Microsoft's Q1 2025 (fiscal) earnings:

[Cool hand luke]

Xbox FY25 Q1 Total Gaming Revenue (+43%), Content and Services Revenue (+61%) Hardware Revenue (-29%) Sales - Microsoft

If I could ask a question on the call I would ask if that's your take away why are you still making Xbox console exclusives.

www.resetera.com

Xbox needs a price cut, actual promotion in every territory they currently sell in, expand the number of countries they sell in, having high quality exclusive games release not on other consoles, and have marketing deals for the biggest games of the year for multiple years straight.

Besides the first one, PlayStation did that since the PS4 and have seen massive success. Xbox needs to be ran like PlayStation.

@Welfare bro just buy a PlayStation

Also, your estimate of 33 million consoles sold already is sheer lunacy. It's 28m as per the Wall Street Journal. It's NEVER reaching 50m. Wtf.

 

[Cool hand luke]

Wow. Microsoft lost so much money on ABK they would've been better off abandoning the deal, paying the 2b penalty to ABK, and keeping the 69b in the bank and earning interest.

 

[Welfare]

Thanks.

It is not official... he do the revenue using his guesses on how is split things.
Microsoft doesn't give data.

The revenue splits are not guesses. Microsoft gave out by how much Content & Services changed by $ amount for FY19 and FY20. That combined with the percentage changes gives us the C&S and hardware revenue going all the way back to 2014 and up to today. I'm not the only one who's done this and keeps track of it.

The only time they shared data (FTC documents) he was very wrong.
He usually inflate Xbox numbers.

Stop posting fiction.

@Welfare bro just buy a PlayStation

Also, your estimate of 33 million consoles sold already is sheer lunacy. It's 28m as per the Wall Street Journal. It's NEVER reaching 50m. Wtf.

I was asked what Xbox would need to do to boost hardware sales, I answered it. I already have a PS5 btw.

Wall Street Journal sourced a firm that has objectively wrong Xbox and Xbox 360 shipments. That was not a valid source for any Xbox number.

 

[Cool hand luke]

Wall Street Journal sourced a firm that has objectively wrong Xbox and Xbox 360 shipments. That was not a valid source for any Xbox number.

YOU are the only one who is objectively wrong. The WSJ numbers are accurate.

 

[Welfare]

YOU are the only one who is objectively wrong. The WSJ numbers are accurate.

No, they aren't.

The final Xbox shipment number was 24.0M end of 2005. Nvidia sent their final GPUs to Xbox in August 2005 and it wouldn't take Xbox more than a few months to produce those into consoles. Microsoft produced and shipped 1.5M Xbox 360's from September 2005 to December 2005 for instance. Xbox shipped 2.1M from July 2005 to December 2005. We also have NPD data for all of 2006 showing Xbox sales nosedived immediately after the 2005 holiday, and that was when the US alone made up 61% of all worldwide sales. Shipments ceased end of 2005 at 24.0M, yet Aldora Intelligence has it 24.7M?

Xbox 360 is hilariously wrong to the point of being amateurish. They think Xbox 360 only shipped 900K more from June 2014 to end of life. 2 and a half years for it to only ship 900K? I'm going to let you think on that for a bit and you tell me if that is accurate.

What's even better about that 360 number is that if it only shipped 900K after June 2014, that inflates Xbox One and Xbox Series sales early on beyond the point of being possible.

Just facts here, we know Xbox 360 + Xbox One shipped 13.2M units from April 2014 to June 2015. Xbox 360 was at a LTD of 83.7M as of March 2014. IF Aldora Intelligence is correct according to you, Xbox 360 only ships another 1.2M after March 2014. That would mean, at bare minimum, Xbox One would have a LTD of 17.1M as of June 2015 (because it was at 5.1M March 2014, and 13.2M - 1.2M = 12.0M. 5.1M + 12.0M = 17.1M). Bare minimum because Xbox 360 was still shipping units after June 2015, which would mean it shipped less than 1.2M from April 2014 to June 2015, meaning Xbox One is actually higher than 17.1M. We also know from Microsoft that Xbox Series was selling faster than the Xbox One at this point in time. Xbox Series June 2022 LTD > Xbox One June 2015 LTD. That would then mean Xbox Series was >17.1M at that point in time.

Why THAT's important is going to maybe shock you here coming from me, but Xbox Series quite literally cannot be that high as of June 2022. The most it can cap at is slightly over 16M. Why? We know it shipped 4.6M from November 2020 to March 2021. We also know it shipped 7.8M from July 2021 to March 2022. That's only 12.4M with two missing quarters, April to June 2021 and April to June 2022. Thanks to the FTC leaks we actually know that the plan was for Xbox Series to ship 9.6M from July 2021 to June 2022. Seeing as they already shipped 7.8M of that before the final quarter, and the average shipments per quarter there is 2.6M, there's nothing to suggest Xbox Series didn't do 9.6M for that time frame (it only needs to ship 1.8M in the final quarter).

