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November 2014 NPD (U.S. Hardware) Predictions - Closes December 9th

Bgamer90

Banned
That would be a shockingly low month for current gen.

Why would it be? It goes in line with the November sales of the Xbox 360 during the first half of the previous gen.

I don't think we should expect a repeat of last November's sales; This isn't a console launch year.

But hey, if I'm wrong then I would be happy -- more current gen consoles in people's homes.
 
If PS4 can push over 500k for september, the holidays should be nearly double I would expect.

The Xbox One bundles at $330 are like a full tier price drop that will appeal beyond the core gamer.
 

Bgamer90

Banned
If PS4 can push over 500k for september, the holidays should be nearly double I would expect.

The Xbox One bundles at $330 are like a full tier price drop that will appeal beyond the core gamer.

It got over 500K thanks to the pre-order build up of the Destiny bundle.
 

jryi

Senior Analyst, Fanboy Drivel Research Partners LLC
Interesting that some folks have the PS4 winning November.
Yeah, I find it increasingly hard to believe that PS4 comes out on top. Although, this is an unusually tricky month to predict.

Xbox dominated the month all the way until Black Friday, with their super aggressive pricing and bundles. They might also have concentrated a large majority of their hardware stock in the US to make sure they don't sell out. They are desperate for a PR victory, and I would be shocked, if they didn't break 1M easily.

On the other hand, Sony has been more or less sitting on their hands, and while the two bundles are actually OK, pricing does not reek of desperation in the same way as the One's. Still, I have a tingling feeling that the heavy marketing from Microsoft's part has made more consumers aware of the new gen consoles, which could also benefit Sony, and GTA on Black Friday for what is a relatively decent price... 900K-1M, maybe?

The funny thing is that if PS4 wins, this would be the first time this generation that Amazon tracking would be "wrong". On the other hand, this is also the first time that we have two bundles from one console in top-20 and one console bundle from the other guy in top-10. No definitive conclusions to be drawn from there.

So a 100-300K gap in Xbox's favor, both hovering at around million.
 

samar11

Member
Yeah, I find it increasingly hard to believe that PS4 comes out on top. Although, this is an unusually tricky month to predict.

Xbox dominated the month all the way until Black Friday, with their super aggressive pricing and bundles. They might also have concentrated a large majority of their hardware stock in the US to make sure they don't sell out. They are desperate for a PR victory, and I would be shocked, if they didn't break 1M easily.

On the other hand, Sony has been more or less sitting on their hands, and while the two bundles are actually OK, pricing does not reek of desperation in the same way as the One's. Still, I have a tingling feeling that the heavy marketing from Microsoft's part has made more consumers aware of the new gen consoles, which could also benefit Sony, and GTA on Black Friday for what is a relatively decent price... 900K-1M, maybe?

The funny thing is that if PS4 wins, this would be the first time this generation that Amazon tracking would be "wrong". On the other hand, this is also the first time that we have two bundles from one console in top-20 and one console bundle from the other guy in top-10. No definitive conclusions to be drawn from there.

So a 100-300K gap in Xbox's favor, both hovering at around million.

The deals for xbox one are super crazy, I would be shocked if they don't win November. I am just curious about the gap. If xbox one keeps winning in NA for the next few months, do you guys think sony will drop the price?
 
The deals for xbox one are super crazy, I would be shocked if they don't win November. I am just curious about the gap. If xbox one keeps winning in NA for the next few months, do you guys think sony will drop the price?

They would pack in a game before they dropped the price, kind of like Microsoft in March until June.
 

Yoda

Member
[XB1] 980K
[PS4] 950K
[WIU] 300K
[3DS] 500K
[360] 200K
[PS3] 150K


Last time I put X1 first it disappointed (Titanfall launch). Essentially I'm thinking the lower price-point + less informed consumers (black friday) will give it a win this month.
 

chithanh

Banned
[360] 246k
[3DS] 383k
[PS3] 199k
[PS4] 861k
[WIU] 357k
[XB1] 861k

MS PR said that XB1 tripled the last week of October in the first two weeks of November. Week 3 it didn't outsell PS4 (~75k/week in Oct) if I understand correctly what Abdiel wrote. Assuming 45k/week in October and BF amounting to 60% of November sales like it did in 2007 for the 360, XB1 would have sold 135k+135k+75k+516k.

I think it is too close to predict a winner between PS4 and XB1.

The other numbers are just TFMA.
 

chithanh

Banned
The funny thing is that if PS4 wins, this would be the first time this generation that Amazon tracking would be "wrong". On the other hand, this is also the first time that we have two bundles from one console in top-20 and one console bundle from the other guy in top-10. No definitive conclusions to be drawn from there.
#3 is not necessarily more than #17 and #20 combined. In February, PS4 was at #3 vs. XB1 at #23 on Amazon, yet they were only 28k apart in NPD.
 

gtj1092

Member
A lot of million plus predictions in this thread. The usual holiday multipliers from October to November don't support such large predictions. The x1 price throws a wrench in the model but even then seems 1 million for both this early in the gen seems non feasible.
 
