I mean he achieved highest xbox revenue by absorbing other publishers revenue. The game is changing but only what parent company the money is going to.
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Microsoft Earning Report FY22 Q4 | Gaming Revenue Down 7% YoY
They will show negative tracking too. GT7 and Horizon were the previous quarter. I suspect everything to be down except subs. Keep in mind MS has the benefit of multiplatform releases, even PS exclusive releases, so when you say MS has had nothing for 2022 you mean xbox has had nothing for 2022. xbox has had nothing but MS as a publisher and its financials have.And if they do shrink by 7 percent or more, what will you say then?
I don't think Sony has had a stronger year than this year in a long time. New horizon sequel, GT7, last of us remake, and God of war ragnorak....plus the megaton that is Stray
What will you think if they are showing any negative tracking YoY?
That goes to everyone posting their theories against MS in this thread.
Wouldn't it be even worse for Sony if their numbers are tracking any kind of negative when they have one of the strongest years for releases in the last few years? MS has had nothing for 2022 but are only 7 percent down in 2022, that's pretty damn amazing really compared to what I'm seeing from other companies vs YoY.
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Hobbygaming
has been asked to post in 'Grounded' mode.
Is MS only having a 7 percent decrease in revenue with such a quiet 2022 really a good thing?And if they do shrink by 7 percent or more, what will you say then?
I don't think Sony has had a stronger year than this year in a long time. New horizon sequel, GT7, last of us remake, and God of war ragnorak....plus the megaton that is Stray
What will you think if they are showing any negative tracking YoY?
That goes to everyone posting their theories against MS in this thread.
Wouldn't it be even worse for Sony if their numbers are tracking any kind of negative when they have one of the strongest years for releases in the last few years? MS has had nothing for 2022 but are only 7 percent down in 2022, that's pretty damn amazing really compared to what I'm seeing from other companies vs YoY.
Bernd Lauert
Banned
Eddie-Griffin
Banned
Was started by Reagan, they rig the markets to encourage growth and stop drops they buy index futures at a high price to tip up shorts and hedge funds so stocks don't go down.
For example XLF drops from 50 to 38 and then they say Index futures predicting the price will "be 70 dollars in 5 months" that's a basic version of what they are doing.
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Fess
Member
Sounds illegal. As if the stock market can’t be disconnected enough from the reality as it is.
Kagey K
Banned
I think before the pandemic people had the illusion that the market reflected reality, it was during it, that we got to see just how disconnected it actually is.
It in no way reflects the reality of any economy, and you can watch big firms move money around like a wave where as they move ppl try to catch it on the way up and drop it before it cones down.
It's the biggest ponzi scheme out there, but you have to buy in if you want to get ahead.
Fess
Member
Yeah but at the same time things can go south because of real world events so it’s not an isolated bubble. I’d say a stock’s value is a reflection of the investors hopes and dreams for the future rather than the real value or realistic potential of the company in question.
I’ve jumped in early on the stock market and has been lucky to ride this strange wave when it essentially just rolled at one direction. But today I wish I was out… Well, the last couple days has been fun but for the year I’m down -21%. Trying to buy and sell to crawl back up again but it’s hard when things can move at either direction seemingly for no reason at all.
Eddie-Griffin
Banned
It's not illegal because Congress and Reagan made it legal, and the President and Congress still support it today. It was illegal though, until they made it not. Now you know why the older financial guys say it's rigged all the time. BTW, Plunger team isn't th only "team" btw.
yazenov
Member
In the last 10-k, they just said "Office Commercial products and cloud services revenue increased $4.4 billion or 13%. Office 365 Commercial revenue grew 18% driven by seat growth of 14%, with continued momentum in small and medium business and frontline worker offerings, as well as growth in revenue per user. Office Commercial products revenue declined 22% driven by continued customer shift to cloud offerings.". I do expect the same to be true this year, increase in both users and arpu. I haven't come across seat growth before.
John Wick
Member
I bet it isn't!Take Two is next.
Represent.
Represent(ative) of bad opinions
They need to keep shrinking. Absolute garbage output of games. Their 2022 was hilariously bad
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Lucifers Beard
Member
Kind of a quiet year for Xbox from a games perspective. I’m hoping this changes dramatically in the next 12 months (which it should!).
StealthGoblin
Banned
Really? They are quite plentiful in the U.K. I’ve been into Game and a few other places. Series S is the most available, then X and then you have to make a wish and a prayer for a PS5
A lot of people probably signed up for a year last year before the March 2022 increase. Would be interesting to see how it affected seat count now. Certainly helped with the revenue boost YoY.
Jaybe
Member
I believe last earnings date that they provided guidance that Content and Services was forecasted to decline for this soon due to reduced year over year engagement. I expect we see another year over year decline this quarter when they report.
Yeah, they did and software numbers from the US, EU and UK reflect (although thats for all the platform holders)
I'm expecting an increase due to services.
ResilientBanana
Member
grasp onto that little bit of hope that Microsoft isn't profitable.
Got a breakdown from the ABK thread between the two, right?
2,900mill on GP, 9,681 on others so roughly ~1:3.33.
Using the US as an example, SW down 10% would require Services up like 33%. Flat would seems like a good result to me.
edit also add the minor factor of FX impacts (gbp was 1.38 a year ago, now its 1.13)
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yurinka
Member
I think the only dramatic change we'll see next year will be related to the addition of ABK revenue to the MS Gaming revenue because I think they'll complete the acquisition somewhere in late May/early June.
I think Starfield and Forza won't cause any substantial spike on Xbox console sales or GP subs because I think that most people interested on them already are onboard.
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Interesting, you are probably right. Would the overall market match xbox? SW is down 10% overall, correct?
Low increase to flat is kind of what I'm expecting.
yeah, US down 9-10%, UK units down 9% and EU units down 21% (EU doesn't matter as much). The previous quarter was roughly in-line with the market, Xbox was slightly better than the overall market but only 1/2% points if i remember correctly.
I have added another minor issue for xbox which is FX impacts (particular bad for UK was 1.38:1 now 1.13, EU was 1.16 now 1) Don't think EU matters as much.
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thicc_girls_are_teh_best
Member
Well they already said they expect console sales to remain flat quarter-over-quarter, we'll just have to see if they beat those expectations or underperformed. Could go either way honestly, there have been a lot of Series S deals the past month or so even in NA. Those could either be reflective of more demand, or trying to stir up sales due to lack of demand.