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

Seece on 19 April 2012
Frank_kc said:
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.

Oh man give it up. So they overshipping last q (retailers buying in more than needed not MS stuffing them with consoles) so they decide too ... buy even more than they need, for a price cut 2 - 5 months away. Not too mention, given they stock they should apparantly already have and the time of year, retailers wouldn't be stocking up in a frenzy.



 

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TeddostheFireKing on 19 April 2012

since Micrsoft say they have 42% marketshare in USA, doesn't that mean its under tracked there (which is odd considering NPD :S)

but nice one Microsoft, impressive Q1 sales so late in the gen, but the next box is surely coming soon with those high R&D costs



Train wreck on 19 April 2012

Think people are reading the r&D number wrong...the 100 million is quarter on quarter

MICROSOFT CORPORATION

              
               

INCOME STATEMENTS

(In millions, except per share amounts) (Unaudited)
 

Three Months Ended March 31,

  

Nine Months Ended  
March 31,
   

 

2012

 

2011

 

2012

 

2011

Revenue

 $  17,407

  

 $16,428

  

 $  55,664

  

 $  52,576

Operating expenses:

              

  Cost of revenue

       3,952

  

     3,897

  

     13,367

  

     11,869

  Research and development

       2,517

  

     2,269

  

       7,217

  

      6,650

  Sales and marketing

       3,414

  

     3,393

  

     10,076

  

     10,024

  General and administrative

       1,150

  

     1,160

  

       3,433

  

      3,043

They are spending $567 million dollars more in r&d that this point last year so yes I believe they are positioning for something. 



Seece on 19 April 2012
TheSource said:

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

Shipments were double because of the shortages the previous Q.



 

Millenium on 19 April 2012
pezus said:
kowenicki said:
man-bear-pig said:
Microsoft shares are up.

Good results overall, but not so much for the entertainment and devices division. I dont understand how they could make a loss there... Is it R&D for the xbox 720 or something? Anyway, It's good that losses in the Online services division are starting to slow down.. a bit, anyway. Also, its a shame that this didnt include the Lumia launch.


R&D, Nokia, 360 revenues down slightly.

nextbox is coming....

 



Reported for too much awesome in one picture.

Anyways, great if that 100M is really an indicater of the 720.



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Seece on 19 April 2012
TeddostheFireKing said:
since Micrsoft say they have 42% marketshare in USA, doesn't that mean its under tracked there (which is odd considering NPD :S)

but nice one Microsoft, impressive Q1 sales so late in the gen, but the next box is surely coming soon with those high R&D costs

I'm 99% certain they mean over the last year, that's what they peddle come NPD, not lifetime.



 

DirtyP2002 on 19 April 2012
Frank_kc said:
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.


maybe a split between Europe and emergin markets like Brazil.

http://www.gamasutra.com/view/news/127334/Microsoft_To_Manufacture_Xbox_360_In_Brazil_Reduce_Local_Price.php

Even IF there will be a pricecut at E3, we still have 2 million consoles sitting in warehouses and stores worldwide for 2 months. This is ridiculously expensive.



Imagine not having GamePass on your console...

BenVTrigger on 19 April 2012

Source give it up

Why are you constantly claiming 360 opershipping every quarter when the the results are right in front of you? Like Seece said you really expect us to believe MS greatly overshipped last quarter, and then the retailers who already had an excess of stock as it is decided to purchase even MORE consoles.

Looks like undertracking 101 to me.



Frank_kc on 19 April 2012
Seece said:
Frank_kc said:
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.

Oh man give it up. So they overshipping last q (retailers buying in more than needed not MS stuffing them with consoles) so they decide too ... buy even more than they need, for a price cut 2 - 5 months away. Not too mention, given they stock they should apparantly already have and the time of year, retailers wouldn't be stocking up in a frenzy.

Fine, undertracked, but can you tell me in which region?



shanbcn on 19 April 2012

Nintendo will release Europe numbers next week. I will wait 1 more week before crying undertracked.