According to insider Jez Corden, the company is considering abandoning the addition of new Call of Duty installments to the subscription on the day of their global release. This would be a sharp turn, considering that the series was one of the arguments for the $69 billion deal with Activision Blizzard.
The reason is financial. Adding Call of Duty to the subscription attracted an audience, but it hurt sales. According to unofficial data, Microsoft lost up to $300 million in potential revenue from copies that could have been sold at full price.
It seems that the model with expensive AAA games in a relatively cheap subscription has reached its limit and is no longer paying off.
The news caused a stir. Players fear that Microsoft is trying to "squeeze the toothpaste back into the tube." Many note that at an Ultimate price of $30 per month, removing such a bonus without reducing the cost would be "extremely unfair."
Fans have warned of a strong negative response – for many, "day one releases" were the main reason to stay in the Xbox ecosystem.
If Corden's information is confirmed, Microsoft will break the promise made when purchasing Activision.