| TheSource said:
Continued leadership position in console market
1.3M consoles sold, down 9%
Xbox LIVE members >46 million, up 18%
Transactional revenue grew double the rate of member growth
Windows Phone momentum
161 billion minutes of calls on Skype in quarter, up 56%
EDD revenue increased, primarily due to higher Xbox 360 platform and Windows Phone revenue. Xbox 360 platform revenue increased $641 million or 55%, primarily due to the recognition of $380 million of revenue related to the Video Game Deferral and higher Xbox LIVE revenue. Windows Phone revenue increased $259 million, including patent licensing revenue and increased sales of Windows Phone licenses. EDD operating income increased, primarily due to revenue growth, offset in part by higher cost of revenue and research and development expenses. Cost of revenue increased $275 million or 23%, due mainly to increased royalties on Xbox LIVE content and video games. Research and development expenses increased $113 million or 28%, primarily reflecting higher headcount-related expenses. http://www.microsoft.com/Investor/EarningsAndFinancials/Earnings/SegmentResults/EntertainmentAndDevicesDivision/FY13/Q3/performance.aspx
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I really like those numbers, a decease in xbox 360 sales is understandable as the product life cycle is in decline, but yet an increase in xbox live, thats the telling number, that means more and more consumers are entering microsoft ecosystem, and as apple has shown getting them is have the battle, once you get them in your ecosystem wp8, skype, skydrive, etc all become more appealing, even if those xbox live memberships are from silver, 1 month temporary subs, or whatever there is still a positive attachment rate, some of those consumers are going to stay and start to buy things
"We're in the business of making money" said by every company ever known
