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MS Earnings Call - FY23Q2 |

Go ahead and save the post. But I don't think I'll be wrong.

You absolutely will be wrong on sales numbers, at a minimum it will exceed psvr1

In reality it will more than likely double

Psvr1 was prototype hardware cobbled together

PSVR2 is a legit VR platform with no shortcomings that supports high end VR

MS is missing out on the VR revolution
 
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jroc74

Phone reception is more important to me than human rights
None of those products ever had the popular consumer support, brand recognition, or power that Xbox has had. Not even close.
Windows phones? They bought Nokia and actually started being relevant again.

And before that they absolutely were relevant...before the iPhone launched.

They then decided to get rid of the Nokia branding and replace it with...Windows Phone.

What happened to them in the smartphone market is all kinds of wild.
 

Kinda GIF
 
Company with 0 Live Service hits is struggling?

bill-and-ted-s-excellent-adventure-keanu-reeves-woah-1591877014.gif

Current successful live-service games under Xbox.

Halo Infinite (complaints about speed of content drops won't change that it's still successful, one of the most played Xbox games, period, and also easily one of the most popular games on Game Pass)
Sea of Thieves
Elder Scrolls Online
Fallout 76
Minecraft

Other currently successful and upcoming successful live-service games pending Activision Blizzard deal approval.

Overwatch 2
COD Warzone/Warzone 2
World of Warcraft
Diablo Immortal
Candy Crush
Diablo IV

Something tells me they'll be fine.

Another vital thing is Xbox didn't do "bad" or "horrible." They didn't do as well as they did the prior year.
 
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Live Service has entered the Supercarrier era. Being profitable and keeping the lights on does not move the needle for these companies. Microsoft has to deliver the true Live Service hits to keep up.

The target is Fortnite, League of Legends, and Minecraft...not For Honor.
They should absolutely target For Honor! It is a perfect example of a live service done right : clear idea (viking vs knight vs samurai) that can and has been explained with a great CG trailer like Ubisoft loves to make. Then a open beta to give a taste to all potentials players. Then launch with the standard follow up that all live services needs.
When Ghost of Tsushima has been considered a more polished Assassin's Creed and a lot of greats games have humble beginnings ( Rocket league, No Man sky, Fall Guys or Genshin Impact) wanting to chase the big success is not the way. Just have a great idea, and good execution. The gamers will follow world of mouth. Among Us proves it.
 

analog_future

Resident Crybaby
You absolutely will be wrong on sales numbers, at a minimum it will exceed psvr1

In reality it will more than likely double

Psvr1 was prototype hardware cobbled together

PSVR2 is a legit VR platform with no shortcomings that supports high end VR

MS is missing out on the VR revolution

It's a VR headset that's $549, requires a $500 system to go with it, is stuck on a single platform, and still requires a cable to use. All during an impending recession. Sony literally hasn't even been able to sell out of preorders.

You might be right about it being reminiscent of the Kinect, but not for the reasons you think.
 
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Astray

Member
But that console came with a free copy of the game to own.....?
It came with a digital code yes, but the cost of the game was added on top of the regular price of the console.

I personally didn't play the game yet I just thought the console looked really nice (really compliments my decor tbh) and would resell better if I ever wanted/needed to.
 

Ansphn

Member
None of those products ever had the popular consumer support, brand recognition, or power that Xbox has had. Not even close.
Used to be popular. Xbox wouldn't be the first or last brand that used to be popular and could completely go under. Just look at Halo; a franchise that used to be king when it came to FPS - now it's on life support.
 
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It's a VR headset that's $549, requires a $500 system to go with it, is stuck on a single platform, and still requires a cable to use. All during an impending recession. Sony literally hasn't even been able to sell out of preorders.

You might be right about it being reminiscent of the Kinect, but not for the reasons you think.

Kinect was pretty successful

I’m not predicting it will sell as high as Kinect, but the only reasons you have cited as obstacles are price which will come down

And if the device is highly desirable after consumers start trying it, price becomes less of a factor for someone that already owns a PS5

The total cost is similar or less to psvr1, adjusted for inflation
 

Men_in_Boxes

Snake Oil Salesman
Current successful live-service games under Xbox.

