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Forums - Sales - Gamepass Numbers

 

How many subscribers does MS need for other companies to follow?

20 million 6 13.33%
 
30 million 4 8.89%
 
40 million 6 13.33%
 
50 million 13 28.89%
 
60 million 2 4.44%
 
70 million 1 2.22%
 
80 million 0 0%
 
90 million 1 2.22%
 
150 million + 12 26.67%
 
Total:45
eva01beserk said:
smroadkill15 said:

Lmao moving goal post as always. MS help fund Psychonauts 2, bought the publishing rights, and delayed the game so it could get the extra content and polish it wouldn't have otherwise had. Gears Tactics was definitely AAA so just stop, your ignorance is showing. Just because you dismiss these games based off your ridiculous criteria, doesn't change anything. 

I sure thse 2 games just exude quality and has to be why they dint even chart upon release and where mentioned for the wekend they launched. Now youre gona tell me ori is also AAA hundred million dev cost franchise. 

To be fair, if you are satisfied with those types of games then for you gamepass might actually be worth it. I myself wont bother with a game that can be played on my phone and thus think paying $120 a year for that level of quality is not worth it. 

Now these games must be in the charts to matter when they are day 1 on Game Pass, sure add another criteria to your list lol. I never claimed Ori was AAA, but it speaks volumes that you can't see the difference from the other 2 games. 

You're right, all Game Pass titles are mobile now. I thought I was playing Scarlet Nexus, but turned out to be Clash of Clans. How could we ever get by without your knowledge of gaming to grace us. 



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eva01beserk said:
smroadkill15 said:

Lmao moving goal post as always. MS help fund Psychonauts 2, bought the publishing rights, and delayed the game so it could get the extra content and polish it wouldn't have otherwise had. Gears Tactics was definitely AAA so just stop, your ignorance is showing. Just because you dismiss these games based off your ridiculous criteria, doesn't change anything. 

I sure thse 2 games just exude quality and has to be why they dint even chart upon release and where mentioned for the wekend they launched. Now youre gona tell me ori is also AAA hundred million dev cost franchise. 

To be fair, if you are satisfied with those types of games then for you gamepass might actually be worth it. I myself wont bother with a game that can be played on my phone and thus think paying $120 a year for that level of quality is not worth it. 



How fast would I be banned for shit posting and constant goal post shifting like this in a Sony thread ??

Last edited by LudicrousSpeed - on 11 October 2021

LudicrousSpeed said:
eva01beserk said:

I sure thse 2 games just exude quality and has to be why they dint even chart upon release and where mentioned for the wekend they launched. Now youre gona tell me ori is also AAA hundred million dev cost franchise. 

To be fair, if you are satisfied with those types of games then for you gamepass might actually be worth it. I myself wont bother with a game that can be played on my phone and thus think paying $120 a year for that level of quality is not worth it. 



How fast would I be banned for shit posting and constant goal post shifting like this in a Sony thread 😂😂

No reason to stoop to their level. It just makes them look petty and means MS must be doing something right if they are getting this worked up. 



Tspeddy said:

Netflix was losing money every year with 120 million full paying subs and I still think they are losing money yearly and have never turned a profit. 

If this was the case they would have gone under already. You can not stay in business this long without turning a profit.



Tspeddy said:

Gamepass was not created to make Xbox beat Nintendo or Playstation. The service was created to find Microsoft a way to continue to stay in the race when they were fading so fast last generation it looked like it was probably time to pull the plug on the gaming division for a Trillion Dollar company that sees little to no return from that division. Gamepass gave Xbox a niche that the other companies did not provide and allows them the opportunity to make gains in other ways instead of selling consoles or games. 

The thing that no discusses when talking about the Gamepass model is just how much money Gamepass would have to make to be successful. Netflix was losing money every year with 120 million full paying subs and I still think they are losing money yearly and have never turned a profit. If Gamepass was a service where they purchased rights to games to put in the service then all they would have to do is secure more money in sub payments than they pay out to developers for the games. It would be an easy model to predict if it was successful. 

