Sandeep Aggarwal, an analyst for Caris and Co, has said that Kinect could generate $2 billion in “incremental consumer spending” on video games in the first year after launch, with 50%-60% of that going to Microsoft itself.
There are, apparently, four ways that Kinect could help the Redmond giant. Firstly, he expects 15%-25% of current 360 owners to buy into Kinect during that first 12 months period, generating almost $900 million in hardware revenue.
He then suggests that a higher adoption range and “market share gain” is probable, with Microsoft selling an incremental one million consoles in the first year – another $300 million. And then there’s the obvious – new software sales that require Kinect, and a higher gross subscriber growth for Xbox Live.
Aggarwal also suggests that Microsoft have reason to be bullish just now, with strong demand for Windows 7, and some fluff about the iPad, at which point I lost interest.
MrTwP
i went into HMV today and all of those pre order cards for kinect had gone, maybe people are buying it, or someone’s playing a joke.
Also where did they get the figure of 20-25 % current owners? Me and about 20 of my xbox friends arn’t going to buy it, i’m not the best at maths but i’m sure by my REAL calculation its lower than the 20-25%.