Halo Infinite (complaints about speed of content drops won't change that it's still successful, one of the most played Xbox games, period, and also easily one of the most popular games on Game Pass)
Sea of Thieves
Elder Scrolls Online
Fallout 76
Minecraft

"Hits" vs "successful". Perhaps I'm not being clear about the distinction.

Again, we're in the era of Supercarriers.

2022 delivered nothing in terms of true hits. The industry is changing and not everyone wants to accept it. There was never any expectation for Minecraft, a 10 year old game, to have a huge impact for MS in terms of year over year revenue.
 
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onQ123

Member
Again the numbers are not that bad it's the fact that it happened over the holidays with heavy discounts on Series S & these numbers probably won't pick up again for months.
 

John Wick

Member
You absolutely will be wrong on sales numbers, at a minimum it will exceed psvr1

In reality it will more than likely double

Psvr1 was prototype hardware cobbled together

PSVR2 is a legit VR platform with no shortcomings that supports high end VR

MS is missing out on the VR revolution
GT7 alone is a system seller.
 

Panajev2001a

GAF's Pleasant Genius
This is like the Apple quarterly reports. Their numbers are so insane and so ahead of everyone else. At this point, their profits come from a near autopilot monopoly of vital services or products too ingrained in modern living to live without.
Cook even raised it when people asked him about high ASP products during a recession: “people will stretch… because their phones and tablets are so so ingrained in everyone’s life”.
 

Mibu no ookami

Demoted Member® Pro™
It's a VR headset that's $549, requires a $500 system to go with it, is stuck on a single platform, and still requires a cable to use. All during an impending recession. Sony literally hasn't even been able to sell out of preorders.

You might be right about it being reminiscent of the Kinect, but not for the reasons you think.

Let's go through these one by one:

Starting with price. First, we have to address the fact that the PSVR2 is actually cheaper than the PSVR1.

It was 400 dollars but did not include a camera or move controllers. When you include the total price, that brought it up to $560. People conveniently like to leave that out for some reason. Sony didn't include these because there were people who already owned these devices, and they could buy them separately. No one owns sense controllers and PSVR2 doesn't require a camera.

So, it's already more expensive, but let's go a step further. PSVR1 launched in 2016. 560 dollars in 2016 is the equivalent of $700 dollars...

The reality is that the PSVR2 is significantly cheaper...

The PS5 is also considerably cheaper than the PS4, and I like how you've even ignored the 400-dollar digital option to lower the barrier of entry. But that's not really how the barrier of entry works here. Most understand that you have minimum requirements for entry. As people have mentioned no one calculates the price of a tv when considering the price of a console. It's an assumed cost, but again no more a barrier of entry than the PS4 and PSVR1.

Stuck on a single platform. Potentially. I think there is still room for Sony to mature their PC ecosystem and I think that could involve PSVR2, we'll have to see. I think Spider-Man has given us clues that Sony is in fact planning a PC PlayStation Launcher. It's still speculation, but I think it has fair odds of coming to reality. Sony holds things pretty close to the chest and certainly isn't announcing big moves before the ABK deal finalizes.

Still requires cables. So did the PSVR1 and that was a mess and people bought it. That the PSVR2 uses a single thin usb c cable isn't a negative against it compared to the PSVR1.

You realize that the tune on recession is already changing. Enough people have said that a recession is going to happen and that we've all assumed we're already in one. We've gone from a catastrophic recession to maybe a mild recession or even a soft landing.

Sony hasn't sold out of pre-orders for a device that is expensive and people want more hands on with or at least more hands on reviews? This isn't hogwarts legacy we're talking about here. This is 550 bones basically sight unseen. I have a casual interest in PSVR2, but you haven't seen me pre-order. It would likely come down to whether or not I want to get GT7 and put together a racing kit, but now we're talking about like 2K dollars plus.
 

Hobbygaming

has been asked to post in 'Grounded' mode.
Cant wait to see Sony and nintendos reports vs last year and see people's energy then. Even a mid to high single digit down turn must be terrible news for them with the big releases.

