shikamaru317 14 hours ago
| shikamaru317 said: https://news.xbox.com/en-us/2026/06/10/next-100-days-xbox-reset/ Xbox has now publicly released that email that Bloomberg saw |
So, to summarize each of her points
- 1 billion unique Xbox players each year, between hardware, software, subs, and cloud gaming. 72 billion hours of playtime each year
- Accountability margin has fallen to just 3%, and in spite of $20b spend by Xbox in the last 5 years, yearly revenue has fallen by nearly half a billion dollars
- Hardware component crisis has severely impacted Xbox, even more than some of it's peers (Playstation, Nintendo, PC OEMs) due to choices made in the last half decade (likely referring to dropping hardware orders leading to their parts partners taking other deals), SSD and RAM prices expected to increase by roughly 5x between Fall 2024 and Fall 2026. Demand for Xbox consoles is up but they just can't make enough of them currently, will need to find new hardware component partners they can make deals with.
- Xbox expanded a little too quickly, acquired more studios than they could adequately fund. Xbox owns huge IP's with much potential but they haven't be adequately funded. At the same time, she notes a need for 1st and 3rd party exclusives calling them critical to Xbox's success. Will rebalance between the need for more software revenue and software exclusivity over the next 5 years.
- Xbox's platform infrastructure is inadequate for the years ahead. Xbox's systems are overly complex which hinders our ability to move fast. We must increase the value of what we ship to consumers and decrease the time it takes to do so. Will look at potential future mergers and acquisitions to help Xbox win in hardware, software, PC, mobile, and streaming.
