… In an internal memo to Xbox employees, seen by Notepad, Sharma revealed last week that there’s reason to be optimistic. “Growth slowed down and subscriber loss accelerated after the pricing and SKU changes last year,” said Sharma. “Since our price reduction we have seen acquisitions grow and retent… …
… It turns out not only is the retention better, but they spend much more. Multi-platform consumers spent three times as much as single line consumers as well. We launched the Uber One membership, now almost to 50 million members, growing really, really quickly. …
… Same thing with AI and with tech, the launch of that vertical this past year, at a moment in time that we went AI-first instead of tech-first for very specific reasons. …