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熟悉微软的科技新闻老记Paul Thurrott对微软最新财报分析文章中提到实际上微软游戏部门从未真正盈利。
一个不可告人的秘密微软的XBOX游戏业务从未真正创造利润。
大掌柜纳德拉说我们的游戏部门总营收超过90亿刀。90亿营业收入不是利润。所以说营收在增长,然后谁告诉我growing profitably到底什么意思?是说游戏业务即将盈利?还是说只是在推动应收增加?这到底是错误陈述还是什么的?我猜纳德拉的意思是使用率和订阅率之类的在提高。但我可以明确的说微软的游戏部门根本没利润。
Gaming is “growing profitably”? Wait. What?
One of the dirty little secrets of Microsoft’s Xbox/gaming business is that it has never actually turned a profit. So I was curious to hear Mr. Nadella utter these contorted words last night: “Our gaming business is now more than $9 billion, and growing profitably.” So. $9 billion is revenues, not profits. So growing means that revenues are growing. And growing profitably means … what? That the business is “becoming profitable”? Or is it just growing revenues positively? Was this a misstatement? What does that mean? Here’s my guess. He means usage and engagement are growing. Because I can state this with certainty: Microsoft’s gaming business is not profitable. In fact, it’s undergoing a digital transformation of its own.
https://www.petri.com/paul-thurr ... s-special-edition-7
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