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Superdata: VR likely biggest loser this holiday, digital more agressive, Nintendo

TSM

Member
Because a manchild who makes his living screaming at a camera surrounded by toys is the business analyst we should be listening to.

And? It made them a shitload of money and created a ton of hype, leading to financial analysts expecting a profitable holiday season which is crazy since they mulliganed this year. Sour grapes from a greasy YouTube blowhard doesn't change that.

You do realize that Jim Sterling is a neogaf member?
 

kyser73

Member
House said in an interview with a Japanese title that Sony estimate the combined high level HMD market by end 2016 with be 2 - 2.5mn combined across OR, Vive & PSVR.

It wasn't specified if he was referring to calendar or FY though.

I would also point out that there's already a thread which China discusses the Superdata VR guesswork, and comparing the comments between the two is a good demonstration in how a thread title shapes a thread narrative & encourages confirmation bias in the replies (the other thread had a more neutral title).
 
I own it and agree it's s game changer. But it's just not that attractive of a product. It cuts you off too much and demands too much of your attention to truly enjoy the game. It's a very asocial experience.

I love VR, but I still don't think it's here to stay. It's revolutionary only for people like us: hardcore gamers. No one else really cares.

A lot of people like it that way, i.e. introverts.

And I do think it's here to stay because it will only get better. Imagine this tech with a bigger and better screen, yet wireless and lightweight.
 

FlyinJ

Douchebag. Yes, me.
I own it and agree it's s game changer. But it's just not that attractive of a product. It cuts you off too much and demands too much of your attention to truly enjoy the game. It's a very asocial experience.

I love VR, but I still don't think it's here to stay. It's revolutionary only for people like us: hardcore gamers. No one else really cares.

There have been hundreds of non-gaming uses of VR in installations and events around the world in the past year - Car shows, tourism conventions, store installations, etc. Non-game VR has also been featured heavily at Sundance, Tribeca and Cannes.

Non-gaming people who try non-game VR at these events come away extremely impressed.

One of the most amazing and impressive uses of VR is Tiltbrush, and I've never seen anyone try it and not be blown away- gamer or not.
 

TSM

Member
He still on youtube.
That change nothing from what he said, regardless of the validity of the criticism.

I was referring more to calling him a manchild and a greasy blowhard, but yeah if you ignore the unnecessary ad hominem attacks you might get what you got out of those quotes.
 

EmiPrime

Member
Kinect sold 8 million in 60 days when it launched. For $250 more at retail (plus the difference in the economy/inflation between the two launches) I don't think 2.6 million is unrealistic. The narrative has been that Sony had the best shot at pushing VR and that VR in general is much more compelling than the Wii or Kinect ever were. Those people were wrong for now. VR has some more gestating to do if it's ever going to become mainstream.

Kinect was bundled with 360 hardware, the 4GB SKU with Kinect was everywhere.
 
"A lot of people like it that way, i.e. introverts."

I don't think being introverted or social has anything to do with it. Like, are people having Uncharted 4 parties? Is that a thing? You just invite a bunch of people over and have them watch you play a single player game? No, you don't. No one (that describes VR as an "asocial" gaming experience) calls that a "asocial."
 

Rival

Gold Member
If Sony expected to sell 2.6 million for 2016 and will only sell 750k then this tells me VR is in a lot of trouble.

I don't want it to be because I still very much want one. Just not until there are must plays for me.
 

Gestault

Member
I'm so conflicted on VR. It's something I've basically decided won't be a sustainable mainstream product in its current form, due to factors ranging from price to form factor. But I also really, really like it.
 

Fafalada

Fafracer forever
Peltz said:
It's a very asocial experience.
This I disagree with - to date, I've seen far more indication of people wanting to participate with VR players than any 2d experience. It's the most social oriented "gaming" thing I've seen since motion controls.

I agree about "attention requirements" being higher though - but that's just a testament that the medium is more suited to different kinds of entertainment than a 2d game that has to constantly fight for player attention. The notion it all needs to conform to only one form is frankly speaking - a bit silly.
 

LordofPwn

Member
i didn't see any PSVR units on shelves leading up to Black Friday. I could understand backing off on it marketing wise for the moment. waiting on wave 2 of game releases.

That being said i've barely used mine because theres been sooo many games to play. once i get through FFXV i'll be able to fully jump into VR.
 

