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Forums - Sales Discussion - 360 adjusted DOWN Ps3 adjusted UP!!!!

Normando said:
theprof00 said:
Normando said:
theprof00 said:
I agree with Kowen, there was no need for an adjustment to 360 aside from simply where the sold consoles were. 1.5m on shelves would mean that they've specifically ordered quite a lot for their own stores. Maybe they're inticipating a lot of demand after Don's infamous quote. :D


unlikely. There are only about 65 MS stores so even if they each got a ton of 360s it would only account for a small number of the retail stock. As I said in my earlier post odds are you have about 1.5m worldwide thanks to stores like Walmart, Gamestop, Target, and Bestbuy. Worldwide you have a huge number of these stores that need stock.

11,000 Walmarts

6,600 Gamestops

2,900 Best buys

1,800 Targets

It's also important to remember than retail stock doesn't mean on store shelves. Retail stock also includes retail store backrooms, distribution centers, online retailer warehouses.

Meh, 1.5m is still really too big...especially for October. The comment about MS own stores was just a joke. Even with online distribution (not including their own stores or Best Buy kiosks) they could only possibly hold 100k, and that's with an anticipated price drop which is very unlikely until holidays (still too early).

Even all those stores, if they had 100 consoles each, it would only be a million. Seems like far too much doesn't it?

My guess is each one has ~10 with enough distribution supply for 1-2 complete turnovers, which equals about 300k +50k or so for wholeseller stores like costco/BJs.

If I had to guess, assuming they pushed out more consoles early (in order to focus on xb1 production), with enough supply for ~25 per store world wide, and 80m as of October 17th, I would say numbers are in the area of .4-.6m undertracked, and roughly 900k to 1m in retail channels.


I pretty much answer this in my reply to kowenicki so for the numbers I'll direct you to that post. But I think you're right about shipping 360s/ PS3s early for the holidays. Probably not for production purposes but rather for shipping space though.

I know you're skeptical, but take it from me.

http://gamrconnect.vgchartz.com/thread.php?id=148950&page=1

We have a prediction league for the last 10 weeks of the year.
Last year I was 5th out 39. My xbox prediction was 2 out of 39. 

I think I understand the situation a little more than you expect me to. No offense, of course.
Plus, I've already had this discussion with Kowen before, last year in fact...(or maybe it was the year before?)
My argument at that time was that MS could have discounted shipments in preparation for a price cut or special deal before holidays.
Everyone argued that I was just wrong, or biased, or both, but lo and behold the very next week the contract deal opened up for all stores, basically confirming a larger than average supply.

This year we don't really have that. There is no reason for MS to offer any more deals. If anything, they want to sell 360s at regular price to offset or assist in any losses/costs that the One has created. I was right last time, and I'm pretty sure I'm right this time.

Add to that, the fact that Kowen has been keeping track of shipped vs sold for all consoles over this gen, and it becomes pretty apparent that 1.5m is an anomaly.

And not the kind of anomaly that your reasons seek to answer.
We're talking:
1. Price drop
2. Anticipation of massive increase in demand (possibly to cover xb1 shortages)
3. Some kind of massive new promotion
4. Ending production

Retail channels, lost inventory, etc etc just wouldn't cut it.



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VGC might be undertracking Xbox 360 by 500K at least.
1.55M unities on shelves are too much, MS wouldn´t over produce and ship the 360 when the signs are clear that the public is read to jump into next generation.

On the other hand, this might explain why there are so many 360 on every retail in Brasil, and we are seing a lot a prices drops here (around 20%)



all that head start all them exclusives all that no gamez fiasco, and still ps3 has sold more. ps3 easily best console this gen



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Skeeuk said:
all that head start all them exclusives all that no gamez fiasco, and still ps3 has sold more. ps3 easily best console this gen


Blu Ray?

PS: Michael Pachter forsaw it back in 2006. The agregated value os the PS3 and the Sony position in Europe and Asia where a clear advantage. Even thought, without Kinect the overtaking would have happened back in 2011.



Skeeuk said:
all that head start all them exclusives all that no gamez fiasco, and still ps3 has sold more. ps3 easily best console this gen

and the gap is only going to grow.  Then it looks like PS4 is going to start off strong for a change of course have the same first party studios going for it.




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numbers seem fine for 360 as there are numerous times that vgc vs shipments have been 1.5 and over

and no ps3 shipments vs vgcs doesnt not average to .5 or even close to .5 throughout its entire lifetime which kowens thread doesnt not track http://gamrconnect.vgchartz.com/thread.php?id=129135&page=1



                                                             

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Why hasn't Sony announced anything yet....



think-man said:
Why hasn't Sony announced anything yet....


