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September 2015 NPD (U.S. Hardware) Predictions - Closes October 13th

ZhugeEX

Banned
Well, throw on "irrelevant" every once in a while when someone doesn't like the data too...

NPD is only relevant for hardware and accessory sales.

In regards to software sales it's irrelevant for PC and declining in relevancy for console.

What's funny though is as their data becomes more irrelevant the less they release to the public.
 
What's funny though is as their data becomes more irrelevant the less they release to the public.

Nah. Relevance relates to how useful something is to drive bizness. Public access to this data has no impact at all on how relevant it really is.

I would love for a more useful set of data to be made public though. Then people would say far fewer silly things, or at least have some kind of crazy backup for said silliness.
 

ZhugeEX

Banned
Nah. Relevance relates to how useful something is to drive bizness. Public access to this data has no impact at all on how relevant it really is.

I would love for a more useful set of data to be made public though. Then people would say far fewer silly things, or at least have some kind of crazy backup for said silliness.

Which Is why I think it's funny they don't release more publicly.
 

jjonez18

Member
[3DS] 100k
[PS4] 395k
[WIU] 70k
[XB1] 280k

Just for fun: MGSV pushes 850k on PS4. 300k on XB1. Forza 6 sells <200k.

Edit: Wii U hardware up. NBA sells >1m. Mario Maker <400k.
 
Since Microsoft bought Havok, guessing the Xbox One will outsell the PS4 by at least 6:1 in October. At least that's what the reactions in the Havok thread are leading me to believe.

Maybe is what clients want, because I really don't think numbers for top 10 and HW would hurt NPD business..

Say your share price depends on one or two very high profile releases.

Last year, NPD said you sold X million. But, because of the advent of Digital Distribution, you're now selling Y% fewer copies this year. NPD would say your sales were down, and that would be the only message investors received.

However, your ARPU is way up because of DLC, and your DD is more than making up for the decline in packaged sales.

Unfortunately, you can't tell your investors that until you file your results with the SEC.

So the investor base has only incomplete information on the state of your business, and it looks a lot worse in NPD than it would once all the other non tracked factors are included.

That's why.
 

Welfare

Member
Forza Horizon 2 launched at the end of September. Forza 6 launched in the middle of September and had a limited bundle.

I think Forza 6 will do more than FH2 by virtue of it being a mainline title and it having more days of tracking, but it won't be significantly ahead.
 

ZhugeEX

Banned
NPD Report is out-

U.S. toy sales as of September were up 7.3 percent over last year, and are projected to end the year up 6 percent, according to tracking firm The NPD Group. The December release of the new Star Wars movie is expected to produce an additional sales surge.

NPD toy expert Juli Lennett predicted earlier this month that 2015 could be “one of the best years the U.S. toy industry has seen in well over a decade.”

“It might even be the best in two decades,” said Gerrick Johnson, toy industry analyst for BMO Capital Markets, who was at the TTPM event. Johnson expects sales to increase by 4 percent to 5 percent this year, outpacing last year’s 3.5 percent gain, he said.

Best year in a decade is a relatively easy mark to hit, however, because U.S. Toy sales have been largely stagnant over that period, coming in at either slightly above or slightly below $21 billion most years.

A robust sales year for the industry could help Toys “R” Us achieve the kind of strong fourth-quarter results it needs to convince investors that company remains a good play.Toys “R’’ Us, Walmart and Target all released their holiday “hot toy” lists before summer had ended, and each of the big three toy sellers is now in a race to pocket as many toy dollars as possible.

The Sept. 4 release of the first round of toys related to the new Star Wars movie “was a bonanza” for Toys “R’’ Us, TTPM editor Silver said. “It brought people to retail earlier,” he said, and gave Toys “R’’ Us momentum heading into the holiday. TTPM expects more than $1 billion worth of Star Wars toys to be sold this year, most of them before the Dec. 18 movie release.

Oh, you were expecting some other NPD report?
 

Rymuth

Member
“It might even be the best in two decades,” said Gerrick Johnson, toy industry analyst for BMO Capital Markets, who was at the TTPM event. Johnson expects sales to increase by 4 percent to 5 percent this year, outpacing last year’s 3.5 percent gain, he said.
Ah yes, Gerrick Johnson...

The Pachter of the toy industry. We meet at last.
 
Say your share price depends on one or two very high profile releases.

Last year, NPD said you sold X million. But, because of the advent of Digital Distribution, you're now selling Y% fewer copies this year. NPD would say your sales were down, and that would be the only message investors received.

However, your ARPU is way up because of DLC, and your DD is more than making up for the decline in packaged sales.

Unfortunately, you can't tell your investors that until you file your results with the SEC.

So the investor base has only incomplete information on the state of your business, and it looks a lot worse in NPD than it would once all the other non tracked factors are included.

That's why.
Wow, this man knows his shit.
Thank you, mr. Queso.
 

jjonez18

Member
Metal Gear Solid V over 1 million on PS4. Over 300k on XB1.
Forza 6 sells < 150k
Mario Maker sells 400k.