Wallach

Member
Didn't Superdata make the ludicrous prediction of PSVR selling 2.6 million? That was never going to happen.
PSVR is selling well and it's selling whenever stock get replenished. So I have no idea what they want.

Yeah, their forecast numbers were bizarre.
 
I own it and agree it's s game changer. But it's just not that attractive of a product. It cuts you off too much and demands too much of your attention to truly enjoy the game. It's a very asocial experience.

It can be a social experience if you make it one. It's hilarious seeing people do crazy stuff like getting on their knees to dodge bullets. It's a blast for everyone. And it's not like you can't see what they're seeing.

I love VR, but I still don't think it's here to stay. It's revolutionary only for people like us: hardcore gamers. No one else really cares.

Couldn't disagree more. Stuff like Google Earth and Tilt Brush are really popular among my friends that play exactly zero video games. Hell, they even have a blast playing Zombie Training Simulator and other "traditional" games. These are people who usually come over to watch a movie or just hang out actually asking to play this thing.
 
Aren't those numbers in line with what Jim Ryan said? I'm not sure why they would have expected over 1 million, let alone 2.6 million.
 

Principate

Saint Titanfall
"A lot of people like it that way, i.e. introverts."

I don't think being introverted or social has anything to do with it. Like, are people having Uncharted 4 parties? Is that a thing? You just invite a bunch of people over and have them watch you play a single player game? No, you don't. No one (that describes VR as an "asocial" gaming experience) calls that a "asocial."
Pretty sure plenty do all the damn time. Solo video game playing has been referred to as anti-social for decades
 
If Sony expected to sell 2.6 million for 2016 and will only sell 750k then this tells me VR is in a lot of trouble.

I don't want it to be because I still very much want one. Just not until there are must plays for me.

Sony have never said anything about selling 2.6 million units. In fact I think they mentioned at one point selling in the hundreds of thousands around the launch window but I'm not sure if I'm mis-remembering the quote
 

Air

Banned
Not surprised about VR. It doesn't really have mass market appeal imo. Also not surprised by Nintendo's performance either. Smart of them to keep their IP in people's mind with Pokemon, the nes mini and Mario soon, which will hopefully make their launch for the switch impressive.
 

RibMan

Member
I was going to say "Well it kinda makes sense, seeing as the popular headset was unavailable" until I read this part:

SuperData's revised forecast for 2016 calls for under 750k PlayStation VR units sold (their previous estimate was 2.6 million)

rrNdAQv.gif


Was their previous estimate derived from a survey? Because that's a helluva revision.

This part is also interesting:

Llamas added that Sony may be deliberately limiting PSVR supply until it can do a better job with supporting the platform.

This makes no sense. Why would a business deliberately limit supply?

tumblr_inline_nwp2n0RgQj1s9clfh_500.png
 
Lol citing selling out the mini as a success. Do we have our numbers for it yet? Seems like another case of Nintendo artificial supply constraint. Just like their N3DS deal.
 

Maximo

Member
I was going to say "Well it kinda makes sense, seeing as the popular headset was unavailable" until I read this part:



rrNdAQv.gif


Was their previous estimate derived from a survey? Because that's a helluva revision.

This part is also interesting:



This makes no sense. Why would a business deliberately limit supply?

tumblr_inline_nwp2n0RgQj1s9clfh_500.png

Sounds like backpedalling due to their hilarious prediction.
 

Mael

Member
I was referring more to calling him a manchild and a greasy blowhard, but yeah if you ignore the unnecessary ad hominem attacks you might get what you got out of those quotes.

My point is that you might as well have said that he owns a Fiat Punto for all the difference it makes.
It's a shitty ad hominem regardless Jim is a gaffer or not.
 
Was their previous estimate derived from a survey? Because that's a helluva revision.

That's roughly less than 5% of all PS4 owners in the world. So I think they thought it was a safe estimate for a new product exclusive to the platform.


This makes no sense. Why would a business deliberately limit supply?

If we go by the general Nintendo accusation, it's to promote a sense of demand that would not be there had Sony adequately supplied retailers with enough stock to fill the shelves.

Otherwise I more think that in this case, They may not want to ship out too much of the initial production line in case fixes need to be done for a refresh batch later on.
 

