My problem with people taking these industry veterans word is that they are all just guessing. Meaning that they site no sources close enough to make any real difference then them just taking a stab in the dark like everyone else. Unless that source is Phil, Matt or Sarah, all we see are just a bunch of people throwing stuff against the wall which is no better than the rest of us.
If GP numbers were really affecting everything than it was a very poor decision by Phil which would mean that Sarah stating that they would continue to release all of their first party content on the service a huge issue and crux. Working at large corporations like I have, I know from personal experience that there are people who job is to crunch the numbers so if anything, what is driving MS direction is that they do not have enough big IP games hitting the service to grow GP not the other way around. If I am analyzing MS move I would say that MS believes smaller games like Grounded, HI FI Rush, Pentiment are great games, but they are not moving customers to GP which is their primary goal for the service. COD, Doom, Halo, Gears, Fallout, Eldar Scrolls. Those are the games that need to come out and hit the service to grow it and if you believe MS words, they need those games to come out sooner not later.
Smaller mid tier games can be filled in by GP day one which MS continue to do and add to the service but their own output needs bigger and better hits to because if GP is stagnating and its their primary service, they need to correct it.
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