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Ryuu96 on 14 July 2023
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SvennoJ said:
EpicRandy said:

You also saw a big ramp-up of studios being created since MS bought Bethesda. Those acquisitions are not what's cause consolidation, they happen because the time is propitious to investment in video game industries. The pandemic skyrocket the industry and now growth is through the roof and is expected to remain that way a least for a few years

There were also significant periods of consolidation in the video game market both in the 1970s and the 1990s. Can you say gaming in the 80s and 2000s was worse because of it?

All the growth is in mobile. Hence I believe this deal is to get an inroad into mobile gaming, using popular IPs and Gamepass to gain traction there. xCloud quality is plenty for mobile streaming but games will also be geared to be more mobile friendly to make it happen.

Tbf...Microsoft have said repeatedly over the past year or so that this deal is largely about mobile, haha. It's not hard to believe them either, over the past two years, 36%-47% of ABK's revenue has came from mobile, it is the fastest growing segment and the largest, it is also an area where Microsoft has almost zero foothold in, I think even Activision-Blizzard only accounts for something in the low single digits of the mobile market.

Though since COD Warzone, Diablo Immortal and Candy Crush are F2P, they can't do much for Game Pass. They need mobile studios who can take their IPs and build native mobile experiences on the side of the console experiences, Microsoft has largely failed to do that so far, they tried with stuff like Forza Street and Gears Pop but they all died quickly.

The issue with xCloud is nobody really wants to play Halo Infinite on mobile with an awkward controller overlay slapped on-top of the screen, Lol. That is one of the things that Phil mentioned in emails as well. Also this just reminded me that xCloud still doesn't have K&M support on PC...Another advantage for GeForce Now. Nvidia really comes out the the best in this for Cloud Gaming, Imo...