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

TheSource said:
Seece said:
TheSource said:

It feels like they overshipped - that 8.7m Wiis Nintendo shipped in late 2010 was based off of similar Q4 US numbers and they needed six months to fix it in the US (Europe was fine). 

The March 2012 shipment figures are far worse than the drop off in sales would normally indicate. They've had similar US figures and shipped substantially more than this in the past three March quarters.

The 8.7m Q for Nintendo was preceeded by Ninty's first ever 'low' Q of 1.9m, the following 3 after that holiday Q were nothing to do with stocking problems, more just Wii fizzling out.

360 isn't 'substantially' behind this Q vs past years. Like I already said, it's always been in a 1.3 - 1.7m range. Apart from last year which was because of shortages in Q4.

Add both previous Q4 + Q1's together and the're within 0.6m of each other. You're just desperate for the 360 to start faltering so Wii doesn't look so terrible!


None of what you says disqualifies what I said - the 2009 / 2010 / 2012 Q1 sales in the US were 1.05-1.1m. The previous quarters were all over 1.5m. European sales are either bad, or too many boxes were shipped in Q4. You still argue like every console Microsoft sells wins you a million dollars too :)  I kind of assumed you wouldn't care what I say since you successfully got me removed from writing on here, but it turns out you are just on here to troll which does make sense given everything you do and say.

Refuting the guff you come out with isn't trolling, and I'm not the only naysayer. There may be a few who don't like me here but I don't talk bollocks when it comes to my opinion on sales.

I had no part in you losing your role on the site, you know deep down exactly why you lost the job



 

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kowenicki said:


I honestlty think you are having a laugh now....

can you explain the shipments of 2012 v 2011 (fiscal years)?  they are up for christ sake!!

Is it, 360 was selling the same as the previous year, overshipped in holiday and so lowered shipments in jan?

Cuz that's what it looks like, to me anyway.



psrock said:
Millenium said:
I like how lively these forums can get when we get numbers that some like and some don't like

lol, stop being so defensive, that goes to all others too. We are getting shipment numbers on a sales forums, things will always get lively. Wait until the Sony one comes out.

MS is coming off their best holiday period ever with huge demands, then to fall off like any other year says something ain't right somewhere.



lol, stop complaining about a joke, which is in essence you yourself being too defensive.



I love the desperation of the MS haters.



Turkish said:
Loss $229 million, I thought they were making a great profit?


3 reasons:

They sell xbox 360 at a loss
Nextbox development
windows phone

They make around $115 per 360 and have made a few bill profit over the last 4/5 years from 360, why would they suddenly start losing money on them when they havn't dropped the price? You're just making stuff up now.



 

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Seece said:
TheSource said:
Seece said:
TheSource said:

It feels like they overshipped - that 8.7m Wiis Nintendo shipped in late 2010 was based off of similar Q4 US numbers and they needed six months to fix it in the US (Europe was fine). 

The March 2012 shipment figures are far worse than the drop off in sales would normally indicate. They've had similar US figures and shipped substantially more than this in the past three March quarters.

The 8.7m Q for Nintendo was preceeded by Ninty's first ever 'low' Q of 1.9m, the following 3 after that holiday Q were nothing to do with stocking problems, more just Wii fizzling out.

360 isn't 'substantially' behind this Q vs past years. Like I already said, it's always been in a 1.3 - 1.7m range. Apart from last year which was because of shortages in Q4.

Add both previous Q4 + Q1's together and the're within 0.6m of each other. You're just desperate for the 360 to start faltering so Wii doesn't look so terrible!


None of what you says disqualifies what I said - the 2009 / 2010 / 2012 Q1 sales in the US were 1.05-1.1m. The previous quarters were all over 1.5m. European sales are either bad, or too many boxes were shipped in Q4. You still argue like every console Microsoft sells wins you a million dollars too :)  I kind of assumed you wouldn't care what I say since you successfully got me removed from writing on here, but it turns out you are just on here to troll which does make sense given everything you do and say.

Refuting the guff you come out with isn't trolling, and I'm not the only naysayer. There may be a few who don't like me here but I don't talk bollocks when it comes to my opinion on sales.

I had no part in you losing your role on the site, you know deep down exactly why you lost the job

Ok, guys everyone take a breath.



psrock said:
Millenium said:
I like how lively these forums can get when we get numbers that some like and some don't like

lol, stop being so defensive, that goes to all others too. We are getting shipment numbers on a sales forums, things will always get lively. Wait until the Sony one comes out.

MS is coming off their best holiday period ever with huge demands, then to fall off like any other year says something ain't right somewhere.


Actually it was about time VGC gets more active!



Imagine not having GamePass on your console...

theprof00 said:

Ok, guys everyone take a breath.


This is the best thread for me in months, I'm quite happy as I am



 

I'm not entirely sure they'll ship 1.8m next Q. but another 1.2 - 1.5m Quater would be very healthy.



 

Seece said:
TheSource said:
Seece said:
TheSource said:

It feels like they overshipped - that 8.7m Wiis Nintendo shipped in late 2010 was based off of similar Q4 US numbers and they needed six months to fix it in the US (Europe was fine). 

The March 2012 shipment figures are far worse than the drop off in sales would normally indicate. They've had similar US figures and shipped substantially more than this in the past three March quarters.

