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Forums - Sales Discussion - November NPD 2018 Thread

Miyamotoo said:
DonFerrari said:

I'll tag for future reference that Switch will be their second most successful platform. So they need to cross 119M to win over GameBoy.

Oh, I forget about GB/GBC combined numbers, I was having on mind passing Wii numbers (101m).

 

Intrinsic said: 

I did say plus or minus 5M. So my ceiling is actually 80M. But to keep thins interesting I am using the 3DS as my marker.

And saying I agree with your numbers doesn't mean I agree with everything literally. Like i would replace FY19 18.5M with 17M and FY 20 with 16M.

80M is my ceiling. What I am expecting is really around 75M by the time the next Switch is released. 

But you do realise that Switch only around 1st two years on market would be at around 50% of those numbers?

18M make a lot of difference. I think it's hard, but attainable for Switch to get over 100M.



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Intrinsic said:
zorg1000 said:

It does eventually have to fall behind 3DS to sell less than 75 million, you just agreed with me that year 4 will sell 12+ million putting LTD at ~67.5 million by March 2021. Do you realize how big of a drop it would need to have to miss 75 million?

These are the median numbers for the estimates I gave (estimates you just agreed with)

2.74m

15.05m

FY19-18.5m (LTD 36.5m)

FY20-17.5m (LTD 54.0m)

FY21-13.5m (LTD 67.5m)

How big of a drop are you expecting at that point?

FY22-6.0m (LTD 73.5m)

FY23-1.5m (LTD 75m)

That's a 55% drop followed by a 75% drop for FY 5 & 6 which I believe would be the most significant drops for any successful platform.

Not even Wii or GBA had nearly that bad of declines and Wii is known for having a harsh decline while GBA was replaced in its 4th fiscal year.

I did say plus or minus 5M. So my ceiling is actually 80M. But to keep thins interesting I am using the 3DS as my marker.

And saying I agree with your numbers doesn't mean I agree with everything literally. Like i would replace FY19 18.5M with 17M and FY 20 with 16M.

80M is my ceiling. What I am expecting is really around 75M by the time the next Switch is released. 

Ok so how about you just say what your yearly projections are instead of me constantly coming up with numbers showing how going below 3DS/75 million isnt likely.



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Miyamotoo said:
DonFerrari said:

I'll tag for future reference that Switch will be their second most successful platform. So they need to cross 119M to win over GameBoy.

Oh, I forget about GB/GBC combined numbers, I was having on mind passing Wii numbers (101m).

 

Intrinsic said: 

I did say plus or minus 5M. So my ceiling is actually 80M. But to keep thins interesting I am using the 3DS as my marker.

And saying I agree with your numbers doesn't mean I agree with everything literally. Like i would replace FY19 18.5M with 17M and FY 20 with 16M.

80M is my ceiling. What I am expecting is really around 75M by the time the next Switch is released. 

But you do realise that Switch only around 1st two years on market would be at around 50% of those numbers?

Of curse not. By march next year which will be its "first two years" it would have sold around 32M. And unless something greatly changes it will average around 800k sales a month up until around november and december.

So lets not get ahead of ourselves here. 



Intrinsic said:
Miyamotoo said:

Oh, I forget about GB/GBC combined numbers, I was having on mind passing Wii numbers (101m).

 

But you do realise that Switch only around 1st two years on market would be at around 50% of those numbers?

Of curse not. By march next year which will be its "first two years" it would have sold around 32M. And unless something greatly changes it will average around 800k sales a month up until around november and december.

So lets not get ahead of ourselves here. 

You really think it will only reach 32 by march? I'm pessimistic about nintendo shipment but only shipping 15 million?



 

zorg1000 said:
Intrinsic said:

I did say plus or minus 5M. So my ceiling is actually 80M. But to keep thins interesting I am using the 3DS as my marker.

And saying I agree with your numbers doesn't mean I agree with everything literally. Like i would replace FY19 18.5M with 17M and FY 20 with 16M.

80M is my ceiling. What I am expecting is really around 75M by the time the next Switch is released. 

Ok so how about you just say what your yearly projections are instead of me constantly coming up with numbers showing how going below 3DS/75 million isnt likely.

But you dont have to though.....

You have made your position clear on this and how going below 75M - 80M is unlikely. I think it will. I dont have to give yearly predictions but you can be certain they are all lower than your own yearly predictions. And in truth I am expecting sales next year t be very similar to sales this year. Not up. A lot of my theory is riding n that happening.

