Missed that:
Because the actual question for them today is:
• Let's look at retail revenue we've lost from games being D1 in GP, e.g. Call of Duty (just to name the biggest one).
• And ask ourselves: would we've had gained more than +8% in content & services with the retail model?
Keep in mind there was a price increase of GP tiers which came effective in Sept. 2024.
And Sept. 2024...
Edit:
"Hardware revenue will probably sit somewhere between 800M - 1B for the quarter."
Was too optimistic.
It's estimated to be at ~330M in Q3.
This means hardware revenue contributed ~6% to Xbox total gaming revenue.
Which then means that 94% of Xbox total gaming revenue in their Q3 '25 was driven by content & service.
And that big portion is up 8% compare...
Hardware revenue will probably sit somewhere between 800M - 1B for the quarter.
And content & services make up around 75 - 80% of total gaming revenue. Total gaming revenue is up 5%.
While positive numbers are positive, I don't find +5% year-on-year in total revenue a great, not even a good result considering what they've been throwing into the pot since their last Q3.
I don't think they are happy with only a +5% payoff ...
Well, yeah. Nothing to disagree with you.
Although, as far as "dominating Playstation charts" goes:
We'll see. I have nothing against anyone dominating anything.
But this term of "domination" shouldn't be used too losely I suppose.
Indiana Jones was #1 best-selling game in a single week (so far). Let's see how Forza went.
And after May we'll have better numbers, ...
Back in the day, there were even discussions and I believe statements from Spencer about wether Sony would allow Game Pass on Playstation.
At least for the time being this option seems definitely to be ruled out completely.
And it's not just that 30% cut only.
Imagine if there's just one person saying:
"Mmmh, Indiana Jones is now on PS5. I just wanted to buy a new console. Oh, look here, Forza on PS now, too? Oh, what's that - Death Stranding 2 only on PS5? I guess I'm gonna get a PS5 then."
These are the decisions that lead to quarterly financial reports seen in the last one.
When Playstation made almost doubl...
That's my guess, too.
In hindsight, it's really been a bold decision to not release it on Playstation in a month like December.
But instead back in August already to announce it's going to come to Playstation, then proceed to make it a weird "4 ½ months timed exclusive", and then to release it in a time with so much competition/big games being around.
Isn't this just weird?
I mean why w...
I really gotta say I am a bit curious about E-Day.
With hardly any sales anymore, wether hardware nor software, probably not even subscriptions in a quantity they would want to have:
Is Spencer going to pull the trigger and bring Gears D1 on Playstation?
I'd guess they saw the potential of the game and paid Sandfall a very (!) good amount of compensation before-hand.
First and foremost, this must be great for the folks at Machine Games. Well done & congrats!
Geez.
I don't even know how to put it.
I mean, yeah, ok, that's just impressive.
While still remembering times when Xbox discs were on par or even sold more than Playstation's in the UK.
Not my type of game, not very much interested in it, but:
Damn, I just love reading news like this when smaller studios threw out universally acclaimed games & collecting their sales trophies deservedly.
Congrats!
Game Pass shows its full conceptual strength seen in times like these:
Many games D1, you can't really decide which one to play first.
The downside for MS though:
You need those subscriptions, because they lose revenue usually gained from retail.
If this ratio is not balanced pro Gamepass, then it will be an incredibly expensive year to bring so many D1 games into the GP in 2025.
Hogwart's, Indiana, Astro Bot & Monster Hunter - that's a pretty nice top 4 once again.
I bet MachineGames are quite happy about the sales pouring in.
Year-on-year so far:
PS5
• Jan. -31%
• Feb. -7%
• Mar. -11.1%
X|S
• Jan. -48%
• Feb. -21%
• Mar. -27.5%
Yes, I don't mind, tbh.
Although Yotéi wouldn't be a big threat to GTA6 I assume, it's okay to me if every party wants to release their AAA game with no bigger competition around.
But if the assumption towards GTA6 is true, it could also mean that GTA6 could have been even delayed, instead of the release date being finalized.
Feels like they've just learned about the release date of GTA6.
... and quickly secured themselves October's 1st week before anyone else does.
Great!
Sounds like a new State of Play or maybe even Showcase could be happening soon.
In the first 3 minutes of the podcast, Yoshida instantly says that since he has left, he's showing up in various different podcasts.
I mean that's just honest right? Which means that he is self-aware of it and isn't acting like they all should be grateful.
He's 30+ years of Playstation, and probably 40 years of Sony. I am convinced he hasn't even scratched the stories and anecdotes yet he could actually tell.
Great g...
@crazy
Last Q3 '24, their overall revenue was up 61%. (Thanks to ABK.)
What's left?
5%. In 12 months.
After they increased GP for an average of +18% across all tiers.
After they put Call of Duty (!) D1 into GP.
5%.
That's crazy if you asked me.