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Forums - Microsoft - MS Q1 2011 Earnings Release - Official Thread

Seece on 28 October 2010
Microsoft Fiscal Year 2011 First Quarter Earnings Conference Call
October 28, 2010; 2:30 PM - PT

So 10:30 BST? less than 4 hours.


 

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Linkzmax on 28 October 2010
Seece said:
Slimebeast said:

It needs to be at least 3.5 million or else VGC sales numbers of the X360 might be adjusted down.

Last few quarters shipments have been low and Sony has been catching up immensly, Mi crosoft needs to step it up and show a huge shipment quarter f

Not so, the gap in sales and shipments last Q was 1.7. They need to ship 3.4 to match that gap, but then 360's have been selling at a much much faster rate, so anything as low as 1 mill on shelves is possible. Actually if they posted 3.5 mill shipped we might see adjustments up.


Where do you get 1.7 from? It hasn't been that large since December's numbers and the current gap is already 0.9-1M depending on which shipped numbers to go by: http://gamrconnect.vgchartz.com/thread.php?id=113854&page=1#



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ethomaz on 28 October 2010
Linkzmax said:
Seece said:
Slimebeast said:

It needs to be at least 3.5 million or else VGC sales numbers of the X360 might be adjusted down.

Last few quarters shipments have been low and Sony has been catching up immensly, Mi crosoft needs to step it up and show a huge shipment quarter f

Not so, the gap in sales and shipments last Q was 1.7. They need to ship 3.4 to match that gap, but then 360's have been selling at a much much faster rate, so anything as low as 1 mill on shelves is possible. Actually if they posted 3.5 mill shipped we might see adjustments up.


Where do you get 1.7 from? It hasn't been that large since December's numbers and the current gap is already 0.9-1M depending on which shipped numbers to go by: http://gamrconnect.vgchartz.com/thread.php?id=113854&page=1#

Before VGC adjustments was 1.7m I guess.



Seece on 28 October 2010
Linkzmax said:
Seece said:
Slimebeast said:

It needs to be at least 3.5 million or else VGC sales numbers of the X360 might be adjusted down.

Last few quarters shipments have been low and Sony has been catching up immensly, Mi crosoft needs to step it up and show a huge shipment quarter f

Not so, the gap in sales and shipments last Q was 1.7. They need to ship 3.4 to match that gap, but then 360's have been selling at a much much faster rate, so anything as low as 1 mill on shelves is possible. Actually if they posted 3.5 mill shipped we might see adjustments up.


Where do you get 1.7 from? It hasn't been that large since December's numbers and the current gap is already 0.9-1M depending on which shipped numbers to go by: http://gamrconnect.vgchartz.com/thread.php?id=113854&page=1#

Q ending June 30th - 41.7 mill shipped
Q ending June 30th - 40 mill sold (according to VGChartz)
Ah .. I only checked last night after adjustments .. perhaps I checked wrong week.



 

ethomaz on 28 October 2010
kowenicki said:

well the source expects 3.2m... so I guess thats a minimum

He expected 2.7m for Wii too.

Edit - I got now... sarcarm.



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Seece on 28 October 2010
ethomaz said:
kowenicki said:

well the source expects 3.2m... so I guess thats a minimum

He expected 2.7m for Wii too.

*facepalm* you don't get the joke.



 

ethomaz on 28 October 2010
Seece said:
ethomaz said:
kowenicki said:

well the source expects 3.2m... so I guess thats a minimum

He expected 2.7m for Wii too.

*facepalm* you don't get the joke.

I'm slow today... posting in VGC while I'm in a boring call metting.



Seece on 28 October 2010
ethomaz said:
kowenicki said:

well the source expects 3.2m... so I guess thats a minimum

He expected 2.7m for Wii too.

Edit - I got now... sarcarm.

rofl .. still don't get it xD



 

Hapimeses on 28 October 2010
kowenicki said:

well the source expects 3.2m... so I guess thats a minimum


It's certainly an influencing factor on my 3.5-4 million figure.



Hapimeses.com

 

whatever on 28 October 2010
kowenicki said:
whatever said:
kowenicki said:
whatever said:

It will be interesting to see the impact of Kinect development costs and if that puts them back in the red (along with Windows Phone 7).



So you think Kinect development cost all happened during last quarter?    That must be the quickest development of a product ever!  3 months from conception to release. 

Kinect development costs will have been mostly accounted for previously.... from here on its marketing costs.

And you base this on what, besides pulling it out of your A@$.


I base it on common sense and having a clue about how these things work......

As far as Kinect is concerned the R&D was done and finished with a while back.  The last quarter will be mostly manufacturing/distribution costs, the next quarter will be heavy on marketing costs.

When you spend a dollar on the R&D, manufacturing or marketing of a product it goes in the accounts that day, you dont hold that dollar transaction item over until a product is near release or is released.

Try not to be so rude and ignorant in future....

 

Again, these are all guesses on your part, you have no evidence to back it up.  If you have links, etc., then let's see them.

As for your last statement, I believe it's called projecting...