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Brier Dudley's blog

Brier Dudley offers a critical look at technology and business issues affecting the Northwest.

July 12, 2010 at 11:00 AM

Analyst: Xbox Kinect to generate $2 billion for Microsoft

Between 15 and 25 percent of Xbox 360 owners are likely to buy a Kinect motion controller in the first year, generating at least $900 million in hardware sales, according to a note from analyst Sandeep Aggarwal at Caris & Company reported by Barron’s.

Aggarwal expects Kinect will also help Microsoft sell an additional million consoles, generating about $300 million of incremental revenue. Combined with lower attrition on Xbox Live, higher subscriber growth and software sales, he comes up with the $2 billion Kinect bump.

Kinect goes on sale in November.

He’s expecting Microsoft stock to hit $37, boosted by Kinect, increased enterprise spending and Windows 7 demand.

The note also said the risk to Microsoft from Apple’s iPad is “overblown” and he expects “significant upside from Azure and Office 2010.”

Microsoft stock is up a little over 2 percent to $24.84 at last check, but there is a lot of news out of the partner conference.

Comments | Topics: iPad, Kinect, kinect

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