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Bloomberg: Microsoft will keep publishing Activision titles on PlayStation

onesvenus

Member
Also of interest is the 46% of PlayStation gamers in the US – and 29% in the UK – who indicated interest in a Game Pass that includes major Activision titles
Is that talking about a future were Activision games are also released on PlayStation in addition to Gamepass or exclusively on Gamepass?

Almost half PlayStation gamers in the US and almost a third in the UK seems a lot if the hypothesis was to release them in Gamepass in addition to PlayStation. Certainly something I didn't expect at all
 

reksveks

Member
Is that talking about a future were Activision games are also released on PlayStation in addition to Gamepass or exclusively on Gamepass?
Very good question, I don't think it was stated in the survey question and think the Brad Smith comments was the day before the survey so there might have been users whom knew of Smith's comment and others who didn't.
 
All about those mother fuckin ROY- AL - TIES

f98ca3151c01d71626524e4dd5b2d6f4.jpg
 

AllBizness

Banned
Not 100% it's new thread worthy


Possibly interesting yougov poll



Need to find the sample size
It's all about market share I see it now, Sony better start cranking out more exclusives or their fucked. Microsoft is about to eat a ton of their market share.
 

adamsapple

Or is it just one of Phil's balls in my throat?
Not 100% it's new thread worthy


Possibly interesting yougov poll



Need to find the sample size


Goddamn those are some telling numbers.

46% of PS gamers would be willing to defect to Game Pass for CoD.
and 19% of *all* US gamers.

And people say Call of Duty doesn't have pull anymore.
 

nani17

are in a big trouble
Goddamn those are some telling numbers.

46% of PS gamers would be willing to defect to Game Pass for CoD.
and 19% of *all* US gamers.

And people say Call of Duty doesn't have pull anymore.
Cod did have a down period but it's had a massive boost since modern warfare 2019 and warzone launched.

I'm expecting it will only get bigger when the rumoured modern warfare 2 comes out along with warzone 2
 
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Clear

CliffyB's Cock Holster
Goddamn those are some telling numbers.

46% of PS gamers would be willing to defect to Game Pass for CoD.
and 19% of *all* US gamers.

And people say Call of Duty doesn't have pull anymore.

its meaningless! Expressing an interest is not "defecting", its a point of consideration. A point which is going to be affected by whether they have no choice but to buy new hardware to play CoD, what the state of the competitive landscape is at the time of offer, their personal investment in their current ecosystem at the time of offer, etc.

As Activision have learned the hard way with Vanguard, the branding alone won't entice many people to play, let alone invest in the deep mtx of CoD.

I'd also point out the sheer amount of money that this hypothetical 46% of gamers represents in terms of loss of income from the standard $70+ initial buy-in. Money that will need to come from somewhere, as it renders the current model for the franchise useless.
 

adamsapple

Or is it just one of Phil's balls in my throat?
I'd also point out the sheer amount of money that this hypothetical 46% of gamers represents in terms of loss of income from the standard $70+ initial buy-in. Money that will need to come from somewhere, as it renders the current model for the franchise useless.

CoD will still be multi platform, at least for the 3 next entries.

Once that is over, the money they're losing from retail sales will be supplanted by the recurring subscription costs. 3~4 months of recurring subscription costs will supplant the $60~70 retail price and then MTX etc will all still exist over that.

Not that Activision will be struggling financially in any way once they're under the Microsoft umbrella.
 
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reksveks

Member
I'd also point out the sheer amount of money that this hypothetical 46% of gamers represents in terms of loss of income from the standard $70+ initial buy-in. Money that will need to come from somewhere, as it renders the current model for the franchise useless.
Remind me to look at the % of ABK revenue that comes from mtx/dlc when I get a chance in a couple of hours.
 

Alphagear

Member
Goddamn those are some telling numbers.

46% of PS gamers would be willing to defect to Game Pass for CoD.
and 19% of *all* US gamers.

And people say Call of Duty doesn't have pull anymore.

Doesn't Call of Duty sell around 25-30 million copies for each entry. That is on all platforms.

Let's say half of that is on PlayStation. That is still only 15 million users.

