Xbox Game Pass: Why Microsoft, Playrix, and Google aren’t going to stop making Game Pass. Is Microsoft ready to go?
Microsoft believed a acquisition would cause more people to subscribe to Xbox Game Pass. Spencer said in his pitch that the global appeal of the Nintendo game would help reach new audiences around the world, especially in Asia. The value of game transactions would be offered by the company.
In the November 2020 email, Spencer stated that they believed that Sega had built a well-balanced portfolio of games with global appeal, and that would help them accelerate Xbox Game Pass.
Hitman developer IO Interactive was also on the “final watchlist” in 2021, alongside mobile companies like Thunderful, Supergiant Games, Niantic, Playrix, and Zynga. Microsoft was in talks to acquire a company before it decided to pursue its mobile ambitions, which resulted in the acquisition of Take-Two. It is not known if Microsoft had any talks with the other companies.
According to Booty, Microsoft will spend $2 billion or $3 billion in 2020 to avoid competitors getting ahead in content, because it will be out of business if Sony isn’t gone.
In the games, Google is at least four years away from having a studio up and running. Amazon has shown no ability to execute on game content. The catalog that runs on current devices and ability to create new is one of the main moats that we have. Sony is really the only other player who could compete with Game Pass and we have a 2 year and 10 million subs lead.
Comment on ”On the phenomenology of day and date” by J.S. Booty on Xbox Game Pass”
The email is part of a thread discussing Xbox Game Pass, with the rest of the chain redacted. But it looks like Microsoft was considering reversing the idea of day and date releases of its own games on Xbox Game Pass in 2019 — something Booty wasn’t happy about. He said that it would be difficult to convince people that things like xCloud have a chance, if we reverse course on day and date.