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[maabus1999]

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?

Sony really only has sold in numbers themselves when they make those statements; they are just assuming all the stock to retailers is being nearly sold out (which is accurate in many areas of the world). You'll most likely find Sony's earnings PS4 numbers , if you can extrapolate them, to be very close the numbers Sony is saying is sold to consumers.

 

[DieH@rd]

Did I initially record the amount I received from the retailers for the consoles as revenue?

If so, I sold it to them.

And when retailers threaten that they will return consoles back or to sell them with MS subsidizing pricedrops [something Nintendo did for WiiU], you will file those losses under "consumer product restructuring policies" or some other hidden expense that will remain burred so that no one can spot it. Got it.


Gamers who want to play some MP games online or developers who want to create games for a console DONT GIVE A FLYING FUCK what shipment numbers are. Consoles in consumer hands matter, mountains of consoles on store shelves dont.

If this is not a clear sign for all developers to put better focus on their PS4 games, nothing is.

 

[Coulomb_Barrier]

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.

People weren't asking for MS to change their wording in the earnings call, just the title of the thread, as we, er...aren't in an earnings call...

 

[EvB]

wow at the amount unsolds.

How many are unsold?

 

[TomShoe]

]Considering Microsoft really wants people to subscribe to Xbox Live[/B], 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.

They must be losing out big time on potential profits. Considering XBL on Xbox One offers almost no value other than multiplayer, it might as well be free money.

 

[Maximilian Kolbe]

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.

Then can you give more detail for division revenues
I wonder how it is compared to last year

 

[1st Course]

Guys this is an earnings report, companies always report shipped numbers in these kind of reports.

 

[Mikey Jr.]

So let me get this straight.

Ps4 has sold to consumers 7 million.

Xbone has sold to consumers 4 million.

The ps4 has a 3 million lead?

 

[digoutyoursoul]

And when retailers threaten that they will return consoles back or to sell them with MS subsidizing pricedrops [something Nintendo did for WiiU], you will file those losses under "consumer product restructuring policies" or some other hidden expense that will remain burred so that no one can spot it. Got it.


Gamers who want to play some MP games online or developers who want to create games for a console DONT GIVE A FLYING FUCK what shipment numbers are. Consoles in consumer hands matter.

If this is not a clear sign for all developers to put better focus on their PS4 games, nothing is.

We are not even a year into its life cycle.

 

[Duxxy3]

Is it crazy to think there could be a million XB1's on shelves right now?

 

[Logash]

You do know that this is an earnings report right? Sell-in is the figure that companies put on these things.

True but I'm not looking in a bubble. I'm talking about the 5 million figure they gave to the world. If they are the same thing why didn't they just say 5 million sold?

 

[Tsundere]

Guys this is an earnings report, companies always report shipped numbers in these kind of reports.

Yes, the Earnings report clearly states sold in, but the thread title only specified sold until Nirolak changed it.

 

[AHA-Lambda]

So ps4 is at 7m to consumers and xb1 is 5m to retailers? Doesnt look great :/

 

[Deku Tree]

Is it crazy to think there could be a million XB1's on shelves right now?

Or more. Not crazy at all given th discounts we have been seeing.

 

[SwiftDeath]

So let me get this straight.

Ps4 has sold to consumers 7 million.

Xbone has sold to consumers 4 million.

The ps4 has a 3 million lead?

Probably more like 2.6M - 2.8M but it is quite a gap

 

[Raist]

As far as earnings go, they don't really care.

A console sitting on a retailer's shelf is not making them any money. Especially when they're not profiting on that sale in the first place. So yes, they likely care very much.

 

[Miles Quaritch]

Is it crazy to think there could be a million XB1's on shelves right now?

Is it though? I doubt it's selling very well in most of the EU countries it's launched in and most UK retailers are clearing stock as well. Whether that's for a new SKU or because they have too much unsold stock is really anyone's guess....

 

[StarBlazers1]

Guys this is an earnings report, companies always report shipped numbers in these kind of reports.

This. Plus in MS eyes, they are sold. It's up to the retailers to sell them to consumers. I was a buyer and I can definitely say, unlike software, hardware is not being sent back. It will be sold sideways if they need to unload. These will be sold eventually though. E3 is coming.....

 

[Freki]

Is it crazy to think there could be a million XB1's on shelves right now?

Not at all - between 0.8m and 1.2m seems pretty reasonable given the information available...

 

[jcm]

So let me get this straight.

Ps4 has sold to consumers 7 million.

Xbone has sold to consumers 4 million.

The ps4 has a 3 million lead?

We don't know how many MS sold to consumers. They shipped 5.1M. They sold some number less than that.

 

[DieH@rd]

Shipped is sold.

No its not. Ask Nintendo what happened when retailers RETURNED more consoles than they received [quarterly EU shipment of WiiU consoles in last summer was in NEGATIVE numbers].

That shit was so hilarious.

I managed to dig it out.
http://www.neogaf.com/forum/showthread.php?p=88039543#post88039543

 

[vpance]

With PS4 selling at a mil per month, it's basically a 3:1 for advantage in 2014 so far. Wow.

 

[Miles Quaritch]

So let me get this straight.

Ps4 has sold to consumers 7 million.

Xbone has sold to consumers 4 million.

The ps4 has a 3 million lead?

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

 

[Gestault]

If this is not a clear sign for all developers to put better focus on their PS4 games, nothing is.

