GUAPZILLA(PeeCeeMW)

Craziest stat from Xbox's layoffs. Microsoft spent $83.5bn+ on acquisitions getting Xbox to 22k employees, not too far off being DOUBLE PlayStation's headcount. Only to utterly GUT Xbox to having almost the SAME number of employees as PlayStation just 2-3 years later, and that's despite all of Playstation's own layoffs and closures. If these layoffs take Xbox down to around 12.8k employees as Bloomberg is reporting, Xbox will have axed a shocking 9.2k jobs or 42% of their workforce in just a few short years. That is an UNPRECEDENTED level of gaming layoffs, mismanagement and failure, completely eclipsing layoffs from other major publishers or what's typical of the industry. They essentially bought thousands upon thousands of employees, only to axe them. Remember all the dishonest cheerleaders, influencers, fanboys and propaganda merchants that said these acquisitions would be GOOD for the employees? Woe to them and anyone who still follows what they have to say. 2024 Xbox ~22,000 PlayStation 12,700 2026 Xbox ~12,800 PlayStation ~12,008 bloomberg.com/news/articles/…

Minecraft Dungeons II released on Sep 29. These results cover to 30 Sep, so 2 days of results are included. Gears of War: E-Day released Oct 6, and Modern Warfare 4 Oct 23, so they will appear in next quarters results (Q2), alongside GTA 6. So yes, I fully expect revenue growth.

#Microsoft #Xbox Q1 FY 2027 results (July to Sep 30 2026) Gaming revenue -2% ❌ Xbox content services revenue -2% ❌ Xbox hardware -14% ❌ Despite the launch of Call of Duty: Black Ops 1 and 2 ports, Halo: Campaign Evolved and Minecraft Dungeons II, revenue is still down across the board year on year. MS says results were "driven by declines in third-party content and Xbox Game Pass, partially offset by growth in first-party content." Company wide "operating expenses declined 3% driven by XBOX, partially offset by continued investments in R&D compute capacity and talent." It's also the 11th quarter (just under 3 years) of double digit hardware decline in a row, and an eye opening 16 out of the last 18 quarters of HW decline. Despite less HW revenue decline as a % this quarter vs prior quarters (partly due to higher hardware prices), it's still one of the lowest Q1's of Xbox hardware sales in the last 12 years of reporting. Total revenue for the quarter is $5.379bn, down $129m on the $5.508bn they had in Q1 FY27. Keep in mind sales and revenue decline is expected towards the tail end of a generation, what's not is larger decline starting so early in the gen like it did for Xbox. Again, the massive acquisitions, Game Pass focus, PC day and date and big multi-platform push have so far all failed to reverse Xbox's fortunes. --- P.S. some have questioned how specific revenue is reported despite Xbox not revealing exact figures in their annual reports. It's calculated based on % changes from when they did announce revenue figures, coupled with further clarification from more recent public figures (ABK recenue, FTC data etc).