Xbox |OT|

shikamaru317

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shikamaru317 on 25 April 2023

chakkra said:

Zippy6 said:

"Supply constraints". Yes but why

If you ask me, I suspect those "supply constraints" will be magically fixed once the ABK deal is approved.

I think you're right. I've been suspicious for awhile that Xbox may be self-sabotaging supply in order to give Sony a hugely better Holiday season and 1st quarter 2023 than Xbox, just so that Xbox looks like a sad wounded puppy in the eyes of the regulators, in order to help get this acquisition through. If Xbox looks like it's getting curbstomped by Sony in the 2 most recent quarters, the regulators might see it and be more inclined to think that Xbox needs ABK in order to compete. What if they've just been storing up tons of Diablo 4 and Starfield Series X bundles, instead of selling those Series X chips in Q1 and Q2, just to make Xbox look wounded, then they unleash those units as soon as the acquisition is closed, in June for Diablo bundle and September for the Starfield bundle? And if they announce a Series S price cut down to $250 on the June Xbox showcase too, even better, it needs a sales boost too. Would be great to have a huge Q3 and Q4 after how poor the first two quarters of the year are looking to be.

Last edited by shikamaru317 - on 25 April 2023

G2ThaUNiT

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G2ThaUNiT on 25 April 2023

shikamaru317 said:

chakkra said:

If you ask me, I suspect those "supply constraints" will be magically fixed once the ABK deal is approved.

I think you're right. I've been suspicious for awhile that Xbox may be self-sabotaging supply in order to give Sony a hugely better Holiday season and 1st quarter 2023 than Xbox, just so that Xbox looks like a sad wounded puppy in the eyes of the regulators, in order to help get this acquisition through. If Xbox looks like it's getting curbstomped by Sony in the 2 most recent quarters, the regulators might see it and be more inclined to think that Xbox needs ABK in order to compete.

I have these suspicions as well lol. I've had no problem seeing the Diablo IV Series X bundle available for pre-order, which is crazy to think considering how difficult it is to find a regular Series X. And if the deal closes before June, that'll be a huge marketing bump to get that bundle out.

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Ryuu96 on 25 April 2023

Xbox Content And Services FYQ3 2023 was the highest non holiday quarter result yet, and 4th highest overall, behind FYQ2 2022, FYQ2 2021, FYQ2 2023

Oct-Dec 2021: $3,855,000,000
Oct-Dec 2020: $3,505,000,000
Oct-Dec 2022: $3,380,000,000
Jan-Mar 2023: $3,100,000,000 pic.twitter.com/fQXOTxnnP6
— John Welfare (@Welfare_JBP) April 25, 2023

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Ryuu96 on 25 April 2023

Note:

Microsoft's 10Q has the actual FY 2023 Q3 gaming revenue figure: $3.607B.

That puts current annual Xbox sales at $15.43B.

Compare that to this time last year when it was $16.49B.

Definitely a better overall third quarter result than I expected.https://t.co/ezw3XHUleD
— Dom (@DomsPlaying) April 25, 2023

At first glance, Q3 was a great quarter for Xbox especially considering HW challenges.

Notably the resilience of the Content & Services sub-segment.

Xbox Game Pass drove top-line growth for gaming, though I wish we had visibility into profitability.

Will be on the call soon. https://t.co/QZkarwUujl
— Dom (@DomsPlaying) April 25, 2023

Xbox hardware revenue for last quarter was the lowest since the July to September 2020 quarter.

Microsoft has to fix this. Content and Services are doing great. Only a slight decline quarter to quarter.
— John Welfare (@Welfare_JBP) April 25, 2023

Here's a line graph for Xbox Content and Services for the January to March period, going back to 2015. Constant growth.

Second graph is hardware pic.twitter.com/ubgAO4Yx2x
— John Welfare (@Welfare_JBP) April 25, 2023

I interpret it differently.

Xbox isn't as driven by hardware sales as its peers, now more than ever, and can weather storms or unpredictable supply even without major 1st party exclusives because Game Pass is proving to be resilient.

Whether it's profitable is still a question.
— Dom (@DomsPlaying) April 25, 2023

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Spade on 25 April 2023

Gamepass doing well! Which is why I always say, you can never stop acquiring studios. Need to keep feeding that beast. Hopefully they aren't done.

https://www.trueachievements.com/gamercards/SliferCynDelta.png%5B/IMG%5D">https://www.trueachievements.com/gamer/SliferCynDelta"><img src="https://www.trueachievements.com/gamercards/SliferCynDelta.png

Ryuu96

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Ryuu96 on 25 April 2023

Game Pass carrying.

I'm fairly happy with these results.

Need to fix Hardware obviously but Content & Services is strong.

Now if only Game Pass had consistent AAA releases

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G2ThaUNiT on 25 April 2023

To think the top 4 highest grossing revenue quarters in Xbox's history have been from the past few years lol. Including topping the entire 360 generation.

Xbox is doomed indeed!