The Xbox One will be a "first-class experience," Microsoft CFO Amy Hood said last night during a conference call discussing the company's latest earnings report for the quarter ended September 30.
During the conference call for Q2 of FY2026, Microsoft CEO Satya Nadella and CFO Amy Hood talked about the future of the xbox business.
«partly offset by growth in Xbox Game Pass.»
I take it with a big grain of salt. They've been reporting nothing about GP, only words.
We still don't have any hardware numbers, no software units sold, no subscription numbers, no PC vs console GP, we don't have any profit numbers ... we literally have nothing but overall revenue and words.
Does it really matter? Are you shareholder? Gamers have to stop acting like these companies owe us something. Its obvious everything is down. Thats completely normal in all businesses. It will be up and down again.
Yes, since they don't get tired spewing out word salad 12 months a year.
"Biggest launch", "millions of players", "growth of", "here look our revenue", "We buy ABK", "We'll bring you 1st party every quarter", "Biggest this, biggest that", "We always wanted to share games with everyone", "We're growing", "biggest launch", "millions of players", ... you get the point.
They either shut up.
Or deliver numbers like Nintendo, Playstation, hell even Tencent does.
On a sidenote:
Just years ago, Microsoft wanted to buy out a whole lot more than just Zenimax and ABK. They even wanted to push Sony out and collect Nintendo in.
You bet your butt I'm demanding numbers.
In an article discussing industry matters, telling people to not worry or want better information on the industry is antithesis to the whole point of it. I'm going to try this out with all those review articles. I mean, who cares about scores, just try it out for yourself, that's the only opinion that matters.
«In an article discussing industry matters, telling people to not worry or want better information on the industry is antithesis to the whole point of it.»
Well.
That's it.
Case closed!
He might be a shareholder you can get a etorro or whatever online platform about and throw 20 bucks into Microsoft boom shareholder
Yes, it matters. This is business! Some gamers have to stop acting like it only matters when the company they prefer wants to play ball.
The fact that shareholders are also in the dark im sure is also completely fine with you and Microsoft doesn't owe them anything either amirite? Not withstanding how silly and potentially inappropriate it is for someone to defend a public company from hiding sales information, you are also completely wrong.
@varora
Thank you.
For over 10 years we've been in those quarterly discussions.
Yet Nintendo and Playstation are the only manufacturers that deliver numbers, that deliver proof, that give us numerical baselines to either brag about or compliment them.
The only fraction that's been pulling doooozens of doooozens, hundreds and thousands of word salad bribberish comments out of their Xbox'clestotitis fan cloud is the die hard Xbox community.
And by doing that they're even defending that downward spiral Xbox is suffering from.
Bring the numbers buddies, or else just stfu.
Nintendo and Playstation can deliver all the numbers they want. It doesnt matter much because hardware isn't the only way to make money in the industry. Maybe decades ago but not now. That's why you see sony putting more and more games on PC. They know its the games that keeps the money coming. Consoles stagnate but not the software.
The fact is that Microsoft was and is never gonna outsell them. The competition's console sales doesnt really affect Microsoft"s profit margin much if at all.. Look at how many more consoles sony sells and then go look at what they report in profit. The gap is nowhere near the gap in console sold. Hardware doesn't dictate market trends.
Microsoft doesn't report xbox profit, so how can we compare them.......
Console sales lead to those software sales, thats not a theory its a fact, old days, these days... doesn't matter, one company is doing much better than the other, and thats partly because of said console sales...
I really think Call of Duty underperforming, the raise in subscription prices and Hoods ridiculous expectations of 30% return. Is what led to the lower numbers.
Could you show us the profit charts while you're at it? Would love to see this 'gap' you mentioned. Should be easy to show that right?
This whole report is confusing to me until I remember content and service are separate. Content went down... okay we get that because COD 'bombed' but Services went up because of the price increase which mitigated most of the lost from the cancelations. Okay got it.
I wouldn't blame the results on Amy but she sure as hell had unreasonable expectations.
GamePass has put Xbox in a bad position where the absolutely need PlayStation to make their numbers. So if a big game like COD bombs... they got a problem.
The fact that their service revenue (GamePass) can't drive growth on its own is a huge red flag. That was supposed to be the whole point.
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Microsoft CEO Satya Nadella boasted records for players on PC and Xbox Content and Services Revenue, on top of Minecraft Monthly Active Users.
Amy Hood also provided the prediction for the current quarter.
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So if they do bad, they suck!
And if the do good, they suck!...ok got it lol.
I think I'll post my comment from the other thread here soon, maybe, just maybe, some people might read it and realize that all these companies do very similar things....ha!! Who am I kidding...carry on good people.
The last thing Microsoft needs is to enrage the PlayStation community and have them boycott Microsoft games releases on PlayStation
See, this is part of what I think is a problem in gaming with "Hardcore" fans.... because of what MS may say that "Sony" gamers might not like, they would deny themselves a game that they wanna play?
That may be the problem, we put BS, made up slights, before being actually gamers.
I mean, I haven't bought any Microsoft game on PlayStation since they started porting their games over. Most of that comes from a major lack of trust in them as a company. Microsoft only ever does moves to hurt the competition so they can ultimately dominate. They are certainly not hurting for cash. Their end goal is to move the goal posts so that everyone is using their cloud servers but that isn't enough for Microsoft, they want to have the cloud servers and be the entertainment company on top of that.
