Welfare
Member
I think you are forgetting that he is talking about April - December. Not January - September.
360 did ~2 million alone this Q.
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Microsoft FY2015 Q2: 6.6M 360+XBO Shipped
- Thread starter 1st Course
- Start date
I think you are forgetting that he is talking about April - December. Not January - September.
360 did ~2 million alone this Q.
Did AMD really specify sold through from the perspective of the end products or from their own perspective? Because from their own perspective, any chip that is delivered to Sony or MS is 'sold through'.
Jimmyfenix
Member
Seriously.... just stop. What you're saying is impossible.
Narpas Sword0
Member
What has Nintendo reported for this period so far?
KyanMehwulfe
Member
not in this case (edit// you're not misunderstanding, i mean). it would if they were holding inventory, perhaps; they'd be factoring a small writedown into cogs (or a separate expense if the writedown was large enough). but with how MS ships product, cogs would likely remain the same and so yeah it'll just result in lower rev.
quarter to quarter, the division did have higher cost of rev though... q1 to q2 rev increase from 2500m to almost 4000m and yet their gross margin was actually 19m lower. techncially it did improve YOY which the report highlights, but q1 was one of their best margin performances and it changed a lot in q2.
not really sure why though because with quarterly reports they never put much effort into segments, and you'd need a pretty comprehensive segment income statement to better understand where it came from.
Because half of that potential WW shipped figure is 360 actual sales in the US only over that period of time.
They said their customers (referring to MS & Sony) have sold nearly 30 million to end users. (referring to you and me)
The numbers suggest a 10m sold-through against the 18.5m PS4 figure. It's pretty much expected.
It will be interesting to see how shipments are going to fall during the next quarter,looking at yearly reports MS always tends to overship during the holidays quarter and pays for that in the next quarter.
It will be interesting to see how shipments are going to fall during the next quarter,looking at yearly reports MS always tends to overship during the holidays quarter and pays for that in the next quarter.
1st Course
Member
phones:
10.5 million lumia
39.7 million non lumia (dumb phones)
10.5 million lumia
39.7 million non lumia (dumb phones)
I think they are attempting to correct for that with the price drop.
still too high
That is a great increase for Lumia.
The Shogun
Banned
It's outpacing the 360 in the same time frame.
Welfare
Member
Are you still suggesting that the Xbox One is below 10m sold through?
Revenue - Cost of Revenue = Gross Margin, so you can back it out that way.
I don't know what "other" is. The margin for the division overall fell 10% (aka cost of revenues grew faster than revenues). Or is Computer and Gaming Hardware its own subdivision now? Microsoft's reporting is like my least favorite. Confusing as all hell.
It is its own subdivision now. Hardware is in there and the other Xbox stuff like software and Live revenue is in Devices and Consumer Other I believe.
I don't see that table you posted anywhere in the report.
GameSeeker
Member
So Microsoft combined unit sales declined 10% year over year.
Oct-Dec 2013 7.4 million units (X360+X1)
Oct-Dec 2014 6.6 million units (X360+X1)
And the price cut on the Xbox One contributed to a 20% decline in revenue year over year. Large declines in both units and revenue doesn't sound like a healthy business.
The Q1 numbers will let us see how much channel stuffing Microsoft did.
Oct-Dec 2013 7.4 million units (X360+X1)
Oct-Dec 2014 6.6 million units (X360+X1)
And the price cut on the Xbox One contributed to a 20% decline in revenue year over year. Large declines in both units and revenue doesn't sound like a healthy business.
The Q1 numbers will let us see how much channel stuffing Microsoft did.
Too bad the UK market isn't as big as it used to compared to other european markets(France, Germany).
They need to do something there.
Hmmm. Not so much better when you compare 2013 to 2014 sales.
It's only a very slight increase YOY. Maybe Windows 10 can help but tbh I really don't see it doing well in the consumer space.
Dragonborn
Member
I'm pretty sure that can't keep going for long? By when will it start falling behind?
