One of the things that we know is that Microsoft is positioning XCloud as a White Label service. This means that XCloud will be available to any company that is wanting to create a Game Streaming service. I think this is a genius move of Microsoft, positioning XCloud as a white label service to push Xbox Live, Mixer etc to 2 Billion gamers.
Since XCloud is based on Xbox hardware and developers can develop on both Xbox Consoles and XCloud with no changes.
I can see a situation where Ubisoft's service is based on XCloud, where Ubisoft's games have Xbox Live, Mixer, Xbox Controller and many of Microsoft's services as the backbone, but all under Ubisoft's sub service.
Walmart, Verizon is also rumoured to be developing a Game Streaming service, they could base their service on XCloud, where those games run natively on Xbox Consoles and Streamed to any device and have Xbox Live, Mixer, Xbox Controller support.
The reality of the industry moving forward is that Publishers and Cloud Giants are going to become more increasingly powerful and that they will explore their own service, however, Microsoft is still retaining an ecosystem of Xbox Live, Mixer, Xbox Controllers etc despite Ubisoft, EA, Activision developing their Streaming service.
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