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Microsoft Earnings: 1.2 million Xbox One's shipped in Jan-Mar, 5.1M total (3.9+1.2)

A_Gorilla

Banned
Well, this seems like a modest success for MS. So I guess those anonymous investors who allegedly wanted them to "sell" the Xbox division are not going to get their way.

There also appears to be a lot of back and forth in this topic about sales claims made by both companies. I'll just say that I have reasons to doubt the PR claims made by both MS and Sony and I'll leave it at that. There's a lot of serious number fluffing going on at both companies.

This is definitely a marathon and not a sprint.I think E3 2014 is going to have a tremendous impact on the success of both consoles. MS better come out swinging, because they got their asses handed to them last year in the PR battle.

Sorry, you don't get off that easy here. Either back up what you are posting or face consequences.

With that said, I'd love to know what legitimate reasons you have to doubt the numbers by MS and/or Sony.
 

geordiemp

Member
I have serious doubts retailers all dropped the TF bundles to $450 without some rebate by MS

If true, MS ate $50 on every $450 TF bundle sold plus the $20 - $30 for the copy of TF

Yeah that's what I have trouble with as well, I cant believe a console manufacturer stuffs the warehouse and gets the sale to very large distributors who are left holding the baby.

There must be some agreements in place for shifting them or some sort of deal...

otherwise these large retailers if they had to make no money on the Xbox ONE and give them away would be very unhappy and probably would not take any more stock period.

Does anybody know or work in retail on how this works...
 
So the time between when Sega (a major player in the console market) discountinued their console and Xbox and Gamecube laumched is enough to erase Dreamcast as a competitive force to the Playstation altogether?

Dude, Dreamcast was a failure otherwise it wouldn't have been discontinued in March 2001, so no it wasn't a real competitor for Sony in that situation, especially in 2001
 
Some might be but that would be a mistake

Others are using their best guess which is usually around 4.2M based on sales to this point

Some dit earlier in the thread.

Else, we're extrapolating from the NPD numbers.

I think it's an estimation based on this:

- 3M sold in 2013
- 0.7M sold in 2014 (US)
- 0.9M unsold in 2013
- 0.5M unsold in 2014 (?)
= 3.7M Sold + a small percentage of 1.4M= 4.2M Estimated

Ah okay. I thought people were just adding the 2013 sold numbers and 2014 shipped numbers together.

LOL, people still thinking that America = The World.

Verendus is trolling man.

Does anybody know or work in retail on how this works...

Paging serversurfer or Abdiel.
 

Sulik2

Member
Supply chain has gone a long way since the PS1/PS2 days, back then companies had very limited manufacturing capacity. Some countries didn't get the PS2 until 2003/2004 at time for example. Now there are companies like Foxconn that can handle millions of orders quit easily.

This isn't an apples to apples comparison in terms of manufacturing. PS1/PS2/PS3/360 all were all pushing the edge of manufacturing. The PS4 and XB1 both are staying in the safe zone for manufacturing by not making consoles that push the bleeding edge of technology. They better be able to make more PS4 and XB1 than any other generation in the first six months when they are a much less radical technologically to produce.
 
Yeah I think 0.5M sold in the other 12 launch countries when the US alone has sold 0.7M for 2014 is not out of the question. 4.2M is probably a pretty good estimate.

Because I have no shame I'll post this again wherein I estimate around 462k XB1 sales in the ROTW in 2014 although I'm now thinking until the end of March MS probably sold to consumers around 4.3M so ROTW is higher. Note this would be until end of March fyi

So I'll try my hand at estimating XB1 WW LTD based on previously released numbers thus will rely on some terrible assumptions I'm afraid

Xbox One: over 3 million sold to consumers in 2013

XB1 US LTD in 2013 = 909,132 [Nov. NPD] + 908,000 [Dec. NPD] = 1,817,132 units sold

1817/3000 = 0.6057 -> XB1 US sales for 2013 accounted for 60.57% of its WW sales

Thus with the new XB1 US LTD = 2,527,132

2527*(1/.6057) = 4172.26 -> Thus XB1 US LTD suggests XB1 WW LTD of 4,172,260

*Note I strongly feel that the XB1 sold better at launch in the rest of the world than it is currently doing since the last official WW sell-through number was given hence it is likely more than 60.57% of XB1 WW LTD sales are in the US

For instance if that number was now 65% [Less than 4% more than launch ratios], XB1 WW LTD would be 2527*(1/.65) = 3887.69 -> XB1 WW LTD of 3,887,690
 

stonesak

Okay, if you really insist

Don't pretend you aren't one, Skeff. Militant, fascist, holier-than-thou Sony fans who can't shut up about how the "Playstation" is "selling better" and has "superior graphics". Like it even matters. People can't even tell the difference between SD and HD. Unless they're like, sitting like 10 inches away from a 70" screen. It's true cause I have chart, somewhere.

