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August 2016 NPD (U.S. Hardware) Predictions - Closes September 8th

Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.
I'm really surprised the Pro seems to be getting quite a lot of interest from the mainstream gamers. Like most on GAF, I thought it would mostly cater to the hardcore as well, the terrible showing at the PSM didn't help either.
 
Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.

Any news of potential trade in offers closer to pro launch like they had with xbone s? I forget which retailer you work for? GameStop?
 
So I'm interested in knowing how well the Xbox 360 Slim did when it launched.
Really MS should be looking to surpass or at least equal those kind of numbers surely with the XB1S launch.

Otherwise, they might get their lunch stolen this holiday.
Think I underestimated the PS4 Pro likely selling potential over the coming 6-12 months to some casual gamers.
 
OléGunner;216363916 said:
So I'm interested in knowing how well the Xbox 360 Slim did when it launched.
Really MS should be looking to surpass or at least equal those kind of numbers surely with the XB1S launch.

Otherwise, they might get their lunch stolen this holiday.
Think I underestimated the PS4 Pro likely selling potential over the coming 6-12 months to some casual gamers.

Think it was posted earlier in this thread. 443k
 
OléGunner;216363916 said:
So I'm interested in knowing how well the Xbox 360 Slim did when it launched.
Really MS should be looking to surpass or at least equal those kind of numbers surely with the XB1S launch.

Otherwise, they might get their lunch stolen this holiday.
Think I underestimated the PS4 Pro likely selling potential over the coming 6-12 months to some casual gamers.
Xbox 360 slim sold 180,700 in June 2010. That was with 3 weeks being tracked.
 
Think it was posted earlier in this thread. 460k

Cheers man!
And the upper ceiling I've seen bandied about this thread is not more than 300k.

My opinion, that's a muted response to a new console revision. I'm sure MS will have to redo the crazy deals of the last couple years to keep some sort of momentum against the slim and pro.

Edit:

Xbox 360 slim sold 180,700 in June 2010. That was with 3 weeks being tracked.

Oh yeah? So my reply to thoughtsofspeaking was kinda bollocks heh.
So it's actually done quite a bit better than the 360 slim then.

I'd revise my above post to say that it is actually good performance if that's the case but they still have a tough old fight coming the next 3 months.
 
Hmmmm, so the Pro could do 300K alone?
Hmmmm I dunno, if Microsoft goes crazy with it and does the Xbox One S 500GB + a copy of Gears of War 4 + a 4K UHD movie + $50 store coupon OR any new game free at Microsoft Stores (I assume they will do this again for Call of Duty launch) on top of a crazy marketing blitz with the UHD drive and cheap 4K TVs this Black Friday... that thing will sell like crazy, probably even exceed their best November of 1.35 million (was that just for November 2014?).

'If we practically throw in the kitchen sink, sales will be great!'
 
OléGunner;216364516 said:
Oh yeah? So my reply to thoughtsofspeaking was kinda bollocks heh.
So it's actually done quite a bit better than the 360 slim then.

I'd revise my above post to say that it is actually good performance if that's the case but they still have a tough old fight coming the next 3 months.

180,700 is ONLY the slim.

Combined sales of 360 Fat and 360 slim were 452,000 in June 2010.

Combined sales of XBO fat and XBO slim this month are < 300K.


that thing will sell like crazy, probably even exceed their best November of 1.35 million (was that just for November 2014?).

Best November for XBO is November 2015 with 1,296,000 unit.
 
180,700 is ONLY the slim.

Combined sales of 360 Fat and 360 slim were 452,000 in June 2010.

Combined sales of XBO fat and XBO slim this month are < 300K.

D'oh, its early in the morning for me haha!
Thanks for clarifying that Ryng (guess my initial post stands again)

Edit: That other NPD thread is awful.
 
OléGunner;216365728 said:
D'oh, its early in the morning for me haha!
Thanks for clarifying that Ryng (guess my initial post stands again)

It's morning even for me haha, though recently i get up really soon. :p
 
Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.
Wasn't actually surprised that the win wasn't super impressive since there have been numerous sub $300 Xbox One S bundles lately. Even $350 2TB Xbox One S bundles.

That stuff wouldn't be happening after less than a month if it was lighting sales on fire.

The PS4 Slim with Uncharted 4 for $300 seems like the smartest move Sony could've done. Makes me curious what their holiday bundle ends up being if a standard PS4 already comes with Uncharted 4.
 
OléGunner;216365728 said:
Edit: That other NPD thread is awful.

