Microsoft Reports Sharp Decline In Xbox Hardware Sales For Q4, But There's A Silver Lining
Microsoft Reports Sharp Decline In Xbox Hardware Sales For Q4, But There's A Silver Lining
Microsoft Corp's (NASDAQ:MSFT) latest earnings report reveals a mixed bag for its Xbox division. Hardware sales have taken a significant hit, dropping 42% year-over-year in the fourth quarter.
微軟公司（NASDAQ: MSFT）最新業績顯示，其Xbox部門表現交替。硬件銷售大幅下滑，四季度同比下降42%。這是在上一季度出現31%的下降之後，由於節假日促銷在 Q2 中略微上升了 3%，總體趨勢一直在下降。據 IGN 報道，這種趨勢已持續幾個季度，Q1 的下降也下降了 7%。
This follows a 31% decline in the previous quarter, and although there was a slight uptick of 3% in Q2 due to holiday promotions, the overall trend has been downward. According to IGN, this pattern has persisted for several quarters, with a 7% drop noted in Q1 as well.
這種硬件銷售下降並不限於 Xbox。Circana 最近的報告顯示，包括Sony Group Corp.（NYSE: SONY）和Nintendo ADR（OTC: NTDOY）在內的所有主要遊戲機製造商在2024年5月經歷了兩位數的百分比下降。特別是 Nintendo Switch 見證了最大的下降。這些下降表明遊戲機的自然生命週期，因爲所有三個主要系統現在都處於當前一代的後期階段。Xbox 已承認這種趨勢，並暗示正在開發“下一代”遊戲機，在假日季節期間預計會有更多信息發佈。
Industry-Wide Decline in Hardware Sales
行業板塊硬件銷售普遍下滑
This decline in hardware sales isn't isolated to Xbox alone. Circana's recent report shows that all major console makers, including Sony Group Corp. (NYSE:SONY) and Nintendo ADR (OTC:NTDOY), have experienced double-digit percentage declines in May 2024.
這種硬件銷售下降不僅僅侷限於 Xbox。Circana 最近的報告顯示，在2024年5月，包括Sony Group Corp.（NYSE: SONY）和Nintendo ADR（OTC: NTDOY）在內的所有主要遊戲機製造商都經歷了兩位數的百分比下降。
The Nintendo Switch, in particular, saw the most significant drop. These declines indicate the natural life cycle of gaming consoles, as all three major systems are now in the later stages of their current generations. Xbox has acknowledged this trend and hinted at the development of a "next-gen" console, with more information expected around the holiday season.
其中尤以 Nintendo Switch 的下降最明顯。這些下降表明遊戲機的自然生命週期，因爲所有三個主要系統現在都處於當前一代的後期階段。Xbox 已承認這種趨勢，並暗示正在開發“下一代”遊戲機，在假日季節期間預計會有更多信息發佈。
The Silver Lining: Gaming Revenue Soars
喜聞樂見的是，微軟旗下的遊戲遊戲收入增長強勁。總遊戲收入同比增長了44%，創下了新的季度紀錄。
Despite the slump in hardware sales, Microsoft's gaming revenue tells a more positive story. Overall gaming revenue surged 44% year-over-year, setting new quarterly records.
儘管硬件銷售下滑，微軟的遊戲收入告訴我們一個更積極的故事。總的遊戲收入同比增長了44%，創下了新的季度紀錄。據此可知成爲此增長原因之一的是微軟收購了 Activision Blizzard，而其去年並不是微軟收入的一部分。該收購增加了顯著的 48 個淨影響點，說明 Xbox 除了 Activision Blizzard 業務之外的營收表現並不如去年那麼強。不過，Xbox 的內容和服務業務營收同比增長了 61%，其中收購帶來了 58 個淨影響點。
This impressive growth can be attributed to the acquisition of Activision Blizzard, which was not part of Microsoft's revenue stream last year.
這種印象深刻的增長可以歸因於收購 Activision Blizzard，並且該增長在去年不是 Microsoft 的營收來源。
The acquisition added a significant 48 points of net impact, suggesting that Xbox's non-Activision-Blizzard business has not performed as strongly as it did last year. However, Xbox content and services revenue saw a remarkable 61% increase year-over-year, with 58 points of net impact from the acquisition.
該收購增加了顯著的 48 個淨影響點，說明 Xbox 除了 Activision Blizzard 業務之外的營收表現並不如去年那麼強。不過，Xbox 的內容和服務業務收入同比增長了 61%，其中收購帶來了 58 個淨影響點。
Image credits: VGV MEDIA on Shutterstock.
圖片來源：Shutterstock上的VGV MEDIA。