Branch2 Intelligence
Microsoft’s gaming strategy has misfired badly
Key takeaway
Microsoft's Xbox supply-chain crisis threatens hardware availability during peak holiday season.
- Step 11st-order: Xbox supply-chain disruption reduces console production and availability.
- Step 22nd-order: Sony PlayStation captures market share as consumers switch to available alternatives.
- Step 33rd-order: UK gaming retailers face inventory shortages for Xbox and increased demand for PlayStation, altering sales mix and margins.
Source: The Economist Business
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