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Forums - Sales - Hardware charts updated 31st October

riecsou said:
So that 140K is for the Halo week launch, but the 1TB Halo Bundle was launched on the 20th of October. So that will mean that the week before was even stronger for Xbox One in the US.

Given VGC has the whole month for Xb one at just 295K I can't imagine they have the week of the 20th being all that big. You've basically got 155K of console sales to split across 3 weeks. If you gave 100K to the week of the 20th, that would make the previous 2 weeks just 27.5K a piece, averaged. I dunno, maybe Xb one slumped for 2 weeks before Halo 5. You could expect a dip for a week or two before a game as big as Halo 5 launches. But not that much. I also doubt the 20th week is higer than the actual Halo launch week. I'd be more inclined to give the 20th week 70-80K and the previous 2 weeks at least 40K.

That's assuming VGC isn't undertracking by a large amount. Add another 50K to the Xb one US monthly total and you can  have 2 weeks over 100K for the Halo effect. And pretty much a tie for October between PS4 and Xb one.



“The fundamental cause of the trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt.” - Bertrand Russell

"When the power of love overcomes the love of power, the world will know peace."

Jimi Hendrix

 

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binary solo said:
Intrinsic said:

wow!!!! so vgc numbers are even worse than I thought???!!!!

Actually I don't think they are as bad as people think. Sure VGC could be undertracking by 1.5 million. But it's also possible Sony is building up plentiful stock to guarantee no shortages for the holidays. I think the time to really assess VGCs tracking is when the December Q shipments get announced. You should expect sell-in LTD and sell through LTD to be fairly close if Sony was able to manage its stock. Right now >2 million in the retail channels (which will include retailer distribution centres, not shop floors) isn't completely unrealistic for this time of year. PS4 just had 2 months selling >1 million consoles (Sept and Oct). So at this time of year 2 million in the retail channels is only ~8 weeks of forward supply. Is 8 weeks forward supply really that outrageous? Doesn't seem that unreasonable to me.

ExactlY!

Don't be hesintant ,say it with confidece...

It's very reasonable, I said it first in the thread about ps4 shipping 29.3m units...

Look:

NewGuy said:

tak13 said:


Newguy you should first take into account the selling pace of a console to assume how much is the stock of it... 

It would be weird for 2.8m on the shelves (you never know) , I agree, but  2m isn't irrational, and sometimes companies overstuffing the channels! :P XBOX360 was used to have 2m on the shelves, that is proven!

You're implying that there are 1m on the shelves, that's way  low for a console that sells like ps4, this  is what 3DS has in its fourth year and ps4 ships the triple numbers...

SWORDF1SH said:
Lawlight said:
Now we know what well over 25M means - 29.3M.

I would say that they are 30M+ now, with about 29M in consumer hands.

tak13 said:

 

1m stock is very low for a console selling like ps4!

It might be selling 200k a week, with only 1m stock we would already have heard news about ps4 stock problems...

1m+ seems to be the stock of 3DS (based on a extrapolation with shipments/sale comparison in its best selling territory) that is in it's fourth year and sells 100k a week and ps4 shipped the triple numbers of what 3DS did in last quarter...    

 

What do you think about these?



Wagram said:
I've been predicting that Microsoft takes October NPD, but doesn't take November, December, or Worldwide in any of those months. I think i'm on track.

It's almost a guarantee that Microsoft won't take Worldwide, ever, this gen.  They rely too heavily on the US market to fulfill make up for Europe/Asia/RoW, and they can't even get that the vast majority of the time.



I think X11 would have done 275k or more had the halo bundle not came out the week before.



Halo MCC will sell 5+ million copies(including digital)

halo 5 will sell 10 million copies(including digital)

x1 will pass ps4 in USA, and UK.

binary solo said:
riecsou said:
So that 140K is for the Halo week launch, but the 1TB Halo Bundle was launched on the 20th of October. So that will mean that the week before was even stronger for Xbox One in the US.

