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Microsoft Results IN: FY14 Q3 XboxOne 1.2m, Xbox360 0.8m. Rev $20.4bn, Inc $7.0bn

Forums - Microsoft Discussion - Microsoft Results IN: FY14 Q3 XboxOne 1.2m, Xbox360 0.8m. Rev $20.4bn, Inc $7.0bn

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My prediction...

900k Xbones shipped
400k 360s shipped

Well I'm using the fact the 5 million shipped was for mid April like the news showed... so 900k for March 31st.



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sully1311 said:
Are we sure about the 1.1m X1 shipment? We don't know when the 5m to retailers was. It could of been on NPD day for we know, meaning that shipment will be lower than 1.1m.


No we arent.

But I doubt they have numbers up to the minute.  So it was at worst early April imo.

I'm going for 1.0m ONE's and close to 3.0m in supply for the 360. 

 

 



I'm not really here!

Link: Shipment History Since 1995


http://www.nasdaq.com/symbol/msft/recommendationskowenicki said:
gayclown said:
kowenicki said:
 k. http://economictimes.indiatimes.com/tech/hardware/htc-may-consider-buying-nokias-chennai-plant/articleshow/34053526.cmseanor said:
MSFT shares rose to much in the last 6 months, I don´t know if the market is way too optimistic or they can beat the expectation.

And all of this with a shriking PC market.

I'll file this in the cabinet with all the other posts from people with posts that seem to say: "I think MS is just about Windows license fees"

Come on.  I talk about this so often.  If anything MS is undervalued in its stock price by some margin.


Then expect it to be undervalued until 2015 bc the wall street forecasts say that the stock should slightly decline this year. (2)

Why is that? 

Nokia will be a drain on profit until ssy mid 2015 bc inintegrating and consolidating a company of that size is a very lslarge task (1).  Nokia also just had to hand an entire factory over to the Indian govt for their tax bill. Xbox brand is doing much worse than last year, there are several threads on this.  marissa Mayer, Ceo of Yahoo has continually cocomplained about the Bing deal that Yahoo has with Microsoft, and she has also repotedly been courting Apple to be the default search engine for the Apple suite of products.  If Yahoo is going or is tectechnically able to do this business for others then they dont need Microsoft to do it for them when this is a large expense that Yahoo is gigiving away.  Expect Yahoo to drop the Bing deal within 1 or 2 year regardless of what happens with Apple.MSFTT Server is only treading water bc it is seen as an upsell or addon product to the cloud business. However, linux and unix server platforms have gotten much more investment recently bc they are expected to grow.  Finally, Microsofts cloud business should grow but competion is growing as well, they will have to stay at the top of their game to keep second place in cloud. 

So it's more of a mixed bag, note rough spots than what we've seen a year ago, so expect that.

1. They arent buying all of Nokia.

2. Wrong, its a buy or hold for most and the average prediction is for a slight increase.  Also, analysts nearly always underestimate Microsoft performance. They ahve beat expectations more often than not.

Nasdaq collated analysts consensus as evidence:

 

 

There is far more where this comes from.

Try not to let your opinion cloud your judgement on factual financial information.

 


Nasdaq, as in the derivatives market mooitself polled several analysts who had higher numbers of "hold" reccomendations than "buy" or "dtrong buy" combined.   

http://www.nasdaq.com/symbol/msft/recommendations

Also, bot CNN and the Financial Times, the first two results popping up, both have a 12 month consensus market price of $40.00 , so it will go up  by a few pennies from the current price of 39.9xxxxx.  



gayclown said:
http://www.nasdaq.com/symbol/msft/recommendationskowenicki said:
gayclown said:
 


Then expect it to be undervalued until 2015 bc the wall street forecasts say that the stock should slightly decline this year. (2)

Why is that? 

Nokia will be a drain on profit until ssy mid 2015 bc inintegrating and consolidating a company of that size is a very lslarge task (1).  Nokia also just had to hand an entire factory over to the Indian govt for their tax bill. Xbox brand is doing much worse than last year, there are several threads on this.  marissa Mayer, Ceo of Yahoo has continually cocomplained about the Bing deal that Yahoo has with Microsoft, and she has also repotedly been courting Apple to be the default search engine for the Apple suite of products.  If Yahoo is going or is tectechnically able to do this business for others then they dont need Microsoft to do it for them when this is a large expense that Yahoo is gigiving away.  Expect Yahoo to drop the Bing deal within 1 or 2 year regardless of what happens with Apple.MSFTT Server is only treading water bc it is seen as an upsell or addon product to the cloud business. However, linux and unix server platforms have gotten much more investment recently bc they are expected to grow.  Finally, Microsofts cloud business should grow but competion is growing as well, they will have to stay at the top of their game to keep second place in cloud. 

So it's more of a mixed bag, note rough spots than what we've seen a year ago, so expect that.

1. They arent buying all of Nokia.

2. Wrong, its a buy or hold for most and the average prediction is for a slight increase.  Also, analysts nearly always underestimate Microsoft performance. They ahve beat expectations more often than not.

Nasdaq collated analysts consensus as evidence:

*edited out for brevity

There is far more where this comes from.

Try not to let your opinion cloud your judgement on factual financial information.

