Overall, you can already get a pretty good idea of how everything could work together. Even though the first tests apparently did not go well, it is only a matter of time before the technology improves. At the same time, they offer HoloLens VR goggles and supply the US military with goggles for testing. So while Google is withdrawing from this market, Microsoft is going all in. I never saw any serious advertising for it, and many casual gamers and those I spoke to had never heard of Google Stadia. Google Stadia was a decent product, but they needed to communicate the advantages more. In addition, Google ( GOOG) ( GOOGL) has only recently withdrawn from this market, which came as quite a surprise, and in my opinion, came too quickly. But this shows that it plays a significant role in Microsoft's long-term plans. I recently switched to Windows 11 and was initially a bit annoyed by the intrusiveness of the references to the Xbox Game Pass since I don't own an Xbox. They are already the leader in cloud computing and dominate the PC market with Windows. After all, Microsoft is already one of the very few manufacturers of game consoles and already offers a subscription model with Xbox Game Pass. He justifies this historically and also with Microsoft's recent successes. That Microsoft is fully committed to games are not my words, but come from Microsoft CEO Satya Nadella in 2021. When you talk about Xbox's mission to bring the joy and community of gaming to everyone on the planet, which I absolutely love, this is precisely what I think of when we think about Microsoft's mission, which is to empower every person, every organization on the planet to achieve more. Gaming is fundamentally aligned and woven into our mission as a company. Our oldest currently supported software franchise is in fact our game Microsoft Flight Simulator, which we released three years before the first version of Windows, even. ![]() ![]() I want to discuss where the rumor comes from and how it could fit into Microsoft's strategy. Although the takeover of Activision ( ATVI) by Microsoft ( NASDAQ: MSFT) hasn't even been completed yet, there are already rumors about the next target, and it's supposed to be an even bigger fish: Netflix ( NFLX ). There is a new rumor on the acquisition horizon. MrIncredible/iStock Editorial via Getty Images Thesis
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