Thanks for that. Apologies seems Titanfall is has an impressive 34.4 and Mario Kart 8 has 34.04 attach rates
the impressive thing i see is that the rest 65%+ of xbone users are likely DOOFUSes and they havent got titanfall yet.
tsk-tsk
Thanks for that. Apologies seems Titanfall is has an impressive 34.4 and Mario Kart 8 has 34.04 attach rates
Forza 5 sold a million as per MS PR, with the same 30% attatch rate malarky as well, and give the Xbox One the same 20 month timeframe from when it launches and you're probably close to Halo coming out which would be an apt comparison to how big Mario Kart to Nintendo is what Halo is to Xbox.
I really don't think it is; suppliers make that kind of deal all the time to retailers ("We can give you one crate of hot property for every crate of crap you also buy").
That isn't the same as forced bundling of IE with windows, if thats what youre referring to...?
Suppliers are under no obligation to provide retailers with stock at all, and can do so under whatever terms they wish if the commodity is in demand enough for the retailer to put up with it.
Well, yes, obviously fresher data is better. I used the freshest data I could find. Ideally, I'd probably look up the XB360's LTD for the countries in question, compare it to the US LTD to get a baseline demand, and then maybe adjust that down a bit to account for the fact the XBone isn't likely to be quite as popular outside the US as the XB360 was.I don't suppose you have taken any data analysis courses over the years?
If you did you would know that the further from the starting time the data points are the less powerful the prediction. I mean reaching back 7 years for a Mexican PS2 LTD to determine the size of the market is one thing but going back to 1996, 18 years for Austria? Yeah that's probably not a very worthwhile data point not that I think Austria matters one way or the other really.
I wasn't hellbent on doing anything but finding the most accurate number I felt I could. I was typing up the post as I did the math; I didn't know the outcome much sooner than you did. I was actually a little surprised it came out as high as it did, but as I said, I did an awful lot of cheating in their favor, like assuming it'd be just as popular as the PS2 was. I think that's a pretty favorable assumption for XBone, especially if we're talking about its appeal outside of the US and UK. If I wanted to stick it to MS, I could've said, "but obviously isn't nowhere near as popular as the PS2 was; n * 0.75" but instead I boosted the numbers in some cases, and still fell well short of their announced total.Honestly you seem hellbent on trying to show that there is around a 140k of XB1's sold 2013 YTD that you don't think fit within whatever historical evidence you have for those countries but a few percentage change on any of those countries could mean 10's of thousands of consoles.
Okay for real, dude, are you trying to mock me, or do you seriously not understand how hypocritical you're being here? =/I mean defining the size of the Candian market by its PS2 sales seems a bit of a reach. I mean if Canadian's launch was 8% of the US's you're talking about an extra 50k units sold there. Same goes with any other territory that's calculated in the same vein
Why guess??
Code:NPD Canada LTD Nintendo DS 1128k PS2 2576k GBA 2208k [B]Xbox 360 600k[/B] Wii 560k PSP 557k PS3 211k
So... XB1 actually reached 3.3M sold WW in February 2014?
Works for me. I don't think the data is any newer, since it's from the same table, but I like the brand loyalty angle.
That brings us to 2905K WW, or 62.4% US.
I'm still not happy with the Australian numbers though. I think doubling post-launch is way too much given their purchasing history, and it seems like the initial 66K report may have included NZ, since it seems like they get lumped together a lot.
Microsoft’s Xbox One has been crowned the fastest-selling video game console to date in Australia, as its key rival, Sony, struggled to fulfil pre-orders for the PlayStation 4.
Market research firm NPD Group said a total of 65,917 Xbox One consoles were sold in its first three days on sale in Australia, more than doubling the previous launch record for the Nintendo Wii in 2006, and beating out previous records for number of consoles sold in a week.
So yeah, PM me, leakers.
Fair enough.Those 600k 360s were bought in the 2 years prior to that post whereas those 2576k PS2's were bought since 2000 over 7 years, likely with the bulk in the first 4. IE the US/CA trend for 2007 would likely be shown better on the newer system then the 7 years old system.
Except it's not a 2% adjustment. It's a 35% increase in projected Canadian demand. I'd call that a significant change, and one worthy of adequate justification. I think basing it on 360 sales instead of PS2 sales is a good justification. Changing them because otherwise Microsoft's numbers don't add up, not so much. See where I'm coming from?I just "found" 40k units in Canada based off the initial information being used being off by less than 2%. Your PS2 method underestimated CA's numbers by ~26%, wouldn't it then be logical to apply +26% to any XB1 estimation that relies on past PS2 sales to determine market size? I mean I set the historical trend of that right now
I think 3-5% can be relevant if you're talking about a small sample of sales and then multiplying them out over the course of the generation, if that's what you're getting at. If the claimed 3M was really 2.8M, that's a 7% increase for six weeks of sales, which you're then projecting out over 33 weeks. You don't think a 7% error in your starting value can add up pretty quickly when doing math like that? How big will those errors have become by the holidays? As such, doesn't it seem prudent to examine our input data as closely as possible before putting too much stock in our output?I am of course being facetious but I think you get my point that there are quite large margins for errors in your market sized based estimations. Do you really think ~3% of the XB1's 2013 LTD is too big to be within the margins of error on your calculations?
Here's my issue with the Australian numbers. Based on combined demand of Gen7 consoles as of mid-08, compared to US demand at the same time, and then multiplied against the US launch of the Bone, there should be roughly 80K in Australia and New Zealand combined, but we're counting 144K there. That's a 80% increase over projected demand, with nothing to support it beyond a hunch that 66K wasn't enough. Oh, and that's 80K based on their combined thirst for Gen7. As we were saying, basing demand on XB360 sales is likely to be most accurate, but demand for the 360 in Australia was actually lowest of the Gen7 consoles, when compared to their performance in the US. It was the PS3 that was "outperforming" in Australia at the time. Based strictly on the 360's performance, demand for the Bone should be only 71K for both countries together.I have seen no reason to believe that NZ numbers were included in the 66k number for the Australian launch.
Maybe. Do you have the sell-through numbers for Australia and New Zealand?Not sure if this is directed at me?
