But not game console level software sales. Xbox has 1) recurring revenue from online subscriptions 2) recurring GamePass revenue 3) a huge library of games and

But not game console level software sales. Xbox has 1) recurring revenue from online subscriptions 2) recurring GamePass revenue 3) a huge library of games and gamers who tend to buy many games often. Average software spend for Quest 2 is estimated at $125/user [1], which is a mere 2 games without DLC on Xbox. By contrast I'd be willing to bet software revenue/user for Xbox is well in the hundreds. [1] https://arinsider.co/2021/08/02/how-many-quest-2s-sold-in-q2/ https://arinsider.co/2021/08/02/how-many-quest-2s-sold-in-q2...