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Like that article states, Gamepass affords MSFT with more options for revenue from so many sources. PC, Android, IOS and of course Xbox. This may prove incredibly good for gamers as MSFT might be more willing to fund gaming projects since they know it'll have reach across many platforms. For Sony, its not so simple as they have to rely on console sales more to see major revenue from their platform, although I know they have dipped a toe into the PC space so there's room for growth.

The thing is Sony needs to get more innovative in the services area. This is something they have struggled with from the outset of digital integration. Their PSN service was miles behind that of then Xbox Live and had to copy core features. They jumped on game streaming before it was a viable option to top tier gaming. And now find themselves looking for a response to another MSFT service. Sony is second to none in hardware development and innovation, its allowed them to win almost every battle. But without innovation in services they could very well lose the war.
 
They have zero chance matching price.

Some of those games will also be on PlayStation.

The other "not so" exclusives you mentioned pale in comparison to PlayStation's offerings.
Game Pass is the exclusive. If you believe that customers are so price elastic that $50 off of hardware and a pack-in game would make a dent in sales, what do you think walking out of a store with next gen hardware and new AAA games with no money down will do?
 
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That defeated spin gets Xbox nowhere.

Sales,popularity and exclusives run this b****.
They run you. Speak only for yourself.

Accessibility and convenience run these markets. Cost is a significant aspect of accessibility. The reason for the projected massive growth in gaming is due to how technology and subscriptions will transform it like they have music and movies. I've yet to see any research or data to contradict it.
 
One thing I've been thinking is that Gamepass will significantly decrease used physical game sales, one of the methods I use to recoup my costs for my games so that's a bummer if gaming trend goes towards that direction. I think we are still a ways off from that though at least for the first half of this gen and maybe even all of this gen. When more people are buying the digital version of consoles then maybe we'll see a big shift then.
 
One thing I've been thinking is that Gamepass will significantly decrease used physical game sales, one of the methods I use to recoup my costs for my games so that's a bummer if gaming trend goes towards that direction. I think we are still a ways off from that though at least for the first half of this gen and maybe even all of this gen. When more people are buying the digital version of consoles then maybe we'll see a big shift then.
That market is dying with or without Game Pass. The trend has been towards digital all last gen and has accelerated due to the pandemic. Physical will be around in some form but it's likely not going to be big enough to sustain the used game market much longer.
 
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That market is dying with or without Game Pass. The trend has been towards digital all last gen and has accelerated due to the pandemic. Physical will be around in some form but it's likely not going to be big enough to sustain the used game market much longer.

True but GP will accelerate the console digital adoption rate quicker IMO. Subscribers have another reason to not buy physical.

Trend is definitely shifting towards digital. I don't remember the last time I bought a physical PC game.
 
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Who knows? Who cares?
I'll answer number 2.
The consumer cares(xb history) and chooses PlayStation.

Most if not all of the upcoming Zenimax games will also be on PS.
We won't see Zenimax games only on the XB ecosystem for a long time.
When/if non PS ZM games do come... I don't see them being better than what Sony makes for it's PS consoles anyway, just saying.

Bookmark this
Almost ZERO Microsoft's Xbox Zenimax games are coming to PS. Only two, Ghostwire and Deathloop. The rest are Xbox exclusive. Confirmed by Phil Spencer and Microsoft. Microsoft releases first party games on the Xbox ecosystem. Xbox, Microsoft Windows PC, xCloud and Game Pass.
 
True but GP will accelerate the console digital adoption rate quicker IMO. Subscribers have another reason to not buy physical.

Trend is definitely shifting towards digital. I don't remember the last time I bought a physical PC game.
Yes won't argue that. Subscriptions will speed adoption of digital in general.
 
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Can I buy yours?
the wire no GIF
 
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I want to throw my stake into this by just saying:

PC HAS THE MOST EXCLUSIVES AND THE MOST GAMES!
PC GAME SALES & HARDWARE SALES >>>>>>>>> PS5/XboxSx/PS4/etc...every console ever made!
CHANGE MY MIND!



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aoNz7x0_700b.jpg
Worldwide PC is bigger than console and growing fast while console has stagnated. The market is more important to Microsoft long term than console. I'd argue that it's important to Sony too but they have to tiptoe into it due to the enthusiasts. Even though I'm a console guy, the data backs you up.
 