Fair enough.
Except it's not a 2% adjustment. It's a 35% increase in projected Canadian demand. I'd call that a significant change, and one worthy of adequate justification. I think basing it on 360 sales instead of PS2 sales is a good justification. Changing them because otherwise Microsoft's numbers don't add up, not so much. See where I'm coming from?
I think 3-5% can be relevant if you're talking about a small sample of sales and then multiplying them out over the course of the generation, if that's what you're getting at. If the claimed 3M was really 2.8M, that's a 7% increase for six weeks of sales, which you're then projecting out over 33 weeks. You don't think a 7% error in your starting value can add up pretty quickly when doing math like that? How big will those errors have become by the holidays? As such, doesn't it seem prudent to examine our input data as closely as possible before putting too much stock in our output?
Edit: Also, if their 3M is within the margin of error for my 2.8M, wouldn't 2.6M be as well?
Here's my issue with the Australian numbers. Based on combined demand of Gen7 consoles as of mid-08, compared to US demand at the same time, and then multiplied against the US launch of the Bone, there should be roughly 80K in Australia and New Zealand combined, but we're counting 144K there. That's a 44% increase over projected demand, with nothing to support it beyond a hunch that 66K wasn't enough. Oh, and that's 80K based on their combined thirst for Gen7. As we were saying, basing demand on XB360 sales is likely to be most accurate, but demand for the 360 in Australia was actually lowest of the Gen7 consoles, when compared to their performance in the US. It was the PS3 that was "outperforming" in Australia at the time. Based strictly on the 360's performance, demand for the Bone should be only 71K for both countries together.
Based on combined demand of Gen7 consoles as of mid-08, compared to US demand at the same time, and then multiplied against the US launch of the Bone, there should be roughly 80K in Australia and New Zealand combined
But we've estimated 144K for the region, based mostly on a hunch that 66K wasn't enough.
144K basically amounts to an increase in demand of 80-103% over what the US saw at launch.
What would cause the Bone to be twice as popular in Australia as it is in the US? This feels like adjustment without sufficient justification. Or rather, we were justified in adjusting the launch-weekend numbers, but it seems we may have done a horrible job of it. lol Anyway, it sounds like we needed to bump it, but to 75K, not 145K, and just assume the 66K on launch weekend tells more about front-loading than anything else.It should really be 71K, yes, but again, I'm trying to be as generous as I can.
Maybe. Do you have the sell-through numbers for Australia and New Zealand?
snip
But even after adjusting CA, you'd still need to increase all of my estimates by an additional 50% to hit Microsoft's numbers. Per your own rules, an adjustment like that should require justification beyond hitting some expected result, but hitting their numbers is the only justification you've offered for making these adjustments.Right but what explains the discrepancy between the XB1 prediction using PS2 as your baseline for CA's install base and for using 360 in your install base? And how are you sure that discrepancy isn't happening in other estimations also relying on PS2 data? I've just shown that specific discrepancy in estimation approaches objectively exists within Canada.
Again though I was merely trying to show how inaccurate estimations are that are made by assuming market size like 7 years ago or greater correlate to launch sales of a console.
No need for the pitchfork. You're the only one getting bent out of shape, brah. S'all good. <3What? 66k was announced by MS to be sales of XB1 in the first 3 days of launch in Australia. So with the bolded above your claim is that MS wouldn't sell anymore XB1's than in the first 3 days? And that it's somehow a "hunch" and not I don't know logic that they might sell some more XB1's in 2013 after the first 3 days of sales?
You've managed to make the following claims in the post above:
- MS lied about their Australian numbers too and/or sneakily included NZ in the numbers
- Somehow MS also lied about it being over 3 days??? or what?
Did you not read the blurb I posted above that very clearly specified the sales, over what time period and in what region? So you're now trying to discount two data points as being blatant lies? Two of the most recent ones we have to work with by the way.
I already posted the sources. Do you not even read what I post?Also it would be helpful if you posted your math for
[quote missing]
as it's always nice to see the numbers and sources.
1H/08 LTD AUS/NZ AUS/NZ%
Wii 10,853,000 456,000 4.2%
XB360 10,463,000 410,000 3.9%
PS3 4,853,200 285,000 5.9%
Total 26,169,200 1,151,000 4.4%
I came up with 130K while we were discussing it in the thread, because at the time, doubling their launch sales seemed like a reasonable thing to do. When I was calculating the numbers for New Zealand, I realize I grossly overestimated the size of the Australian market, so I eventually adjusted it. And even my revised estimate still cheats a bit in MS' favor; I gave them a 5.6% bump over projected demand to 75K.And what is your backtracking? You bumped up Australian numbers not me.
No, we avoid that because all of the estimates are relative to its actual measured launch performance, primarily in the US. Thus, "fastest selling console" is already factored in.Not going to read all that, but I'm wondering, wouldn't historical data be less helpful, and more of a hinderance, as Xbox One was the fastest selling console (Besides PS4)? Sorta breaks any data you guys are bringing up, as trends would be different. Could be completely off base, and you guys could've already discussed that, but that's just how I look at it.
It's certainly illegal over here. We have compulsory training at work reminding us not to engage in this behaviour.
http://en.m.wikipedia.org/wiki/Tying_(commerce)
Not that I can find. If it went through these things take years, or are settled with NDAs.Is there any update on the Surface RT sue ?
Tying is only illegal if the two items are unrelated. So you can sell a console with anything else game related in a bundle, but not only sell consoles in conjunction with bread makers (though having to buy a PS4 together with three xbox one games could likely raise some eyebrows too).I don't know US law, but that article seems to be about to consumer bundling, rather than to retailer bundling. I'd also surmise its difficult to prove; its not uncommon for 'hot' consoles to only be available to consumers in more expensive retailer bundles
No need for the pitchfork. You're the only one getting bent out of shape, brah. S'all good. <3
I'm not saying MS lied at all. I'm sure they sold 66K in 3 days. At first, it seemed reasonable that they sold 130K in 38 days or whatever.
