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Forums - Microsoft - 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
sully1311 said:
Logicishere said:


No way is the x1 near 12 million.


Why the hell not?

Based on reality and logic? AMD's statements, known sony numbers, known retailer leaks on GAF from vetted users.... It was at 10 early dec which would have included Decembers shipments already.



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Logicishere said:
Seece said:
thx1139 said:

Report is out http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspx

 

6.6 million Xbox consoles sold.

Computing and Gaming Hardware Gross Margin $460 Million (2013 $411 Million)

Devices and Consumer Other Gross Margin $550 Million (2013 $387 Million)

12m LTD XB1 shipped imo.

360 will be around 2m


No way is the x1 near 12 million.


12 million shipped sounds accurate. They announced that they had basically shipped 10 million first week of November. They would continue to ship for holiday sales burst all of November into December.



Its libraries that sell systems not a single game.

Frank_kc said:
Seece said:
thx1139 said:

Report is out http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspx

 

6.6 million Xbox consoles sold.

Computing and Gaming Hardware Gross Margin $460 Million (2013 $411 Million)

Devices and Consumer Other Gross Margin $550 Million (2013 $387 Million)

12m LTD XB1 shipped imo.

360 will be around 2m


12 M Shipped doesnt make sense compared to what AMD reported.

Neither does 360 doing any more than 2 million. Stop using AMD's figures as such hard factual figures.



 



thx1139 said:
Logicishere said:
Seece said:
thx1139 said:

Report is out http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspx

 

6.6 million Xbox consoles sold.

Computing and Gaming Hardware Gross Margin $460 Million (2013 $411 Million)

Devices and Consumer Other Gross Margin $550 Million (2013 $387 Million)

12m LTD XB1 shipped imo.

360 will be around 2m


No way is the x1 near 12 million.


12 million shipped sounds accurate. They announced that they had basically shipped 10 million first week of November. They would continue to ship for holiday sales burst all of November into December.

No they said "SOON", and shipments go out long before so that would have included there holiday shipments. You dont ship and retailers get the inventory in the same week, by then that was there holiday shipment. Its not near 12.



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Seece said:
Frank_kc said:
Seece said:
thx1139 said:

Report is out http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspx

 

6.6 million Xbox consoles sold.

Computing and Gaming Hardware Gross Margin $460 Million (2013 $411 Million)

Devices and Consumer Other Gross Margin $550 Million (2013 $387 Million)

12m LTD XB1 shipped imo.

360 will be around 2m


12 M Shipped doesnt make sense compared to what AMD reported.

Neither does 360 doing any more than 2 million. Stop using AMD's figures as such hard factual figures.


Where did you get the 12M LTD by the way, I dont see it in the report? Are you just guessing compared to real facts by AMD?



Seece said:
Frank_kc said:
Seece said:
thx1139 said:

Report is out http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspx

 

6.6 million Xbox consoles sold.

Computing and Gaming Hardware Gross Margin $460 Million (2013 $411 Million)

Devices and Consumer Other Gross Margin $550 Million (2013 $387 Million)

12m LTD XB1 shipped imo.

360 will be around 2m


12 M Shipped doesnt make sense compared to what AMD reported.

Neither does 360 doing any more than 2 million. Stop using AMD's figures as such hard factual figures.

So we should not use AMD numbers, who design the damn chips but listen to you?? AMD knows how much they have shipped, more then most anyone.



Frank_kc said:
Seece said:
thx1139 said:

Report is out http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/FY15/Q2/default.aspx

 

6.6 million Xbox consoles sold.

Computing and Gaming Hardware Gross Margin $460 Million (2013 $411 Million)

Devices and Consumer Other Gross Margin $550 Million (2013 $387 Million)

12m LTD XB1 shipped imo.

360 will be around 2m


12 M Shipped doesnt make sense compared to what AMD reported.


Why not?

19mi consoles shipped in the last 5 quarters, do you think the 360 could have sold/shiped more than 7mi console in one year?

That are some amazing legs for a 9 years old hardware...



Frank_kc said:
Seece said:

Neither does 360 doing any more than 2 million. Stop using AMD's figures as such hard factual figures.


Where did you get the 12M LTD by the way, I dont see it in the report? Are you just guessing compared to real facts by AMD?

it's my estimation yeah. The AMD thing does not add up, unless again you think 360 was flat yoy.



 

so only 20% decrease in Xbox 360 revenues? This means that 360 shipped more than 2 million for sure.