Given VGC has the whole month for Xb one at just 295K I can't imagine they have the week of the 20th being all that big. You've basically got 155K of console sales to split across 3 weeks. If you gave 100K to the week of the 20th, that would make the previous 2 weeks just 27.5K a piece, averaged. I dunno, maybe Xb one slumped for 2 weeks before Halo 5. You could expect a dip for a week or two before a game as big as Halo 5 launches. But not that much. I also doubt the 20th week is higer than the actual Halo launch week. I'd be more inclined to give the 20th week 70-80K and the previous 2 weeks at least 40K.

That's assuming VGC isn't undertracking by a large amount. Add another 50K to the Xb one US monthly total and you can  have 2 weeks over 100K for the Halo effect. And pretty much a tie for October between PS4 and Xb one.

If I recall correctly Xbox One was doing horribly in the first two weeks on the amazon thread. Even though the Halo bundle was not doing too good for the first 2 weeks. From the amazon thread we have:

Week 1 (Oct. 5 - 11)

PS4 Destiny bundle: #22
PS4 LE Star Wars bundle: #23*
PS4 TLoU bundle: #25
PS4 NDC bundle: #36
XBO Halo 5 bundle: #38
PS4 LE COD bundle: #57*
New 3DS XL: #88
XBO Madden bundle: #91
XBO Gears bundle: #96

Week 2 (Oct. 12 - 18)

XBO Halo 5 bundle: #19
PS4 TLoU bundle: #26
PS4 NDC bundle: #30
PS4 LE Star Wars bundle: #40*
PS4 COD bundle: #59*
XBO Forza bundle: #89
New 3DS XL: #92

Week 3 Oct. 19 - 25)

PS4 NDC bundle: #13
XBO Halo 5 bundle: #22
PS4 LE Star Wars bundle: #28*
PS4 COD bundle: #50*
PS4 Basic Star Wars bundle: #65*
XBO Gears bundle: #67
XBO Forza bundle: #100

Week 4 (Oct. 26 - Nov. 1)

PS4 NDC bundle: #11
PS4 COD bundle: #19*
XBO Kinect bundle: #23
PS4 LE Star Wars bundle: #24*
XBO Halo 5 bundle: #42
PS4 Basic Star Wars bundle: #49*
XBO Gears bundle: #46
XBO Fallout 4 bundle: #66
XBO Madden bundle: #68
XBO Forza bundle: #86
New 3DS XL: #91

In week 1, the bundles that would have counted for the week are at 91 and 96. For week 2 the bundle that would have counted are at 89.

Even amazon "suggest" that week 1 and 2 were probably weak. But with the pre order for the Halo Bundle, to me it feels like week 3 might have been bigger than week 4 or closer than 100k vs 140k



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tak13 said:
binary solo said:
Intrinsic said:

wow!!!! so vgc numbers are even worse than I thought???!!!!

Actually I don't think they are as bad as people think. Sure VGC could be undertracking by 1.5 million. But it's also possible Sony is building up plentiful stock to guarantee no shortages for the holidays. I think the time to really assess VGCs tracking is when the December Q shipments get announced. You should expect sell-in LTD and sell through LTD to be fairly close if Sony was able to manage its stock. Right now >2 million in the retail channels (which will include retailer distribution centres, not shop floors) isn't completely unrealistic for this time of year. PS4 just had 2 months selling >1 million consoles (Sept and Oct). So at this time of year 2 million in the retail channels is only ~8 weeks of forward supply. Is 8 weeks forward supply really that outrageous? Doesn't seem that unreasonable to me.

ExactlY!

Don't be hesintant ,say it with confidece...

It's very reasonable, I said it first in the thread about ps4 shipping 29.3m units...

Look:

NewGuy said:

tak13 said:


Newguy you should first take into account the selling pace of a console to assume how much is the stock of it... 

It would be weird for 2.8m on the shelves (you never know) , I agree, but  2m isn't irrational, and sometimes companies overstuffing the channels! :P XBOX360 was used to have 2m on the shelves, that is proven!

You're implying that there are 1m on the shelves, that's way  low for a console that sells like ps4, this  is what 3DS has in its fourth year and ps4 ships the triple numbers...

SWORDF1SH said:
Lawlight said:
Now we know what well over 25M means - 29.3M.

I would say that they are 30M+ now, with about 29M in consumer hands.

tak13 said:

 

1m stock is very low for a console selling like ps4!

