Microsoft FY16 Q1: Xbox HW rev down 17%, live rev up 17%, XBL MAU users up 28% to 39M

Correct. Live is the new driver.

Sorry, probably this would help explain why
So does that mean those figures now include the PC or will? Not used W10 so unsure if theres an Xbox Live service or what that pertains to

What were the last confirmed shipped/sold figures and how far back were they?

ps3ud0 8)
 
This is a pretty crazy quote from MS because it basically is flat out saying the Xbox itself isnt the key to their long term gaming strategy

The addition of Xbox Live active users demonstrates the opportunity that we see to extend our gaming assets beyond the living room to PCs, tablets, phones and other form factors with Windows 10 and is more aligned to our long-term opportunity.

They key there is "aligned to our long term opportunity."
 
Wow,39 million active monthly users is very low. I didn't expect XBL numbers to be this abysmal.

Exactly. I have no source, but I seem to remember just X360 Gold and Silver accounts to be well over 40 million back in 2012/13.

But again, console is not selling well, Windows Phone marketshare is terrible, and I guess many PC (W10) users don't really care about gaming.
 
Hardware revenue is great but its profitability that matters more. Hardware is down 17% but software is up 60+%. What that means for profits overall, I'm not sure.

It's not like they sold 17% less consoles, they just made 17% less revenue. Lower prices can also equal lower revenue unless you ship more consoles at the lower price to make up the difference. Their profits overall may even be higher if costs went down especially considering that large jump in software sales.


This. Some people here are all to ready it seems to jump on that extra salt train.
 
Exactly. I have no source, but I seem to remember just X360 Gold and Silver accounts to be well over 40 million back in 2012/13.

But again, console is not selling well, Windows Phone marketshare is terrible, and I guess many PC (W10) users don't really care about gaming.

It was 48 million, but it includes silver as well, and those are total registered members, not active members.

http://www.slashgear.com/steam-users-eclipse-xbox-live-psn-still-far-and-away-tops-30303588/
 
This. People here are all to ready it seems to jump on that extra salt train.

People are more so talking about the fact that they aren't including shipped numbers like they have in the past and are saying pretty much they reserve the right to share them when they are appealing.


It's very easy to assume the numbers aren't anything to gloat about right now.
 
Lool that's no numbers for anything... What's up with that.

Yep looks like no hardware numbers anymore...Wow.

FY15 Q4 hardware numbers - https://www.microsoft.com/investor/EarningsAndFinancials/Earnings/Kpi/fy15/q4/Detail.aspx

FY15 Q3 hardware numbers - https://www.microsoft.com/investor/EarningsAndFinancials/Earnings/Kpi/FY15/Q3/Detail.aspx


Edit - Dammit MS not quite but not Xbox numbers http://www.microsoft.com/Investor/E...gs/SegmentResults/P3/FY16/Q1/Performance.aspx

Lol. Love this post
 
10530738_164051070608620_8695415235419189039_n.jpg


https://twitter.com/ZhugeEX/status/657322970696806400

well then

Xbox One launched November 2013, PS3 November 2006

so...PS3 through September 2008 shipped 16.84 million? hmm
 
Microsoft stock 15 years high.

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I say GOD DAMN.

Xbox sales really doesn't impact MS tbh.
 
People are more so talking about the fact that they aren't including shipped numbers like they have in the past and are saying pretty much they reserve the right to share them when they are appealing.


It's very easy to assume the numbers aren't anything to gloat about right now.

I did edit my post to some* people.. And I understand what you are saying, but reading through some of these posts are making laugh as people are getting excited for a possible doom and gloom moment for Xbox/MS it seems.. Or they may be bait posts. But you truly never know.
 
Like I said earlier in the thread, investors care so little about Xbox Division that the last investors call not even one question was asked about it

Pretty much Microsoft can obfuscate the numbers all they want because they know no one will call them out on it during investor meetings like they would to an extent at Sony and would have a cow at Nintendo.
 
This is why the console wars stuff is so pointless. Games are Nintendo's core business. They're a big part of Sony's business but not their core. They're barely a pet project in Microsoft's business.
 
Time to to jump to PC Microsoft!

I'm not even talking about your new games, just dump your legacy titles on PC make it Win10 store exclusive for all I care! Lol

Seriously, does not seem bad given that software jump. Are those numbers on Minecraft Xbox only or does it include other platforms including PE?

*cant check sources because on shitty 3g
 
The beef of Microsoft's business is Windows/Azure/Office among tons of other things. I think they've realized that Xbox has become such a small part of their overall business that they no longer feel the need to spend as much time reporting financials on it.

Xbox hardware is a one time purchase whereas Live subs are reoccurring revenue. Investors always want to know where the next dollar is going to come from so it makes sense they are focusing on what provides them money year after year. When a person becomes a Live subscriber they can then buy games/movies/tv shows. Thats all revenue thats possible every time someone logs in.

I think moving forward you'll start to see more live stats and revenue per user ect to describe their successes than hardware sales. Now if that revenue per user decreases or user counts decrease then i think you'll eventually see an explantion via hardware sales numbers but until then I think for the foreseeable future we wont see hardware shipped/sold.
 
Pretty much Microsoft can obfuscate the numbers all they want because they know no one will call them out on it during investor meetings like they would to an extent at Sony and would have a cow at Nintendo.
Nothing to do with obfuscation, Xbox division is almost a rounding error on MS's balance sheet
 
This is a pretty crazy quote from MS because it basically is flat out saying the Xbox itself isnt the key to their long term gaming strategy



They key there is "aligned to our long term opportunity."

What's interesting in that quote is it shows how dramatically their entire gaming strategy has shifted from why they got into gaming in the first place.

Microsoft saw the 'battle for the living room' as the next great big technology war. They were scared that Sony already had an in with the Playstation brand and it would give them a big headstart. So they poured billions into Xbox.

Now they've completely shifted gears and said "Ehh, maybe the living room isn't so important, we'll now use that to chase mobile and PC users."

It was a pretty dramatic misreading of where the market was heading.
 
What's interesting in that quote is it shows how dramatically their entire gaming strategy has shifted from why they got into gaming in the first place.

Microsoft saw the 'battle for the living room' as the next great big technology war. They were scared that Sony already had an in with the Playstation brand and it would give them a big headstart. So they poured billions into Xbox.

Now they've completely shifted gears and said "Ehh, maybe the living room isn't so important, we'll now use that to chase mobile and PC users."

It was a pretty dramatic misreading of where the market was heading.

QT8PIsr.jpg


Yep.
 
Nothing to do with obfuscation, Xbox division is almost a rounding error on MS's balance sheet

Which is everything to do with with the obfuscation of the actual numbers. If they were a large part of the business they'd have to give out numbers or investors would be all over them. The fact that they are just a rounding error on the bank sheet means they don't have to give anything beyond what is the legal minimum depart based and not product based. So they can give us whatever they think sounds nice and no one who matters complains.
 
Pretty much. It sounds like they rather find a way to keep Xbox Live around without a dedicated console as it's a constant revenue stream.

Yeah, I think that will be the biggest issue MS will focus on in the future... Finding some way to get the people on PC and Mobile to pay for Xbox Live. Once they figure that out, MS will dump consoles like a bad habit.
 
Yeah, I think that will be the biggest issue MS will focus on in the future... Finding some way to get the people on PC and Mobile to pay for Xbox Live. Once they figure that out, MS will dump consoles like a bad habit.

Hm, i'm not so sure. Buying a console is a good way to lock someone into an ecosystem, which is what Microsoft wants to do more and more with the unification of all their various platforms.
 
What's interesting in that quote is it shows how dramatically their entire gaming strategy has shifted from why they got into gaming in the first place.

Microsoft saw the 'battle for the living room' as the next great big technology war. They were scared that Sony already had an in with the Playstation brand and it would give them a big headstart. So they poured billions into Xbox.

Now they've completely shifted gears and said "Ehh, maybe the living room isn't so important, we'll now use that to chase mobile and PC users."

It was a pretty dramatic misreading of where the market was heading.
It's not that the "living room" isn't important it's that today with tablets and smart devices the idea of "owning the living room" via a game console is ludicrous.

MS and to an extent Sony's goals here have been completely overshadowed and overturned by market trends neither foresaw.

The "living room" as content portal is now "the house" and the majority device for accessing content is a mobile device (phone, tablet, laptop, Mac) with distributed access by different individuals using different devices.

The closest to "one box to full them all" is your wifi router.
 
Yeah, I think that will be the biggest issue MS will focus on in the future... Finding some way to get the people on PC and Mobile to pay for Xbox Live. Once they figure that out, MS will dump consoles like a bad habit.

Why would they do that? XB1 software sales are higher than Steam for most AAA games, and that's very early in the gen. So even if they somehow get as many users on W10 as Steam, they would still suffer decline in software sales.

Then again, W10 means lower overhead, so less software sales can still mean higher profit margins. BUT...they would basically surrender the living room to Sony, and I don't think they want to do that.
 
Why would they do that? XB1 software sales are higher than Steam for most AAA games, and that's very early in the gen. So even if they somehow get as many users on W10 as Steam, they would still suffer decline in software sales.

Then again, W10 means lower overhead, so less software sales can still mean higher profit margins. BUT...they would basically surrender the living room to Sony, and I don't think they want to do that.

I could see Microsoft going the Steam Box route but I agree there's no way they stop having a console equivalent for people to purchase.
 
I could see Microsoft going the Steam Box route but I agree there's no way they stop having a console equivalent for people to purchase.

I don't think something like that would do well. PC enthusiasts want a normal gaming PC, the mass market wants a plug and play device, a SteamBox-like product appeals to neither.
 
It's not that the "living room" isn't important it's that today with tablets and smart devices the idea of "owning the living room" via a game console is ludicrous.
Is it though? Almost everyone I know used their 360 as a Netflix machine in addition to games, maybe even more often than for games. MS was on track with owning the living room, at least in NA, making money from Gold subscriptions, games, ads and everything else in the ecosystem. But they blew it pushing this idea past well its breaking point (HDMI in, Input One, TV TV TV, NFL NFL NFL, the next water cooler) and created a console almost no one wanted.
 
Microsoft itself doing fantastic, but not showing shipped numbers is a tell all sign they aren't impressed with sales.
 
Is it though? Almost everyone I know used their 360 as a Netflix machine in addition to games, maybe even more often than for games. MS was on track with owning the living room, at least in NA, making money from Gold subscriptions, games, ads and everything else in the ecosystem. But they blew it pushing this idea past well its breaking point (HDMI in, Input One, TV TV TV, NFL NFL NFL, the next water cooler) and created a console almost no one wanted.

that changed very quickly. No one is going to boot up their console when they have roku's, chromecast's, fireTV's and apple TV's all hooked up to it.
 
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