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

[binary solo]

kowenicki said:

walsufnir said:
Oh, interesting. I guess they are doing fine as always
Curious to see Xbox numbers and Windows Phone numbers. The Lumias are so tempting... But my Nexus 4 won't die

I cant even begin to guess either.  I have no faith in the tracking at the moment, so it is really difficult to say.  How much did 360 fall this year? How much has ONE shipped?  Who knows....? 

How can you have no faith in the tracking at the moment when VGC was about as close to NPD in the Xb one tracking as they have ever been? Is it because when they adjusted PS4 down they also adjusted Xb one down? In the case of the USA that downward adjustment seems to have been born out by the NPD result. And the downward adjustment also makes sense in the case of the UK with the independant information that came out regarding PS4 Dec sales and cumulative Nov+Dec sales vs Xb one. If VGC had to adjust down PS4 in the UK to get the LTD aligned with Sony PR, then is was absolutely necessary to adjust Xb one down in oder for VGC to be reasonably consistent with independant UK hardware tracking. Rest of world is of course a different matter. But as UK+USA seems to be 71% of Xb one's market then reasonable accuracy in those two markets pretty much means total Xb one will be reasonably accurate.

IIRC VGC adjusted UK for Xb one when the 1 million was announced for the UK. But I might be wrong in that recollection. Was the 1 million mark pegged as mid-November?

Unless of course you think Xb one is overtracked here. Some people claim Gafers are estimating Xb one at 10 million sell through as of 3 January. But I have no idea of the basis for any Gafer predictions, as they have less information to go on that VGC.

Anyway, Billions in profit no doubt thanks to the core business. Positive PR about Surface, WP and Xb one. Due to the over all make up of the D&C division I expect it to be profitable. D&C's profit will probably exceed Sony's and Nintendo's total operating profit for the quarter. But we will have no clue about whether Xb one is profiting or not. XBL revenue will be across 7th and 8th gen. Game sales will be across 7th and 8th gen and PC. However Xb one is performing financially will be hidden from public view. Only senior people in MS will know.