Sethbacca
Member
On the one hand you're not wrong, but if you're not selling games to this population then they might as well not exist.
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[Xbox] Next 100 Days: XBOX Reset
- Thread starter Topher
- Start date
Please be joking.
Alan Wake
Member
72 billion hours!!!
MonkD
Member
How is exclusives going to save them with the current hardware prices?
Their analysts must've been aware how little impact their games had on the their own store, compared to how much they could make on Playstation and Switch. Did it not realize with their last couple of games? Halo is doing really well with pre-orders. And they really threw out the Gears port for this new strategy. Hope it paysoff now that they have the looming layoffs.
I do think Halo's performance outside of Xbox will be dictating a lot of what will happen going forward. And I'm guessing Phil was banking on their games doing well on Playstation. But I also have a hard time seeing Asha changing direction regardless of what the numbers are saying. I've almost never seen someone go back on their strategy when they've been so adamant about making changes. She'll either correct the ship or fill it with water before taking off.
Their analysts must've been aware how little impact their games had on the their own store, compared to how much they could make on Playstation and Switch. Did it not realize with their last couple of games? Halo is doing really well with pre-orders. And they really threw out the Gears port for this new strategy. Hope it paysoff now that they have the looming layoffs.
I do think Halo's performance outside of Xbox will be dictating a lot of what will happen going forward. And I'm guessing Phil was banking on their games doing well on Playstation. But I also have a hard time seeing Asha changing direction regardless of what the numbers are saying. I've almost never seen someone go back on their strategy when they've been so adamant about making changes. She'll either correct the ship or fill it with water before taking off.
HeisenbergFX4
Gold Member
I will be 100% honest I have zero clue about the whole radical new business model but have a feeling it revolves around the cloud
Hyper_hyper
Member
Barely 30 million. But 35...LOL
If they are sending out beta kits next year its unlikely they'll be able to launch in nov 2027.
Just reading her comments, absolute chaos, they don't know what they are delivering. "Just learning".....seems to be prepping userbase for eventually "Hey guys, memory is really expensive right now we are going to delay launch until market conditions improve...."
DenchDeckard
Moderated wildly
Completely agree, I actually think Asha might as well come out and say "listen, community....If you really love a game I would say theres nothing better but to buy it and show your support but by all means, if you are not 100% sure on some games and want a great service, try gamepass."
Word it better perhaps, but I think being open and honest in that way could work. Then, individuals can support what they love day one and that might start invigorating sales. Thats how I treat the xbox platform and gamepass anyway.
30 million then, like it really matters, its still a shit load of sales and by far from the worst we have seen in the console space over the years.
Men_in_Boxes
Snake Oil Salesman
wow so you're not even convinced they ship Nov 2027.
I just assumed the ship date is confirmed.
DeltaPolarBear
Member
I am sure the date is written down. Bit what with the leadership changes and all the old plans being thrown out, i am not sure anything is set in stone. Hell it feels like the entire Xbox division could be shut down at any random Tuesday. The people who originally proposed the Helix no longer work there, as it were.
viveks86
Member
That was the exact same pattern for series s/x. Beta kits early 2020 for a holiday launch.
Every Windows PC that powered up and logged into "xbox"....
MisterXDTV
Member
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Just going on the leaked roadmap from 2022, what are the chances MS are running a year ahead of schedule, versus running behind?
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Barely outselling og xbox and perhaps half the sales of xbox one? Seems like biggest hardware sales failure since wii u?
OmegaSupreme
advanced basic bitch
Why is this kind of shit made public? Do they really think this helps?
MisterXDTV
Member
Half the sales of Xbox one with a much cheaper SKU available since Day 1, so cut that number in half for a apple to apple comparision
Series S equivalent didn't exist in the previous generation
It's one of the worst failures ever
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DenchDeckard
Moderated wildly
Yeah deffo. Series x is Wii u vibes to a T
the heck, they were targeting 2029.Just going on the leaked roadmap from 2022, what are the chances MS are running a year ahead of schedule, versus running behind?
ExtendEmbraceExtinguish
Member
As I stated before Xbox biggest problem is hardware costs; oem is coming.
Xbox is in a position to obtain more acquisitions as if we didn't already know that is their plan. Layoffs are inevitable if your goal is a giant gaming software company that can feed off of pc/console/mobile and cloud.
Xbox is in a position to obtain more acquisitions as if we didn't already know that is their plan. Layoffs are inevitable if your goal is a giant gaming software company that can feed off of pc/console/mobile and cloud.
LordCBH
Member
And it turns out the only company Xbox spent out of business is very likely to be…Xbox.
Didn't realise the 2022 leak included sales mix of S vs X...Just crazy they thought a high end unit would succeed next gen.
I read that as late calendar year 2028.
I dont think the ordering of the top row is coincidental, from the roadmap leak.
right.
LavitzSlambert
Member
All that Microsoft stack technical debt and outsourcing is finally showing up as real costs affecting operations and profitability. "Moving fast" is not going to help this, it will only destabilize further unless they are planning to completely blow up entire subdivisions.
They seem to want to go toward Google's model with Android. One vanilla "master" version and OEM flavors to compete in the different market segments, because it's too large a task to handle alone by the core business. This also allows them to pass the burden of cost of NAND to be other's problem as prices remain high and rise further.
The words she is using are precise for a reason. There are going to be layoffs, team restructures, and major shortcuts that are not going to go over well for the employees (and probably their vendors/consultants too). It also means everything major is decided and they are enacting it. You don't "figure things out", this was already discussed before she took this job.
