Forums - Microsoft Discussion - MICROSOFT FY15 Q2: Analyst estimates beaten again. Revenue $26.5bn, Op income $7.8bn. Xbox 6.6m shipped.

Quarterly combined Xbox shipments?

2.5m to 3.0m 58 22.92%
 
3.1m to 3.5m 12 4.74%
 
3.6m to 4.0m 13 5.14%
 
4.1m to 4.5m 9 3.56%
 
4.6m to 5.0m 17 6.72%
 
5.1m to 5.5m 14 5.53%
 
5.6m to 6.0m 17 6.72%
 
6.1m to 6.5m 16 6.32%
 
6.6m to 7.0m 58 22.92%
 
7.1m to 7.5m 37 14.62%
 
Total:251

It looks like they emphasized the increased market share of the X1 to assuage investors, so they can expect a return on the back end (XBL, DLC, etc.). While the revenue falloff is significant, it is definitely tolerable for a company as successful as MS. There is a lot of rhetoric about investor tolerance for the X1 division losses, but I'd imagine that MS is a Delaware C corp., where investors effectively have no rights (This is how big business is always done.). The only tolerance that matters is that of executives and whether or not they want to ride the storm out. Since they can, it is a choice. Sony had a similar predicament with their mobile devices segment, but they had to cut the division to prevent the damage it was doing to the overall bottom line. From a financial perspective, the X1 may be a loser, but the brand is too valuable to offhandedly discontinue. If anything, this press release shows they are committed to defending and extending its lifecycle. If I put that much money into development, I'd sure as hell be doing the same.



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Just realised, Microsoft's revenue for the quarter exceeds Sony's market cap. The mind boggles.



800k less Xbox's shipped than last year, Not good especially with the pricecut. Time for another pricecut? They need this early momentum.
Ps4 shipped 4500k last year, will they also under perform like X1? I guess 5400k.
WiiU shipped 1950k last year, I feel they will improve slightly, about 2300k



Good numbers for Xbox, but not amazing. I expected XBO shipments around 11-12 months ago, so I'm not surprised. At least I was right with XBO numbers....

I'm curious what XBO will do during 2015 because the competition is going to be much harder than in 2014.



Krill said:

Has anyone got an idea of the gap between PS3 and the 360 based on this update? It's clear, even if there is actually a lead for the PS3, it didn't happen as soon as some would have liked. I guess Microsoft predicted it right early on when they said PS3 would not have overtaken 360 by the end of the generation (which most here agreed at the time, occurred when the next generation started).


We'll get a clearer gap when Sony reveals their numbers.



Won bet with t3mporary_126 - I correctly predicted that the Wii U's LTD at the end of 2014 would be closer to 9 million than 10 million. http://gamrconnect.vgchartz.com/post.php?id=6673287

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GProgrammer said:
800k less Xbox's shipped than last year, Not good especially with the pricecut. Time for another pricecut? They need this early momentum.
Ps4 shipped 4500k last year, will they also under perform like X1? I guess 5400k.
WiiU shipped 1950k last year, I feel they will improve slightly, about 2300k


You realise it's 360+XB1 right? What's your reasoning for XB1 needing to pick up the flack 360 leaves behind (which is falling at a rapid pace, probably down YOY 1.2 - 1.6m yoy). XB1 was up yoy, that should be the takeaway.



 

Why can't they just release the individual platform shipment numbers? I really don't understand what they're trying to achieve in clouding the numbers (same goes for Sony). It seems so pointless.

If anyone can give me a proper explanation, i'd be interested to hear.



Looks to be good tracking from VGC. If the channels are stuffed we won't be able to tell until next quarter results. But it's a possibility. In fact I can imagine the channels be stuffed with both the PS4 and X1 due to a slightly less than expected December.



VGC seems to be spot on with the tracking:
Xbox One and 360 at 6 Millions and 83.3 Millions as of October 4th
Xbox One and 360 at 11 Millions and 84.4 Millions as of January 3rd.
So that means Xbox One and 360 sold 5 millions and 1.1 millions during the quarter for a total of 6.2 Xbox Sold. Leaving 400 K on shelves + whatever was on shelves for the previous quarter. Unless the previous numbers on shelves was really high, that is a very good tracking by VGC



tiffac said:
man-bear-pig said:
tiffac said:
man-bear-pig said:
How much d'yall think combined PS4/PS3 shipments will be compared to X11/X360 shipments?


X11?! :O

Have I been transported to the future? :P


For some reason my phone autocorrects it to that every time I type X1 D:

I know the feeling brother, these phones ain't all that smart if you ask me. lol!

FFXII? Direct XII? Curious, indeed.