Looking at Asha Sharma's track record of having no experience in anything related to gaming, don't color me surprised when in 6 months the foisted narrative will be 'well, do we even need an Xbox?'
Phil Spencer had already put it in the ditch by the time she took over. “Everything is an Xbox” was a joke of a strategy, spending $70 billion on a company with a weak slate in the Activision purchase
I'm not sure thats all on Phil. He was told they needed 30% profit margins or else. He was grasping and trying to make that happen when they only had 12% (market average was something like 10). This really feels like Phil was setup to take a fall and Asha is swooping in to either be a hero or sell it all off so Microsoft can focus on AI.
That’s a fair point. I do think Game Pass was a major strategic misstep, but I assume they were also pushed to show regular recurring revenue which obviously flies in the face of a traditional game publisher’s revenue pattern.