Tom Warren

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.

It was only mobile.

Like, that was their play.

Most people that play on Xbox Cloud Gaming are playing on an Xbox One or an Xbox Series S or X. An Xbox One is because they can't play the games because they're exclusive to Series S and X now.

So I think their problem is they're stuck with that

amount of loyal customers you know it's not not a problem because it's good to have loyal customers right but they want that growth they've acquired all these companies they were expecting to be better at mobile better at cloud but apple google have not allowed them to do that we all know why they don't they won't open up their stores because if they did microsoft and sony would completely dominate right and they wouldn't have a store for one of the most lucrative

revenue streams on the App Store.

So I think that's the key thing, is that they can't get to mobile easily.

And they've been playing around, trying to work around it, and they've done cloud gaming and all that sort of stuff.