"Of over 102k shopping receipts tracked by InfoScout on Black Friday, slightly over 1,500 included purchases of a gaming console or console game. The data includes purchases at all major retailers carrying electronics including Walmart, Target, Best Buy, GameStop, RadioShack, and others. For more information related to our data and panel representation, visit our data page."

Sample size seems ok but the problem is total lack of control over who submits data.

If people are sending it to get some kind of reward from company then demographic would be skewed towards most active price sensitive bargain hunters.
 

Cole Slaw

Banned
I predict XB1 will outsell PS4 by approximately 120k units.

That will be a much better margin of victory if sales are sub-1m... otherwise a 120k lead will not be commensurate with the depth of the $329 price drop.
 

jryi

Senior Analyst, Fanboy Drivel Research Partners LLC
#3 is not necessarily more than #17 and #20 combined. In February, PS4 was at #3 vs. XB1 at #23 on Amazon, yet they were only 28k apart in NPD.
Yep. That latter part was an important note.

Jeez, there's just really no way to know before NPD release their numbers. I'm just dying to hear the results...
 

Road

Member
2014
topconsole_share.jpg


It seems they were really accurate last year.

PS4 sold 1 million in Nov. 15 for NA. Guess: ~900k in the US, leaving ~240k for Nov 16-30 (16k per day in average).

XBO sold 1 million in Nov. 22 in NA, ~EU, AU, BR. Guess: ~600k in the US, leaving ~310k for Nov. 23~29 (51k per day in average).

It is within the realm of reality that that xbox one outsold the ps4 2:1 during black friday 2013 due to the stock situation.

Now the xbox one outselling the ps4 1.7:1 this year's black friday would be surprising to me, but who knows.
 

Elandyll

Banned
Yeah, I find it increasingly hard to believe that PS4 comes out on top. Although, this is an unusually tricky month to predict.

Xbox dominated the month all the way until Black Friday, with their super aggressive pricing and bundles. They might also have concentrated a large majority of their hardware stock in the US to make sure they don't sell out. They are desperate for a PR victory, and I would be shocked, if they didn't break 1M easily.

On the other hand, Sony has been more or less sitting on their hands, and while the two bundles are actually OK, pricing does not reek of desperation in the same way as the One's. Still, I have a tingling feeling that the heavy marketing from Microsoft's part has made more consumers aware of the new gen consoles, which could also benefit Sony, and GTA on Black Friday for what is a relatively decent price... 900K-1M, maybe?

The funny thing is that if PS4 wins, this would be the first time this generation that Amazon tracking would be "wrong". On the other hand, this is also the first time that we have two bundles from one console in top-20 and one console bundle from the other guy in top-10. No definitive conclusions to be drawn from there.

So a 100-300K gap in Xbox's favor, both hovering at around million.

Not the whole month though.

The week when GTA V was released, following the Amazon rankings, it looks like that week might have been a PS4 week (was hard to tell due to borked monthly update on Amazon).

Edit: looking at those posts taking the laughably bad infoscout data for granted... If the PS4 either equals or beats the XB1 for the month... The meltdowns will be truly a sight to behold.
 
Not the whole month though.

The week when GTA V was released, following the Amazon rankings, it looks like that week might have been a PS4 week (was hard to tell due to borked monthly update on Amazon).

From the retail side (or at least Best Buy going by last NPD thread) this was the case as well. Week 1 and 2 Xbox1, week 3 PS4, so maybe a 100K~ lead going into Black Friday for Xbox1. I am waiting for this week's PR statements and the retail report before calling anything. Too much anecdotal stuff going around to make solid numbers just yet...
 
Yeah, I find it increasingly hard to believe that PS4 comes out on top. Although, this is an unusually tricky month to predict.

Xbox dominated the month all the way until Black Friday, with their super aggressive pricing and bundles. They might also have concentrated a large majority of their hardware stock in the US to make sure they don't sell out. They are desperate for a PR victory, and I would be shocked, if they didn't break 1M easily.

On the other hand, Sony has been more or less sitting on their hands, and while the two bundles are actually OK, pricing does not reek of desperation in the same way as the One's. Still, I have a tingling feeling that the heavy marketing from Microsoft's part has made more consumers aware of the new gen consoles, which could also benefit Sony, and GTA on Black Friday for what is a relatively decent price... 900K-1M, maybe?

The funny thing is that if PS4 wins, this would be the first time this generation that Amazon tracking would be "wrong". On the other hand, this is also the first time that we have two bundles from one console in top-20 and one console bundle from the other guy in top-10. No definitive conclusions to be drawn from there.

So a 100-300K gap in Xbox's favor, both hovering at around million.
To kinda put this Amazon stuff in perspective; like Aqua said they only account for maybe 6%, but that GTA5 bundle sold out in a manner of two days, while the ACU bundle (as just one example) is still in stock, and has been available for about the whole month.

So either MS sent a shitton of those, or Sony shipped the equivalent of what MS did the SO bundle. And you know that 2nd one is literally impossible; it's GTA5+TLOU we're talking here!

