Big 3 Quarterly Financials!!!!!!!!!!!

[ethomaz]

So then with 1.1 shipped this quarter, that's how much total?

MS is really obscure about the split... definitively over 12m shipped unless 360 did better in 2014 than 2013

[ethomaz]

And 16.8 max

With the nearly 10m in November... I'm sure the max is not 16.8m... it is more like 13.5m.

[Legend]

With the nearly 10m in November... I'm sure the max is not 16.8m... it is more like 13.5m.

Yeah 16.8 assumes 360 sold zero units in the combined months.

[DerNebel]

I hate MS's earnings releases, they are always trying their dang hardest to not let anyone see how well or not well Xbox is doing for MS.

No hardware sales split
No software numbers
No operating income on a division level
And Xbox hardware and Xbox Live are put in different divisions and grouped together with other stuff.

God, no wonder I always assume that Xbox is not doing well for MS.

[Dr. Pezus]

This slide confirms XB1 is down

[Xevross]

Yeah it seems XB1 sell though will be down YOY unless they way over shipped the holidays. 100k per week baseline for these 3 months is possible

[Xevross]

This slide confirms XB1 is down

So maybe 1.1m shipped for the quarter? Seems likely. With over shipment in the last quarter I'd expect sell through to be slightly higher than that

[DerNebel]

So last year Sony shipped 3 million PS4s in that quarter (3.7 PS3+PS4), think they can beat that? Might be pretty tough.

[Xevross]

I don't think the chertz has any reason to change numbers based on this, they could be spot on

[Legend]

So last year Sony shipped 3 million PS4s in that quarter (3.7 PS3+PS4), think they can beat that? Might be pretty tough.

Doubt it. We know PS4 sold through 1.7 million for the period. Add PS3 at 600k plus some overhead for shipping PS4 and that's still not close to 3.7...


EDT: 1.7 is to March 1st I guess?

[Xevross]

So last year Sony shipped 3 million PS4s in that quarter (3.7 PS3+PS4), think they can beat that? Might be pretty tough.

Nah, they had no left over holiday stock so had to ship loads of extra PS4s, plus there was the Japan launch and PS3 will be down. I'm gonna conservatively guess they'll hit 2.5 - 3 million this year, with about 500k of those being PS3.

[Xevross]

Doubt it. We know PS4 sold through 1.7 million for the period. Add PS3 at 600k plus some overhead for shipping PS4 and that's still not close to 3.7

PS4 sold through 1.7m for Jan+Feb. Add on March where it performed well in the US and Japan and it'll be at least 2.5m, probably more, sell through. I guess it depends how much they want to keep on the shelves. If they keep up the 1.4m from the end of the holidays then 3m+ shipped for PS3+4 could be likely

[Dr. Pezus]

Doubt it. We know PS4 sold through 1.7 million for the period. Add PS3 at 600k plus some overhead for shipping PS4 and that's still not close to 3.7...


EDT: 1.7 is to April 1st I guess?

1.7 is to mid-end of Feb lol

[Dr. Pezus]

my guess is 3.3m PS consoles

[Xevross]

my guess is 3.3m PS consoles

Very possible, would mean double xbox