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Microsoft FY16 Q1: Xbox HW rev down 17%, live rev up 17%, XBL MAU users up 28% to 39M

K

Kayant

Member
bombshell said:
Full report: http://www.microsoft.com/investor/E...s/PressReleaseAndWebcast/FY16/Q1/default.aspx

The 17% down number isn't actually for Xbox sales, but for More Personal Computing, whatever that covers.
Click to expand...

.

OP should be updated. it just talks about general decline in revenue.
https://view.officeapps.live.com/op...ingAssets/Downloads/FY16/Q1/SlidesFY16Q1.pptx

Sorry also missed this as pointed out by Tfault - http://www.microsoft.com/Investor/E...gs/SegmentResults/P3/FY16/Q1/Performance.aspx
 
Ingeniero

Ingeniero

Member
Glad MS is doing ok
jBX8nGI.png
 
K

Kill3r7

Member
bombshell said:
Full report: http://www.microsoft.com/investor/E...s/PressReleaseAndWebcast/FY16/Q1/default.aspx

The 17% down number isn't actually for Xbox sales, but for More Personal Computing, whatever that covers.
Click to expand...

See below.

Revenue in More Personal Computing declined 17% (down 13% in constant currency) to $9.4 billion, with the following business highlights:

· Windows OEM revenue declined 6%, performing better than the overall PC market, as the Windows 10 launch spurred PC ecosystem innovation and helped drive hardware mix toward premium devices

· Phone revenue declined 54% in constant currency reflecting our updated strategy

· Search advertising revenue excluding traffic acquisition costs grew 29% in constant currency with Bing US market share benefiting from Windows 10 usage

· Xbox Live monthly active users grew 28% to 39 million
Click to expand...
 
G

GhaleonEB

Member
Raist said:
Maybe there's no number because they shipped 0 consoles last quarter.
Click to expand...

Hardware revenue would probably drop by more than 18%. :p

Bummer they stopped providing shipment updates, hopefully they at least disclose it at the end of their fiscal year.
 
S

#sorrynotsorry

Member
Boke1879 said:
Definitely have to wait and see how the holidays go but this is why I say they can't keep lowering the price like so many believe they will.

Hasn't it been stated before that MS as a whole wants the Xbox One hardware to be profitable at some point?
Click to expand...

Sure they want it to. But they also want the brand out there. Better to win the war of the living room and lose money than lose the war and add a few pennies to the vault.

Xbox has never been about making money for MS. It's s goal, but not the main one.
 
Z

zou

Member
interesting, azure rev more than doubled y/y and cloud income rose 14% to $2.4b. and that's with the strong dollar.
 
Tfault

Tfault

Member
Actual

• Gaming revenue increased slightly, as growth in revenue from Xbox Live and video games was offset in part by lower Xbox hardware revenue. Xbox Live revenue increased 17%, driven by both higher volumes of transactions and revenue per transaction. Video games revenue grew 66%, driven by sales of Minecraft. We acquired Mojang AB, the Swedish video game developer of the Minecraft gaming franchise, in November 2014. Xbox hardware revenue decreased 17%, mainly due to lower volumes of Xbox 360 consoles sold.
Click to expand...
 
C

CrimsonEclipse

Member
#sorrynotsorry said:
Sure they want it to. But they also want the brand out there. Better to win the war of the living room and lose money than lose the war and add a few pennies to the vault.

Xbox has never been about making money for MS. It's s goal, but not the main one.
Click to expand...

They won't win the war though....at least not this time...
 
Mikey Jr.

Mikey Jr.

Member
Not a lot of numbers, just percentages.

I think people on here are probably right, Xb1 not doing too hot if lower 360 sales is bringing them down.
 
S

...Scatter...

Banned
Hardware revenue is great but its profitability that matters more. Hardware is down 17% but software is up 60+%. What that means for profits overall, I'm not sure.

