hiccupthehuman said:
It doesn't make a difference. Those acquired studio were third-party. Why did they agree to join Xbox if it is such a bad deal to be exclusive with Xbox? Sony can't make timed exclusive deals for every title either. Sony tried to get Starfield. They really tried hard to get Bethesda games to be associated with PlayStation, but it's a lost battle now. Besides, Phil Spencer had said since 2015 that he would no longer pursue third-party exclusivity deals. If they aren't trying, of course they won't have any. Simply different strategies from Xbox and PS. "PS's third party revenue to be $8.6B. Almost 4.5 times bigger." Source? The official report Sony released shows that their entire software sales was 13.8 billion for the entire year. And that figure included first-party sales. So maybe that 8.6B third-party fit in that. But the 2 billion from MS I provided was only from the holiday quarter (3 months). Source: Games Industry If you want to compare the Q3 2020 holiday quarters, then on software Sony made
0.487B+4.14B = 4.627 billion for the games revenue. But that also includes first-party. Q3 FY2020 PS: 4.627 billion (first-party+third-party) vs Xbox: 2+ billion (only third-party). This is concrete proof that the ratio of PS: XB is nowhere near 80:20. People who buy Xboxes also buy games. I don't know why some people find it so hard to believe. A gamer, whether he chooses to buy an Xbox or a PS, will still buy the games he wants, doesn't matter the device. No one buys an expensive piece of hardware just to never buy software. |
Its not just timed its also marketing rights and exclusive incentives that tie users to Playstation, which is one reason why the lean is now 70:30.
COD, FIFA, GTA, Harry Potter, NBA2K
Timed or full: KOTOR, FF16, FF7R, Forspoken, Genshin Impact, Babylon Fall, Project EVE, Persona, Ghostwire, Deathloop, Team Ninja, rumours of FROM exclusive game, rumours of Bioshock 4 exclusivity.
Again, Xbox has none of this on this scale.
Phil Spencer lied. Xbox pursues third party exclusivity deals, for instance The Medium. Its more like Xbox is now getting dominated by Playstation so much that no major third party wants to give them exclusivity or it would be so expensive that it makes no business sense.
$2B is holiday quarter only makes much more sense.
Leaked/now released documents from the Apple/Epic case. Document 551-4, p.41
Sony - Year total revenue = $18.3B , 3P software only $8.6B.
Revenue including MTX is an entirely different comparison as I said before. This is because a lot more money is made through F2P games per user than through software sales.
MS leaked document DX-5523.003 : 70% of total revenue in the industry comes from F2P (includes mobile)
Epic leaked/release doc: Fortnite revenue: PS = 48%, XB = 27% .
That's 36:64, quite different from 70:30 - 80:20 we see in software sales. Remember we saw 72:28 for hardware sales PS4:XB1
- HARDWARE SALES : 72:28
- SOFTWARE SALES : 70:30
- MTX REV : 65:35
- TOTAL REV : 66 : 33 (pre-Bethesda)
Why is this important? It shows Xbox has lost the platform business. I don't think they can recover from a 70:30 losing position. If Playstation was to get more third party big exclusives (GTA, Bungie, CDPR, MHW) or buy a publisher things would get bad for Xbox really quick.
Its clear Gamepass is MS's entire bet on the Xbox division.