Snip

Totally disagree.  Gamepass was started because MS realized very simply that games are more important than hardware.  Better yet, a game service that can supply games to those billion of devices out in the wild is a much better investment than just a single game console.  The fact that you believe that GP is some way thought out as a way to keep the Xbox competitive with Sony and Nintendo really shows like most gamers how very narrow focus you are on these petty console wars.  There is something you have to understand about short term and long term investment.  Its the very reason why MS is taking their time building out their infrastructure for Xcloud. 

Some investment are not done to turn a profit out the gates but to build marketshare.   It does not matter how much money GP needs to generate to be successful if the whole company is behind making it successful.  Its the unique position that MS is in because as they continue to build out their service which still makes them money.  If you are someone who is concerned about losing money when you have a 5 to 10 year plan then you probably would never run a company.  Let me ask you a simple question, how did Netflix change from a company that just streamed movies and TV shows to producing their own content.  It actually now to the point where Netflix own content is actually worth the monthly service than it is the TV shows and movies they stream.  The main point is that you do not understand the model.  The model is not the same as the traditional game model that has existed for decades.  Also the fact that the whole company is behind the effort suggest that MS understands that in order to get to Netflix level, you have either go whole hog or go home.  This is why there is no real traction with PSNow.  Sony could do exactly what MS is doing and continue to build out PSNow as a service that can be on billion of devices but they are treating PSnow as more of a afterthought.  Sony is not willing to put full commitment in PSNow which limits the scope and reach of the service.



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eva01beserk said:
smroadkill15 said:

Lmao moving goal post as always. MS help fund Psychonauts 2, bought the publishing rights, and delayed the game so it could get the extra content and polish it wouldn't have otherwise had. Gears Tactics was definitely AAA so just stop, your ignorance is showing. Just because you dismiss these games based off your ridiculous criteria, doesn't change anything. 

I sure thse 2 games just exude quality and has to be why they dint even chart upon release and where mentioned for the wekend they launched. Now youre gona tell me ori is also AAA hundred million dev cost franchise. 

To be fair, if you are satisfied with those types of games then for you gamepass might actually be worth it. I myself wont bother with a game that can be played on my phone and thus think paying $120 a year for that level of quality is not worth it. 

Just wondering, so what motivates your decision is not the quality of the game but how much money was spent making it.  So if there were hundreds of games of the same quality as Ori, Psychonauts with lower budgets, you would dismiss that service but be content with a service that gives you Marvel Avengers of that quality.  As long as the budget of the games is high, who cares about the quality.  Well, to each their own.



Chicho said:
Tspeddy said:

Netflix was losing money every year with 120 million full paying subs and I still think they are losing money yearly and have never turned a profit. 

If this was the case they would have gone under already. You can not stay in business this long without turning a profit.

Yeah but you forget that the subscription prices keep going up and up. I've stopped my netflix subscription once the 4 screens UHD reached 16€ in Europe. And now the 1 screen SD is sold at 9€ per month, which is insane. I mean, SD in 2021.



Ryuu96 said:
src said:

Not really.

The Irishman is not produced or directed by Netflix 1st party studios. Its produced and made by a different company, Netflix is simply the distributor.

It would be like Sony contracting FROM to make an exclusive. Its still using third party.

But the bigger point is the biggest IPs in gaming will never be Gamepass exclusive. Look at Squid Game, becoming a global record breaking sensation while being a third party exclusive.

Gamepass won't have that, because the biggest third party gaming IPs are multiplatform and on far bigger platforms (PSN, Steam).

Netflix owns The Irishman, they purchased the film rights and paid for its $100m budget, it's the equivalent of a game being published by Xbox or Sony and them owning the IP, which both Microsoft and Sony consider to be 1st party.

Squid Game would be that too, Netflix funded the project in its entirety and own the rights to it.

AC Valhalla isn't comparable to The Irishman nor Squid Game, something like AC Valhalla in the Netflix world would be a project that Netflix has nothing to do with creatively and financially.