It is a nice honeypot for the flies tho.

*. *. *

Kinda sad our leakers have been taken away, but at least we have a general idea.

I do think summer is a bad time for generalizations, primetime is when we'll see whether uhd drives matter.

Right now, the x1 looks like the 4k game console on the surface, despite having a 1.2 TF GPU. "Only console with Hdr + 4k output + uhd 4k Blu ray support" will be expensive to combat.

Not having UHD Blu support might hurt US sales, but without knowing what the actual retail price impact of including the drives in the slim & pro, it is hard to judge the decision right now.
 
Wasn't actually surprised that the win wasn't super impressive since there have been numerous sub $300 Xbox One S bundles lately. Even $350 2TB Xbox One S bundles.

That stuff wouldn't be happening after less than a month if it was lighting sales on fire.

The PS4 Slim with Uncharted 4 for $300 seems like the smartest move Sony could've done. Makes me curious what their holiday bundle ends up being if a standard PS4 already comes with Uncharted 4.

The "star" will be a entry level Cod bundle just like last year.
 
Not having Blu Ray didn't hurt the 360 so I think the PS4 will be fine. I'm also one of these skeptics regarding UHD as a viable medium since pretty much everything for movies and TV has been taken to streaming services. It's not like games where the vast majority are still sold as packaged goods.

Still the S is a great piece of hardware. I'd probably buy one if it was available in Japan and Ninja Gaiden 2 was BC on it. It's ridiculous just how much more appealing it is to the dreadful original design.
 
Not having Blu Ray didn't hurt the 360 so I think the PS4 will be fine. I'm also one of these skeptics regarding UHD as a viable medium since pretty much everything for movies and TV has been taken to streaming services. It's not like games where the vast majority are still sold as packaged goods.

In the long run, you're right. But the thing is, if you're an early 4K adopter, why wouldn't you want to best means to watch movies? And while streaming is a nice option, it can't touch UHD in regards to quality for your bad ass 4K screen.
 
In the long run, you're right. But the thing is, if you're an early 4K adopter, why wouldn't you want to best means to watch movies? And while streaming is a nice option, it can't touch UHD in regards to quality for your bad ass 4K screen.
I'm aware of all of that, I just don't think it's going to wind up being a significant portion of the market now because people are shifting away from ownership of films and TV in general. Only time will tell, though.
 
It's not like games where the vast majority are still sold as packaged goods.

Streaming in video took hold because, for many years, studios saw it as ancillary to the DVD market. The vast majority of video content for years was sold as packaged goods as digital services were emerging and growing. Packaged was big and safe and selling well. Streaming was an interesting way of getting revenues from the catalog.

Now, streaming has become the preferred method of consuming video content, so much so that the company that would most benefit from UHD BR adoption have chosen to not include a drive in its new flagship console.

There are parallels to this in the gaming space. Digital Distribution is a growing portion of games sales, and streaming game services are expanding. But packaged is still big and a majority of sales.

Getting away from the short term, fairly insignificant conversation of how the lack of a UHD drive impacts sales of two plastic boxes in one holiday period, perhaps this is a prelude to what may happen in the games space at some point in the next decade.

I understand how games and video content are different. I just find it odd that some (not you) are so content to see the physical medium for delivering 4K content be discarded.

It's fairly easy to see a scenario where the same thing happens in the games space, where DD and streaming replace physical media.

Just strange that the some of the same people that would be adamantly against physical media going away in games are so okay with it going away for other media.

Again, not calling you out or saying you're wrong, we should all just be thinking about the bigger picture more often.

That being said, the market will decide, and if it decides to go digital for games as well as media, then so be it. I imagine the complete shift to digital only is somewhat inevitable.
 
Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.

Thanks, Abdiel. I appreciate your insights, as always.
 
One could argue that the rate of adoption of 4k physical movies will not be very similar to the rate of adoption of 4k physical games.

The games are the same and cost effectively the same, while 4k blurays are around 2x the price of the standard bluray (and sometimes even more). And bluray was already a hard sell compared to DVD back in the day.
 
Thanks, Meier.
I learn so much in here. If it only would impress the ladies...

I wish the same.

I'm becoming more and more resigned to thinking FOMO is why season passes, DLC, iterative consoles, ultimate team stuff, why all of this stuff sells so incredibly well.

There's something inherent in the core gamer market that means that if someone else has a particular skin, or gets 1 frame per second better performance, or can use some weapon, well I need to have that too.