There was an thread last week in which some junior went off on the "Sony Fundamentalists" (and he didn't use that term lightly).
 
StarBlazers - they aren't all that alike to code for. But unless things seriously change, the One will still get most third party games. But they will for the most part be inferior to their PS4 counterparts.

They will be very similar to code for if they use a middleware or something like Unity. you're right that the ports may be inferior on XB1. The genesis had inferior ports to the SNES, but both thrived. The PS3 had inferior ports to many X360 games. Both thrived. Quit the hyperbole.
Both the PS4 and XB1 will do fine and both are going to have great games. In the US where many of the AAA developers are, the systems are around 400K apart. It's much more competitive here. I realize that this is a narrow view as there are some very fine developers worldwide. It would be crazy to ignore the american market completely and not support both consoles here.
 

zebwinz

Member
The five million number is an assumed number that comes from the fact major publishers stated an expectation of 10,000,000 Gen 8 consoles in the hands of consumers by the end of the fiscal year. The follow-on assumption is that Microsoft expected to have at least half of that market share.

There have been no internal memos leaked that I've seen referring to internal expectations for units shipped. Nor should there have been, honestly, since it's almost a foregone conclusion that your units shipped during first quarter of sales will be equivalent to your units manufactured, which should be a comfortably known quality. (Though, impressively, Microsoft seems to have had to stuff channels to even reach a five million shipped number, so from now on I suppose we have to question the ability of console manufacturers to meet their shipment numbers for the first quarter of a console's release, too. Go team!)

There is no scenario where Microsoft is happy with the numbers they are looking at. There is no scenario where investors are happy with the numbers they are looking at. They did not want to have to start offering retail price cuts this early just to get them to take on more stock. They did not want to see a dip in average daily console sales during the month Titanfall released. They do not want to be in the position of looking at either cutting the price and taking a significant loss on hardware or letting it languish and watching the XBL Gold subscription income dry up as PSN absorbs their users.

I have no idea why you are trying to pretend that Microsoft is popping champagne corks and dancing in the streets. I can dip over to Redmond and check, if you like; I'm pretty sure the mood is going to be somewhere between fervent and dour.



I really have no idea why you're linking me to a three-page GAF thread where almost no one even makes a substantiated estimate. Like most of the similar fart-on-the-wind threads from the same period of time, it's basically just a bunch of people making blind ratio guesses based on internet straw polls and Amazon pre-order "data".

The major publishers predicted a ten million install base, and considering they're the ones who have to do cost-benefit assessments on these multi-million dollar projects to determine whether or not they're going to be viable, I'm inclined to think they probably did quite a bit of homework before arriving at that estimate. (An estimate that has turned out to be fairly accurate, I would add.)

Now, they didn't specify ratios, but I'm going to go ahead and make the safe guess that most of them expected at least five million of that ten million to be XB1's. If not, it certainly begs the question of why EA would have gone so deep into their partnership.
Retailers lost $50 on that price cut, not Microsoft. They got paid the wholesale price.
 

geordiemp

Member
Don't pretend you aren't one, Skeff. Militant, fascist, holier-than-thou Sony fans who can't shut up about how the "Playstation" is "selling better" and has "superior graphics". Like it even matters. People can't even tell the difference between SD and HD. Unless they're like, sitting like 10 inches away from a 70" screen. It's true cause I have chart, somewhere.

There was an thread last week in which some junior went off on the "Sony Fundamentalists" (and he didn't use that term lightly).

Can I have what you are drinking....
 

beast786

Member
Ding ding - winner. Can't believe some people are calling these numbers abysmal. 1.2m after shipped 3.9m last Q is huge.

how is it huge when it sold less than a 3rd place 360 which being supply constrained sold more 1.7m in that time (jan-March)
 

A_Gorilla

Banned
Don't pretend you aren't one, Skeff. Militant, fascist, holier-than-thou Sony fans who can't shut up about how the "Playstation" is "selling better" and has "superior graphics". Like it even matters. People can't even tell the difference between SD and HD. Unless they're like, sitting like 10 inches away from a 70" screen. It's true cause I have chart, somewhere.

There was an thread last week in which some junior went off on the "Sony Fundamentalists" (and he didn't use that term lightly).

He actually said "Vita Fundamentalists."
 

FDC1

Member
Just to be precise, my 4M-4.2M estimation is up to April 6th (end of March NPD results). Add 200k-300k for the current number.
 

Guevara

Member
Retailers lost $50 on that price cut, not Microsoft. They got paid the wholesale price.

Why would they do that? Send them back to Microsoft if you have to, or let them rot on shelves until Microsoft officially drops the price. There's no scenario where a retailer would willing take a $50 loss on an Xbox One at this time.
 
