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Forums - Sales Discussion - Global Hardware 12 January 2019

Nate4Drake said:
curl-6 said:

I don't understand why anyone would defend a strategy of going months and months on end without any big games to spur hardware sales.

PS4 is down almost 20% YOY with these numbers. RE2/KH3 will cause a spike but that likely won't be enough to arrest the downward YOY trend for more than a week or two.

We will see.  Talking about "% down YOY" after a week and half in 2019 can't represent the whole picture in 2019. Let's wait and see.  Switch was surfing the wave of the most casual month of all, which is December, let's see what happens when figures stabilize, and it's already happening.  NS week ending 22 Dec 2018 : 1,546K(PS4 789K) week ending 29 Dec 2018 : 848K(PS4 502K), week ending 5 Jan 2019 : 449K(PS4 356K), week ending 12 Jan 2019 : 252K(PS4 221K);    the trend of Switch is selling 55% , 53% , 56% the amount of the previous week in the above mentioned weeks, while PS4 64%, 71%, , 62%. Switch is slowing down like a rocket, more than PS4, as it has got the maximum boost from Dec, the "month of casual gamers".   I'm more than sure that right now PS4 is on top worldwide, and it will be for many many weeks up to Nov 2019. It will be a bit down YOY ?  It doesn't matter if PS4 will be slighty down YOY in 2019, it does matter that PS4 will make other 17M in 2019, keeping sales healthy and steady, after 6 years from release, which is a miracle if you ask me. 

The holiday shopping season in general is "casual" season and the difference in Dec to Jan decline can be explained by 3 things.

1. Black Friday. In the US PS4 had the Spider Man bundle that was $100 under MSRP for a week and had no deals in December. On the other hand Switch had a decent Mario Kart bundle but it was only for 1 day and did not go under MSRP.

2. Games. The 2 biggest holiday games for PS4,  Red Dead 2 & Black Ops 4, released in mid-late Oct. The 2 biggest holiday games for NSW, Pokemon & Smash, released in mid Nov-early Dec.

3. Japan. The holiday shopping season starts later in Japan and since this region makes up less than 10% of PS4 sales and close to 25% of Switch sales, of course Switch will benefit more.

These three things are what cause PS4 & NSW to have different Nov to Dec to Jan fluctuations, it has nothing to do with Dec being "casual month" and the fact you even came to that conclusion shows you really dont know how to look at and analyze data.

 

And no PS4 will not sell 17 million this year.



When the herd loses its way, the shepard must kill the bull that leads them astray.

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zorg1000 said:
Nate4Drake said:

We will see.  Talking about "% down YOY" after a week and half in 2019 can't represent the whole picture in 2019. Let's wait and see.  Switch was surfing the wave of the most casual month of all, which is December, let's see what happens when figures stabilize, and it's already happening.  NS week ending 22 Dec 2018 : 1,546K(PS4 789K) week ending 29 Dec 2018 : 848K(PS4 502K), week ending 5 Jan 2019 : 449K(PS4 356K), week ending 12 Jan 2019 : 252K(PS4 221K);    the trend of Switch is selling 55% , 53% , 56% the amount of the previous week in the above mentioned weeks, while PS4 64%, 71%, , 62%. Switch is slowing down like a rocket, more than PS4, as it has got the maximum boost from Dec, the "month of casual gamers".   I'm more than sure that right now PS4 is on top worldwide, and it will be for many many weeks up to Nov 2019. It will be a bit down YOY ?  It doesn't matter if PS4 will be slighty down YOY in 2019, it does matter that PS4 will make other 17M in 2019, keeping sales healthy and steady, after 6 years from release, which is a miracle if you ask me. 

The holiday shopping season in general is "casual" season and the difference in Dec to Jan decline can be explained by 3 things.

1. Black Friday. In the US PS4 had the Spider Man bundle that was $100 under MSRP for a week and had no deals in December. On the other hand Switch had a decent Mario Kart bundle but it was only for 1 day and did not go under MSRP.

2. Games. The 2 biggest holiday games for PS4,  Red Dead 2 & Black Ops 4, released in mid-late Oct. The 2 biggest holiday games for NSW, Pokemon & Smash, released in mid Nov-early Dec.

3. Japan. The holiday shopping season starts later in Japan and since this region makes up less than 10% of PS4 sales and close to 25% of Switch sales, of course Switch will benefit more.

These three things are what cause PS4 & NSW to have different Nov to Dec to Jan fluctuations, it has nothing to do with Dec being "casual month" and the fact you even came to that conclusion shows you really dont know how to look at and analyze data.

 

And no PS4 will not sell 17 million this year.

I still think Dec being a more casual month might affect a more casual/family console. 2nd, don't pretend your opinion weights more than the opinions of other members simply because you spend your life checking charts. You do not have a crystal ball, so you can't say :"And no PS4 will not sell 17 million this year"



”Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience, and the passion to reach for the stars to change the world.”

Harriet Tubman.

Nate4Drake said:

I still think Dec being a more casual month might affect a more casual/family console. 2nd, don't pretend your opinion weights more than the opinions of other members simply because you spend your life checking charts. You do not have a crystal ball, so you can't say :"And no PS4 will not sell 17 million this year"

He's right, PS4 will sell 16,9 million this year.



DélioPT said:
zorg1000 said:

Nope, just a vague Spring release so any time in Q2 is possible.

Thanks!

For some reason i must have read that as April.

April is probable due to Goldenweek, but like Zorg said there's nothing official yet



Nate4Drake said:
zorg1000 said:

The holiday shopping season in general is "casual" season and the difference in Dec to Jan decline can be explained by 3 things.

