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Forums - Sales Discussion - The console market is stabilizing

 

Your view of the competitive landscape as of 2021

Level playing field (all three fairly equal) 20 24.10%
 
Strongly slanted Playstation 8 9.64%
 
Strongly slanted Nintendo 16 19.28%
 
Strongly slanted Microsoft 2 2.41%
 
Strongly slanted Nintendo & Playstation 35 42.17%
 
Strongly slanted Microsoft & Playstation 0 0%
 
Strongly slanted Microsoft & Nintendo 2 2.41%
 
Total:83
The_Liquid_Laser said:
src said:

Then you are an amateur investor at best. Even amateur investors know revenue is marketshare by definition (the amount of market you have captured). Profit is based on your margins.

Keep playing the profits game, while Playstation swallows both Xbox and Nintendo in marketshare irreversibly.

You've lost a lot of money on the stock market haven't you? 

daytrader and gambling are the same thing. 



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99% of people don't have a clue who or what bethesda is let alone know Microsoft just purchased them or what games they make, acquisitions wont instantly change public perception of xbox.



src said:
Agente42 said:

We work only with profits ( real)

Then you are an amateur investor at best. Even amateur investors know revenue is marketshare by definition (the amount of market you have captured). Profit is based on your margins.

Keep playing the profits game, while Playstation swallows both Xbox and Nintendo in marketshare irreversibly.

PlayStation will end up losing its majority marketshare as Nintendo and Microsoft perpetually find new ways to come out on top, while Sony rests on its laurels long enough to lose their position once and for all. They will do good, but their rightful place is last in tie with Microsoft, as they are too reliant on 3rd parties who are already starting to lose their spice. On the VR side, other companies are much more relevant such as Valve and Occulus. The writing is on the wall for PlayStation. If you are investing in them, be prudent with your money. They will inevitably shrink in the coming generations 



if we just look at the US exclusivly, I agree, its going to be an equiblium with a nintendo advantage mitigating by the fact that nintendo combined handheld and consoles.
in japan i don't see even the ps5 doing too well.
in europe this is the first gen PS is going to be really be feeling the heat with the switch having significant market share...



While I think the race between PlayStation and Xbox will be a lot closer this generation, with the XSX/S possibly even winning in North America, the PS5 will still lead globally. PlayStation is simply too strong in Europe, and Xbox is barely a factor in Japan. Even with everything going in the 360's favor, including a decisive victory in the U.S., the PS3 still caught up to it and narrowly passed it globally.

However, the PS5 & XSX/S are new systems, while the Switch is at the mid-point in its life and is doing very well. For 2021, the Switch will unquestionably remain the #1 system by a significant margin in Japan and will almost certainly be #1 in the U.S., though the PS5 has a decent shot of being the #1 system in Europe. Overall, the Switch will almost certainly remain #1 in 2021 globally. 2022 is when we'll see the Switch start to fall behind the PS5.



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With Amazon Luna now also revealed we know about three game streaming services: Googles Stadia, Microsofts XCloud and Amazon Luna. And I think it is highly likely more contestants will enter. Game Streaming offers the convenience of console gaming, without the need to buy into a specific hardware (you still need some hardware, but nothing specific). And the downsides - like latency - may not be as important for some parts of the gaming customer base. So Amazon actually underlines my point: while console gaming as a niche looks secure, the bigger gaming market has become volatile, so that the position of consoles is threatened. I think consoles may be able to prevail, but not without adressing the market changes in some form. These changes may shake up the console market internally, depending on how well each competitor is able to work with the threat. And currently I see that all three are differently positioned towards streaming. Nintendo tries to offer something special, which they probably use to differentiate themself from streaming and trying to carve their own niche. MS itself are going into streaming while keeping consoles around for the moment. Sony is putting their bet on classical console gaming. How this all will work out going forward is yet to be seen. I think streaming may start slow and building momentum in 2021 and 2022. I expect game streaming to become a relevant market segment in 2023 or 2024. Then we will see how this affects console gaming for real.



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The_Liquid_Laser said:
src said:

Then you are an amateur investor at best. Even amateur investors know revenue is marketshare by definition (the amount of market you have captured). Profit is based on your margins.

Keep playing the profits game, while Playstation swallows both Xbox and Nintendo in marketshare irreversibly.

You've lost a lot of money on the stock market haven't you? 

Are you another amateur investor?

Amazon, Tesla, Netflix have been some of most lucrative stocks all while following the same dominance model of thin or negative margins to achieve high revenue and therefore marketshare.

Agente42 said:
The_Liquid_Laser said:

You've lost a lot of money on the stock market haven't you? 

Ok. go to marketshare. 

Year marketshare? Switch wins

Japan market? Switch again.

Comparative market sales? Switch. 

