Microsofts FY2017 Q2 Earnings (55m MAU)

[ethomaz]

https://www.microsoft.com/en-us/Investor/earnings/FY-2017-Q2/press-release-webcast

[Legend]

XBOX One probably down yoy. Hopefully Scorpio revives it like Kinect did.

[Xevross]

Wow they actually indicated it was down YOY. Crazy.

[DerNebel]

Mobile platforms... fudgy mobile platforms... they include fudgy Windows phones in their monthly active users.

[kitler53]

Mobile platforms... fudgy mobile platforms... they include fudgy Windows phones in their monthly active users.

windows phone has what,.. 2 dozen users left?

the real fluff is probably windows 10 where 98% of those users don't even realize they have an account and really they just logged in to check facebook.

[ethomaz]

Mobile platforms... fudgy mobile platforms... they include fudgy Windows phones in their monthly active users.

I do believe Xbox Live is on Android/iOS since middle last year.

[DerNebel]

I do believe Xbox Live is on Android/iOS since middle last year.

Yes, but MAUs are supposed to represent the customers that still actively engage in a platforms content, they are among other things supposed to show developers/publishers how many people they have on a platform to sell their stuff to. What good does a user on a Windows Phone do a publisher that makes console games? Putting them together, even though they are largely different markets is just pointless.

[Aura7541]

Wow they actually indicated it was down YOY. Crazy.

MS did the same for Q1 2017, I think. Now I'm waiting for Marketwatch to break down the gaming revenue.

[ethomaz]

Yes, but MAUs are supposed to represent the customers that still actively engage in a platforms content, they are among other things supposed to show developers/publishers how many people they have on a platform to sell their stuff to. What good does a user on a Windows Phone do a publisher that makes console games? Putting them together, even though they are largely different markets is just pointless.

Ohhhhh I agree.

[Max King of the Wild]

Down yoy with gears and slim isn't good. And no games of mention coming up. I think fy will be down

[Aura7541]

10-Q: MICROSOFT CORP - MarketWatch

Gaming revenue decreased $104 million or 3%, primarily due to lower Xbox hardware revenue, offset in part by higher revenue from Xbox software and services. Xbox hardware revenue decreased 22%, mainly due to lower prices of consoles sold and a decline in volume of consoles sold. Xbox software and services revenue increased 18%, driven by a higher volume of Xbox Live transactions and revenue per transaction.

[Kerotan]

Down YOY with the final if their major franchises out and the xbox slim which they marketed like it could do 4k.

This year there's no slim,  probably a price cut and a more expensive scorpio.  I see it down again and then a big drop in 2018.

Their financials are MAUst impressive but their xbox dividiomis not.  I imagine the number of gold subscribers is steadily falling since the halcyon 360 days.

[darkknightkryta]

Down YOY with the final if their major franchises out and the xbox slim which they marketed like it could do 4k.

This year there's no slim,  probably a price cut and a more expensive scorpio.  I see it down again and then a big drop in 2018.

Their financials are MAUst impressive but their xbox dividiomis not.  I imagine the number of gold subscribers is steadily falling since the halcyon 360 days.

According to MS they're up ;o

[Horizon]

Xbox is not doomed but they are hardly growing their brand or market, they are just attracting the same customers and have lost a ton of others. The scorpio must reinvigorate interest in the brand or they are in trouble.

[kitler53]

Xbox is not doomed but they are hardly growing their brand or market, they are just attracting the same customers and have lost a ton of others. The scorpio must reinvigorate interest in the brand or they are in trouble doomed.