So you are telling me that in the last 18 months MS sold around 10M X360 out of the 21.3M Xboxs sold? not likely.
How do we know they didn't sell 15+ XB1 for example up until now? we don't have the split.
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Microsoft FY2015 Q3: 1.6M 360+XBO Shipped
- Thread starter ZhugeEX
- Start date
How do we know they didn't sell 15+ XB1 for example up until now? we don't have the split.
I guess we'd have song and dance about it.
You need to think this through more, retail disks install on the HDD as a standard, and we're taking 25-50GB per game, 500GB is a small hard drive as is.
Not to mention royalties are much much nicer when someone buys digital over a retail disc, which is one of the reasons MS went all-in kamikazee with their Xbox One reveal features.
So in other words we don't really know the actual split between the XB1 and the 360 out of the 21.3M.
So why everybody are so sure PS4:Xb1 is 2 to 1? I don't get it.
Thanks, so I'm not just too stupid to find it.
1st Course
Member
Xbox One sales (October 2013 - March 2014): 5.1 Million
Xbox One + Xbox 360 sales (April 2014 - March 2015): 11.7M
Xbox One can be 15M+ only if you believe Microsoft shipped only 1.8M Xbox 360s last year, which of course is 100% wrong considering that it sold more than 1.3M (sell-through) in U.S alone last year.
I would not be so sure. AMD is skipping 20nm all together and going straight to 14nm. 20nm has been a total disaster for TSMC in the high performance front and they are possibly going to lose custoemrs to Global Foundries or Samsung because of it.
20nm just is not viable for GPUs or APUs and if it was, even for low power stuff it would be used as it would be attractive to the low end system and laptop manufacturers.
Doesn't surprise me, they went up to their Hardcore fans and told them to go fuck themselves. Have heaps of friends who were once Xbox/Xbox One fans completly shift over to PS4. It's the Hardcore fans that push the system when it just releases and helps carry the positive word of mouth from the beginning.
RoyalLaFlame
Banned
It's not only about gaemsgaemsgaems, it's about having a strong presence in every territory, have different marketing campaigns for each country. I don't see any ad here showing off the Xbox One but I see plenty of them for Playstation. Not only that but every PS exclusive is in portuguese. And every mall has a Playstation booth for people to try it.
Xbox One has suffered multiple price cuts in the States and UK. What about here? Nothing, still costs the same 399,999999999999999 €. They just can't win, MS doesn't have a clue (or they really don't care).
oldergamer
Member
Then they sold 13 or 14 mil xbox ones. Why would that be so difficult to believe?
If Xb1 had reached 10/15m they would have announced it as it looks good for PR/investors etc. Unless their thinking that announcing milestones which are far lower than their competitors would produce bad PR/investor confidence etc.
Hans.Gruber
Banned
Check out segment revenue and gross margin
Operating Income = Gross Income - Operating Expenses - Depreciation & Amortization
the bolded part can't really be broken down to Q's.
I could be wrong tho, maybe in America it's different but with thorough analysis you can do pretty good breakdowns for each segment.
The 11.7M is for Fiscal year 2014, so how did you get to this number?
And why you didn't include the first days of the XB1 launch? (22-31 Nov)
Yes it's a reasonable explanation.
1st Course
Member
How so? They don't report any of that on divisional level, only stuff they report now are revenue and gross margin. No way you can estimate operation income accuratly based on only these two things.
1st Course
Member
It is all in the OP
Xbox One sales (October 2013 - March 2014): 5.1 Million
Code:
Xbox One Hardware Unit Sales (Unit:Million)
FY Jl-Sp Oc-Dc Ja-Mr Ap-Jn FY LTD
2013/14 - 3.9 1.2 ? ? ?Xbox One + Xbox 360 sales (April 2014 - March 2015): 11.7M
Code:
(360 + XBO) Hardware Unit Sales (Unit:Million)
FY Jl-Sp Oc-Dc Ja-Mr Ap-Jn FY
2013/14 1.2 7.4 2.0 [B] 1.1 [/B] 11.7
2014/15 [B]2.4 6.6 1.6[/B] - 10.6MAX Xbox One shipment can be is 16.8M (assuming X360 sold 0 units between April 2014- March 2015)
Xbox 360 sold (sell-through) more than 1.3M in U.S alone last year.
