Tom Warren

But yeah, I mean, the mobile stuff is still, I don't know their mobile strategy really.

Obviously, with Nintendo, they have a strong collection of IP, right?

They can leverage and they can be exclusive and they're always putting out great content that people buy the hardware for.

They don't have a problem there.

Microsoft's gaming output over the last decade hasn't been the strongest, right?

Recently, it's got a lot better, but they don't have the respect of the industry for their content either.

They just don't do the sort of storytelling that Sony does with PlayStation games.

They don't do...

that sort of content so they've had a content problem which is hence all the acquisitions right um but i think with the with the mobile stuff it's like what what essentially phil is saying here is that we need all this content to pull eyes away from tiktok right to put because no one is buying our console of a certain age right and they're worried that the

People my age, like 30s, 40s, they're the people that are keeping the consoles, but no one in their 20s right now is buying a console anymore.

That's their worry, and then the next generation is not going to buy consoles.

That's starting to impact Sony as well.

It's not a unique thing to Microsoft.

I don't know so much about Nintendo because they are very unique, definitely, with the Switch.

But I think that's their worry, and that's driven this whole thing for content.

It's

We need content, we need a way to get people on mobile, we need to meet people where they are, this whole thing of play across different devices on TV and all this sort of stuff, Xbox Cloud Gaming.

But the reality of it is that

where they're at now with, like, Xbox Cloud Gaming, it's their vehicle for cross-platform, no doubt, is that mobile is a small percentage of people who actually play on it, right?

And originally it launched as mobile.