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PS4 sales have surpassed 5.3 million units according to Sony (As of Feb 8)

Alchemy

Member

If Microsoft is making as many units as Sony is, but only managed to sell 150k units in NA during January, we're left with around 850k units left. We can assume the UK and some other countries picked up some sales but no where near 850k. Especially if Microsoft dumped most of those units into NA.

The only question is where the units are, retailers or storage warehouses.
 
With the PS4 and Xbone gap widening, I'm wondering if it'll be viable for publishers to release exclusives because it'll save them port time and money to a larger audience.

I doubt it'll happen with the high costs of game development but it'll be nice to see.
No point in that. XB1 owners buy games and porting is quite cheap.
 
750k?!?! Thats insane. Is it really that bad?

As of Jan. 23rd

http://www.vg247.com/2014/01/23/microsoft-q2-fy14-firm-reports-revenue-of-24-52-billion/
Microsoft has released its financial statement for Q2 fiscal year 2014, announcing revenue of $24.52 billion for the quarter ended December 31, 2013. The company sold 7.4 million Xbox consoles “into the retail channel” including 3.9 million Xbox One consoles and 3.5 million Xbox 360 consoles.

3.9 million XB1's shipped to retail channels as of Jan. 23rd
3 Million XB1's sold WW to consumer as of Dec. 31st, 2013
141K sold in US as of Jan NPD

So 750K in retail channels minus whatever sold in the rest of the world

Likely at least 600K if not more depending on additional shipments
 
If Microsoft is making as many units as Sony is, but only managed to sell 150k units in NA during January, we're left with around 850k units left. We can assume the UK and some other countries picked up some sales but no where near 850k. Especially if Microsoft dumped most of those units into NA.

The only question is where the units are, retailers or storage warehouses.

Don't forget the 900k they had left over from Dec.
 
What prompted this press release? It seems so random.

that's what got me wondering what's up with the cut off day or even the announcement today other then there's the The Order blowout coverage today (the 18th). Unless this is just the end cap of the media blitz of the last week
 

Steroyd

Member
They already shipped 3.9 million in 2013. You don't expect anymore shipments for 3 months?

They can still ship units it's just that they aren't going to sell, it's not looking like they're going to sell 600k units through February, they should in March because Titanfall though.
 

Jaxar

Banned
People keep telling the new gen will be a 2nd PS2 era and I start to believe it although I am a hardcore Xbox fan.

PS4 is doing well but I don't think its going to do PS2 numbers. At the time the PS2 simply demolished the competition, like it wasn't even close. XB1 isn't selling as well as the PS4 but its still doing quite well IMO.
 
MS sold 3 mil. And shipped 3.9 million by the end of Dec.

In Jan, they did 140k in NA and lets be very generous and say they did 140k WW. That's a total of 3.3 million consoles or so, so that would be 600k sitting on shelves. Add to that whatever they shipped in Jan and there might just be a million+ Sitting unsold

Yep, and they're also manufacturing a million+ units a month (per Pachter estimates).

Inventory warehousing costs is eating them alive.

I wouldn't be surprised to see them prematurely rush out their Tier 2/Tier 3 territory releases over the next few months just to start clearing their warehouse overflow.
 

Dire

Member
MS sold 3 mil. And shipped 3.9 million by the end of Dec.

In Jan, they did 140k in NA and lets be very generous and say they did 140k WW. That's a total of 3.3 million consoles or so, so that would be 600k sitting on shelves. Add to that whatever they shipped in Jan and there might just be a million+ Sitting unsold

That number is probably substantially larger than 1mm. I think Microsoft vastly overestimated demand for their console. The point being is that the way they are able to produce them so cheaply is that they contract production in enormous bulk. Who knows how many systems they contracted up front for? I think it's safe to say it was probably a lot more than 4mm, and and those consoles are going to be shipping to them whether or not they want them.
 

CCIE

Banned
I wonder how the gaming market will take TitanFall, which looks fun but very unimpressive visually when every third party game is superior on the PS4, and Infamous, the Order, MLB all having footage and release dates at the same time

I mean the ONLY game MS has that can compete with those visually is Ryse, and look at the third party sales. I'm not sure a price drop is in the cards either, as MS has to answer to its investors... certainly won't see any more "bought" exclusives. MS isn't going to dump more money into a division that is simply bleeding cash with all of its losses.
 
Yep, and they're also manufacturing a million+ units a month (per Pachter estimates).

Inventory warehousing costs is eating them alive.

I wouldn't be surprised to see them prematurely rush out their Tier 2/Tier 3 territory releases over the next few months just to start clearing their warehouse overflow.

Maybe someone more knowledgeable could shed some info on this but how exactly would that work? Does MS just stop producing X1s or they keep piling the boxes?

Do retail stores not care? Do they send stock back?
 
I don't think SO can (too quirky/niche of a game) but QB definitely has the potential to do so based on how they are setting the game up to be. Again, we'll see though. We aren't even halfway into the first year of the gen.

I would expect it to do Heavy Rain type numbers if there are enough XBox Ones out there. I don't see it having a huge appeal but should be successful in it's niche. It's the kind of game I'd probably buy if I had an XBox One but I don't think the audience for these kind of games is huge. The main thing that would put me off is the tie-in live action TV thing, I'm not convinced that's a good idea at all.
 

wotta

Member
More than that. The deal also cut out those 80 million PS3 owners.

