Xbox Business Update Podcast | Xbox Everywhere Direction Discussion

What will Xbox do

  • Player owned digital libraries now on cloud

    Votes: 3 23.1%
  • Multiplatform all exclusives to all platforms

    Votes: 3 23.1%
  • Multiplatform only select exclusive titles

    Votes: 8 61.5%
  • Surface hardware strategy

    Votes: 2 15.4%
  • 3rd party hardware strategy

    Votes: 2 15.4%
  • Mobile hardware strategy

    Votes: 1 7.7%
  • Slim Revision hardware strategy

    Votes: 1 7.7%
  • This will be a nothing burger

    Votes: 4 30.8%
  • *new* Xbox Games for Mobile Strategy

    Votes: 2 15.4%
  • *new* Executive leadership changes (ie: named leaders moves/exits/retires)

    Votes: 0 0.0%

  • Total voters
    13
  • Poll closed .
That was what they said in May? And now it is locked behind an existing tier. Xbox Game Pass no longer exists and Game Pass Core won't have COD, so you have to get GPU to play COD Day 1. Unless they release COD to Core as well outside the new rules, this is a complete about-face.
 
Wait a minute.

https://www.eurogamer.net/call-of-duty-black-ops-6-wont-be-locked-behind-a-new-xbox-game-pass-tier

I mean, that's true, it's not locked behind a new tier I guess, but.

"Upon launch, Call of Duty: Black Ops 6 will be playable on Xbox and PC for Xbox Game Pass Ultimate, PC Game Pass, and Xbox Game Pass for Console members," a Microsoft spokesperson told Eurogamer earlier today.

Xbox game pass for console members.
Well that statement spoiled as quickly as milk.
Only new subscribers are affected by this. Everyone on gamepass today will be grandfathered. So no unsubbing and resubbing if you want to keep your plan.

Reading the many posts here, it’s like MS can’t isn’t allowed to do anything to protect their interest. On one hand we have members here talking about how GP is unsustainable and uses month in and month out subbing and unsubbing as a way to circumvent MS from getting revenue and them maximizing their value. And then when MS goes and finally aims to block this we get reverse. No one is actually reading anything directly from MS. They did not go back on their word here. Existing members did not get their prices jacked up. This is not a Netflix level event where old and new had their prices changed. MS officially declared 3 days ago, that that core group of supporters will benefit for the rest of their life as long as they don’t unsubscribe

Game Pass updates announced July 2024​

Starting July 10, 2024, the following updates to Xbox Game Pass will take effect:
  • Price changes will go into effect for new members for Xbox Game Pass Ultimate, Xbox Game Pass Core, and PC Game Pass.
  • Game Pass for Console will no longer be available for new members.
  • Members who are already subscribed to Game Pass for Console and have automatic payment renewal enabled will be able to continue to enjoy their membership.
Also, a new Game Pass option, Xbox Game Pass Standard, will become available in the coming months. These changes will enable us to bring members more value and more great games to Game Pass.
 
Only new subscribers are affected by this. Everyone on gamepass today will be grandfathered. So no unsubbing and resubbing if you want to keep your plan.

Reading the many posts here, it’s like MS can’t isn’t allowed to do anything to protect their interest. On one hand we have members here talking about how GP is unsustainable and uses month in and month out subbing and unsubbing as a way to circumvent MS from getting revenue and them maximizing their value. And then when MS goes and finally aims to block this we get reverse. No one is actually reading anything directly from MS. They did not go back on their word here. Existing members did not get their prices jacked up. This is not a Netflix level event where old and new had their prices changed. MS officially declared 3 days ago, that that core group of supporters will benefit for the rest of their life as long as they don’t unsubscribe

Game Pass updates announced July 2024​

Starting July 10, 2024, the following updates to Xbox Game Pass will take effect:
  • Price changes will go into effect for new members for Xbox Game Pass Ultimate, Xbox Game Pass Core, and PC Game Pass.
  • Game Pass for Console will no longer be available for new members.
  • Members who are already subscribed to Game Pass for Console and have automatic payment renewal enabled will be able to continue to enjoy their membership.
Also, a new Game Pass option, Xbox Game Pass Standard, will become available in the coming months. These changes will enable us to bring members more value and more great games to Game Pass.
They made their conference and the cod announcement knowing full well that they were going to remove the day one entitlement from the game pass for console tier while upping the price. At the end of every trailer there was "coming day one to game pass". At the very least, it's crafty manipulation.
 
They made their conference and the cod announcement knowing full well that they were going to remove the day one entitlement from the game pass for console tier while upping the price. At the end of every trailer there was "coming day one to game pass". At the very least, it's crafty manipulation.
they did not remove day one entitlement to gamepass for console. They removed the whole sku for purchase. It’s the second bullet point!

