There is going to be acquisitions by ms. Ms really does want this to be Netflix of gaming. 1st party output will need to be increased. I see at least 2-3 studios being acquired. Ms could reach for take2 or Bethesda. Obviously that's going to cost billions. Take 2 would be perfect though. GTA/rdr are mainstream games that everyone plays. The 2k sports games would also reach an audience that ms doesn't go after at all. Obviously the sports games would stay multiplat but they would be perfect for gamepass.
I think in the past it would be hard for ms to justify acquisitions of 1-10+ billion$$. Sure their was minecraft but that was about a lot more than gaming. With gamepass they will be striving to have millions and millions of subs. It will completely change how they bring in their revenue. They will spit "Netflix of gameing" to their shareholders to ease them into it. Netflix is a 125 billion$ company, shareholders will drool at that.
Just think about this just for gamepass
End of 2018 5million subs- 50million$ a month 600 million annually
End of 2020 10 million subs (assuming decent amount of acquisitions and 3rd party adoption)- 100m a month 1.2 billion a year
End of 2023(gamepass becoming accepted on pc, and even a streaming gamepass box or gamepass reaching other platforms via stream)- 20 million subs 200 million$ a month and 2.4billion annually.
I honestly believe that right there is possible. If they can really reach pc users and stream to other consoles after it's taken off than I think this has the potential for about 50 million subs way down the line. That's "Netflix of gameing" and honestly that's Microsoft's goal.
There are only a couple companies big enough to fill this role. Sony, Nintendo, EA, activision, Microsoft, and apple/Amazon outside gaming. Someone will do it(or maybe a few will split the market) but as of now the only companies attempting it are EA and ms.
Halo MCC will sell 5+ million copies(including digital)
halo 5 will sell 10 million copies(including digital)
x1 will pass ps4 in USA, and UK.







