CosmicSex said:
Yup that seems to be the case. Do you think Microsoft will be down YoY afte November? |
Down YoY for November for sure. Down YoY YTD is also likely. It's up (world wide) YTD about 300K right now (which includes the -136K for the week of 7 Nov), so Nov would need to be down YoY by over 436K to put Xb one down YoY by the end of Black Friday. The week of 14 Nov Xb one is down by 108K so after 2 weeks in November Xb one is just over half way to that tipping point of going negative YoY. Xb one sold 407K on 22 November week last year. I don't think there is anything that's going to put Xb one terribly close to that number for this year's corresponding week. It is likely to fall short by at least another 100K I would guess. So basically BF week will only need to be down YoY by about 100K for Xb one to go into negative YoY territory.
The NPD PR for Xb one for November is going to be difficult to write. Tomb Raider will hopefully make the top 10 with the 7th gen contributing a few sales to the 8th gen. And hopefully CoD on Xb one will be ahead of PS4 in NPD since quite a lot of BO3 sales on PS4 will be official bundles, which NPD doesn't report as game sales, whereas all the Xb one bundles with CoD are unofficial bundles which NPD will report as game sales. But witht he likely event of PS4 winning November hardware and being up YoY, and Xb one being down YoY, there is not going to be much positive PR that can be written about the hardware situation.
Just seen Shadow's reply re USA situation. It's likely that for NPD MS will be able to report that Xb one is still up YoY in the USA, so that will be positive PR they can point to. But it's likely NPD PR, via Venture beat, will highlight that hardware revenue is substantially down YoY and that will primarily be due to a significant drop in Xb one revenue, which given the base price of Xb one is the same as this time last year means whatever the revenue% drop is also closely represents the hardware unti drop %.
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