How does that equate to 46% of PS gamers defecting to GP considering PS consoles sell 100 million on average?

More like 10-15% of PS gamers play COD.
 

adamsapple

Or is it just one of Phil's balls in my throat?
Doesn't Call of Duty sell around 25-30 million copies for each entry. That is on all platforms.

Let's say half of that is on PlayStation. That is still only 15 million users.

How does that equate to 46% of PS gamers defecting to GP considering PS consoles sell 100 million on average?

More like 10-15% of PS gamers play COD.

It's 46% of the sample size they polled, they didn't go around questioning every single CoD player on PS4 in the US.
 

reksveks

Member
Doesn't Call of Duty sell around 25-30 million copies for each entry. That is on all platforms.

Let's say half of that is on PlayStation. That is still only 15 million users.

How does that equate to 46% of PS gamers defecting to GP considering PS consoles sell 100 million on average?

More like 10-15% of PS gamers play COD.
It also not just cod that makes up the 46%, I wouldnt use defecting as well. Its ps users indicating that they would be likely to sign up to GP. Doesn't say anything else about their behaviour.
 

Alphagear

Member
It's 46% of the sample size they polled, they didn't go around questioning every single CoD player on PS4 in the US.

Well it's nonsense then.

Also please mention it is the US and not the entire planet.

I have given you the entire worldwide figures. COD players make up 10-15% of PS gamers going by COD sales which sell on average 30 million on all platforms. I have assumed half is on PS consoles.

Considering PS consoles sell 100 million that is nowhere near 46%.
 

Three

Member
Remind me to look at the % of ABK revenue that comes from mtx/dlc when I get a chance in a couple of hours.
ABK revenue from mtx will be high because they own things like candy crush but to see how it will affect COD yearly releases you would have a hard time finding that figure.
 

Alphagear

Member
It also not just cod that makes up the 46%, I wouldnt use defecting as well. Its ps users indicating that they would be likely to sign up to GP. Doesn't say anything else about their behaviour.

Completely agree. Interest in GP doesn't mean leaving PS.

Not sure what else could make the 31%

Elders Scrolls? Skyrim sold 30 million on all platforms.

Fallout 4? 14 million on all platforms.

World of Warcraft? A PC game

Starcraft? A PC games

Candy Crush? Mobile game

Simply going by the Worldwide numbers and lets say All Activision games go exclusive.

The worst case scenario is PS losing 10-15 million users.
 
Completely agree. Interest in GP doesn't mean leaving PS.

Not sure what else could make the 31%

Elders Scrolls? Skyrim sold 30 million on all platforms.

Fallout 4? 14 million on all platforms.

World of Warcraft? A PC game

Starcraft? A PC games

Candy Crush? Mobile game

Simply going by the Worldwide numbers and lets say All Activision games go exclusive.

The worst case scenario is PS losing 10-15 million users.
Numbers straight from ass.
The best scenario is Xbox will loose 5M and PS will gain 10M. (Am I doing this right?)
 
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adamsapple

Or is it just one of Phil's balls in my throat?
Well it's nonsense then.

Also please mention it is the US and not the entire planet.

I have given you the entire worldwide figures. COD players make up 10-15% of PS gamers going by COD sales which sell on average 30 million on all platforms. I have assumed half is on PS consoles.

Considering PS consoles sell 100 million that is nowhere near 46%.

All the info you're asking for is mentioned in the article already.

 

Alphagear

Member
Well, of course.

CoD doesn't exactly burn the charts in Japan. The poll is based primarily on asking questions regarding CoD in the regions where it's most bought/played.


Here's Warzone figures.

Top Countries Playing Call of Duty Warzone​

Below you will find stats on the top five countries by active daily participation.

United States of America
United States – 22.22%

China
China – 5.85%

Russia
United Kingdom – 4.71%

Brazil
Brazil – 4.61%

United Kingdom of Great Britain and Northern Ireland
Germany – 3.40%

Around 75% of COD gamers aren't in the US and UK. Insignificant?

Europe alone has as many COD gamers as US/UK combined.
 

adamsapple

Or is it just one of Phil's balls in my throat?
Here's Warzone figures.

