the-pi-guy said: MS's business model is largely based on software subscriptions as well as cloud infrastructure. Gaming is a huge software segment, with profitable subscription models, cloud hasn't gotten there yet for gaming, but it's something that has been pushed as the future for a while. Sony even tried pushing cloud gaming, and for a long time Gaikai was their biggest acquisition for SIE/SCE. MS feels they are in a good position to offer something akin to how they offer Office 365 or how Netflix offers streaming. They can offer a subscription with lots of big games, and they can potentially offer it off the back of their cloud infrastructure. Especially at a time when games are ballooning. Not to mention seeing more cross IP stuff. It feels like the future could be a big one for gaming. I don't think it's surprising that MS is in the industry. There are a bunch of challenges with following the Netflix model. Early on, it's definitely cheaper to license content. There's less competition. As things go on, it becomes more expensive to license and makes a lot of sense to have a backlog of huge IPs. MS's sole intent is not to take away from Sony right now. They want to build a Netflix like games library. That includes wanting to put Gamepass on PlayStation, which would include all of their games outside of the service. (But Sony doesn't want GP.) MS's challenge is to build a large stable of studios and IP to be able to crank out content to keep people subscribed for months. Which includes having a lot of variety to keep lots of people interested. Which is also why the keep talking about a Japanese developer. |
But that's the thing, they need to BUILD Studios and IP, they need to learn how to actually do that instead of lucking into something and buying everything else. I just don't see Microsoft doing a good job this last DECADE. So many attempts at new IP fail, and the one success (No Man's Sky) took years to be good after nearly 20 years of Rare doing virtually nothing of value for the company after like 8 years of bringing some of Nintendo's most iconic and influential games of the SNES/N64.
They keep buying companies and doing nothing with them. Or, if they ARE doing something, they're not doing it fast enough because it's been way too long since Microsoft had a truly strong year. 2021 was alright but it was sandwiched by two barren years. And 2017-2019 were also absurdly empty.
The issue is that they have nothing to offer, they only take. When was the last time they innovated anything? Where's the console/portable hybrid? where's the sweet controller functions? where are the unique gameplay offerings? why aren't they in the VR market? Where are their new IP? They really only just have 'a console' with gamepass and a few quality of life features that are kinda cool. I just do not know why this makes them a good fit for the console market. They really should go the way of sega if their console doesn't actually have anything unique to offer gamers. they'd make a shitty publishing house but it'd make more sense than being a console manufacturer.
My Console Library:
PS5, Switch, XSX
PS4, PS3, PS2, PS1, WiiU, Wii, GCN, N64 SNES, XBO, 360
3DS, DS, GBA, Vita, PSP, Android