I don't think digital is big enough to off set the decline on COD numbers .
Yes i sure we are missing some sales and i would love to see the data for it .
But we are looking at a decline of millions of units .
I think a game like COD favors digital quite a bit more then you'd think, its a game someone plays for a year strait till the next one hits, might as well buy digital and always have it on the hdd.
Here are my impressions that I've taken away from discussing CoD sales with lots of people:
1) Digital share is indeed rising with CoD every year. But that doesn't mean NPD isn't totally irrelevant. Maybe 10 years from now, but not in 2014-2015.
2) There is still a decline when you factor in digital. CoD didn't grow last year. That's worrisome for ATVI management who thought the decline from BO2 to Ghosts was a fluke. As aforementioned, ATVI is sensitive to franchise declines.
3) The good majority of CoD sales continue to occur through physical sales. We're not at a situation where digital is even close to getting a majority of total sell-through for big titles like CoD.
4) Declining Call of Duty retail presence affects Activision's relationships with retailers, and many of ATVI's titles (like casual titles, Skylanders, etc.) are extremely physical retail-oriented, so keeping retail happy is important
Even tho i agree that COD is declining, Ghosts was putrid and had horrible WOM. People were more cautious going into AW.
1 - I never said it was irrelevant, but i would say that it is hard to judge actual decline when you do not have the actual digital sales figures.
2 - The amount of decline has not been mentioned AFAIK. Ghosts was garbage and really turned people off, MW3 before it was also horrible. AW tends to have much more favorable WOM. And with the PS4 being much more of a sales monster worldwide, COD has a chance to sell more outside of the US as time goes on and more people outside the US are buying ps4s. Yes, i know this is a NPD comment, i just wouldn't turn a blind eye to the realities of sales outside of the US. As far as activision is concerned, i doubt they care if they sell 2 million less in the US but sell 2 million more overseas. They might actually prefer that due to games costing more in europe.
3 - Do you have the breakdown for the COD series by physical and retail? That would be very interesting to see. Obviously the vast majority is buying physical, its CALLADOODY, but with sales numbers so high, digital is a large chunk of sales i would think.
4 - I honestly don't really know much about that kind of stuff. I'm sure you're 100% right, but i would just say, they have destiny too.
I'll also mention that i sold my PS4 just recently since i never played it and am just playing old classic games now. I was a hardcore COD guy since COD4, but i've finally hit the wall where i can truly do without the series. I still have a gaming PC that runs COD Games just fine, i can always buy the next game on steam if it blows my mind, but i'm not holding my breath. If i find a great deal on AW on steam, i will likely buy it since i thought the game was really fun.
End result, i think COD is on a decline for sure, but i don't think it is fatal as many hope it is. Especially if black ops 3 is the next one with a killer zombie mode.