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Gamepass subs increased from 18 million to 30 million from Jan 2021?

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People really think that Zelnick doesn't know the subscriber number? I get it, it doesn't fit with the narrative some people have here. Some of you guys need Gamepass to fail so badly, it's really sad to see the same posters regurgitate the same stuff in every thread remotely connected to Gamepass.
 

HeisenbergFX4

Gold Member
People really think that Zelnick doesn't know the subscriber number? I get it, it doesn't fit with the narrative some people have here. Some of you guys need Gamepass to fail so badly, it's really sad to see the same posters regurgitate the same stuff in every thread remotely connected to Gamepass.
Told You So Mic Drop GIF by FullMag
 
People really think that Zelnick doesn't know the subscriber number? I get it, it doesn't fit with the narrative some people have here. Some of you guys need Gamepass to fail so badly, it's really sad to see the same posters regurgitate the same stuff in every thread remotely connected to Gamepass.
He even said in the interview that he and Phil had talked a lot about GamePass.
 

MScarpa

Member
Oh so you want MS to buy Take Two just for the lulz? At least you're honest.
Of course. I'm not like all you warriors here waving my MS or SONY flag. I own all the consoles. I don't give 2 shits who buys what. I do get enjoyment out of all the idiots here watching them make fools out of themselves. The hypocrisy here is incredible. So yes, MS please buy Take 2 so i can watch 25 pages of meltdown.
 
Humankind was the top selling PC game in August. I imagine it also helped bring in a lot of GP subscribers too. Paying money to get big Day 1 releases on Gamepass is a great way to get people to sign up.

MS also has Back 4 Blood, Forza Horizon 5, Football Manager 22, Halo Infinite, Age of Empires coming the rest of this year. Then early next year Stalker 2. and I would give it a 90% chance they get the next Total War(early 2022) to drop Day 1 GP as well since they already got Humankind and FM22 from Sega. I can see MS keeping up a pace of around 1 million subs a month that they have been doing if everything stays the same even with the pandemic shortage.

But if Gamepass comes to steam(no need to quote me i know its unlikely) all bets are off. Steam had 95 million MAU's in 2019. 120 MAU's at the end of 2020. By the end of 2021 it should be 140-145 million MAU's.
 
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M1chl

Currently Gif and Meme Champion
Just out of curiosity, how many subs have those big streamer platforms like Netflix and Spotify?
 

mckmas8808

Mckmaster uses MasterCard to buy Slave drives
People really think that Zelnick doesn't know the subscriber number? I get it, it doesn't fit with the narrative some people have here. Some of you guys need Gamepass to fail so badly, it's really sad to see the same posters regurgitate the same stuff in every thread remotely connected to Gamepass.

Then why would he treat MS wrong like this? As a close partner that understands the stock market, wouldn't he know how damaging it could be to "release" a non-publicized number like this BEFORE MS was ready to release it?
 

Topher

Gold Member
I'm pretty sure this wasn't on purpose. I'm also 80 maybe 90% sure Zelnick is a human and we humans tend to often speak faster than we think.

Or it could be he didn't know and was asking a legit question. Not sure why people think that a CEO of another corporation is privy to insider information like this.
 

Punished Miku

Gold Member
Or it could be he didn't know and was asking a legit question. Not sure why people think that a CEO of another corporation is privy to insider information like this.
Wouldn't they have to basically disclose this during negotiations for virtually any game on the service? I'd think that almost every company on Gamepass has a good idea of how many people they may reach.
 

Topher

Gold Member
Wouldn't they have to basically disclose this during negotiations for virtually any game on the service? I'd think that almost every company on Gamepass has a good idea of how many people they may reach.

Maybe, just maybe because they put GTA and RDR on the service and want to know how many people get access to their games via Gamepass. Just a thought.

If it is information that has only been divulged at quarterly earnings calls then I question whether Microsoft is going to hand out anything other than the publicly announced numbers behind closed doors. And if that actually were the case then Strauss may have just violated all kinds of NDAs. The idea that Strauss just accidentally revealed the actual numbers to the media with Phil Spencer watching is a bit surreal. Is it possible? Sure, but I think unlikely.
 