Top Countries Playing Call of Duty Warzone​

Below you will find stats on the top five countries by active daily participation.

United States of America
United States – 22.22%

China
China – 5.85%

Russia
United Kingdom – 4.71%

Brazil
Brazil – 4.61%

United Kingdom of Great Britain and Northern Ireland
Germany – 3.40%

Around 75% of COD gamers aren't in the US and UK. Insignificant?

Europe alone has as many COD gamers as US/UK combined.

2 of the top 3 single biggest markets are the ones YouGov polled.

According to the poll, 46% of polled playstation gamers in the US would be willing to try/move to Game Pass because of Cod.

It's a pretty straight forward academic result here. There's really no room for debate or semantics about bringing in the worldwide results lol, that's not what's happening here.

also that's not the UK or Germany's flag lol.
 
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Nyxir

Member
Here's Warzone figures.

Top Countries Playing Call of Duty Warzone​

Below you will find stats on the top five countries by active daily participation.

United States of America
United States – 22.22%

China
China – 5.85%

Russia
United Kingdom – 4.71%

Brazil
Brazil – 4.61%

United Kingdom of Great Britain and Northern Ireland
Germany – 3.40%

Around 75% of COD gamers aren't in the US and UK. Insignificant?

Europe alone has as many COD gamers as US/UK combined.
Please fix the flags 🥴
 

Alphagear

Member
2 of the top 3 single biggest markets are the ones YouGov polled.

According to the poll, 46% of polled playstation gamers in the US would be willing to try/move to Game Pass because of Cod.

It's a pretty straight forward academic result here. There's really no room for debate or semantics about bringing in the worldwide results lol, that's not what's happening here.

also that's not the UK or Germany's flag lol.

It was copied from this link.

I know that's the Russian flag on UK and UK flag on Germany.
 
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Alphagear

Member
2 of the top 3 single biggest markets are the ones YouGov polled.

According to the poll, 46% of polled playstation gamers in the US would be willing to try/move to Game Pass because of Cod.

It's a pretty straight forward academic result here. There's really no room for debate or semantics about bringing in the worldwide results lol, that's not what's happening here.

also that's not the UK or Germany's flag lol.

You clearly stated 46% of PS gamers will be willing to 'Defect' to Xbox/GP in your earlier post.

Moving Goalposts now?
 
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Mr Moose

Member
2 of the top 3 single biggest markets are the ones YouGov polled.

According to the poll, 46% of polled playstation gamers in the US would be willing to try/move to Game Pass because of Cod.

It's a pretty straight forward academic result here. There's really no room for debate or semantics about bringing in the worldwide results lol, that's not what's happening here.

also that's not the UK or Germany's flag lol.
Did they actually ask gamers? It doesn't say it here:

Methodology: YouGov polled 1,200 US adults online on January 19, 2022 between 11:47 a.m. and 7:40 p.m. ET. The survey was carried out through YouGov Direct. Data is weighted by age, gender, education level, political affiliation, and ethnicity. Results are nationally representative of adults in the United States. The margin of error is 2.8% for the overall sample.

YouGov polled 1,200 British adults online on January 19, 2022 between 4:36 and 8:55 p.m. BST. The survey was carried out through YouGov Direct. Data is weighted by age, gender, education level, region, and social grade. Results are nationally representative of adults in Great Britain. The margin of error is 2.8% for the overall sample. Learn more about YouGov Direct.
It looks like they asked 2,400 people in a few hours, how many of them are console gamers? Did they have to own one to be valid for the poll?

If we combine the results of all the major Activision titles presented to respondents, we see 43% of Xbox gamers in the US – and 48% in the UK – would consider signing up for Game Pass if all the titles were on the platform.

Also of interest is the 46% of PlayStation gamers in the US – and 29% in the UK – who indicated interest in a Game Pass that includes major Activision titles – putting Microsoft in a strong position to carve up its main competitor’s market. We see similar figures among Nintendo fans: 46% in the US and 26% in the UK indicate interest.
 

Leyasu

Banned
I'd also point out the sheer amount of money that this hypothetical 46% of gamers represents in terms of loss of income from the standard $70+ initial buy-in. Money that will need to come from somewhere, as it renders the current model for the franchise useless.

