By using this site, you agree to our Privacy Policy and our Terms of Use. Close

Forums - Microsoft - Microsoft Results FY2012 Qtr3. 1.4m shipped (67.2m)

KillerMan on 19 April 2012

Those are higher numbers than I expected. Still it was logical assumption to say that they overshipped big time during last quarter. US sales were flat, In Europe sales were little down and in Japan nonexistent. Kinda puzzling where they suddenly shipped so many consoles. Maybe they have stepped their game up in developing markets. X360 is pretty easy to pirate so that could make it pretty appealing choice in developing countries. Looking foward to Sony's numbers.



Around the Network
Frank_kc on 19 April 2012

Lets not forget that MS shipped 50% less than same Q of last year. They shipped 2.7 M same Q last year.



Seece on 19 April 2012
Frank_kc said:
Lets not forget that MS shipped 50% less than same Q of last year. They shipped 2.7 M same Q last year.

Nobody is forgetting that, it makes sense why they've shipped so many less compared to last year though, last year was an anomaly.



 

Frank_kc on 19 April 2012

MS Lifetime sale chart:

FY Jl-Sp Oc-Dc Ja-Mr Ap-Jn FY LTD
2005/06 - 1.5 1.7 1.8 5 5
2006/07 1 4.4 0.5 0.7 6.6 11.6
2007/08 1.8 4.3 1.3 1.3 8.7 20.3
2008/09 2.2 6 1.7 1.2 11.2 31.5
2009/10 2.1 5.2 1.5 1.5 10.3 41.8
2010/11 2.8 6.3 2.7 1.7 13.7 55.3
2011/12 2.3 8.2 1.4 - 11.9 67.2

 



BenVTrigger on 19 April 2012

R & D increased by $100 million?

Well hello Durango nice to see you've finally officially shown up.



Around the Network
DirtyP2002 on 19 April 2012
Seece said:
EDD operating income decreased reflecting lower revenue, payments made to Nokia related to joint strategic initiatives, and higher other operating expenses. Research and development expenses increased $100 million or 35%, and sales and marketing expenses increased $79 million or 50%, primarily reflecting higher headcount-related expenses. Cost of revenue decreased $80 million or 6% primarily due to lower volumes of Xbox 360 consoles and standalone Kinect sensors sold, offset in part by payments made to Nokia

Explains the losses


thanks. nice info.

In the past 2 years we had 0.925 million consoles in stores. Now we are at 1.89 million, with a new SKU launching the next week or 2. Very close to 1 million undertracked IMO. 800k - 900k is an educated guess.



Imagine not having GamePass on your console...

Seece on 19 April 2012

So gap should be around 3.2m (unless Sony ship way more than what they expected in Feb). Q2 will be almost stalemate as it was last year.



 

Seece on 19 April 2012

They need to be flat next Q YOY (1.7m) to achieve their best ever FY for 360 sales 13.6m



 

Frank_kc on 19 April 2012
DirtyP2002 said:
Seece said:
EDD operating income decreased reflecting lower revenue, payments made to Nokia related to joint strategic initiatives, and higher other operating expenses. Research and development expenses increased $100 million or 35%, and sales and marketing expenses increased $79 million or 50%, primarily reflecting higher headcount-related expenses. Cost of revenue decreased $80 million or 6% primarily due to lower volumes of Xbox 360 consoles and standalone Kinect sensors sold, offset in part by payments made to Nokia

Explains the losses


thanks. nice info.

In the past 2 years we had 0.925 million consoles in stores. Now we are at 1.89 million, with a new SKU launching the next week or 2. Very close to 1 million undertracked IMO. 800k - 900k is an educated guess.

 

so in which region  360 is undertracked? Not USA for sure based on NPD numbers. And I dont see how it suddenly started to pick up in Eurpoe for no reason.

 

I can only guess that MS is planning a price cut soon maybe by E3 and retailers were sold on this to buy more consoles.



TheSource on 19 April 2012

It's not doing well in Europe if they shipped 1.4m - NPD had 1.07m for Jan-March just for the USA. I reckon they overshipped somewhat to Europe last year, if they actually shipped only 200,000 or whatever to the rest of the world in the quarter.

Last March quarter was 1.35m in the US but shipments were double rather than 1.7m - its definitely facing some stocking issues somewhere



People are difficult to govern because they have too much knowledge.

When there are more laws, there are more criminals.

- Lao Tzu