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Xbox Xbox 360 - Microsoft Mugged Their Own Sales Figures?
- Autor do tópico noxiv
- Data Início
Korben_Dallas
Zwame Advisor
Esta frase:
Retira qualquer credibilidade ao resto do artigo
Retira qualquer credibilidade ao resto do artigo
eyeliner
Power Member
Acho que não. Dá-lhe um ar de "toma lá!", sim é verdade mas o artigo acaba por não serEsta frase:Retira qualquer credibilidade ao resto do artigo
tendencioso pois não defende ninguém, pelo contrário.
Sempre se pode aceitar essa frase como uma palmada na mão...
Yggdrasil
Power Member
Bem...acho que isso não é novidade.
Durante bastante tempo, não sabíamos o número de PlayStations e PlayStations 2 vendidas pois não? A única informação era de unidades que saíram das fábricas e que tinham sido enviadas para as superfícies comerciais. É por isso que eu nunca acreditei quando os números dizem "X million units shipped", só se torna mais credível quando a palavra é "sold". Afinal, podem ter saído 25 milhões das fábricas mas só terem sido vendidas 20 milhões e estarem 5 milhões nas lojas à espera de comprador...que pode levar o seu tempo a aparecer...
Durante bastante tempo, não sabíamos o número de PlayStations e PlayStations 2 vendidas pois não? A única informação era de unidades que saíram das fábricas e que tinham sido enviadas para as superfícies comerciais. É por isso que eu nunca acreditei quando os números dizem "X million units shipped", só se torna mais credível quando a palavra é "sold". Afinal, podem ter saído 25 milhões das fábricas mas só terem sido vendidas 20 milhões e estarem 5 milhões nas lojas à espera de comprador...que pode levar o seu tempo a aparecer...
Microsoft cooking 360 figures?
What we heard: The Ehrenberg blog post roundly condemns Microsoft for "channel stuffing," a shady process by which companies can meet their stated shipment goals by sending unwanted inventory into the retail channel just before the end of a fiscal period. The company gets to say it met its targets, but the stuffing can come back to bite it later. Eventually those goods could be returned to the manufacturer or retailers might reduce future orders until they've worked their way through their existing backlog of merchandise.
Ehrenberg bases his accusation of channel stuffing primarily on postings from another financial blog, the Apple-focused Blackfriars' Marketing. The first post was made last December, and questions Microsoft's ability to hit its publicly stated target of selling 10 million Xbox 360s by the end of 2006.
The Blackfriars writer notes that Microsoft counts systems sent to retail as not just shipped but actually sold. It then crunches some numbers (and apparently confuses worldwide figures with the NPD Group's US-only numbers at one point) and concludes that Microsoft could have hit its goal for the year, but only by stuffing the retail channel. He follows that up by implying that Microsoft threatened to withhold copies of its Vista operating system--released in January--from retailers who didn't play along and choke down excess Xbox 360 inventory.
The second Blackfriars post is from late January, right after Microsoft downgraded its sales projections for the Xbox 360 from 13-15 million systems by the end of June to 12 million. The Blackfriars writer views the downgraded guidance as confirmation that the publisher was indeed channel stuffing at the end of 2006.
"Strong companies confident in their strategy and performance don't do these things," Ehrenberg wrote. "They don't have to. What kind of a message does this type of behavior send to the investor community and, more importantly, your customers? Weakness. Fear. Short-term thinking. Nothing that represents a positive signal for a better, brighter tomorrow."
While Ehrenberg paints a pretty bleak picture, a handful of analysts GameSpot contacted about the story disagreed.
"Microsoft sold-in 10.4 million 360's by December 31," noted Pacific Crest Securities' Evan Wilson. "It seems very unlikely that Microsoft stuffed the channel to beat their 10 million forecast."
Wedbush Morgan Securities' Michael Pachter was similarly skeptical. "It's possible that Microsoft has shipped a few hundred thousand consoles more than retailers want, but not possible that it shipped millions," Pachter told GameSpot, adding, "Microsoft would never stuff the channel to make numbers look better. I really don't buy this at all."
Lazard Capital Markets' Colin Sebastian called it "old news," but not what he would characterize as channel stuffing. "Microsoft's guidance for Xbox shipments during the first half of 2007 disappointed some investors, but the reality is they already had enough units in the channel to fulfill much of the demand," he said.