If you are already subbed to it prior to July 10, you keep it in perpetuity as long as you don’t unsubscribe.
 
they did not remove day one entitlement to gamepass for console. They removed the whole sku for purchase. It’s the second bullet point!

If you are already subbed to it prior to July 10, you keep it in perpetuity as long as you don’t unsubscribe.
I understand that users who will keep subbing will maintain day games. But for everyone else, the marketing they did is as I said.
 
Reading the many posts here, it’s like MS can’t isn’t allowed to do anything to protect their interest. On one hand we have members here talking about how GP is unsustainable and uses month in and month out subbing and unsubbing as a way to circumvent MS from getting revenue and them maximizing their value. And then when MS goes and finally aims to block this we get reverse.
You're fusing two different aspects here where there isn't one. What we have is two discrete perspectives. Those saying GP wasn't sustainable can take this evidence that they were correct. Those using GP can talk about how it affects them. Unless you have a poster who's arguing both aspects, complaining about raising prices and saying GP is unsustainable, the two are unrelated discussions. And if a poster is saying that, your point should be directed at that poster, not the general populace. ;)

I understand that users who will keep subbing will maintain day games. But for everyone else, the marketing they did is as I said.
Not really. Iroboto's info shows no change, so exactly as said in May, COD is coming to XBox Game Pass. What's they've done is change the availability of XBGP. Main point here is those who sub to XBGP are not going to want to let it lapse - MS have made a move to tie them in. If you let it lapse, you then need a more expensive GPU to get those 'day 1' games. For those who'll sub for a month to play a game like Hellblade, the new price greatly improves MS's revenue from them. It's only rather sucky for future XB buyers who don't get the same XBGP experience.
 
they did not remove day one entitlement to gamepass for console. They removed the whole sku for purchase. It’s the second bullet point!

If you are already subbed to it prior to July 10, you keep it in perpetuity as long as you don’t unsubscribe.
Do they actually state perpetuity or is it only until they need addition revenue to maintain profits? This offering seems similar to what some telecom/internet providers have (auto payments) but later increase the base tier amounts regardless of whether existing or new customers.
 
they did not remove day one entitlement to gamepass for console. They removed the whole sku for purchase.
It is their intention to remove it cuz they'd ideally like people to pay more. Keeping it for people who stay subscribed indefinitely is like their one consolation aspect to not royally piss off everybody completely. But with the fact that you still need to pay another subscription for online gaming, it's still pretty clear the main goal is really to just get everybody on Ultimate if at all possible. I would not be surprised if they remove lower tiers at some point in the future completely or even get rid of the 'consolation' of people staying on with the old subscription/price if they feel there's too many still taking advantage of it for their liking.

And it's not really their 'core' group of subscribers, as Ultimate was already the most popular option for people, making it a price increase for the majority.

Also, 'protecting their interests' is a good way to justify literally any lousy/greedy practice by anybody ever. It's not our fault that Gamepass wasn't a good business plan as originally envisioned, and having to charge more to customers to make it viable is not anything consumers should have to just happily swallow.
 
Those saying GP wasn't sustainable can take this evidence that they were correct
On this point one thing to be cognitive of is that Profit margin and sustainability are very different things. If they want more profit, they can raise prices. If it is not sustainable, they can raise prices. The result is the same, the reasoning can be very different.
Those using GP can talk about how it affects them.
Those using gamepass today has no changes unless they were trying to exploit it. It only affects those for gamepass in the future. Yes, by moving COD to GP, they made a move to block people from subbing and unsubbing a month later.

What they’ve done is close a loop hole. The value offering proposed here by MS allows players to choose between a subscription service or outright purchasing a title. If that loophole continued to exist, then Xbox is not sustainable.

The moves made by Xbox for future players have less value in GP. But in doing so players aren’t forced to funnel into GP anymore. Purchasing games is still within their options if this is what they want, or they can get a lower tier of GP where day one games comes later.

I honestly don’t see an issue here, the previous offering was too good that it funneled everyone there, that would cannabilise too much of their business. Now, they’ve done right to the players that have been subbed with them; and new players can decide between buying titles or game pass which may work out the same for them depending on how much they consume.
 
It is their intention to remove it cuz they'd ideally like people to pay more. Keeping it for people who stay subscribed indefinitely is like their one consolation aspect to not royally piss off everybody completely. But with the fact that you still need to pay another subscription for online gaming, it's still pretty clear the main goal is really to just get everybody on Ultimate if at all possible. I would not be surprised if they remove lower tiers at some point in the future completely or even get rid of the 'consolation' of people staying on with the old subscription/price if they feel there's too many still taking advantage of it for their liking.

And it's not really their 'core' group of subscribers, as Ultimate was already the most popular option for people, making it a price increase for the majority.