Getting philosophical, something something always chasing feelings of gaming joy experienced in youth that cannot be recaptured, something something lack of fulfillment, something something our own mortality and trying to be in control.
 
Streaming in video took hold because, for many years, studios saw it as ancillary to the DVD market. The vast majority of video content for years was sold as packaged goods as digital services were emerging and growing. Packaged was big and safe and selling well. Streaming was an interesting way of getting revenues from the catalog.

Now, streaming has become the preferred method of consuming video content, so much so that the company that would most benefit from UHD BR adoption have chosen to not include a drive in its new flagship console.

There are parallels to this in the gaming space. Digital Distribution is a growing portion of games sales, and streaming game services are expanding. But packaged is still big and a majority of sales.

Getting away from the short term, fairly insignificant conversation of how the lack of a UHD drive impacts sales of two plastic boxes in one holiday period, perhaps this is a prelude to what may happen in the games space at some point in the next decade.

I understand how games and video content are different. I just find it odd that some (not you) are so content to see the physical medium for delivering 4K content be discarded.

It's fairly easy to see a scenario where the same thing happens in the games space, where DD and streaming replace physical media.

Just strange that the some of the same people that would be adamantly against physical media going away in games are so okay with it going away for other media.

Again, not calling you out or saying you're wrong, we should all just be thinking about the bigger picture more often.

That being said, the market will decide, and if it decides to go digital for games as well as media, then so be it. I imagine the complete shift to digital only is somewhat inevitable.
Between mobile and PC, we're already at two (effectively) digital only gaming platforms, and consoles are already 30%+ digital, so I think we're pretty far along the road now.
 
Between mobile and PC, we're already at two (effectively) digital only gaming platforms, and consoles are already 30%+ digital, so I think we're pretty far along the road now.

Yeah, I was going to make the same point.

The major difference in how we got to that point on those platforms being form factor of hardware in the mobile space, and retail disinterest in serving consumers in the PC space.

Interestingly, given Nintendo is affected by both of those factors, it might be Nintendo to "blink first" out of the big three and embrace all digital.
 
There's a big distinction between games and videos coming through streaming though. Input latency is far worse than a lower quality image in terms of the user experience. I think streaming games is still a ways off, but it's going to be interesting to see how this area develops over the next decade.

That said, digital in general is inevitably the future of the industry even though I prefer physical myself (we get ripped off in Europe and you can often find titles well below RRP on release day). I'm not sure when or if we'll start seeing digital only boxes though. I think the huge backlash to the Xbox One will mean that this is something we don't see with the PS5 or whatever. Microsoft and Sony would have to have absolute certainty that they're both going that route when they do so.
 
Yeah, I was going to make the same point.

The major difference in how we got to that point on those platforms being form factor of hardware in the mobile space, and retail disinterest in serving consumers in the PC space.

Interestingly, given Nintendo is affected by both of those factors, it might be Nintendo to "blink first" out of the big three and embrace all digital.
Rumors indicate Nintendo was considering going digital only with NX. Same for Microsoft and Xbox One originally. I suspect Sony might have considered it as well for Vita and PS4 had PSP Go not gone so catastrophically bad for them.

It'll be interesting to see who might offer digital only variants of hardware in the future too. I could see a cheaper disc-less Xbox One or PS4 being a thing at some point.
 
Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.

Yea we'll see. I know it's not indicative of much but looking at Amazon and GameStop bestsellers the Pro is doing very well it seems.

The new price for all ps4s seems to be doing ok but we'll see how things look next week.
 
Same for Microsoft and Xbox One originally.

Yeah, there was an MCV rumour reported, and as MCV is the trade press for UK games retail, there was huge pushback on it, but Nintendos UK retail presence has been negligible even at the height of the Wii era which is why I consider them to be in a similar spot to PC gaming regarding how much benefit they get from dedicated retail presence.
The WiiUs performance has likely cemented that position more globally.
 
Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.

Appreciate your insights, Abdiel.

I'm not surprised this is happening.
 
lol I loved you can pass the mouse over your avatar to show "worst and worst and worst".
Amazing.

HAHAHahahahahhaahahahha.... how have I never noticed this? Amazing.

Also, I'm glad this thread exists, so I'm not forced into that other one. I'm also glad I didn't boost my 3DS numbers above XBO like others were.
 
Streaming in video took hold because, for many years, studios saw it as ancillary to the DVD market. The vast majority of video content for years was sold as packaged goods as digital services were emerging and growing. Packaged was big and safe and selling well. Streaming was an interesting way of getting revenues from the catalog.