Global Marketshare is revenue:

PS : around $20 billion

MS: around $10 billion

Nintendo : around $10 billion

Like I said. PS is dominating. Nintendo and MS can't even catch up at the rate they are going.

padib said:
src said:

Then you are an amateur investor at best. Even amateur investors know revenue is marketshare by definition (the amount of market you have captured). Profit is based on your margins.

Keep playing the profits game, while Playstation swallows both Xbox and Nintendo in marketshare irreversibly.

PlayStation will end up losing its majority marketshare as Nintendo and Microsoft perpetually find new ways to come out on top, while Sony rests on its laurels long enough to lose their position once and for all. They will do good, but their rightful place is last in tie with Microsoft, as they are too reliant on 3rd parties who are already starting to lose their spice. On the VR side, other companies are much more relevant such as Valve and Occulus. The writing is on the wall for PlayStation. If you are investing in them, be prudent with your money. They will inevitably shrink in the coming generations 

PS4 exclusives outsell nearly every multiplat game on PS4 bar a handful of the most popular (GTA, COD, FIFA). You're living in 2010.

Nowadays PS is a first party powerhouse as well, with titles selling 10-20 million. This is all while getting the majority of third party sales.

PSVR is the best selling VR headset LOL

Remarkable how you were wrong on every statement and still had the confidence to give stock advice lmao



src said:
The_Liquid_Laser said:

You've lost a lot of money on the stock market haven't you? 

Are you another amateur investor?

Amazon, Tesla, Netflix have been some of most lucrative stocks all while following the same dominance model of thin or negative margins to achieve high revenue and therefore marketshare.

Hahah, this is so dumb.  How does dominant marketshare help me as an investor?  It doesn't.  It may make the company look big and impressive and I can still lose money as an investor.  Nothing you say actually matters.

What actually makes money for investors is 1) dividends and 2) increases in stock value.  In the long term both of these are based on profits.  Investors care about profits.  The amateur investors are actually the ones that invest in a company just because it's big.  It's quite possible to make a lot more money on smaller companies as long as the small companies make a good profit per share.

And all of this ignores the fact that when Netflix started they were a small company renting out movies via the mail.  They had high profits and a low marketshare.  Literally, every part of your argument is terrible, lol.  That takes talent.



The_Liquid_Laser said:
src said:

Are you another amateur investor?

Amazon, Tesla, Netflix have been some of most lucrative stocks all while following the same dominance model of thin or negative margins to achieve high revenue and therefore marketshare.

Hahah, this is so dumb.  How does dominant marketshare help me as an investor?  It doesn't.  It may make the company look big and impressive and I can still lose money as an investor.  Nothing you say actually matters.

What actually makes money for investors is 1) dividends and 2) increases in stock value.  In the long term both of these are based on profits.  Investors care about profits.  The amateur investors are actually the ones that invest in a company just because it's big.  It's quite possible to make a lot more money on smaller companies as long as the small companies make a good profit per share.

And all of this ignores the fact that when Netflix started they were a small company renting out movies via the mail.  They had high profits and a low marketshare.  Literally, every part of your argument is terrible, lol.  That takes talent.

Nintendo is the most valuable Japanese company. Profits, dividends, etc.



Mnementh said:

With Amazon Luna now also revealed we know about three game streaming services: Googles Stadia, Microsofts XCloud and Amazon Luna. And I think it is highly likely more contestants will enter. Game Streaming offers the convenience of console gaming, without the need to buy into a specific hardware (you still need some hardware, but nothing specific). And the downsides - like latency - may not be as important for some parts of the gaming customer base. So Amazon actually underlines my point: while console gaming as a niche looks secure, the bigger gaming market has become volatile, so that the position of consoles is threatened. I think consoles may be able to prevail, but not without adressing the market changes in some form. These changes may shake up the console market internally, depending on how well each competitor is able to work with the threat. And currently I see that all three are differently positioned towards streaming. Nintendo tries to offer something special, which they probably use to differentiate themself from streaming and trying to carve their own niche. MS itself are going into streaming while keeping consoles around for the moment. Sony is putting their bet on classical console gaming. How this all will work out going forward is yet to be seen. I think streaming may start slow and building momentum in 2021 and 2022. I expect game streaming to become a relevant market segment in 2023 or 2024. Then we will see how this affects console gaming for real.

Exactly.  Not every game is an action game.  Turn based RPGs play just fine even with a little lag.  Adventure games and turn based strategy games also play just fine with a little lag.  But let me be even more specific than that: Elder Scrolls games play just fine even with some latency issues.  Fans can enjoy Elder Scrolls 6 just as much on xCloud as they can on a traditional console.

I even think there are some genres that would be better on a streaming service.  I am waiting for one of these big streaming services to develop their own hit battle royale game.  I bet these streaming services could handle battle royale games even better than the current way of doing things.