Kyuu said: Xbox HW revenue for the quarter increased 13%, driven in part by a higher average price (bigger Series X share?) compared to the same quarter a year ago. So it's reasonable to estimate a 10% increase in units shipped if not less. Does this align with our sell through data? Are we assuming a much smaller gap between shipped and sold for this quarter vs a year ago? Pretty sure we have Xbox growing much more than just 10% for the quarter, but I'd like to know the exact percentage. |
I didn't see Microsoft mention anything about the increase in Xbox hardware revenue was due to a higher average price. What I saw was actually less Series X stock available in at least September.
Welfare estimates Xbox Series shipment is at 18 million, while we have sell-through estimates of 17.15 million units for a gap of 850K between shipped vs sold.
Xbox Revenue Q3 2022 (July - September)
— John Welfare (@Welfare_JBP) October 25, 2022
Content & Services: ~$2,810,000,000 (Calculated)
Hardware: ~$800,000,000 (Calculated)
Total: $3,610,000,000
I estimate 2,100,000 Xbox Series were shipped last quarter.
Life To Date around 18M pic.twitter.com/Hewx7cpVmy
VGChartz Sales Analyst and Writer - William D'Angelo - I stream on Twitch and have my own YouTube. Follow me on Twitter @TrunksWD.
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