I guess people are expecting gains of low to mid double digits at least for Sony. They didn't have any big games for Xmas 2021 so God of war, Horizon and gt7 should be showing decent growth for their q4 numbers, right?

Couple that with the fact Sony said they sorted their supply chain out for peak, consoles were everywhere so I'm expecting big things from them and it looks like a lot of users here are.
Sorry DenchDeckard this one aged into spoiled milk lol

Milk Vomit GIF by Perfect Harmony
 
Stuck on a single platform. Potentially. I think there is still room for Sony to mature their PC ecosystem and I think that could involve PSVR2, we'll have to see. I think Spider-Man has given us clues that Sony is in fact planning a PC PlayStation Launcher. It's still speculation, but I think it has fair odds of coming to reality. Sony holds things pretty close to the chest and certainly isn't announcing big moves before the ABK deal finalizes.
It is my opnion that Sony would one day release a VR headset that is segregated from the Playstation brand, likely using their Television department. The reason being the PC headset would need to allow pornography, which could only be kept neutral by being unrelated to Playstation.
 

feynoob

Banned
Isn't the decline of the sales the result of 2022 barren release for Xbox?
2021 saw big Xbox releases, while 2022 had small releases.
For example, Sony 2021 release was low compared 2022, which makes their 2022 higher than 2021.

Don't know if this is right or wrong though.
 
Isn't the decline of the sales the result of 2022 barren release for Xbox?
2021 saw big Xbox releases, while 2022 had small releases.
For example, Sony 2021 release was low compared 2022, which makes their 2022 higher than 2021.

Don't know if this is right or wrong though.
That's exactly the reason for the results we're seeing here. A little context goes a long way in getting an accurate picture of the overall market.

MS having one period where they release games such as Halo and FH5 and comparing it the same period the following year where they did not is going to produce expected results. Likewise goes for Sony when they have GOWR for one period compared to one that doesn't.

That's not to say that PS isn't doing well because they definitely are, because the disparity between the two suggests that they are. But to believe that Xbox is in trouble while PS is on some epic tear is a bit of a stretch.

Considering we're mostly looking at this from a consumers standpoint. It really goes to show how many people's perspectives have been skewed by brand loyalty and fanboyism. Looking at Xbox figures, we can see that more people are engaging with their services but that their revenues have declined. That suggests that their subscribers are getting more bang for their buck. Of course we see the opposite with PS, as their revenue went up despite figures for things like PS Plus remaining flat or even declining a bit. Which would suggest that they're getting more money per user.

People can make all sorts of assumptions from these numbers, and cite them for arguing their case that one company is doing great while another is on the brink of failure. The truth however, is that in order to ACCURATELY make such predictions, you need to look at longer term trends to gauge such things.

But this is Gaf. Where one week a company is lighting up the industry, and the next it's on the verge of going under.
 

Valkyria

Banned
Cant wait to see Sony and nintendos reports vs last year and see people's energy then. Even a mid to high single digit down turn must be terrible news for them with the big releases.

I guess people are expecting gains of low to mid double digits at least for Sony. They didn't have any big games for Xmas 2021 so God of war, Horizon and gt7 should be showing decent growth for their q4 numbers, right?

Couple that with the fact Sony said they sorted their supply chain out for peak, consoles were everywhere so I'm expecting big things from them and it looks like a lot of users here are.
NOTstradamus.

fortune teller gypsy GIF
 
more people are engaging with their services
That is easy when you have a shrinking market share. In fact it is a hilarious but reliable marketing tactic when you are losing customers. Telling everyone that the customers you have are more diehard is just saying all the casual gamers have abandoned you.

I can assumre you, both PS3 and Wii-U had "more engagement" with their surviving customers too. It's like calling a house "cozy" when it is too small.
 

onQ123

Member
That's exactly the reason for the results we're seeing here. A little context goes a long way in getting an accurate picture of the overall market.

MS having one period where they release games such as Halo and FH5 and comparing it the same period the following year where they did not is going to produce expected results. Likewise goes for Sony when they have GOWR for one period compared to one that doesn't.