It might be selling 200k a week, with only 1m stock we would already have heard news about ps4 stock problems...

1m+ seems to be the stock of 3DS (based on a extrapolation with shipments/sale comparison in its best selling territory) that is in it's fourth year and sells 100k a week and ps4 shipped the triple numbers of what 3DS did in last quarter...    

 

What do you think about these?

Yes, I read most of that back in the 29.3 million thread. And I more or less said similar things. I think 2.8 million in the retail channels as at 30 Sept is on the high side, but only 500K or so, certainly not outrageously out of whack like some people seem to be suggesting.

I always prefer VGC to under estimate sales anyway, if they do that then you will never get the ridiculous (but statistically valid) situation of the hardware sell through LTD on VGC being higher than the hardware sell-in LTD according to the company's own financial reports. And it is always better if the fanbase is able to say "Awesome, my favoiurite console is doing even better than I thought", than for the haters to have ammunition to talk shit when overtracking is involved.

People should also remember that a 1 million LTD error for PS4 only represents only a 3.6% error, and I personally think any LTD that is within 5% of actual is a reasonable performance level for VGC, considering it only ever presents itself as estimating sales. And I think end of Septmber numbers show that PS4 is not undertracked by more than 1 million.

There's an interesting project management costing tool that I wonder how good it would be for estimating hardware sales. A group of people write down their estimates for a project's costs. The group then looks at each estimate, the person with the highest estimate has to explain their estimate and the person with the lowest estimate has to exoplain their estimate, and then everyone does another round of estimates and reiterate the process until everyone estimates the same number. This has proven to be quite a reliable method of determing budgets for projects. It would be almost impossible to do in a virtual environment, but I wonder how well it would work for estimating weekly hardware sales from quarter to quarter. We generally know enough about quarterly shipment patterns to know roughly how many consoles will be shipped in any given quarter. So could a small group of self-appointed sales geeks come up with weekly numbers that cumulatively accurately align with quarterly shipments?



“The fundamental cause of the trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt.” - Bertrand Russell

"When the power of love overcomes the love of power, the world will know peace."

Jimi Hendrix

 

riecsou said:
binary solo said:

Given VGC has the whole month for Xb one at just 295K I can't imagine they have the week of the 20th being all that big. You've basically got 155K of console sales to split across 3 weeks. If you gave 100K to the week of the 20th, that would make the previous 2 weeks just 27.5K a piece, averaged. I dunno, maybe Xb one slumped for 2 weeks before Halo 5. You could expect a dip for a week or two before a game as big as Halo 5 launches. But not that much. I also doubt the 20th week is higer than the actual Halo launch week. I'd be more inclined to give the 20th week 70-80K and the previous 2 weeks at least 40K.

That's assuming VGC isn't undertracking by a large amount. Add another 50K to the Xb one US monthly total and you can  have 2 weeks over 100K for the Halo effect. And pretty much a tie for October between PS4 and Xb one.

If I recall correctly Xbox One was doing horribly in the first two weeks on the amazon thread. Even though the Halo bundle was not doing too good for the first 2 weeks. From the amazon thread we have:

Week 1 (Oct. 5 - 11)

PS4 Destiny bundle: #22
PS4 LE Star Wars bundle: #23*
PS4 TLoU bundle: #25
PS4 NDC bundle: #36
XBO Halo 5 bundle: #38
PS4 LE COD bundle: #57*
New 3DS XL: #88
XBO Madden bundle: #91
XBO Gears bundle: #96

Week 2 (Oct. 12 - 18)

XBO Halo 5 bundle: #19
PS4 TLoU bundle: #26
PS4 NDC bundle: #30
PS4 LE Star Wars bundle: #40*
PS4 COD bundle: #59*
XBO Forza bundle: #89
New 3DS XL: #92

Week 3 Oct. 19 - 25)

PS4 NDC bundle: #13
XBO Halo 5 bundle: #22
PS4 LE Star Wars bundle: #28*
PS4 COD bundle: #50*
PS4 Basic Star Wars bundle: #65*
XBO Gears bundle: #67
XBO Forza bundle: #100

Week 4 (Oct. 26 - Nov. 1)

PS4 NDC bundle: #11
PS4 COD bundle: #19*
XBO Kinect bundle: #23
PS4 LE Star Wars bundle: #24*
XBO Halo 5 bundle: #42
PS4 Basic Star Wars bundle: #49*
XBO Gears bundle: #46
XBO Fallout 4 bundle: #66
XBO Madden bundle: #68
XBO Forza bundle: #86
New 3DS XL: #91

In week 1, the bundles that would have counted for the week are at 91 and 96. For week 2 the bundle that would have counted are at 89.

