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Microsoft FY2015 Q2: 6.6M 360+XBO Shipped

Miles X

Member
No, it's probably slightly less than that, after all it was "Nearly 30 million" (I think)

No chance the XB1 is at 11.5M sold through.

The ~ is there to indicate the highest possible sales. I don't think it's at 11.5m sell through either.

I do think shipments are around 12m tho, with MS shipping a lot.

I have no clue about what AMD has said, so I was just going off what you posted. Haha, my bad.

NP, they said PS4/Xb1 sell through are approaching 30m.
 

Faustek

Member
When they updated last time they said
~soon 10m shipped.

Meaning that they expected to ship 10m by the end of 2014. No way in hell you can make 2m extra just jump out.

That math, it's wrong. Do it again.
 
Yet you speak of a 12M absolute minimum and maybe even up to 13M.

Yes, I do. If 7 million was the extreme low-end for the end of the previous quarter and somewhere around 8 million is the high-end, this is the reasonable range. The most important point though is that there's no way XBO did only 4 million last quarter for the reasons stated. Even 4.5 is ridiculous. Estimating that 60-67% of all shipments are accounted for by NPD sales doesn't work.
 

JaggedSac

Member
Cost of Sales wouldn't be affected by a price drop. I thought you were talking about vis-a-vis Xbox 360-dominated quarters (i.e. product mix).

If it costs you $5 to make something, selling it for $10 or for $8 shouldn't affect your cost of sales. Microsoft might take charges against retailer promotions in SG&A though.

Am I misunderstanding?

Dude, I have no idea. I just thought I recalled when they had promotions that they called out cost of revenue being higher and it affecting gross margins for the divisions. But I've also been called an idiot more a few times, so there's that to consider.

Edit: Looks like sales and marketing increased 400 million over the 3 months ending last year. Not sure how much of that increase could be attributes to the Bone discounts and free game promotions. G&A increased about 200 million.
 

Miles X

Member
When they updated last time they said
~soon 10m shipped.

Meaning that they expected to ship 10m by the end of 2014. No way in hell you can make 2m extra just jump out.

That math, it's wrong. Do it again.

They didn't say this at all, they said they're nearing 10m shipped, which could be constructed as anything at the time (and was) but this was in November.

Shipping 2m in December can easily have happened (and looks like it did.)

No. 11.5m is shipped.

18.5m is sold through.

Xbox One will be around 10m-11m sold through to end users.

You just said the AMD figure is sold through to consumers?
 
Sweet, thanks.

So
PS4 18.5m (confirmed from Sony)
XB1 11.5m~ (nearing 30m)

wrong.

AMD said 30 million shipped.

I don't think its accurate though.

I'm guessing 19.5-20 million PS4 shipped and 11.5-12 million XB1 shipped.

Sold would probably be 18.5 million PS4 vs 10.5 million XB1.
 

mike4001_

Member
When they updated last time they said
~soon 10m shipped.

Meaning that they expected to ship 10m by the end of 2014. No way in hell you can make 2m extra just jump out.

That math, it's wrong. Do it again.

The almost 10 Mio shipped was Mid November ...

It´s no problem to be at 10,5 - 11 Mio. sold through 2 months later with Christmas in this period.
 

hawk2025

Member
The ~ is there to indicate the highest possible sales. I don't think it's at 11.5m sell through either.

I do think shipments are around 12m tho, with MS shipping a lot.



NP, they said PS4/Xb1 sell through are approaching 30m.

For future reference, the well-established symbol for an upper bound is "< X". "~X" usually stands for approximately.
 

ZhugeEX

Banned
For those who want to see how this gen is doing to last gen-

NEXT GEN:

PS4 CY2013- 4.50m
PS4 CY2014- ~15.00m - 15.50m (estimate based on sell through figures)
Total: 19.50m-20.00m

XOne CY 2013- 3.90m
XOne CY 2014- ~7.60m - 8.10m
Total: 11.50m-12.00m

WiiU CY2012- 3.05m
WiiU CY2013- 2.80m
Total: 5.85m

Cumulative total: 36.85m - 37.85m

LAST GEN

PS3 CY2006- 1.86m
PS3 CY2007- 8.85m
Total: 10.71m

X360 CY2005- 1.50m
X360 CY2006- 8.90m
Total: 10.40m

Wii CY2006- 3.20m
Wii CY2007- 16.95m
Total: 20.15m

Cumulative total: 41.26m


At the moment the Xbox One is doing slightly better than the PS3 and Xbox 360 were at the same point, don't expect that to continue. The Xbox 360 sales continued to rise sharply, I expect Xbox One to do the opposite overall.
PS4 at the moment is doing as good as the Wii.... yes as good as the Wii. It won't continue doing as well as the Wii but it's going to do really amazing over the next few years.
 

