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Microsoft Earnings: 1.2 million Xbox One's shipped in Jan-Mar, 5.1M total (3.9+1.2)
- Thread starter bob page
- Start date
As far as earnings go, they don't really care.
Which means nothing for the install base.
That shit was so hilarious.
SEGAvangelist
Member
It's not PR. It's an earnings report.
Maximilian Kolbe
Member
Danger thread?Xbox One already dead here
Syphon Filter
Member
Doesn't make sense to compare them since times are very different.
I don't see Sony doing it, just because they already see their console doing well at its current price. MS on the other had have a really good reason to drop it. This year is pretty important for them so they remain competitive with Sony going forward.
I'm not discrediting those extra features. I would however say that those features are demonstrably less important to the modern audience who might buy such a system, because Microsoft hitched to a bandwagon that is literally changing before their eyes. There's a billion things that handle the TV part better than Xbox One, and the vast majority of people who want to play videogames and want to watch TV have no desire to be able to do both at the same time. Microsoft is just in a hazy middle ground that doesn't appeal to a wide enough audience, as a feature. To me, it was a big mistake to focus on TV. Not because the feature may not be nice for those who utilize it, but because it's a feature that is part of a world that even cable companies are rapidly trying to figure out ways to stop the bleeding from.
And yes, the average consumer has no clue about spec Y or spec Z. But they absolutely have been told from their more hardcore friends and family that one system is more powerful and cheaper at the same time. Some people may not internalize the reason, but they've been told and when they are on the market you bet it helps influence their purchase. Word of mouth continues to be the #1 reason things in the videogame industry sell. And that word of mouth starts right from us hardcore. We've told them. They know. Price alone is not the sole factor behind PS4's dominance, even though that's an easy answer for many.
For us it would be but for the report these are sold units even if they are just in stores. Unsold stock would be considered inventory so you could try to find it if they release a better breakdown.
I've been hearing this since early last year and this average consumer generalization is very wrong. This a very tech savvy world unlike some years back. Plus so much word of mouth has been spread by friends, family or YouTube.
digoutyoursoul
Member
On a forum ?
Shipped is sold for MS yeah. But it's easier to distinguish between sold-in and sold-through by calling them "shipped" and "sold"
gigantor21
Member
Numbers aside, all the stock still lying around despite Titanfall, the bundles, and the rounds of price cuts (both official and retailer-specific).
The next couple of months are going to be rough. MS is gonna have to come correct during E3.
The next couple of months are going to be rough. MS is gonna have to come correct during E3.
It's an earnings report. In that quarter, MS sold that many consoles. No shady PR, just a statement of fact.
googleplex
Member
Imperfected
Member
The good news is, we've crossed the 10,000,000 Gen 8 install base that publishers were banking on reaching by the end of the fiscal year.
The bad news for the division is that there's really no scenario where they hadn't been promising at least five million of those Gen 8 users would be theirs. It's going to be very interesting to see how much longer they're going to be allowed to over-spend while simultaneously under-delivering. At the moment, they really have to desperately hope that the XBL Gold subscription numbers are holding steady, because protecting that income source is about the only decent argument left for throwing more money at this "war".
The bad news for the division is that there's really no scenario where they hadn't been promising at least five million of those Gen 8 users would be theirs. It's going to be very interesting to see how much longer they're going to be allowed to over-spend while simultaneously under-delivering. At the moment, they really have to desperately hope that the XBL Gold subscription numbers are holding steady, because protecting that income source is about the only decent argument left for throwing more money at this "war".
juicyfruitas
Member
Current trajectory indicates that by the time E3 rolls around PS4 will stand at 9 million sold vs. 5 million for x1. An 80% lead.
Microsoft though can start clawing their way back to a WW lead once the Chinese floodgates are opened
Microsoft though can start clawing their way back to a WW lead once the Chinese floodgates are opened
SyaraSystem
Neo Member
That was mind-blowing to see.
Considering Microsoft really wants people to subscribe to Xbox Live, I think you're very wrong.
With all this spin, it's as though you work for the company.
Getting consoles in consumers' homes is what's most important. For you and anyone else in this thread to say otherwise is ridiculous.
Did I initially record the amount I received from the retailers for the consoles as revenue?
If so, I sold it to them.
Papacheeks
Banned
The titles makes more sense now. But do we know how many were "Sold to Consumers"?
We know there are 7 Million PS4's Sold to Consumer's but we don't have an exact number for Microsoft?
If you're talking about the average consumer, then they don't really know all of the features one has over the other either.