4.6M + 9.6M = 14.2M with only one missing quarter, April to June 2021. Are you going to tell me Xbox Series shipped 3M for that quarter? I can tell you right now Xbox Series did not even do 2M that quarter. At best it was 1.9M. You'd only get a LTD of 16.1M for Xbox Series as of June 2022, much less than the 17.1M Xbox One LTD Aldora Intelligence is saying has to have happened.

Aldora Intelligence's number are not accurate. They don't line up with anything we know about Xbox hardware sales. Original Xbox is too high and Xbox 360 is comically low to the point where it breaks official statements and data we have on Xbox One and Xbox Series. Their Xbox One number and Xbox Series number are also based on the assumption that the 79M total which had Xbox Series at +21M was a shipment figure when it was actually sell through. Even my own estimates, assuming the exact same thing that Xbox Series was only at 21M shipments at June 2023, would put Xbox Series at a LTD of 28.5M when Aldora Intelligence says it hit 28.3M.

 

[ethomaz]

The revenue splits are not guesses. Microsoft gave out by how much Content & Services changed by $ amount for FY19 and FY20. That combined with the percentage changes gives us the C&S and hardware revenue going all the way back to 2014 and up to today. I'm not the only one who's done this and keeps track of it.


Stop posting fiction.


I was asked what Xbox would need to do to boost hardware sales, I answered it. I already have a PS5 btw.

Wall Street Journal sourced a firm that has objectively wrong Xbox and Xbox 360 shipments. That was not a valid source for any Xbox number.

We see how is posting fan fiction lol
MS does t have any split from revenue.
Your numbers were crazy high for Xbox that you keep decreasing them more and more.

You still expect 40m Series next year that is either crazy and ridiculous… jump from 28m to 40m in a year is just lol

In 4 years it could not sell 30m but in a single year it will sell over 10m lol

 

[Concurseiro do Futuro]

@Welfare congratulations for the work, friend. There is also other who do this work and has very close numbers to yours.

 

[Cool hand luke]

No, they aren't.

The final Xbox shipment number was 24.0M end of 2005. Nvidia sent their final GPUs to Xbox in August 2005 and it wouldn't take Xbox more than a few months to produce those into consoles. Microsoft produced and shipped 1.5M Xbox 360's from September 2005 to December 2005 for instance. Xbox shipped 2.1M from July 2005 to December 2005. We also have NPD data for all of 2006 showing Xbox sales nosedived immediately after the 2005 holiday, and that was when the US alone made up 61% of all worldwide sales. Shipments ceased end of 2005 at 24.0M, yet Aldora Intelligence has it 24.7M?

Xbox 360 is hilariously wrong to the point of being amateurish. They think Xbox 360 only shipped 900K more from June 2014 to end of life. 2 and a half years for it to only ship 900K? I'm going to let you think on that for a bit and you tell me if that is accurate.

What's even better about that 360 number is that if it only shipped 900K after June 2014, that inflates Xbox One and Xbox Series sales early on beyond the point of being possible.

Just facts here, we know Xbox 360 + Xbox One shipped 13.2M units from April 2014 to June 2015. Xbox 360 was at a LTD of 83.7M as of March 2014. IF Aldora Intelligence is correct according to you, Xbox 360 only ships another 1.2M after March 2014. That would mean, at bare minimum, Xbox One would have a LTD of 17.1M as of June 2015 (because it was at 5.1M March 2014, and 13.2M - 1.2M = 12.0M. 5.1M + 12.0M = 17.1M). Bare minimum because Xbox 360 was still shipping units after June 2015, which would mean it shipped less than 1.2M from April 2014 to June 2015, meaning Xbox One is actually higher than 17.1M. We also know from Microsoft that Xbox Series was selling faster than the Xbox One at this point in time. Xbox Series June 2022 LTD > Xbox One June 2015 LTD. That would then mean Xbox Series was >17.1M at that point in time.

Why THAT's important is going to maybe shock you here coming from me, but Xbox Series quite literally cannot be that high as of June 2022. The most it can cap at is slightly over 16M. Why? We know it shipped 4.6M from November 2020 to March 2021. We also know it shipped 7.8M from July 2021 to March 2022. That's only 12.4M with two missing quarters, April to June 2021 and April to June 2022. Thanks to the FTC leaks we actually know that the plan was for Xbox Series to ship 9.6M from July 2021 to June 2022. Seeing as they already shipped 7.8M of that before the final quarter, and the average shipments per quarter there is 2.6M, there's nothing to suggest Xbox Series didn't do 9.6M for that time frame (it only needs to ship 1.8M in the final quarter).

