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July 2017 NPD (U.S. Hardware) Predictions - Closes Tuesday, August 8th

I'm really curious why leak only part of the numbers? That seems odd. Maybe XB1 actually won and they are waiting for Microsoft's PR?

With NSW being #1 and PS4 a couple of units behind - let alone Xbox's sales performance in the last couple of months - I strongly doubt that.
 
That seems pretty low for Splatoon 2 tbh.
It still sold around twice as much as the original in its first month in the US, the Switch's supply still have issues, and those numbers doesn't include digital sales.

How many Wii U was sold in the US when Splatoon was released anyway?
 

Rymuth

Member
I've been saying Xbox will take the 'also ran prize' while the PS4 and NX (back then) duke it out if MS kept doing what they were doing.

I'd like to go off on something Obliterator said which is about people losing faith in the brand. I think we're seeing the extent of the 'Phil Spencer - Good Guy(R)' strategy. Certain people mock Sony for their trailers showing games coming 2018 and beyond but I think it sends a strong message ala 'We're focused on gaming and we've got software all the through 2019-2020 and beyond' - it helps sustain momentum and makes it easier to commit to the platform, knowing that there's a roadmap.

It doesn't hurt that there's a new exclusive announcement every other week. Heck, last week we got an annoucment that Sony Japan is co-developing a AAA title with a Chinese developer. It helps keeps the PS4 always relevant to the conversation.

Phil doing the cool uncle schtick was enough to make people believe he's different from Mattrick but after four years his 'the games are coming, I PINKIE SWEAR!! Just...err..buy three years worth of XBL subs, yeah?' is a well that's run out.
 

Mrbob

Member
MS need to beef up their first party efforts and get more aggressive at not losing 3rd party games.

I feel like September/ Destiny 2 launch is really when we will have a good idea if PS4 will finish the year up YoY.

If they are able to move a pretry large chunk of more units this September than last and are still up in July and August I think that will give them enough of a lead built up that even if Q4 is down they can finish ahead of 16.

I'd be shocked if PS4 doesn't end up YoY with the marketing deals/bundles and price cut/holiday promotion incoming. It should end up YoY by a healthy margin.
 
Really? I thought it was considerably lower. Reports show Wii U at 2.9m in "The Americas" by end of March 2015, then 4.8m end of June 2015.

Prior to Splatoon it must have been quite a bit lower than 4.5m (like mid to high 3m?)

It was at 4.65m end of March 2015, and then 4.85m end of June 2015.
 
If Xbox is this low now, how will the X perform at $250 more then the S? By comparison, Sony PS4 pro only sells a fraction of the base model sales. Ppl will be looking for the cheapest and best deals this holiday and a $500 offering of an already struggling console won't do much to reverse the Xbox's declining sales.
 

Zedark

Member
Splatoon 2 number looks fine imo. You would expect a significant increase over the first, and that is what we're seeing. Adding the fact that Switch has a third of thee install base, and I think Splatoon 2 is primed for legs. Of course, we will see in thr coming months how big those will be.

Switch number is disappointingly low compared to the Japan numbers. Looks like they prioritised Japan, which is a sensibele move, but it would have been nice if the rest of the world got better stock too.
 

donny2112

Member
Looks like they prioritised Japan, which is a sensibele move, but it would have been nice if the rest of the world got better stock too.

Shipping times factor in, too. Unless Nintendo is air-shipping systems, there's some extra weeks transit time for systems compared to Japan.
 

