It's impressive because that's a number they can use to show a 30% growth. Which is very big. I mean why do they use clear revenues for other stuff then? They could just say "we had 13% more people using office online" or whatever.
They use MAU because it's a metric that's relevant to one of their primary business interests; online services. It's basically the equivalent of a retailer reporting on their foot traffic. No, it doesn't tell you how much money they're making there are other numbers for that but it does give you a good idea of how much
opportunity they have for monetization, just like foot traffic in retail.
I think stuff like Office is reported as pure revenue because volume pricing makes unit sales not especially relevant. Including them kinda
would be puffery, because it's very easy for them to give you 13% more licenses "just because we like you."
You're being naive if you don't think the financial reports don't go through the hands of the PR department, and that the whole point of PR is to try to reports facts in the best way possible. And so that includes not mentioning some of them.
Well, perhaps I am. I'd be kinda surprised if anyone other than the lawyers and accounts had a say in what goes in to the financials. Do you have anything to indicate PR filters this stuff?
So yes, going from shipments to combined shipments to MAU is "hiding" stuff. You can bet that they wouldn't do this if the XB1 was trouncing the PS4.
Well, if Bone was trouncing PS4, they may not be getting out of the console business, but whatever the cause(s), that's what their financial reports tell us they're doing. The console business didn't survive the refocus. Maybe it would've if it was doing better, or maybe it was doomed the moment Nadella took the helm, but either way, they're done with it now.
Again, Lumia seems to be getting an even worse trouncing than Bone, so I'm not sure why you're so convinced the score determines whether or not something gets reported.
And the MAU metric is a) useless because it includes people who spent twelve hours a day playing Halo 5 online all the way to people who switched they XB1 once to check their TV guide b) misleading because they keep mentioning it in regards to the xbox platform, although it includes pretty much all their platforms now.
It's not useless, but yes, it's of fairly limited use on its own. You need to combine it with ARPPU and that sort of thing to get a full picture of the health of the business.
But I'd argue that
you're the one who thinks of "XBox" as a piece of hardware, and
MS have made it quite clear that the hardware is no longer relevant at all. XBox
Live is the portion of the XBox business that survived the refocus. Well, that and the game development. But when they talk about the health of XBox now, they're not referring to consoles
in any way, just the network service itself, and the games they're making. Consoles are only mentioned in reference to the effect they have on revenue, and then only because you need to report
all significant changes in revenue, whatever the source.