| ZhugeEX said: By the way Aqua, I wouldn't be too surprised if the NeoGAF mods will delete any post mentioning you as well. If they haven't already. |
That's why I want people to mention my name when they reference any leak of mine on NeoGAF.
If mods are so draconian that they won't even allow people to say something as simple as "this NPD leak is from Aquamarine," then I don't want my leaks cross-posted over there.
I'm literally only allowed to post any numbers as a courtesy from The NPD Group and my contact (who they treated like shit). That deserves at least a modicum of respect.
Macro data:
April NPD Platform software revenue:
PS4: -13% YOY
XBO: -22% YOY
WIU: +43% YOY
Industry including handhelds: -20.6% YOY ($203.9 million, down from $256.7 million)
Software sales had not been >-20% YOY for almost a year, so these numbers were particularly bad.
April NPD Ecosystem software units (excluding bundles):
PS4 + PS3: -12.4% YOY
XBO + 360: -28.2% YOY
WIU + WII: +16.9% YOY
Overall console: -16.8% YOY
April NPD Ecosystem software ASP:
PS4 + PS3: -8.7% YOY
XBO + 360: -4.4% YOY
WIU + WII: +7.4% YOY
Overall console: +5.5% YOY
April NPD Hardware units:
PS4: (+0.1% YoY)
XBO: (-10.3% YoY)
Wii U: (-24.8% YoY)
360: (-50.6% YoY)
PS3: (-86.8% YoY)
PSTV: (up 100% YoY)
...
Industry including handhelds: -19% YOY (this may help for calculating Vita numbers?)
Publishers
| Aquamarine said: April 2016 Software Marketshare ($): Nintendo: 16.94% (+23.2% YOY) Sony: 10.13% (+7.6% YOY) Ubisoft: 9.59% (+97.4% YOY) Electronic Arts: 8.40% (-28.9% YOY) Take 2 Interactive: 7.11% (-43.1% YOY) Activision Blizzard: 6.97% (-17.2% YOY) = 59.14% of the market with these six publishers alone. And this doesn't even include Microsoft (who is generally pretty weak in the 1st-party software market) It's fascinating how homogenous the retail industry has become. |
| Aquamarine said: Continuing on this thought:
Ubisoft + Electronic Arts + Take 2 Interactive + Activision Blizzard: 2012: 54.4% of NPD software sales 2013: 58.8% of NPD software sales 2014: 57.5% of NPD software sales 2015: 49.3% of NPD software sales
Bethesda + Warner Bros: 2012: 6.4% of NPD software sales 2013: 6.9% of NPD software sales: 2014: 8.2% of NPD software sales: 2015: 18.6% of NPD software sales:
The Top 6 Third-party publishers: 2012: 60.9% of NPD software sales 2013: 65.7% of NPD software sales 2014: 65.7% of NPD software sales 2015: 67.9% of NPD software sales
1st-party publishers: 2012: 19.7% of NPD software sales 2013: 19.4% of NPD software sales 2014: 21.3% of NPD software sales 2015: 19.6% of NPD software sales
1st-Party publishers and the Top 6 Third-party publishers (Activision Blizzard, Electronic Arts, Take 2 Interactive, Ubisoft, Bethesda, Warner Bros.): 2012: 80.6% of NPD software sales 2013: 85.1% of NPD software sales 2014: 87.0% of NPD software sales 2015: 87.5% of NPD software sales
The USA retail video game industry has pretty much become an oligopoly. |
Bundle sales:
>75% of console this month
For example, out of 342.4K PS4 + XBO sales, >256.8K consisted of bundle sales
Toys to Life (cross-posted from Disney Infinity thread...posting this because they just cancelled Disney Infinity)
Disney Infinity 2.0: 44K (April 2015 NPD)
Disney Infinity 3.0: 26K (April 2016 NPD) (-41% YOY)
Skylanders Trap Team: 38K (April 2015 NPD)
Skylanders Superchargers: 13K (April 2016 NPD) (-66% YOY)
Disney Infinity 2.0: 1.764 million (launch through April 2015)
Disney Infinity 3.0: 1.220 million LTD (launch through April 2016) (-31% YOY)
Skylanders Trap Team: 1.474 million (launch through April 2015)
Skylanders: Superchargers: 784K LTD (launch through April 2016) (-47% YOY)
| Aquamarine said: Here's an indirect NPD comparison:
This comparison measures USA NPD sales of each year's release from launch date through the following March. Suppose total toys-to-life (TTL) NPD sales (excluding standalone toys) for 2013 is 100%.
Skylanders: Skylanders: Spyro's Adventure (2011-March 2012) - 41.5% of 2013's total TTL NPD sales Skylanders: Giants (2012-March 2013) - 53.0% of 2013's total TTL NPD sales Skylanders: Swap Force (2013-March 2014) - 46.3% of 2013's total TTL NPD sales Skylanders: Trap Team (2014-March 2015) - 37.2% of 2013's total TTL NPD sales Skylanders: Superchargers (2015-March 2016) - 18.3% of 2013's total TTL NPD sales Disney Infinity: Disney Infinity (2013-March 2014) - 53.7% of 2013's total TTL NPD sales Disney Infinity 2.0 Marvel Super Heroes (2014-March 2015) - 43.7% of 2013's total TTL NPD sales Disney Infinity 3.0 (2015-March 2016) - 28.2% of 2013's total TTL NPD sales LEGO Dimensions: LEGO Dimensions (2015-March 2016) - 33.7% of 2013's total TTL NPD sales
Comparison by year: 2011 TTL releases: Skylanders: Spyro's Adventure (2011-March 2012) - 41.5% of 2013's total TTL NPD sales = Total - 41.5% of 2013's total TTL NPD sales
2012 TTL releases: Skylanders: Giants (2012-March 2013) - 53.0% of 2013's total TTL NPD sales = Total - 53.0% of 2013's total TTL NPD sales
2013 TTL releases: Skylanders: Swap Force (2013-March 2014) - 46.3% of 2013's total TTL NPD sales Disney Infinity (2013-March 2014) - 53.7% of 2013's total TTL NPD sales = Total - 100.0% of 2013's TTL NPD sales
2014 TTL releases: Skylanders: Trap Team (2014-March 2015) - 37.2% of 2013's total TTL NPD sales Disney Infinity 2.0 Marvel Super Heroes (2014-March 2015) - 43.7% of 2013's total TTL NPD sales = Total - 80.9% of 2013's total TTL NPD sales
2015 TTL releases: Skylanders: Superchargers (2015-March 2016) - 18.3% of 2013's total TTL NPD sales Disney Infinity 3.0 (2015-March 2016) - 28.2% of 2013's total TTL NPD sales LEGO Dimensions (2015-March 2016) - 33.7% of 2013's total TTL NPD sales = Total - 80.2% of 2013's total TTL NPD sales |
