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Forums - Sales Discussion - Global Hardware 16 March 2019

They have been very close since the beggining of the year, with Switch mostly in front. Not to shabby of PS4 still holding on in 6th year, switch doing good even outside of relevant releases.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

Around the Network

2018 thru March 17
PS4-3.38 million
NSW-2.33 million

2018 total
PS4-18.00 million
NSW-16.33 million

2019 thru March 16
PS4-2.70 million (-20.1%)
NSW-2.98 million (+27.9%)

2019 total using current YoY %
PS4-14.38 million
NSW-20.89 million

I have a hard time imagining PS4 being so close to NSW overall this year.



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

Bofferbrauer2 said:
Geralt99 said:
By the end of the year, switch will beat ps4 by a million or 2 which is nothing special considering the popularity and portability factors of switch and the age of ps4.

That would be true if everything stays at the current speed.

But while Switch should accelerate during Summer and boost in Fall with all the announced game releases during that period, and then go into overdrive during the holiday season with Pokemon and probably Animal Crossing this year, PS4 will mostly slowly slide down in sales, even with a 50$ pricecut, and  just boost a lot for Black Friday.

In the end, the difference should be more around 5M, if not even more than that.

5M seems less likely than 2M difference.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

Chrizum said:
Rob5VGC said:
Japan has been the reason why Switch has been selling more than PS4 for weeks this year. It is the difference maker. Take it out or make the Switch numbers equal with PS4 and PS4 would be outselling it every week.

Note: I don't care for the PS4. Just stating the obvious that this is more impressive for PS4 with how old it is.

Same can be said for Europe. In fact, the difference is even bigger in Europe, and you could argue it's the anomaly since in America Switch sells better as well.

I guess he was seeing Japan as more of difference maker because of the percentual gap there is bigger than USA or Europe even if the total difference for Europe is bigger.



duduspace11 "Well, since we are estimating costs, Pokemon Red/Blue did cost Nintendo about $50m to make back in 1996"

http://gamrconnect.vgchartz.com/post.php?id=8808363

Mr Puggsly: "Hehe, I said good profit. You said big profit. Frankly, not losing money is what I meant by good. Don't get hung up on semantics"

http://gamrconnect.vgchartz.com/post.php?id=9008994

Azzanation: "PS5 wouldn't sold out at launch without scalpers."

DonFerrari said:
Bofferbrauer2 said:

That would be true if everything stays at the current speed.

But while Switch should accelerate during Summer and boost in Fall with all the announced game releases during that period, and then go into overdrive during the holiday season with Pokemon and probably Animal Crossing this year, PS4 will mostly slowly slide down in sales, even with a 50$ pricecut, and  just boost a lot for Black Friday.

In the end, the difference should be more around 5M, if not even more than that.

5M seems less likely than 2M difference.

I dont think so based on their current YoY performances up to this point.



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

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DonFerrari said:
Bofferbrauer2 said:

That would be true if everything stays at the current speed.

But while Switch should accelerate during Summer and boost in Fall with all the announced game releases during that period, and then go into overdrive during the holiday season with Pokemon and probably Animal Crossing this year, PS4 will mostly slowly slide down in sales, even with a 50$ pricecut, and  just boost a lot for Black Friday.

In the end, the difference should be more around 5M, if not even more than that.

5M seems less likely than 2M difference.

2M is probably the difference in December alone with Pokemon and Animal Crossing. And even with just Pokemon, it should still do that difference.

Last year the PS4 lagged over 2M behind in December already (2.07M according to VGChartz), so how do you expect this year to do any less than that?

It is quite possible that by October the difference is less than 2M, but during the last 2-3 months the Switch should massively outsell the PS4.



zorg1000 said:
2018 thru March 17
PS4-3.38 million
NSW-2.33 million

2018 total
PS4-18.00 million
NSW-16.33 million

2019 thru March 16
PS4-2.70 million (-20.1%)
NSW-2.98 million (+27.9%)

2019 total using current YoY %
PS4-14.38 million
NSW-20.89 million

I have a hard time imagining PS4 being so close to NSW overall this year.