Kagey K

Banned
Then why would he treat MS wrong like this? As a close partner that understands the stock market, wouldn't he know how damaging it could be to "release" a non-publicized number like this BEFORE MS was ready to release it?
How much do you suppose some great or terrible Gamepass subscriber numbers are going to move MS stock up or down?
 

Punished Miku

Gold Member
If it is information that has only been divulged at quarterly earnings calls then I question whether Microsoft is going to hand out anything other than the publicly announced numbers behind closed doors. And if that actually were the case then Strauss may have just violated all kinds of NDAs. The idea that Strauss just accidentally revealed the actual numbers to the media with Phil Spencer watching is a bit surreal. Is it possible? Sure, but I think unlikely.
I just can't imagine any company, let alone take two would put their game on a subscription and not know how many people are gonna have access to it. MS kinda has to share it. It's a mutual deal, and both sides need to know.
 

Plantoid

Member
First I was sceptical, but reading this thread is clear to me that the CEO of take2 would've know this since they had GTA on the service recently.
 

Sosokrates

Report me if I continue to console war
A subscription does not negate development costs. And to make that subscription worth keeping all year it has to have more than just Sony exclusives. That means enticing third party just like Microsoft does with Game Pass. So suddenly Sony are sharing that $10 a month with a lot of others and they are not getting to keep anything close to $3.6 billion in revenue. If the sub was just for Sony exclusives then there is nothing stopping folks from subbing for a month playing the game and then dropping the sub.

I think sony could just put there first parties on ps now and rebrand it and it would be a huge success, development costs would be the same, just a reallocation of the marketing budget.
 

Jemm

Member
why? what??? 25m / 26m would be MASSIVE and investors would drools over that number
Of course it would be great amount of subscribers, but that wasn't the point.

Point was that while 25M is great, it would sound disappointing after all the "GP has 30 million subscribers" -news that are now everywhere.

They want to exceed (or at least match) expectations.

Also, Microsoft could keep quiet about it, even if it was over 30M for all we know.
 

MacReady13

Member
Games will always be sold at retail.
Always? Just look at some in here (and I realize this is a small sample size but still...) and witness how many in here will wait for games to come to Gamepass. I'm telling you that people who do that will only make sub services in gaming the ONLY way forward. Devs and publishers will see this trend and act on it.
 

mckmas8808

Mckmaster uses MasterCard to buy Slave drives
I'm pretty sure this wasn't on purpose. I'm also 80 maybe 90% sure Zelnick is a human and we humans tend to often speak faster than we think.

On a recorded line that has LIVE video? I don't know man......

How much do you suppose some great or terrible Gamepass subscriber numbers are going to move MS stock up or down?

More than MS would want "IF" the number isn't correct. Especially is the Take Two CEO heard something wrong.
 

twilo99

Member
Humankind was the top selling PC game in August. I imagine it also helped bring in a lot of GP subscribers too. Paying money to get big Day 1 releases on Gamepass is a great way to get people to sign up.

MS also has Back 4 Blood, Forza Horizon 5, Football Manager 22, Halo Infinite, Age of Empires coming the rest of this year. Then early next year Stalker 2. and I would give it a 90% chance they get the next Total War(early 2022) to drop Day 1 GP as well since they already got Humankind and FM22 from Sega. I can see MS keeping up a pace of around 1 million subs a month that they have been doing if everything stays the same even with the pandemic shortage.

But if Gamepass comes to steam(no need to quote me i know its unlikely) all bets are off. Steam had 95 million MAU's in 2019. 120 MAU's at the end of 2020. By the end of 2021 it should be 140-145 million MAU's.

There is a ridiculous amount of games on there.. I don't know if its a good thing to be honest.

They also need to better present their top rated/best selling games, like for example I had no idea about Humankind and it seems to be a pretty big title..
 

NickFire

Member
On a recorded line that has LIVE video? I don't know man......
His guard could have been down by virtue of the format. In talking about the merits of subscription it might have felt almost natural or even expected to quantify his view point. And I can't envision he is exactly worried about MS getting mad enough to treat them like Epic is being treated by Apple over a slip of the tongue. Take Two could possibly, if it chose to, declare a hardware sale's winner with a single timed exclusivity contract.

