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$MSFT · Thompson: Xbox Game Pass Cannibalized Revenue Without Expanding Market, Division Should Be Spun Out
now playing · $MSFT
$TTWO···bullish· high· posben thompson
Thompson: GTA 6 Vastly Underpriced at $80, Should Charge $200 Given AAA Craftsmanship Pinnacle
GTA 6 represents the peak of pre-AI AAA game development with years of craftsmanship, giving Rockstar immense pricing power that the market underestimates at current $80 price poi…
$MSFT···bearish· highben thompson
Thompson: Xbox Game Pass Cannibalized Revenue Without Expanding Market, Division Should Be Spun Out
Game Pass failed to attract new gamers and merely cannibalized existing high-margin game sales, while Microsoft's living room strategy failed because consumers buy consoles for ga…