I've been marinating over this some more over the last few days.
Being a Microsoft Professional I've seen Microsoft shift overall in the last few years. They have been setting them selves up for many years now to become the global force in productivity by merging all there services into fee based subscriptions and cloud offerings. Instead of offering licensed based software installation models, they now offer everything in the cloud with subscription based services. Office, Windows, SQL, Active Directory, Lync are all applications they have now migrated to the office 365 packages. Now some of the offerings that are coming out of these cloud services are absolutely amazing, Power Apps, Graph APIs, AI, Azure tools. This is truly a movement to the most powerful cloud initiatives the world has ever seen. All business around the world are jumping on board of Microsofts services due to the power that all these tools can offer at the simple click of a button. Its an amazing platform that's evolving if you truly get into the weeds of it all..
So now this big acquisition. I think we can all see the push to providing the same Software as A service models that Microsoft are using for their business and consumer offerings are being applied to the Xbox game services. They have the productivity services, now its time to build the Entertainment Services. Now what if this 7.5 billion dollars wasn't just about IP and Developers. What if Zenimax/Bethesda have some technology that can benefit Microsoft SaaS. What if Microsoft start implementing gaming technologies into there Office products? What f the vision is so much bigger than just games exclusivity. What if Microsoft are trying to deploy a huge cloud Video Game Service that's not just aimed at the players. A full suite of Video Game Services. Encapsulating the Concept, to proof of concept, to Engine building deployment, marketing to publishing, to playing to consuming, to esports, to content creation, all in one platform. Based off the other directions and decisions made by Microsoft, this is definitely possible.
I see Gamepass as Microsoft' first step into this Video Games as a Service model, but if you see the direction the company has been taking in the last 10 years, you would know that the Video Games as a service doesn't just stop at the consumer level. Microsoft CEO Nadella probably doesn't just envision the Microsoft Xbox Games Unit as a separate entity, especially if he throws 7.5 bill into a deal. He sees this as viable unit inside the Microsoft offerings that can provide value across the entire suite of Microsoft services, not just in a silo business Unit that's off doing its own thing. I can imagine Xbox services being implemented into the office platforms. Imagine a wellbeing service app in Teams that monitors how long you have been working for and throws you a Level of Doom for 15 minutes to force you to take a break. Meetings where all participants are interacting in a Fallout abandoned warehouse, the possibilities here are endless.
I seriously think we need to watch this space over the next few years. Whether some games end up exclusive or not, I don't think that's really the concern of Microsoft at this stage. I think they are trying to create something that none of us really understand yet. They have always done this with all their products. You always wonder why they approach a certain decision in the manner that they do until suddenly you realize that they were trying to take over the whole market with an entirely different approach all along. I think this 7.5 billion purchase is important to something we don't know yet. Some others have mentioned that Microsoft may have been making this deal due to the streaming tech that Bethesda had, and that could be a part of it. 7.5 Billion dollar deals have many, many parts of it. This wasn't just 7.5 million for Doom, Fallout and Starfield.
Remember, Majority of business' out there use Microsoft products in some way or another. Sony would be using Microsoft Servers, SQL databases and VisualBasic Tools to produce all their games, run all their platforms and monitor all their networks. They signed the deal to use Azure for their services, which isn't surprising since every single business around the world is either using azure now or considering it. Its just good cost effective powerful and available. You never know, Sony may end up creating games on some "Microsoft Xbox Game 365" platform in the future because it becomes such a behemoth, providing availability, cost effectiveness, ease of use and providing an extremely efficient way for getting a game from concept phase to consumer in 1 platform.
But then again this could be all a pipe dream and this is pure exclusivity to beat Sony.