Why didn't Australia sustain their opening weekend performance like the US did? Well, maybe it's because they weren't moving 100K units a day like the US was? With all of the pre-orders and home delivery this generation, is it really so hard to believe that a demand of 75K measly units across Australia and New Zealand could be 90% fulfilled on the opening weekend? XBone was actually sold out for a few weeks in the US, so it simply took time to fulfill that initial wave of demand. Did they stop at 66K because the money was spilling out of the register on to the floor, or because they'd emptied the line?
I already posted the sources. Do you not even read what I post?
Anyway, here's a clip of the spreadsheet I made.
Code:1H/08 LTD AUS/NZ AUS/NZ% Wii 10,853,000 456,000 4.2% XB360 10,463,000 410,000 3.9% PS3 4,853,200 285,000 5.9% Total 26,169,200 1,151,000 4.4%
I came up with 130K while we were discussing it in the thread, because at the time, doubling their launch sales seemed like a reasonable thing to do. When I was calculating the numbers for New Zealand, I realize I grossly overestimated the size of the Australian market, so I eventually adjusted it. And even my revised estimate still cheats a bit in MS' favor; I gave them a 5.6% bump over projected demand to 75K.
This, in much the same fashion that we corrected the estimate for Canada. Except this time it was a decrease. You win some, you lose some. /shrug
Market research firm NPD Group said a total of 65,917 Xbox One consoles were sold in its first three days on sale in Australia, more than doubling the previous launch record for the Nintendo Wii in 2006, and beating out previous records for number of consoles sold in a week.
You dismiss me with, "meh We're talking about 40K units per country," but 40K units is a lot for the countries in question. That's what you're missing here. According to this linkless B3D post, after 26 months on the market in Austria, the Mighty PS2 had sold 26,988 units. Not thousands of units. Units. Think about that for a second. I already have them down for 30,000 XBones, and you're suggesting I tack on another 40K? Are they using them to repave the roads?
VENDITE HARDWARE AUSTRIA
Dati fino a Novembre 2007
360: 47,000
There's around 3.1 million last generation video games (Xbox, PlayStations and Wii) in Brazil, but still the market leader console is PlayStation 2, from Sony, present in 41.2% of Brazilian households, followed by the Xbox 360 with 40.9%. In third, ranks the PlayStation 3, owned by 40.5% of the Brazilian gamers.
Vendite Hardware in Messico (fino al 31 dicembre 2007)
360 550.000
Hardware totale in Nuova Zelanda (Aggiornato al 31 Dicembre 2009)
360: 140,000
No, we avoid that because all of the estimates are relative to its actual measured launch performance, primarily in the US. Thus, "fastest selling console" is already factored in.
have we got some credible break down between X360 n XB ONE from 1.1M?
Brazil: 58k
Based on 360 LTD in Brazil as of March, 2013
There's around 3.1 million last generation video games (Xbox, PlayStations and Wii) in Brazil, but still the market leader console is PlayStation 2, from Sony, present in 41.2% of Brazilian households, followed by the Xbox 360 with 40.9%. In third, ranks the PlayStation 3, owned by 40.5% of the Brazilian gamers.
Thus 3100k*(.409)= 1268k
US 360 LTD as of March 2013 < 39.865M [I subtracted 360 sales from November 2013 to June 2014 from current LTD so it's actually higher than it should be]
1268/39865 = 0.031951618999622 ~ .032
1817k*(0.032) = 58k
Just pointing out here, you'll notice it doesn't add up to 100%, because the percentages refer to households with console X Y or Z, while the number is an LTD figure for the gen. So you can't mix both.
EA (in millions)
Q1 FY15 Platform Net Revenue (GAAP)
360 / PS3 -> $543
XBO / PS4 -> $293
---------------------------
Q4 FY14 Platform Net Revenue (GAAP)
360 / PS3 -> $562
XBO / PS4 -> $172
April - June (US +JP)
2007 Wii ($249) -> 1,992,875
2001 PS2 ($299) -> 1,506,401
2008 PS3 ($399) -> 1,006,037
2006 X360 ($299/$399) -> 816,919
2014 PS4 ($399) -> 793,281
2002 Xbox ($199) -> 615,989
2007 X360 ($299/$399) -> 566,902
2002 GC ($149) -> 514,115
2007 PS3 ($499/$599) -> 401,212
2014 Xbox One ($399/$499) -> 391,000
2013 Wii U -> 218,041
Are the ad homs strictly necessary? You keep going out of your way to depict me as unhinged. Why not let your arguments speak for themselves? If anyone is actually paying attention, I'm sure they can make their own decisions about who's trying to have a reasonable discussion and who has their fingers in their ears.*Except in Australia because I, ServerSurfer, believe the market can't possibly support the numbers that results even though we have solid numbers on at least the first month of sales that strongly suggest otherwise
Err, no, Australia is the only case where we've changed the methodology to "double their launch." In all other cases, the methodology is "some fraction of what was sold in another, known market during 2013." You've convinced yourself the former is the only valid method of estimating sales in Australia and refuse to let it go, no matter how unlikely the results it produces. So I guess we may as well start withBut yes let's say US sales aren't applicable in Australia because the numbers don't work but just assume that using that method for every other country works out perfectly. Okay...
No point speculating, it aint going to happen.If Microsoft splits the Xbox division into their own company. Will they still be able to use Microsoft money?
Is post-whining treated differently than thread-whining?No point speculating, it aint going to happen.
Australia: First, "Let's compare November" doesn't really work. XBone was heavily supply constrained in the US during November, so those sales don't measure demand; they measure supply. Since we have no measurement of demand in the US, we can't make a prediction about demand in Australia or anywhere else. It's only because XBone was freely available worldwide by mid-December that we're able to use the full 2013 sales to estimate launch-holiday demand in the other markets.These estimations wouldn't really work with PS4 for example, because we can't really measure the demand in 2013; only the supply.But no, front-loading isn't a thing.
Okay, so let's get something clear. After 28 months, Australia and New Zealand combined to purchase 410K XB360s, an average rate of 14.6K per month. Your estimate of Australian sales has them down for a minimum of 132K in just over a month, which is about a third of what the XB360 had sold in almost two and a half years in Australia and New Zealand combined. Does that strike you as a realistic estimate of their likely launch performance? I thought front-loading wasn't a thing. Are you predicting XBone will end up outselling XB360 by a wide margin? Why? It seems like the sales would need to drop off at some point. But you feel they must have sustained their launch-weeked sales rate for at least as long as the US did because why, exactly?