It's not like they sold 17% less consoles, they just made 17% less revenue. Lower prices can also equal lower revenue unless you ship more consoles at the lower price to make up the difference. Their profits overall may even be higher if costs went down especially considering that large jump in software sales.
 
H

Hockeymac18

Member
Tfault said:
Actual
• Gaming revenue increased slightly, as growth in revenue from Xbox Live and video games was offset in part by lower Xbox hardware revenue. Xbox Live revenue increased 17%, driven by both higher volumes of transactions and revenue per transaction. Video games revenue grew 66%, driven by sales of Minecraft. We acquired Mojang AB, the Swedish video game developer of the Minecraft gaming franchise, in November 2014. Xbox hardware revenue decreased 17%, mainly due to lower volumes of Xbox 360 consoles sold.
Click to expand...
Click to expand...

This should be reflected in title and OP.
 
T

Toki767

Member
3rdamention said:
I swear this is the first time they excluded Xbox shipped numbers from their quarterly. Is that true?
Click to expand...

Yeah. They went from hard numbers to Xbox Family* to active users.

Kind of doubt there are 39 million active users too. Guess it depends on what they count as an active user if it's not just signing on one time in a quarter.
 
T

twobear

sputum-flecked apoplexy
poor sales is kind of understandable imo, what big game releases did they have during this time period?
 
3

3rdamention

Member
IvanJ said:
Revenue decreasing by 17% is pretty bad. Means that decline in 360 (which is much cheaper) cannot be offset by XOne sales. Wouldn't surprise me that XOne sales are down yoy as well.
Click to expand...


Remember Microsoft's NPD PR statement? They said sales were up over last September, which was wrong, so we assumed sales were up January-September of 2015 over the same period of 2014..

Are you saying that is wrong too? I assume sales are up yoy..
 
S

slavesnyder

Member
#sorrynotsorry said:
Sure they want it to. But they also want the brand out there. Better to win the war of the living room and lose money than lose the war and add a few pennies to the vault.

Xbox has never been about making money for MS. It's s goal, but not the main one.
Click to expand...
Nah, the main goal IS making money.
The way to get there was by conquering the living room.
But if finally you see that you might not get there, that you constantly lose money instead and the old vision of an al-in-one entertainment monolith under the TV is eroding thanks to smart TVs, USB sticks, tablets, phones and whatever, and in the end your product is just wanted as a gaming console (something you did not want to be in the first place, no matter what your PR suddenly says) and you even have to change your plans of always online, kinect mandatorial and so on - what's the war's worth?
 
K

Kayant

Member
BKK said:
MS now report "Xbox Live Active Users" instead of shipments ...

ocZmayL.png


ucCWsYc.png
Click to expand...

Lool that's no numbers for anything... What's up with that.

Yep looks like no hardware numbers anymore...Wow.

FY15 Q4 hardware numbers - https://www.microsoft.com/investor/EarningsAndFinancials/Earnings/Kpi/fy15/q4/Detail.aspx

FY15 Q3 hardware numbers - https://www.microsoft.com/investor/EarningsAndFinancials/Earnings/Kpi/FY15/Q3/Detail.aspx

Edit - Dammit MS not quite but not Xbox numbers http://www.microsoft.com/Investor/E...gs/SegmentResults/P3/FY16/Q1/Performance.aspx
 
V

velvet_nitemare

Member
OP should look up the numbers from the XB1 launch and include them. Just to give an idea of how they did last year for the same quarter, and we can theorize how much less they might have sold.
 
3

3rdamention

Member
Maybe they will give shipment numbers in a few weeks...I believe it was the beginning of November last year when they trotted out the "Almost 10 million shipped" statement...
 
A

allan-bh

Member
godelsmetric said:
poor sales is kind of understandable imo, what big game releases did they have during this time period?
Click to expand...

It's the Q1 of the new fiscal year and Microsoft changed somethings on the report.

The lack of Xbox One shipments is the new standard, there's nothing to do with poor sales in the last quarter.
 
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