Spencer said in no uncertain terms that Microsoft could exit the gaming business if this projection became reality. Microsoft needs the light green and blue segments (PC and cloud) to get much larger and much faster by fiscal year 2027, or it could opt out of the business altogether.
I do not believe that that is what the future Xbox business would look like. This is a presentation from our devices organization to the gaming leadership team, so this is the view from the team that is chartered with building our hardware on what the future business would look like.
I can fairly safely say that if we do not make more progress than this off of console, we would exit the gaming business. If this were the outcome, we would – I don’t believe we’d still be in the business.
A majority of our customers are found off of our own hardware, I would hope by earlier than 2030. So, when you asked me if I agreed with this chart that the light green and blue depending on what colors you see there would have to be much larger much earlier. I would say by FY26, '27 that we should be in that position, or we’d have to make a different decision with the business.
I get where you’re coming from, but I don’t mind rentals if they are what you are intending. I miss being able to try out a game for a few days for a few bucks from renting it.
I don’t care for it in streaming, though, as when it’s a perpetual subscription I feel much more obligated to play the subscription games than those I’ve traditionally purchased to get my money’s worth. I like playing things when I feel like it. It doesn’t help that each time I’ve tried using Game Pass it’s taken hours to get it properly working and the games to function
See the latest console they want to make “streaming hybrid” focused? Sounds like the series x is the last console I’ll be getting for a while