Dr Evil Whatever GIF


Have you tweeted Phil to let him know that you are ready to become CFO? Goddam they are going to be fucked when they realise this........
 

adamsapple

Or is it just one of Phil's balls in my throat?
You clearly stated 46% of PS gamers will be willing to 'Defect' to Xbox/GP in your earlier post.

Moving Goalposts now?

It's .... not moving goal posts when I'm quoting things from the article lol. If you need more context, you can always read the full article for it.

Did they actually ask gamers? It doesn't say it here:

It looks like they asked 2,400 people in a few hours, how many of them are console gamers? Did they have to own one to be valid for the poll?

How many of the polled were humans ? What did the Avian community think of this ?

This simple poll of US adults, who may or may not be gamers but still had opinions on the matter, is inciting a lot of hot takes today, my friend. :messenger_beaming:


Dr Evil Whatever GIF


Have you tweeted Phil to let him know that you are ready to become CFO? Goddam they are going to be fucked when they realise this........
:pie_thinking:
How will Phil ever justify this .. [
 
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yurinka

Member
Goddamn those are some telling numbers.

46% of PS gamers would be willing to defect to Game Pass for CoD.
and 19% of *all* US gamers.

And people say Call of Duty doesn't have pull anymore.
These numbers seem completely wrong/fake.

If CoD yearly games sales are around 10-15M on PS (if we assume they sell around 20-30M on PS+XB+PC and that around half of them are on PS), this is around 10% of the 111M PSN MAU (in fact the real % of PS gamers should be smaller since some consoles are offline and some gamers don't play during over a month).

If only around 10% -or even less- PS gamers buy these games I don't see why almost half of PS gamers would be willing o defect to GP for CoD. Specially considering that some players who play CoD on PS and don't already have PC or Xbox, if in the future they don't get CoD on PS would play other games instead. Or that in the case that -as Activision, Microsoft, Phil Spencer and even the MS president said- CoD continues being released on PS, many PS CoD players will conttinue buying it on PS instead of moving to GP to get it 'cheaper'. Specially if on average they buy a game or two per year, as it is the case of the average gamer.
 
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Mr Moose

Member
It's .... not moving goal posts when I'm quoting things from the article lol. If you need more context, you can always read the full article for it.



How many of the polled were humans ? What did the Avian community think of this ?

This simple poll of US adults, who may or may not be gamers but still had opinions on the matter, is inciting a lot of hot takes today, my friend. :messenger_beaming:
So then it's a useless poll, great.

Also of interest is the 46% of PlayStation gamers in the US – and 29% in the UK - We see similar figures among Nintendo fans: 46% in the US and 26% in the UK indicate interest.

How many of the 2,400 is that? They aren't telling us anything useful at all. They should poll gamers for gaming related crap not a random 2,400 people.
 

Clear

CliffyB's Cock Holster
Dr Evil Whatever GIF


Have you tweeted Phil to let him know that you are ready to become CFO? Goddam they are going to be fucked when they realise this........

Numbers don't lie, dipshit.

Its a huge loss of income. Period.

Argue all you want about how it my encourage back-end sales from skins and season-passes, but there are good reasons why Activision hasn't switched all its output to the Warzone model!

Losing 5m units in up-front sales, which is conservative, is a bloodbath. We're talking hundreds of millions in short-term revenue lost on a single SKU in a single territory.

Any gains in terms of ARPU become subsumed within the entirety of Gamepass, and the books will still need to be balanced on a per-project basis. How many loss-leaders can they offset without continuous explosive growth?
 

adamsapple

Or is it just one of Phil's balls in my throat?
So then it's a useless poll, great.

How many of the 2,400 is that? They aren't telling us anything useful at all. They should poll gamers for gaming related crap not a random 2,400 people.

The poll is as useless or useful as any other poll and/or analyst assessment that you can refer to online.

One will agree with it if it aligns with your interests or vehemently argue against it if it doesn't.

Numbers don't lie, dipshit.

Its a huge loss of income. Period.

Argue all you want about how it my encourage back-end sales from skins and season-passes, but there are good reasons why Activision hasn't switched all its output to the Warzone model!

