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Aerys said:
Remember that Microsoft has a marketing deal with NFL for Madden, a marketing deal around $400M...

Yea, the investors probably aren't too happy about that deal, now.  $400M, and for what?  The PS4 to still outsell you in the month of release.  They aren't really netting much of anything from that deal.  That's why I've been saying I think 2014 is going to be the last year you really see these BIG moneyhatting deals from Xbox.  After this year, if things keep going as is, investors are really going to be breathing down their necks about all the wasted spending.