Over 50% of worldwide 360 sales came from the US, so it's indeed the only country that should matter to MS. Xbox One launching in those other countries isn't going to drastically increase sales.

I see a tight race in the US eventually, but the only way Xbox One catches up worldwide is if Sony suffers a historic collapse of epic proportions.
 

jaaz

Member
This is not "PR." This is a financial release.

And from a publicly-traded company. SEC regulations assure they will not "make up numbers" or the fines would be so astronomical they could threaten the company, not to mention the shareholder derivative suits that would follow. People need to stop these silly arguments.
 

zebwinz

Member
I would really bet Microsoft compensated them for that.
Everything I've read/heard from people is that it was retailer driven. I forget but one big chain did it, then shortly after Amazon cut the price, then the rest of the big retailers had to match it. Thus, market driven not Microsoft driven.
 

Dragon

Banned
Don't pretend you aren't one, Skeff. Militant, fascist, holier-than-thou Sony fans who can't shut up about how the "Playstation" is "selling better" and has "superior graphics". Like it even matters. People can't even tell the difference between SD and HD. Unless they're like, sitting like 10 inches away from a 70" screen. It's true cause I have chart, somewhere.

There was an thread last week in which some junior went off on the "Sony Fundamentalists" (and he didn't use that term lightly).

So you were being sarcastic before?
 

geordiemp

Member
Everything I've read/heard from people is that it was retailer driven. I forget but one big chain did it, then shortly after Amazon cut the price, then the rest of the big retailers had to match it. Thus, market driven not Microsoft driven.

You just guessing..? ..The fact they all dropped in unison could be market driven but could also be an incentive by MS and they all rolled out within a day or 2.
 
I like how Xbox One is supposedly struggling when people are counting places that hardly even register as legitimate countries. What's the LTD for PS4 and Xbox One in the US? A few hundred thousand units difference, that's all. That's quite competitive, no? Xbox is still in the game in the only place that matters.
Remember the days when the third-place 360 "won" because it got all dat marketshare in UK and US?

Haven't heard the word "marketshare" since the PS4 and Xbox One launch. Gee, I wonder why?
 
Retailers lost $50 on that price cut, not Microsoft. They got paid the wholesale price.

If retailers stop making a profit on merchandise, they stop carrying it. They aren't a charity.

The situation you're looking at is that Microsoft's distribution network contacts the retailer and says, "We have [X] additional XB1's for you." The retailer replies, "We haven't sold existing stock. We can't take on that much." At that point they either accept less stock than Microsoft would like to ship them, or they start negotiating an arrangement that they believe will allow them to move their existing stock quickly enough to make room for the shipment size.

And thus a retailer deal is born.
 

jaaz

Member
So, adding the extra weeks since Sony's announcement and the NPD results, is it safe to say that Sony has an approximate 3 million unit sold to consumers worldwide lead on MS at the moment?
 

zebwinz

Member
You just guessing..? ..The fact they all dropped in unison could be market driven but could also be an incentive by MS and they all rolled out within a day or 2.
They didn't drop in unison. A Microsoft approved (and paid for) price cut would have been across the board, same day, and in every retailer's Sunday ad.
 

Guevara

Member
Everything I've read/heard from people is that it was retailer driven. I forget but one big chain did it, then shortly after Amazon cut the price, then the rest of the big retailers had to match it. Thus, market driven not Microsoft driven.

I'm sorry but this sounds extremely unlikely.
 

xxracerxx

Don't worry, I'll vouch for them.
Sorry, you don't get off that easy here. Either back up what you are posting or face consequences.

With that said, I'd love to know what legitimate reasons you have to doubt the numbers by MS and/or Sony.

He won't be back in this thread likely.
 

Steroyd

Member
Dude, Dreamcast was a failure otherwise it wouldn't have been discontinued in March 2001, so no it wasn't a real competitor for Sony in that situation, especially in 2001

Dreamcast discontinued because of Sega's finite resources, besides Gamecube and Xbox wasn't real competition either if we're going to throw Dreamcast under the bus like that.
 
Don't pretend you aren't one, Skeff. Militant, fascist, holier-than-thou Sony fans who can't shut up about how the "Playstation" is "selling better" and has "superior graphics". Like it even matters. People can't even tell the difference between SD and HD. Unless they're like, sitting like 10 inches away from a 70" screen. It's true cause I have chart, somewhere.

There was an thread last week in which some junior went off on the "Sony Fundamentalists" (and he didn't use that term lightly).

Is there a link to that? I want to see it.
 

Coxy

Member
Don't pretend you aren't one, Skeff. Militant, fascist, holier-than-thou Sony fans who can't shut up about how the "Playstation" is "selling better" and has "superior graphics". Like it even matters. People can't even tell the difference between SD and HD. Unless they're like, sitting like 10 inches away from a 70" screen. It's true cause I have chart, somewhere.

