Xbox |OT|

[trunkswd]

Ryuu96 said:

It's becoming clear to me that as Game Pass growth has slowed, Xbox is increasingly looking to take an IP first approach to its consumer facing business.

That's not to say service and platform aren't still important, but that it seems like Xbox wants its games to be profitable… https://t.co/jjzMHgR3WW

— Daniel Ahmad (@ZhugeEX) May 7, 2024

It's becoming clear to me that as Game Pass growth has slowed, Xbox is increasingly looking to take an IP first approach to its consumer facing business. That's not to say service and platform aren't still important, but that it seems like Xbox wants its games to be profitable as standalone titles. Previously, Xbox was looking at Game Pass as a way to offset development costs for its own first party titles. It doesn't look like that's the case anymore, and also helps explain their recent exploration of releases on competing platforms.

With 34M subscribers that should be $1 billion+ per quarter in revenue. I see the Game Pass price going up again later this year before Call of Duty hits the service. This time possibly a bigger increase.