Microsoft Investor Report

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Xabiss

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#1 Xabiss
Member since 2012 • 2921 Posts

This should be fun. Have a good time everyone. ;)

Microsoft: Gaming sales declined 10% in Q4 to $2.053 billion.

Xbox Hardware down 48% on lower volume.

Xbox Software & Services off 3% primarily from a "3rd party title" (named Fortnite).

XBL Monthly Active Users grew 14% to 65 million in the quarter.

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Pedro

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#2 Pedro
Member since 2002 • 35692 Posts

LMAO. MS Doomed.

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mowgly1

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#3 mowgly1
Member since 2017 • 1232 Posts

Gamepass will help, Phil Spencer is a saviour....48% decline in hardware, gaming revenue down...

We believe in Phil Spencer.

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Subspecies

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#4 Subspecies
Member since 2018 • 767 Posts

No wonder lems have collectively lost their minds.

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Daredevils2k

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#5 Daredevils2k
Member since 2015 • 2130 Posts

Well thank gawd for Phil Spencer and the almighty XB1X.

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Archangel3371

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#6 Archangel3371
Member since 2004 • 28693 Posts

Well we are winding down on this gen so I guess it is only natural for hardware sales to decline. $2 billion in Q4 seems not too shabby to me. Anyway as long as they stay in the game so to speak, provide with a console to purchase that I can play physical games on, and provide games and services that I enjoy then I’ll continue to support them. They certainly look to be doing just that for now and into next gen so I’m good to go. ?

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BoxRekt

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#7  Edited By BoxRekt
Member since 2019 • 2071 Posts
@mowgly1 said:

Gamepass will help, Phil Spencer is a saviour....48% decline in hardware, gaming revenue down...

We believe in Phil Spencer.

Ironically, that's exactly what hurt them.

"Whoring out your multi-million dollar AAA games for $1 is a brilliant idea"...said the fool.

That's why Sony won't do what MS is doing because it'a a failing formula.

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mave198

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#8 mave198
Member since 2004 • 7270 Posts

Hardware down on lower volume = no one buying that trash console.

MS?

TLHBO

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BoxRekt

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#9  Edited By BoxRekt
Member since 2019 • 2071 Posts
@mave198 said:

Hardware down on lower volume = no one buying that trash console.

MS?

TLHBO

Honestly MS killed Xbox One in 2015 when then they announced play anywhere. That was IT!

MS was on cruse control ever since that point.

Somehow, Xbox fans just didn't figure it out yet.

You'd think with Phil Spencer calling PC fans first class citizens and telling them at E3, "Consoles is not where our business is at"they'd get a f****** clue.

Microsoft dumped console fans a long time ago, but Phil and MS won't turn away free donations of XBL money from mindle$$ $upporter$.

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DrLostRib

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#10 DrLostRib
Member since 2017 • 5102 Posts

well it seems their stock has climbed after hours, so I guess whatever it means is good news

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xhawk27

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#11  Edited By xhawk27
Member since 2010 • 11401 Posts

XBL grew 14% in the quarter to 65 million. That is the only good thing for MS this last quarter.

This is the last year for current consoles so sales should be lower. Even Sony sales are less than last year. All the people buying PS4s this year are going to buy a PS5 next year? I don't think so.

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Zero_epyon

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#12 Zero_epyon
Member since 2004 • 13424 Posts
@xhawk27 said:

XBL grew 14% in the quarter to 65 million. That is the only good thing for MS this last quarter.

This is the last year for current consoles so sales should be lower. Even Sony sales are less than last year. All the people buying PS4s this year are going to buy a PS5 next year? I don't think so.

yeah but Sony's momentum is much larger and a slow down from them wouldn't be as dramatic. Losing 48% of your volume is really bad. This while they introduced the X and SAD. And as for people buying PS5's next year after buying a PS4 now, that percentage of games is low compared to the install base of about 70-80 Million. I don't think it'll matter.

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deactivated-5d78760d7d740

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#13 deactivated-5d78760d7d740
Member since 2009 • 16386 Posts
@boxrekt said:
@mowgly1 said:

Gamepass will help, Phil Spencer is a saviour....48% decline in hardware, gaming revenue down...

We believe in Phil Spencer.

Ironically, that's exactly what hurt them.

"Whoring out your multi-million dollar AAA games for $1 is a brilliant idea"...said the fool.

That's why Sony won't do what MS is doing because it'a a failing formula.

:O don't use such vulgar language! Watch your mouth, Boxy!

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Pedro

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#14 Pedro
Member since 2002 • 35692 Posts

I guess some folks are oblivious to the number that matters the most for MS and that is the XBL userbase.

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Steppy_76

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#15 Steppy_76
Member since 2005 • 2730 Posts

@Pedro: Ms looks at these short term losses as long term investments.

