360 Numbers don't add up!

[Monty]

ICStats said: Sorry, I am re-starting this thread because for some reason I could not read my replies to the original. There's something in a post on that thread that is breaking the forum.. First a myth to clear up, NPD adds in an estimate for Walmart and other stores which they don't collect hard sales numbers from. You can find this information in this document Understanding NPD's Point of Sale Data http://www.adobe.com/macromedia/ir/macr/whitepapers/npd_pos.pdf Second I'll summarize the info we have. NPD sales in NA through end of October were 3.2 million. Early estimates of sales in NA through November & December are 2 million. It should be noted I'd say that is an over-estimate, but I'll keep it for this exercise. So total we expect through the end of year in NA is about 5.2 million. Estimate in Japan until a week ago was 280k. I would guess it's around 300k at end of December. Rest of world hisorically sold 45% of NA (from Microsoft historical information). 45% of 5.2 million is 2.34 million. Add it all together we get 5.2 + 0.3 + 2.34 = 7.84 million I would however include some margin of error like 10%, would give us a number of 7.9 million +/- 800k. If Microsoft hit its target of 'shipping' 10 million consoles by end of year, I would say selling between 7.9 and 8.7 million consoles through to consumers is a fairly plausible and respectable sellthrough (obviously they have not sold all since shops are bulging with consoles). Correct me if I got something wrong. ... now if you want a serious example of numbers that don't add up try PS3 on nexgenwars.com. They claim 858,000 PS3s worldwide. We saw about 200k in NA during November. We saw about 400k in Japan until one week ago. Probably close to 500k now. Put it together, they are saying only 158k in NA in December which is completely outside of conceivable reality. nexgenwars.com is Microsoft FUD.

There are some serious errors in your computations. First off, NPD is for the US only... it does not include all of NA. The 3.2 million figure you are citing through Oct does not include Canada and Mexico figures AT ALL. Secondly, the 2 million NPD number for Nov and Dec is NOT likely to be an overestimate. If you'll familiarize yourself with past Xmas holiday seasons, you'll find that the Xbox 1 did around 1.6 million in those two months nearly every holiday season. Add in an extra 400k for the rest of NA, and the Xbox 360 should EASILy get to 2 million. I'll restate my numbers from the previous post. These should be the numbers: - The NPD number of 3.2 million from Nov 05-Oct 06 (US ONLY) - The NPD number of 2 million from Nov 1st to Dec 25th for NA - My estimate of 1.5 million for the rest of NA from Nov 05 to Oct 06 (NPD data does not include this) - vgcharts estimate of the rest of the world from Nov 05 to Dec 06 of 2.76 million Those add up to about 9.4 million... which again, is in line with most expert analyst's opinion, and MS's own financial statements. 7.9 million is just plain goofy, and is not rooted in any common sense whatsoever.