The 8.7m Q for Nintendo was preceeded by Ninty's first ever 'low' Q of 1.9m, the following 3 after that holiday Q were nothing to do with stocking problems, more just Wii fizzling out.

360 isn't 'substantially' behind this Q vs past years. Like I already said, it's always been in a 1.3 - 1.7m range. Apart from last year which was because of shortages in Q4.

Add both previous Q4 + Q1's together and the're within 0.6m of each other. You're just desperate for the 360 to start faltering so Wii doesn't look so terrible!


None of what you says disqualifies what I said - the 2009 / 2010 / 2012 Q1 sales in the US were 1.05-1.1m. The previous quarters were all over 1.5m. European sales are either bad, or too many boxes were shipped in Q4. You still argue like every console Microsoft sells wins you a million dollars too :)  I kind of assumed you wouldn't care what I say since you successfully got me removed from writing on here, but it turns out you are just on here to troll which does make sense given everything you do and say.

Refuting the guff you come out with isn't trolling, and I'm not the only naysayer. There may be a few who don't like me here but I don't talk bollocks when it comes to my opinion on sales.

I had no part in you losing your role on the site, you know deep down exactly why you lost the job


Wow..seece save your crap for your and morenos pms, stop bitching about everyone in this thread who has an opinion different to your own. There is no need for all of your sly digs!

Aaaaanyway, here is an interesting article from bloomberg:

Microsoft Corp. (MSFT), the world’s largest software maker, reported fiscal third-quarter profit that topped estimates on better-than-expected sales of software for businesses.

Net income slipped to $5.11 billion, or 60 cents a share, compared with $5.23 billion, or 61 cents, a year earlier, Redmond, Washington-based Microsoft said today in a statement. Analysts had predicted an average 57 cents in profit, according to estimates compiled by Bloomberg. Sales rose to $17.4 billion, beating the $17.2 billion average projection.

The new Windows 8 operating system at the Microsoft stand at CeBIT 2012 on March 6, 2012 in Hanover, Germany. Photographer: Sean Gallup/Getty Images

Microsoft benefited from robust corporate purchases of Office productivity programs, Windows 7 operating systems, and software for servers and teleconferencing systems. The company plans later this year to release Windows 8, the newest version of its operating system, to help it win back consumers and narrow Apple Inc.’s lead in tablets.

“These are the kind of quarters that are tough to pull out, and the corporate demand is pulling them through,” said Pat Becker Jr., a fund manager at Becker Capital Management inPortlandOregon, who owns Microsoft shares.

Microsoft shares climbed as much as 3 percent to $31.95 in extended trading after the report. The stock had decreased less than 1 percent to $31.01 at the close in New York. It gained 24 percent in the three months through the end of March, the biggest quarterly increase since mid-2009, as investors grow more confident about the prospects for Windows 8.

Few ‘Catalysts’

“The back half of the year looks great, but there’s not a lot of catalysts right now,” Becker said.

Microsoft gave its first look at operating-cost projections for the fiscal year that starts July 1, saying expenses will be $30.3 billion to $30.9 billion. In the current year, expenses will be $28.3 billion to $28.7 billion, lower than a January forecast of $28.5 billion to $28.9 billion.

Expenses are under renewed scrutiny because Microsoft’s revenue growth is slowing, saidColin Gillis, an analyst at BGC Partners LP in New York, who recommends buying Microsoft shares.

Sales in the current fiscal year are expected to rise 6 percent, according to analysts, compared with 12 percent in fiscal 2011.

“It’s all about cost discipline because revenue growth isn’t great,” he said.

Unearned revenue, a measure of future sales, was $15.2 billion, above the $14.9 billion average estimate compiled by Bloomberg.

Business Buying

Microsoft said Windows division sales rose 4 percent to $4.62 billion, compared with the $4.2 billion average estimate of analysts surveyed by Bloomberg. Revenue in the Business division, mostly from Office software, rose 9.1 percent to $5.81 billion. Analysts on average had projected $5.6 billion.

The company attributed the increase in Windows sales to demand for Windows 7 software from enterprise customers. The increase in Windows sales was greater than the overall increase in PC shipments reported by Gartner Inc.

PC shipments were better than expected in the first quarter, according to market-research firm Gartner, rising 1.9 percent, instead of the 1.2 percent drop Gartner had forecast. The PC market is shaking off the impact of the European debt crisis and a disk-drive shortage resulting from last year’s flooding in Thailand.

Consumer Demand Weak

Still, Microsoft is facing weaker demand from consumers for personal computers with Windows, partially because some of them are opting to purchase Apple’s iPad. A new iPad went on sale last month and sold 3 million units in its debut weekend.

Microsoft probably won’t be able to alter that trend until Windows 8 ships, Chief Financial Officer Peter Klein said in January.

While the company has declined to say when Windows 8 will go on sale, people with knowledge of the matter said last month that Microsoft will finish work on the product this summer and put it on sale around October.

Prior to this quarter, Windows division sales have fallen short of analysts’ estimates in four of the past five periods.

Still, companies continue to upgrade to Windows 7 as they get rid of older software. About half are still on the 11-year old Windows XP, said Gillis. And firms are purchasing Office 2010, as well as Exchange e-mail software and the Lync product for teleconferencing and corporate instant messaging, said Rick Sherlund, an analyst at Nomura Equity Research, in a note last week.