Xbox Game Pass(XGP)

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微软正式关闭影视内容商店 战略收缩聚焦游戏主业
Huan Qiu Wang· 2025-07-19 04:01
Core Viewpoint - Microsoft has officially ceased the sale of movies and TV shows through its official website, Windows Store, and Xbox Store, marking a significant shift in its digital entertainment strategy [1][3]. Group 1: Strategic Shift - The decision to exit the streaming content sales market is a culmination of a long-term trend, as Microsoft had previously attempted to position Xbox One as a "home entertainment center" in 2013 but faced challenges from dominant streaming platforms like Netflix and Disney+ [3]. - Microsoft's withdrawal from the streaming market is seen as a necessary move to refocus on its core competencies, especially as its gaming business has shown consistent double-digit revenue growth over the past four quarters [3][4]. Group 2: Market Context - The exit from the streaming market reflects the intense competition in the sector, with tech giants like Apple and Amazon increasing their investments in original content, while traditional media companies are restructuring to cope with these challenges [4]. - Microsoft is shifting resources towards its Xbox Game Pass (XGP) subscription service, which has surpassed 50 million subscribers as of Q2 2025, becoming a cornerstone of its entertainment ecosystem [4]. Group 3: Business Implications - Following the $68.7 billion acquisition of Activision Blizzard in 2024, gaming revenue has surpassed 30% of Microsoft's overall income, making it the second-largest profit source after cloud computing [4]. - The closure of the film store and the reduction of non-core teams indicate that Microsoft is fully committing to a "games-as-a-service" future, especially with the Xbox Series X|S sales exceeding 80 million units [4].