4.6M + 9.6M = 14.2M with only one missing quarter, April to June 2021. Are you going to tell me Xbox Series shipped 3M for that quarter? I can tell you right now Xbox Series did not even do 2M that quarter. At best it was 1.9M. You'd only get a LTD of 16.1M for Xbox Series as of June 2022, much less than the 17.1M Xbox One LTD Aldora Intelligence is saying has to have happened.

Aldora Intelligence's number are not accurate. They don't line up with anything we know about Xbox hardware sales. Original Xbox is too high and Xbox 360 is comically low to the point where it breaks official statements and data we have on Xbox One and Xbox Series. Their Xbox One number and Xbox Series number are also based on the assumption that the 79M total which had Xbox Series at +21M was a shipment figure when it was actually sell through. Even my own estimates, assuming the exact same thing that Xbox Series was only at 21M shipments at June 2023, would put Xbox Series at a LTD of 28.5M when Aldora Intelligence says it hit 28.3M.

 

[akira__]

@Welfare 2 weeks ago someone from MS revealed to Jezz Cordon that xbox reached everyone in certain countries. And that is why they are pulling back to focus on America since production is slowed.

It has been implied to me that Microsoft prioritizes stock in the United States and other western markets during the holiday season, and towards the end of the generation, fewer consoles are being manufactured globally in general.

What is your take on that situation?

 

[ethomaz]

@Welfare congratulations for the work, friend. There is also other who do this work and has very close numbers to yours.

Actually MS did posted Activision Blizzard revenue… $1.69b.

So I’m not sure that “All from Activision Blizzard”.

BTW at least he says the $5.6b is an estimate instead to pretend it is actual accurate numbers like some others lol

 

[Welfare]

We see how is posting fan fiction lol
MS does t have any split from revenue.

I can only post a fact once since it'll mean the same thing every time I post it later but let me do it again because maybe you'll read it right this time.

Microsoft gave out by how much Content & Services changed by $ amount for FY19 and FY20. That combined with the percentage changes gives us the C&S and hardware revenue going all the way back to 2014 and up to today. I'm not the only one who's done this and keeps track of it.

It's math anyone can do. Multiple have, in fact.

You would react this way since actually reading what I posted would lead you to realizing I'm right.

Again, can only post a fact once. Nothing about what I said was opinion. Anything regarding what Microsoft reported and had leaked out will never change. You're either smart enough to read the numbers and know why it's braindead for a firm to ever claim Xbox 360 ended at 84.9M, or you post a gif acting like I'm crazy.

 

[arvfab]

Hardware being down is no surprise but that's why Microsoft is porting their games everywhere.

That, and the fact that Xbox gamers have been trained to not buy any games.

 

[peter42O]

That, and the fact that Xbox gamers have been trained to not buy any games.

Perhaps but then again, im a subscription guy who has Game Pass Ultimate through July 2027 and I still buy games. Just bought Dragon Age and Space Marine 2 before that and Visions of Mana before that. Game Pass may influence some to not buy games but those who want to buy games are going to do so regardless. Also, Xbox software sales have never been at the level of PlayStation and this includes Xbox 360 and the first half of the Xbox One generation before Game Pass existed. People like to claim that due to Game Pass, people don't buy games on Xbox but the reality is that they didn't buy them on Xbox even before Game Pass existed. For Xbox 360, once you get past the top 13 best selling games, it's all 5m or less. And the top 13 consists of 3 Halo games, 5 COD games, 2 GTA games, Skyrim, Minecraft and Kinect Adventures. Granted, im sure the list isn't 100% accurate but since the last two years of Xbox 360 was dead first party wise, im certain that's the numbers are pretty damn close.

List of best-selling Xbox 360 video games - Wikipedia

en.wikipedia.org

 

[arvfab]

Perhaps but then again, im a subscription guy who has Game Pass Ultimate through July 2027 and I still buy games. Just bought Dragon Age and Space Marine 2 before that and Visions of Mana before that. Game Pass may influence some to not buy games but those who want to buy games are going to do so regardless. Also, Xbox software sales have never been at the level of PlayStation and this includes Xbox 360 and the first half of the Xbox One generation before Game Pass existed. People like to claim that due to Game Pass, people don't buy games on Xbox but the reality is that they didn't buy them on Xbox even before Game Pass existed. For Xbox 360, once you get past the top 13 best selling games, it's all 5m or less. And the top 13 consists of 3 Halo games, 5 COD games, 2 GTA games, Skyrim, Minecraft and Kinect Adventures.

