According to AMD's ( nearly 30 mil. overall ), Microsoft ( 6.6 Xbox consoles ) and Sony latest report ( 6.4 PS4's for Q4 ) :
PS4 : 19.9 shipped
Xbone 10.1 shipped
Math good?
AMD was talking about sold-through, so:
PS4: 18.5m
Xbone: ~11m
According to AMD's ( nearly 30 mil. overall ), Microsoft ( 6.6 Xbox consoles ) and Sony latest report ( 6.4 PS4's for Q4 ) :
PS4 : 19.9 shipped
Xbone 10.1 shipped
Math good?
AMD was talking about sold-through, so:
PS4: 18.5m
Xbone: ~11m
Really? The articles I have seen said shipped.AMD was talking about sold-through, so:
PS4: 18.5m
Xbone: ~11m
Really? The articles I have seen said shipped.
If xbone has reached 10m sold through they should just announce it. behind or not, 10 million consoles sold is a milestone in their own right.
Really? The articles I have seen said shipped.
If xbone has reached 10m sold through they should just announce it. behind or not, 10 million consoles sold is a milestone in their own right.
If xbone has reached 10m sold through they should just announce it. behind or not, 10 million consoles sold is a milestone in their own right.
Sony reached that number.........last year.
i get what you're saying, but... Is it really rational to jump ship just because the platform you're on isn't the best? It's not like the xbone is flopping, it's just not doing tremendously as well as the competition.I have a feeling they'll keep quiet. If they announce sales numbers, then comparisons are going to be inevitable. A lot of Xbox One owners may feel disillusioned because their console isn't selling as well as they'd hoped. They might get annoyed,they may even consider switching communities. A "grass is greener on the other side" effect.
It's not that it's a milestone, it's that this good PR has a strong chance at becoming bad PR.
So what? Yes, the Ps4 is winning it's common knowledge at this point of the 8th gen. So shying away from revealing numbers in my opinion is kinda pointless.Sony reached that number.........last year.
It would be very bad optics if Microsoft were to announce 10 million today, and Sony were to announce 20 million next week. There's no way that Microsoft would want to set themselves up for a direct comparison, so there will be no major news on that front. In fact, Microsoft will want to bury their global numbers as much as possible. The North American numbers are fairly close, so they might want to talk those up.So what? Yes, the Ps4 is winning it's common knowledge at this point of the 8th gen. So shying away from revealing numbers in my opinion is kinda pointless.
So what? Yes, the Ps4 is winning it's common knowledge at this point of the 8th gen. So shying away from revealing numbers in my opinion is kinda pointless.
Time to buy their stock??
Conduit said:According to AMD's ( nearly 30 mil. overall ), Microsoft ( 6.6 Xbox consoles ) and Sony latest report ( 6.4 PS4's for Q4 ) :
PS4 : 19.9 shipped
Xbone 10.1 shipped
Math good?
AMD was talking about sold-through, so:
PS4: 18.5m
Xbone: ~11m
AMD was talking about sold-through, so:
PS4: 18.5m
Xbone: ~11m
Shipped, no way did xbone sell thru 11m. EVERY retailer still has ACU bundle.
If xbone has reached 10m sold through they should just announce it. behind or not, 10 million consoles sold is a milestone in their own right.
An AMD executive later clarified that it was sold-through.
Announcing 10 million sold through would not benefit MS in any way from a PR perspective.
An AMD executive later clarified that it was sold-through.
hmm, would you mind sharing? Since the only one I've seen is in relation to their costumers. As in they was nearing sold 30m to MS and Sony combined.
hmm, would you mind sharing? Since the only one I've seen is in relation to their costumers. As in they was nearing sold 30m to MS and Sony combined.
Hi Guys, just a quick one regarding sell through.
AMD announced that PS4 and X1 install base was nearly 30 million as of the end of 2014. A lot of people think AMD meant 30 million shipped units between PS4 and X1 but Lisa Su, later clarified that they were talking about sales from their customers (Sony & MS) to end users (consumers).
