The goal is not to get the CoD and Battlefield players from PS over to GamePass. The goal is to get hundreds of millions of subscribers from the 6 billion smart phone users floating around.
For those just playing CoD, FIFA yearly it will still remain a better deal to buy the games out right. Gamepass is only beneficial is you buy an play a lot of different games. If you're just interested in playing a few games a lot, it doesn't make sense to lay down $180 a year and prices will only go up.
The 69 billion dollar deal comes with CoD mobile, Candy Crush and Diablo Immortal (in the works for mobile phones). Mobile has been making more money for Activision/Blizzard since they absorbed King. The App store and Google play are the new rivals. Tencent the new competitor. But just as with Sony and MS, MS will likely be working together with Tencent (just like Activision-Blizzard worked with Tencent to develop CoD mobile) to break into the mobile phone space.
We might see different tiers for gamepass
- Cheapest, access to mobile games library, ad free downloads and play time
- Middle of the road, streaming to mobile phones added
- Ultimate, full access to PC, Console and Mobile games streaming
Probably more plans, console and PC centric plans will continue as well.
However consoles are on the way out and game development will shift to be made more suitable for streaming and mobile gaming on the go. It's not a future I'm interested in (don't even have a smartphone) but that's where the growth is at. Once MS moves on to play with Apple and Google, Nintendo and Sony (and who knows a new competitor) can pick up the pieces in console development. Although it's looking like Nintendo is going to stick with dedicated handhelds, Sony with consoles while MS has its sights set on the smartphone market.
Nintendo opted out of the console race, MS is moving on from the console market. Sony seems to be simply continuing with what they are good at.