Zedark

Member
Shipping times factor in, too. Unless Nintendo is air-shipping systems, there's some extra weeks transit time for systems compared to Japan.
Right, that makes sense. I did see that Gamestop US is apparently getting restock for all its 5k or however many stores, which would indicate a massive restock, so that could line up with this reason as well.
 

noobie

Banned
Numbers has been leaked few hours ago :p

Hardware:
NSW: 222K
PS4: 217K (+34.7%)
3DS: 105K (-44.3%)

Software:
PS4: 2299K (+52.0%)
NSW: 736K
3DS: 384K (-49.2%)

Splatoon 2 #1 332k

What caused this huge spike in PS4 Physcial Software? I dont think anything worthwhile launched in this July? Wish our NPD guy can inform the number of new releases for PS4 in this july (2017) vs the last july (2016). What is the percentages of sales for this year (2017) releases vs catalog releases (2016 or earlier releases) and how it varies with last year number...
 
What caused this huge spike in PS4 Physcial Software? I dont think anything worthwhile launched in this July? Wish our NPD guy can inform the number of new releases for PS4 in this july (2017) vs the last july (2016). What is the percentages of sales for this year (2017) releases vs catalog releases (2016 or earlier releases) and how it varies with last year number...

How soon Crash is forgotten
 
What caused this huge spike in PS4 Physcial Software? I dont think anything worthwhile launched in this July?

Now that you mention it, it's damn good. There was indeed no significant release on PS4/Xbox One in July, hence Splatoon 2 taking the first place with an average performance. That spike shows how healthy the PS4 ecosystem is right now. When you don't have new software at retail, the back catalog is doing the work + the agressive sales on the digital area. My guess is Crash Bandicoot did a good second month, then you have the usual evergreen titles (GTA V, NBA 2K, Call of Duty, Overwatch, Rainbow Six Siege) and the contributions of solid spring/summer titles like Horizon Zero Dawn and Tekken 7. Final Fantasy XII The Zodiac Age was also released in July.

Here goes to August now, and with Agents of Mayhem being the biggest multiplatform release I can find, I can see Uncharted The Lost Legacy taking the top spot, unless Ark Survival Evolved find a new unsuspected audience with the retail release.
 
Now that you mention it, it's damn good. There was indeed no significant release on PS4/Xbox One in July, hence Splatoon 2 taking the first place with an average performance. That spike shows how healthy the PS4 ecosystem is right now. When you don't have new software at retail, the back catalog is doing the work + the agressive sales on the digital area. My guess is Crash Bandicoot did a good second month, then you have the usual evergreen titles (GTA V, NBA 2K, Call of Duty, Overwatch, Rainbow Six Siege) and the contributions of solid spring/summer titles like Horizon Zero Dawn and Tekken 7. Final Fantasy XII The Zodiac Age was also released in July.

Here goes to August now, and with Agents of Mayhem being the biggest multiplatform release I can find, I can see Uncharted The Lost Legacy taking the top spot, unless Ark Survival Evolved find a new unsuspected audience with the retail release.

Isn't Madden August and usually takes the top? Can't see AoM putting up any fight unless it's some surprise hit out of nowhere which is highly unlikely. Uncharted should do well of course.
 
Isn't Madden August and usually takes the top? Can't see AoM putting up any fight unless it's some surprise hit out of nowhere which is highly unlikely. Uncharted should do well of course.

Haha never mind, I'm dumb, living in Europe I made the mistake to overlook completely good old Madden. It's out August 25th so yeah, there will be no fight here.
 

noobie

Banned
Now that you mention it, it's damn good. There was indeed no significant release on PS4/Xbox One in July, hence Splatoon 2 taking the first place with an average performance. That spike shows how healthy the PS4 ecosystem is right now. When you don't have new software at retail, the back catalog is doing the work + the agressive sales on the digital area. My guess is Crash Bandicoot did a good second month, then you have the usual evergreen titles (GTA V, NBA 2K, Call of Duty, Overwatch, Rainbow Six Siege) and the contributions of solid spring/summer titles like Horizon Zero Dawn and Tekken 7. Final Fantasy XII The Zodiac Age was also released in July.

Here goes to August now, and with Agents of Mayhem being the biggest multiplatform release I can find, I can see Uncharted The Lost Legacy taking the top spot, unless Ark Survival Evolved find a new unsuspected audience with the retail release.