Renewed interest in xCloud streaming or another Game Pass push? Perhaps. Microsoft is sucking up as much hardware as they can and need plans to utilize those data centers once people realize the true cost of AI API usage. Whatever they decide, the point is they can't compete without a competitive console, they can't sell a capable console at a competitive price without volume, and they can't even achieve volume of production under the current NAND cost constraints.
That means success is not measured by Xbox hardware sales, despite this new "exclusivity" push. I suspect part of this new business model means Game Pass or xCloud exclusives, while maintaining hardware independence. AKA "multiplatform" releases you can only play the way Microsoft chooses. They will try it, at least.
SEGAvangelist
Member
Sounds like someone who would just do nothing while the dev teams he was supervising probably played around at home during Covid.
Hyper_hyper
Member
It does matter. Few millions consoles more can mean mores subs, game copies sold or not to publish Gears E Day on PS5
Taur007
Member
Gotta cut Phil's fat
imagine having "over 1 billion players that choose to play XBOX and our games each year" and not knowing how to make money from them, .... Buying up half the industry only to put out employees out of misery and jobs while writing a mail stating you are REVIVING xbox, by taking gears of war as an exclusive to see how it will sell to your billion of players (its gonna flop so hard) Who in his right mind will still invest in this brand? I predict gamepass will be killed, many people loose their job and they go full 3th party. Everything reads as an excuse. not a single hair on my body trusts them.
panda-zebra
Member
Or more fitting... Ashatt?
Topher
Identifies as young
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
First Shohei Yoshida, then her own co-worker Matt, and now Shawn Layden. Are people noticing what's going on with other Gaming Execs when it comes to Asha's public profile?
PauloRoberto
Member
W8 a tick, Matt is not a co-work, but a subordinate, since at least officially... she is Xbox CEO.
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
That's even worse then.
He shouldn't have retweeted what he did if he's her subordinate.
simpatico
Gold Member
This is what people don't realize because it hasn't shown up in retail yet, but there was another HUGE hike just a few weeks ago. The project I'm working on at my job is in crisis mode because of it. We had a really tight BOM to begin with and now it's just a non-starter. People are looking in weird places for vendors. It's crazy. There's a real sense of desperation in the electronic B2B world right now. A lot of companies are running in the red on blind faith that it will get better. If it doesn't soon, it will be a bloodbath the likes of which I've never seen.
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SEGAvangelist
Member
If their answer is Stadia, they're screwed. Their current cloud solution is crap, and they must know this.
HerjansEagleFeeder
Member
PauloRoberto
Member
Of course not. In any serious company, this could (and WOULD) lead to termination, this is public insubordination 101. But xbox management is so in shambles that they will ignore that.That's even worse then.
He shouldn't have retweeted what he did if he's her subordinate.
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NickFire
Member
Something is absolutely happening that the most passionate will not like hearing. Possible just layoffs and closures. But probably something more significant to consumers. No company of this size will suddenly start talking shit about its business health and make statements like those you quoted if they aren't trying to get ahead of bad news.
Bridges
Member
When they come out and call out the last several years of inadequacy it's obviously accurate, but did no one internally realize this was going to happen?
Raise price on hardware, raise price on services, give all exclusive content to competition, never provide hardware updates to existing customers, cancel high profile in-development projects that are a half decade plus in the making... No one in the C-Suite of Xbox or Microsoft thought "this is going to sink us?" I just find that level of incompetence hard to believe. Not only that, but to do all of that and expect to sell hardware just a few years after?
I believe Asha came in and immediately saw that everything is on fire and has been for a long time. I appreciate that she's been given what appears to be at least a slightly longer leash than Phil to turn it around. But, Xbox has been struggling for over a decade now but they weren't irredeemably off course, how did they allow it to get so existentially bad in just 4 years?
Raise price on hardware, raise price on services, give all exclusive content to competition, never provide hardware updates to existing customers, cancel high profile in-development projects that are a half decade plus in the making... No one in the C-Suite of Xbox or Microsoft thought "this is going to sink us?" I just find that level of incompetence hard to believe. Not only that, but to do all of that and expect to sell hardware just a few years after?
I believe Asha came in and immediately saw that everything is on fire and has been for a long time. I appreciate that she's been given what appears to be at least a slightly longer leash than Phil to turn it around. But, Xbox has been struggling for over a decade now but they weren't irredeemably off course, how did they allow it to get so existentially bad in just 4 years?
Fortuneelsewhere
Member
It begs the question.. Is this memo another woke slop?
LavitzSlambert
Member
The problem is that the longer this goes on, and the more committed to future DC expansion the big tech companies are, the worse prices will get in the near term. You can't setup a new fab overnight and the manufacturers have stated they're not interested in oversupply. If the forecasts hold true all of next year and into 2028, coupled with the cost of energy inflation, it's not only the shortage but also general inflation that will take hold.
We are seeing the cumulative effects of instability showing up in pricing. It's impossible to plan accurately in an environment like this. It's a major reason why I don't see a bright future for Xbox unless Microsoft completely abandons near-term profitability or there is some black swan mega hit exclusive comes along to save them. Xbox needs a Halo more than ever.
Finally someone is asking the real questions.
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
Another price hike has to be coming later this year or early next year, then. Given what they are saying. And with all this, many on GAF and Twitter still think these increased console costs are due to greed.
There's no way to reply to your comment that will actually fully explain just how ON POINT the bolded statement is. MS and Asha have come out explicitely had said that the Xbox business is pure trash. They are trying to tell their games and investors that BIG changes are coming because right now, the trash needs to be taken out to the garbage bin.
People 6-12 months from now will act shocked when the big changes are executed, but this is them trying to warn everyone now.