He also just kind of threw it out there in a somewhat flippant way, he then went on to say why he doesn't think new releases should be on GP.
Considering he was under the assumption of 30 million subs and was still anti-day 1, this was a big dig imo. He also had a bit to say on the differences between video streams and interactive game consumption. I think his belief on numbers and continued aversion warrant plenty of discussion. But I'm not sure they really relate to a platform holder because even a pub of that size won't get the benefit of a royalty from everything sold on a platform.

Anyway gents, the next official numbers from MS should be a gold mine for thread pages.
 

twilo99

Member
I have a feeling that they are already breaking even, the operating costs don't make sense other wise imo.

You are probably right, but we just really don't know since they won't give us any numbers. That's what I'm curious about, if not breaking even, how much cash are they burning, at what rate, for how long are they planning on doing so, and ultimately what is the goal? Is break even good enough to keep this going for like 5 years? Or does it need to turn some massive profit?

Whatever it is, its refreshing to see them threat xbox like a top tier product and put some real money behind it.
 
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Jigsaah

Gold Member
Does anybody actually WANT Microsoft to buy Take Two?
This is a good question. My short answer would be...kinda?

I mean who doesn't love a good megaton...but at the same time...this would make Microsoft an absolute monster. It's not fun watching a game in any sport and just seeing one team absolutely trouncing the opponent.

If the sport is acquisitions and people are inevitably going to compare Microsoft to Sony...I mean there's simply no contest if Microsoft buys Take-Two. Bethesda was a great get, don't get me wrong. But like Sony has been doing, Microsoft has had a working relationship with Bethesda for over a decade.

A Take-Two acquisition would be too much I think. I fear for what kind of precedent this creates for other huge companies trying to find their way in once Microsoft is done buying studios. When Microsoft simmers down, what does Amazon, Facebook and Google start doing? Let's not forget about Tencent. Where does that leave Sony, who simply can not compete from a financial aspect to these mammoths?
 

CatLady

Selfishly plays on Xbox Purr-ies X
Does anybody actually WANT Microsoft to buy Take Two?

For me personally; absolutely not.

They don't have any studios/IPs I'm super interested in other than Bioshock and who knows what the next iteration will be like without Ken Levine. It would be an extremely expensive buy and they could instead get several other studios I'm much more interested in for far less money.
 

DonF

Member
This supposed "guy at work" works, but is apparently so strapped for cash he can't swing $10 or $15 per month?

Kevin Hart Ok GIF by NBA


6 different accounts you say. These stories are becoming more and more outlandish by the day. I'm totally sure there are about 5-12 million people with that much time to waste for something so cheap. The numbers keep growing. Only so long people can keep riding the "it's only $1" claim.
I swear. It's so easy and has little to no consequences. He does it because it's that easy.
 

Topher

Gold Member
I was just referring to people losing their minds in Gamepass threads it seems to bring out the worst in people.

And Grubb is one of the last people I would trust

And people also lose their mind when it comes to Grubb. It is a bit crazy how this flips back and forth. I'm with you. I don't think Grubb knows jack. But it is interesting to see him chime in.
 
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Hezekiah

Banned
When they do come out like Horizon and Halo in October and November, Gamepass does not need to send those $180 million they have earned that month to any third party publisher. And while the oft delayed Halo might be a $200 million game, Forza Horizon isnt even close to $50 million.
I'd imagine Halo will be more than $200m certainly by the time Forge and co-op come out, with a development team north of 700 people, and work contracted out to The Coalition and numerous third-party studios.

But you're also forgetting marketing costs which will be 50 - 100% of the development costs of the game.
 

IntentionalPun

Ask me about my wife's perfect butthole
3rd party moneyhatted exclusives are a thing though, like deathloop, tomb raider, ghostwire, stalker 2, final catastrophe etc etc.

Even the majority of sonys revenue comes from other things like ps+, dlc and microtransactions.

Its why I dont understand why sony dont include there first party day and date on ps now. They would make more money.

I'm confused why this is your response.. you said nobody had sold the amount of games in a year that full priced GP @ 30 million customers makes.. if you wanted to include all kinds of other shit, than both Xbox and Playstation way outdo that as far as overall game sales revenue, particularly Playstation.

