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MS Didn’t Agree With the Shares in the Cloud Gaming Market (60-70%) Because It’s Not a Standalone Cloud Gaming Service. However, the Cma Believes That a Significant Proportion of Game Pass Ultimate Users Are Attracted to It Due to Cloud Gaming and That They Would Be Willing to Pay Extra for It (Page 216 - 217)
The Parties submitted that shares of supply analysis is misleading and overstates Microsoft's strength as [REDACTED], and it is therefore not comparable to standalone cloud gaming services such as GFN. Whilst it is not possible to determine how many users xCloud would have as a standalone service, the evidence described above indicates that cloud gaming attracts users to XGPU and that a significant proportion ([REDACTED]%) of users would be willing to pay extra for it, even though they already have access to offline play, which suggests for those customers, streaming and offline play are not substitutes, and these customers may be interested in cloud gaming as a standalone service (although we recognise that it is difficult to fully separate Microsoft's ability to 'upsell' xCloud to Game Pass customers from Microsoft's ability to compete for stand-alone xCloud customers). In any case our concern is about Microsoft's future position based on our assessment of its strength, and its substantial number of users now indicates that it may continue to attract a large number of users as cloud gaming grows.
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This one deserves its own post, the CMA are absolutely cuckoo for genuinely believing this, it's bad enough that they came to the determination that xCloud has 60%-70% of the market because it's attached to Game Pass Ultimate and they're using Ultimate's market share as the % but to also suggest that a significant portion of Game Pass Ultimate users are attracted to it because of Cloud Gaming is bonkers and hilarious.
I should run a poll, I bet even if you ran a poll among enthusiasts, over 90% would say they don't give a shit about xCloud and they definitely weren't attracted to Game Pass Ultimate for xCloud, it's far more likely and sensible to think that they were attracted to Game Pass Ultimate due to Xbox Live Gold + Game Pass but once they were in the ecosystem they gave xCloud a try-out at some period.
Even IF we agree that a significant was attracted to GPU due to xCloud...That still doesn't make the market 60%-70%, Lmao. That makes it a "significant" portion of Game Pass Ultimate 25m users but what is that significant portion? If 25m = 60-70% of the market then a significant portion of 25m would still be less than 60-70% of the market.
I should also run a poll if people would be willing to pay extra for xCloud, Lol.
CMA, it's not complicated, just look at the MAU of xCloud and there's your ceiling. It'd likely be even less as a paid standalone service.
Last edited by Ryuu96 - on 02 May 2023