Losing 5m units in up-front sales, which is conservative, is a bloodbath. We're talking hundreds of millions in short-term revenue lost on a single SKU in a single territory.

Any gains in terms of ARPU become subsumed within the entirety of Gamepass, and the books will still need to be balanced on a per-project basis. How many loss-leaders can they offset without continuous explosive growth?

200.gif
 

Mr Moose

Member
(% of US gamers who do not subscribe to Xbox Game Pass)

It's people who class themselves as gamers, it's not random people
Yeah that's this %
19% of US gamers say the Call of Duty franchise would most make them consider subscribing to Xbox Game Pass, compared to other Activision titles

If we combine the results of all the major Activision titles presented to respondents, we see 43% of Xbox gamers in the US – and 48% in the UK – would consider signing up for Game Pass if all the titles were on the platform.

Also of interest is the 46% of PlayStation gamers in the US – and 29% in the UK – who indicated interest in a Game Pass that includes major Activision titles – putting Microsoft in a strong position to carve up its main competitor’s market.
It doesn't tell us how many of those make up the 2,400.
 
Funny thing about that poll, the BEST selling COD on PS4 sold around 14 million copies, that leaves about 103 million PS4's sold that didn't buy the most popular COD game which means it's really closer to 12% total who bought the biggest COD game on PS4, not every single one of those people are hardcore COD addicts so clearly this poll is flawed from the start but even if you took a more realistic method of figuring it out their numbers aren't representative of actual sales. Bottom line is it's nowhere near the number they are citing and it's a stupid poll to conduct to begin with.
 
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reksveks

Member
Funny thing about that poll, the BEST selling COD on PS4 sold around 14 million copies, that leaves about 103 million PS4's sold that didn't buy the most popular COD game which means it's really closer to 12% total who bought the biggest COD game on PS4, not every single one of those people are hardcore COD addicts so clearly this poll is flawed from the start but even if you took a more realistic method of figuring it out their numbers aren't representative of actual sales. Bottom line is it's nowhere near the number they are citing and it's a stupid poll to conduct to begin with.
You do know the 46% isn't cause of CoD?
 

Topher

Gold Member
The question being asked is very strange.

"46% of PlayStation gamers in the US indicated the inclusion of Activision titles in Game Pass would make them consider subscribing to the Xbox subscription service"

Game Pass isn't available to PlayStation gamers. So the question that should have been asked to PS gamers is "Would you purchase an Xbox console and subscribe to Game Pass if Activision titles were included in the subscription". It isn't simply a matter of "subscribing".
 

SlimySnake

Flashless at the Golden Globes
Well yeah, CoD userbase deserted Xbox after the 360 generation just because PS4 got the exclusive map packs, and they will do the same when CoD goes exclusive to Xbox. These guys arent your loyal ps or xbox fanboys. The only game they play is COD. MS knows this. They wouldnt have spent $70 billion if their internal polls didnt show this.
 

reksveks

Member
The question being asked is very strange.

"46% of PlayStation gamers in the US indicated the inclusion of Activision titles in Game Pass would make them consider subscribing to the Xbox subscription service"

Game Pass isn't available to PlayStation gamers. So the question that should have been asked to PS gamers is "Would you purchase an Xbox console and subscribe to Game Pass if Activision titles were included in the subscription". It isn't simply a matter of "subscribing".
That would depend on whether you have to only game on PlayStation to be classified as a Playstation gamer also I wonder how PC Gamepass or xcloud would be accounted for.
 
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Topher

Gold Member

Folks are focusing on the PS side, but what about Xbox? More than half of Xbox gamers said none of the games listed, "Call of Duty, Crash Bandicoot, Guitar Hero, Skylanders, Spyro the Dragon, Tony Hawk Pro Skater, Diablo, Overwatch, StarCraft, Warcraft", would make them consider subscribing to Game Pass.

That would depend on whether you have to only game on PlayStation to be classified as a Playstation gamer also I wonder how PC Gamepass or xcloud would be accounted for.

Fair point. They really should have addressed the methodology for identifying each type of gamer.
 
