All purpose Sales and Sales Rumors and Anecdotes [2017 Edition]

[Deleted member 11852]

Holy smokes I used to look at MS stock a few years ago and it was stagnant, 30 ish a share. Just checked and after hours it's like 82!

Microsoft has been on the rise, albeit slowly, since around mid-2009 but it's trading price has ramped up significantly under Satya Nadella because of his focus on a predictable, growable and sustainable service business model (cloud). Wall Street loves service companies, just look at Amazon who ran losses for a decade with WS cheering them on. Amazon have turned around in the past few years but they're massively in the red.

Wall Street is weird in that it expects companies to meet it's unrealistic profit/growth estimates which largely ignore company's financial outlook statements, then Wall Street punishes those companies by causing their stock price down. I used to use a broker for investments, now I just do my own research and I'm much better off because I hedge my investment based on Wall Street's predictable response and the effect on share prices. If Wall Street ever became sensible, my gravy train would be over.

 

[Rangers]

Too be fair, a litany of stocks are probably up similarly over recent years. Google, Amazon, they're all blowing it out right now.

But yeah over 600b market cap now for MS? I dont know if that's warranted...

 

[zed]

But yeah over 600b market cap now for MS? I dont know if that's warranted...

Certainly its warranted than a lot of the multi billion valued 'one simple app' tech companies that have sprung up in the last few years.
Or even why is tesla worth more than ford

 

[iroboto]

Certainly its warranted than a lot of the multi billion valued 'one simple app' tech companies that have sprung up in the last few years.
Or even why is tesla worth more than ford

I don't know if tesla is a great example. They own their own supply chain of making batteries, thy produce as much as the world combined on their own. They will always be the leader in selling EVS by volume from this point forward until someone else can make more batteries

 

[Silent_Buddha]

I don't know if tesla is a great example. They own their own supply chain of making batteries, thy produce as much as the world combined on their own. They will always be the leader in selling EVS by volume from this point forward until someone else can make more batteries

Not really. If you look at the growth of Chinese EV companies, they are growing at a far faster pace than is Tesla. Combine that with a push by the Chinese government for EVs and various Chinese EV makers could potentially pass Tesla as early as next year.

BYD China only sales isn't far behind Tesla WW sales. They might potentially be higher if the rest of the ASIA markets reported sales. This is going by data at (https://evobsession.com/electric-car-sales/ ). Comparing YTD sales data through August (the latest which contains full data for China, Europe, and US).

Regards,
SB

 

[wco81]

Hmm, if EVs from Chinese marques ever made it to Western markets, you better be wary of them.

Just like you'd want to be wary of Chinese-branded mobile devices, network equipment, picture frames, etc.

 

[Deleted member 11852]

But yeah over 600b market cap now for MS? I dont know if that's warranted...

The market cap is the value of all shares, i.e the number of individual shares available multiplied by the value of those shares. It's an accurate representation of how the market values a company but doesn't correlate to assets or profit/loss.

Companies with high growth potential get valued higher because they might be worth more in the future. It's all a bit of a nonsense.

 

[JPT]

Hmm, if EVs from Chinese marques ever made it to Western markets, you better be wary of them.

Just like you'd want to be wary of Chinese-branded mobile devices, network equipment, picture frames, etc.

Why? Product quality or some other reason?

 

[wco81]

Security issues. With EVs being connected cars, there's a lot of potential for cyber mischief.

 

[London Geezer]

The market cap is the value of all shares, i.e the number of individual shares available multiplied by the value of those shares. It's an accurate representation of how the market values a company but doesn't correlate to assets or profit/loss.

Companies with high growth potential get valued higher because they might be worth more in the future. It's all a bit of a nonsense.

I call it fantasy finance.

 

[Picao84]

Nintendo has shipped over 7 Million Switch consoles so far. Given that shipped != sold, but with demand like it is, actual sales are probably not too distant either.

http://wccftech.com/nintendo-ships-7-63-million-switch/

 

[chris1515]

https://www.dualshockers.com/ps4-sales-september-30th/

Sony shipped 67,4 millions PS4/PS4 Pro the 30th September and raised the forecast for the 31 march 2018 raise from 78 millions to 79 millions shipped

 

[Rangers]

In line with but slightly higher than their previous fiscal Q2's. Previous Q2 high was 4.0.

Q2 14 3.3
Q2 15 4.0
Q2 16 3.9
Q2 17 4.2

Previous Q3 (holiday) high was 8.4 million, so presumably they could ship 9-10 million this Q3.

Pretty stout.

Looks like all Big 3 had really good quarters overall as whole companies.