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BenjaminBanklin

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#16 BenjaminBanklin  Online
Member since 2004 • 5100 Posts

Xbox continues to be a money pit for the company. Game Pass is not going to pay off, especially at the rate they're giving it away. The consoles have tanked which we already know as retailers keep marking them down as far as they can. Why would anyone want to invest in the next one? It's just going to be another box they'll have to aggressively mark down again.

The only thing that's saving Phil Spencer's ass is MS's overall envy of Sony's position in the gaming market, and that started with Bill Gates himself who wanted nothing more than MS to dominate whatever field they were in... that was worth dominating anyway. Xgoons keep shitting on Mattrick, but Phil's worse by a country mile.

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Gatygun

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#17  Edited By Gatygun
Member since 2010 • 1625 Posts

Pretty much the only way that they gave out 1 buck gamepasses is to get more people on there service to experience it and have there credit information in the hope that they stay subscribed.

It's smart.

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Pedro

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#18 Pedro
Member since 2002 • 35692 Posts

@Steppy_76 said:

@Pedro: Ms looks at these short term losses as long term investments.

Yep. Though some suffer from loyalism so such elements are lost or exaggerated.

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sakaiXx

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#19 sakaiXx
Member since 2013 • 6217 Posts

Am I the only one surprised xbox actually didnt boost the number with Azure business? I thought Azure is part of the gaming division or is it no longerthe case?

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Pedro

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#20  Edited By Pedro
Member since 2002 • 35692 Posts

@sakaixx said:

Am I the only one surprised xbox actually didnt boost the number with Azure business? I thought Azure is part of the gaming division or is it no longerthe case?

Why would it be part of the Xbox business? Its part of Microsoft cloud business.

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sakaiXx

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#21 sakaiXx
Member since 2013 • 6217 Posts

@Pedro: must be me wrong then thanks

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ronvalencia

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#22  Edited By ronvalencia
Member since 2008 • 28255 Posts

@Xabiss:

Project Scarlet for year 2020 would have caused "Osborne effect".

Surface revenue has increased.

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hrt_rulz01

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#23 hrt_rulz01
Member since 2006 • 19359 Posts

@Pedro said:

I guess some folks are oblivious to the number that matters the most for MS and that is the XBL userbase.

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ProtossRushX

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#24 ProtossRushX
Member since 2007 • 5707 Posts

@drlostrib: Microsoft sometimes buys their own shares back with extra income to inflate its stock price, probably do it after these bad announcements to keep investors happy I'd never invest in microsoft company is inflated and bloated. Apple is a way better company and so is nintendo and sony.

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cainetao11

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#26 cainetao11
Member since 2006 • 36889 Posts

@ProtossRushX said:

@drlostrib: Microsoft sometimes buys their own shares back with extra income to inflate its stock price, probably do it after these bad announcements to keep investors happy I'd never invest in microsoft company is inflated and bloated. Apple is a way better company and so is nintendo and sony.

I would believe Donald Trump before you on most anything.

You haven't the first clue what you're talking about when it comes to securities.

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ProtossRushX

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#27 ProtossRushX
Member since 2007 • 5707 Posts
@cainetao11 said:
@ProtossRushX said:

@drlostrib: Microsoft sometimes buys their own shares back with extra income to inflate its stock price, probably do it after these bad announcements to keep investors happy I'd never invest in microsoft company is inflated and bloated. Apple is a way better company and so is nintendo and sony.

I would believe Donald Trump before you on most anything.

You haven't the first clue what you're talking about when it comes to securities.

You should trust me tho i made my dad a boatload of cash getting him to invest in nvidia back in the day

i know my markets i know whats good and stuff i make ppl tons of cash

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SecretPolice

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#28 SecretPolice
Member since 2007 • 35357 Posts

Unholy cowzerz... XBL is killing it. Good stuff. :D

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pdogg93

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#29 pdogg93
Member since 2015 • 1678 Posts

In this thread, lemmings consoling themselves saying everything is going to be ok and pretending everything MS is doing is good corporate strategy.

TLHBO

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JoshRMeyer

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#30 JoshRMeyer
Member since 2015 • 10479 Posts

Looking forward to next gen when it's Sony vs Google and MS Xbox division is finally put to rest.

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Random_Matt

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#31 Random_Matt
Member since 2013 • 4363 Posts
@ProtossRushX said:

@drlostrib: Microsoft sometimes buys their own shares back with extra income to inflate its stock price, probably do it after these bad announcements to keep investors happy I'd never invest in microsoft company is inflated and bloated. Apple is a way better company and so is nintendo and sony.

You know Apple is dumping Intel right? Their walled garden will be become a fortress when they go all in on their own chips. We will see how that plays out.

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HEATHEN75

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#32 HEATHEN75
Member since 2018 • 847 Posts

@joshrmeyer said:

Looking forward to next gen when it's Sony vs Google and MS Xbox division is finally put to rest.

You look forward to companies going under and people losing jobs? That's a petty douche bag thing to say.