Raist

Banned
Yes, I do. If 7 million was the extreme low-end for the end of the previous quarter and somewhere around 8 million is the high-end, this is the reasonable range. The most important point though is that there's no way XBO did only 4 million last quarter for the reasons stated. Even 4.5 is ridiculous.

No, it's not reasonable at all.

Again:

XB1 up to March 2014: 5.1M

From that point when they combined numbers:
XB1+360=10.1M

If you think that the XB1 is potentially at 13M, this means that they shipped 7.9, meaning that shipment of 360 caps at 2.2M. For the whole of April to December 2014.
There's no way this is remotely a possibility.
 

Y2Kev

TLG Fan Caretaker Est. 2009
Dude, I have no idea. I just thought I recalled when they had promotions that they called out cost of revenue being higher and it affecting gross margins for the divisions. But I've also been called an idiot more a few times, so there's that to consider.

Oh, haha.
 

Faustek

Member
They didn't say this at all, they said they're nearing 10m shipped, which could be constructed as anything at the time (and was) but this was in November.

Yupp, and usually this is reported in a quarterly report. Being the last(third) quarter this was announced usually means that it will be during that quarter.
 
For those who want to see how this gen is doing to last gen-

NEXT GEN:

PS4 CY2013- 4.50m
PS4 CY2014- ~15.00m - 15.50m (estimate based on sell through figures)
Total: 19.50m-20.00m

XOne CY 2013- 3.90m
XOne CY 2014- ~7.60m - 8.10m
Total: 11.50m-12.00m

WiiU CY2012- 3.05m
WiiU CY2013- 2.80m
Total: 5.85m

Cumulative total: 36.85m - 37.85m

LAST GEN

PS3 CY2006- 1.86m
PS3 CY2007- 8.85m
Total: 10.71m

X360 CY2005- 1.50m
X360 CY2006- 8.90m
Total: 10.40m

Wii CY2006- 3.20m
Wii CY2007- 16.95m
Total: 20.15m

Cumulative total: 41.26m

Looking forward to Nintendo numbers.
 
updated with info from the 10k

Microsoft's 10k said:
Xbox Platform revenue decreased $703 million or 20%, driven by a 10% decline in total console volume, the transition from Xbox 360 to Xbox One with lower prices compared to the prior year, and lower revenue from second- and third-party video games and accessories. We sold 6.6 million Xbox consoles during the second quarter of fiscal year 2015 compared with 7.4 million consoles during the second quarter of fiscal year 2014.

Really wish we could separate the revenue decrease from less sales and the decrease from lower margins on XB1 but at least it's something. It'll be interesting to see what MS's strategy is this year as they certainly still have potential to improve further.
 

ZhugeEX

Banned
You just said the AMD figure is sold through to consumers?

Yes. AMD said almost 30 million sold through.

The 11.5m you used is an estimated sell in number. The actual amount of Xbox One's sold through will be much less than that. Probably around 10.5m sold through.
 
Yupp, and usually this is reported in a quarterly report. Being the last(third) quarter this was announced usually means that it will be during that quarter.

There is no chance Xbone is at 10 million shipped. Xbox 360 was hugely down. The math doesn't add up.
 

Lynn616

Member
Xbox Platform cost of revenue decreased $492 million or 16%, mainly due to lower volumes and a lower cost per console sold, reflecting the transition from Xbox 360 to Xbox One.

Cost of Revenue decreased so that is good. Seems they have cut the cost to make the Xbox One.

Gross Margin for the division is up too.
 

Miles X

Member
Yes. AMD said almost 30 million sold through.

The 11.5m you used is an estimated sell in number. The actual amount of Xbox One's sold through will be much less than that. Probably around 10.5m sold through.

The 11.5m is the ceiling, but there is no way of telling how close (or far away) that figure is, so it could be 10.5m sell through, or 11.3m. You say 10.5m, I say 11m, it's all ball park guesses unfortunately.

I do wish the trend of combining numbers never started!
 

Welfare

Member
For those who want to see how this gen is doing to last gen-

NEXT GEN:

PS4 CY2013- 4.50m
PS4 CY2014- ~15.00m - 15.50m (estimate based on sell through figures)
Total: 19.50m-20.00m

XOne CY 2013- 3.90m
XOne CY 2014- ~7.60m - 8.10m
Total: 11.50m-12.00m

WiiU CY2012- 3.05m
WiiU CY2013- 2.80m
Total: 5.85m

Cumulative total: 36.85m - 37.85m

LAST GEN

PS3 CY2006- 1.86m
PS3 CY2007- 8.85m
Total: 10.71m

X360 CY2005- 1.50m
X360 CY2006- 8.90m
Total: 10.40m

Wii CY2006- 3.20m
Wii CY2007- 16.95m
Total: 20.15m

Cumulative total: 41.26m

Wii U probably did ~2m in Q4, so I'd say for CY 2014, the Wii U at max did 3.6m shipped.
 