Very true. That's a lot of lost sales then. Surely MS couldn't have paid EA that much. Seems to be the Peter Moore factor me thinks. He'll be getting fired soon then lol.
 

ymmv

Banned
Yep, and they're also manufacturing a million+ units a month (per Pachter estimates).

Inventory warehousing costs is eating them alive.

I wouldn't be surprised to see them prematurely rush out their Tier 2/Tier 3 territory releases over the next few months just to start clearing their warehouse overflow.

Which is not going to help much in Europe since all that's left are relatively small countries where the Xbox 360 was the least popular console choice.
 

Chobel

Member
As of Jan. 23rd

http://www.vg247.com/2014/01/23/microsoft-q2-fy14-firm-reports-revenue-of-24-52-billion/


3.9 million XB1's shipped to retail channels as of Jan. 23rd
3 Million XB1's sold WW to consumer as of Dec. 31st, 2013
141K sold in US as of Jan NPD

So 750K in retail channels minus whatever sold in the rest of the world

Likely at least 600K if not more depending on additional shipments

MS sure shipped more to retailers in 2014, so we're looking at +1m in retail channels.
 
Wii U Sold
US - 2.15
JP - 1.6
EU/Other - ?? (1.5 shipped dec 13)

Got them from the latest NPD/Media threads. Safe to assume PS4 is in a comfortable WW lead. Not like it matters anyways with JP release this weekend.
 
You're not going to see that unless MS drops out of the industry and Nintendo is the only "competition." What they will do though is actually think before they take a money hat like EA did with Titanfall.
Not only that, despite the XBO userbase being smaller, the XBox crowd is one that actually buys third party games. This isn't a Nintendo situation where the only stuff that sells is first party. If third parties are making PS4 games, they should make them for XBO too (I udnerstand that the console architecture is similar therefore it's cost effective to develop for both...even though one is a little more powerful than the other?). Unless, of course, they're money-hatted like EA. Even then, I think it's a safer bet to develop for both (except if you're developing a cutesy platformer, in which case don't put it on XBO).
 

zhao3gold

Banned
If Microsoft drops the price of Xbox One to 399, then what ambassador program they will make to calm down the earlier adopters?

If Xbox One is making profits to Microsoft (although it is quite minor comparing to other MS business), then I don't think MS will take an emergency action until Titanfall launches in the market.
 

Toki767

Member
If Microsoft drops the price of Xbox One to 399, then what ambassador program they will make to calm down the earlier adopters?

If Xbox One is making profits to Microsoft (although it is quite minor comparing to other MS business), then I don't think MS will take an emergency action until Titanfall launches in the market.

It's Microsoft. Don't expect much. It'll be something like free Lococycle for everyone.
 

zhao3gold

Banned
Very true. That's a lot of lost sales then. Surely MS couldn't have paid EA that much. Seems to be the Peter Moore factor me thinks. He'll be getting fired soon then lol.

Then quite nice. Please come back to MS, Moore. You are much better than Yusuf Mehdi.
 

Alchemy

Member
Maybe someone more knowledgeable could shed some info on this but how exactly would that work? Does MS just stop producing X1s or they keep piling the boxes?

Do retail stores not care? Do they send stock back?

Microsoft builds units based on estimates for retailer demand, not to order. So Microsoft likely had their foot on the gas peddle cranking units out at full speed for the last couple of months. Retailers gobbled up a lot expecting demand to be higher, but will likely slow down orders since they're sitting on a bunch of unsold stock.

Microsoft is going to have to slow down production. It costs a lot of money to store unsold hardware, especially if they're still making a million boxes a month.
 

magundah14

Neo Member
that's what got me wondering what's up with the cut off day or even the announcement today other then there's the The Order blowout coverage today (the 18th). Unless this is just the end cap of the media blitz of the last week

It's probably to show pre- and post-release numbers in Japan and to brag about selling 9 billion units just there.
 

zhao3gold

Banned
It's Microsoft. Don't expect much. It'll be something like free Lococycle for everyone.

Microsoft is totally changed. They used to sell OG Xbox at 100USD loss per console at launch.

Then they made Xbox 360 without HDMI, without BD or HD-DVD built-in (to see add-on), without WIFI built-in (to sell add-on). Even today, the Xbox360E is still only 4GB & 250GB comparing to PS3 12GB & 500GB.

Then they made Xbox One with meh hardwares and selling it at 499.

Microsoft seems want to grab every penny they can.
 
Maybe someone more knowledgeable could shed some info on this but how exactly would that work? Does MS just stop producing X1s or they keep piling the boxes?

Do retail stores not care? Do they send stock back?
My understanding is that, no, the way console manufacturing works is that ms/Sony/Nintendo contracts a factory to build them consoles. They essentially buy up time on assembly lines to build their console and because it's costly to retool one assembly line building one thing to another, these factories have them rent out the assembly line for the year. There's no easy way to change the amount that these lines produce once they start going since they're contracted to make a certain amount of consoles per month. Ms would have to find places to store them once completed and retailers can first reduce their refill orders if an item is not selling as fast as expected, they can send them back if it gets too bad but that would usually signal they no longer wish to carry the product


I think there was a good pach-attack vid explaining hep consoles are ordered/manufactured a few months back where pachter explains it in laments terms pretty well
 
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