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NPD Sales Results For May 2017

Aters

Member
I thought Fates sold better in the West than Awakening?
And I don't think their financial result from last year is any indication that they need another huge leap in sales from Persona, least of all in the West. Their financial result from last year doesn't include any Western P5 sales at all, but did include the opening up of Studio Zero (for Re:Fantasy). So while a loss looks bad--and very well could be I guess--I'd argue that we don't really know enough to say one way or another. It depends on what they forecasted; if they knew they'd take a loss because of Studio Zero and did it anyway, then we can stow the alarm bells.

I will acknowledge that I think Atlus' backwards policies could start to burn them (and quickly), but I think that's kinda beside the point we're discussing right now.

Fate and Awakening did roughly the same number, with small variation.
Retailers buy copies from publisher in advance, so I think their financial report does include some sale from the west. Of course second shipment and digital purchase are not included.
 
4 months later and we're still doing this Horizon vs Zelda shit?

2.) Games as a Service seemed to make up the vast majority of announcements, with most announcements not fitting that trend either being games that started development in 2014 or earlier (Wolfenstein, The Evil Within, Assassin's Creed), lower budget niche titles (The Way Out, Metro), or games from Sony/Microsoft, who have notably different incentives in what type of software to make. Ubisoft has implied they're trying to roll some kind of service model into Assassin's Creed as well, despite the title looking like it was not originally built with that in mind. You can also likely apply this to games that were unveiled a bit earlier, like Shadow of War, which started development in 2014, and seems to have some kind of loot box mechanism judging by its special editions despite being a singleplayer title.

You nailed it. The show is definitely changing, and companies are looking to extend selling tails of fewer games overall. Agree with all you pointed out.

I think these things are going to continue for a few years, fewer AAA games, significantly extended marketing/promotion/content adds over time (heck look at the Diablo 3 announce today) all looking to extend/deepen engagement. Time is the new currency and all that.

...

Question is how much DLC/MTX can the market provide? Is there some point where that ARPU will peak? Can these service games recruit potential customers that aren't already in the console market?

Makes me wonder how this will all shake out for the industry in the future. Right now, you could say it's a bit of a gold rush, no? GaaS is a relatively new thing for consoles, which is why we're seeing a pretty high number of success stories from these AAA games adopting the strategy. But the question is, as you and others have alluded to, how much can the market sustain? I have to imagine we're going to hit a limit soon.

Because for me, as a "core gamer," there are only so many of these GaaS I want to bother with at any given time. They're time-consuming and (can be) expensive. I simply don't have the time or money for a bunch of them simultaneously. It makes me wonder if this will start to become the sentiment among other consumers, where they'll stick to their favorite and the others will suffer for it. Because there's a difference between me consistently playing Destiny while being able to get in a few traditional single-player experiences at the same time versus having those previously traditional games turned into services that I have to juggle with my limited gaming time. At some point something's gotta give.

Like, say if they turned Assassin's Creed into this service game that I either need to invest a significant amount of time or money in to make any real progress, then I'm going to be like "oh, well I don't have time for all these grindfest games... guess I'll be skipping AC then."

I guess the idea is that the publishers maybe I don't put that much stock into AC (or whatever AAA series here), but someone else does, and they will be more than willing to drop some cash on their favorite franchise that they spend the majority of their gaming time on. Sure, most players won't spend anything, but the goal is to grab the superfans and those that don't mind dropping a little extra if it means getting that new weapon or skin a little sooner.
 

joe_zazen

Member
I wonder how the industry is doing revenue wise if we include micro transactions for games.
Games are bigger than ever. And as companies get better at using data to manipulate customers, it will only get bigger. Even casino tycoons in Macau and Las Vegas are trying to video-game-ize their business.
 

EGM1966

Member
4 months later and we're still doing this Horizon vs Zelda shit?
Given the objectI've sales data for Switch, Zelda and Horizon indicates they had essentially zero observable impact on each other's sales nor is it likely either company made major decisions based on the closeness of their respective launchesit's getting silly really. They're really not in competition beyond the common fact with many other games they're on display different platforms.