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reksveks

Member
Folks are focusing on the PS side, but what about Xbox? More than half Xbox gamers said none of the games listed, "Call of Duty, Crash Bandicoot, Guitar Hero, Skylanders, Spyro the Dragon, Tony Hawk Pro Skater, Diablo, Overwatch, StarCraft, Warcraft", would make them consider subscribing to Game Pass.
Yeah, that's a very good point to raise as well.

It's technically 50% of xbox users without gp but I think it's even more interesting when you try to think about what xbox need to give to convince the remaining users.
 
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adamsapple

Or is it just one of Phil's balls in my throat?
Well yeah, CoD userbase deserted Xbox after the 360 generation just because PS4 got the exclusive map packs, and they will do the same when CoD goes exclusive to Xbox. These guys arent your loyal ps or xbox fanboys. The only game they play is COD. MS knows this. They wouldnt have spent $70 billion if their internal polls didnt show this.

Yeah, folks don't seem to realize you don't make a massive purchase like this on a whim. They probably have an army of CA's crunching the math at Redmond.
 

Clear

CliffyB's Cock Holster
Yeah, folks don't seem to realize you don't make a massive purchase like this on a whim. They probably have an army of CA's crunching the math at Redmond.

There are no certainties in business. Absolutely not in the games biz anyway.

Gaining ownership of a viable business like ABK is a win on the face of it, BUT that isn't to say that integrating it into the overall umbrella of Xbox operations is going to be without difficulty or even failure.

Gamepass is largely unknown territory, and the more resources MS pumps into it the further off the map we're heading. There are major issues of scale to be factored in, and you cannot simply assume that investment and return on investment are going to grow in lockstep. Ultimately existing subscriptions are as valuable as newly gained ones, so if growth slows then inevitably investment will need to be slowed along with it.
 
There are no certainties in business. Absolutely not in the games biz anyway.

Gaining ownership of a viable business like ABK is a win on the face of it, BUT that isn't to say that integrating it into the overall umbrella of Xbox operations is going to be without difficulty or even failure.

Gamepass is largely unknown territory, and the more resources MS pumps into it the further off the map we're heading. There are major issues of scale to be factored in, and you cannot simply assume that investment and return on investment are going to grow in lockstep. Ultimately existing subscriptions are as valuable as newly gained ones, so if growth slows then inevitably investment will need to be slowed along with it.


Yeah, all people know is that microsoft is a 2 trillion dollar company so they expect everything they invest in to be a big business gold mine. But the truth is that Microsoft has invested in plenty of companies and products over the year that have failed. The list is actually pretty long….they aren’t infallible to bad business.

I mean even if we’re talking just gaming, the Xbox one and by proxy the Kinect was a failure. Activision isn’t a slam dunk, it wouldnt even be the first Microsoft acquisition target that got blocked if it did
 
Cod going exlcusive to Xbox couldn’t be better for PS, that way Sony will have to amp first party games and introduce a competitor to cod, basically they’ll need to step up to fill that gap, cod going Xbox exclusive could be a blessing in disguise. And let’s not kid ourselves the only good cod that’s been out in recent years is MW.
 

Mr Moose

Member
Cod going exlcusive to Xbox couldn’t be better for PS, that way Sony will have to amp first party games and introduce a competitor to cod, basically they’ll need to step up to fill that gap, cod going Xbox exclusive could be a blessing in disguise. And let’s not kid ourselves the only good cod that’s been out in recent years is MW.
I heard they are remaking BO2, that was good back in the day.
CoD isn't going exclusive, btw.
 

adamsapple

Or is it just one of Phil's balls in my throat?
I heard they are remaking BO2, that was good back in the day.
CoD isn't going exclusive, btw.

For the next 3 entries at least ;)

Cod going exlcusive to Xbox couldn’t be better for PS, that way Sony will have to amp first party games and introduce a competitor to cod, basically they’ll need to step up to fill that gap, cod going Xbox exclusive could be a blessing in disguise. And let’s not kid ourselves the only good cod that’s been out in recent years is MW.

That's a positive way to look at it. The early debacle of the PS3 is what prompted Sony to shore their first party which led to some of their best games and new IPs.
 
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