“We want to be in a position to offer Xbox and content from both us and our third-party partners across any screen where somebody would want to play,” Xbox head Phil Spencer said in an interview with the Financial Times back in March. In March 2024, the EU’s Digital Markets Act will indeed force Apple to open up iOS and allow third-party app stores, which are already allowed on Android. However, Microsoft still aims to launch an Xbox mobile games store on iOS and Android as soon as next year. If Microsoft eventually didn’t pursue this strategy, it’s doubtful that Apple would ever allow Microsoft to offer a game subscription service on iOS, considering that it would compete with its own Apple Arcade subscription. This would be quite similar to how Apple Arcade and Google Play Pass work on iOS and Android, respectively, though the latter also includes access to select mobile apps in addition to Android games. What Microsoft is describing here with its “mobile-native” Game Pass offering is a subscription service that would only provide access to native mobile games on iOS and Android. Additionally, we believe that an expanded catalog of mobile-native Xbox Game Pass titles could lower the cost of aggregating mobile-native content from other publishers,” the document says. Square Enix’s deep mobile catalog includes several premium titles (similar to console, with up-front pay gates) that would have substantial value for a subscription service. “Combining Square Enix’s robust mobile-native portfolio with our own could potentially help us create a mobile-native Xbox Game Pass SKU.
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