PBY

Banned
That seems really rough for VR, just from the standpoint of: these are the holidays and this is the early adopter surge.

Just don't see anything software wise on the horizon that's gonna move the needle, and feel like all VR discussion has just dropped off from enthusiast personalities, etc.
 

xevis

Banned
This is super data's own forecast..Wish people would read the vr crapfest on this place is annoying. All we know officially from Sony is that sales were on track

In finance news "on track" is usually code telling investors not to panic. If the launch was a big success you can bet they'd be crowing about it in no uncertain terms.
 
And? It made them a shitload of money and created a ton of hype, leading to financial analysts expecting a profitable holiday season which is crazy since they mulliganed this year. Sour grapes from a greasy YouTube blowhard doesn't change that.

Nintendo aint going to hire you bro, calm down.
 

Mael

Member
If we go by the general Nintendo accusation, it's to promote a sense of demand that would not be there had Sony adequately supplied retailers with enough stock to fill the shelves.

Otherwise I more think that in this case, They may not want to ship out too much of the initial production line in case fixes need to be done for a refresh batch later on.

It's a shitty accusation because it assumes that the seller expect a phenomenon when it's clear they didn't have that much faith in it.
I know hindsight and all that but really they're limited in how much they supply and (in this case) their supplier may have been burned by the previous product being an anchor to drag for a while.
Kinda like how Nintendo had to sell the NES as a toy over a game system in the 80's to even get retailers to stock the damn thing.
 
In finance news "on track" is usually code telling investors not to panic. If the launch was a big success you can bet they'd be crowing about it in no uncertain terms.

I don't think PSVR was a shocking success, but I'm not seeing much evidence it bombed either. Its been totally sold out on Amazon, GameStop etc. for a while now. I'm thinking its probably performed right around where they expected it to be.
 

RibMan

Member
Sounds like backpedalling due to their hilarious prediction.

That could be the case. I'm assuming SuperData's forecast model/tools were based on extremely limited information on other VR headset(s) sales and an extremely optimistic view on what PSVR would be able to do in its launch window. While Sony hasn't announced PSVR numbers, I don't think their sell-through numbers are super high. If they were they would have announced them by now, right?

That's roughly less than 5% of all PS4 owners in the world. So I think they thought it was a safe estimate for a new product exclusive to the platform.

If we go by the general Nintendo accusation, it's to promote a sense of demand that would not be there had Sony adequately supplied retailers with enough stock to fill the shelves.

Otherwise I more think that in this case, They may not want to ship out too much of the initial production line in case fixes need to be done for a refresh batch later on.

Yeah, I agree.
 

TAJ

Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that.
So why ISN'T Sony marketing the PSVR? The only ad I've seen for it was a Taco Bell commercial and I haven't seen a kiosk anywhere

It doesn't really need marketing right now. It's impossible to find, at least around here, and word of mouth is strong.
At first it was just the bundles that were constantly sold out but now it's everything.
If they're shipping low numbers then that's the real headscratcher.
 
I think its very difficult to not call PSVR a success or not meeting Sony's expectations. Let's take a look at the current things we have at our disposal

- GameStop.com is sold out and has been sold out of the standalone for well over a week

http://www.gamestop.com/browse?nav=16k-3-Playstation+VR,28zu0

When I click check availability in store, it gave every location within 100 miles of me that had them. There were many store in my area that don't even appear due to no stock and those listed only show Low Stock. Not one is listed with plenty of stock

Amazon is sold out of the standalone and has been for well over a week

https://www.amazon.com/dp/B01DE9DY8S/?tag=neogaf0e-20

Given Sony is clearly selling through the inventory they are able to manufacture, I think things are sitting just fine from their point of view.
 

spekkeh

Banned
Their initial estimation was way too high, the writing should've been on the wall after Oculus and to a lesser extent Vive failed to launch into mainstream (though I don't know when they made their prediction, maybe before that). But I think there's little denying that Sony fucked up this launch, especially with the PS4Pro snafu. It may be supply constrained, but there's also no latent need created due to a complete lack of advertising. The early adopters got it (and I'm already hearing from relatives they're thinking about selling it, because even with a full push of big publisher games, it's still a lot of novelty effect and not much else) and that's it. I don't know what they're doing not advertising it. Even if it is due to supply constraints. Good luck getting people excited for something that's already four months on the market, in February.
 
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