Any developer ignoring the PS4 at this point is just undermining their own interests. That said, I feel like the similarity of the development environments has eliminated the previously required prioritization for different platforms that used to exist, assuming there's a reasonably active audience involved. Aside from the relatively flat licensing and distribution fees, there's less of an opportunity cost associated with development between the newest systems. That seems like a good thing for all involved.

 

[Dlacy13g]

the numbers are solid numbers when you are looking at Microsoft and their previous performance for launches. That said, many hear instantly (rightfully so) compare their numbers to Sony's numbers and in that light they clearly don't feel all that great.

I imagine many in Redmond saying "These are great numbers....but." as they look at what Sony has done so far.

What makes me happy is that this will continue to push MS to do better and look to get even more aggressive to try and win back the N. American territory.

 

[Raist]

I was a buyer and I can definitely say, unlike software, hardware is not being sent back.

WiiU says hi.

 

[Coolwhip]

This will be the worst console gen in history sales wise.

 

[Guevara]

Is it crazy to think there could be a million XB1's on shelves right now?

Not if you've been to any store lately. Piles of Xbox Ones.

 

[unknownstranger]

So about 400k a month with Titanfall. That number is gonna drop a ton without a price drop or launching in more countries. It probably won't reach 5 million until late June.

 

[Impeccable]

I for one am glad we have so many junior members who are up to scratch on fiscal earnings reports. I am learning a lot at the moment.

 

[tzare]

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.

In fact i think itis easier that people know ps4 is more powerful than xbone has a tv input

 

[Daemul]

True but I'm not looking in a bubble. I'm talking about the 5 million figure they gave to the world. If they are the same thing why didn't they just say 5 million sold?

Wait, are you talking about the earnings report or the PR statement after the NPD?

 

[The Maverick]

There's between 800k to 1.1 million Xbox Ones in the channels at the moment then.

 

[artist]

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

T2 will save the Xbone.

 

[Gator86]

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

A near two to one sales disadvantage is nothing when you have weaker hardware and a higher price point to fall back on. Oh, wait...

I'm genuinely excited to see how MS counters. E3 is going to be fantastic just for GAF alone.

 

[jcm]

Sony really only has sold in numbers themselves when they make those statements; they are just assuming all the stock to retailers is being nearly sold out (which is accurate in many areas of the world). You'll most likely find Sony's earnings PS4 numbers , if you can extrapolate them, to be very close the numbers Sony is saying is sold to consumers.

Sony and MS are both able to estimate sell through fairly accurately. They both report shipments in earnings because that's when they book the revenue.

 

[Tsundere]

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

Xbox One wouldn't have made up 3M even if it did ship in those remaining countries.

 

[sflufan]

And when retailers threaten that they will return consoles back or to sell them with MS subsidizing pricedrops [something Nintendo did for WiiU], you will file those losses under "consumer product restructuring policies" or some other hidden expense that will remain burred so that no one can spot it. Got it.

How exactly does that change what I said initially?

 

[Mikey Jr.]

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

That's true. But xbone and ps4 have launched in all the major territories. I doubt all the extra ones that ps4 are in amount to anything significant.

 

[Jimmyfenix]

This will be the worst console gen in history sales wise.

Not really Both consoles are out pacing last gen.

 

[kyser73]

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.

Thing is, when those stocks are run down, where does MS go on UK pricing? Big multiples like Tesco aren't going to put it out at £429 for a base unit again, and I doubt even a bundled TF or Forza at £349-399 is going to be especially appealing to them, not to mention that it's now the de facto price point in the UK.

 

[Drencrom]

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, that's why we should translate the terms and numbers to the units we, the forum dwellers, care about i.e. shipped or sold to customers

I updated the title to make things more clear for those who haven't been following their fiscal reports.

Thank you

 

[Graphics Horse]

T2 will save the Xbone.

Does T stand for tier or Titanfall?

 

[AlucardGV]

hey, it's a marathon.

 

[TomShoe]

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

Hate this argument. How many XBOs will people in Estonia and Belarus buy? Oh yeah, enough to save the XBO, that's for sure.

 

[gundamkyoukai]

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

That is a poor excuse since those countries are not going to help MS.
In fact you can already buy the console in some of those countries right now and it not helping them .
MS will be lucky if those places add 100k a month WW for them .

 

[zebwinz]

Using just known numbers for the quarter (Jan-Mar 2014) from just NPD(US):
719K sold to consumers
From Microsoft's earnings report today(Worldwide):
1,200,000 sold to retail.

So that leaves 481,000 consoles, minus any sales from the other 12 countries. Why are people believing that 800,000+ consoles are just sitting on store/warehouse shelves?

Retailers would not order and purchase more consoles from Microsoft if they already have them sitting on a shelf. Every unit brought in not only costs a retailer the purchase price, it also has holding costs, labor, insurance, etc.

 

[TheJollyCorner]

This. Plus in MS eyes, they are sold. It's up to the retailers to sell them to consumers. I was a buyer and I can definitely say, unlike software, hardware is not being sent back. It will be sold sideways if they need to unload. These will be sold eventually though. E3 is coming.....

true, but doesn't that also take into account that if retailers have plenty of stock of X1s we could see that 'sold in' number completely flat-line for MS for the next few months?
Retailers would only require more shipments should they sell out, no?

 

[Tsundere]

Not really Both consoles are out pacing last gen.

He's probably including Wii/WiiU

 

[Night Angel]

Factor in the number of countries both consoles have launched in and the difference in sales isn't that surprising.

Except when you factor in historical demand for Xbox in those regions. Then the numbers become alarming again.