Suppose, just for a minute, that the total holiday demand in Australia and New Zealand really was ~75K. From a strictly logistics perspective, what do you suppose is the minimum amount of time it would take to fulfill 75K orders there? Well, they did ~22K/day in Australia alone, so in theory they could sell 75K in both countries in 3-5 days, tops? Now, once they've satisfied the holiday demand in the first week, what do they sell for the rest of the year? Or rather, to whom do they sell it? Everyone who wanted one already got one by the fourth or fifth day, because there were no more lines, so why wait? If you had decided to get yourself the brand-new console for Christmas, would you actually wait until Christmas to do so, or would you go ahead and pick it up at launch? I imagine the vast majority of early adopters would want to be as early as possible. Hence, heavily front-loaded sales. Didn't we get reports of heavy front-loading in Germany? Is it your supposition that this could only happen in Germany, or that Australia has some special immunity?
No point speculating, it aint going to happen.
Are the ad homs strictly necessary? You keep going out of your way to depict me as unhinged. Why not let your arguments speak for themselves? If anyone is actually paying attention, I'm sure they can make their own decisions about who's trying to have a reasonable discussion and who has their fingers in their ears.
Err, no, Australia is the only case where we've changed the methodology to "double their launch." In all other cases, the methodology is "some fraction of what was sold in another, known market during 2013." You've convinced yourself the former is the only valid method of estimating sales in Australia and refuse to let it go, no matter how unlikely the results it produces. So I guess we may as well start with…
New figures from German analyst group GfK indicate that the Xbox 360 has sold over 30,000 units in its first four days on sale
Australia: First, "Let's compare November" doesn't really work. XBone was heavily supply constrained in the US during November, so those sales don't measure demand; they measure supply. Since we have no measurement of demand in the US, we can't make a prediction about demand in Australia or anywhere else. It's only because XBone was freely available worldwide by mid-December that we're able to use the full 2013 sales to estimate launch-holiday demand in the other markets.These estimations wouldn't really work with PS4 for example, because we can't really measure the demand in 2013; only the supply.But no, front-loading isn't a thing.
Okay, so let's get something clear. After 28 months, Australia and New Zealand combined to purchase 410K XB360s, an average rate of 14.6K per month. Your estimate of Australian sales has them down for a minimum of 132K in just over a month, which is about a third of what the XB360 had sold in almost two and a half years in Australia and New Zealand combined. Does that strike you as a realistic estimate of their likely launch performance? I thought front-loading wasn't a thing. Are you predicting XBone will end up outselling XB360 by a wide margin? Why? It seems like the sales would need to drop off at some point. But you feel they must have sustained their launch-weeked sales rate for at least as long as the US did because… why, exactly?
It seems like the sales would need to drop off at some point. But you feel they must have sustained their launch-weeked sales rate for at least as long as the US did because… why, exactly?
Suppose, just for a minute, that the total holiday demand in Australia and New Zealand really was ~75K. From a strictly logistics perspective, what do you suppose is the minimum amount of time it would take to fulfill 75K orders there? Well, they did ~22K/day in Australia alone, so in theory they could sell 75K in both countries in 3-5 days, tops? Now, once they've satisfied the holiday demand in the first week, what do they sell for the rest of the year? Or rather, to whom do they sell it? Everyone who wanted one already got one by the fourth or fifth day, because there were no more lines, so why wait? If you had decided to get yourself the brand-new console for Christmas, would you actually wait until Christmas to do so, or would you go ahead and pick it up at launch?
I imagine the vast majority of early adopters would want to be as early as possible. Hence, heavily front-loaded sales. Didn't we get reports of heavy front-loading in Germany? Is it your supposition that this could only happen in Germany, or that Australia has some special immunity?
Brazil: That works for me. You guys caught the 40% thing, so that's good. Based on 3.1M in Brazil and my ass-sourced estimates of 85M PS3 and XB360s plus 100M Wiis, I'd come up with "`~1% of global," but I don't know how accurate my estimates were, and they're probably based on shipments anyway. Measuring against US NPD is better, I agree. That said, that keep in mind that every time you "round down" in the US, you're bumping the Brazilian numbers a tiny bit.
Italy: Good job there. I couldn't find unit sales, so I just compared their spending to Germany. It didn't occur to me to look for sales predictions, but I suppose Ubi's predictions are better than anything we're likely to come up with on our own, and you seem to have massaged them appropriately. They didn't happen to make any other predictions, did they?
Austria, Mexico, and New Zealand: Sorry, but can we get some better sources there? Personally, I've never even heard of everyeye, but none of their links work. Austria and Mexico point to sites that don't even exist anymore, and the link for New Zealand is broken. The only link I was able to follow on the site takes me to numbers for New Zealand that strongly disagree with the numbers you cited, but don't really seem to conflict with the numbers I posted earlier. All of the figures are actually substantially higher than the figures I was able to track back to verifiable sources for my estimates.
This would be interesting. We should try using this method to predict demand for countries like UK, Germany, France, and Spain, and see how our estimated demand compares to the measured results. That'll give us a better idea of its actual non-US appeal than simply assuming it to be equal to that of the PS2/360/etc. I predict substantial overestimations — especially outside of the UK — but we'll see. Anyone have XB360 LTDs for any of these countries?
Sorry, I thought I'd explained that. Lemme try again.This methodology relies on using the 1817k which represents US's 2013 YTD and includes the 909k from November so I don't understand why in this case November's numbers are terrible to use when they are clearly built into every other LTD estimation? Sure there's more data there that could be used if we had more Australian data but we don't.