1. Black Friday. In the US PS4 had the Spider Man bundle that was $100 under MSRP for a week and had no deals in December. On the other hand Switch had a decent Mario Kart bundle but it was only for 1 day and did not go under MSRP.

2. Games. The 2 biggest holiday games for PS4,  Red Dead 2 & Black Ops 4, released in mid-late Oct. The 2 biggest holiday games for NSW, Pokemon & Smash, released in mid Nov-early Dec.

3. Japan. The holiday shopping season starts later in Japan and since this region makes up less than 10% of PS4 sales and close to 25% of Switch sales, of course Switch will benefit more.

These three things are what cause PS4 & NSW to have different Nov to Dec to Jan fluctuations, it has nothing to do with Dec being "casual month" and the fact you even came to that conclusion shows you really dont know how to look at and analyze data.

 

And no PS4 will not sell 17 million this year.

I still think Dec being a more casual month might affect a more casual/family console. 2nd, don't pretend your opinion weights more than the opinions of other members simply because you spend your life checking charts. You do not have a crystal ball, so you can't say :"And no PS4 will not sell 17 million this year"

Yes, an opinion that is backed up by logic and reasoning holds more weight than the one backed by random generalizations pulled out of thin air.

And I dont need a crystal ball to know PS4 will drop more than ~5.5% in year 6.



When the herd loses its way, the shepard must kill the bull that leads them astray.

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curl-6 said:
DélioPT said:

I lost at how many times i was criticized for questioning Nintendo's strategy of releases…

I don't understand why anyone would defend a strategy of going months and months on end without any big games to spur hardware sales.

 

 

From what i have read, these are the arguments i have seen: a) that it doesn't matter because Switch is selling so well, b) just look at the amount of games, Switch doesn't need more and c) everything Nintendo does is great, therefore you (in this case, me) are wrong.



Bofferbrauer2 said:
DélioPT said:

Thanks!

For some reason i must have read that as April.

April is probable due to Goldenweek, but like Zorg said there's nothing official yet

Thanks for the explanation!



Nate4Drake said:
curl-6 said:

I don't understand why anyone would defend a strategy of going months and months on end without any big games to spur hardware sales.

PS4 is down almost 20% YOY with these numbers. RE2/KH3 will cause a spike but that likely won't be enough to arrest the downward YOY trend for more than a week or two.

We will see.  Talking about "% down YOY" after a week and half in 2019 can't represent the whole picture in 2019. Let's wait and see.  Switch was surfing the wave of the most casual month of all, which is December, let's see what happens when figures stabilize, and it's already happening.  NS week ending 22 Dec 2018 : 1,546K(PS4 789K) week ending 29 Dec 2018 : 848K(PS4 502K), week ending 5 Jan 2019 : 449K(PS4 356K), week ending 12 Jan 2019 : 252K(PS4 221K);    the trend of Switch is selling 55% , 53% , 56% the amount of the previous week in the above mentioned weeks, while PS4 64%, 71%, , 62%. Switch is slowing down like a rocket, more than PS4, as it has got the maximum boost from Dec, the "month of casual gamers".   I'm more than sure that right now PS4 is on top worldwide, and it will be for many many weeks up to Nov 2019. It will be a bit down YOY ?  It doesn't matter if PS4 will be slighty down YOY in 2019, it does matter that PS4 will make other 17M in 2019, keeping sales healthy and steady, after 6 years from release, which is a miracle if you ask me. 

Strongly doubt PS4 can reach that. By end of this month PS4 will be behind last year by almost 500K in Japan alone, and if the NPD prediction tool is anywhere close to correct then neither KH3 or RE2 did anything to boost the sales, and Switch was in front every single day on the January chart there.

In other words, I fear PS4 is slowing down much more than you're expecting, and new games, even acclaimed and well-selling ones like KH3, don't bring enough substantial boosts anymore.



Nate4Drake said:
zorg1000 said:

The holiday shopping season in general is "casual" season and the difference in Dec to Jan decline can be explained by 3 things.

1. Black Friday. In the US PS4 had the Spider Man bundle that was $100 under MSRP for a week and had no deals in December. On the other hand Switch had a decent Mario Kart bundle but it was only for 1 day and did not go under MSRP.

2. Games. The 2 biggest holiday games for PS4,  Red Dead 2 & Black Ops 4, released in mid-late Oct. The 2 biggest holiday games for NSW, Pokemon & Smash, released in mid Nov-early Dec.

3. Japan. The holiday shopping season starts later in Japan and since this region makes up less than 10% of PS4 sales and close to 25% of Switch sales, of course Switch will benefit more.

These three things are what cause PS4 & NSW to have different Nov to Dec to Jan fluctuations, it has nothing to do with Dec being "casual month" and the fact you even came to that conclusion shows you really dont know how to look at and analyze data.

 

And no PS4 will not sell 17 million this year.

I still think Dec being a more casual month might affect a more casual/family console. 2nd, don't pretend your opinion weights more than the opinions of other members simply because you spend your life checking charts. You do not have a crystal ball, so you can't say :"And no PS4 will not sell 17 million this year"

Ps4 lineup is clearly worst than last year, and saturation will kick in. It won’t reach 17 million 



Although PS4 is doing brilliantly, 2019 is NSW year.

A price cut may help putting PS4 on leadership for some weeks tho.

NSW vs PS4 will be boring this year.



God bless You.

My Total Sales prediction for PS4 by the end of 2021: 110m+

When PS4 will hit 100m consoles sold: Before Christmas 2019

There were three ravens sat on a tree / They were as blacke as they might be / The one of them said to his mate, Where shall we our breakfast take?