Nollenberger Capital Partners' Todd Greenwald said Ehrenberg's issue with Microsoft was legitimate, but also old news.
"Sure Microsoft probably over-shipped the channel," Greenwald said," but we knew that three months ago... To me, and most of Wall Street, it was pretty clear what Microsoft had done. And Sony's done the same thing. Nintendo's the only one who isn't doing it, but that's not to say they won't do it again in the future."
Greenwald also pointed out that it's different for a hardware vendor to stuff the channel than a software publisher because systems have a much longer shelf-life and will eventually sell. On the other hand, Greenwald said if software doesn't move in the first month, excess inventory will quickly suffer price cuts and returns.
When contacted by GameSpot, Ehrenberg himself confirmed that his blog was intended to take what was considered old news in the gaming world to a wider investment audience that might not have heard it before.
The official story: Microsoft did not "stuff the channel" with Xbox 360s to meet our sales numbers. Retailers had built a healthy inventory position last quarter to support sales during the holiday, and also for this quarter to accommodate holiday gift card redemptions.
Bogus or not bogus?: Bogus that this is a big deal. Companies play semantics with "units shipped" and "units sold" all the time, we essentially knew about this months ago, and one man's channel stuffing is another man's slower-than-expected holiday sales season.
http://www.gamespot.com/news/show_b...ct=convert&om_clk=newstop&tag=newstop;title;8
What we heard: The Ehrenberg blog post roundly condemns Microsoft for "channel stuffing," a shady process by which companies can meet their stated shipment goals by sending unwanted inventory into the retail channel just before the end of a fiscal period. The company gets to say it met its targets, but the stuffing can come back to bite it later. Eventually those goods could be returned to the manufacturer or retailers might reduce future orders until they've worked their way through their existing backlog of merchandise.
Ehrenberg bases his accusation of channel stuffing primarily on postings from another financial blog, the Apple-focused Blackfriars' Marketing. The first post was made last December, and questions Microsoft's ability to hit its publicly stated target of selling 10 million Xbox 360s by the end of 2006.
The Blackfriars writer notes that Microsoft counts systems sent to retail as not just shipped but actually sold. It then crunches some numbers (and apparently confuses worldwide figures with the NPD Group's US-only numbers at one point) and concludes that Microsoft could have hit its goal for the year, but only by stuffing the retail channel. He follows that up by implying that Microsoft threatened to withhold copies of its Vista operating system--released in January--from retailers who didn't play along and choke down excess Xbox 360 inventory.
The second Blackfriars post is from late January, right after Microsoft downgraded its sales projections for the Xbox 360 from 13-15 million systems by the end of June to 12 million. The Blackfriars writer views the downgraded guidance as confirmation that the publisher was indeed channel stuffing at the end of 2006.
"Strong companies confident in their strategy and performance don't do these things," Ehrenberg wrote. "They don't have to. What kind of a message does this type of behavior send to the investor community and, more importantly, your customers? Weakness. Fear. Short-term thinking. Nothing that represents a positive signal for a better, brighter tomorrow."
While Ehrenberg paints a pretty bleak picture, a handful of analysts GameSpot contacted about the story disagreed.
"Microsoft sold-in 10.4 million 360's by December 31," noted Pacific Crest Securities' Evan Wilson. "It seems very unlikely that Microsoft stuffed the channel to beat their 10 million forecast."
Wedbush Morgan Securities' Michael Pachter was similarly skeptical. "It's possible that Microsoft has shipped a few hundred thousand consoles more than retailers want, but not possible that it shipped millions," Pachter told GameSpot, adding, "Microsoft would never stuff the channel to make numbers look better. I really don't buy this at all."
Lazard Capital Markets' Colin Sebastian called it "old news," but not what he would characterize as channel stuffing. "Microsoft's guidance for Xbox shipments during the first half of 2007 disappointed some investors, but the reality is they already had enough units in the channel to fulfill much of the demand," he said.
Nollenberger Capital Partners' Todd Greenwald said Ehrenberg's issue with Microsoft was legitimate, but also old news.