Your comparisons are bad.

Xbox will have those big budget day one releases from either their own 23 studios or through Xbox Publishing (Xbox Publishing with IP ownership would be a better comparison to The Irishman/Squid Game).

The IP is first party but the studio behind the IP is not. Its a third party studio. The squid game producers could easily make Rabbit game for Amazon Prime and Netflix would have effectively wasted money advertising Amazon Prime.

Your business analysis is bad. There's only two distinctions in talent driven industries. Do you own the talent or do you not?

Its why the TV/movie industry has been in consolidation mode for years, as companies can no longer trust that their third party studio will continue working with them. They need first party studios.

In Xbox's case the biggest gaming IPs will simply never be owned by them and so will not care for their business model. The biggest IPs not caring means Gamepass as a whole is treated as a sidepiece by the industry and players. In the rare case they buy out these IPs, such as Skyrim/Fallout, their IP strength is massively cut as Playstation dominates the console business.

Machiavellian said:
Tspeddy said:

Gamepass was not created to make Xbox beat Nintendo or Playstation. The service was created to find Microsoft a way to continue to stay in the race when they were fading so fast last generation it looked like it was probably time to pull the plug on the gaming division for a Trillion Dollar company that sees little to no return from that division. Gamepass gave Xbox a niche that the other companies did not provide and allows them the opportunity to make gains in other ways instead of selling consoles or games. 

The thing that no discusses when talking about the Gamepass model is just how much money Gamepass would have to make to be successful. Netflix was losing money every year with 120 million full paying subs and I still think they are losing money yearly and have never turned a profit. If Gamepass was a service where they purchased rights to games to put in the service then all they would have to do is secure more money in sub payments than they pay out to developers for the games. It would be an easy model to predict if it was successful. 

Snip

Totally disagree.  Gamepass was started because MS realized very simply that games are more important than hardware.  Better yet, a game service that can supply games to those billion of devices out in the wild is a much better investment than just a single game console.  The fact that you believe that GP is some way thought out as a way to keep the Xbox competitive with Sony and Nintendo really shows like most gamers how very narrow focus you are on these petty console wars.  There is something you have to understand about short term and long term investment.  Its the very reason why MS is taking their time building out their infrastructure for Xcloud. 

Some investment are not done to turn a profit out the gates but to build marketshare.   It does not matter how much money GP needs to generate to be successful if the whole company is behind making it successful.  Its the unique position that MS is in because as they continue to build out their service which still makes them money.  If you are someone who is concerned about losing money when you have a 5 to 10 year plan then you probably would never run a company.  Let me ask you a simple question, how did Netflix change from a company that just streamed movies and TV shows to producing their own content.  It actually now to the point where Netflix own content is actually worth the monthly service than it is the TV shows and movies they stream.  The main point is that you do not understand the model.  The model is not the same as the traditional game model that has existed for decades.  Also the fact that the whole company is behind the effort suggest that MS understands that in order to get to Netflix level, you have either go whole hog or go home.  This is why there is no real traction with PSNow.  Sony could do exactly what MS is doing and continue to build out PSNow as a service that can be on billion of devices but they are treating PSnow as more of a afterthought.  Sony is not willing to put full commitment in PSNow which limits the scope and reach of the service.

Not at all, as gaming itself requires real time computation on increasingly higher end hardware. It fundamentally means gaming is nothing like movies or music for streaming, as it is tied to hardware specs. If not, then you would need to stream from a server, in which case latency is a physical issue.

If you want to seriously talk about investment, then you would directly compare Xbox to Playstation, its number 1 competitor that is dominating it. Ignoring competitors is horrible advice. Even MS knows this, as the leaked court docs show them contracting Goldman Sachs and/or internal analysts to model Playstation's business.

Again the Netflix comparison makes little sense.

