VizionEck

i'm lazy.  oh so lazy.  i can't manage to make my own OP but I do want to discuss is it...

https://www.resetera.com/threads/microsoft-fy-2023-q2-gaming-revenue-13-xbox-content-services-12-xbox-hardware-13.679282/

Microsoft FY 2023 Q2:

Gaming revenue declined 13% in the 3 months ending Dec. In-line with guidance.

Implies ~ $4.74B in quarterly Xbox sales. The lowest since FY 2020 Q2.

Xbox Content & Services down 12%, again in-line with estimate.

Xbox Hardware sales were also down 13%. pic.twitter.com/MTqIGqK3Lb

— Dom (@DomsPlaying) January 24, 2023

Microsoft FY 2023 Q2:

Using the decline of 13%, quarterly gaming revenue was ~ $4.74B.

That puts annual Xbox sales around $15.54B right now.

Xbox Content & Services is ~ $12B or 77% of the total.

Trajectory peaked a couple quarters back and has normalized. See chart below. pic.twitter.com/rWQTXjoxW5

— Dom (@DomsPlaying) January 24, 2023

Microsoft FY 2023 Q2:

Company in total had $52.7B in quarterly revenue, up 2%.

Operating income was $20.4B, which is down 8%. First quarterly dip in quite some time.

Sales from Microsoft Cloud gained 22% to $27.1B.

Quick reminder that MS announced 10K job cuts last week. pic.twitter.com/kOkskK1UT6

— Dom (@DomsPlaying) January 24, 2023

Xbox FY23 Quarter 2 Results

• Gaming Revenue Down 13%
• Xbox Content and Services Down 12%
• Xbox Hardware Revenue Down 13%
• 1st party and 3rd party content Declined
• Game Pass Subscribers Grew pic.twitter.com/MQp6E01zZy

— Benji-Sales (@BenjiSales) January 24, 2023

gamepass subscriptions grew.

games and services revenue declined.


so like,.. can it get any clearer than that?  i've only been on ps+ extra for a little bit here and i can already tell i'm massively less inclined to pay for games now.   too many "free" options at hand.   so far i haven't spent any $$ this year.   I think i might just not spend any $$ all year the way things are going.

gamepass subscriptions grew.

games and services revenue declined.

Part of that is just going to be the fact that MS basically had 0? big launches last year.
While the year before had Halo Infinite, Age of Empires 4, and a few other ones.

Where are the games??

Where are the games??

sorry.  I looked but could not find that picture of Spencer quotes apologizing for last year but promising next year will be huge for 5 years running.  

....but 2023 baby!!   this is the year!

anyone get any solid numbers in units sold.  

revenue being down on hardware looks bad this early in the gen but MS has some spin saying it's because of lower price.  


MS is publicly traded.  shouldn't basic information about their company performance be something I can find?.. as an investor.

anyone get any solid numbers in units sold.  

Supposedly ~9 million last year, and ~20 million LTD

Supposedly ~9 million last year, and ~20 million LTD

units sold up or down YoY?  

if we assumed flat then 9 million in both 2021 and 2022 would mean 2 million in holiday 2020.   reasonable?

anyone get any solid numbers in units sold.  

revenue being down on hardware looks bad this early in the gen but MS has some spin saying it's because of lower price.  


MS is publicly traded.  shouldn't basic information about their company performance be something I can find?.. as an investor.

Unit sales are lower too though :o

Unit sales are lower too though :o

is that confirmed?

i know with the pandemic things got a bit inflated with video games but a lot of that was counteracted by extreem shortages.   being down YoY on unit sales would be like pretty bad given it's only year 2 and xbox is only at like 20 million units strong and there is a flood of series S units at any store i've been into for the last 6 months.

i know ps claimed the strongest month ever in december but that was following months of being nearly unable to buy a ps5 anywhere.   i'm still kind of worried that ps5 sales are going to flatten out or even drop too on a YoY perspective.   i think only nintendo is talking about being in a strong position and pretty much everyone else is talking about pretty significant "degrowth" lately.