I dont think these numbers include digital sales numbers. I can be wrong

How soon Crash is forgotten

PS4 software got a jump of almost 800k in July to 2299k from ~1500k (from July 2016). and Crash cannot do above 300k. So still there is a gap of 500k.

I will be more interested to see how much all the exclusives of PS4
  1. Nioh
  2. Nier
  3. Horizon
  4. Crash
  5. Persona
  6. Others

have done versus the last year exclusives of First Half including Uncharted 4.
 

noshten

Member
With Gamestop receiving the first restock that rivals the launch it appears the increased production might finally be materializing.
Luckly we should have other indications about increased stock with Obon in Japan ending in a couple of weeks. If Switch stock falls considerably that will give us an indication for next months NA numbers if it remains at the current level(60-100K per week), I'd expect Switch to be >350K for August on the NPD, which would roughly be 75% than majority of slower summer months.
 
I dont think these numbers include digital sales numbers. I can be wrong



PS4 software got a jump of almost 800k in July to 2299k from ~1500k (from July 2016). and Crash cannot do above 300k. So still there is a gap of 500k.

I will be more interested to see how much all the exclusives of PS4
  1. Nioh
  2. Nier
  3. Horizon
  4. Crash
  5. Persona
  6. Others

have done versus the last year exclusives of First Half including Uncharted 4.

I would assume that even in these leaks Splatoon 2 being number one is revenue based so Crash can be above it in units sold. Also FFXII remaster launched in July and maybe did decently.
 
Nintendo only sold 200k switches in July? You gotta be kidding me.

Data would be more interesting If the Switch has not been so supply constraint, and still is, at least in US. EU got more Switch shipments since a few days (at least it is available on amazon in some countries).

Would be interesting to see the sales numbers without supply constraints, that would give a more substantial outlook of its potential future/holiday sales.
 
Remember Crash is $40 compared to Splatoon 2 $60. It's a revenue based chart.

Crash very likely sold a lot of units. It's probably 2nd for the month in total units sold
 
Why do people say that Splatoon is much bigger in Japan when ~70% of the sales of the first game came from overseas? This isn't Dragon Quest or Monster Hunter.
 
Why do people say that Splatoon is much bigger in Japan when ~70% of the sales of the first game came from overseas? This isn't Dragon Quest or Monster Hunter.

You're comparing Japan to the rest of the world. Splatoon is bigger in Japan than any other single region.

But yes, Splatoon is a successful IP pretty much everywhere, that is true.
 

bombshell

Member
Eh in the grand scheme of things though 100k would still be respectable. That's only a difference of 120k or so between PS4 and XB1.

What is the grand scheme of things that make a potential sub-100k US Xbox One number respectable? It's a disastrous result for a few reasons.

- The US is a market where Xbox One and PS4 all the time before 2017 has performed fairly close and even in several months with Xbox One as winner. So to go from being competitive in that market to suddenly sell way below half of the PS4 in June and July and a little above half of PS4 in February, March, April and May* is very bad on it's own and it makes a much, much worse implication for the worldwide sales.

- The US is where Xbox One gets most of its sales (~60%), so that would mean PS4 did more in the US alone in July than Xbox One did worldwide and PS4 did that in a market that is less important for it (~30% of worldwide). So that "only a difference of 120k or so" becomes more than Xbox One can do in total worldwide before adding the huge PS4 worldwide sales.


*The source of the XB1/PS4 2017 month comparisons is this post: http://www.neogaf.com/forum/showpost.php?p=243872091&postcount=243
 

ethomaz

Banned
What caused this huge spike in PS4 Physcial Software? I dont think anything worthwhile launched in this July? Wish our NPD guy can inform the number of new releases for PS4 in this july (2017) vs the last july (2016). What is the percentages of sales for this year (2017) releases vs catalog releases (2016 or earlier releases) and how it varies with last year number...
Well it is supposed to be always up YoY because the userbase grew over a year unless of course in the last year you had a big hit that sold millions.

