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Guevara · Apr 21, 2016

Edit: this is Year-over-year, actually slightly down since last quarter (48M)

Revenue in More Personal Computing grew 1% (up 3% in constant currency) to $9.5 billion, with the following business highlights:
· Windows OEM revenue declined 2% in constant currency, outperforming the PC market, driven by higher consumer premium device mix

· Surface revenue increased 61% in constant currency driven by Surface Pro 4 and Surface Book

· Phone revenue declined 46% in constant currency

· Xbox Live monthly active users grew 26% year-over-year to 46 million

· Search advertising revenue excluding traffic acquisition costs grew 18% in constant currency with continued benefit from Windows 10 usage

https://www.microsoft.com/en-us/Investor/earnings/FY-2016-Q3/press-release-webcast

From their earnings report, that's about it unless something comes up in the investor call.

Report only month active users if old

hydrophilic attack · Apr 21, 2016

Toki767 · Apr 21, 2016

From Zhuge on Twitter, MAU numbers decreased from 48 million last quarter (obviously since last quarter was the holidays)

Chobel · Apr 21, 2016

You should add year-over-year (or YoY) to the title, because it actually decreased from 48 million last quarter to 46 million this quarter.

viHuGi · Apr 21, 2016

hydrophilic attack said:

LOL

Guevara · Apr 21, 2016

Chobel said:
You should add year-over-year (or YoY) to the title, because it actually decreased from 48 million last quarter to 46 million this quarter.

You're right, but I'm too late.

gamz · Apr 21, 2016

Holy crap is the phone dead. 2.3M sold. Total!

DieH@rd · Apr 21, 2016

So sad that his is the ONLY thing they are mentioning about Xbox division performance.

kadotsu · Apr 21, 2016

UWP is going to be pretty useless if they continue to drop the ball as hard on phones as they are doing now.

Welfare · Apr 21, 2016

DieH@rd said:
So sad that his is the ONLY thing they are mentioning about Xbox division performance.

There is this.

Gaming revenue increased $64 million or 4%, primarily due to higher revenue from Xbox Live and video games, offset in part by lower Xbox hardware revenue. Xbox Live revenue increased 22%, driven by higher revenue per transaction and volumes of transactions, as well as growth in subscribers. Video games revenue grew 9%, driven by the sales of Minecraft. Xbox hardware revenue decreased 26%, mainly due to a decline in Xbox 360 console volume and lower prices of Xbox One consoles sold.

Finaj · Apr 21, 2016

hydrophilic attack said:

*Slow clap*

gamz · Apr 21, 2016

kadotsu said:
UWP is going to be pretty useless if they continue to drop the ball as hard on phones as they are doing now.

If it was only for phones then yes.

gtj1092 · Apr 21, 2016

Chobel said:
You should add year-over-year (or YoY) to the title, because it actually decreased from 48 million last quarter to 46 million this quarter.

Crazy I thought MAU's could only go up as more people joined the X1 and Windows 10 ecosystem.

Interfectum · Apr 21, 2016

Rymuth · Apr 21, 2016

hydrophilic attack said:

Would've been perfect with Phil's face Photoshopped on ol' Chairman.

Ryng_tolu · Apr 21, 2016

hydrophilic attack said:

Perfact first post.

michaelius · Apr 21, 2016

hydrophilic attack said:

Needs to have Forza crowd photoshoped into it

nhlducks35 · Apr 21, 2016

hydrophilic attack said:

Xbox's Great Leap Forward

Somnia · Apr 21, 2016

gtj1092 said:
Crazy I thought MAU's could only go up as more people joined the X1 and Windows 10 ecosystem.

Uh it's right after the holiday's and it is up year over year by 26%. Holiday is always going to have the largest monthly active users.

Chobel · Apr 21, 2016

Welfare said:
There is this.

Wait, is this YoY or compared to the previous quarter?

valkillmore · Apr 21, 2016

michaelius said:
Needs to have Forza crowd photoshoped into it

Do it

jayu26 · Apr 21, 2016

I may have contributed to this when I played Minesweeper for couple of minutes in February on my PC. You're welcome Microsoft.

RowdyReverb · Apr 21, 2016

gtj1092 said:
Crazy I thought MAU's could only go up as more people joined the X1 and Windows 10 ecosystem.

Somnia said:
Uh it's right after the holiday's and it is up year over year by 26%. Holiday is always going to have the largest monthly active users.

Which is why we compare YoY, so it's an apples-to-apples comparison

gamz · Apr 21, 2016

Somnia said:
Uh it's right after the holiday's and it is up year over year by 26%. Holiday is always going to have the largest monthly active users.

Exactly. The Q after the Holiday's is always going to be a tad less for obvious reasons.

generic_username · Apr 21, 2016

jayu26 said:
I may have contributed to this when I played Minesweeper for couple of minutes in February on my PC. You're welcome Microsoft.

lol

CosmicQueso · Apr 21, 2016

Sweet, sexy, glorious, juicy, beautiful, wonderful MAU.