Doesn't all of this imply XBone had a comparatively weak launch in the UK? In the US, XBone tripled the 360's launch numbers, but only managed roughly 2.5x in UK. For every four US XB360 sales, there was one in the UK, but it took five US XBone sales to "generate" a sale in the UK. Was XBone freely available in the UK by Christmas? IIRC, they'd actually already started discounting by then, hadn't they? So if the UK launch wasn't particularly supply-constrained, that would seem to imply a fairly significant drop in non-US appeal for XBone when compared to XB360, even in a stronghold like the UK. No?Thus for XB1 sales UK is ~20% of the US
Compared to the US 360 launch where ~607k units were sold, UK represented ~24.7% of the US market
Okay, so your prediction calls for 91% front-loading, and mine calls for 99% front-loading which takes it completely outside of the realm of possibility? Srsly? It's only 99/91 = 108.8% of the front-loading you've predicted. Is that really such a huge variation?But like they did? 66k in 3 days is 22k a day, I'm suggesting that in the next 35 [I think it's 35?] days it sold about 1.88k a day, that's a pretty severe drop around 91%
Although with your 75k estimate, it would go from 22k a day to 257 a day, a drop off of about 99%
But again, what factors exist to prevent massive front-loading? MS was doing at least 100K/day in the US. Sony had a million-unit day in North America, FFS. Is it possible that rather than simply "22K/day," Australia's launch weekend broke down more like this?I get you're talking about severe front-loading but its a spectrum and I'm not really sure the LTD based approach has more weight to it then the most relevant data point we have for any of the Unknown ROTW countries.
Fri = 45K
Sat = 15K
Sun = 6K
That's fine, the adjustments you made only totaled a few K on the back end anyway. I only mentioned it because it sounded like you were trying to be conservative by subtracting, but now I realize you were being conservative about how much you were subtracting.[Brazil]
Yeah, I meant for other countries. lolThey gave some PS4 estimates. I did link it under the Italy estimation but might be hard to see
lol Actually, the reason I used the PS2 numbers from Canada is because you'd already said they were 1/17.5th of the US market, and I thought, "Oh, good, he's already done that math for me."Ireland's estimation is actually a subtle poke at you
You used Canadian PS2 numbers to try and extrapolate XB1 numbers when 360 numbers were there. I assure you if I [or you for that matter] could find any 360 numbers of merit I would use those instead.
Earlier BKK linked figures showing Ireland to be roughly 5% of the UK by software unit sales, in response to Raist's claim that historically Ireland is roughly 10% of Germany or France.Where is the 5% for Ireland in relation to UK from anyways?
That's actually the article I referred to just previously with the 45K figure. From what I could tell, only the worldwide data in that article was Chartz-sourced, and the NZ-specific information came from "industry data," which I assumed to be NPD-NZ or the like. The actual source of the NZ-specific data wasn't specified, but based on the wording of the article, it appears to be distinct from the Chartz-sourced worldwide data, at the very least.Everyeye is used by a couple of other sales-agers for historic NPD data. I see no particular reason to disbelieve their other claims considering they simply post what they find in articles. There was only one set of data that I found suspect and that was the first set of NZ data that was Chartz based. But the second set [for NZ] is from MCV, and most of the other is from Gamasutra or notable local outlets [such as Mexico which is from a large Magazine chain there]
Well, the only down-under numbers I was able to find initially was this IGN article which stated that by mid-2008, XB360 had sold a total of 410K in Australia and New Zealand combined. That works out to an estimate of 71K holiday demand if we base it directly on their XB360 sales, or 80K if we use the more favorable comparison of 4.4% Gen7 consoles overall when compared to the US. So I basically just split the difference lest I be accused of going out of my way to punish MS by using the agreed-upon XB360 comparison as-is and called it 75K. Then I split that arbitrarily between the two countries 70/5, since for our purposes, it didn't really matter who sold what.The figures that you say are higher than what your sources say, do you mean for NZ, Mexico, and Austria or just NZ? I can't remember any notable sources for Mexcio prior to this. I assumed everyeye would be okay considering you pointed me to a source on Austria sales that was also either linkless or a broken link
Would you mind doing a quick summary of the numbers you have that contradict the figures I posted? I remember an Austria source that showed PS2 numbers and one way back that showed PS1 numbers but that's it. And I don't think you've shown any numbers from Mexico? At least not that I remember.
Yeah, it sucks. Storage is cheap, so you'd think they'd archive this stuff, especially places like Edge and MCV. Anyway, I hope the apparent incongruities in the NZ data helps explain why I prefer data I can examine to data I can't, wherever possible.Yes this would be very useful to do as it would allow for testing of the strength in the LTD based estimation approach. Technically everyeye has LTD's for a lot of those countries but I guess you wouldn't be interested in that? I of course much prefer direct articles for past sales numbers but internet articles often disappear after 5 years or so :\
I'm trimming some of your quotes. Not to cherry pick, but just to shrink my own post. lol Lemme know if I miss anything important.
Sorry, I thought I'd explained that. Lemme try again.
Okay, we're trying to estimate launch-holiday demand for the XBone, right? Looking at US Nov NPD would seem like a reasonable enough place to start, in and of itself. However, we know XBone was heavily supply-constrained in the US during November; it was as sold-out as you could reasonably expect a new product to be. Because of that, we don't really know what the actual demand was in the US; we only know the US supply was smaller than the demand. US Supply < US Demand
Now, if we take the measurement of US supply, and try to use it to estimate AU demand, we have an apples-to-oranges comparison. Since we don't really have a direct measurement of demand in the US, we're effectively trying to make extrapolations from an empty data set, or rather, a set which contains a single point of data that we know to be flawed.
We know that your input data was "too low," and sure enough, at the other end it produced a prediction of demand that was lower than the measured demand. But that's not an anomaly, because we knew going in that we didn't have a full measurement of US demand, so our predictions in AU can't do anything but come up short.
Once we add in Dec, we know in hindsight that the Nov sales turned out to be about half of the actual US holiday demand. Thus, US Nov sales you used were only a half-measure of total US holiday demand, because the sales were actually a measure of supply. USS = USD * 0.5
Armed with that information, we can now rexamine your Nov-only analysis, and lo and behold, your half-measure of US demand produced a prediction of Australian demand that was roughly half of their actual, measured launch demand per NPD-AU. That's how it works; if you multiply one side of the equation by 0.5 knowingly or otherwise the same thing is gonna happen at the other end.