Like next year I expect it t do like 17M which could be around 1M more or flat over what it does this year. I expect it to do less than that in 2020 which is when I expect the PS5/XB2 to be released. 

So yh..... my numbers are just generally lower than yours. And that pretty much goes out the window if next year its tracking significantly up monthly and ends up having a 20M selling year.



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Acevil said:
Intrinsic said:

Of curse not. By march next year which will be its "first two years" it would have sold around 32M. And unless something greatly changes it will average around 800k sales a month up until around november and december.

So lets not get ahead of ourselves here. 

You really think it will only reach 32 by march? I'm pessimistic about nintendo shipment but only shipping 15 million?

Even Michael Pachter's prediction is higher than that.  



Acevil said:
Intrinsic said:

Of curse not. By march next year which will be its "first two years" it would have sold around 32M. And unless something greatly changes it will average around 800k sales a month up until around november and december.

So lets not get ahead of ourselves here. 

You really think it will only reach 32 by march? I'm pessimistic about nintendo shipment but only shipping 15 million?

Right now (using VGC numbers) the NS is at  24M. Now if for the last 5 weeks of the year it somehow sells 1M per week thats 5M brining its total to 29M by the end f the year. Then come january its back to selling at the normal rate. If it remains flat then we are looking at around 800k/month and if the baseline goes up then say around 1M/month.

I assumed the baseline will go up and that will bring january through march sales to around 3M. Thats how I ended up with 32M, and you think that is pessimistic?

This is looking at how sales has been this year and even making accomodations for the baseline going up next year. And predicting sales of 5M over the last 5 weeks of this year.



Intrinsic said:
Miyamotoo said:

Oh, I forget about GB/GBC combined numbers, I was having on mind passing Wii numbers (101m).

 

But you do realise that Switch only around 1st two years on market would be at around 50% of those numbers?

Of curse not. By march next year which will be its "first two years" it would have sold around 32M. And unless something greatly changes it will average around 800k sales a month up until around november and december.

So lets not get ahead of ourselves here. 

Ship numbers are only official numbers we have, and at end of March 2019. Switch will have around 36-37m shipped units, and around half of number that you mentioned (75-80m).

Keep in mind that all Nintendo numbers are ship (sold to retailers), so predictions for years should be for ship units, espacily when we talking about LT predictions because at end for any console ship units is equal sales units at end.

https://www.nintendo.co.jp/ir/en/finance/hard_soft/index.html

Last edited by Miyamotoo - on 17 December 2018

Shadow1980 said:
Miyamotoo said:

Well at launch lowest price point for Wii U was $299, after that price cut also lowest price point what $299, difference is that Deluxe model received Base model price point while base model was discontinued, but you didnt had lower price point than $299 in any case.

It was technically a price cut, so it still counts. And customers reacted to it like any other price cut, with sales more than doubling over the previous month, and an improved baseline throughout 2014.

Yeah, technically it is, Deluxe model included one game with some other auditions (more memory, more equipment), so you had better value for same price point, but you didn't had lower price point. Talking about baseline, Mario 3D World was launch in November 2013. and Mario Kart 8 launch in May 2014. that gave boost Wii U sales.



Miyamotoo said:
Intrinsic said:

Of curse not. By march next year which will be its "first two years" it would have sold around 32M. And unless something greatly changes it will average around 800k sales a month up until around november and december.

So lets not get ahead of ourselves here. 

Ship numbers are only official numbers we have, and at end of March 2019. Switch will have around 36-37m shipped units, and around half of number that you mentioned (75-80m).

Keep in mind that all Nintendo numbers are ship (sold to retailers), so predictions for years should be for ship units, espacily when we talking about LT predictions because at end for any console ship units is equal sales units at end.

https://www.nintendo.co.jp/ir/en/finance/hard_soft/index.html

oh pls are you kidding me? Why should I be talkin shipped numbers when we are clearly talking sold to consumers. 

I am and have been talking about sold numbers not shipped. And in the same site you linked they have the switch there at 22M or so. I am using VGC numbers like we all have used it for every other platform. And I strongly doubt all the people that have been replying me and putting up FY numbers were talking about shipped numbers either. Or not those are all some really small shipment numbers. 

Look I can't be having to similar but totally different conversations at the same time. I am talking about sold to consumers. You know, the stuff NPD and famitsu tracks. Not shipped numbers simply cause those will always be higher. And its simple... nintendo said they wanna ship 20M for the FY. That will take total shipments to 37M by march 2019. Unless there are adjustments. 

Last edited by Intrinsic - on 17 December 2018