Yeah but X360 had a lot of casuals. Now almost only hardcore fans are still on Xbox, and even they don't buy much, if at all.

 

[peter42O]

Yeah but X360 had a lot of casuals. Now almost only hardcore fans are still on Xbox, and even they don't buy much, if at all.

I agree but if anything, I don't believe that hardcore fans buy as much as they claim to or that people believe that they do. Especially when everything is a lot more expensive and if you're someone now that's into live service games and already has one or two that is played daily/weekly, there's no reason for them to buy any new games at all. I'm what you could consider a hardcore Ubisoft fan but stopped buying their games once Ubisoft+ went on Xbox because they're not as good as they once were and if I can still play the best edition of their games for 20% of the cost, why wouldn't I do that?

Third party publishers release their games everywhere nowadays because porting isn't going to cost them that much when all the versions are made at the same time and in this regard, even the biggest "holdout" in Square Enix has basically ended exclusivity and will release their games on Xbox day one. Once major publishers/games like a Capcom/RE or Take Two/GTA completely skip Xbox, their platform is strong and healthy enough to where third party publishers aren't going to sacrifice the sales that they do get on Xbox because while the percentage is small, if a game sells 10m copies and 20% was on Xbox, no publisher is going to cry about getting 2m more sales of that game when if they weren't available there, they wouldn't get that extra 2m.

The biggest factor is that PlayStation is simply bigger and worldwide. Has been since day one in 1995. It was never going to change regardless of what Microsoft did or didn't do. If anything, Game Pass is what's keeping the platform and console alive more than anything because if they eliminate it, then you'll see a far bigger backlash than that of exclusivity.

 

[akira__]

Perhaps but then again, im a subscription guy who has Game Pass Ultimate through July 2027 and I still buy games. Just bought Dragon Age and Space Marine 2 before that and Visions of Mana before that. Game Pass may influence some to not buy games but those who want to buy games are going to do so regardless. Also, Xbox software sales have never been at the level of PlayStation and this includes Xbox 360 and the first half of the Xbox One generation before Game Pass existed. People like to claim that due to Game Pass, people don't buy games on Xbox but the reality is that they didn't buy them on Xbox even before Game Pass existed. For Xbox 360, once you get past the top 13 best selling games, it's all 5m or less. And the top 13 consists of 3 Halo games, 5 COD games, 2 GTA games, Skyrim, Minecraft and Kinect Adventures. Granted, im sure the list isn't 100% accurate but since the last two years of Xbox 360 was dead first party wise, im certain that's the numbers are pretty damn close.

List of best-selling Xbox 360 video games - Wikipedia

en.wikipedia.org

You just bought a loads of games, all those COD games. Those games which were rumored to come after the abk deal closed.

 

[peter42O]

You just bought a loads of games, all those COD games.

If I want to play a game day one that isn't on Game Pass, Ubisoft+ or PlayStation Plus day one, yeah, I buy them. Sad part is that I don't even play them right away. Bought Visions of Mana day one and outside of just letting the intro play, I haven't even played the game yet. I did buy BOCW, Vanguard and MW 2 a month ago but they were all half price. I wasn't going to spend $70 on years old games.

 

[arvfab]

I'm what you could consider a hardcore Ubisoft fan but stopped buying their games once Ubisoft+ went on Xbox because they're not as good as they once were and if I can still play the best edition of their games for 20% of the cost, why wouldn't I do that?

Thank you for proving my initial comment.

 

[ethomaz]

I can only post a fact once since it'll mean the same thing every time I post it later but let me do it again because maybe you'll read it right this time.

Microsoft gave out by how much Content & Services changed by $ amount for FY19 and FY20. That combined with the percentage changes gives us the C&S and hardware revenue going all the way back to 2014 and up to today. I'm not the only one who's done this and keeps track of it.

It's math anyone can do. Multiple have, in fact.

Q1 2024 MPC official: $13.67b

Q1 2025 MPC using your math (+17%): $15.99b

Q1 2025 MPC reality: $13.18b

Did you get now how your math is fucked?
Because MS revise the numbers so the % becomes way off… explaining better, you are using the revised % of next year with the base number you got from the non-revised numbers from previous years.

There is no fucking way to know the actual split with these % no matter how you believe they are right. I have no ideia how you look and do these “maths” and didn’t realize they are off.

I mean MS revised the Q1 2024 MPC to $11.28b… over $2b difference and you believe nothing in the split in C&S and hardware changed?

 

[peter42O]

Thank you for proving my initial comment.

Haha. True. But one or two games a year isn't the same thing as not buying games at all.