Lastly, we know the full 2013 NPD was indeed a full measure of US holiday demand, because XBone was fully stocked there by mid-Dec no one who actually wanted one for Christmas had failed to get one and therefore it's safe to base other estimates of demand off of it, unlike the Nov-only NPDs, which only measured supply.
Does that make more sense?
Doesn't all of this imply XBone had a comparatively weak launch in the UK? In the US, XBone tripled the 360's launch numbers, but only managed roughly 2.5x in UK. For every four US XB360 sales, there was one in the UK, but it took five US XBone sales to "generate" a sale in the UK. Was XBone freely available in the UK by Christmas? IIRC, they'd actually already started discounting by then, hadn't they? So if the UK launch wasn't particularly supply-constrained, that would seem to imply a fairly significant drop in non-US appeal for XBone when compared to XB360, even in a stronghold like the UK. No?
Okay, so your prediction calls for 91% front-loading, and mine calls for 99% front-loading which takes it completely outside of the realm of possibility? Srsly? It's only 99/91 = 108.8% of the front-loading you've predicted. Is that really such a huge variation?
You seem to feel that supply wasn't really a concern in Australia, and I tend to agree; the launch-weekend articles I've seen didn't really mention any attendant sellouts, and a bit of light googling on the subject only revealed people laughing about the fact it still hadn't sold out three days after launch, etc.
So if we're assuming XBone to have been freely available down under, then what factors exist to limit the rate of sale? "Not much," from what I can see, so no, massive front-loading doesn't surprise me very much. Anything other than massive front-loading is what would be surprising.
But again, what factors exist to prevent massive front-loading? MS was doing at least 100K/day in the US. Sony had a million-unit day in North America, FFS. Is it possible that rather than simply "22K/day," Australia's launch weekend broke down more like this?
Yup, entirely possible, and as I've been saying, there's really nothing to stop it looking like that. I mean, is there any reason to think it wouldn't sell "as quickly as possible" once available? It's not physically impossible to ring up 45K consoles in a day, I'd imagine. All of the PS4s around here got snapped up in a day. Even the cameras were all gone when I checked the following morning. Do we have some data showing Australian XBox owners to be exceptionally lazy? If there were really 140K Australian gamers champing at the bit to get the Bone, then where were they on launch day? The PS4 buyers kept showing up until they were turned away, after all, as did XBone buyers in the US.Code:Fri = 45K Sat = 15K Sun = 6K
So if the sales slope for the first three days looks anything like that, which would be a more likely prediction for the month that followed, ~9K or 66K+?
That's fine, the adjustments you made only totaled a few K on the back end anyway. I only mentioned it because it sounded like you were trying to be conservative by subtracting, but now I realize you were being conservative about how much you were subtracting.
Yeah, I meant for other countries. lol
But 3.7:1 for PS4 after a year damn
lol Actually, the reason I used the PS2 numbers from Canada is because you'd already said they were 1/17.5th of the US market, and I thought, "Oh, good, he's already done that math for me."
Earlier BKK linked figures showing Ireland to be roughly 5% of the UK by software unit sales, in response to Raist's claim that historically Ireland is roughly 10% of Germany or France.
If they're buying 5% as many games as the UK, I would assume they have roughly 5% as many consoles to play them on.Ignoring the fact that the Irish consoles are apparently all PlayStations, natch.
That's actually the article I referred to just previously with the 45K figure. From what I could tell, only the worldwide data in that article was Chartz-sourced, and the NZ-specific information came from "industry data," which I assumed to be NPD-NZ or the like. The actual source of the NZ-specific data wasn't specified, but based on the wording of the article, it appears to be distinct from the Chartz-sourced worldwide data, at the very least.
If we're assuming all info on everyeye to be reasonably accurate, then it implies a massive mid-generation leap in NZ sales for the XB360 after mid-2008. The earlier article tells us it was averaging 1607 units per month in NZ for its first 28 months on the market, but then the second article tells us sales immediately jumped to 5278/mo for the 18 months that followed.
That's quite a bump for me to swallow without explanation, and everyeye offers none; just lists of numbers and broken links. With this pre-dating the release of Kinect by 11-17 months, I can't really think of a reasonable explanation for such an increase. The MCV article may have offered one, but I don't know, because I can't read it. Maybe it was Chartz-sourced.
When looking for Austrian numbers to put in to The Estimate, the top hit was the discussion about the 27K PS2s, but since there was no link to the original article, I kept searching. I used the PS1 data in The Estimate, because while older, we were able to examine it directly ourselves. FWIW, both reports seem relatively consistent with one another at first blush 15K PS1s in a year Vs. 27K PS2s in two. The PS1 article basically told us that Austria was ~0.25% of the global market, which would imply sales of 7-8K XBones, assuming it was equally popular there. That's a good bit less than your estimate of 11K percentage-wise so I'd like a chance to examine the "original" data for myself to try to determine the source of the discrepancy.
You say "SalesAgers know" Canada is 10% of the US, but when we actually looked at it ourselves, it turned out to be a fair bit smaller than that.
See where I'm coming from on this?
Well, the only down-under numbers I was able to find initially was this IGN article which stated that by mid-2008, XB360 had sold a total of 410K in Australia and New Zealand combined. That works out to an estimate of 71K holiday demand if we base it directly on their XB360 sales, or 80K if we use the more favorable comparison of 4.4% Gen7 consoles overall when compared to the US. So I basically just split the difference lest I be accused of going out of my way to punish MS by using the agreed-upon XB360 comparison as-is and called it 75K. Then I split that arbitrarily between the two countries 70/5, since for our purposes, it didn't really matter who sold what.
I got 860K PS2s in Mexico at the end of 2007 from vgsales.wikia, though upon further examination, I'm embarrassed to say it in turn cites an Edge article which is now 404, so I guess it's not substantially better than an everyeye citation. Regardless, that worked out to 2% of the US market, and I gave them a 50% bump to 54K units because I was feeling generous, basically. So when you produced an estimate that was more than double my already-inflated estimate, I wanted to see where you got the numbers you were working with. Turns out that neither of our sources are super-solid though.