I mean the old dumbbell gif antics around unrelated exclusives swapping places in charts is fun but continuing to argue options that seem to have been disproved puzzles me.
 

ethomaz

Banned
Before we knew the extent of the NAND shortages this wasn't a particularly crazy estimate tbh. Now it's not happening though. Shipments wont be there.
We know since start Nintendo won't ship 4m units to Japan with a 10m forecast.

It is really something made up inside some minds but I still believes it can sell 2 million this fiscal year.
 

phanphare

Banned
4 months later and we're still doing this Horizon vs Zelda shit?

don't let the few shitposters successfully derail a thread, just ignore them

edit: actually looking back at the thread it seems like it was a single post. there are far more posts complaining about it and since it was only a single poster "we" is not an accurate term to use.
 

DC1

Member
I still don't own GTA V. I should be in a museum or something.
Never get it.
giphy.gif
 
We know since start Nintendo won't ship 4m units to Japan with a 10m forecast.

It is really something made up inside some minds but I still believes it can sell 2 million this fiscal year.

10 million forecast was guessed to be conservative. We had no idea it was because of the chip shortage so no, not really.
 
The charts now ranked 'by revenue', does that include DLC and/or micro-transactions?

Or is it pure 'sales' revenue?

Full game sales for the charts. DLC/MTX not included.

No call of duty blops 2.

So much for BC.

ohyou.jpg

Right now, you could say it's a bit of a gold rush, no?

I don't think so. Difference from GaaS versus something like the Wii shovelware wave in the late 00's is that for GaaS to work, you first need a game that finds strong consumer acceptance. That takes a big initial dollar and time investment.

GaaS is a relatively new thing for consoles, which is why we're seeing a pretty high number of success stories from these AAA games adopting the strategy. But the question is, as you and others have alluded to, how much can the market sustain? I have to imagine we're going to hit a limit soon.

Well, that's the question. One could argue that GaaS really got started in earnest with COD map packs. Which evolved over time into what we're seeing today. I think GaaS has been identified and called out as its own thing with its own acronym only fairly recently. But yes, how much can the market sustain. So far, so good. But what if 50 of the 225+ games that come to retail go this way? 100? At some point there should be a limit, or some game will take things too far... guess we have to wait and see.

Because for me, as a "core gamer," there are only so many of these GaaS I want to bother with at any given time. They're time-consuming and (can be) expensive. I simply don't have the time or money for a bunch of them simultaneously.

Right. So, at some point, if more service games are to exist and thrive, the user base needs to expand. But can the user base expand if only 200 or so games come to the packaged space every year (assuming that digital only releases don't drive console sales, which I guess is a point one could argue against).

So you touch on the point I was trying to make with my response to Nirolak. Having more big service games will result in fewer big games overall coming to market, which, I think, would lessen appeal overall. But in order for more service games to thrive, we need more console audience. Bit of a catch 22.
 

timberger

Member
don't let the few shitposters successfully derail a thread, just ignore them

edit: actually looking back at the thread it seems like it was a single post. there are far more posts complaining about it and since it was only a single poster "we" is not an accurate term to use.

Nice try.

Nice to see Zelda is doing better than Horizon:p
The king of adventure is back.

It's great seeing zelda do better than horizon

quote me forever

Sony's already cut the price of Horizon $20.

It'll probably be "free" on PS+ before Breath of the Wild drops in price on Switch.
 
Nice try.

Wow. This is ridiculous. Im not wasting time counting but there has been way more than three posts (of which the third isn't that big of a deal) complaining about them three posts, or people complaining about people complaining about those three posts. Just move on folks geeze....
 

Nirolak

Mrgrgr
4 months later and we're still doing this Horizon vs Zelda shit?





Makes me wonder how this will all shake out for the industry in the future. Right now, you could say it's a bit of a gold rush, no? GaaS is a relatively new thing for consoles, which is why we're seeing a pretty high number of success stories from these AAA games adopting the strategy. But the question is, as you and others have alluded to, how much can the market sustain? I have to imagine we're going to hit a limit soon.