They usually don't. I doubt Microsoft would've done it too. They obviously wanted to post something positive yesterday after being known that they hadn't won the month this time around.



360 shipped, total sold diffrences
PS3 shipped, total sold diffrences
Oct-Dec 05  1.5, 1.2  .3  Oct-Dec 06 1.7, 1.2
 .5
Jan-Mar 06  3.2 (1.7),  2.4
 .8  Jan-Mar 07 3.5 (1.8), 2.8
 .7
Apr-Jun 06  5 (1.8),  3.6
 1.4  Apr-Jun 07 4.2 (.7), 3.8
 .5
Jul-Sept 06 5.97 (.97),  4.7
 1.3  Jul-Sept 07 5.5 (1.3), 5
 .5
Oct-Dec 06 10.4 (4.4),  7.9
 2.5  Oct-Dec 07 10.4 (4.9), 8.9
 1.5
Jan-Mar 07 11 (.5), 9.3
 1.7  Jan-Mar 08 12.6 (2.2), 11.1  1.5
Apr-Jun 07 11.7 (.7),  10.3
 1.4  Apr-Jun 08 14.2 (1.6), 13.2
 1
Jul-Sept 07 13.5 (1.8),  11.8
 1.7  Jul-Sept 08 16.6 (2.4), 14.8
 1.8
Oct-Dec 07 17.8 (4.3),  15.7
 2.1  Oct-Dec 08 21.1 (4.5), 18.6
 2.5
Jan-Mar 08 19.1 (1.3),  17.4
 1.7  Jan-Mar 09 22.7 (1.6), 20.9
 1.8
Apr-Jun 08 20.4 (1.3),  19  1.4  Apr-Jun 09 23.8 (1.1), 22.3
 1.5
Jul-Sept 08 22.5 (2.1),   20.6
 2.1  Jul-Sept 09 27 (3.2), 24.9
 2.1
Oct-Dec 08  28.5 (6),  26.6
 2.1  Oct-Dec 09 33.5 (6.5), 31.9
 1.6
Jan-Mar 09 30.2 (1.7),  28.7
 1.5  Jan-Mar 10 35.7 (2.2), 35.1
 .6
Apr-Jun 09 31.4 (1.2),  30.2
 1.2  Apr-Jun 10 38.1 (2.4), 37.4
 .7
Jul-Sept 09 33.5 (2.1),  31.8
 1.7  Jul-Sept 10 41.6 (3.5), 39.8
 1.8
Oct-Dec 09 38.7 (5.2),  36.8
 2.1  Oct-Dec 10 47.9 (6.3), 46.3
 1.6
Jan-Mar 10 40.2 (1.5),  39
 1.2  Jan-Mar 11 50.03 (2.1), 49.4   
 .7
Apr-Jun 10 41.7 (1.5),  40.7 
 1 Apr-Jun 11 51.8 (1.8), 51.3
.5
Jul-Sept 10 44.5 (2.8),  43.3
 1.2 Jul-Sept 11 55.5 (3.7) 54.3
1.2
Oct-Dec 10 50.8 (6.3), 50.4
.6 Oct-Dec 11 62 (6.5) 61.1
.9
Jan-Mar 11 53.6 (2.7), 52.9 .7 Jan-Mar 12 64.5 (2.5*) 64.2
 
Apr-Jun 11 55.3 (1.7), 54.6
.7 Apr-Jun 12 67.3 (2.8*) 66.2
 
Jul-Sept 11 57.6 (2.3) 56.3
1.3 Jul-Sept12 70.8 (3.5*) 68.1
 
Oct-Dec 11 65.8 (8.2) 63.8
2 Oct-Dec 12 77.1 (6.8*) 73.8
 
Jan-Mar 12 67.2 (1.4) 65.9
1.3 Jan-Mar 13 80.5 (3.4*) 76.3
 
Apr-Jun 12 68.3 (1.1) 67.4
.9    
Jul-Sept12 70 (1.7) 68.9
1.1    
Oct-Dec 12 75.9   (5.9) 74.8
1.1    
Jan-Mar 13 77.2 (1.3) 76.6
.6    
Apr-Jun 13 78.2 (1) 77.6 .6    
Jul-Sep 13 80 (1.8) 78.5 1.5  

 

past vgc vs shipped



                                                             

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the numbers will change again next month they always do every year

6.3m ps3 and 3.7m 360 ytd seems like quite a big gap to me,wonder what they think they will sell in the holiday season



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