The only reason I mentioned the Austrian PS2 numbers later was to attempt to illustrate the absolute size of the Austrian market for you. It took them a year to buy 15K PS1s, and supposedly it took two years to buy 27K PS2s, so 11K Bones in a month seems hard to swallow./rimshot
For the record, this is all linked and explained in Post #1516 at the top of the page, where I laid out the initial Estimate.
Yeah, it sucks. Storage is cheap, so you'd think they'd archive this stuff, especially places like Edge and MCV. Anyway, I hope the apparent incongruities in the NZ data helps explain why I prefer data I can examine to data I can't, wherever possible.
I'm not really against everyeye per se. I'd just like to be able to read the source, especially if the information seems to conflict with sources I've already read.
Yes, I skipped that post intentionally, because it was basically just a strawman. An "insider" popped up to say I had no idea what I'm talking about because they know for a fact that post-launch sales in Australia have been non-zero. Great, but I never claimed they were zero, so whatever.Plus there's still that post on this page directed at you, not that I think it's a smoking gun or anything. Simply meaning that it doesn't appear obvious what Australia's XB1 launch behavior was.
lol Yes, I just said as much in the very block of text you quoted, and concluded by saying thus far we've both failed to produce any verifiable data for Mexico.The link on that site for Mexican PS2's is dead though.
Yeah, and I worry about taking markets that traditionally account for 10K and saying, "Well, 40K isn't that much more, and it makes my numbers work "I kind of worry about predicting a market based off its relative size to a massively larger market [basically what we're doing for all estimates since US is biggest]. For example if Ireland was 95% of the UK market then trying to project one onto the other would be a very good comparison because being off by a percentage or two won't change results very much in that comparison but when the market is 5% of the other? Then a percentage or two change can result in a large relative change in the smaller market's size.
You seem to have missed the basic point here. Yes, everyeye's numbers are all perfectly legit and there was no conspiracy in 2008 to make me look like a fool on GAF today. Granted.Yeah I couldn't quite place where that articles NZ numbers come from but the other data set was further into the generation so more data and plus from MCV so highly trustworthy assuming there wasn't a conspiracy amongst everyeye posters back in 2008 to purposefully mislead visitors once the links went dead.
Umm, no, because I never made the claim that your front-loading was unrealistically small. You basically rebutted my estimation with, "No way it's that high, dude!!" I responded with, "Huh? It's practically the same value you just called for. =/"Wat? Shouldn't my response just be "dude my number is only 8% lower than your number, it follows the data, why you giving me beef?"
I dunno, man. I feel like we're just spinning our wheels here.[Australia]
lol Yeah, maybe we should take this opportunity to try to reboot things. I do think it's possible to get a reasonably accurate estimate of potential XBone demand around the world, but yes, I think our approach has been haphazard at best. To be fair, I may have started us down that path with my back-of-the-envelope estimations of just how tiny these markets really are using whatever data happened to be at hand, so sorry for that.lol I do worry about how variable our approaches seem to be.
Yes, I skipped that post intentionally, because it was basically just a strawman. An "insider" popped up to say I had no idea what I'm talking about because they know for a fact that post-launch sales in Australia have been non-zero. Great, but I never claimed they were zero, so whatever.
That, or they were trying to claim that XBone was effectively sold out through February, which I deemed equally unworthy of response.
lol Yes, I just said as much in the very block of text you quoted, and concluded by saying thus far we've both failed to produce any verifiable data for Mexico.
Yeah, and I worry about taking markets that traditionally account for 10K and saying, "Well, 40K isn't that much more, and it makes my numbers work…"
You seem to have missed the basic point here. Yes, everyeye's numbers are all perfectly legit and there was no conspiracy in 2008 to make me look like a fool on GAF today. Granted.
But the data points they posted for NZ are not internally consistent with one another, and only the figure I can examine myself seems to match up with other figures I can also examine. Therefore, the anomalous, unavailable data carries less weight, no matter to whom it was originally accredited.
If you think all their data can be taken at face value, then maybe you can explain to the class why XB360 sales tripled in NZ beginning mid-2008, because I certainly can't.
Umm, no, because I never made the claim that your front-loading was unrealistically small. You basically rebutted my estimation with, "No way it's that high, dude!!" I responded with, "Huh? It's practically the same value you just called for. =/"
I dunno, man. I feel like we're just spinning our wheels here.
I say, "If another 75K Aussies wanted the Bone, where were they on launch day? Everyone in the US showed up. It's not like they were turned away down under; we haven't seen a single report of supply shortages, and I actively looked for them. So what gives?"
And then you come back with, "Yeah, I couldn't find any reports of shortages either, but c'mon, son. I think we have all of the evidence we really need here. We know MS only shipped 66K for launch day, because they didn't sell any more than that. Duh."
/facepalm
Dude, you have absolutely no evidence of that whatsoever beyond your firm belief that the XBone is just as popular as MS wants us to think. Look at the launch articles again. Did any of them say, "Yeah, we sold the entire shipment of 66K in under four hours, so come back next week," or anything of the sort?? /sigh
After all of our back and forth, I remain convinced that even with fairly generous estimates about the size of these markets and XBone's potential desirability therein, we still fall well short of the sales MS claimed. You remain convinced that with ridiculously generous estimates, we actually can get sorta close to their estimate.
And don't forget that what you're clinging to so desperately is their "internal estimate." Likely generated by the same team that produced an "estimate" of 1M day-one sales before Day One had even ended, FFS. For all we know, their estimations began with Hyrb saying, "Well, obviously, it's gonna be more popular than XB360, amirite, team??" But I suppose the knowledge that they play fast and loose with their estimates will do nothing to sway your belief that this estimate is accurate, much like the knowledge that they misled people about Surface sales to make it seem like it was a lot more popular than it really was did little to sway your belief that they would never mislead people about XBone sales to make it seem like it was more popular than it really was.
lol Yeah, maybe we should take this opportunity to try to reboot things. I do think it's possible to get a reasonably accurate estimate of potential XBone demand around the world, but yes, I think our approach has been haphazard at best. To be fair, I may have started us down that path with my back-of-the-envelope estimations of just how tiny these markets really are using whatever data happened to be at hand, so sorry for that.
