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Ryuu96 said:

There are 8m PS Plus Premium members. The tier that has PlayStation Cloud Streaming.

Game Pass has 25m subscribers.

I wonder how many of that 25m are Ultimate only and how that changes CMA's "Microsoft has 70% of the market cause all GPU members are Cloud users"

Cause all 8m of those PS Plus Premium members are now "Cloud users" by the same logic.

Doesn't really matter since CAT doesn't accept new evidence in the appeal process, Lol.

Having read the conclusion, I don't believe the CMA actually included all GPU members in the share of Xcloud VS the competition, however, they made severely dubious other assumptions and overlooks.

  1. Stadia share included only their free tier because Google was unable to offer a split by tier.
  2. It seems Amazon provided data for both included games with Prime and not and the CMA decided to exclude all usage with games that are included with Prime. This is particularly concerning since the same logic applied to Xcloud should make them exclude all usage of Gamepass-included titles but they did not. 
  3. They discredited Microsoft's assessment that Xcloud is mainly used for trying before downloading despite the fact it was supported by polling. The decision to discredit the poll was due to a high share of XGPU users not even knowing about GamePass, however, this:
    1. Is a logical fallacy, there's no reason to believe the main usage reported by actual users would be any different than users who don't know of it. all users that know of XCloud were at some point users that did not know of it so by pure logic when a group of users learns of its existence there's is 0 reason to believe their usage would be any different than current users.
    2. Overlook completely the fact that the UI doesn't require a user to know of Xcloud to make use of it.
  4. Monthly time spent would have been a way better metric which would by default remove the try before use bias to the MAU figure.
  5. They overlooked the fact that Xcloud is not a standalone service compared to its competitor because they view Xcloud as one of the main reasons users subscribe to XGPU.
    1. This totally contradicts their prior use of the large number of XGPU users who don't even know of Xcloud to discredit the main usage of try before download.
Last edited by EpicRandy - on 24 May 2023