MSFT Q1 2015 Results: $23bn rev, $5.8bn profit and 2.4m Xbox shipped. Analystst estimates easily beaten.

[DonFerrari]

Puppyroach said:

DonFerrari said:

Puppyroach said:
So, that would put total X1 shipments at about 7.5-7.8mn is my guess. 5mn up until April + 0,7-0,8mn apr-Jun + 1,8-2,0mn jul-Sep. I am guessing maybe 500k undertracked since stores stock up for the winter.

with usa, uk and germany reported numbers don't think so. More probable an overship in T2 countries and China plus holiday stock up.

After the holiday quarter reports we will probably know more but I think it is more probable that they are somewhat undertracked, especially considering X1 has been available in alot of T2 countries for this whole year. I have a hard time thinking more than 1,5mn in the channels which would be ALOT for a new console.

You may be right but we will know for sure on a sold through custumers report from MS or january-march quarter shipment figures for replenishiment of Holiday.

I would agree 1,5m is too much in the channel for new or old console even more when that represents 2-3months of stock. But with several new countries launch and holiday stuffing I tend to the other side.

And normal Usa x world figures is in my favour and individual countries reports (like Spain 7:1 or 13:1 for Y14) helps as well.

And on tier 2 having consoles available prior to launch several ms supporters said because of price and availability the release would skyrocket x1 numbers (maybe not skyrocket but severely enhance it) and don't remember seing you denying it. So have t2 helped or not?