Basically. And the gap is just going to keep increasing.

2407970-2290299078-13543.jpg
 

jryi

Senior Analyst, Fanboy Drivel Research Partners LLC
No, it's not reasonable at all.

Again:

XB1 up to March 2014: 5.1M

From that point when they combined numbers:
XB1+360=10.1M

If you think that the XB1 is potentially at 13M, this means that they shipped 7.9, meaning that shipment of 360 caps at 2.2M. For the whole of April to December 2014.
There's no way this is remotely a possibility.
Two questions:
1) what was X360 NPD sales over that period?
2) what is the historical US/ROW ratio for X360?
 
Yes, I do. If 7 million was the extreme low-end for the end of the previous quarter and somewhere around 8 million is the high-end, this is the reasonable range. The most important point though is that there's no way XBO did only 4 million last quarter for the reasons stated. Even 4.5 is ridiculous. Estimating that 60-67% of all shipments are accounted for by NPD sales doesn't work.

It is quite possible(I would go so far as to say probably) that some of the Xbox One sales in November/December came from shipments in September.

These things take the slow boat after all, and product does not sell immediately.
 

Miles X

Member
Two questions:
1) what was X360 NPD sales over that period?
2) what is the historical US/ROW ratio for X360?

1) 1m~ (April to December)
2) 50% US, but this has dwindled last few years. For instance last holiday 360 did 1.47m sell through in US (Holiday Q), but shipped 3.5m WW (Again, Holiday Q).
 

Derpyduck

Banned
So in a year's time the Xbox One outsold what it took Nintendo 2 years to sell with the Wii U, and Sony pretty much doubled the Xbox One in the same timeframe. Remember when the Wii U flopped and people said the PS4 and XB1 would suffer the same fate? Where'd those people go?
 
No, it's not reasonable at all.

Again:

XB1 up to March 2014: 5.1M

From that point when they combined numbers:
XB1+360=10.1M

If you think that the XB1 is potentially at 13M, this means that they shipped 7.9, meaning that shipment of 360 caps at 2.2M. For the whole of April to December 2014.
There's no way this is remotely a possibility.

How is 2.2 million unreasonable for the 360 across 9 months? We don't see Europe sales but the US numbers completely collapsed when the new hardware came out. And as I said, this number is around the ceiling, it's the highest realistic estimate you can make Given the numbers we've seen, can you really say the 260 shipped anywhere near 3 million units for those 9 months? That would average out to 1 million shipments a quarter.....
 
D

Deleted member 17706

Unconfirmed Member
"PlayStation Family" all over again.

You know they're not happy with the numbers when they're grouping systems.
 

Faustek

Member
So in a year's time the Xbox One outsold what it took Nintendo 2 years to sell with the Wii U, and Sony pretty much doubled the Xbox One in the same timeframe. Remember when the Wii U flopped and people said the PS4 and XB1 would suffer the same fate? Where'd those people go?

They died. They mistook the prophecies. It was their own ddeaths they saw.

Why not separate the numbers, or do we just lump it all as One numbers?

Not just Europe but the Middle East,Asia, Africa basically the whole world who isn't US and UK.
 
Two questions:
1) what was X360 NPD sales over that period?
2) what is the historical US/ROW ratio for X360?

To your 2nd question, I had a pertinent discussion in PM the other day

Yearly 360 US | WW ratios [as Percentages, not cumulative]

end of 2005: 0.6m/1.5m (40%) (note: massive shortages)
end of 2006: 3.9m/8.9m (43.82%)
end of 2007: 4.62m/7.3m (63.28%)
end of 2008: 4.73m/10.8m (43.8%)
end of 2009: 4.77m/10.3m (46.31%)
end of 2010: 6.76m/12.1m (55.87%)-Kinect launched in November 2010
end of 2011: 7.3m/14.9m (48.99%)
end of 2012: 5.32m/10.1m (52.67%)
end of 2013: 3.07m/7m (43.86%)
 

Death2494

Member
No, it's not reasonable at all.

Again:

XB1 up to March 2014: 5.1M

From that point when they combined numbers:
XB1+360=10.1M

If you think that the XB1 is potentially at 13M, this means that they shipped 7.9, meaning that shipment of 360 caps at 2.2M. For the whole of April to December 2014.
There's no way this is remotely a possibility.
This is what I have been saying. People are drastically raising Xbox one's shipment numbers
 

Y2Kev

TLG Fan Caretaker Est. 2009
Where did you see the cost of revenue stuff?

Revenue - Cost of Revenue = Gross Margin, so you can back it out that way.

JICRnDP.png


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.
 

ZhugeEX

Banned
Two questions:
1) what was X360 NPD sales over that period?
2) what is the historical US/ROW ratio for X360?

NPD sales were close to 1m I believe. Someone let me know the exact number.

Ratio worldwide is very hard to get right. Under 50%. Over 40%.
 
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