Because for me, as a "core gamer," there are only so many of these GaaS I want to bother with at any given time. They're time-consuming and (can be) expensive. I simply don't have the time or money for a bunch of them simultaneously. It makes me wonder if this will start to become the sentiment among other consumers, where they'll stick to their favorite and the others will suffer for it. Because there's a difference between me consistently playing Destiny while being able to get in a few traditional single-player experiences at the same time versus having those previously traditional games turned into services that I have to juggle with my limited gaming time. At some point something's gotta give.

Like, say if they turned Assassin's Creed into this service game that I either need to invest a significant amount of time or money in to make any real progress, then I'm going to be like "oh, well I don't have time for all these grindfest games... guess I'll be skipping AC then."

I guess the idea is that the publishers maybe I don't put that much stock into AC (or whatever AAA series here), but someone else does, and they will be more than willing to drop some cash on their favorite franchise that they spend the majority of their gaming time on. Sure, most players won't spend anything, but the goal is to grab the superfans and those that don't mind dropping a little extra if it means getting that new weapon or skin a little sooner.
The issue is basically that people aren't buying a lot of non-service games, especially relative to the cost of making them.

If you're Sony, that's not a huge issue, because you just start bundling your games up with your hardware, and are generally trying to attract an audience to your platform, so any profit shortfalls can be made up on hardware, licensing fees, and PS+ subscriptions. If one of them works out and makes a lot of money, great, but even really modest profits (or smaller losses) are okay given what they're trying to do.

Other companies however are not pumping in $100+ million to make a $10 million profit. They could do better just lending out money or dumping it in stock market index funds for the 3-5 years it takes to make a game with vastly less risk involved.

That's not to say every singleplayer game doesn't see success, but a major company that's making these kinds of investments is going to chase a bigger market, because these other investments just aren't worthwhile.

Mind, this is different if you're a niche boutique publisher. Shipping 1.5 million copies of Nier Automata is a great result, but Square Enix is a company that operates on a much lower level with much lower expectations than EA or Activision. They have ambitions to grow though, so they've announced they're also jumping in the Games as a Service pool with their biggest titles, because that's where the money is.

Or, to use yet another example, Injustice 2 is marginally up on Injustice 1 in terms of units, but way up on revenue due to special editions that include a bunch of service game content. When we add in the microtransactions on top of that, we start generating the kind of money that justifies the budget increase between Injustice 1 and Injustice 2. If you don't invest that kind of money however, you end up like Capcom where your games just don't live up to industry expectations anymore, and you go from shipping 3.4 million units of Street Fighter IV to 1.6 million units of Street Fighter V.
 
Seems like everyone chasing GAAS will eventually blow up in their faces. There's but so many Minecraft, GTA, Warcraft, and rocket league level success you can have each gen. A huge portion of the user base is occupied in a handful of games, that's part of the appeal actually "everyone is playing this!"

I think Sony is being smart focusing on SP story driven games (just think they need to add 1-2 more ever green titles like a kart racer and a tactical shooter). Nintendo is being smart embracing their IP as they always do, and MS needs to get it together and find a place for their WWS to fit in. Outside of Halo and Forza, they should really stop trying to sell everything as a GAAS, I think it's gonna dry up by next gen, along with some other pubs chasing.

Looking at the Destiny clone and Smh...10 year deal lol...,come on now.
 
So you touch on the point I was trying to make with my response to Nirolak. Having more big service games will result in fewer big games overall coming to market, which, I think, would lessen appeal overall. But in order for more service games to thrive, we need more console audience. Bit of a catch 22.

This is where the old saying of "you need to spend money to make money" comes in. Anyone invested in having a thriving console market will have to make even greater sacrifices in an attempt to expand the market.

"GaaS" is just an extension of AAA/Genre King model of a few select titles sucking majority of consumer dollars, the content delivery system is just changing to accommodate a smoother flow of money from consumers pockets into the publisher's accounts.

There are plenty of other platforms for "services" to thrive besides just consoles, so expanding the market is only a concern for someone already invested.

