Microsoft: Xbox One leading sales in US since price cut, nearly 10 million sold-in

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Bitmap Frogs

Mr. Community
I've been trying to figure out the benefit to announcing before they hit 10m sold, rather than when they hit it. If they are really selling quickly, it wouldn't be a long wait to issue the PR. This formulation might be telling:


I can't tell if they were the top selling console for each week of the past two weeks, or only for the two weeks combined (meaning, sales dropped back down week 2 but they still came out ahead when added to week 1). If it's the latter, it would explain the PR coming out before they hit 10m shipped - sales were so front loaded into the first week of the cut that by the time they hit 10m shipped, MS would not be able to say they were the top selling console for the past X weeks. They had to issue the PR while that line was viable.

Or not. Just another way the PR is really squishy.

Considering how weak the demand for the bone is outside the USA, there's a good chance they won't clear 10M sold-through in 2014. They just dropped over 2M bones on the channel in preparation for Christmas and that wasn't enough to push them over 10M sold-in.
 
Tell them!!!

I just got a 5% bump from lord gates for that! :p

Sure going to be a long fight considering they are about 1m behind.

I will wait as long as a PS3 fan did for it to pass Xbox World wide for it to happen! Double :p :p :)

But it's all in fun for it. I understand as a bot that MS has the weaker console. I also was like.. wha?!?!?! Why is the weaker Wii rocking PS3 and 360 in sales as well... and well, it had some great fun games. Hoping my X1 can keep cranking out some fun games. It's all we have to hope for at this time.
 

GnawtyDog

Banned
Considering how weak the demand for the bone is outside the USA, there's a good chance they won't clear 10M sold-through in 2014. They just dropped over 2M bones on the channel in preparation for Christmas and that wasn't enough to push them over 10M sold-in.

We got a source for that? For curiosity obviously.

Though I can see that being something they would do since it's the best time of the year for sales.
 

borghe

Loves the Greater Toronto Area
Obviously this is pre-emptive spin the day before NPD. MS has done this plenty of times prior this gem. I'd go so far as to say this isn't even indicative of November NPD one way or the other. It's just MS thumping their chest as loud as they can just before the big holiday push.

Reading into this PR is like reading tea leaves. You'll see what you want to see.

With that being said, if MS doesn't beat Sony for sold through in November... It's fucking over. Generation decided. The gap is just going to widen exponentially for the remainder of the gen and MS is going to be fighting it out for mindshare with Nintendo.

But nothing here to really bitch about... And bitching about the "news" outlets (why do we still call them that?) picking this up is like bitching about water being wet.
 

pastrami

Member
We got a source for that? For curiosity obviously.

Though I can see that being something they would do since it's the best time of the year for sales.

From quarterly results, we can estimate the number of XBox Ones shipped through the end of September is ~7.5 million. If they are nearing 10 million shipped, there's a good chance they have shipped 2 million in October and November combined. Of course, we can't be sure because we don't know how soon "shortly" is. Since this is Microsoft in the XBox One era, I'm sure they are bending and stretching time as much as they can for PR.
 
what if the twist is Microsoft secretly won October NPD on the strength of Destiny sales and the moon turns red?

Well, we were fooled when Sony announced their global sales sometime before an NPD as if to quell bad NPD news... turns out they won that lol.
 
Well, we don't really know how much the Xbone outsold the PS4 in the last 2 weeks. They could be really close.

Still, I expect Microsoft to take November. If they don't, I think the war is over.

there is the possibility of the two consoles ending up in a tie. it could also be considered a loss for MS after all the effort they put into bundles and the recent price cut.

there needs to be a gap, a big one.
 
It's late November, I would assume this nearing 10 million soony would include Black Friday and holiday fulfillment. So it's hard to read too much from this.
 

vpance

Member
From quarterly results, we know that the maximum number of XBox Ones shipped through the end of September is ~7.5 million. If they are nearing 10 million shipped, there's a good chance they have shipped 2 million in October and November combined. Of course, we can't be sure because we don't know how soon "shortly" is. Since this is Microsoft in the XBox One era, I'm sure they are bending and stretching time as much as they can for PR.

