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EpicRandy said:
SKMBlake said:

The thing is a shareholder wouldn't base his thoughts on Game Pass cause it's diluded in "Xbox Services and content" (or whaterver they call it), Phil saying it's around 10-15% of its revenue, and we now that Xbox Serivces and content is profitable on its own (as they had to disclose it during the Epic vs Apple case - but not the real amount).

So is it profitable on its own ? I guess paying the licencing fees to have the games on GP for a specific amount of time vs subscriptions income, the balance should be + at the end.

However small the influence is it's still illegal to make publicly false statement that may result in an influence in perceived stock value.

That's why they always remain vague. "Our revenue increased" from how much to how much ? 

The amount of stuff they're disclosing is getting smaller and smaller. They used to disclose Game Pass subscribers numbers at every quarter report, then they stopped early 2021, and it's been a year since we got the latest figures. "There is growth" technically correct if you have +1 user in total at the end.

And we're focused on Xbox division, but MS is way larger, the shareholders look first at the overall, and they're profitable (with actual figures they actually share every quarter). That's what matters at the end.