Nintendo is clearly capable of creating mass market phenomena that could buoy their platform sales or using their existing franchise popularity. On the other hang even something popular like "Minecraft" isn't going to save something like the Vita.

Edit:

Other companies however are not pumping in $100+ million to make a $10 million profit. They could do better just lending out money or dumping it in stock market index funds for the 3-5 years it takes to make a game with vastly less risk involved.

Or pull out of the console market or video games in general. You could argue that's what's happening right now in Japan. Unable or unwilling to shoulder the burden of competing with western budges and publishers the Japanese publishers are either turning to the lucrative mobile market available at home or pulling out of video games entirely.
 

Turrican3

Member
You nailed it. The show is definitely changing, and companies are looking to extend selling tails of fewer games overall. Agree with all you pointed out.

I think these things are going to continue for a few years, fewer AAA games, significantly extended marketing/promotion/content adds over time [..] all looking to extend/deepen engagement. Time is the new currency and all that.
This is very interesting because, to me, it mostly vindicates what the late Iwata had been saying for many years about the AAA industry.

It also closely represents Nintendo basic policy regarding their games lifecycle, with basically little to no yearly sequels to massive franchises, replaced instead by an extended marketing support to so-called evergreen titles with long tails.
 
I'm actually much happier with fewer triple a games. The middle ground was going to evaporate, leaving smaller, creative titles, and big budget, heavily advertised productions. It's too risky to make medium budget games.
 

Majmun

Member
Who are you people who keep buying gta 5? Why? How do you not already own it?

I will never understand these questions...

It's not like the Ps4/X1 stopped selling and there are no new console owners. A lot of consoles still get sold and GTAV seems to be a mandatory pick up for many new users.
 

Mory Dunz

Member
If mario have the appeal to the masses why WiiU was such a flop? It's a game aimed for the classic Nintendo audience and made to sell for years like all the other mario title, it isn't aimed for the whole industry like GTA, COD or every other popular shooter.
Mario Odissey will sel a lot of copies but it's a long term seller where COD, Destiny and Battlefront are all front loaded so there is no chance that it can be the most wished game this holiday.

mario imo appeals to nintendo fans, it just doesn't grab the entry level kids like it used too.
EFF You're Right!!

Someone call Miyamoto and tell him to cancel the Mario Theme Park.
Cancel all the toys, merchandise, food, branding, everything! Mario is rip in pieces. Hurry!
Whew, crisis averted.

oh wait....
;---------------------------------------------

I think Super Mario Odyssey will be one of the top 5 best-selling games of Q4, and will drive at least $100m in packaged consumer sales.

I have a bunch of predictions for Q4 if you're interested. It was written before E3, so I have some adjustments to make on the Scorpio bit at the very least.

Mat said:
This year’s top 5 selling games of Q4 will be Call of Duty: WWII, Star Wars Battlefront II, NBA 2K18, Super Mario Odyssey and Destiny 2.

Interesting, no AC Origins? And is Madden not listed because it'll release before Q4? And NFS?
 

joe_zazen

Member
Seems like everyone chasing GAAS will eventually blow up in their faces. There's but so many Minecraft, GTA, Warcraft, and rocket league level success you can have each gen. A huge portion of the user base is occupied in a handful of games, that's part of the appeal actually "everyone is playing this!"

I think Sony is being smart focusing on SP story driven games (just think they need to add 1-2 more ever green titles like a kart racer and a tactical shooter). Nintendo is being smart embracing their IP as they always do, and MS needs to get it together and find a place for their WWS to fit in. Outside of Halo and Forza, they should really stop trying to sell everything as a GAAS, I think it's gonna dry up by next gen, along with some other pubs chasing.

Looking at the Destiny clone and Smh...10 year deal lol...,come on now.

That is where the money is though. LoL, DOTA, FIFA/madden ultimate team, minecraft, wow, elder scrolls online, etc. etc. There are lots of players and the pie is huge. I think players prefer these games you can play for years.

riot president said:
If you’re really into cars, you don’t mind spending $50,000 to soup up your Honda. That’s the player we’re tapping into.
 

ethomaz

Banned
10 million forecast was guessed to be conservative. We had no idea it was because of the chip shortage so no, not really.
Are you saying the 10 million forecast from Nintendo was a guess? They did know what they can ship... the forecast is not a random number without any base.
 
