Gamestop Announces Strategic partner ship with Microsoft

I agree. They don't need retail stores, despite how nice an experience that would be for some, it's not required. Strike some deals with existing retail stores (or even Kinko's / FedEx centers) to handle advanced returns and replacements.

 

Where does Apple make the most of their money? Hardware, software, or services? Or what products have the highest margins?

The only way a small store for Microsoft works is if they have a lot of high margins products that they sell a lot of. Microsoft hardware doesn't attract the same type of customers as Apple & there are a lot fewer of them. They don't have the kind of market share as Apple in anything other than their OS, Office & cloud services. Microsoft rightly closed their retail stores. They're not Apple & never will be. They don't need to be, to be successful either. Same reason why Phil decided to not compete with Sony & do their own thing in gaming. They will look more like Amazon & Google in 10 or more years. Neither of which are really trying to get real serious in brick & mortar. Microsoft needs to buy a drone company & partner with Walmart or Target to take on Amazon. LOL Let successful brick & mortars companies do that work. Then Microsoft can do what they do best: the business backend with cloud & software services.

Tommy McClain

 

I still don't see enough market penetration on the PC side to warrant a whole store dedicated to that one product line. They're better off getting their own corner in a Best Buy or Walmart if they want a retail presence.

I still don't think Amazon are real serious about brick & mortar. Dabbling in it yeah. If they start buying old malls/Sears/JCPenney stores for warehouses that has been theorized, then they are getting serious. I won't be surprised if Amazon Books or 4 Star last after the holiday or COVID. Guess we'll see next year how Amazon weather the current retail climate.

Tommy McClain

 

I also don't think Amazon want to be in the high street but I bet Amazon have data showing that people look at products, look at delivery times then don't order those products and the stores are there to serve that segment who want products faster. I order an insane amount from Amazon because they make it so easy but when I can't get something urgent for same day or next day delivery, I'm going to retail. The last thing Amazon want their customers doing is walking into a competing retail chain because who knows what bargains you might see there.

 

Microsoft attributed this blip to new devices being launched in the last quarter, rather than the usual fall launch.

Context is important.

 

I hope MS forces GS to ship the consoles to people at home in Europe because we are very close to a new lockdown. Not possible to receive the console at the phisical shop.

 

Older models were selling at very appealing prices. I even considered one!

 

When Microsoft approach the point of launching new Surface hardware and have old stock sitting around they typically the older stuff on promotion in the run up, this has a two-fold effect: they sell a bunch of old hardware, then they sell a bunch of new hardware to people who particularly like they type of product.

You follow now? You didn't listen to the investor call did you?

 

If you listened to the call you'll know that Microsoft specifically said that last year they launched new Surface devices in the following quarter! Hence the quarterly YOY blip. Listen to it again.

 

Gamestop stock market squeeze thread @ https://forum.beyond3d.com/threads/...-of-gamestop-amc-and-other-stocks-2021.62253/