  1. movies/tv shows are easy to stream on any device. Gaming is not, requires hardware or very low latency.
  2. movies/tv shows had very little on demand options. Gaming does not. Gaming is on demand by default and already has $20B+ platforms for that. Xbox is last place here.
  3. The biggest and most lucrative games are already F2P on every platform under the sun. Gamepass is doing nothing here as an offering.
  4. The console business is hugely reliant on hardware. Xbox is not a PC platform, Steam dominates that. Xbox's software sold, in game user spend, accessories sold, sub numbers all depend on how well their console sells. Netflix did not have this problem, rather like Spotify, transitioning is less of an issue.
  5. Gamers prefer ownership of games rather than renting.
  6. Netflix had 60-100%+ revenue growths and still has 20-30%+ revenue growths. Xbox does not and Gamepass is having little revenue effect, or if it is its being cancelled out by other losses.



SKMBlake said:
Chicho said:

If this was the case they would have gone under already. You can not stay in business this long without turning a profit.

Yeah but you forget that the subscription prices keep going up and up. I've stopped my netflix subscription once the 4 screens UHD reached 16€ in Europe. And now the 1 screen SD is sold at 9€ per month, which is insane. I mean, SD in 2021.

Here it is CAD 9.99 for SD, CAD 14.99 for HD (2 screens) and CAD 18.99 for 4K (4 screens)

I'm still paying for HD, yet got that for CAD 6.99 at the start with more big movies and series. (which are now on other services)


xCloud or gamepass ultimate is CAD 16.99 a month here. XCloud will be 1080p only for now.

So it's sitting right between HD and 4K compared to Netflix. However pumping out a bit of video at 5 mbps (1080p) or up to 25 mbps (4k) just requires a lot of storage, while hosting video gaming requires data centers closer to users with advanced hardware to deliver real time games. Hardware that needs to evolve to keep up with future gaming demands. Gaming also tends to be a bigger time sink than watching tv, at least for those that go for gamepass.

Netflix does run a profit now and then, then starts losing users and have to throw a lot of money at user acquisition again. It's a tight balancing act with competition and needing to stay self sustainable. A balancing act that is losing me as a consumer (and you as well I see)




Signalstar said:
Shinobi-san said:

The problem with the Netflix comparison is that Netflix does not make top rated blockbuster movies inhouse. While they do make top notch series, I feel like that's less relevant for gaming.

Clearly this is due to budget constraints imposed on Netflix by their subscription model which needs to cater for inhouse development, and purchasing rights from other content suppliers to make an overall worth while service.

If you superimpose this with Gamepass - you going to ultimately end up in a scenario where the quality of inhouse content will have to drop. That being said the output from MS first party studios has been so low of late, that they are still going to be in a better position with gamepass either way. However, once their content is on par with Sony and Nintendo I think they too will end up in a predicament - especially with escalating game development costs for AAA games.

Sony and Nintendo on the other hand can not and should not adopt the exact same model. I suspect they will both adopt a hybrid model - whereby they can still make huge profits from new releases in the launch period - while simultaneously offering a more comprehensive service than PS+ or PS Now etc.

That's just not true. I may not like Netflix original movies but they do spend a lot of money on them from time to time.

The Irishman cost $200 million.

Bright, Roma, Six Underground, and Red Notice are others.

Netflix just spent $400 million for two sequels to Knives Out.

Those are blockbuster figures.

Yeah perhaps I overstated a bit, but the point remains: Netflix rarely puts out blockbuster movies with the budget to follow.

The Irishman according to IMDB had a 175million budget and its the highest Netflix has ever spent on a movie. Six Underground is next highest and its at 150 million. The Irishman is also an outlier in that its actually a good movie. But Netflix has become notorious for putting out subpar action movies.

In contrast Black Widow and No Time to Die - both had budgets of over 200 million and are true blockbuster action movies. And they are not even at the upper echelon of blockbuster. 

The point of my comment is to state that once MS's first party software reaches the pinnacle of quality as we generally see from Nintendo and Sony....they might find it hard to balance profits from gamepass and ever increasing budgets needed to reach that quality level.



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