Interesting, no AC Origins? And is Madden not listed because it'll release before Q4? And NFS?

My list was published before E3, and if I were to adjust it, the only change I might make would be AC:O in place of Destiny 2 at #5. NBA 2K has supplanted Madden as the #1 sports franchise in the US, and with the popularity of the NFL taking a bit of a hit I'm guessing it just misses top 5. Wouldn't be surprised to be wrong. They're predictions, just for fun type stuff. As for NFS, I don't see a world where a racing title will crack top 5 in the US.

If you're Sony, that's not a huge issue, because you just start bundling your games up with your hardware, and are generally trying to attract an audience to your platform, so any profit shortfalls can be made up on hardware, licensing fees, and PS+ subscriptions.

Exactly.

This is why all the "but Sony" arguments around the service model takeover fall a bit flat. First, there are ALWAYS outliers/exceptions. The presence of these doesn't refute the general trend. Second, like you say, there are other reasons to make those games if you're a first party. There's always going to be room for campaigns and story based modes. If it gets a player into other parts of the game so that they become recurrent spenders, then it's worth the investment. But the days of story based games being the primary way games are made and sold is ancient history.

Seems like everyone chasing GAAS will eventually blow up in their faces.

Eventually? Maybe. But how much money can be made between now and then? Enough to pay the rent and invest in whatever comes next. Been this way in the games business forever. From character mascot platformers to DOOM clones to dance/music to interactive gaming toys. I mean, you know how this works.
 

Hero

Member
Mat,

Forgive me if this is something you covered, but now that E3 has passed and we know more about the Xbox One X, have your thoughts changed at all? The lack of any killer exclusive games and the price tag just seems like it'll be ho-hum. Maybe MS is okay with that, though?
 
MS is targeting their core users with X. The people who are going to buy regardless of what the price and software look like. I think MS is fine with how they are launching it.
 
I think for a console that was announced so early, and whose negarive impact on XB1 sales some have speculated might have occurred this year, the $499 price really boggles my mind.

The system is clearly only for the XB1 core and the price ensures it. I'm actually a bit shocked given how they seemed to have been positioning it pre-E3 vs. what I feel was them completely dropping the ball at E3.

Scorpio went from a conversation item to a non-factor.
 
I think for a console that was announced so early, and whose negarive impact on XB1 sales some have speculated might have occurred this year, the $499 price really boggles my mind.

The system is clearly only for the XB1 core and the price ensures it. I'm actually a bit shocked given how they seemed to have been positioning it pre-E3 vs. what I feel was them completely dropping the ball at E3.

Scorpio went from a conversation item to a non-factor.
The system was always going to be a premium idea, so a $500 price tag was not surprising. Going by DF's info, it's tech backs up that price. The major factor was how Microsoft was going to market it to attract not just the hardcore audience. It's subjective if they made progress with that at this time.
 

Hero

Member
MS is targeting their core users with X. The people who are going to buy regardless of what the price and software look like. I think MS is fine with how they are launching it.

How many core users is that? If it matches PS4 Pro and becomes 10% adoption that's still only 3 million give or take.
 
The system was always going to be a premium idea, so a $500 price tag was not surprising. Going by DF's info, it's tech backs up that price. The major factor was how Microsoft was going to market it to attract not just the hardcore audience. It's subjective if they made progress with that at this time.

I'm not disagreeing with the idea that the box contains value for its price.

What confuses me is that MS spent so much marketing a box to be this new thing for them brand wise, only for it to turn out to be a high end premium product.

Did the core XB1 fans really need all that marketing to convince them to buy Scorpio? Would they not have done that anyways, sort of like the PS4 pro?

It seemed like MS was trying to play Scorpio up and for what? That's where I'm lost. The $499 announcement kills so much of whatever marketing mindshare they might have inched onto the core outside of just the XB1 faithful because the price is simply too high.
 
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