Ryuu96 on 20 September 2023
xCloud investment in FY2020 as $500M, Games had $1B
— John Welfare (@Welfare_JBP) September 20, 2023
7nm cost Xbox (and PS5) 20% of volume
9.6M XBS for FY2021 and 31M planned Game Pass subs
Xbox could've sold 12M in FY2021 but the FY P&L hit would be massive even though the life time value of those consoles would be positive pic.twitter.com/9nJIIVHEPE
Back in 2020, PlayStation had lower gross margins than Xbox despite a 2:1 install base advantage pic.twitter.com/uOAgPdElMW
— John Welfare (@Welfare_JBP) September 20, 2023
Massive insight into launch Xbox Series numbers, all pertaining to FY2021
— John Welfare (@Welfare_JBP) September 20, 2023
- Hardware was subsidized $1.5B, the largest ever for Xbox. (I estimate this to mean XBS was losing around $230 per unit)
- Phil thinks they could've sold 10M that holiday, 2-3x what they actually had pic.twitter.com/4TXfcrT1Yz
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