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MS Earnings Call - FY23Q3 | 4% decline for MS Gaming, Xbox HW down 30%
GHG
Member
It’s the cross-over game you’ve all been waiting for. NeoGAF’s GOTY 2031 - Elden Ring 2: Nuts & Bolts.
You've given me an idea for an elden ring mod.
Thomas the tank engine step aside, banjo is coming.
StealthGoblin
Banned
Dreadful but I imagine that’ll be the worst it gets for them.
feynoob
Banned
Because there are no games at this moment.
They had 16 months of no AAA 1st party games. deathloop and ghostwire where timed exclusive to PS.
Thirty7ven
Banned
And what are they going to put on those ads? An Xbox console? Cmon now
Poltz
Member
Welfare was predicting 1m Xbox Series X/S vs 6m Ps5.
Mr.Phoenix
Member
You can say total console sales were anything from 1M to 2M.
1M if assuming a $500M in sales was the XSX, 2M if assuming all sales were the XSS at $250/console.
More realistically, that should put console hardware sales at around 1.3M combining both XSX and XSS because stuff like controllers and other accessories also go into that hardware revenue.
jm89
Member
SportsFan581
Member
The revenue for the entirety of "content and services" went up 3%. That's quite different from saying GP had 3% growth. Given the % of revenue GP typically occupies here combine with the fact that hardware units were down (and most people are going to buy some software when they get a new system), GP growth could be quite strong here.
I agree, and would add that MS needs to sign more marketing deals with large 3rd party IPs and generally increase spending on XSeries marketing.
It may be a coincidence or not (I guess we'll see soon), but since the ABZ Acquisition process went awry, MS has practically abandoned marketing and advertising of XSeries. It was very different in 2020 and 2021.
feynoob
Banned
I have it now at 1m xss and 400k for XSX. or 600k xsx, 666k for xss.
Since XSX is in shortage, it will mean more xss sales, which means more hardware sold.
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
I'm starting to seriously get worried for the Xbox brand now.
Would you like to explain why this has PS5 at 30 million when we know for a fact they hit 32 million over the holidays?OOOOOOOF! That 30% hardware decline is not good, those big AAA exclusives are needed ASAP. Microsoft need Call of Duty to go "Xbox only" just to have chance at this rate, this is like Xbox One all over again and it seems like only a matter of time until the ratio reaches 2 to 1 in favor of PS5. Also Vgchartz estimates were pretty close, they estimated a 25% decline in units from their numbers. For comparison they estimated 1.52 million for Xbox Series and 5.28 million for PS5 for the 1st Jan to 31st March quarter, we will find out how close the PS5 estimate is on Friday. Here is their data, tabulated by calendar year:
https://www.gameinformer.com/2023/0...lion-units-shipped-after-its-best-quarter-yet
feynoob
Banned
TrebleShot
Member
So Activision is sort of their Hail Mary, I’m sure it will work.
MatrixReloaded101
Member
Getting Call of Duty in game pass will definitely change things for them.
My only guess is they are still taking a hit on Xbox Series X that they don't want to take right now & they are waiting for a die shrink before pushing the hardware.
feynoob
Banned
They have a triple AAA coming out in a few weeks.
Some openai stuff
- Azure OpenAI being using adept and inflection (???)
- 2000 openai service costumers, up 10x
- Unilever went all in on Azure
- OpenAI using CosmoDB for Chatgpt.
- 76% of the fortune500 using github
- bunch of people using Github CoPilot
- Powerplatform usage up 50%
- Cloud for sustainability used by BBC.
- Teams up to 300m MAU, 60% of customers buy Teams room or one of the other additional software like premium or hardware.
- Record monthly windows devices
- 930m LinkedIn users, 100m in India
- Bing up to 100m monthly usage (??)
- Bing grew share in the US and Edge grew for the 8th in
- Q3 record in terms of gaming MAU
- Revenue from subs grew to 1bn
- 500m players across first party titles
Just waiting for the 1/2 gaming comments
- Azure OpenAI being using adept and inflection (???)
- 2000 openai service costumers, up 10x
- Unilever went all in on Azure
- OpenAI using CosmoDB for Chatgpt.
- 76% of the fortune500 using github
- bunch of people using Github CoPilot
- Powerplatform usage up 50%
- Cloud for sustainability used by BBC.
- Teams up to 300m MAU, 60% of customers buy Teams room or one of the other additional software like premium or hardware.
- Record monthly windows devices
- 930m LinkedIn users, 100m in India
- Bing up to 100m monthly usage (??)
- Bing grew share in the US and Edge grew for the 8th in
- Q3 record in terms of gaming MAU
- Revenue from subs grew to 1bn
- 500m players across first party titles
Just waiting for the 1/2 gaming comments
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Thirty7ven
Banned
We will see a year from now. If hardware stays flat then it’s a big problem for the console division.
reinking
Gold Member
The question is by how much? Many COD players are invested in PlayStation at this point. We know COD will probably remain on PS5 (and possibly PS6). It is going to be interesting to see how much COD will be able to pull from PlayStation. I have been interested in that since this whole acquisition was announced.
Don't forget that Series X is mostly being sold in a $559 bundle
Mr Moose
Member
Sold-in v sold-through.
FrankWza
Gold Member
How are you playing the game before you have the console unless you have a PC with gamepass? Why would that customer want an xbox? Just because a game is available on a sub doesn't mean you shouldn't buy it or support it. That thinking is big reason why tgey came out and said their sales are being hurt by gamepass.
I don't think 2 million was left in the channels after the holidays or they would have been selling them with a $150 discount on Verizon
XBOX brand is more than assured its existence. If the acquisition of ABK closes even more. I understand that you mean Xbox Console. My thought is that XSeries would have to sell at original XBOX levels (25 million) for MS to think stop manufacturing consoles.
The XBOX console continues to be a reference product for MS, with a large following and coincides in being the largest channel of revenue in gaming, GPass subscriptions and other content.
I don't think MS is thinking of resigning from console manufacturing (in fact they have already stated that they are developing a new console), at least not until cloud gaming is a reality and competition for physical hardware gaming (and for That's a couple of generations left)
Baki
Member
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
I'd say by this holiday season.
GHG
Member
Yeh well the problem is they can't say anything about it other than "revenue" and MAU because that would expose some truths that I don't think they particularly want out there.
I might need to listen back to it again but I don't recall him mentioning the word "xbox" once.
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Unknown Soldier
Member
LMAO imagine being so deep in your GAF bubble that you don't realize where all the gamers are going.
Hint: It's not the cloud. It's mobile.
If anyone on GAF was under the age of 65 and had a phone they would realize that mobile is the largest and fastest growing and most profitable gaming market and has been for over a decade.
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Baki
Member
Series S & Series X means ASP is well below $500. Closer to 1.3M this quarter based on $380 ASP.
ChorizoPicozo
Member
a trap
ChorizoPicozo
Member
what?They have a triple AAA coming out in a few weeks.
Thirty7ven
Banned
jm89
Member
I should have said next week. Hint: 30fps
bluecowboys
Banned
Cloud can be played anywhere with a screen. That includes mobile you silly goose.
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Astray
Member
Either that or it's their big crowbar that will unlock Sony and Nintendo consoles for Gamepass business.
I genuinely think that MS is already slowly pivoting into a 3P company, but time will tell..
bender
What time is it?
Arkane Studio's Left 4 Vampires