 


Nasdaq, as in the derivatives market mooitself polled several analysts who had higher numbers of "hold" reccomendations than "buy" or "dtrong buy" combined.   

http://www.nasdaq.com/symbol/msft/recommendations

Also, bot CNN and the Financial Times, the first two results popping up, both have a 12 month consensus market price of $40.00 , so it will go up  by a few pennies from the current price of 39.9xxxxx.  

So not down then, like you said originally.

Look at last years estimates... they estimated it might end the year flat.  Its up massively.



I'm not really here!

Link: Shipment History Since 1995


kowenicki said:
gayclown said:
http://www.nasdaq.com/symbol/msft/recommendationskowenicki said:
gayclown said:
 


Then expect it to be undervalued until 2015 bc the wall street forecasts say that the stock should slightly decline this year. (2)

Why is that? 

Nokia will be a drain on profit until ssy mid 2015 bc inintegrating and consolidating a company of that size is a very lslarge task (1).  Nokia also just had to hand an entire factory over to the Indian govt for their tax bill. Xbox brand is doing much worse than last year, there are several threads on this.  marissa Mayer, Ceo of Yahoo has continually cocomplained about the Bing deal that Yahoo has with Microsoft, and she has also repotedly been courting Apple to be the default search engine for the Apple suite of products.  If Yahoo is going or is tectechnically able to do this business for others then they dont need Microsoft to do it for them when this is a large expense that Yahoo is gigiving away.  Expect Yahoo to drop the Bing deal within 1 or 2 year regardless of what happens with Apple.MSFTT Server is only treading water bc it is seen as an upsell or addon product to the cloud business. However, linux and unix server platforms have gotten much more investment recently bc they are expected to grow.  Finally, Microsofts cloud business should grow but competion is growing as well, they will have to stay at the top of their game to keep second place in cloud. 

So it's more of a mixed bag, note rough spots than what we've seen a year ago, so expect that.

1. They arent buying all of Nokia.

2. Wrong, its a buy or hold for most and the average prediction is for a slight increase.  Also, analysts nearly always underestimate Microsoft performance. They ahve beat expectations more often than not.

Nasdaq collated analysts consensus as evidence:

*edited out for brevity

There is far more where this comes from.

Try not to let your opinion cloud your judgement on factual financial information.

 


Nasdaq, as in the derivatives market mooitself polled several analysts who had higher numbers of "hold" reccomendations than "buy" or "dtrong buy" combined.   

http://www.nasdaq.com/symbol/msft/recommendations

Also, bot CNN and the Financial Times, the first two results popping up, both have a 12 month consensus market price of $40.00 , so it will go up  by a few pennies from the current price of 39.9xxxxx.  

So not down then, like you said originally.

Look at last years estimates... they estimated it might end the year flat.  Its up massively.


The projected price was showing a decline as of last month and all this shows is that Satya isn't horrible.  Even you will admit that this year is a far cry from that "upward and onward" thing you constantly repeat.  



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kowenicki said:
sully1311 said:
Are we sure about the 1.1m X1 shipment? We don't know when the 5m to retailers was. It could of been on NPD day for we know, meaning that shipment will be lower than 1.1m.

No we arent.

But I doubt they have numbers up to the minute.  So it was at worst early April imo.

I'm going for 1.0m ONE's and close to 3.0m in supply for the 360. 

The only number we know is a "selll-in" number. That does not mean we know how many MS had actually manufactured by that quarter's end. Taking the sell-in number as fact assumes that the entire production was sold, which may not be true.



gayclown said:
kowenicki said:

So not down then, like you said originally.

Look at last years estimates... they estimated it might end the year flat.  Its up massively.


The projected price was showing a decline as of last month and all this shows is that Satya isn't horrible.  Even you will admit that this year is a far cry from that "upward and onward" thing you constantly repeat.  


Hmmm?  So whose alt are you?

This year is very much onward and upward.  The deals now in place for android licences, the nokia deal, the investment in data infrastructure, the opening up of windows licenses and products on other platforms, the new intitiatives recently announced by Satya... all qualify for that definition in my book.  It isnt just about constantly increasing rev and prof.  But that too will 100% come in the next few years.  You'll see.



I'm not really here!

Link: Shipment History Since 1995


Well I have to get back to work and I'll leave this thread and let the numbers speak for themselves after giving my opinion like a classy gentleman.



gayclown said:
Well I have to get back to work and I'll leave this thread and let the numbers speak for themselves after giving my opinion like a classy gentleman.


That will take years.  I too expect this quarter to be down YOY, but we all know individual quarters mean jack. We do know that dont we?



I'm not really here!

Link: Shipment History Since 1995


kowenicki said:
sully1311 said:
Are we sure about the 1.1m X1 shipment? We don't know when the 5m to retailers was. It could of been on NPD day for we know, meaning that shipment will be lower than 1.1m.


No we arent.

But I doubt they have numbers up to the minute.  So it was at worst early April imo.

I'm going for 1.0m ONE's and close to 3.0m in supply for the 360

 

 

Stop joking around, it will be at least 3.5m!

In all seriousness, VGC need to fix both 360 and PS3 figures, 360s moreso!