That would be a shockingly low month for current gen.
No, 507k (which is where I'm putting XBO's November number, w/ some wiggle room but no higher than 545k) would be 'shockingly low' for current gen, especially November's best-seller.
 

Death2494

Member
From the retail side (or at least Best Buy going by last NPD thread) this was the case as well. Week 1 and 2 Xbox1, week 3 PS4, so maybe a 100K~ lead going into Black Friday for Xbox1. I am waiting for this week's PR statements and the retail report before calling anything. Too much anecdotal stuff going around to make solid numbers just yet...

Press release came out on the 12th. The price cut wasn't until Nov.2. It was only 10 days of tracking. I'm waiting for Abdeil before I submit my predictions. Should also note that the GTA V PS4 bundle sold out on yesterday on Amazon. I still Microsoft edges one out but barely. Unless there is a major gap, then they can't really consider this a win. I wonder how much they are losing for every system sold.
 

idlewild_

Member
Did they change the reporting period for NPD? The new period usually begins on the first Sunday of the month?


edit: I guess they did this year since August was the same, didn't catch the switch over
 
should also note Abdiel said PS4 drew even again early on November 8, since some of you are so intent on waiting

Not the whole month though.

The week when GTA V was released, following the Amazon rankings, it looks like that week might have been a PS4 week (was hard to tell due to borked monthly update on Amazon).

Edit: looking at those posts taking the laughably bad infoscout data for granted... If the PS4 either equals or beats the XB1 for the month... The meltdowns will be truly a sight to behold.

oh yes, how did this rumor spread....it's hasn't lead for any of the first 3 weeks on Amazon, so if you're using that as your evidence it's not going to work
 
Some really pessimistic numbers in this thread. I think both current gens will be over 700K and we'll have at least 1 one million seller.
 

On Demand

Banned
Both PS4 and XB1 will be over 1 million imo. The market is much bigger compared to the first year of last gen consoles. This is the reason why they're selling faster than before.
 
Both PS4 and XB1 will be over 1 million imo. The market is much bigger than the first year of last gen consoles.

People often compare the PS4 to the PS2.

The PS2 only managed 909K in its second November and only hit a >1 million November mark once in its entire 10-year lifespan.

I don't think it's a foregone conclusion that PS4 will hit >1 million this month.
 

Conduit

Banned
The deals for xbox one are super crazy, I would be shocked if they don't win November. I am just curious about the gap. If xbox one keeps winning in NA for the next few months, do you guys think sony will drop the price?

If MS wins November only by 50k-100k difference, they lost November!
 
360 = Expecting -55% YOY
3DS = Expecting -39% YOY
PS3 = Expecting -68% YOY
PS4 = Expecting -29% YOY
WIU = Expecting +40% YOY
XB1 = Expecting -2% YOY.

[360] 291K
[3DS] 468K
[PS3] 144K
[PS4] 769K
[WIU] 312K
[XB1] 839K

Numbers are subject to change with additional retail information.
 

On Demand

Banned
People often compare the PS4 to the PS2.

The PS2 only managed 909K in its second November and only hit a >1 million November mark once in its entire 10-year lifespan.

I don't think it's a foregone conclusion that PS4 will hit >1 million this month.

I just can't see it doing under a million with the way it's selling. That would be bad. Especially for MS who's practically giving away their system for free.

1.2mil should be easily doable.
 
I just can't see it doing under a million with the way it's selling. That would be bad. Especially for MS who's practically giving away their system for free.

1.2mil should be easily doable.

1.2+ million is the kind of sales numbers that Kinect did at its absolute prime when the Xbox 360 was on fire.

Is Xbox One really at that same level?
 

Mikey Jr.

Member
I don't think Sony is worried about losing November and probably December.

Going against MS in this pricecut war would would be a losing battle. I mean, look at what drastic lengths MS is willing to go to.

Sony's thought process is that last gen, they got absolutely stomped in NA and UK by the 360, but they survived and came close to the 360 because of Europe and Japan and all the rest.

Current gen, Sony still has Europe and Japan on lock down, they don't have to worry about that. What Sony has going for them is that they are leading in NA and UK too. Even if they lose ground in NA and UK, they'll still have a healthy lead because they are so strong everywhere else.
 

Lucreto

Member
I am expecting a 50k-100k lead for the Xbox. Microsoft have been hyping the sales so they could distort actual perception of how many they actually sold with their PR.
 

On Demand

Banned
1.2+ million is the kind of sales numbers that Kinect did at its absolute prime when the Xbox 360 was on fire.

Is Xbox One really at that same level?

But what about the market, isnt it larger than last generation? More people are playing games than before. That's my thinking for the numbers. More specifically for PS4.
 

BokehKing

Banned
If MS did not move a million in November with those deals I would call it a failure regardless of what Sony sold.
This, but there is no way Microsoft lost
Huge price cuts and giving away a bunch of stuff free = appeals to the common shopper.

It's the cheaper console and the cheaper console always wins as long as it's not a wii u
 
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