Wash over me, flashdance style.

Occam said:
How about some actual sales data for once?

LOL wait, what? You want, like, ACTUAL SALES info? OMG

Occam · Apr 21, 2016

How about some actual sales data for once?

Welfare · Apr 21, 2016

Chobel said:
Wait, is this YoY or compared to the previous quarter?

That should be YoY. Console volume for both Xbox's would be down from last quarter.

michaelius · Apr 21, 2016

gamz said:
If it was only for phones then yes.

It's for phones no one wants
consoles almost no one outside of US and UK wants
and PC where no one asked for it

netBuff · Apr 21, 2016

RowdyReverb said:
Which is why we compare YoY, so it's an apples-to-apples comparison

YoY comparison is worthless in this case (as is the MAU number itself), as Windows 10 (the most likely main driver of MAU increases) hasn't been out for a full year, yet.

gamz · Apr 21, 2016

michaelius said:
It's for phones no one wants
consoles almost no one outside of US and UK wants
and PC where no one asked for it

Cool. Thanks for the info.

generic_username · Apr 21, 2016

Occam said:
How about some actual sales data for once?

You will be part of MAU and you will like it.

Broken Joystick · Apr 21, 2016

Rymuth said:
Would've been perfect with Phil's face Photoshopped on ol' Chairman.

michaelius said:
Needs to have Forza crowd photoshoped into it

vinnygambini · Apr 21, 2016

hydrophilic attack said:

Amazing.

chromatic9 · Apr 21, 2016

2 million went MIA?

FullMetaltech · Apr 21, 2016

Broken Joystick said:

LOL!

ATOMICJORGE · Apr 21, 2016

Rymuth said:
Would've been perfect with Phil's face Photoshopped on ol' Chairman.

Here you go enjoy!

Yekshemesh · Apr 21, 2016

Broken Joystick said:

lol the Microsoft Cultural Revolution. We must purge all sales data!!

CosmicQueso · Apr 21, 2016

ATOMICJORGE said:
Here you go enjoy!

Perfection.

Yekshemesh said:
lol the Microsoft Cultural Revolution. We must purge all sales data!!

barit · Apr 21, 2016

"MeAUw" says the cat

PsychoSoldier · Apr 21, 2016

Broken Joystick said:

See this one is better thanks to the Forza crowd.

Chobel · Apr 21, 2016

Broken Joystick said:

ATOMICJORGE said:
Here you go enjoy!

LMAO!

Yekshemesh said:
lol the Microsoft Cultural Revolution. We must purge all sales data!!

CRAIG667 · Apr 21, 2016

I hope they don't let go of their Lumia division, I love mine and am sick of android and apple can just go.

kyser73 · Apr 21, 2016

gtj1092 said:
Crazy I thought MAU's could only go up as more people joined the X1 and Windows 10 ecosystem.

Past MAUs are no guide to future performance.

You should carefully consider this when investing in MAU.

Vashetti · Apr 21, 2016

ATOMICJORGE said:
Here you go enjoy!

This one would be the best if it had the Forza crowd.

JaggedSac · Apr 21, 2016

DieH@rd said:
So sad that his is the ONLY thing they are mentioning about Xbox division performance.

There is more on slide 12.

Welfare · Apr 21, 2016

So Xbox One console volume seems to be up from last fiscal year for the 9 month period (July - March). Found by SoonyXboneUhh.

Link to this here on page 40.

• Gaming revenue increased $284 million or 4%, primarily due to higher revenue from Xbox Live and video games, offset in part by lower Xbox hardware revenue. Xbox Live revenue increased 21%, driven by higher revenue per transaction and volumes of transactions, as well as growth in subscribers. Video games revenue grew 41%, driven by the launch of Halo 5 and sales of Minecraft. We acquired Mojang AB, the Swedish video game developer of the Minecraft gaming franchise, in November 2014. Xbox hardware revenue decreased 14%, mainly due to a decline in Xbox 360 console volume and lower prices of Xbox One consoles sold, offset in part by higher Xbox One console volume.

Neuromancer · Apr 21, 2016

I logged onto my Xbox 360 a little while ago to watch an episode of Ash vs the Evil Dead on my dad's Starz account. So I did my part.

generic_username · Apr 21, 2016

Broken Joystick said:

MAU God!!!

vcc · Apr 21, 2016

gtj1092 said:
Crazy I thought MAU's could only go up as more people joined the X1 and Windows 10 ecosystem.

A number like that would vary more with what game is released rather than total sales. So a Halo game which did MP perfect and had a large sustainable pop would contribute more to 'MUA' than a SP game like QB. Even if the sales were the same.

It also allows them to game metrics by picking different months to release titles on. If they didn't release a game in march, they could next year and claim big YoY increases. It's a pretty stupid statistic to use and obviously they run with this only because their other metrics are probably not so hot.

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