Shortly is probably by end of the year, their biggest window of opportunity to stuff retail channels.
 

Heartfyre

Member
It's worth noting that Sony sold 10m consoles through to consumers by August 12th, exactly three months ago, and have been leading worldwide since then. Seeing as Microsoft's Christmas stock will amount to about 10m, they've still a lot of numbers to move to be anything more than competitive. Nice to have some updated figures, all the same...even if they had to be translated from PR to English.
 
Sony should probably begin getting serious about competing with Microsoft. Cerny said that the system was designed with price-cuts in mind, so it may be time to begin rolling that out. Being the most powerful and popular console will only get you so far if your competition is routinely $50-70 cheaper with solid first-party offerings.


It wouldn't shock me to see Sony announce a price drop at the PlayStation Experience. They would have already sold tons of units in November, and it would have been over a year since it launched. Plus, the timing would be great since its their own event, they will have ALL the media attention, and like 4 weeks left until Christmas...The price drop would get a ton of attention and free advertising it's announced at that event....
 

Chobel

Member
The 2nd half of the month will have to be a complete turn around from the first half in order for Sony to take November NPD.

Which is possible with Black Friday but don't be sure MS doesn't take November yet.

Is Sony going to do GTA V bundle for US?
 

SegaShack

Member
Obviously this is pre-emptive spin the day before NPD. MS has done this plenty of times prior this gem. I'd go so far as to say this isn't even indicative of November NPD one way or the other. It's just MS thumping their chest as loud as they can just before the big holiday push.

Reading into this PR is like reading tea leaves. You'll see what you want to see.

With that being said, if MS doesn't beat Sony for sold through in November... It's fucking over. Generation decided. The gap is just going to widen exponentially for the remainder of the gen and MS is going to be fighting it out for mindshare with Nintendo.

But nothing here to really bitch about... And bitching about the "news" outlets (why do we still call them that?) picking this up is like bitching about water being wet.
It's only a year in. Look how Wii destroyed the competiton last gen and 6 years later the PS3 surpassed the 360.
 

Aeqvitas

Member
The 10mil is sold-in, so not as impressive as it could be.

But many are forgetting that the channels were overstuffed before, so retailers definitely would not order them if they weren't seeing the demand.

But overall it shows a remarkable turn around for the doom and gloom since the initial reveal.
 

Jomjom

Banned
there is the possibility of the two consoles ending up in a tie. it could also be considered a loss for MS after all the effort they put into bundles and the recent price cut.

there needs to be a gap, a big one.

Yeah there is a possibility but I think it's a tiny one. From the data we have from Amazon and various insiders it's looking like the xbone is killing the ps4 in November.
 
"The rest of the year is just preseason. We tend to focus on holiday, when it really counts! To clarify, that is the months of September, October, November* and December!"

*First two weeks of the month, and in the USA only.

But in all seriousness the price cut + free games makes the X1 a much better value proposition and I expect them to take November NPD as a result.
 

vesvci

Banned
No doubt the XBO is doing well. I bought one myself after the drop. I really doubt MS is making any profit from these consoles, they're probably are being sold at a loss. Maybe they up make the $50 loss through the $25 charge kit and $25 headset adapter.

Either way, they have to take what they can at this point.
 

B.O.O.M

Member
It wouldn't shock me to see Sony announce a price drop at the PlayStation Experience. They would have already sold tons of units in November, and it would have been over a year since it launched. Plus, the timing would be great since its their own event, they will have ALL the media attention, and like 4 weeks left until Christmas...The price drop would get a ton of attention and free advertising it's announced at that event....

Would be shocked if they drop the price before E3 next year
 

ethomaz

Banned
People were estimating them to have been at 5.5 million sold to consumers 3 weeks ago. There is no way they sold 2.5 million consoles to consumers in 3 weeks. So, if we are going by the 5.5 estimate, they have almost as many boxes in stores as people that actually own one.
The estimates was ~7.5m shipped at end of September.

If they shipped more 1m in October and .5m in November that will give ~9m and that can be said "nearly" 10 million because they will ship more 1 until some day of December for sure.

My personal guesses are 10.5-11m shipped at the end of this year.
 

