iceberg_is_on_fire
Wearing Lions gear when it wasn't cool
Google Amazon are the competition.
Companies with the cloud/server infrastructures, software experience, user hardware/software, investments and money to leverage and compete beyond console gaming.
those are some of the only companies that could, organically, by nature of their investments, host and provide content on a global level, with enough proliferated user hardware/services to drive user (gaming) subscriptions beyond a gaming console and buy mindshare so you’d have to offer their service on other platforms.
Sony and Nintendo are not vertically integrated enough, beyond producing gaming consoles and software to compete on a non niche level like MSFT is aiming for.
which is gaming accessible on every device, beyond Xbox.
Imagine if, they were able to not only get people to subscribe to gamepass on Xbox, but surface tablets, then eventually, tvs, then if popular enough, fire sticks, rokus, google chromes, iPhones, android etc. much like Netflix is today.
That’s a whole lot of 15.99 game pass subs.
that’s how you get Nadala to spend almost 100 billion on 2 publishers.
just look at his latest interview. Phil signals who the real competition is.
which lines up with the quote from 2 years ago…
Xbox says Nintendo and Sony no longer main rivals - BBC News
Yes, that's why I say Sony and Nintendo compete with Xbox. Google and Amazon competes with Microsoft. Microsoft pulled up and entered gaming Tuesday.