Spencer said in no uncertain terms that Microsoft could exit the gaming business if this projection became reality. Microsoft needs the light green and blue segments (PC and cloud) to get much larger and much faster by fiscal year 2027, or it could opt out of the business altogether.
I do not believe that that is what the future Xbox business would look like. This is a presentation from our devices organization to the gaming leadership team, so this is the view from the team that is chartered with building our hardware on what the future business would look like.
I can fairly safely say that if we do not make more progress than this off of console, we would exit the gaming business. If this were the outcome, we would – I don’t believe we’d still be in the business.
A majority of our customers are found off of our own hardware, I would hope by earlier than 2030. So, when you asked me if I agreed with this chart that the light green and blue depending on what colors you see there would have to be much larger much earlier. I would say by FY26, '27 that we should be in that position, or we’d have to make a different decision with the business.
Gamepass is neat idea in theory, but I really dont trust corporations to not use it to ruin it all to get more money. If most people used gamepass, you propably couldnt at some point buy games regularly at all or only at crazy prices. Also modding games on gamepass is more difficult or just impossible sometimes due to files being locked.
I would rather it all die and force back to disks, or at least some guarantee you actually own the game.
All these services are going to become endlessly tiered with eventual extra dlc costs. They know most gamers spend $300 a year on games. So if Gamepass takes off, expect the base option to eventually be $15 a month, with tiers up to $40, maybe higher… who knows what whales will spend, especially if they throw in currency bonuses.
Then they will add in some in store currency and give the highest subscriber tiers extra Boxbux to spend on DLC… or probably literally loot boxes.
It would be neat to see support for a universal digital library system. Where it can only be checked to one person. If you want to sell the game, you uninstall and it provides you with a token number it generates. That unique number is tied to the copy of the game. You sell the token number, they now own the game. If they ever uninstall it, they get a new number to trade. Or libraries could lend them for free using the same system.
On top of that, I bet they would make you buy the games anyway. You would just have to pay subscription for “privilege” of doing so.
citation needed
Yeah, I’d like to know where that comes from, especially when so many people buy FIFA and Cod and that’s it for the year.