Xbox Business Update Podcast | Xbox Everywhere Direction Discussion

[see colon]

Unfortunately this is solely because of the Activision acquisition.

Yeah I'm sure the shareholders are pissed that they are seeing such an immediate return on that investment.

 

[Shifty Geezer]

Yeah I'm sure the shareholders are pissed that they are seeing such an immediate return on that investment.

You misunderstand. This isn't about shareholders or whether it was a good idea or not - it's about understanding how the XBox operations are doing. Because of the AB acquisition, activities in the XB division are obfuscated. However, since rntongo's post, we had a little breakdown that broke out the AB as 53%, revealing the 8% increase in other XB operations on which rntonga followed up.

 

[BoardBonobo]

I think MS needs to move quickly on the handheld market with a proper, game\power friendly, supporting OS otherwise it is very likely that SteamOS will eat their lunch. And if SteamOS takes the handheld market but can also be installed on desktop PCs then it is highly likely that will start to cannabelise Windows gaming segment. After all who deosn't want an OS that is bloat free, secure, power friendly, performant, and makes your game ownership universal.

 

[fehu]

On pc there's already steam,. Who would want to install another os, or add a vm, just to play the same games, but with wine that emulates windows?
And an open platform os is the gate to driver's hell and compatibility/performance problems.
That front is secured for ms for a lot of years.

 

[Cyan]

“53 points of net impact from the Activision acquisition,”

Does that mean 8% growth from elsewhere?

that seems correct, the news can be misleading because there is growth but this news is old and that 60% something increase includes the data comparison from the ABK acquisition compared to how Xbox fared without the ABK deal.

 

[Cyan]

On pc there's already steam,. Who would want to install another os, or add a vm, just to play the same games, but with wine that emulates windows?
And an open platform os is the gate to driver's hell and compatibility/performance problems.
That front is secured for ms for a lot of years.

that's true. I think though that Valve is a very respectable opponent, not to be undervalued. People didn't believe in Steam when it was released... nowadays I calculate it's more profitable than the Playstation and Xbox division.