Black Friday Week USA. PS5 #1, Switch 2 #2, Nex Playground #3

[PAOerfulone]

Seeing a little bit of concern bordering on "cliff" talk in regard to Switch 2 and astonishment over the PS5's sales.
Guys, let's dial it back a little bit, alright. Take a chill pill.

Considering how aggressive Sony was with their Black Friday deals, I would certainly hope PS5 was #1 in November. We'll see just HOW big the numbers are soon enough, but these results shouldn't really come as a surprise if you're paying attention and know your sales history.

This is par the status quo: Sony gets aggressive with deals and discounts and they dominate November, while Nintendo is content with keeping things simple and letting the increases happen naturally. Then when December/Christmas rolls around, Sony kind of levels out or has a moderate increase, while Nintendo skyrockets. We've seen this movie time and time again; And this one in particular as a very similar plot to 2017.

Specifically, Nov/Dec 2017 when the PS4 was in its prime and the Switch 1 was the new kid in town.
In Nov 2017- Sony did the exact same thing where they had an aggressive Black Friday deal where the PS4 was sold for just $199 and Nintendo didn't do a damn thing and just rode the Switch 1's natural $299 price point. The PS4 outsold Switch 1 by a 2:1 ratio in the US AND Worldwide.

And that was WITH 3D Mario - Super Mario Odyssey had JUST released DAYS before the start of November on Oct 27, 2017.

Then in Dec 2017, the PS4 only increased minimally worldwide (3.5m to 3.9m) and even dropped in the US by almost 600k (1.65m to 1.07m), leaving Europe, Japan, and the Rest of the World to pick up the slack; Meanwhile Switch 1 absolutely exploded to almost 2x the sales in the US (816k to 1.46m) and nearly ~2.5x worldwide (1.7m to 4.28m).

It's literally Holiday 2017 all over again - with some notable differences:

- Consider how supply constrained the PS5 was at the start of its life cycle, it shouldn't be surprising that it's selling at such huge levels as the people who wanted one in the beginning can now get one + the drastic decline of Xbox leading to more sales.
- Also consider Switch 2 has been absolutely lapping Switch 1, launches aligned and surpassing even Nintendo's expectations. They revised their forecast last Earnings Release from 15m to 19m for the Fiscal Year, remember that? And I'd be willing to bet my next paycheck they're going to revise it again in their next Earnings Release and that their next forecast will be closer to 25 million than 19 million.

TL:DR - This is absolutely impressive for Sony and the PS5, but this is hardly any cause for concern for Nintendo and Switch 2. We've seen this story play out before and the ending will be no different.

Last edited by PAOerfulone - 20 hours ago