What If? Microsoft Carved Out Xbox Business | Pixels & Profits #4 (Part 1 of 3)

Welcome, everyone; this week, we are doing a new format called What If? We want to speculate on several scenarios and evaluate the pros and cons and potential strategic and financial implications based on these hypothetical scenarios.

In this episode, we discuss the potential and hypothesize the impact of an Xbox console business carve-out from Microsoft

We recorded this episode in 3 parts:
#1. Xbox carve-out
#2. Gaming smartphone
#3. M&A scenarios

Stay tuned for future episodes!

OUTLINE:
0:00 Intro
0:57 Console economics from Microsoft disclosures
9:30 Xbox unitary economics
12:15 Positive trends for Xbox business
13:10 Attractiveness of Xbox business
16:00 Leadership for Xbox business
20:26 Should Gamepass and Xbox be together?
24:48 Xbox viability of carve-out and business valuation
33:55 Potential acquirers for Xbox business

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