From deduction through the numbers we do have (2013 sold-through and NPDs) it's looking like they sold less than 4M to consumers.
mangochutney
Member
In the UK a few retailers are clearing old FIFA bundles and vanilla console boxes, and sticking with the Titanfall bundle.
That bundle was announced quite late and also came with a price drop for us - I wonder how many of those old bundles and bundle-less consoles are still sitting there on shelves, too?
In other words if shops had a load of bundle-less and old bundle consoles left and the attractively priced Titanfall bundle came along, the retailers would then be ordering a load more consoles than they would otherwise need because they've still got the old stock but know they need to get the new bundle in as people will want to buy that.
That'd inflate the shipped numbers a fair bit, I'd wager, no?
That bundle was announced quite late and also came with a price drop for us - I wonder how many of those old bundles and bundle-less consoles are still sitting there on shelves, too?
In other words if shops had a load of bundle-less and old bundle consoles left and the attractively priced Titanfall bundle came along, the retailers would then be ordering a load more consoles than they would otherwise need because they've still got the old stock but know they need to get the new bundle in as people will want to buy that.
That'd inflate the shipped numbers a fair bit, I'd wager, no?
Right, from a business perspective, sold-in is the figure you report in an earnings report since it's what's relevant to your earnings.
Sold-through is nice extra information to have as it helps explain consumer side demand and how much channel inventory you have, but it's not critical in this kind of presentation.
RedHotChimiChanga
Banned
When you sell to retailers and they don't sell, Retailers stop buying them in the future and possibly return stock if the purchase contract allows it.
serversurfer
Member
I was mostly surprised by the fact that they wouldn't announce 5.1M if it was actually 5.1M, but after thinking about it some more, I realized it could be 3.85 + 1.15 = 5.
This is how all companies do it and have done it for years. This isn't meant for forum dwellers it's meant for investors and all they care about is how many microsoft sold and got money for.
yes, you can add these to the 3M number for 2013 + no. of xbone sold in T1 countries in 2014
Correct, we do not know the sold-through (sold to consumers) numbers for the Xbox One.
SwiftDeath
Member
I'm not saying MS lied about the figures. I'm saying MS shipped 1.2M more XB1's to retailers but that there is a good chance MS has stock in warehouses not sold to retailers yet
Haha, you should probably check my post history if you, for some reason, think I'm shilling for Microsoft.
I just stated that in terms of a quarterly financial performance perspective. Remember, the Xbox division is a pretty small part of the corporation as a whole. Shareholders on the call most likely didn't take a second-glance at that number.
*Xbox Family
For Xbone at a loss. With one game it goes to profit though.
TheJollyCorner
Member
besides, wasn't the 360 supply constrained for the first 6-7 months?
As far as I know the X1 is not having any issues with getting supply out to the major markets.
We know it didnt, right?
April will be more telling.
The Second Son and Titanfall hypes won't be affecting sales.
If that were true there wouldn't be a reason to specify at all...
It is outpacing Xbox 360, so the software support isn't about to turn into a Wii U situation. But I think the cost of keeping third party games like Titanfall off of PS4 is going to get more expensive each quarter. And even when they land a deal, there isn't much evidence it will shift things in their favor. I hope they have a lot of first party content to show off at E3.
Syphon Filter
Member
I don't think its good. That means consumers is probably 4 million. If it was goo MS will not be cutting prices on the low and bundling games. I am sure they know this and will cut price by E3..
I was wondering why I've seen so many Xbox One deals today in the UK.
You can order the console today from several online stores for £310 in sales. You can even pick up the Titanfall Bundle for just £314 from Tesco using a code which is pretty good value.
Still not discounted enough for me to get one though as they will be under £300 in no time; but at these prices they should start closing the gap on the PS4 in the UK.
You can order the console today from several online stores for £310 in sales. You can even pick up the Titanfall Bundle for just £314 from Tesco using a code which is pretty good value.
Still not discounted enough for me to get one though as they will be under £300 in no time; but at these prices they should start closing the gap on the PS4 in the UK.
CassidyIzABeast
Member
dunno sold but we have shipped
Xbox = 4 million shipped by July 2002
360 = 3.2 million shipped by April 2006
HI. BILLY MAYS HERE
Banned
Is it safe to say sony likely has 3 million lead about right now ?
You do know that this is an earnings report right? Sell-in is the figure that companies put on these things.
SwiftDeath
Member
I tried my hand at estimating the XB1's WW LTD when we got the 5M sold to retailers number a week back
So this is up to but not including April.
I no longer think the XB1 is under 4M though. Probably 4.2M - 4.3M
So this is up to but not including April.
I no longer think the XB1 is under 4M though. Probably 4.2M - 4.3M