Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · E3: Microsoft's Focus on Xbox Games Over Console Price · 13 Jun 2018
podcast
just getting consoles out there.
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Xbox has undersold PlayStation 4 by a pretty wide margin.
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They're probably not going to ever close that gap because it's five years now and they're well behind.
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So I think what they're doing is really trying to play to their strengths.
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It is.
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This is where
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you know, the focus of the business has really come away from, you know, plastic discs sold at retail.
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It's more about kind of a sustaining, recurring digital revenue stream.
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And so Microsoft is putting some big investments here.
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One thing I didn't mention in my column, but our colleague Sarah Needleman wrote in her story, is that Microsoft also has bought four new game studios.
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These are smaller studios, and they also took, and they formed another partnership with one, and these are, again,
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ways to increase the amount of games and content that they have control over that are going to move over their systems, and that ideally improves the economics even more.
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It is, and that actually, in their latest fiscal quarter, they actually disclosed a really huge jump in revenue from essentially video game services and software.
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That was primarily due to Fortnite because when people were playing Fortnite over the Xbox, you need to have an Xbox Live account and a subscription to be playing that with your friends.
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Lots of people are playing that game, so Microsoft benefits from that.
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They do benefit more from the games that they actually own, and I think that's why they're trying to propel more of their own content in this and, you know, ideally...
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Big hits like Fortnite, it's hard to copy and just say you're going to have that because those are, by nature, they're a big surprise.
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But if they get more people using the titles that they own, that's even better economics for them.
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Yeah, because as they grow their services more, as they get more people using the services on a sustained basis, there's less reliance on that.
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you know, console hardware to sell it.
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Showing 341–360 of 617 · page 18 of 31
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