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[Topher]

EITHER WAY. Try again though. People on here thinking they need to somehow recoup their money is hilarious.

I was trying to help you understand the point Saber was making since the concept of ROI seems to be hard to understand. Oh well....

 

[Lognor]

That's fine. It's just not free at all.

Much lower cost of entry though.

 

[Topher]

Much lower cost of entry though.

That is true.

 

[MScarpa]

I was trying to help you understand the point Saber was making since the concept of ROI seems to be hard to understand. Oh well....

Shouldn't you be playing some games instead of this back and forth bickering?

Im watching UFC right now. No need to play right this moment but i will later.

 

[Saber]

EITHER WAY. Try again though. People on here thinking they need to somehow recoup their money is hilarious.

Hilatious is to think that Microsoft burns money just because they have "money to throw". They didn't born yesterday, they are a company. If they have funds to spend on something, they probably want return(long term).

Hows that hard to understand? They're not doing charity, Microsoft like all companies main focus is profit.
Now you tell me why wouldn't they want that money back and why do you think they burn money here and there ,as if "we have money and don't care to spend"?

 

[MScarpa]

Hilatious is to think that Microsoft burns money just because they have "money to throw". They didn't born yesterday, they are a company. If they have funds to spend on something, they probably want return(long term).

Hows that hard to understand? They're not doing charity, Microsoft like all companies main focus is profit.
Now you tell me why wouldn't they want that money back and why do you think they burn money here and there ,as if "we have money and don't care to spend"?

Man, I can't understand what you're trying to say sorry buddy. Good luck though.

 

[Hezekiah]

Game Pass is $15 a month when team blue is talking about how much it costs, but only $1 for 3 years when we are talking sub numbers. Gotta love it.

And GamePass is making a ton of money for Microsoft, while still providing hundreds of games for 'free' according to some others

 

[onesvenus]

If they don't do GamePass day one it'll be because they will have them separate from Xbox Game Studios and will remain as just Activision.
Kinda like Sony and Bungie will be.

Isn't that exactly how Bethesda operates? Aren't all their games in Gamepass?

 

[reksveks]

Hows that hard to understand? They're not doing charity, Microsoft like all companies main focus is profit.
Now you tell me why wouldn't they want that money back and why do you think they burn money here and there ,as if "we have money and don't care to spend"?

That money has been converted into an asset instead of being in cash.

The real question for Microsoft is can Activision generate a bigger ROI than having 70bn in a bank generating interest or investing 70bn in other ways.

Dumb way but that 70bn asset is generating 3bn in profit yearly so that's about 4% ROI per year which is greater than having it in a bank.

How much GP would affect that 4% is a good question? Dumb calculations would suggest about 0.5% (50% of the Activision specific OI)

 

[reksveks]

I was trying to help you understand the point Saber was making since the concept of ROI seems to be hard to understand. Oh well....

The ROI comparison should be really made to the alternative of leaving the money in the bank or investing in something else and assuming the value of the asset hasn't changed.

 

[Chukhopops]

The ROI comparison should be really made to the alternative of leaving the money in the bank or investing in something else and assuming the value of the asset hasn't changed.

Yep, remember that MS bought for 19.7bn a company called Nuance which reported 333M earnings in 2021.

AB brings 25 times more revenue for 3.5 times the cost, sure it’s a different industry but still, looks like AB was a bargain.

Microsoft accelerates industry cloud strategy for healthcare with the acquisition of Nuance - Stories

Acquisition will combine solutions and expertise to deliver new cloud and AI capabilities across healthcare and other industries REDMOND, Wash., and BURLINGTON, Mass. – April 12, 2021 – Microsoft Corp (Nasdaq: MSFT) and Nuance Communications, Inc. (Nasdaq: NUAN) today announced they have entered...

news.microsoft.com

Nuance Announces Fourth Quarter and Fiscal Year 2021 Results

Nuance Communications, Inc. (NASDAQ: NUAN) today announced financial results for its fourth quarter and fiscal year ended September 30, 2021: GAAP revenue of $333.1 million and GAAP earnings per...

news.nuance.com

 

[Fredrik]

And GamePass is making a ton of money for Microsoft, while still providing hundreds of games for 'free' according to some others

Comes from how some just go to the store subbing at standard price and still buy games and content while some do like me and cheese the system getting it cheaper and never buy anything. Same as the new Playstation Plus which I also stacked cheaply for a couple years. I don’t really care, I’m just going to keep enjoying playing more games for less money on two platforms now.

 

[Mr Moose]

Isn't that exactly how Bethesda operates? Aren't all their games in Gamepass?

Yeah but CoD is bigger than any Bethesda game. That's the only way I would see it not being day one.

 

[onesvenus]

Yeah but CoD is bigger than any Bethesda game. That's the only way I would see it not being day one.

Then your previous argument doesn't make sense.

You can say you don't think it will be in Gamepass because CoD is bigger than any Bethesda game.

Saying it won't be there because Activision will be separated from XGS the same way Bethesda is, when Bethesda's games are there it's not a sound logic argument

 

[Three]

Keep in mind that Minecraft wasn't added to GP for years even though MS owned them. It was a huge seller. Now it isn't.

 

[Saber]

That money has been converted into an asset instead of being in cash.

The real question for Microsoft is can Activision generate a bigger ROI than having 70bn in a bank generating interest or investing 70bn in other ways.

Dumb way but that 70bn asset is generating 3bn in profit yearly so that's about 4% ROI per year which is greater than having it in a bank.

How much GP would affect that 4% is a good question? Dumb calculations would suggest about 0.5% (50% of the Activision specific OI)

Thank you. Finally someone gave me an imput other than "believe".

 

[Topher]

The ROI comparison should be really made to the alternative of leaving the money in the bank or investing in something else and assuming the value of the asset hasn't changed.

True. I was just trying to help get past the analogy of money being lost in the "couch cushions".

 

[nominedomine]

MS changes direction all the time, making any prediction for things that are going to happen years from now seems like a shot in the dark.

Gamepass model could fail to live up to their projections (despite all the value provided and massive investment, it has yet to prove itself as something truly disruptive to the overall gaming market), Gamepass could succeed but also show up on more platforms over time, F2P/GaaS could end up dominating even more than it does now, MS becoming this big of a publisher could change how they see things.

On top of all that Activision Blizzard is in really bad shape when it comes to the quality of their games and being able to put games out, that alone is already a massive question mark.

 

[mckmas8808]

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.

That's a weird way to view this one poll. But okay.....

 

[adamsapple]

That's a weird way to view this one poll. But okay.....

I mean, isn't it the same case for all polls though.

 

[mckmas8808]

I mean, isn't it the same case for all polls though.

Not really. Your conclusions seem to be off in my opinion. It seems like you are stretching at what this poll could mean if gamers did what they said they'd do in this poll.

 

[DeepEnigma]

Lmao I thought we’ve been through this convo before.

War must be recycled if you can't find new things to war over. It's been slow news in the western front.