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Pedro

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#33 Pedro
Member since 2002 • 35692 Posts

@heathen75 said:
@joshrmeyer said:

Looking forward to next gen when it's Sony vs Google and MS Xbox division is finally put to rest.

You look forward to companies going under and people losing jobs? That's a petty douche bag thing to say.

Forgive him, tools don't know any better.

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Ant_17

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#34 Ant_17
Member since 2005 • 12935 Posts

@SecretPolice said:

Unholy cowzerz... XBL is killing it. Good stuff. :D

Sony won.

SP praising the live service is a sign of how low they have reached.

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Kadin_Kai

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#35 Kadin_Kai
Member since 2015 • 559 Posts

@Xabiss: What’s the source? The table shows data for Q4 2019?

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Steppy_76

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#36 Steppy_76
Member since 2005 • 2730 Posts

@Random_Matt: that didn't work out so great the last time. The price to performance ratio will be worse than when they were with ibm

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Xabiss

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#37 Xabiss
Member since 2012 • 2921 Posts

@kadin_kai said:

@Xabiss: What’s the source? The table shows data for Q4 2019?

This is Q4 for Microsoft. Welcome to business 101! :P

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MarkoftheSivak

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#38 MarkoftheSivak
Member since 2010 • 390 Posts

Gaming subscriptions are going to be the primary money-maker for console makers going forward.

Why was MS giving away GP for $1?

Part of these business plans for any company, not just gaming, is counting on people being too lazy to cancel services they no longer or rarely use, shady? yes. But profitable.

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cainetao11

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#39  Edited By cainetao11
Member since 2006 • 36889 Posts

@ProtossRushX said:
@cainetao11 said:
@ProtossRushX said:

@drlostrib: Microsoft sometimes buys their own shares back with extra income to inflate its stock price, probably do it after these bad announcements to keep investors happy I'd never invest in microsoft company is inflated and bloated. Apple is a way better company and so is nintendo and sony.

I would believe Donald Trump before you on most anything.

You haven't the first clue what you're talking about when it comes to securities.

You should trust me tho i made my dad a boatload of cash getting him to invest in nvidia back in the day

i know my markets i know whats good and stuff i make ppl tons of cash

If that had any truth to it you wouldn't be playing fanboy wars with stocks. MSFT has been one of the best stocks to own over the course of the last 10 years.

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BaelNergal

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#40 BaelNergal
Member since 2019 • 570 Posts

@MarkoftheSivak said:

Why was MS giving away GP for $1?

They're not. That's the cost for the first month, after which it jumps to about $5 a month. But, you're effectively paying them to beta test the Game Pass for Windows, so you're getting a much cheaper rate than what it will likely be when the release version hits.

They tell you all of this during sign-up. So, there's going to be some people in for nasty surprises when the release goes live simply because those people didn't bother to read the text right above the shiny button.

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sealionact

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#41 sealionact
Member since 2014 • 4231 Posts

Muhahaha.... Two billion dollars in one quarter, at the end of a gen cycle, while we're prepping for next gen and this rabid cow somehow thinks ms is doomed!

Lmao....

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ronvalencia

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#42  Edited By ronvalencia
Member since 2008 • 28255 Posts

@Random_Matt said:
@ProtossRushX said:

@drlostrib: Microsoft sometimes buys their own shares back with extra income to inflate its stock price, probably do it after these bad announcements to keep investors happy I'd never invest in microsoft company is inflated and bloated. Apple is a way better company and so is nintendo and sony.

You know Apple is dumping Intel right? Their walled garden will be become a fortress when they go all in on their own chips. We will see how that plays out.

If Apple dumps Intel CPUs, Apple would be open to Intel's CPU patent litigation.

https://www.crn.com/slide-shows/components-peripherals/300086801/qualcomm-warning-6-times-intel-has-sued-competitors-over-chip-designs.htm

Qualcomm Warning: 6 Times Intel Has Sued Competitors Over Chip Designs

After warning companies not to emulate its x86 designs in a blog post, Intel is set to defend its x86 franchise against Qualcomm's newly-announced powered Windows 10 devices. Here are six instances of Intel claiming patent infringement when competitors posed a threat.

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SecretPolice

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#43 SecretPolice
Member since 2007 • 35357 Posts

@Ant_17 said:
@SecretPolice said:

Unholy cowzerz... XBL is killing it. Good stuff. :D

Sony won.

SP praising the live service is a sign of how low they have reached.

Ant-Man getting all worked up just proves... Xbox Won!! :P

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tormentos

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#44  Edited By tormentos
Member since 2003 • 29244 Posts

@xhawk27:

Even that should be taken with a grain of salt, because you can get a free live account on pc and still count as part of that 14% increase.

I dont think ps4 sales are down 48% but may be down as well,people who are buying a ps4 now are late adopters or people replacing one,those late adopter would never get a ps5 next year they would simply wait 4 or 5 years to jump in.

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tormentos

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#45 tormentos
Member since 2003 • 29244 Posts

@ronvalencia:

Surface is not the xbox.