Microsoft CEO Satya Nadella and CFO Amy Hood provided more color about the performance of the company’s gaming business.
Do you always have to glaze so hard, dude? There's enthusiasm for a brand and then there's... this.
Yall noticed he wasn’t in the article stating MS gaming revenue and hardware revenue was down lol
He turns blind to does news, never exist lol
Obscure_Observer You get an upvote from me. I’m beginning to respect your exquisite level of trolling. 🫡
Maybe he gets off on it?
tires to have sexy fun time with lady but can't get it up, Viagra don't work so he hop on hear to get degrade and downvoted
Wait so 4 million PLAYERS when everyone with Gamepass can play it is good, but you and your like claim a Sony game SELLING 10 million is a failure?
SMFH
Something something single percent of PS5 owners bought astro bot, wow what a flop.
4 million Indiana Jones *players* with access on GP on Xbox consoles and hundreds of millions of gaming PCs out there, omg what a massive success, congrats MS.
Calm yourself, man.
Understand that "failure" is in the eye of the beholder.
Every company has their own particular expectations and metrics for games to achieve success based on development cost and marketing expenses vs ROI.
So don't ask me why a company would lay off people and cut budgets for a studio that has reached the milestone of over 10 million sales. Only the said company can provide you answers for that.
Obscure_Observer today:
"Understand that 'failure' is in the eye of the beholder.
"Every company has their own particular expectations and metrics for games to achieve success based on development cost and marketing expenses vs ROI."
Obscure_Observer 1912 days ago arguing that attach rate defines success:
"@MasterCornholio
"100 million console sold is not the definitive metric for success anymore. You need ACTIVE PS4 owners! That´s why MAUs is more important for companies nowdays. If a multiplat game like FIFA sells 10 million copies on PS4 (100+ owners) and only 2 million copies on Xbox (45 million? users), then yes, Xbox is a failure. If the said game sold 10 million on PS4 and 5 million on Xbox, the Xbox console is clearly successful! This is called attach rate!"
https://n4g.com/comments/re...
Well I bet Microsoft will be happier with 4 miillion Sales when it releases on PlayStation as opposed to 4 million players.
Bookmark this comment RauLeCreuset
I didn't think of it like that, but yeah, out of 34 million GP subscribers (let's be generous and assume it hasn't gone up), and can play the game, 'for free', only 12% (being generous and rounding up) have done so!
What were the other 30 million doing?
@Bathyj
"Well I bet Microsoft will be happier with 4 miillion Sales when it releases on PlayStation as opposed to 4 million players."
Pretty sure Microsoft will be happy with both Gamepass players and PS5 sales for Indie. No sure how well those companies monetize over "players" vs "sales" tbh, but:
Koei Tecmo was celebrating over 5 million *players* for Wo Long: Fallen Dynasty in its latest Q3 financial results, while PS5 exclusive Rise of the Ronin was nowhere to be found..
https://www.koeitecmo.co.jp...
So I guess KT were happy with Wo Long´s performance on Game Pass but not so happy with Rise of the Ronin sales on PS5.
So I guess both Ninja Gaiden games day one on Game Pass this year, comes with no surprise.
This is why I never go by install base. You can spin everything to look like a failure. Even the biggest hits only sell to a fraction.
Is there really not a way to mute you? Your instance on posting everything Xbox related was funny at first and now it's genuinely ticking me off. The bootlicking on display has become super pathetic. You really need to grow out of this nonsense. It's embarrassing
Look at the number 1 post on this site to see how well they're actually doing. Do you ever criticise them like ever? But no you're all over that post with alt accounts.
Xbox demise has to be covered with great pr news. Its like MS paints a turd gold and tells us it smells great. Come one come all, take a whiff of this!
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Since Xbox hardware is dead and Gamepass doesn't progress anymore, the Third Party transition is the best way to go.
while revenue only grew 2%.
you knowz i always thought that Phil is the delusional one, but apparently it goes up the ladder too.
being proud of your products is different than lying to yourself about it ha
Revenue grew only 2 percent because it's leveling out from the huge jumps it saw last year after acquiring Activision. Microsoft is now the number one game publisher in the world, with gamers spending $465 million dollars on Microsoft titles just last month (beating every publisher by over $100 million).
I'm getting tired making fun of anything.
But ... I mean, I don't really know what to say anymore.
How can these earnings reports & calls be allowed to aaalways be so shallow in data when it comes to Xbox?
It's become somewhat of a running gag.
• Again no operating profit/loss numbers
• Noone knows what "+30% PC GP" means
• Noone knows what "quarter record GP revenue" is
• Noone knows the actual GP subscriptions
• Noone knows X|S shipment/sellthrough
But yeah, sure, Microsoft was the No. 1 games publisher in December. Just like ABK was before.
Who would have thought. And that's almost everything we know.
+30% pc gp mean the PC version of gamepass is up 30%. To me this is common sense and knowledge. Figure the rest out on ya own. I'm no special ed teacher lol
@PhillyDonJawn
30% Up from? Did 30% of Xbox console users cancel Xbox GP for PC GP?
first class? lol the apple approach. I get it now. good luck approaching the game industry with that mentality. See when you buy so much 3rd party exclusivity and have somewhat half of NA marketshare that should be a scary sign. Being that America was xbox territory.
LMMFAO!!!