Also, 'protecting their interests' is a good way to justify literally any lousy/greedy practice by anybody ever. It's not our fault that Gamepass wasn't a good business plan as originally envisioned, and having to charge more to customers to make it viable is not anything consumers should have to just happily swallow.
That’s entirely perspective. Gamepass is a great service, too much value once the ABK merger occurred, that it overshadowed the other ways to play games on Xbox.

Once again, existing users are not being charged more. They just cannot come and go as they please at the price points that they were on. I don’t know a single fitness Center that has not done lower prices to gain membership and once that core group is sustained, increase prices for newer members and so forth. It rewards the original group for being there by offering them a lower rate as long as they don’t unsubscribe.
 
Do they actually state perpetuity or is it only until they need addition revenue to maintain profits? This offering seems similar to what some telecom/internet providers have (auto payments) but later increase the base tier amounts regardless of whether existing or new customers.
MS did not state in perpetuity. But they did not indicate any changes to existing members and they deprecated a sku for new members. If they did so, then they would be going against their word at the hearings.

If MS want more revenue, they can raise the price on the next group and lock in the existing group. The point is, MS doesn’t want people to unsubscribe. You buy the game outright like before, or you stay subscribed.
 
I understand that users who will keep subbing will maintain day games. But for everyone else, the marketing they did is as I said.
Until game pass standard is announced we don’t know the full story yet. It may yet still come to game pass standard, just not day one.
 
Until game pass standard is announced we don’t know the full story yet. It may yet still come to game pass standard, just not day one.
But standard is already announced.

From the verge: Alongside the Ultimate and PC Game Pass price hikes, Microsoft will also offer a new option of an Xbox Game Pass Standard subscription without day-one titles that will be priced at $14.99 per month for new users to the service.
 
But standard is already announced.

From the verge: Alongside the Ultimate and PC Game Pass price hikes, Microsoft will also offer a new option of an Xbox Game Pass Standard subscription without day-one titles that will be priced at $14.99 per month for new users to the service.
Oh right.

Game pass standard however comes with multiplayer as well however. GPUs biggest differentiator at the time was that it was gold and gamepass and xcloud combined.

gamepass console never came with gold. Game pass standard does. Not exactly a 1-1 comparison.

Quote:
Unlike Xbox Game Pass for Console, online console multiplayer is included with Xbox Game Pass Standard. The Game Pass Standard library includes hundreds of high-quality games.

Xbox Game Pass Standard includes hundreds of high-quality games, online console multiplayer, and select member deals and discounts.

Quote:
In addition to having all the benefits in Game Pass Standard, Xbox Game Pass Ultimate also includes day one titles, specific entries to the Game Pass Ultimate library, access to EA Play, Xbox Cloud Gaming, Perks, Quests, and discounts on games in the Game Pass library.

COD can still come to game pass standard. Just not day one releases. MS wouldn’t be wrong there with marketing.
 
I disagree. The marketing (was) "play day one on gamepass". Still a great deal for people that play and try a lot of games.
Which at the time it was prior to this SKU change. Day one applied to both SKUs. They did not market falsely.

I and would disagree, even if today they said play it day one on gamepass it would still be valid. Game Pass is brand that they are promoting here, but only the ultimate SKU of game pass gets day one releases.
 
Right. Which would reflect in more revenue for MS than just selling those games. But if the sub rate doesn't increase above AB's independent earnings, we can see that's not what happens with subs, to the degree it makes more money than selling games direct.

Yes but what is better for MS the sub rate going up or the copies of the games staying the same ? More to that if someone doesn't perceive the cost of game pass into what they spent into the game due to it being more abstract you could see them buying more dlc content for the games.

I also wouldn't expect in a single release peoples buying habits to drastically change
I'm just wanting to test the business model of subscriptions via the AB acquisition. I think it will provide insight on whether subs generate more or less money from games. Do you think reasoning valid, that if subs generate more money than selling direct. MS's revenue should exceed the combined pre-merger revenue from MS+AB?
This will be tough because cod is on other platforms. So how would we know. We'd have to look at someone that is exclusively on xbox or xbox/ pc at the most
 
Once again, existing users are not being charged more.
Yes, they are. Most users were already Ultimate subscribers as I already pointed out, which price has gone up. And they will be hoping enough other people either lapse or make the shift to Ultimate, which gets them more money. That's the very obvious goal here.

And to straight up deny that prices are going up in general is wildly dishonest. I cannot grasp what in your mind is making you try and defend this other than sheer contrarianism, cuz I'm pretty sure you're not some Xbox fanboy.
 
If they deliver great new AAA titles this thing can survive otherwise it could end up as a dud. Very experimental territory Phil has pushed aggressively into.
 
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