Which was kind of MY point; you can't compare this revenue to Sony and MS selling 1st party games, you really have to ignore GamePass and just look at overall software revenue, as GamePass influences that in multiple ways.

Don't get me wrong it is a ton of revenue if they hit that kind of number but IMO I doubt they are there yet. Hitting 20 million is big too, but they likely have much higher targets.
 

Hezekiah

Banned
I know of a guy at work that has created like 6 accounts to take advantage of the free months and other offers. That number must be bloated AF.
That's what I'm gonna do for October, November.

Then maybe same time next year when Starfield comes out for £1 again.
 
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GhostOfTsu

Banned
I remember you saying 80m - 100m in two or three years so I would definitely have been one of those laughing.
According to Jeff Grubb in his latest podcast at Giant Bomb (21 mins). Not only is 30 millions wrong but the 23 millions in April was also wrong. The actual number was about 21 millions at E3 (June). That's why MS never announced offical numbers.

If anyone wants to make a thread about this new development.


So quiet here after all the celebration...
 

MrFunSocks

Banned
Ugh I hate this "we need more transparency around sales numbers and subscription numbers" rubbish. No, we don't. You shouldn't care *at all*.

I don't believe it's 30 million, that's way too big of an increase from the last announced number.

The halo infinite effect. Halo infinite will sell a ton of gamepass subs.
Will it? Halo Infinite's MP is free to play, don't need game pass. Halo is more a MP leaning game than SP.
 
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Humankind was the top selling PC game in August. I imagine it also helped bring in a lot of GP subscribers too. Paying money to get big Day 1 releases on Gamepass is a great way to get people to sign up.

MS also has Back 4 Blood, Forza Horizon 5, Football Manager 22, Halo Infinite, Age of Empires coming the rest of this year. Then early next year Stalker 2. and I would give it a 90% chance they get the next Total War(early 2022) to drop Day 1 GP as well since they already got Humankind and FM22 from Sega. I can see MS keeping up a pace of around 1 million subs a month that they have been doing if everything stays the same even with the pandemic shortage.

But if Gamepass comes to steam(no need to quote me i know its unlikely) all bets are off. Steam had 95 million MAU's in 2019. 120 MAU's at the end of 2020. By the end of 2021 it should be 140-145 million MAU's.
Age of Empires is PC only
 
I was just referring to people losing their minds in Gamepass threads it seems to bring out the worst in people.

And Grubb is one of the last people I would trust
When it comes to non xbox info I agree but he's an xbox shill, he wouldn't make anything up to make them look bad. MS would announce a milestone like this as soon as it happened I'm sure.
 
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Chukhopops

Member
According to Jeff Grubb in his latest podcast at Giant Bomb (21 mins). Not only is 30 millions wrong but the 23 millions in April was also wrong. The actual number was about 21 millions at E3 (June). That's why MS never announced offical numbers.

If anyone wants to make a thread about this new development.


So quiet here after all the celebration...
Didn’t you say Grubb was a fake insider when he announced the Kojima / MS partnership? And now he’s gospel because he said something you like?
 
Ugh I hate this "we need more transparency around sales numbers and subscription numbers" rubbish. No, we don't. You shouldn't care *at all*.

I don't believe it's 30 million, that's way too big of an increase from the last announced number.


Will it? Halo Infinite's MP is free to play, don't need game pass. Halo is more a MP leaning game than SP.
I may be in the minority but for me I enjoyed co op Halo SP as much as multiplayer. Having played thousands of hours of Halo since 2001. I assumed alot of people were like me. There are people upset that co op sp won't be there at launch.

We will have to see the sales numbers for the $60 Halo infinite SP game they are selling. Either it's low sales due to it being on gamepass or it's low sales due to Halo multiplayer being F2P.

So you may be right.
 
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skit_data

Member
Didn’t you say Grubb was a fake insider when he announced the Kojima / MS partnership? And now he’s gospel because he said something you like?
Did he really announce a partnership, wasn’t there just a letter of intent i.e practically meaningless?
 

Chukhopops

Member
Did he really announce a partnership, wasn’t there just a letter of intent i.e practically meaningless?
The topic he posted in said « contract » but that’s irrelevant, if you call Grubb a fake insider and Xbox shill (which I think he is) then have enough self respect to not use him as source of truth when he says something you like.
 
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