Microsoft Q4 2023 Earnings; Xbox Content + Services revenue up 5%; Xbox Hardware revenue down 13%; Gaming revenue up 1%

https://twitter.com/domsplaying/status/1683958374273089536?s=46&t=jjXxOoE4yWMd4fG6_-MQMQ

https://twitter.com/tomwarren/status/1683959961208885261?s=46&t=jjXxOoE4yWMd4fG6_-MQMQ

This is specifically saying 360 though.

I suppose the only thing we can do is find out if the Xbox 1 around the 3 1/2 year time had sold more or faster than the 360?

I’m pretty sure all console sales will come with Starfield.

XS haven’t reached 25M sales yet. Pretty sure X1 reached 25M within 3 years.

And isn’t the 360 the fastest selling Xbox? By end of of 2008 the 360 had 28m units, X/S reported 21+m by end of 2022. The XB1 doesn’t have data at around this point in time, but would it really have been doing better than the 360 when they were dominating at that time?

Going to be close race between Xb1 and Series consoles this gen. I can’t see Series console selling more then 60 million.

Fasting selling is all relative.

Consoles didn’t sell like gang busters like that back in the 7th gen. Not out the gate that is.

It’s why PS5 is the fastest selling PlayStation console of all time but it won’t get near PS2’s total life time sales.

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Yeah I understand, it’s relative to the point in time. So the 360 data says it was at 18m begining 2008, that’s relative to begining of 2023 for X/S but we don’t have that data, we have the closeste data that says it’s at 21+m by end of 2022, so that’s clearly faster selling at the same point in time than the 360. The thing is XB1 doesn’t have data relative enough or close to it, but the I always assumed that the 360 sold faster than XB1, XB1 only sold faster in the first year. But who knows without data lol

Xbox One was still ahead of the 360 in its first 2 years. Third one is where the data is iffy but judging by the news that MS was releasing, X1 was still comfortably beating PS4 in the US during that third year. It was also the only 7th gen console by Microsoft words to see year over year growth in 2016.

4th year is where X1 just lost all legs and 360 kept going strong.

For me it is hard not to worry about the future of Xbox consoles with this data. Anyway, I will buy them as long as Microsoft manufactures them…

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https://twitter.com/jonerlichman/status/1683981176019591168?s=46&t=O_AGT9SEnlptKOF_2SxtqQ

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I don’t think anyone thought the hardware stuff would be this lukewarm when the gen started but they’ll be completely fine in the long run. Content is king and they have a ton of it in the pipeline.

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You need the 1st party games to sell console. So Far the games have been meh. Highly rated games like Hi-Fi Rush, but that not a system seller. Its a niche game. Xbox need the games that are big AAA to win back mindshare. Starfield is that game, but they need more. Fallout 5 and Elder Scrolls 6 need to come faster. ABK games also need to come faster. Make a World of Warcraft console port a Xbox console exclusive will help.

Looking at the Series consoles games upcoming catalog vs Xbox One catalog of 1st party games. I have a hard time seeing Series selling less than Xbox One.

Series Catalog of games is miles better. Something seriously wrong if Series cannot sell more than Xbox One.

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FH5 is enormous, they have a ton of huge GaaS titles, and they’ve recently spent $75+ billion on adding more 1st party. They’re fine. They’ve been doing fine, and they’ll continue to do fine. All three platform holders, along with Valve on PC are doing insane numbers. Gaming has never been bigger.

If you want to have an actual nuanced discussion in here that’s fine, if it stays at this level don’t expect the thread to last much longer.

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If they close the ABK acquisition no one should worry about xbox future, like, never again. Revenue in par or sometimes higher than PS and also more profit than them. Though I’m in the opinion that, while Xbox consoles are not going anywhere (at least not any time soon) I fully believe MS will start decentralized the box and focusing more converting Xbox into an app that will be everywhere.

I’ve seen opinions of a lot of annalists an experts that explain the huge boom this acquisition will bring to MS gaming and the amount of leverage, options, doors and paths it opens for them in the space but for today I’m just going to sharer with you one of the recent ones:

Analyst Kirk Materne from Evercore ISI remains optimistic about the acquisition, stating that it will improve Microsoft’s first-party content catalog, leading to accelerated growth in Game Pass, cloud gaming, and the gaming marketplace. Materne also believes that gaming is an underappreciated opportunity for Microsoft and that Activision could contribute between 1% and 2% to Microsoft’s earnings per share by 2024.

Looking further ahead, Materne predicts that gaming could become a $20 billion business for Microsoft by 2025. However, with the inclusion of Activision, this figure could potentially increase to $30 billion or even higher.

If the acquisition fails then yeah, you can start the doom :V

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So we can’t even discuss? You make it sound like i hate Xbox or something lol. I’m one of their biggest supporter. Just let people discuss topics. There’s no harm in any of this. MS is what, a 2.5 trillion dollar company. There feelings won’t get hurt by people having a discussion about them.

I literally said you can discuss, but it needs to be an actual discussion worth having. Read what I say next time. “just let people discuss topics”, so never moderate? Trust me I let a lot go that I have little interest in seeing on here already.

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So talking about Xbox console sales is not worth discussion? That literally what i did. I even point out why Series consoles will sell more than Xbox One even with all their games going on PC day and date.

If i was shitting on Xbox and making dumb post with no logic to back it up, yeah you would have a point. I don’t make stupid dumb post with no logic behind it though. I’m not one of them poster.

You are a mod it’s your site do whatever you want.

I’m not worried, they are setting up a strong foundation that doesn’t rely on just console or game pass. We won’t be able to feel the shift really till next generation. Microsoft is a trillion dollar company who is playing the long game, so even if cloud gaming doesn’t take off, they will still have mobile(which is very big) and big IP’s like Call of Duty, Warcraft, Elder Scrolls etc(assuming deal goes through) that can make money for them. Plus, ABK will help them fund more game pass deals, more studios to build a bigger library of first party games. The only criticism I have with them is localization and marketing, which for a trillion dollar company to be cheap about it is strange, but I think that will improve. Consoles will stay because they make 30% off of 3rd party publishers and that makes up a big chunk of revenue for them.