Using % for all the year is a bad calculation. Just because in those months those were the % doesn't mean when holiday season arrives PS4 will sell 20% less and Switch 30% more than in 2018. It doesn't work that way.

PS4 was selling less during the year last year but when holiday season came, the % difference was more closer. As for Switch, Switch was behind during Jan-Oct 2018 compared to Launch-Oct 2017 and thanks to a way better holiday season it sold 3M more.

I'm pretty sure Switch won't have a 30% better Q3 in 2019 than in 2018, and considering almost half of the sales from Nintendo consoles usually come during that period, you should expect a lot less than 20'9M sold...In my humble opinion, Switch will aim this year to reach 18M sold to consumers, and right now it's on pace of doing it, but we still need more data and time to know what to expect for all the year.

And because holiday season 2019 for PS4 can be similar to 2018, you can expect PS4 being more than 15M too. 

That's what i think will happen.



colafitte said:
zorg1000 said:
2018 thru March 17
PS4-3.38 million
NSW-2.33 million

2018 total
PS4-18.00 million
NSW-16.33 million

2019 thru March 16
PS4-2.70 million (-20.1%)
NSW-2.98 million (+27.9%)

2019 total using current YoY %
PS4-14.38 million
NSW-20.89 million

I have a hard time imagining PS4 being so close to NSW overall this year.

Using % for all the year is a bad calculation. Just because in those months those were the % doesn't mean when holiday season arrives PS4 will sell 20% less and Switch 30% more than in 2018. It doesn't work that way.

PS4 was selling less during the year last year but when holiday season came, the % difference was more closer. As for Switch, Switch was behind during Jan-Oct 2018 compared to Launch-Oct 2017 and thanks to a way better holiday season it sold 3M more.

I'm pretty sure Switch won't have a 30% better Q3 in 2019 than in 2018, and considering almost half of the sales from Nintendo consoles usually come during that period, you should expect a lot less than 20'9M sold...In my humble opinion, Switch will aim this year to reach 18M sold to consumers, and right now it's on pace of doing it, but we still need more data and time to know what to expect for all the year.

And because holiday season 2019 for PS4 can be similar to 2018, you can expect PS4 being more than 15M too. 

That's what i think will happen.

I know, I was giving a general idea of how sales are trending so far, of course they aren't going to be exactly that.

I think you're mixed up about PS4 last year.

Jan-Oct 2017, 13.02m

Nov+Dec 2017, 7.11m

Jan-Oct 2018, 11.71m (-10.1%)

Nov+Dec 2018, 6.29m (-11.6%)

The holidays were down more than non-holiday months.

There is nothing announced for April-October that will change it's current trend as last year had God of War, Spider Man & Red Dead and this year doesnt currently have anything close to their sales potential. There is also zero reason to believe this holiday wont be comfortably down YoY for PS4.

As for Switch I have a hard time believing it will only be up ~10% YoY for the full year when its already up ~28% with the last big title having released 2 months ago. Its lineup from June onward is more stacked than last year and it is heavily rumored to be getting 2 revisions later this year.

It might not be up ~28% for the whole year but anything under 20% would surprise me.



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

zorg1000 said:
colafitte said:

Using % for all the year is a bad calculation. Just because in those months those were the % doesn't mean when holiday season arrives PS4 will sell 20% less and Switch 30% more than in 2018. It doesn't work that way.

PS4 was selling less during the year last year but when holiday season came, the % difference was more closer. As for Switch, Switch was behind during Jan-Oct 2018 compared to Launch-Oct 2017 and thanks to a way better holiday season it sold 3M more.

I'm pretty sure Switch won't have a 30% better Q3 in 2019 than in 2018, and considering almost half of the sales from Nintendo consoles usually come during that period, you should expect a lot less than 20'9M sold...In my humble opinion, Switch will aim this year to reach 18M sold to consumers, and right now it's on pace of doing it, but we still need more data and time to know what to expect for all the year.

And because holiday season 2019 for PS4 can be similar to 2018, you can expect PS4 being more than 15M too. 

That's what i think will happen.

I know, I was giving a general idea of how sales are trending so far, of course they aren't going to be exactly that.

I think you're mixed up about PS4 last year.

