Xbox |OT|

[G2ThaUNiT]

Revenue growth from hardware sales! Surprised Microsoft even lol. Looks like those massive price cuts over the holiday season did some good after all!

Expectations were Total Growth between 1.45x and 1.5x

Content and Services Growth between 1.55x and 1.6x pic.twitter.com/WWCSMjFSjG

— John Welfare (@Welfare_JBP) January 30, 2024

Going to get a little technical here, but Xbox hardware revenue of +3% is NOT using the Activision impacted revenue. It's going off the original Microsoft changes YOY

Total without Acti: +5%
Content and Service without Acti: +6%
Hardware: +3%

otherwise hardware would be +20%

— John Welfare (@Welfare_JBP) January 30, 2024