Hmm, that's.. Why? Haven't they supplied the cheapo lumia's WW?
OK, thanks! Didn't think AMD would report it like that, cool.
The Shogun
Banned
The unit sales decrease is obviously Xbox 360.
Revenue - Cost of Revenue = Gross Margin, so you can back it out that way.
I don't know what "other" is. The margin for the division overall fell 10% (aka cost of revenues grew faster than revenues). Or is Computer and Gaming Hardware its own subdivision now? Microsoft's reporting is like my least favorite. Confusing as all hell.
Computing and Gaming Hardware a Division on its own.
Captain Tuttle
Member
SnowFlakeCake
Member
They can't do fuck all in EU, the only country in Europe where they have equal footing is the UK. Germany, France and Spain have gaps that are at least 2:1 and there is nothing I see releasing on X1 that could change that.
That is not the case in UK and NA though where there is plenty that can be done by MS to close the gap, by the time this gen is over I see a 1:1 ratio of consoles sales for PS4 and X1 in UK and NA. The other regions will obviously open the gap considerably so again numbers straight from my arse, I think the gen will finish with PS4 outselling X1 1.5:1 WW.
Business wise they did well, would be nice for their shares to reflect that. Thankfully I bought shares over a year ago and they went up considerably quite quickly but the last 5 months have been painful. Tesco has been such a good time though this last month or so.
10.5 million Lumia devices in the latest quarter, compared to the 8.2 million during the same period last year.
Right, but I believe his point is that it highlights the substitution pattern towards the competition.
So it's not just that the PS4 is killing it, but that some 360 customers are indeed actively substituting out of the Xbox ecosystem.
On an unrelated note, it's nice to see the Surface line finally, finally gaining some traction in the market. Hopefully it keeps iterating into better products.
The Artisan
Member
I thought that was deemed too optimistic
Sorry, I was comparing CY2013 to CY2014.
Welfare
Member
Probably around year 5. That is when the Kinect came out and boosted 360 sales.
With 6.6m shipped in Q4, most of those are going to be the One. ALso that is shipped, not sold.
theprodigy
Member
I was going to say very soon, then I saw the 360's shipments in the first half of 2007 were utter shit, so...they might be able to keep up the PR fluff for another full year?
It's refreshing to see a company actually doing well these days, with such doom and gloom in the electronics industry. MS are looking pretty healthy.
On a related note. The 360 is still the biggest software platform in the UK. MS need to convert those people to the XBO as soon as they can.
On a related note. The 360 is still the biggest software platform in the UK. MS need to convert those people to the XBO as soon as they can.
Shpeshal Nick
aka Collingwood
They need to get the 360 4GB down to $99US. Surely it's been long enough now.
The Shogun
Banned
Or they just haven't upgraded.
Obviously there have been 360 gamers that have jumped ship but you can't make a conclusion at all at what rate from these numbers. What it tells you is the 360 is on its deathbed
1st Course
Member
Nokia is still strong in 3rd world. Gonna take a while till people there drop dumb phones.
Banjo-Kazooie
Member
What? Lol... it is tanking in many countries worldwide, and it has always been said PS4 is selling about 2x as much... if they shipped 11-12 mil then that's not bad. It's not good in comparison to PS4, but it's certainly not bad.
Not bad when you consider their "flasgship" all last year was 930.
Wut?
Jimmyfenix
Member
Interesting
Conflict NZ
Member
It's great having a powerful console back on top, we don't have to put up with the shovelware shit we got last gen because the Wii was such a hit.
It might be a possibility although there aren't signs of strong sales outside of the holiday period even with the price cut.
We can only guess considering how MS is putting 360 and XB1 figures together...
Still I think that the sold through figure is closer to 10m than 9m and it better be
It's slightly ahead. This "advantage" being mostly due to the first quarter, where the 360 was massively supply constrained.
But it can't keep it up
ProvenDeadly
Member
Inb4 doom and gloom