For whatever its worth, verified insider Klobrille (one of the most reliable Xbox leakers, along with Shinobi, leaked acquisitions of Playground Games and Obsidian) is in the ResetEra Xbox thread right now, albeit using cryptic language, suggesting Xbox Live (and the mp paywall with it) may be going away entirely. You heard that right.
In response to someone posting the following tweet from Brad Sams:
Prediction: Xbox Live Gold goes away and gets wrapped into GamePass at $9.99 a mo for everyone.
— Brad Sams (@bdsams) July 19, 2020
Klobrille responded:
https://www.resetera.com/threads/xbox-game-studios-otx-you-had-me-at-halo.246538/page-92
Yea ... No.
XBL Gold is an artificial barrier that prevents a frictionless ecosystem between consoles, PC, and xCloud. That's why it's a problem and significantly raising the entry cost for online multiplayer would only make the situation worse and practically kill their console online population.
In response to the following post:
Please tell me your'e implying what I think your'e implying o:
Other posts ITT:
He didn’t just say what I think he did, did he?
Klobrille responded:
The question is not if the online multiplayer paywall falls. The question is when.
This would potentially be a VERY bold move. The implications of which would put Sony in a very compromising position.
Sony would be left holding the bag, and either be forced to follow suit, forfeiting a massive revenue stream of $2-3 billion dollars, or keep the PS Plus MP paywall, and look out of touch. Playstation Plus is one of the primary revenue streams of not just Playstation, but Sony as a whole. Billions of dollars were talking here. To put this in perspective, it makes $2-3 billion, and Sony as a company made $5.3 billion dollars in the fiscal year ending march 2020.
Its not a question of IF Sony would be forced to follow suit (they will) but Microsoft has already done the legwork of retooling their business model and pivoting their incentive structure away from a Live Services paywall and towards a "netflix style" games delivery platform. They've also already built up brand equity around GamePass. So when they drop the paywall, they have something in place to replace it with.
With Sony, they would have to do a HARD pivot of their business model. You cannot just flip a switch at the last minute on a $2-3 billion service that makes up more than a THIRD of your entire companies annual operating profits. They have investors and quarterly financial projections to meet. They could rebrand/retool their business model to compete with MS, and introduce their own "GamePass" style subscription service, but anything they did would require a refractory period before it yielded results.
While im not putting my full weight behind this, I think Cows would be wise to calm down and wait for next thursday before making fools out of themselves.
Wait until AFTER next week to start the fake panic/concern/FUD.
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