To end the "22M" crap once and for all. Anyone trying to claim it otherwise is a certified clown.
XBS has been doing well outside the US, or rather the US is underperforming to the point where Xbox share in ROTW is "improving".
Confirmed XBS shipments:
https://www.installbaseforum.com/fo...-46-market-share-from-fy-2022-q1-3-7-8m.1963/
FY | WW Shipments | US Sell Through | Estimated US Shipments^ | US Sell Through % to WW Shipments | US Shipments % to WW Shipments |
---|
FY21 Q1 to Q3 (July 20 - March 21) | 4.6M | ~2.0M | ~2.2M | 43.5% | 47.8% |
FY22 Q1 to Q3 (July 21 - March 22) | 7.8M | ~3.65M | ~3.9M | 46.8% | 50.0% |
Total | 12.4M | ~5.65M | ~6.1M | 45.6% | 49.2% |
^Since the pandemic heavily impacted sales to the point where it sold out in minutes before June 2021, assuming we add the following month's sales (April 2021) for a maximum "shipped" figure.
^ Series S was in stock by March 2022, but Series X was still selling out quickly, so again, adding April 2022 assuming a maximum shipment figure:
XBS third quarter is unfortunately missing but won't be too far off the above data.
That first year and some months, all those quarters together show a ~46% US sell through ratio to WW shipments. We can safely conclude that from November 2020 to March 2022, US shipments were <50% of total worldwide shipments.
Math wise, XBS literally can't have close to 60% of its LTD come from the US. We also have the numbers from CESA for US and Europe that doesn't show a significant increase in US share since 2020.
Year | US | CESA Tracked Europe | Total | US % of Total |
---|
2020 | 1.49M | 0.66M | 2.15M | 69.3% |
2021 | 3.70M | 1.58M | 5.28M | 70.1% |
2022 | 4.48M | 1.83M | 6.31M | 71.0% |
Total | 9.68M | 4.07M | 13.75M | 70.4% |
Again, nothing pointing to a significant shift towards the US since 2020, 2021, and 2022.
Everything above is official, hard numbers.
Considering there was no significant shift towards US in worldwide shipments from 2020 to March 2022 (only a 1.4-point shift) and no shift in the comparison to Europe from 2020 to 2022 (only a 1.1-point shift), there is literally no evidence to suggest that the
sell through LTD US ratio by the end of 2022 is even at 50.0%.
This hard places WW XBS 2022 sell through at ~19M, 99.9% confidence it's above 19M (9.68M US sell through / 0.5 = 19.36M). The ~19M is inarguable, therefore, any claim that XBS shipments are at 22M at the end of 2023 is not even considerable for logical discussion.
Recap
- XBS first 6 quarters (minus Quarter 3) shipped 12.4M
- XBS from November 2020 to March 2022 had a US sell through to worldwide shipment ratio of ~46:54.
- XBS US vs Europe up to 2022 remained at a consistent ~70:30 ratio
- XBS end of 2022 sales would be ~19M, inarguable
2023 US sales I would estimate between 3.75M-3.8M. That + the near guaranteed 19M 2022 LTD = 22.7M. Even if I gave you that the US ratio would be ~60% in 2023 alone, that's still ~6.2M sales, + 19M = ~25M sold through.
We have the numbers for XBS, it's not as low as anyone here is trying to make it out to be.