 

[BRiT]

More news related to Digital Games being a real thing on consoles...

https://arstechnica.com/gaming/2017/11/for-console-games-downloads-are-approaching-a-tipping-point/

On the PC, games distributed on discs in physical boxes have been a practical market rounding error for years now. Destiny 2's sales distribution highlights how the console game market may finally (and inexorably) be heading toward that point as well.

In an earnings call this week, Activision revealed that more than 50 percent of Destiny 2's sales on consoles came via download rather than on a retail disc. That's "a new highwater mark" for the company, and it's way higher than the "20 to 25 percent" of Call of Duty's console sales usually represented by digital copies, according to Activision (though Call of Duty World War II is seeing "higher digital preorders... relative to any prior Call of Duty title.") Even for online-focused games like the Overwatch and the original Destiny, only 30 to 40 percent of console sales usually come from downloads, the company said.

More importantly, Activision doesn't see Destiny 2's digital console majority as an outlier. As Activision CFO Spencer Neumann said in the earnings call, "historically, we've been seeing that digital mix increase at about five points a year." With Destiny 2's console digital majority, Neumann says, "we believe we're seeing some acceleration in that digital shift."

 

[Rangers]

Ubisoft results again. Very interesting because Switch storms on the scene to 19%. From reading Reset the only thing they released for Switch in Q2 was Mario+Rabbids.

I'm not sure maybe it was just a super slow quarter skewing the results but very impressive for the Switch.

https://www.ubisoft.com/en-US/company/investor_center/earnings_sales.aspx

 

[Goodtwin]

Ubisoft also released Rayman Legends on Switch in Q2, but I doubt that accounted for much. Mario+Rabbids is certainly the bulk of that 19%. Impressive, but obviously a slow quarter for Ubisoft.

 

[Silent_Buddha]

Ubisoft also released Rayman Legends on Switch in Q2, but I doubt that accounted for much. Mario+Rabbids is certainly the bulk of that 19%. Impressive, but obviously a slow quarter for Ubisoft.

Nope, it was a very good quarter for them. Assassins Creed: Origins, Southpark, and Mario + Rabbids.

1H 2017/2018 at 466.2 million Euros compared to 1H 2016/2017 at 281.4 million Euros.

2Q 2017/2018 was 264.1 million Euros. That's almost as much as the entire 1H 2016/2017 sales!

So it was a VERY strong quarter for them. And Mario + Rabbids managed to get 19% of sales even with AC: O and Southpark launching on other platforms. AC: O is also doing extremely well. First 10 days of sales are 2x the sales of the first 10 days of AC: Syndicate.

UBIsoft is doing extremely well right now.

Also digital now accounts for the majority of Software sales.

Digital Distribution (base game only) - 168 million Euros.
Physical Distribution - 123.2million Euros.
Player Recurring Investment (DLC, In game purchases, Season Passes, Subscriptions, Advertising) - 175 million Euros.

So, 57.7% of all base game sales are now digital compared to 42.3% for Physical Distribution of the base game. Impressive how quickly sales are shifting to digital.

Regards,
SB

 

[DuckThor Evil]

Nope, it was a very good quarter for them. Assassins Creed: Origins, Southpark, and Mario + Rabbids.

1H 2017/2018 at 466.2 million Euros compared to 1H 2016/2017 at 281.4 million Euros.

2Q 2017/2018 was 264.1 million Euros. That's almost as much as the entire 1H 2016/2017 sales!

So it was a VERY strong quarter for them. And Mario + Rabbids managed to get 19% of sales even with AC: O and Southpark launching on other platforms. AC: O is also doing extremely well. First 10 days of sales are 2x the sales of the first 10 days of AC: Syndicate.

It was a good 2nd quarter for them, but you have some misinformation there... Assassins Creed and South Park launched on Q3 and are not included in those sales numbers. Q3 fiscal will be a lot bigger than these Q2 numbers. Q2 numbers are up to end of September and consists mostly of back catalog sales, while Mario + Rabbids brought in a nice chunk as well.

 

[chris1515]

http://www.gamesindustry.biz/amp/2017-11-10-softly-softly-the-xbox-one-x-launch

It seems the Xbox One X launch was quiet, imo it is not a surprise too expensive for launch with a fanfare. It seems the PS4 PRo launch was better and made more noise...

EDIT: It is only an editorial no value before sales...

 

[Deleted member 11852]

http://www.gamesindustry.biz/amp/2017-11-10-softly-softly-the-xbox-one-x-launch

The reception feels the same as for Pro, slightly tappered by higher price tag. I've since listend to the Kotaku, Giant Bomb and IGN podcasts and the question of "who is this for?" is common, just as it was asked for Pro. It's not sold out anywhere near me, even the Scorpio Edition is plentifully available and I can see myself getting one for the office in maybe a year.