Plus this year catalog looks to be "better" than last year for the first half of the year and that add sales.
 

ethomaz

Banned
That was only an assumption for the hardware leak, not NPD numbers in general. These numbers were not officially revealed from NPD btw, it is a leak.
XB1 software is for sure much higher than 384k.
Maybe that can help a bit... the leaker said:

$540 million in total
- $182 million PS4 + NSW hardware
- $183 million PS4 + NSW software
- like $35 million for 3DS hardware and software
=
And you're left with like $140 million for everything else
It should be "games market," not software market.
Even so we can only assumption yet.
 

noobie

Banned
Maybe that can help a bit... the leaker said:
$540 million in total
- $182 million PS4 + NSW hardware
- $183 million PS4 + NSW software
- like $35 million for 3DS hardware and software
=
And you're left with like $140 million for everything else
It should be "games market," not software market.

Even so we can only assumption yet.

Any idea what is worthwhile in everything else?
$140 million is a big slice of total game market and if Xbox have >$120 million than it is doing quite respectable in comparison to PS4 n Switch
 

mejin

Member
Any idea what is worthwhile in everything else?
$140 million is a big slice of total game market and if Xbox have >$120 million than it is doing quite respectable in comparison to PS4 n Switch

You're doing the wrong question. What is worthwhile on Xbox to have those numbers?
 

ethomaz

Banned
Any idea what is worthwhile in everything else?
$140 million is a big slice of total game market and if Xbox have >$120 million than it is doing quite respectable in comparison to PS4 n Switch
Well I can only make guess with these data... PS4 and Switch had close numbers in hardware and supposing the price of both are similar:

PS4 hardware: ~$91 million
Switch hardware: ~$91 million

* I believe PS4 revenue is bigger than Switch due the Pro being sold at $399 but I will stay with 50/50.

Now let's say software is 75/25 for PS4 using the 2299k/736k... I'm again supposing games have close prices between PS4 and Switch.

PS4 software: ~$137 million
Switch software: ~$46 million

In total...

PS4 ~$228 million
Switch ~$137 million

If we assume XB1 did ~$120 million (that is ignoring Vita, PS3, 360, PC, etc... that is indeed a small part):

- XB1 revenue is close to Switch revenue with a way bigger userbase.
- XB1 revenue is close to half PS4 revenue with similar userbase (the difference is around 10% only).

I don't think my assumptions shows anything "quite respectable" for MS... the opposite it is doing pretty bad in US.
 
Well I can only make guess with these data... PS4 and Switch had close numbers in hardware and supposing the price of both are similar:

PS4 hardware: ~$91 million
Switch hardware: ~$91 million

* I believe PS4 revenue is bigger than Switch due the Pro being sold at $399 but I will stay with 50/50.

No let's say software is 75/25 for PS4 using the 2299k/736k... I'm again supposing games have close prices between PS4 and Switch.

PS4 software: ~$137 million
Switch software: ~$46 million

In total...

PS4 ~$228 million
Switch ~$137 million

If we assume XB1 did ~$120 million (that is ignoring Vita, PS3, 360, PC, etc... that is indeed a small part):

- XB1 revenue is close to Switch revenue with a way bigger userbase.
- XB1 revenue is close to half PS4 revenue with similar userbase (the difference is around 10% only).

I don't think my assumptions shows anything "quite respectable" for MS... the opposite it is doing pretty bad in US.
Only 20 million for 360, ps3, vita, wii u, pc seems pretty low
 

WillySJ3

Banned
Great SW numbers for ps4, considering it was a slow month.

Remember Crash is $40 compared to Splatoon 2 $60. It's a revenue based chart.

Crash very likely sold a lot of units. It's probably 2nd for the month in total units sold

Why so many people forget that?
 
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