Knew I was forgetting a big title... 400k sounds about right. Maybe alittle less. SMM sold 1m worldwide by the end of September. >250k of that was Japan. There was also the bundle, but iirc it was limited in NA. Should help Wii U numbers a bit.
 

allan-bh

Member
Say your share price depends on one or two very high profile releases.

Last year, NPD said you sold X million. But, because of the advent of Digital Distribution, you're now selling Y% fewer copies this year. NPD would say your sales were down, and that would be the only message investors received.

However, your ARPU is way up because of DLC, and your DD is more than making up for the decline in packaged sales.

Unfortunately, you can't tell your investors that until you file your results with the SEC.

So the investor base has only incomplete information on the state of your business, and it looks a lot worse in NPD than it would once all the other non tracked factors are included.

That's why.

But public or not, investors will see NPD report, at least indirectly (like Wedbush report).
 

RexNovis

Banned
Say your share price depends on one or two very high profile releases.

Last year, NPD said you sold X million. But, because of the advent of Digital Distribution, you're now selling Y% fewer copies this year. NPD would say your sales were down, and that would be the only message investors received.

However, your ARPU is way up because of DLC, and your DD is more than making up for the decline in packaged sales.

Unfortunately, you can't tell your investors that until you file your results with the SEC.

So the investor base has only incomplete information on the state of your business, and it looks a lot worse in NPD than it would once all the other non tracked factors are included.

That's why.

There's an easy solution for this: start tracking digital sales. Unless they start doing so soon their software sales will become completely irrelevant anyway.
 
There's an easy solution for this: start tracking digital sales. Unless they start doing so soon their software sales will become completely irrelevant anyway.
Easier said than done. You bet they would love to.
But digital sales all run through the platform holders. And they are just not interested to give away numbers. Why should they?

Getting physical sales numbers from the retailers is much simpler.

I don't think the software numbers become irrelevant, just more and more fuzzy. we have to keep in mind that this is not the whole picture.

Biggest problem here is not that digital exists and is not tracked. It's that the relation between digital and physical can vary extremely from title to title, and platform to platform.
For example:
A tripleA-Title still makes 75% of it's sales physically I guess.
Journey now has a retail release, nevertheless I think more than 75% of sales were/are made digitally.
And if you just go for NPD numbers it would be: well, Journey only made so many sales. What a disappointment.

Otherwise we could say "add 30% on top and you got it right enough."

Good for NPD that you still can't download and 3d-print the console itself.
So hardware number is reliable for the moment.
 
[3DS] 88K
[PS4] 415K
[WIU] 61K
[XB1] 275K

Much love to Abdiel, as always^^ Last month was literally my worst performance yet, thanks to over estates. I like the whole "Optimism for the win" kind of stance, but it has bit me pretty hard in the past. Playing it "relatively" safe this time. Nintendo will see a slight buff thanks to 5 weeks, but I do not think Mario Maker will make a large impact on hardware when Mario Kart couldn't. Still will help though. PS4 will do well with the Destiny bundle, but the drop in sales from the regular black systems will lead to their drop from 2014. Xbox will still do quite well, but Halo bundles will eat their lunch for this month (making for a stronger October for them).

All of this is subject to change as more information comes.

Bonus prediction: Metal Gear will take number one thanks to The Taken King physical only being a good deal for new comers and being just the vanilla disc with download vouchers. Activision will announce great digital sales (as they have already stated that it broke PSN sales records), but at least 20 pages of the results thread will be devoted to how it "bombed" and at least two bans for drive by shit posts will be handed out.
 

noobie

Banned
NPD Report is out-

The Sept. 4 release of the first round of toys related to the new Star Wars movie “was a bonanza” for Toys “R’’ Us, TTPM editor Silver said. “It brought people to retail earlier,” he said, and gave Toys “R’’ Us momentum heading into the holiday. TTPM expects more than $1 billion worth of Star Wars toys to be sold this year, most of them before the Dec. 18 movie release..

Oh, you were expecting some other NPD report?

Does it mean anything for Star Wars video game?
 
Does it mean anything for Star Wars video game?
Mind share of Star Wars is quite high at the moment and it's being pushed in many different ways (film, toys, DisneyWorld etc) so there's no reason to assume games won't be caught into that mind share and see good sales overall.
 

Fat4all

Banned
Mind share of Star Wars is quite high at the moment and it's being pushed in many different ways (film, toys, DisneyWorld etc) so there's no reason to assume games won't be caught into that mind share and see good sales overall.

The number of commercials for Star Wars merch from different retailers (JC Penny's, Walmart, Target, Best Buy) is crazy at the moment. Not only that, but the commercials ain't even half bad. Very nostalgic and emotional most of the time.

Disney be buildin' that mindshare like cray, yo.
 
I think battlefront will sell very well an the bundle will do very well for Sony.

Overall though this is just saying star war merch is selling very strongly
What do you think how battlefront will compare to COD, fallout and Halo?
More ps4 battlefront than XboxOne halo software sales?
More battlefront than COD copies sold?

Bonus question
What will be the best-selling bundle this Q4? All consoles, all offers.
Anyone taking a guess?
 

