I've seen people say Microsoft going down the sub route for gaming is the wrong move, pointing to the movie industry reeling from putting content on subs but in reality, Xbox gaming has been growing
— John Welfare (@Welfare_JBP) July 12, 2023
Since 2019, gaming (no hardware) is above $2B every quarter, and Q1 2023 was $3B pic.twitter.com/EwgTsbtqnn
Content and Services is mainly capped to the market Xbox is entrenched in, consoles, which isn't growing over last gen so far.
— John Welfare (@Welfare_JBP) July 12, 2023
Microsoft is pushing for growth in the PC and mobile space so that they make more than what is going to be ~$3B a quarter from game content currently.