SegaShack

Member
No doubt the XBO is doing well. I bought one myself after the drop. I really doubt MS is making any profit from these consoles, they're probably are being sold at a loss. Maybe they up make the $50 loss through the $25 charge kit and $25 headset adapter.

Either way, they have to take what they can at this point.
I think the goal is to get people to buy software for it.
 

orochi91

Member
You can do better than that :), I typed that on my phone, can't I get a cookie or something? Took like 5 minutes with Swype...

I appreciate you typing all that out on a smartphone. I've tried on occasions, but gave up.

I just want Sony to absolutely stomp the XB1 and have a dominant lead in all markets.

I want PS2 days back, but that won't happen if Sony keeps giving MS any semblance of a fighting chance.
 

RexNovis

Banned
So all the outlets are reporting it that MS have sold 10 million Xbox ones in the same breath as the ps4 having done it months ago.

MS have stuffed the channel, 7 million in stores compared to 5.5 to customers.

So they are maybe at 8 million to customers compared to 10 million in stores.


Lies and spin.

I've been trying to figure out the benefit to announcing before they hit 10m sold, rather than when they hit it. If they are really selling quickly, it wouldn't be a long wait to issue the PR. This formulation might be telling:


I can't tell if they were the top selling console for each week of the past two weeks, or only for the two weeks combined (meaning, sales dropped back down week 2 but they still came out ahead when added to week 1). If it's the latter, it would explain the PR coming out before they hit 10m shipped - sales were so front loaded into the first week of the cut that by the time they hit 10m shipped, MS would not be able to say they were the top selling console for the past X weeks. They had to issue the PR while that line was viable.

Or not. Just another way the PR is really squishy.


There's also the matter of the "Triple the sales of previous weeks." What they conveniently neglect to mention is that they announced the November 2nd price drop a 2 and a half weeks into October. It doesn't strike me as particularly difficult to triple the sales of a console that has just had a $50 price drop announced for the following month. It's the whole "double sales" spin after the Kinectless package announcement all over again. Gotta admire the consistency I guess.
 

JNA

Banned
WOW it is a new spin strategy?

It is the "Coming Soon" working for MS.

- How much Xbones did you sold?
- 10 million soon
- Soon?
- Yeah we be sold soon 10 million consoles
- Soon 10 million consoles will be in the consumers hands?
- Well in the retail
- Wait is it shipped?
- Not. Sell in to retailers.


Soon? Next week? Next month? End of Year? It is soon.

winner!

Is the spin Microsoft is trying to pull even working?
 

graywolf323

Member
how would they even know what Sony has sold?

Is Sony going to do GTA V bundle for US?

the Wal-Mart Black Friday ad does have a rather official looking GTA V PS4 bundle box

WnpfF1F.png
 

Zophar

Member
Can't wait to see what happens if (when?) Sony takes the November NPD.

MS has put a couple dozen feathers in their cap just like this over the last year, only to have them plucked away within a month's time.
 
I am just thinking about their momentum carrying forward.

Well, the momentum has to peak at some point. MCC, aka their biggest holiday hurray has launched. ACU and CoD has launched, and that will naturally weaken the bundle sales.

Even if we disregard NPD, it's natural to assume that week 3 onwards will not be as strong as week 1/2, because it's already post-launch of Xbox's Three-Pointed November big titles.
 

FuturusX

Member
Where can one of these $329 deals be had? Wrong thread perhaps...steer me in the right direction brothers and sisters.

EDIT: google is mine friend
 
Can't wait to see what happens if (when?) Sony takes the November NPD.

MS has put a couple dozen feathers in their cap just like this over the last year, only to have them plucked away within a month's time.

I think MS can pull it out this month possibly. It's definitely the most interesting month since November of last year.

I'll wait and see what Pachter says and assume the opposite.
 
- Hey Major Nelson, I saw your tweet about selling 10m xboxes in the US. That's amazing, well done!
- well..actually that 10m is world wide, not just the U.S.
- oh. Well still, selling 10m is a great achievement. That's a lot of happy consumers
- well..we haven't actually sold them all to consumers yet. We've shipped them into stores ready to sell to people.
- oh. Ok I'm sure those shops will sell them soon. Still, shipping 10m out to stores takes some doing, eh?
- well..we haven't actually shipped 10m yet. We will soon though
- oh ffs.

