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EA Play is not even close to GamePass, and EA doesn’t have the studios or games Microsoft has.

EA games come to EA Play long after release, when they are pretty much done selling and are heavily discounted. Xbox games launch day one into the service.

Why would Sony, for example, want a service in their ecosystem where a game like Elder Scrolls VI will be available to subscribers day one included in a small monthly or yearly fee? At best Sony would get a small piece of every GamePass subscriber, where as they get a good piece of every copy sold, whether physical or digital. It also disrupts the sales of their own games.

It’s also not as good a deal for MS. They can subsidize the loss of revenue by games on GamePass selling less by getting the full piece of the pie of the actual sold copies, plus all the monetization, plus a piece of every third party game and MTX on their store. Not to mention XBLG. In your scenario they now get no Gold revenue, they don’t make anything from third party sales, they now have to give Sony a piece of GamePass subs, and they have to give Sony a piece of every game and monetization transaction.

Doesn’t add up for MS. They make way more money as a hardware company, even a third place hardware company.