Microsoft FY2015 Q2: 6.6M 360+XBO Shipped

[Legend]

Computing and Gaming Hardware revenue decreased $473 million or 11%, primarily due to lower revenue from Xbox Platform, offset in part by higher Surface revenue. Xbox Platform revenue decreased $703 million or 20%, driven by a 10% decline in total console volume, the transition from Xbox 360 to Xbox One with lower prices compared to the prior year, and lower revenue from second- and third-party video games and accessories. We sold 6.6 million Xbox consoles during the second quarter of fiscal year 2015 compared with 7.4 million consoles during the second quarter of fiscal year 2014. Surface revenue increased $211 million or 24%, primarily due to Surface Pro 3 units sold, offset in part by a decrease in revenue from other Surface devices sold. Surface Pro 3 was released in June 2014.

Computing and Gaming Hardware gross margin increased $49 million or 12%, due to a $522 million or 13% decrease in cost of revenue, offset in part by lower revenue. Gross margin benefited from the mix shift to Surface Pro 3. Xbox Platform cost of revenue decreased $492 million or 16%, mainly due to lower volumes and a lower cost per console sold, reflecting the transition from Xbox 360 to Xbox One.

Computing and Gaming Hardware revenue increased $571 million or 10%, primarily due to higher revenue from Surface, offset in part by lower revenue from Xbox Platform. Surface revenue increased $719 million or 56%, primarily due to Surface Pro 3 units sold, offset in part by a decrease in revenue from other Surface devices sold. Xbox Platform revenue decreased $165 million or 4%, mainly due to a decrease in second- and third-party video games revenue. We sold 9.1 million Xbox consoles during the first half of fiscal year 2015 compared with 8.6 million consoles during the first half of fiscal year 2014.

Computing and Gaming Hardware gross margin increased $323 million or 52%, due to higher revenue, offset in part by a $248 million or 5% increase in cost of revenue. Gross margin benefited from the mix shift to Surface Pro 3. Xbox Platform cost of revenue increased $131 million or 4%, mainly due to higher volumes of consoles sold. Surface cost of revenue increased $119 million or 7%, mainly due to a higher cost per device sold, driven by Surface Pro 3.

http://www.neogaf.com/forum/showthread.php?t=979892

[Xevross]

Very good. $7.8bn operating income too.

XB1 shipments must be about 12 million, perhaps a little less

[Xevross]

Dare I say it, VGC seems to be spot on with X1

[Dr. Pezus]

Dare I say it, VGC seems to be spot on with X1

With reports of retailers having floods of XB1 after the holidays I wouldn't bet on it

[Xevross]

With reports of retailers having floods of XB1 after the holidays I wouldn't bet on it

12m shipped leaves 1 million in the channel. Maybe VGC is slightly over

[Dr. Pezus]

12m shipped leaves 1 million in the channel. Maybe VGC is slightly over

We don't know the split??

[Xevross]

We don't know the split??

X360 must be down, so its an estimate.

[Legend]

11-12 for xbox one shipped I'd say, probably closer to 12.

[kitler53]

With reports of retailers having floods of XB1 after the holidays I wouldn't bet on it

we'll know the answer to that in the next quarter's shippment numbers.  negative shippments baby!!

[Xevross]

11-12 for xbox one shipped I'd say, probably closer to 12.

Agreed. I also agree that next quarter shipments will be very low

[Xbro]

Microsoft usually tends to overship. Or at least from what I can tell. Sony is having trouble keeping up with demand, and Nintendo just doesn't ship enough.

[Mmm_fish_tacos]

Expecting low shipments next quarter.

[Max King of the Wild]

Expecting low shipments next quarter.

we will see but we all can agree if the kept the price increase things would not have been good at all.