7d606fd5a1dc0bad537138b0f5d901af.jpg
 
Leading console sales for two weeks? Hopefully they didn't use the same sources as Pachter when he believed MS were going to hammer Sony sales a couple of months ago
 

cgcg

Member
Only 3x sold compare to the week before when the price cut was announced? That doesn't sound too good since people held off purchasing it the week prior.
 
how would they even know what Sony has sold?



the Wal-Mart Black Friday ad does have a rather official looking GTA V PS4 bundle box

WnpfF1F.png

I've asked this before, but why are the two PS4 bundles different prices? They seem to be offering exactly the same things: 1 PS4 (with DS4), TLOU and GTA V. They're really charging $50 more if you opt to order online? Or does that bubble regarding choice of bonus games next to the box indicate that you can choose two bonus games along with the included TLOU and GTA V?
 

pastrami

Member
I've asked this before, but why are the two PS4 bundles different prices? They seem to be offering exactly the same things: 1 PS4 (with DS4), TLOU and GTA V. They're really charging $50 more if you opt to order online?

One is a Black Friday door buster, the other is MSRP.
 



And that was reported as sold to customers. So if you add in the numbers that were still on shelves/shipped, and the numbers they shipped worldwide for the last quarter of 2014 and the holidays, it wouldn't necessarily be out of the possibility to have closer to 20 million shipped by the end of this year.


When is Sony going to report they have "almost" shipped 20 million?
 

OsirisBlack

Banned
The biggest takeaway is that XB1 is killing it in November.

It will outsell PS4 by a healthy margin.
I wouldn't bank on it, There are still a lot of people who will be buying PS4's as Christmas gifts. To be fair leading into this week XB1 has outsold PS4 at about the tune of two to one. Which is very good but as soon as HMCC came out sales completely dropped off a cliff. When we got the Sunset Overdrive bundle in it didn't move units as well as numbers predicted. Halo has at the very least moved quite a few systems.
 
I think MS can pull it out this month possibly. It's definitely the most interesting month since November of last year.

I'll wait and see what Pachter says and assume the opposite.

Even without that price-drop, this was already debated as MS's 'possible to win' month due to CoD/MCC/ACU bundle. The 349 was, ironically, the sharpest tip of the spear.

It's hard to fathom them losing November.

If anything, the delay of ACU from Oct->Nov, the staggered timing of how XBox-affliated marketing titles/exclusives are all in the first half of the month (CoD => ACU/MCC), leading up to the pivotal second half (BF) are practically the stars aligning for them to 'win November'.

Sony also had marketing/exclusive title delays on their end (Order, Batman, BF Hardline all delayed) which reduces their marketing-affiliated presence for the holidays.
 
I can't tell if they were the top selling console for each week of the past two weeks, or only for the two weeks combined (meaning, sales dropped back down week 2 but they still came out ahead when added to week 1). If it's the latter, it would explain the PR coming out before they hit 10m shipped - sales were so front loaded into the first week of the cut that by the time they hit 10m shipped, MS would not be able to say they were the top selling console for the past X weeks. They had to issue the PR while that line was viable.

Or not. Just another way the PR is really squishy.

Aside from the timing being right before NPD day, you may be onto something with the notion of heavily front loaded sales. A few days ago, someone who has access to Best Buy sales numbers (for a region of stores in the Northeast I believe) said this in the NPD prediction thread:

So with all the commentary on the XB1 increases due to the drop in price, and the speculation associated with that, I figured I'd let you guys know what it has looked like this week.

There was a veritable... well, explosion is a bit hyperbolic, but as soon as the price drop hit, we had a pretty drastic increase in XB1 sales. First day and forward, with the CoD launch as well, sold a bunch of the various bundles. But even just the last two days, that rush has tapered off significantly, and while still better than last month's pace, it isn't outselling the PS4 anymore. They're pretty close now, with just that rush of systems putting it ahead for the month so far.
 
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