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The revenue breakdown must go somewhat similar to the following

 

Per unit kinect

Better material attach rate for the 45 million Xbox installed base $150

Higher adoption and market share gain for the console itself Assuming 20% of those buying Kinect are new owners $300 * 0.2 = 60

An uptick from the sale of new titles = $40 * 5 ($40 average game price and 5 games per kinect) = 200

Lower attrition and higher gross new subscriber growth for Xbox Live users let say kinect keeps half its install base on Live for one year longer, which is $60 per year afaik so that's $30.

 

So each kinect nets a total of $440 revenue.

 

$2 billion / $440 = 4.55 million unit sales.

 

Well, unless my maths is wrong anywhere, then I think the only conlusion I can draw is that these people are talking about this year only, they started with the 5 million sales figure and worked out how much people would be spending on each one to get 2 billion