"Sure Microsoft probably over-shipped the channel," Greenwald said," but we knew that three months ago... To me, and most of Wall Street, it was pretty clear what Microsoft had done. And Sony's done the same thing. Nintendo's the only one who isn't doing it, but that's not to say they won't do it again in the future."
Greenwald also pointed out that it's different for a hardware vendor to stuff the channel than a software publisher because systems have a much longer shelf-life and will eventually sell. On the other hand, Greenwald said if software doesn't move in the first month, excess inventory will quickly suffer price cuts and returns.
When contacted by GameSpot, Ehrenberg himself confirmed that his blog was intended to take what was considered old news in the gaming world to a wider investment audience that might not have heard it before.
The official story: Microsoft did not "stuff the channel" with Xbox 360s to meet our sales numbers. Retailers had built a healthy inventory position last quarter to support sales during the holiday, and also for this quarter to accommodate holiday gift card redemptions.
Bogus or not bogus?: Bogus that this is a big deal. Companies play semantics with "units shipped" and "units sold" all the time, we essentially knew about this months ago, and one man's channel stuffing is another man's slower-than-expected holiday sales season.
http://www.gamespot.com/news/show_b...ct=convert&om_clk=newstop&tag=newstop;title;8
Última edição:
Mike
Portugal@Home Member
São melhores que as da PS3 em US, Canada, e Australia pelo menos.
Vendas na Australia no lançamento das consolas
Se queres saber numeros de vendas este forum tem lá tudo:
http://forum.pcvsconsole.com/folder.php?fid=23
jjmaia
What is folding?
Sim, isso eu sei, apenas quiz referir que as vendas são boas, mas n é nada de especial. A Wii ainda tem esgotamentos nalguns sitios, mas está a estabelizar, mas quando aparecer o SM Galaxy, Metroid e SSBB e outros, as vendas vão subir e muito
Eu embora fique feliz pelo sucesso da Wii, sinceramente nao percebo qual é o nexo de meter a Wii no mesmo saco da PS3 e da X360 em termos de vendas !?
A Wii é uma consola Low-End, nao é uma Next-Gen, qual é o nexo de haver comparativos ? ... era tao estupido como estar a comparar as vendas de uma PS2 com a PS3 e a X360, sao consolas para mercados diferentes dado o valor de cada uma, e acima de tudo, só há 2 next-gen no mercado... logo...
A Wii é uma consola Low-End, nao é uma Next-Gen, qual é o nexo de haver comparativos ? ... era tao estupido como estar a comparar as vendas de uma PS2 com a PS3 e a X360, sao consolas para mercados diferentes dado o valor de cada uma, e acima de tudo, só há 2 next-gen no mercado... logo...
jjmaia
What is folding?
Errado, next gen n significa ter gráficos superiro, next gen significa pertencer à mesma geração (neste caso a 7ª)
Apesar de a Wii ter um publico diferente, muita gente em vez de comprar uma ps3 e/ou uma X360 comprõu uma Wii... Eu à um ano atras queria apenas a PS3, vi a maquina que a wii era e decidi-me pela Wii. Ainda queria uma maquina mais potente, e tal, continuava com a vontade de uma PS3, vi a superioridade da X360 e apareceu-me um bom negócio, e comprei-a
Errado, next gen n significa ter gráficos superiro, next gen significa pertencer à mesma geração (neste caso a 7ª)
Apesar de a Wii ter um publico diferente, muita gente em vez de comprar uma ps3 e/ou uma X360 comprõu uma Wii... Eu à um ano atras queria apenas a PS3, vi a maquina que a wii era e decidi-me pela Wii. Ainda queria uma maquina mais potente, e tal, continuava com a vontade de uma PS3, vi a superioridade da X360 e apareceu-me um bom negócio, e comprei-a
Humm, okay, entao retiro o que disse, tinha uma má interpretação do que era o next-gen.
Obgrigado pela dica.
Não acho que a Wii tenha um publico diferente, acho sim é que ela está conquistando um publico maior, mais abrangente. Em relação ao publico hardcore, o que adora comentar em fóruns como este, é compreensível que ainda esteja desconfiado mas tudo depende dos jogos em si e não dos gráficos, se a Wii tiver jogos que lhes interessem muitos acabaram por comprar.
Última edição: