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[ZhugeEX]

Microsoft Corp. today announced that revenues for the quarter ended June 30, 2015 were $22.2 billion. Gross margin, operating loss, and loss per share for the quarter were $14.7 billion, $(2.1) billion, and $(0.40) per share, respectively.

Computing and Gaming Hardware

Computing and Gaming Hardware revenue increased $591 million or 44%, driven by higher Surface and Xbox Platform revenue. Gross margin increased $417 million, and benefitted from the mix shift to Surface Pro 3 and Surface 3.

· Surface revenue increased 117% to $888 million, driven by Surface Pro 3 and Surface 3 units sold. We launched Surface Pro 3 and Surface 3 in June 2014 and May 2015, respectively.

· Xbox Platform revenue increased $86 million or 10%, driven by higher volumes of consoles sold, offset in part by lower prices of Xbox Ones sold. We sold 1.4 million consoles in the fourth quarter compared to 1.1 million consoles during the prior year.

· Computing and Gaming Hardware revenue included an unfavorable foreign currency impact of approximately 6%.

. Xbox Live transactions revenue increased $205 million or 58%, reflecting increased users and revenue per user.

. First-party video games revenue increased $63 million or 62%. We acquired the Minecraft gaming franchise in November 2014.

(360 + XBO)  Hardware Unit Sales (Unit:Million)


  FY          Jl-Sp    Oc-Dc    Ja-Mr    Ap-Jn      FY      


2013/14        1.2      7.4      2.0      1.1       11.7      

2014/15        2.4      6.6      1.6      1.4       12.1

   Xbox One Hardware Unit Sales (Unit:Million)


  FY          Jl-Sp    Oc-Dc    Ja-Mr    Ap-Jn      FY      LTD

2013/14         -       3.9      1.2       ?         ?       ?

              Xbox 360  Hardware Unit Sales (Unit:Million)


  FY          Jl-Sp    Oc-Dc    Ja-Mr    Ap-Jn      FY       LTD

2005/06         -       1.5      1.7      1.8       5.0      5.0

2006/07        1.0      4.4      0.5      0.7       6.6      11.6
    
2007/08        1.8      4.3      1.3      1.3       8.7      20.3  
  
2008/09        2.2      6.0      1.7      1.2       11.2     31.5  
   
2009/10        2.1      5.2      1.5      1.5       10.3     41.8

2010/11        2.8      6.3      2.7      1.7       13.7     55.3 

2011/12        2.3      8.2      1.4      1.1       13.0     68.3

2012/13        1.7      5.9      1.3      1.0       9.9      78.2

---------------------------------------------------------------------

2013/14        1.2      3.5      0.8       ?         ?        ?


- Xbox 360 sales rise to 84 million (June 9, 2014)

Credit goes to Parmenides for the format

 

[malfcn]

Decent.

 

[Welfare]

Good results. Up from last year.

 

[gundamkyoukai]

Not a great number looking at it WW.

 

[Toki767]

Mildly better than last year, at least.

 

[NateDrake]

Most of that figure must be Xbox One. Maybe 500k for X360.

 

[Caipirinha]

Not exactly a good sign that the supposed "turn around" has done much for sales.

 

[Vital Tundra]

So this really isn't good, right? Not only i it just numbers shipped, but its including both consoles. How much is 360 in that number? Or am I getting something wrong?

 

[Doffen]

Not a great number looking at it WW.

If you do like Microsoft and ignore the majority of Europe the numbers will look better.

 

[Welfare]

Most of that figure must be Xbox One. Maybe 500k for X360.

Eh that would be too high. Probably 300k-400k

 

[Infernostew]

Eh, not really all the great considering the price cut...

 

[djplaeskool]

Surface seems to finally gotten the push it needed.

 

[ZhugeEX]

We're looking at more than 14 million Xbox One's shipped here. (Lifetime)

 

[orochi91]

If you do like Microsoft and ignore the majority of Europe the numbers will look better.

+1

 

[Aceofspades]

Jesus, thats low

 

[djblackice]

Did they have the $350 price last year during the same period?

 

[Zombie James]

400K more than last year doesn't sound like much to me...

 

[AgentP]

Good results. Up from last year.

When it was $500? I hope so.

 

[ZhugeEX]

Did they have the $350 price last year during the same period?

It was $499 in April and May 2014
It was $399 in June 2014

This year the price was $349 from April though June.

