Fresh off the back of Q4, where Microsoft shipped 8 million Kinects, and with demand still high, how many Kinects will MS ship Jan 1st to March 31st?

In the latest report MS have stated they expect 50% growth YoY in revenue this Jan/March Q for the EDD.

Last year they posted $1.67 billion revenue. So a 50% increase on that takes us to  $2.51 billion revenue, a $840 million increase YoY (wow!)

Obviously the main reason for this increase is Kinect, but no soley. The 360 HW hasn't changed since last year in terms of revenue, we W7 and increased 360 HW sales amongst other things.

If all that revenue increase is attribuited to Kinect though, it comes out at 5.6 million Kinect devices.

Then again this is without factoring in bundles and the $50 off on each Kinect bundle SKU.

So the info is pretty cloudy but they're obviously expecting a big jump in revenue, mainly from Kinect.

Thought they expect 50% YoY revenue growth for the current quarter and for FY2011 a total of 40% YoY growth for the entire  year (July 2010 through June 2011).

Just checked that is what they said. 

For FY2011 Q3 (Jan through March) they expect revenue to grow from 1.665Billion to 2.5Billion.

So for FY2011 they expect revenue to grown from 8.058B to $11.3Billion. They are already at 5.5Billion from Q1 and Q2.  So over the next 2 quarters they expect to slightly beat the first 2 quarters.

Now realized EDD is not just Xbox.  Sure they expect WP7 to contribute more to this as well. They also expect Q4 to be better than Q3.

Doh, I knew I got it right first time, I corrected to 40% for the next Q, but it's 50% this Q and 40% overall fiscal year, thank you!

I stubbornly stick to my prediction of it tracking similarly to 32X, so sharp drop incoming :<

Between 2 and 3 m. It always sold over 200k so far, but sales are slowly falling, maybe that next week it'll be under 200k, but if it sells over 150 through Q1, then yea deffinately over 2m.

806,000 kinect have been sold -according to VGC so far, there're 13 weeks in Q1, with 3 already over, 10 are left, so to get past 2m sold, it need to sell a bit less than 1.2m, averaging 120,000 per week, It's completely possible and I think it'll happen. So with 2m sold, over 2m shipped without issues.

Well, with 360 HW issues, that includes Kinect bundles. (and we don't know how their Kinect supply is going (although they seem to be able to get them out fast (3>5>8)

You already know what I think about those shortages, they're not as big as what everyone think, I may be wrong but when there were Wii's and PS3's shortages, we had several comment from several sources/stores saying that they have huge issues with having them in stock. I didn't check about the X360, but from what I saw so far, I didn't see many of those reports. There are shortages (4gb console and few bundles) but it's not close to be as bad as taking 20k per week away. I'll just wait till Q1 shipments figures (April, seems so close and so far atst) to see what really happened with X360 stocks.

But that's not the topic here, even with X360 stocks issues, I don't think that it'll result in Kinect selling less than 2m, but, it may indeed have an impact on it selling closer to 3m though.

Shortage situation.

Source BestBuy.Com

Check for availability for Chicago IL

250GB with Kinect. Available online and can ship to store. No immediate availability.

4GB with Kinect. Not available online, but available in store.

250GB available online, No store availability cant even ship to store.

4GB available online, No store availability cant even ship to store.

1.5 million

For Q1? I'd say a good 3 Mil by the way Kinect is selling.