ZhugeEX

Banned
Does it mean anything for Star Wars video game?

I think battlefront will sell very well an the bundle will do very well for Sony.

Overall though this is just saying star war merch is selling very strongly

EA themselves said they expect 9 to 10 million unit sales before the end of their fiscal year which will of course be amazing.

The original Battlefront games sold very well and I wouldn't be surprised if LTD sales end up around 15 million once all is said and done.
 
Amazon monthly rankings September 2015

http://www.amazon.com/gp/bestsellers/2015-09/videogames

#9 - PlayStation 4 500GB Console - Destiny: The Taken King Limited Edition Bundle

#53 - Xbox One 1TB Console - Forza 6 Limited Edition Bundle

#83 - PlayStation 4 500GB Console - The Last of Us Remastered Bundle

#92 - Xbox One 500GB Console - Gears of War: Ultimate Edition Bundle

#94 - Xbox One 1TB Console - Madden NFL 16 Bundle

Also, "PlayStation 4 500GB Console - Limited Edition Star Wars Battlefront Bundle" is at #16, but sales of that bundle won't count until November.

Nice job, was still missing one more week of update though here:

Amazon Monthly Ranking (Final Update)
#9 - PlayStation 4 500GB Console - Destiny: The Taken King Limited Edition Bundle

#16 -PlayStation 4 500GB Console - Darth Vader Limited Edition Bundle (Doesn't Count)

#56 - Xbox One 1TB Console - Forza 6 Limited Edition Bundle

#73 - PlayStation 4 500GB Console - The Last of Us Remastered Bundle

#92 - Xbox One 500GB Console - Gears of War: Ultimate Edition Bundle

#95 - Xbox One 1TB Console - Madden NFL 16 Bundle

Xbox One SKU's keep dropping...TLOU Bundle still has legs (god damn)
 

ZhugeEX

Banned
Have there been any official statements on how MGSV sold initially?

3 million worldwide in first week (sell in)

For reference-

With respect to our METAL GEAR SOLID series, we have sold over seven million units of METAL GEAR SOLID, the original action game that we introduced in 1999 and seven million units of the sequel, METAL GEAR SOLID 2 SONS OF LIBERTY. METAL GEAR SOLID 3 SNAKE EATER, launched during fiscal 2005, sold more than four million units. METAL GEAR SOLID 4 GUNS OF THE PATRIOT, launched during fiscal 2009 has sold more than 6 million units, increasing our total series sales to over 41.2 million units as of March 31, 2015.

METAL GEAR SOLID 4 GUNS OF THE PATRIOT also sold more than 3 million units in its first month alone.
 

Boke1879

Member
What do you think how battlefront will compare to COD, fallout and Halo?
More ps4 battlefront than XboxOne halo software sales?
More battlefront than COD copies sold?

Bonus question
What will be the best-selling bundle this Q4? All consoles, all offers.
Anyone taking a guess?

I think sales for all 3 games will be comparable honestly. COD and Halo are clearly very well known gaming IPs and Star Wars is probably the biggest IP on the planet.

I agree with Zhuge. I think Battlefront can sell 15 million LTD and that's amazing. Can't be mad at that.
 
I agree with Zhuge. I think Battlefront can sell 15 million LTD and that's amazing. Can't be mad at that.
Battlefront will do fine, but not as good as expected. I'd go for less than 15, but over 10, maybe 12 mio. I think being multi player only will be a no-go for many, even if star wars is the biggest brand on earth. a lot of people will buy it without even knowing that it has no campaign though. Some will buy the nice vader console and don't even play the game attached.
As a pure FPS COD, Halo might be the better products.
For 15 mio it would need legs I guess. So, star wars brand and movie should help to prolonger the magic, being multi player only won't.

Can you even play the game without being registered on origin?
 

RexNovis

Banned
Battlefront will do fine, but not as good as expected. I'd go for less than 15, but over 10, maybe 12 mio. I think being single player only will be a no-go for many, even if star wars is the biggest brand on earth. a lot of people will buy it without even knowing that it has no campaign though. Some will buy the nice vader console and don't even play the game attached.
As a pure FPS COD, Halo might be the better products.
For 15 mio it would need legs I guess. So, star wars brand and movie should help to prolonger the magic, being single player only won't.

Can you even play the game without being registered on origin?

It's not single player only though...

And yes of course you can play without registering on origin. The same complaints were made about Destiny prior to its release and look how it turned out. Battlefront's success hinges on the success of the new film more than anything else. If the film is a massive success the game will sell boatloads. If the film falls flat then the games sales will suffer. Of course all indications up to this point imply it will be a massive success.
 
It's not single player only though...

And yes of course you can play without registering on origin. The same complaints were made about Destiny prior to its release and look how it turned out. Battlefront's success hinges on the success of the new film more than anything else. If the film is a massive success the game will sell boatloads. If the film falls flat then the games sales will suffer. Of course all indications up to this point imply it will be a massive success.

damn it, Rex. Thank you. I meant multiplayer of course.
Should not watch TV at the same time.
 
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