So what AMD were actually saying is that cumulative sell through of PS4 and X1 was nearly 30m units before the end of 2014. We can say that ~18.5m units were PS4's and that an absolute maximum of 11.5m were Xbox One's.
Take Two have now released information that says sell through of PS4 and X1 has been very strong with a combined installed base of these platforms exceeding 29 million worldwide by the end of December according to IDG estimates.
So now we can narrow down that the install base is more than 29m but less than 30m assuming AMD and Take Two are using the same source.
Therefore we can say with some confidence that estimated sell through of PS4 will be around ~18.5m and estimated sell through of Xbox One will be between ~10.5m to ~11.5m.
Whilst not an exact figure for X1 it's as close as we'll get.
I'm on my phone so can't post the link but Lisa Su from AMD originally announced 30m shipped. Then was asked to clarify in the Q&A section and said that when she meant shipped she meant from AMD's customers (Sony & MS) to end users (consumers)
In the same way that take two just confirmed more than 29m.
Both these statements come from their conference calls which you can find on the investor relations site.
XB1 is around 11.5m-12.5m sold in at the moment.
Edit: yeh what aqua said.
Also see my post from the last two pages.
They are revealing numbers...Microsoft is revealing combined Xbox shipments.
That's all they owe shareholders as far as responsible financial disclosures go.
Anything extra is a gift, and it stems from management that prioritises transparency...but it's not required in the slightest.
So because Microsoft is fulfilling what's required of them, what benefit would they have to go above and beyond?
It wouldn't make shareholders happy. It wouldn't make Xbox fans happy. It wouldn't paint Xbox in a positive light. It would make people invested in sales analysis happy...but those people don't matter to the bottom line.
Ergo, Microsoft stays silent on exact numbers. And they should stay silent...there's no good reason for them to carefully delineate Xbox One shipments.
Normally I would agree with this, however, I would find it strange that they would remain silent about hitting a milestone such as 10m sold to customers. Especially when they were happy to reveal in mid november that they were close to 10m shipped.
I would say there is no point in remaing silent as the sales comparisons will happen regardless and everyone knows they are behind the PS4 anyway. Sooner or later we will find out the numbers, so might as well take the PR opportunity, as 10m sold to customers at this point in its life isn't really a poor showing
Why would it? They're seeing the benefit of releasing competent tech at a reasonable price rather than selling a high-end machine at a huge loss. If anything, this will ensure they do the same thing next time around.
For mass market products, the result will always have to be a compromise between specs and price.
They just happen to have hit a nearly perfect balance with the PS4 imo.
Just don't expect the PS5 to be a juggernaut either, as it will have to be priced at $399 maximum.
Consindering the PS4 success is based on selling a good compromise of hardware power and reasonably low price, this will make Sony take the same approach again not change it
They went all out with the PS3 and they struggled a lot, people don't care about hardware power in a console if the product isn't affordable enough.
Announcing 10 million sold through would not benefit MS in any way from a PR perspective.
An AMD executive later clarified that it was sold-through.
PS4:
19.9 million shipped
18.5 million sold
XB1:
~11.5-12.5 million shipped
10-11 million sold? (10.5 million is my personal guess)
Original reference in Lisa Su's presentation:
"Turning to our enterprise embedded and semi-custom segment. As expected, semi-custom shipments decreased sequentially as we supplied a significant amount of product to Microsoft and Sony in the third quarter as a ramp to support the holiday demand spike. We are pleased with the full-year performance of the semi-custom business and the strong sell-through reported by our customers. Nearly 30 million Sony and Microsoft consoles have now shipped. Our semi-custom shipments more than doubled in 2014, which fueled excellent full-year performance for this part of our business."
Exact quote from the Q&A in AMD's latest conference call:
Sanjay Chaurasia - Nomura Holdings:
"Hi, Lisa. A question on gaming console. You indicated 30 million shipments this year. And if I go back historically when these gaming consoles were launched, I think the first year sales were roughly between 15 million and 20 million. My question is it seems like this higher sales could be because of expanded availability in different regions. And as you look into next year, what gives you confidence that you could grow this in terms of units or in terms of your revenue in 2015? And then I have a follow-up."