Anyway, take for example the US/UK launches. Yes, as you mention, supply constraints in either country for the XB360 launch could easily throw off your analysis, and in turn, the conclusions I drew from it. In fact, "early-gen" issues like supply constraints and front-loading brings up one of the things that's been bugging me the most about our methodology.
I think looking at LTD numbers to glean historical info is inherently flawed. Not because the data is out of date necessarily, but because it can give us a very skewed perception about the state of the market depending on when our snapshot was taken. If we sample too early, our data becomes polluted by things like supply constraints, front-loading, and perhaps most importantly, launch-date variations.
Let's look at Canada. IIRC, those numbers were from 2007. So PS2 had been on the market for 7 years, XB360 for 2, and PS3 for 1. You claim the XB360 sales as most relevant, because it's on-brand and the sales are more recent than the bulk of the PS2 sales, meaning it would give us a better sense of the current state of the market. Fair enough, but the thing is, it only gives a sense of the state of the market as of 2007.
Why is that important? Well, because in 2007, XB360 was just coming off of a year of being the only game in town. For half of the two years prior, XB360 was literally the only choice if you wanted a next-gen console. Meanwhile, Sony were still struggling with manufacturing issues going in to the year. So armed with that additional information, is it any wonder that shifting from 2007 PS2 LTD to 2007 XB360 LTD made us go, "Damn, XB360 is more popular than PS2!!" If you snapshot XB360 sales in 2006, then you're effectively doing your estimations by saying, "What if it was the only Gen8 console available… Then how much would it sell??"
See where I'm coming from on this? Yes, new data is better than old data, but full-gen data has had a lot more time to "mellow" than early- or mid-gen data. Just look at New Zealand; if we'd taken our snapshot in 2008 instead of 2009, we'd only be working with a third of the XBone's true appeal.
I think a better approach would be to compare full-year sales, from as recently as possible. So, if we can find out how many XB360s were sold in the UK in 2011, we can then compare that directly to 2011 US sales, and from there we can start estimating the comparative strength of the XBox brand there "these days." Maybe Australians bought 47 hojillion XB360s by 2009, and in 2010 collectively said, "You know what, fuck MS," and purchased nothing but PlayStations from there on out.We have no idea.I mean, since MS started the generation with a lead and eventually Sony passed them, we know that's what really happened, amirite?
So yeah, I realize that such data may be even harder to find, but I think it's likely to produce better results than what we've had up to this point. We need to try to find out how popular the XBox brand is now, not how popular is was back when it had no competition. If we could get annual sales data for any of the leaked countries from say 2010-2012, we can then use that to make a better prediction of "brand demand," and then compare that prediction to the leaked results to start getting an idea of how much mindshare XBox has really lost outside of the US when compared to the XB360.
Is this making sense? lol
The positive here is that Microsoft has the financial means to weather this storm and if they have the right decision makers in place, they're going to release a much stronger product in the next generation.
The positive here is that Microsoft has the financial means to weather this storm and if they have the right decision makers in place, they're going to release a much stronger product in the next generation.
Who says they have to wait till the next generation to make a much stronger product?
With the updates they're pushing out, they're making a good case that they can reverse all the Don Mattrick nonsense out and still have a great console.
I love my PS4, but it doesn't get the use my X1 does. It's on every day since the cable box runs right through it. Being able to cook dinner in the kitchen and change channels with my voice has been great.
Did I want that ability going into this generation? No. But now that I have it, I don't know that I can give it up.
The convenience of having everything on one input on my TV and ditching all the remotes is starting to make the case to me I need to get more 3rd party games on the X1...even if I can see the 900p low rezness on my 55" TV I sit 4 feet from.
That said... TLOU remastered is quite nice...even if I have to pull out the remote to change the input to the PS4 to get to it.
How much say would Nadella have with seeing these lackluster numbers and want to start cutting certain losses? He never seemed like a huge fan of the Xbox division, but could he then use something like these figures as fire to shift around resources to the things he is more openly passionate about (cloud computing).
Yeah about that... i don't think they will, ever since they were planning to enter gaming with the OG XB, i remember reading features on MS and owning the living room was always their number one priority, but now it's become quite clear that they're not gonna achieve that lofty goal, what are they going to keep fighting for now?, specially when they're not making much profits out of the XB division?, i'm thinking it getting axed is more likely than there being a successor.
Link?
I'm not sure that it's possible for any console to become the hub. And if Microsoft realizes that, what's their new strategy? Do they keep swinging away trying to claw out a profit with a pure gaming machine or do they pack it in?
It is not what he considers a "core" part of Microsofts business (http://fortune.com/2014/07/14/microsoft-ceo-until-we-really-change-culturally-no-renewal-happens/) not a full on hate, but he definitely sees it as an extra thing and not what MS is really about.
Xbox isnt that far from [the core], Naella said. We can do a few more things than the core. But the point is, youve got to have a culture to do it.
In other words, you cant treat the Xbox division like an operating systems group, he said.
I want us to be comfortable to be proud of Xbox, to give it the air cover of Microsoft, Nadella said, but at the same time not confuse it with our core.
It is not what he considers a "core" part of Microsofts business (http://fortune.com/2014/07/14/microsoft-ceo-until-we-really-change-culturally-no-renewal-happens/) not a full on hate, but he definitely sees it as an extra thing and not what MS is really about.
I'm glad you're enjoying the multimedia features on the Xbone. The problem is that the market (at least so far) has spoken rather loudly that those features aren't terribly important to them as a whole.
The problem with the media stuff isn't the media stuff, it's how they tried to jab it down everyone's throats in the initial unveil.
They should have focused on games first. The market spoke like it did because they didn't know they wanted the media stuff.
I didn't want it at the time, but now that I have it, I can't imagine going without it.
I believe MS should have sold the X1 on games. And games. And a launch Halo so that everyone bought the box right at launch and then people would realize it is this media Mecca you can't do without.
Not saying that's how it would have played out, but it was a far better strategy than where they came from.
How Matrrick got that high in a company with marketing ideas he had, I don't know. Misstep doesn't begin to describe it. It's like he knew stuff his audience would like if they tried, he just lacked the vision to sell people on it.