Even amazon "suggest" that week 1 and 2 were probably weak. But with the pre order for the Halo Bundle, to me it feels like week 3 might have been bigger than week 4 or closer than 100k vs 140k

I'm inclined to think that VGC has lowballed Xb oe sales in the USA for October, as I seriously doubt early Oct numbers dropped below 30K per week, and that just does not leave enough consoles to fill what should have been a fairly big week for 18-24 Oct. Even if it was a lower week than actual launch week, it's still going to be a very big week.



“The fundamental cause of the trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt.” - Bertrand Russell

"When the power of love overcomes the love of power, the world will know peace."

Jimi Hendrix

 

Man your chart makes no sense for the PS4 numbers, we know Sony sold 29.3 million units as of Sept 30th!... you show them at 27.7 a month later...



binary solo said:
riecsou said:

If I recall correctly Xbox One was doing horribly in the first two weeks on the amazon thread. Even though the Halo bundle was not doing too good for the first 2 weeks. From the amazon thread we have:

Week 1 (Oct. 5 - 11)

PS4 Destiny bundle: #22
PS4 LE Star Wars bundle: #23*
PS4 TLoU bundle: #25
PS4 NDC bundle: #36
XBO Halo 5 bundle: #38
PS4 LE COD bundle: #57*
New 3DS XL: #88
XBO Madden bundle: #91
XBO Gears bundle: #96

Week 2 (Oct. 12 - 18)

XBO Halo 5 bundle: #19
PS4 TLoU bundle: #26
PS4 NDC bundle: #30
PS4 LE Star Wars bundle: #40*
PS4 COD bundle: #59*
XBO Forza bundle: #89
New 3DS XL: #92

Week 3 Oct. 19 - 25)

PS4 NDC bundle: #13
XBO Halo 5 bundle: #22
PS4 LE Star Wars bundle: #28*
PS4 COD bundle: #50*
PS4 Basic Star Wars bundle: #65*
XBO Gears bundle: #67
XBO Forza bundle: #100

Week 4 (Oct. 26 - Nov. 1)

PS4 NDC bundle: #11
PS4 COD bundle: #19*
XBO Kinect bundle: #23
PS4 LE Star Wars bundle: #24*
XBO Halo 5 bundle: #42
PS4 Basic Star Wars bundle: #49*
XBO Gears bundle: #46
XBO Fallout 4 bundle: #66
XBO Madden bundle: #68
XBO Forza bundle: #86
New 3DS XL: #91

In week 1, the bundles that would have counted for the week are at 91 and 96. For week 2 the bundle that would have counted are at 89.

Even amazon "suggest" that week 1 and 2 were probably weak. But with the pre order for the Halo Bundle, to me it feels like week 3 might have been bigger than week 4 or closer than 100k vs 140k

I'm inclined to think that VGC has lowballed Xb oe sales in the USA for October, as I seriously doubt early Oct numbers dropped below 30K per week, and that just does not leave enough consoles to fill what should have been a fairly big week for 18-24 Oct. Even if it was a lower week than actual launch week, it's still going to be a very big week.

Yes it does feel like the sales should be more than what we are seeing for the month for Xbox One



alabtrosMyster said:

Man your chart makes no sense for the PS4 numbers, we know Sony sold 29.3 million units as of Sept 30th!... you show them at 27.7 a month later...

Sony shipped 29.3 million. Actual retail sales will be lower than that, and the gap will be pretty big heading into the holidayts compared to other times of year. The discrepancy is not as large or as bad as you think.



“The fundamental cause of the trouble is that in the modern world the stupid are cocksure while the intelligent are full of doubt.” - Bertrand Russell

"When the power of love overcomes the love of power, the world will know peace."

Jimi Hendrix