I want to throw my stake into this by just saying:

PC HAS THE MOST EXCLUSIVES AND THE MOST GAMES!
PC GAME SALES & HARDWARE SALES >>>>>>>>> PS5/XboxSx/PS4/etc...every console ever made!
CHANGE MY MIND!



h0bi9fz2rb641.jpg


aoNz7x0_700b.jpg


1e380180160bbd47d68503deeac8e010.jpg

Why I play my PS5 for its quality exclusives and mostly everything else competitive on my gaming PC, even better for me now since MS has gone PC with all its exclusives. The odd story multiplatform I'll play on my PS5 for the TV/couch experience.
 
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As an aside, market is huge and getting much bigger. Hardware will not be walls to ecosystems in the near future for anyone...and that will include Sony. Gaming is not a winner take all. Being in first won't mean much except to investors. Back in the traditional console gaming space, it was winner take all...or at least winner take most. Bigger your lead, more exclusives you'd get, which would help grow the lead...and get more exclusives. It was a snowball.

Metrics for AAA gaming are different. It's about engagement. Exposure. Mindshare. Exclusives to plastic will have very little impact on overall gaming revenue in a few years. When there's thousands of developers and those developers have exponentially better tools so that Indies are now making games with AAA visuals...exclusive games won't be moving platforms unless they're in that CoD, GTA, FIFA stratosphere.

Market is heading towards subscriptions. Sony is waiting for the water to be warm to jump in. Once the market is established, people will have multiple subs. Extensive research shows that when consumers get used to using a subscription in one segment, they'll subscribe to multiple. Eventually consumers will be able to be in multiple ecosystems with no console. Sony is allowing Microsoft to do the dirty work to establish the market and will come in with more aggressive Day 1 games when it looks like it's mainstream. Think the Disney strategy.

I don't think Sony is in any sort of trouble unless you believe them being #1 in revenue is important to you. Based on the Colin Mariarty rant last week, leading in sales seems to be very important to PlayStation nation and their pride in their gaming platform. Time to let that go and just enjoy the games.
 
I don't think Sony is in any sort of trouble unless you believe them being #1 in revenue is important to you. Based on the Colin Mariarty rant last week, leading in sales seems to be very important to PlayStation nation and their pride in their gaming platform. Time to let that go and just enjoy the games.
Fanboys you mean. Who cares what is important to fanboys?

Honestly just sounds like a way to say one sides fanboys are so much worse.
 
As an aside, market is huge and getting much bigger. Hardware will not be walls to ecosystems in the near future for anyone...and that will include Sony. Gaming is not a winner take all. Being in first won't mean much except to investors. Back in the traditional console gaming space, it was winner take all...or at least winner take most. Bigger your lead, more exclusives you'd get, which would help grow the lead...and get more exclusives. It was a snowball.

Metrics for AAA gaming are different. It's about engagement. Exposure. Mindshare. Exclusives to plastic will have very little impact on overall gaming revenue in a few years. When there's thousands of developers and those developers have exponentially better tools so that Indies are now making games with AAA visuals...exclusive games won't be moving platforms unless they're in that CoD, GTA, FIFA stratosphere.

Market is heading towards subscriptions. Sony is waiting for the water to be warm to jump in. Once the market is established, people will have multiple subs. Extensive research shows that when consumers get used to using a subscription in one segment, they'll subscribe to multiple. Eventually consumers will be able to be in multiple ecosystems with no console. Sony is allowing Microsoft to do the dirty work to establish the market and will come in with more aggressive Day 1 games when it looks like it's mainstream. Think the Disney strategy.

I don't think Sony is in any sort of trouble unless you believe them being #1 in revenue is important to you. Based on the Colin Mariarty rant last week, leading in sales seems to be very important to PlayStation nation and their pride in their gaming platform. Time to let that go and just enjoy the games.
Colin's rant was based on wanting clicks and taking too much stock in the concern trolling on forums, just a day or two after his "rant" it was announced that even with a pandemic and shortages PS5 holds a record for unit and dollar sales in the US for the first 5 months, imagine if there wasn't a shortage? People are bored and want s*** to talk about because there is a bit of a lull right now.

I see no evidence that gaming subscription services can work like they do for netflix or a movie streaming service. Most of those streaming services focus on movies that had a theatrical run and made hundreds of millions (some billions) of dollars before coming to the streaming platform. All of the money that comes from streaming is basically a bonus, it's pretty much the same as someone paying for a premium cable channel they just stream it instead of it coming through a satellite signal or cable box. Games starting on a subscription service may be ok for indie games or AA games but AAA will suffer big time, the more games you release the deeper in the hole you get, you'll never get enough subscribers to make up a couple of $100-$200 million dollar games a year in addition to all of the 3rd party stuff that you have to pay for as well as just running the service.