There was an thread last week in which some junior went off on the "Sony Fundamentalists" (and he didn't use that term lightly).

http://www.neogaf.com/forum/showpost.php?p=96357419&postcount=1812
 

Biker19

Banned
I would really bet Microsoft compensated them for that.

They would probably have to pay retailers for that. That means that money was coming out of Microsoft's pockets.

Why would they do that? Send them back to Microsoft if you have to, or let them rot on shelves until Microsoft officially drops the price. There's no scenario where a retailer would willing take a $50 loss on an Xbox One at this time.

Simple: They were trying to get rid of the existing stock.
 

zebwinz

Member
If retailers stop making a profit on merchandise, they stop carrying it. They aren't a charity.

The situation you're looking at is that Microsoft's distribution network contacts the retailer and says, "We have [X] additional XB1's for you." The retailer replies, "We haven't sold existing stock. We can't take on that much." At that point they either accept less stock than Microsoft would like to ship them, or they start negotiating an arrangement that they believe will allow them to move their existing stock quickly enough to make room for the shipment size.

And thus a retailer deal is born.
All depends on the profit margin of the box. For example: product X is sitting on the shelf, costing $2 a day in inventory costs - estimates and sales data show that product X will sit there for 10 days on average. If a price cut spurs additional sales, frees up shelf space and warehousing costs, it could make up for lost revenue while its just sitting there.

WalMart doesn't get a check from French's every time it rolls back the price on yellow mustard.
 

Miles X

Member
The Wii died out completely. Are you seriously telling me that you expect the PS4 to just die and stop selling in three years time?

These are pretty terrible sales all around, comparing them to the 360 is absurd since that was actually in demand and supply constrained. I take it MS won't be able to say that soon as the X1 starts tracking way behind the 360

Who said PS4 needs to die out? MS just need to get Xb1 ahead in the near future. You realise the gap is like 300k right? Unless you have a crystal ball, suggesting XB1 can't overtake is ridiculous.
 

Miles X

Member
how is it huge when it sold less than a 3rd place 360 which being supply constrained sold more 1.7m in that time (jan-March)

360 sold that because it was severely supply constrained over the holidays. Why not combined the sales to get an accurate picture? 3.2m vs 5.1m.
 
They would probably have to pay retailers for that. That means that they were probably still losing money off of each one that was sold for $450.

It would usually be considered a "price protection" which Microsoft would credit the difference by deducting the amount off of a future invoice.
 
Dreamcast discontinued because of Sega's finite resources, besides Gamecube and Xbox wasn't real competition either if we're going to throw Dreamcast under the bus like that.

Gamecube sold 3-times the Dreamcast in the US, Xbox 4-times. I am not the one that threw the Dreamcast under the bus, Sega did.....
 

Verendus

Banned
Not that this really matters in the grand scheme of things as Xbox One represents tremendous value at its current price, but someone just told me that the Xbox One Titanfall Bundle is available for only £349 at Tesco for all UK consumers. Not only is this great value, it becomes even better as you can apply for a further 10% off, making it only £314.

I want to make a small comparison here. This is a Titanfall thread so I feel this is on topic. That's £314 for an Xbox One with the only game this year that matters, Titanfall.

If you were to purchase a PS4, it would cost you £349. That's just the console. A console and a controller. Nothing else. I don't even know if they give you a HDMI cable with it (PS3 didn't have it, so I don't think PS4 would have it either). The only notable purchase on that system isn't due for another 6 months and will likely cost you an additional £40. Until then, you have no games to play. You basically have a controller with a pretty blue light. That's fine for all you fanatics who love the colour blue, but not so much for those who maybe don't want blue, and want yellow or pink or orange.

This creates a difference of £75 and 6 months of no games. Not only are we talking money here, but also time. And unless some of you have a time machine, you're not going to get that time back. I don't know what SCE has been smoking (fucking drug addicts that they are), but I think it's clear that they're essentially lying to people with their narrative of presenting a cheap and powerful gaming system. It's also disheartening to see people on GAF are believing the false hype and have been caught, hook, line and sinker.

The fact is that the competitor is outmatching them in the only country that has centuries of legacy and history outside of the US. The Queen's land, Britannia.

£314 for Xbox One with Titanfall. Of course this console is going to sell millions. This success is well represented in this report.
 
Who said PS4 needs to die out? MS just need to get Xb1 ahead in the near future. You realise the gap is like 300k right? Unless you have a crystal ball, suggesting XB1 can't overtake is ridiculous.
Well you did the Wii as an example when it's not likely the PS4 and the Wii will be in similar end of life situations..

I don't see a turnaround happening in any region personally.
 
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