 

[Welfare]

I hope you guys know that the Xbox One probably doubled or very close to it's results from last year. Combined last year was 1.1m and that was when the 360 was doing alright. It's not great results, but it's better than last year.

 

[mintylurb]

Eh that would be too high. Probably 300k-400k

That still seems high. Let's make it 150K - 200K

 

[Kolx]

Is Sony number for the same period out? if not then when?

 

[Bold One]

this is good, yes?

 

[vpance]

Price cut incoming.

 

[Fat4all]

400K more than last year doesn't sound like much to me...

Especially since the Kinect-less sku and the price drop.

Maybe the 360/One% are much better this time around though.

 

[ZhugeEX]

Is Sony number for the same period out? if not then when?

30th of July.

Nintendo is 29th.

 

[gtj1092]

I think MS is smart in releasing new sku's and bundles every month. Allows them to continually keep shipping X1s. I would think the 1TB bundle would be most of this considering the biggest month of this quarter was June.

 

[allan-bh]

Surface is doing great.

 

[Shining Sunshine]

Well they have a new price drop bundle with the new controller, right? Stores might be packed with old Xbone SKUs being sent back to be repacked into the new SKU.

 

[ZhugeEX]

this is good, yes?

It's aight.

 

[Toki767]

I think MS is smart in releasing new sku's and bundles every month. Allows them to continually keep shipping X1s. I would think the 1TB bundle would be most of this considering the biggest month of this quarter was June.

If your product is selling well worldwide, you wouldn't need to keep releasing new SKUs and still be able to keep shipping it.

 

[KillerMan91]

400K more than last year doesn't sound like much to me...

X360 is probably down compared to last year so the increase for Xbox One is more than those raw numbers show.

 

[mintylurb]

400K more than last year doesn't sound like much to me...

I reckon the additional 400K is thanks to sales in China.

 

[ZhugeEX]

X360 is probably down compared to last year so the increase for Xbox One is more than those raw numbers show.

Xbox One will be over 1 million easily. How much over though is anyones guess.

The Xbox One is doing worse compared to the PS3 which shipped 1.6 million by itself this quarter when you align launches. Doing better than the Xbox 360 aligned though.

 

[Aceofspades]

Looking at historical data, 360 alone was doing better numbers than this.

 

[A_Gorilla]

this is good, yes?

At face value? Sure.

When you factor in the price drops and multiple SKUs? Eh...

 

[SEGAvangelist]

It's aight.

Yeah, it's not bad when you consider there were no major exclusives in the first half of the year.

 

[Kolx]

30th of July.

Nintendo is 29th.

I'll hold my judgement until 30 then.

 

[Conduit]

So, lower than last quarter (1.6 combined), amirite?

 

[Welfare]

So, lower than last quarter (1.6 combined), amirite?

Q4 is almost always lower than Q3 for Xbox.

 

[ZhugeEX]

I'll hold my judgement until 30 then.

PlayStation 4 shipments should be between 2 million and 2.5 million.

Bear in mind this Xbox number (1.4m) is cumulative Xbox One and 360.

So, lower than last quarter (1.6 combined), amirite?

This was to be expected. Tbh I thought it's be lower than 1.4m

 

[c0de]

Looking at historical data, 360 alone was doing better numbers than this.

Launch aligned?

 

[The Last One]

So, lower than last quarter (1.6 combined), amirite?

The 360 is probably down YoY though.

 

[Primethius]

Pretty decent results given that it's up from last year. Though it's hard to tell how much given that we don't know the splits this year or last year for the 360/X1.

 

[harSon]

Looking at historical data, 360 alone was doing better numbers than this.

http://www.gamesindustry.biz/articles/microsoft-entertainment-division-posts-426-million-gain

For reference

 

[etta]

Xbox Live transactions revenue increased $205 million or 58%, reflecting increased users and revenue per user.

This is interesting.

 

[Aceofspades]

Launch aligned?

Yeah, I was looking at the data provided in the OP

 

[Graphics Horse]

Looking at historical data, 360 alone was doing better numbers than this.

Not at this point in its life.
It doesn't look good but their jan-june numbers always look pretty crap, it's all about the channel stuffing season.

 

[Welfare]

Launch aligned?

Xbox 360 shipped 700k in the April-June period of 2007.

 

[ZhugeEX]

Looking at historical data, 360 alone was doing better numbers than this.

No it wasn't. When you align launches. The 360 was doing much worse. Mainly because Microsoft overshipped so much in 2006. They sold through more than they sold in during H1 2007.