Jan-Oct 2017, 13.02m

Nov+Dec 2017, 7.11m

Jan-Oct 2018, 11.71m (-10.1%)

Nov+Dec 2018, 6.29m (-11.6%)

The holidays were down more than non-holiday months.

There is nothing announced for April-October that will change it's current trend as last year had God of War, Spider Man & Red Dead and this year doesnt currently have anything close to their sales potential. There is also zero reason to believe this holiday wont be comfortably down YoY for PS4.

As for Switch I have a hard time believing it will only be up ~10% YoY for the full year when its already up ~28% with the last big title having released 2 months ago. Its lineup from June onward is more stacked than last year and it is heavily rumored to be getting 2 revisions later this year.

It might not be up ~28% for the whole year but anything under 20% would surprise me.

In respect of PS4 i was talking from memory, so maybe i wasn't completely accurate indeed.... But i was referring to the period that Sony considers "Holiday season", around 20 Nov-31 dec.

As for Switch, i must admit is surpassing my expectations as right now. If i remember correctly I expected around 17'5-18'0M in 2019 back in January, so maybe it can do better. But i remind to myself that it has grown a lot mostly this year thanks to Japan, and that Switch, due to a lot of stock left because of Q3 shipments has had a lot of deals everywhere that helped a lot of the sales recently, despite no new big games. That why i want to see what Switch does starting the new fiscal year. So yes, Switch now seems to me more capable to do 18'5-19'0M in 2019 which will be amazingly good, but I will stick to my 17'5-18'0M prediction yet.

And PS4, is more than probable it is going to receive a discount this year or have constant good deals through the year that will help soften the downward trend of sales this year. I don't think it will remain -20% YOY all the year until holiday season. That's why i expect PS4 doing around 15-16M in 2019.

Both consoles are going to do amazingly well this year, respecting their own circunstances.



colafitte said:
zorg1000 said:

I know, I was giving a general idea of how sales are trending so far, of course they aren't going to be exactly that.

I think you're mixed up about PS4 last year.

Jan-Oct 2017, 13.02m

Nov+Dec 2017, 7.11m

Jan-Oct 2018, 11.71m (-10.1%)

Nov+Dec 2018, 6.29m (-11.6%)

The holidays were down more than non-holiday months.

There is nothing announced for April-October that will change it's current trend as last year had God of War, Spider Man & Red Dead and this year doesnt currently have anything close to their sales potential. There is also zero reason to believe this holiday wont be comfortably down YoY for PS4.

As for Switch I have a hard time believing it will only be up ~10% YoY for the full year when its already up ~28% with the last big title having released 2 months ago. Its lineup from June onward is more stacked than last year and it is heavily rumored to be getting 2 revisions later this year.

It might not be up ~28% for the whole year but anything under 20% would surprise me.

In respect of PS4 i was talking from memory, so maybe i wasn't completely accurate indeed.... But i was referring to the period that Sony considers "Holiday season", around 20 Nov-31 dec.

As for Switch, i must admit is surpassing my expectations as right now. If i remember correctly I expected around 17'5-18'0M in 2019 back in January, so maybe it can do better. But i remind to myself that it has grown a lot mostly this year thanks to Japan, and that Switch, due to a lot of stock left because of Q3 shipments has had a lot of deals everywhere that helped a lot of the sales recently, despite no new big games. That why i want to see what Switch does starting the new fiscal year. So yes, Switch now seems to me more capable to do 18'5-19'0M in 2019 which will be amazingly good, but I will stick to my 17'5-18'0M prediction yet.

And PS4, is more than probable it is going to receive a discount this year or have constant good deals through the year that will help soften the downward trend of sales this year. I don't think it will remain -20% YOY all the year until holiday season. That's why i expect PS4 doing around 15-16M in 2019.

Both consoles are going to do amazingly well this year, respecting their own circunstances.

Its grown alot in the US as well, Jan & Feb were both up 30% on a weekly average. Also what do you mean alot of deals everywhere? It has yet to drop below MSRP. They had a couple added value bundles but that's pretty normal to start happening when a console is 2 years old, it has little to do with shipments.

Why are your projections for PS4 factoring in a price cut but they seem to be ignoring a price cut or revision for Switch?



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