Hans.Gruber
Banned
MS of course does these breakdown internally, but for investors these numbers are totally irrelevant. Let's look at the Real Madrid and NFL marketing deals.
They promote Xbox, Lumia and Surfaces with them, but also the MS logo is shown. How could they say "well 11,784 % of the NFL money is booked to Xbox"?
Leyasu
Banned
I dont believe that the 360 shipped loads though. Tales from my arse would put the xbone between 13 and 14m.
Even with those numbers, its easy to see why they want to hide them... The ps4 is demolishing the xbone, and they took a wrecking ball to all the hard earned gains last gen.
Audioboxer
Member
The sales aren't bad at all, it's just the PS4 is doing crazy good.
But what about November when the XB1 launch? Why do we start to count from October?
1st Course
Member
Becuase that how Microsoft report their financials. Xbox Launch sales are included by the way. Microsoft shipped 3.9M Xbox One in the Period October 1, 2013 -Decmber 31, 2013.
I take it you are new to these kind of threads?
LiquidSolid
Member
1) Microsoft reported the actual shipped figures for the first few months after launch, so there's no point using the entire Xbox Family figure from that time period. Go take a look at the OP or Kinan's chart on the last page.
2) We know it was at 10 million shipped at one point in November.
3) The Xbone has sold through ~7 million in the US, by far and away its largest market, so where exactly are all these other sales you're talking about coming from? 1% of China's population?
Just because we don't know the exact figures, doesn't mean we can't use what information we have to make estimations and rule out unlikely scenarios (or incredibly unlikely ones, like your 15M+ call).
Because they're quarters, not sixths.
Birgitte2004
Member
Because the quarter starts in October, not November?
Do you really think October-December doesn't include November somehow? Or are you worried that October Xbox 360 stuff is being included?
What, exactly, are you asking?
I suppose you mean September. Microsoft shipped 3.9M Xbox One in the Period October 1, 2013 -December 31, 2013.
1st Course
Member
Yes October 1. Typo.
Sorry but the "just over 10 Mio." number is out there since I believe last November.
And every month people claim it´s "just over 10 Mio".
This is my estimate based on Microsoft data, historical data and trends, projected data, market research estimates as well as my own estimates.
This is something I noticed as well recently. People still think that Xbox One hasn't reached 10m when Microsoft confirmed they hit 10m before December 3rd.
In isolation neither horrible nor great I'd say; solidly average IMO.
Compared to PS4 of course is were the results look weaker: selling less at lower price makes clear overall market preference.
Compared to 360 in total it's stil okay but looking at trends it's not great as the consoles tracking to drop below 360 at this point.
Pretty much confirms general consensus for me; XB1 isn't a disaster but merely solid and it's losing market share vs competition compared to last gen.
I doubt MS is seriously considering dropping hardware yet but certainly results don't make it look mandatory for their overal strategy either. It's all very "middling" for Xbox right now is say.
Compared to PS4 of course is were the results look weaker: selling less at lower price makes clear overall market preference.
Compared to 360 in total it's stil okay but looking at trends it's not great as the consoles tracking to drop below 360 at this point.
Pretty much confirms general consensus for me; XB1 isn't a disaster but merely solid and it's losing market share vs competition compared to last gen.
I doubt MS is seriously considering dropping hardware yet but certainly results don't make it look mandatory for their overal strategy either. It's all very "middling" for Xbox right now is say.
Xbox doesn't mean dedicated hardware. Xbox has become MS's entertainment brand. Xbox music is not tied to hardware. They are clearly transitioning it away from consoles and using the brand for their entertainment services.
You can quite safely assume that profit is down though, whether they were losing money depends how much the profit (if any) was before.
If you think profit wasn't down with revenue you would have to come up with a reason why you think there was an extraordinary increase in efficiency to combat the 24% decrease in revenue. What makes it even less likely is that profits in this space depends on the base and volume was down too. So what do you attribute to your unlikely hypothetical increase in efficiency?
Interesting, I wonder if TSMC can't then others won't either as they have gone to the 14nm process instead. Does it maybe only affect the high end?
