Only Xbox, the games console, is having a bad time, the publishing part is doing great with movie licenses, and all the studios that belong to Microsoft, regardless where they sell their games.
It's like the entire company is only satisfied with being #1.
The whole thing is very confused and lacks consistency. The latest rumours are they are going to break up its Game Pass subscription offering so there are different subscriptions for multiplayer, cloud, games, etc. Isn't that the opposite of an effective subscription strategy?
Steam just sits back and takes money, for the most part. The hardware/software/advertising spend is probably a drop in the bucket compared to MS.
so they switch course midway to focus at AI
I’m sure if they are forced to (legally or otherwise) they can find a solution, but it would be a thorny thing to split.
The architectural differences that made a console more compelling than a standalone PC are largely gone. (Nintendo is a bit of an exception here, but they were always playing a different market than Sony and MS anyway)
This means it's harder and harder to say "here's a unique experience you only get on Xbox" (or Playstation for that matter)
The price advantage is going away fast, especially with talk that next-gen consoles will top USD 1000.
All they have left is their prestige first-party products, which they don't seem to really know how to use effectively. Some of them have solid cultural penetration, and could spawn broader media franchises with the right handling.
No, the main driver is still there. People do not want to build and maintain PCs. Your 14-year-old nephew doesn't want to do it, either. People want to turn on a box and play a game. I am technical and I want absolutely nothing to do with maintaining a PC. I'll take the console experience every single time.
> This means it's harder and harder to say "here's a unique experience you only get on Xbox" (or Playstation for that matter)
That’s also been the case for a very long time. That’s why they sign deals for exclusives.
On the other hand it seems to work for Nintendo which keeps their consoles intentionally underpowered and don’t try to compete with the AAA game expectations with the majority of their titles.
Look at all the amazing stuff in the indie space. Let your developers go wild and make neat games that don’t cost $200 billion each.
You could have so many test exclusives like the more fun and experimental stuff we had in the PS1/2 era.
You don’t have to give up the big games. Just don’t focus entirely on them.
Same problem movie studios have. They chase the “sure things” and just pump more money in to be “more sure”. It’s all more fragile than ever.
My take is that almost nobody has a standalone PC anymore, especially kids. Kids these days all start with iPads, them maybe they move up to Macbooks once they get to high school or college. Other than the local LLM fanatics I see here on HN, I have no idea who's buying those PC towers anymore, they seem like fringe relics from the past century.
You're out of touch.
Step outside an echo chamber and you'll see that in most countries, including East Asia and the Middle East, if you take a walk around any big mall, you don't see kids pestering their parents to buy them a PC. They ask for a PlayStation or an Xbox or a "Nintendo" (yep that's what people still call the Switch)
In conbinis, there are Xbox and PlayStation gift cards hanging from the shelves, in the local currency.
There are accessories for PS/Xbox/Switch everywhere, more than PC gaming accessories.
And it's not because the PC stuff gets sold out while the consy stuff gathers cobwebs: If that was the case the consoles would stop getting restocked after a few months, but they keep stocking newer stuff. Meanwhile I have to hunt around and specifically request for Razer or Mad Catz or other PC-specific brands.
> The architectural differences that made a console more compelling than a standalone PC are largely gone.
If you go hang out at someone's home, nobody says "Let's go to my bedroom desk and play something on the PC", no they crash on the couch and turn on the TV and fire up FIFA or some other normie shit.
Sure, there are advantages to using a keyboard+mouse in a FPS game but it’s a much different gaming experience than a handheld controller.
But I don't get why HN is randomly shadowbanning half my comments and not the other half! This one wasn't shadowbanned.
I will never forgive Microsoft for killing SideWinder.
This is still the case in the U.S. for the most part. The point is moreso that barrier to entry is lowering. The SteamDeck is a PC/console and a good example of a possible trend in that direction.
Hell I saw PlayStations in barbershops in Vietnam! There's no way you'd see a PC in those environments.
The Steam Deck certainly reduces the gap, but I've yet to see it penetrate "normie" social circles, and it's still rare in random gaming shops compared to console stuff. Have Valve released their OS for other handheld manufacturers to use? That's probably the only way to end Windows' dominance and improve the coolness factor of "PC" gaming.
Part of the sales pitch is you need more than just a torrent client to pirate.
Now in the world of AI I think this moat is evaporating. Hypervisor exploits are dropping like rain and determined individuals can vibe code a reasonably performant emulator in a couple of weeks.
In that world the only reasonable edge you have left is high prestige exclusives and merchandising/physical sales.
Nintendo has this cornered, one of the few companies who can pull off a rabid fan base buying a console they already own because this time there’s a triforce on it.
Meanwhile Sony and Microsoft are diluting their own IP and going full digital. Writing is on the wall if you ask me.
They’re gaming appliances and that will still be a huge draw.
PS: Sony gave up PC publishing, so that argument no longer holds. It was a dumb move as you said.
But it is similar to Fallout in that it was able to break out of its universe. Andor is enjoyable even if one hates Star Wars; Fallout is enjoyable even if you dislike gaming.
"[Netflix] recently made an offer to exclusively license Xbox titles from Microsoft for film and TV adaptations: $500 million for seven years."
Source: https://puck.news/newsletter_content/what-im-hearing-the-pet... (full text shows in reading mode)
For 12 years of rights.
Unfortunately, the right hands potentially no longer exist. The current generation seems largely unable to produce good things, with few exceptions (notably Andor)
Babylon 5 demonstrated that you can keep absolutely everything else crappy (effects, costumes, heck acting and even cinematography), so long as you're good at conversations in rooms.
(I even like some kids' shows too, like Tales of Arcadia and Miraculous Ladybug, just for having consistent tech/magic systems... also Daniel Spellbound)
I know of some much older shows with incredibly huge lore, like Star Trek and Stargate, and I do love reading about them, but I'm still struggling to get started with any of their shows/movies themselves, they feel a bit dry.
Fallout is great example of a subset of their IP making a huge turnaround. Halo is not.
To sell all the IP at once is grave mistake. They would easily make more on separate deals. Netflix not taking it all at 800m seems like a mistake.