Netflix has over 200 million paid subs who pay on average $4.00 more per month than people pay for GP and it is barely starting to make money while still drowning in debt and Disney+ has 100 million subs and doesn't make much money yet at all, their prices are bound to keep going up and they also own all of the content on their platform so that will keep a lot of costs down. Xbox will never have enough first party content to be able to stop paying 3rd parties for their games to appear on the platform. Right now they have 18 million subs combined through console and PC, they will need to get that service on any device that will have it and raise the price to make it viable long term. It also doesn't help that it takes a lot longer to make a game than it does a season of an original tv show that those two streaming platforms offer, stranger things, ozark and a bunch of other shows have all been filmed and aired 3 or more seasons in less time than Halo infinite has been in development.
 
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Colin's rant was based on wanting clicks and taking too much stock in the concern trolling on forums, just a day or two after his "rant" it was announced that even with a pandemic and shortages PS5 holds a record for unit and dollar sales in the US for the first 5 months, imagine if there wasn't a shortage? People are bored and want s*** to talk about because there is a bit of a lull right now.

I see no evidence that gaming subscription services can work like they do for netflix or a movie streaming service. Most of those streaming services focus on movies that had a theatrical run and made hundreds of millions (some billions) of dollars before coming to the streaming platform. All of the money that comes from streaming is basically a bonus, it's pretty much the same as someone paying for a premium cable channel they just stream it instead of it coming through a satellite signal or cable box. Games starting on a subscription service may be ok for indie games or AA games but AAA will suffer big time, the more games you release the deeper in the hole you get, you'll never get enough subscribers to make up a couple of $100-$200 million dollar games a year in addition to all of the 3rd party stuff that you have to pay for as well as just running the service.

Netflix has over 200 million paid subs who pay on average $4.00 more per month than people pay for GP and it is barely starting to make money while still drowning in debt and Disney+ has 100 million subs and doesn't make much money yet at all, their prices are bound to keep going up and they also own all of the content on their platform so that will keep a lot of costs down. Xbox will never have enough first party content to be able to stop paying 3rd parties for their games to appear on the platform. Right now they have 18 million subs combined through console and PC, they will need to get that service on any device that will have it and raise the price to make it viable long term. It also doesn't help that it takes a lot longer to make a game than it does a season of an original tv show that those two streaming platforms offer.
Making a lot of assumptions and false equivalencies. Where Game Pass relates to Netflix is as a market disrupting, paradigm shifting way for consumers to engage in content. Netflix doesn't own the servers. TV doesn't have nearly the same monetization opportunities as gaming once an IP has established mass market appeal. There isn't the opportunity to sell additional content within the ecosystem for Netflix....yet they are still valued at a quarter of a trillion market cap in spite of that. Amazon didn't make money for a long time too. With growth products, they take a bath up front knowing that once they reach scale, the profits wipe out the debt pretty quick.

Scale off-sets margin. AAA games drive people to platforms. Lowering quality of those types of games doesn't make sense and goes against the facts today. Every AAA team at Microsoft and Bethesda is increasing size and budget.

18 million subs don't exist in a vacuum. It's one point on the trend line. Currently the trend line is ahead of schedule. They are pacing to be at 50 million subs by the end of 2022. At that point, it will have reached mainstream mindshare. Hence why I say 2022 is when the tipping point of mindshare will skew heavily towards Microsoft's gaming solutions if Sony continues to be conservative.
 
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Making a lot of assumptions and false equivalencies. Where Game Pass relates to Netflix is as a market disrupting, paradigm shifting way for consumers to engage in content. Netflix doesn't own the servers. TV doesn't have nearly the same monetization opportunities as gaming once an IP has established mass market appeal. There isn't the opportunity to sell additional content within the ecosystem for Netflix....yet they are still valued at a quarter of a trillion market cap in spite of that. Amazon didn't make money for a long time too. With growth products, they take a bath up front knowing that once they reach scale, the profits wipe out the debt pretty quick.

Scale off-sets margin. AAA games drive people to platforms. Lowering quality of those types of games doesn't make sense and goes against the facts today. Every AAA team at Microsoft and Bethesda is increasing size and budget.

18 million subs don't exist in a vacuum. It's one point on the trend line. Currently the trend line is ahead of schedule. They are pacing to be at 50 million subs by the end of 2022. At that point, it will have reached mainstream mindshare. Hence why I say 2022 is when the tipping point of mindshare will skew heavily towards Microsoft's gaming solutions if Sony continues to be conservative.
You know I don't really disagree with any of this but I do know you were talking up Microsoft's direction and poopooing Sony's in a very similar way at the early parts of the last gen too. So its a bit hard to take seriously.
 
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