We can't really tell anything though, becuase they had such a crazy previous quarter - really pushing to get sales, that this quarter was bound to be flat relative to it.
Birgitte2004
Member
Until this very post I didn't know there was such a thing as "Xbox music".
They are trying to transition away from consoles but he's not wrong, ask people on the street what Xbox is and they won't mention anything beyond the console.
Hans.Gruber
Banned
I never said that profit isn't down, I only said declining revenue doesn't mean "losing money".
And yes "Xbox" as a brand is almost synonymous with the consoles if you would poll it, you would maybe have >5% of people who would also mention the WinPhone gaming apps but thats it.
MS actually plans to take away the "Xbox" tag from the video and music service/app IIRC (there was a thread on GAF about it). It may confuse consumers, who might think you need an xbox or XBL account to subscribe.
EDIT: here is the link rebranding
Yep, plus Sony are finally doing the same with the PlayStation brand, with PlayStation Music/Video even their streaming cable service (PS Vue) over the Sony brand which took them long enough after the horrible SEN/Unlimited brand.
Microsoft need Xbox to be seen as 'cool' same as Sony to sell their other services under the one umbrella.
McHuj
Member
Why wouldn't they do the same? They've been doing it for years and it's worked every time.
You mean Q2.
I don't know about a poll on the streets. I wouldn't know the outcome of such a poll, especially worldwide. I would also like to know where you get 5% from, what is that based on? However, this is beside the point.
If you look at the initial post you disputed then it is pretty clear that the other person wasn't wrong:
They have been changing what Xbox means. Whether they have had much success I wouldn't know since it is also irrelevant to the point but they clearly have been trying to.
Hans.Gruber
Banned
People also seem to hate competition over customers. I own both PS4 and X1 and enjoy they crap out of them. But since MS has fallen behind so big it seems to me that they are really fighting for me as a customer (compared to Sony). If MS really leaves the console business, I don't even wanna know what PSN would be like and how much it will cost.
No S-Klasse owner would ever be happy if BMW 7er or Audi A8 would be discontinued because lack of competition is always bad for the consumer, no matter what brand you buy.
Yet in here (few) people are rooting for the annihilation of Xbox every chance they get.
So you are seriously telling me that if you would ask the next 10 people you meet "What is xbox?" you wouldn't get either "console" or "don't know it"? C'mon.
But you are right, it's all beside the point. What do you think would be a viable future option for the xbox brand? Thin Client, Steam-like service?
LiquidSolid
Member
That was shipped, I was talking sold through.
It's not???
By ZhugeEX's post, i really bealieve that Xbone shipped number are around 13 mil.
Overshipping + slow and low sales leads to slow production.
There will be no annihilation of xbox. Nobody thinks that. That is just victimization talking.
xbox will always be here but it probably won't continue as the xbox1.
Also, worried about what psn would be like without ms? Just look where xbox tried to go when they thought they were on top of the world.
xbox will always be here but it probably won't continue as the xbox1.
Also, worried about what psn would be like without ms? Just look where xbox tried to go when they thought they were on top of the world.
Grimgrillz
Banned
Business gaf
Since there is a lot of speculation as to XB being sold off which company do you think would make a bid and or be successful once XB is under there control?
Since there is a lot of speculation as to XB being sold off which company do you think would make a bid and or be successful once XB is under there control?
It wasn't "just over 10m" anyway. It was "xbox is close to 10m shipped"
Xbox won't be sold off. As soon as I have thread privelags I'll make a thread about it. Xbox will always be ms. It'll just be sans hardware
Chobel
Member
This and another comment from the other thread
Do you know something that we don't know about?
shut up! get the fuck out with your logic
I hope they dont get out...because I like Xbox exclusives. And I plan on getting an XBO eventually. Then again....out the business means cheaper hardware and games..Xbox exclusives on other consoles....hmmm...lol. Naw seriously I hope they stick around.
Just reading my post now....its not the hardware I like so much.. its the games. As long as another console has decent/comparable features, UI, OS I would drop my PS4 in a heartbeat if Sony didnt make any more consoles.. Same if I had an XBO right now. Or if I was still a big Nintendo fan.
Agree. Stop looking at it vs the competition and look at it vs its last gen version.