That's not to say that PS isn't doing well because they definitely are, because the disparity between the two suggests that they are. But to believe that Xbox is in trouble while PS is on some epic tear is a bit of a stretch.

Considering we're mostly looking at this from a consumers standpoint. It really goes to show how many people's perspectives have been skewed by brand loyalty and fanboyism. Looking at Xbox figures, we can see that more people are engaging with their services but that their revenues have declined. That suggests that their subscribers are getting more bang for their buck. Of course we see the opposite with PS, as their revenue went up despite figures for things like PS Plus remaining flat or even declining a bit. Which would suggest that they're getting more money per user.

People can make all sorts of assumptions from these numbers, and cite them for arguing their case that one company is doing great while another is on the brink of failure. The truth however, is that in order to ACCURATELY make such predictions, you need to look at longer term trends to gauge such things.

But this is Gaf. Where one week a company is lighting up the industry, and the next it's on the verge of going under.
You're ignoring the fact that Xbox Series S which is already the cheapest current gen console was on fire sale this whole quarter, People was paying up to 2X more for the PS5 . So what's going to happen when a PS5 slim is released & the price come down?


Microsoft predict that the numbers will be down again this quarter vs Sony who predict PS5 is going to have a record breaking quarter without a big 1st party release.
 

feynoob

Banned
That is easy when you have a shrinking market share. In fact it is a hilarious but reliable marketing tactic when you are losing customers. Telling everyone that the customers you have are more diehard is just saying all the casual gamers have abandoned you.

I can assumre you, both PS3 and Wii-U had "more engagement" with their surviving customers too. It's like calling a house "cozy" when it is too small.
Current Xbox is much better position than Xbox one. That is not shrinking market.
The market before was low. It's gaining it's momentum.
To put in perspective, Xbox one had around 60m sales. Not as much as PS, because the PS4 had 116m PS4. So PS5 is going to have easy run.
 

onQ123

Member
Current Xbox is much better position than Xbox one. That is not shrinking market.
The market before was low. It's gaining it's momentum.
To put in perspective, Xbox one had around 60m sales. Not as much as PS, because the PS4 had 116m PS4. So PS5 is going to have easy run.
The question is do they make more money from Gamepass than they was making from game sells on Xbox One.

What about 3rd party games are they seeing a big enough return on Xbox Series consoles?
 
That is easy when you have a shrinking market share. In fact it is a hilarious but reliable marketing tactic when you are losing customers. Telling everyone that the customers you have are more diehard is just saying all the casual gamers have abandoned you.

I can assumre you, both PS3 and Wii-U had "more engagement" with their surviving customers too. It's like calling a house "cozy" when it is too small.
Not sure I'd call it hilarious really, but it's definitely a tactic.

It clearly states in the report that the lower services revenue was partially offset by the increased Gamepass subscriptions. Additionally, Xbox MAU is at 120 million users.

Comparatively, Sony reported it had 46.4 million PS Plus subscribers compared to 48 million at the same point last year. It's MAU was at 112 million. Sony also reported that their average Yen per user increased roughly 100 Yen.

So while I'm absolutely positive your comment was made with good intentions, it's obviously not the case going on here.
 
You're ignoring the fact that Xbox Series S which is already the cheapest current gen console was on fire sale this whole quarter, People was paying up to 2X more for the PS5 . So what's going to happen when a PS5 slim is released & the price come down?
Am I though? So the Series S was on a "fire sale" while people were paying twice as much for the PS5. So if we assume for a second that they sold anywhere close to equal units. What exactly would you expect their reported revenue figures to be?
Microsoft predict that the numbers will be down again this quarter vs Sony who predict PS5 is going to have a record breaking quarter without a big 1st party release.
That's great. Companies predict a lot of things. Like how Sony predicted the PS5 would be outpacing the PS4 by now. I would also assume that you had merely not considered big 1st party releases, except that you made sure to mention it there at the end... but only in defense of Sony. While I'm sure you're obviously aware that the case is the same for MS last quarter, while Sony released a sequel to likely it's biggest franchise. Apparently you felt compelled to ignore that fact.
 
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