2026年9月10日

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Wedbush Analyst: Microsoft’s Next-Gen Xbox “Dead” Due to Game Pass

Michael Pachter, strategic advisor at Wedbush Securities, has expressed a bleak outlook for Microsof...

2026年2月4日 來源: www.myzaker.com

Michael Pachter, strategic advisor at Wedbush Securities, has expressed a bleak outlook for Microsoft’s next-generation Xbox, expected in 2027:

“I believe this console is ‘dead.’ Microsoft’s heavy push of Xbox Game Pass undermines the value of the console itself.”

Key criticisms of Game Pass (XGP):

  • Subscription is all-or-nothing
  • $30/month (≈ ¥206 RMB) is too high
  • Annual subscription cost (~$360) far exceeds the price of a single $70 game

Pachter suggests a $10/month model with full access would be more consumer-friendly and likely more successful.

Pachter is known for his outspoken views:

  • 2018: Supported loot box acceptance by consumers
  • 2022: Criticized Sony’s $3.6B Bungie acquisition as overpriced
  • 2022: Predicted Activision Blizzard’s integration could push XGP users to 100M, with potential growth to 200M over 10 years

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