AH, +3%.
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ShaiKhulud1989
Gold Member
Yeah, well.
twilo99
Member
Xbox was border line rounding error prior to the ABK acquisition.
GHG
Member
So basically all "growth" comes from the addition of Activision while they anticipate all areas of the legacy Xbox business shrinking.
Why did they get rid of Bobby again?
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thicc_girls_are_teh_best
Member
It really is.
OG Xbox saw about a 35% drop YOY from its 3rd full calendar year (2004) to its 4th (2005). So, it went from 6.2 million 3rd CY to 4.1 million the 4th. But at least that could have been explained by the release of 360 late 2005 and MS shifting production to the new system ASAP.
Xbox Series has no such excuse. It is just a console with zero appeal to the vast majority of would-be customers. It also proves the theory that lack of continued enthusiasm from hardcore/core gaming enthusiasts also negatively impacts the wider appeal to casuals and mainstream. This is around the time where the latter two would be showing up to buy the console at a wider scale, but that's not happening because momentum among hardcore & core gamers dried up by early 2023 (and was already declining from H2 2022).
I assumed Xbox Series would see a similar YOY drop to OG Xbox this year, or ~ 35%. So from ~ 7.2 million CY 2023 to 4.68 million CY 2024. But if Welfare's estimates are accurate (he slightly overshoots with Xbox shipments, but he's better with that than VGChartz are with PS & Switch #s, both of which are constantly underreported), at this pace Microsoft would be lucky to do 3.5 million for the entire calendar year. Forget about anything near 4.5 million; they'd need a miracle in momentum and none's around the corner.
And the B2P software sales have to be almost as bad in terms of drops, but MS doesn't report them separately. The only thing that seemed to hold well was services revenue but that was expected since they now count Battle.net and the other ABK services as their own.
They know better than anyone that Xbox as a console platform is dead.
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Alebrije
Member
analog_future
Resident Crybaby
Hardware way down. Software/subscriptions way up.
Paints a clear picture for the future of the Xbox brand.
Paints a clear picture for the future of the Xbox brand.
Clear
CliffyB's Cock Holster
Consolidating platform ambitions behind GamePass, and publishing multi-platform is the only logical path forwards now.
The numbers don't lie.
MS have many pathways to make a fuck-ton of money from gaming, unfortunately Xbox consoles as we know them aren't one of them. Its been over a decade of constant decline despite massive investment.
The numbers don't lie.
MS have many pathways to make a fuck-ton of money from gaming, unfortunately Xbox consoles as we know them aren't one of them. Its been over a decade of constant decline despite massive investment.
HeisenbergFX4
Member
Yet they are going to double down for at least one more gen
SenkiDala
Member
Yeah exactly, their plan is totally working. Yet everybody on GAF "omg how come Spencer isn't fired yet ?" because... the results are very good ?
GHG
Member
Phil has been doubling down for a decade now.
Someone needs to put him out of his misery and tell him the truth.
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Ass of Can Whooping
Gold Member
adamsapple
Or is it just one of Phil's balls in my throat?
And I'll be there day 1*. Love their eco-system.
* As long as there's a physical capable SKU at launch.
yazenov
Member
How did you conclude that subscriptions are way up? The last we heard is that subscriptions came to a screeching halt. Software is up due to the inclusion of Activision.
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Yup, now the question is which games are next. And when will they come.
Unknown?
Member
Holy crap!! No wonder they stopped production.