Lisa Su - President and CEO of AMD:
"Sure. So, Sanjay, let me just clarify. In terms of the unit shipments, those are unit shipments from our customers to end-users. And that's, you know, most of that is publicly available data from what Sony and Microsoft have published.
So, relative to historical, I think most people will say that historically the game console shipments in this generation are higher than in the previous generation. And you can come up with all kinds of reasons for that, some of that is sort of the price points that they've chosen. I think that certainly helped the holiday season. Some of that is software titles that are available at a given point in time.
I think the main thing is, you know, as we look at any holiday season, we want to make sure that there's not a lot of inventory that's sitting with our customers. And we see that that's very, you know, fairly well-balanced. And so that gives us confidence, as you go into 2015 and you see new titles that are launched and those come out, that it should be a fairly normal market."
From the latest Take-Two conference call:
Strauss Zelnick - Chairman and CEO of Take-Two:
"From an industry perspective, we are pleased with the performance of the new hardware to-date, which has exceeded our expectations. Consumer demand for the PlayStation 4 and Xbox One appears to have been strong throughout the holiday season with a combined installed base of these platforms exceeding 29 million worldwide at the end of December, according to IDG estimates. The ongoing success of next-gen consoles underscored the vibrancy of the core gaming market and represents a significant growth opportunity for Take-Two.
Well, I didnt say they need to change their approach...
But since the current PS4 approach is the result or the bad PS3 launch, and now that PS4 had an amazing launch, maybe they could make their next console be on the middleground. Not PS3 expensive, not PS4 'weak' either.
Me, and many many others would have payed $100 more for a more capable system.
See this:
"Sure. So, Sanjay, let me just clarify. In terms of the unit shipments, those are unit shipments from our customers to end-users. And that's, you know, most of that is publicly available data from what Sony and Microsoft have published."
From customers to end-users = Sell-through
"Consumer demand for the PlayStation 4 and Xbox One appears to have been strong throughout the holiday season with a combined installed base of these platforms exceeding 29 million worldwide at the end of December, according to IDG estimates."
Install-base = Sell-through
So Install-base should be around 29-29.5 million, where PS4 is 18.5 and XB1 is 10.5-11 million.
Where does the 18.5 million sold through value come from?
Just a couple of things. IDG's is an estimate. So their estimate of 10.5m has to be taken within whatever margin of error they have either way.
AMD's however is just funny. Nearly 30m based on published data from MS and Sony. They even state clearly its mostly publicly available data.
So nearly could mean anything really starting from 27.5m. As for 'publicly available', anyone care to point me to the MS statement to back this up
Just a couple of things. IDG's is an estimate. So their estimate of 10.5m has to be taken within whatever margin of error they have either way.
AMD's however is just funny. Nearly 30m based on published data from MS and Sony. They even state clearly its mostly publicly available data.
So nearly could mean anything really starting from 27.5m. As for 'publicly available', anyone care to point me to the MS statement to back this up
See this:
"Sure. So, Sanjay, let me just clarify. In terms of the unit shipments, those are unit shipments from our customers to end-users. And that's, you know, most of that is publicly available data from what Sony and Microsoft have published."
From customers to end-users = Sell-through
"Consumer demand for the PlayStation 4 and Xbox One appears to have been strong throughout the holiday season with a combined installed base of these platforms exceeding 29 million worldwide at the end of December, according to IDG estimates."
Install-base = Sell-through
Sony & MS sell-through figures are "estimates" too.
Which kind of makes the subject a bit of a joke. Estimates based on someone else's estimate, then throw in a caveat or two then we estimate on that.
Just a couple of things.....
Considering how much IDG reports cost, you can take them to the bank. We're talking less than 1% error margins at this level.Which kind of makes the subject a bit of a joke. Estimates based on someone else's estimate, then throw in a caveat or two then we estimate on that.
NO! Just stop now
Considering how much IDG reports cost, you can take them to the bank. We're talking less than 1% error margins at this level.
That accurate? Hot diggity...Considering how much IDG reports cost, you can take them to the bank. We're talking less than 1% error margins at this level.