[datakan]

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.

[bathtub365]

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.