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Forums - Microsoft Discussion - MICROSOFT FY15 Q2: Analyst estimates beaten again. Revenue $26.5bn, Op income $7.8bn. Xbox 6.6m shipped.

 

Quarterly combined Xbox shipments?

2.5m to 3.0m 58 22.92%
 
3.1m to 3.5m 12 4.74%
 
3.6m to 4.0m 13 5.14%
 
4.1m to 4.5m 9 3.56%
 
4.6m to 5.0m 17 6.72%
 
5.1m to 5.5m 14 5.53%
 
5.6m to 6.0m 17 6.72%
 
6.1m to 6.5m 16 6.32%
 
6.6m to 7.0m 58 22.92%
 
7.1m to 7.5m 37 14.62%
 
Total:251
Seece said:
DerNebel said:
Seece said:

huh, no I just added the 4.4m VGC figure myself from Nov 1st to jan 3rd.

Lol, you're talking about 2 different 4.4 millions, he means the 4.4 million PS4s that Sony announced to have sold in the last 6 weeks of 2014.

I thought that was 4.1?

Then he might've just misremembered, he was definitely talking about the PS4 number though.

Edit: Might have even been my fault, I said 4.4 million in my post on the last page, looks like I was the one that misremembered.



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Seece said:
Teeqoz said:
Seece said:

Impressive isn't it? Totally believeable as well tho, did according to vgc 4.4m WW Nov and Dec, with 2.5m in US according to NPD. That's a 57% share from US which is in line with WW LTD's.


Would just like to note that the 4.4 million thing was from 21st november onwards. Not the entire Q....

huh, no I just added the 4.4m VGC figure myself from Nov 1st to jan 3rd.


It was meant for Psrock, who said that VGC had the XBO selling more in the q than Sony said the PS4 did.



kowenicki said:
SWORDF1SH said:

Any update? 


what do you mean?

My bad, I thought the 26th was yesterday. Not sure why I thought MS would announce financial results on a Sunday.



4 hours.



 

For those interested. Here is my original prediction for MS & Sony sell in figures.
I made this prediction back in January and said the X1 would finish on 11.7m sold in and PS4 would finish on 18m sold in. I haven't changed my predictions at all apart from Sony's final sell in figure which I bumped up to 19m once they started to quote sold in numbers in their financial reports.

As you can see, in regards to Xbox One i really overestimated Q2 sales and that means my overall prediction is probably going to be around ~600k to high.

My PS4 prediction of 19m will probably be a bit low now as we now have been told that 18.5m is sold through so sold in will likely be higher than 19m, probably more than 19.5m as well.

Overall I think it's a not a bad prediction for 1 year in advance. What are your thoughts?

 

It's a shame that I can't accurately update MS sold in figures for Q2,3 and 4 so I've just estimated to the best of my ability. 



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Jabbamk1 said:

For those interested. Here is my original prediction for MS & Sony sell in figures.
I made this prediction back in January and said the X1 would finish on 11.7m sold in and PS4 would finish on 18m sold in. I haven't changed my predictions at all apart from Sony's final sell in figure which I bumped up to 19m once they started to quote sold in numbers in their financial reports.

As you can see, in regards to Xbox One i really overestimated Q2 sales and that means my overall prediction is probably going to be around ~600k to high.

My PS4 prediction of 19m will probably be a bit low now as we now have been told that 18.5m is sold through so sold in will likely be higher than 19m, probably more than 19.5m as well.

Overall I think it's a not a bad prediction for 1 year in advance. What are your thoughts?

 

It's a shame that I can't accurately update MS sold in figures for Q2,3 and 4 so I've just estimated to the best of my ability.

You already said all overstimated Xbone and understimated PS4.

But the predictions was really good.



ethomaz said:
Jabbamk1 said:

For those interested. Here is my original prediction for MS & Sony sell in figures.
I made this prediction back in January and said the X1 would finish on 11.7m sold in and PS4 would finish on 18m sold in. I haven't changed my predictions at all apart from Sony's final sell in figure which I bumped up to 19m once they started to quote sold in numbers in their financial reports.

As you can see, in regards to Xbox One i really overestimated Q2 sales and that means my overall prediction is probably going to be around ~600k to high.

My PS4 prediction of 19m will probably be a bit low now as we now have been told that 18.5m is sold through so sold in will likely be higher than 19m, probably more than 19.5m as well.

Overall I think it's a not a bad prediction for 1 year in advance. What are your thoughts?

 

It's a shame that I can't accurately update MS sold in figures for Q2,3 and 4 so I've just estimated to the best of my ability.

You already said all overstimated Xbone and understimated PS4.

But the predictions was really good.

I do wonder what Information we'll get today from Microsoft. At the moment we can estimate that Xbox 360 shipments for Q4 will probably be around 1.8m-2.4m with ~2.1m being what I think. That would give 360 over 4 million (around ~4.2m) shipped for 2014. 

With that in mind i'd expect Microsoft to announce cumulative sales of X1 and 360 to be around ~6m

If it's well over 6 million then the Xbox One will have had an amazing Q4. If the number is more towards 5m or lower then it wouldn't be a great sign for worldwide shipments of X1 despite strong sell through in the US + UK. 



kowenicki said:
Post 2 has the full expectations.


Jeez. What's your problem? This is a discussion forum. I just want to speculate what we could see in terms of units shipped. That is not covered by post 2 at all. You say you don't want people to post about "petty warz" yet you're the biggest xbox guy on this forum who isn't objective at all. At least my posts are objective. 

So either answer my post with your thoughts..... Or don't bother. That's what a discssion forum is....

 

User was moderated for this post.

--Veknoid_Outcast



kowenicki said:

Anyhow.... We should expect revenue to be up and profit margins down.


Revenue up around 10% and profit down around the same as they continue dealing with the integration of Nokia and the lay offs.


This is also in line with the shift to cloud and the promotion of repeat income licencing fees that MS is using to reposition itself for the longer term.

I wonder how the next FY will pan out for them with Windows 10 being given away to such a huge amount of people (70% of the market).



 

kowenicki said:
Seece said:
kowenicki said:

Anyhow.... We should expect revenue to be up and profit margins down.


Revenue up around 10% and profit down around the same as they continue dealing with the integration of Nokia and the lay offs.


This is also in line with the shift to cloud and the promotion of repeat income licencing fees that MS is using to reposition itself for the longer term.

I wonder how the next FY will pan out for them with Windows 10 being given away to such a huge amount of people (70% of the market).

Its not that big of a deal these days.  Over 50% of revenue is commercial licensing now and windows is an ever shrinking source of revenue.

They are morphiong to open source.   There is no doubt.

Fair enough. I'm hoping it's offset by the increased interest in Windows Phone (however naive that may be).

MS need to nail this synergy approach.