Microsoft's Cloud Gaming Aspirations Revealed In Internal Email Leak
Portfolio Pulse from Franca Quarneti
Internal emails from the FTC v. Microsoft Corp case revealed Microsoft's plans to stream PC games over the cloud using its Azure servers. Microsoft CEO Satya Nadella and Xbox chief Phil Spencer discussed the potential advantage of Google's Stadia in cloud gaming. Spencer confirmed Microsoft's efforts to create an Azure solution for streaming PC games and mentioned the possibility of offering a white-label cloud gaming service. He also speculated that Google might shift Stadia towards a Google Cloud service and abandon its first-party consumer gaming service.
September 18, 2023 | 6:43 pm
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NEUTRAL IMPACT
Amazon's Luna was mentioned as a potential competitor in the cloud gaming industry by Microsoft's Xbox chief.
Amazon's Luna was mentioned as a potential competitor in the cloud gaming industry. This could potentially impact the company's position in the gaming industry.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Google's Stadia was mentioned as a potential competitor in the cloud gaming industry. However, Microsoft's Xbox chief speculated that Google might shift Stadia towards a Google Cloud service and abandon its first-party consumer gaming service.
Google's Stadia was mentioned as a potential competitor in the cloud gaming industry. However, the speculation that Google might shift Stadia towards a Google Cloud service and abandon its first-party consumer gaming service could potentially impact the company's position in the gaming industry.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
NEUTRAL IMPACT
Google's Stadia was mentioned as a potential competitor in the cloud gaming industry. However, Microsoft's Xbox chief speculated that Google might shift Stadia towards a Google Cloud service and abandon its first-party consumer gaming service.
Google's Stadia was mentioned as a potential competitor in the cloud gaming industry. However, the speculation that Google might shift Stadia towards a Google Cloud service and abandon its first-party consumer gaming service could potentially impact the company's position in the gaming industry.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Microsoft's plans to stream PC games over the cloud using Azure servers could potentially increase the company's market share in the cloud gaming industry.
Microsoft's move to stream PC games over the cloud using Azure servers could potentially increase its market share in the cloud gaming industry. This could lead to increased revenues and a positive impact on the company's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100