Now, streaming has become the preferred method of consuming video content, so much so that the company that would most benefit from UHD BR adoption have chosen to not include a drive in its new flagship console.

There are parallels to this in the gaming space. Digital Distribution is a growing portion of games sales, and streaming game services are expanding. But packaged is still big and a majority of sales.

Getting away from the short term, fairly insignificant conversation of how the lack of a UHD drive impacts sales of two plastic boxes in one holiday period, perhaps this is a prelude to what may happen in the games space at some point in the next decade.

I understand how games and video content are different. I just find it odd that some (not you) are so content to see the physical medium for delivering 4K content be discarded.

It's fairly easy to see a scenario where the same thing happens in the games space, where DD and streaming replace physical media.

Just strange that the some of the same people that would be adamantly against physical media going away in games are so okay with it going away for other media.

Again, not calling you out or saying you're wrong, we should all just be thinking about the bigger picture more often.

That being said, the market will decide, and if it decides to go digital for games as well as media, then so be it. I imagine the complete shift to digital only is somewhat inevitable.

Great Analysis. I agree with what you say. I think the only reason BD vs. Digital movies is so skewed more towards digital now than gaming is the 20-something vs. 60-something price tags (using US$ numbers).

Between mobile and PC, we're already at two (effectively) digital only gaming platforms, and consoles are already 30%+ digital, so I think we're pretty far along the road now.

Yep, we have gone well past the point of no return. The only thing I question is if Sony is going to go all digital via "selling" on PS Store, or in the 10 year future everything will be streamed via PS Now.............
 
Streaming in video took hold because, for many years, studios saw it as ancillary to the DVD market. The vast majority of video content for years was sold as packaged goods as digital services were emerging and growing. Packaged was big and safe and selling well. Streaming was an interesting way of getting revenues from the catalog.

....

That being said, the market will decide, and if it decides to go digital for games as well as media, then so be it. I imagine the complete shift to digital only is somewhat inevitable.

Streaming/digital took hold for 4 reasons. 1) The cost was zero for things like YouTube, and next to zero for things like NetFlix. 2) The quality is good enough for the 99%. 3)The studios made moves against rental places which helped drive them out of business. 4)And piracy is/was super easy. The upshot being, used physical goods were near worthless, as happened with cds.

Console gaming is different in that new, highly desired product is not cheap, and used goods retain value. Further, pirating is hard, and the major producers cannot lean on Gamestop because Gamestop holds a lot of power. The markets are different. Will this change in the next 20 years. My guess is that as long as used product retains value, the answer is no.

Personally, with the exception of books, the only reason I don't care about physical is that I hate clutter. I reserve my shelf space solely for books because for some reason I find reading on screens distracting and I cannot concentrate as well. But music, video, and games? No way I want hundreds of cds, blus, and game discs fucking with my Feng.

Thanks, Meier.
I learn so much in here. If it only would impress the ladies...

You need to meet different ladies. :)

Between mobile and PC, we're already at two (effectively) digital only gaming platforms, and consoles are already 30%+ digital, so I think we're pretty far along the road now.

Well, if you are lumping mobile, pc, and console together, sure, but that would distort things. EA, UBI, Gamestop, SIE, etc are primarily in the business of console gaming. And as long as a new-ish console game discs are worth $20-$40 used, there will be a hard cap on how many are going to go digital in console gaming. IMHO, of course.
 
Hm. It sounds like the win wasn't very impressive for them. Seems like what I saw trending in our districts has been across the board then.

I wonder how that bodes for them. The XB1 S models really haven't lit the world on fire in any major way, and I don't anticipate them adding any fresh momentum.

The slim PS4 with the price reduction will just further even things out on that scale (No preorders, it will just be dropped onto the market clear cut, as far as I was informed), but the PS4 pro is a totally different proposition for November, we're already getting solid interest and there was some great demand for the preorder option right away. We'll see how it goes.

Thanks for your insight as always. Any word on how FFXV is doing lately by the way? I'm curious if the delay impacted anything.
 
At first lack of uhd was confusing. I was kind of mad.

But honestly, I can count on 1 hand how many dvds I bought.

Blurays? Fucking zero.

Movies are a "watch one time and never see it again" type of media for me. That's why Netflix works for me. Is the picture amazing? Not really. But its enough, and the convenience outweighs the negatives.

4k Netflix is just icing on the cake.
 
At first lack of uhd was confusing. I was kind of mad.

But honestly, I can count on 1 hand how many dvds I bought.

Blurays? Fucking zero.

Movies are a "watch one time and never see it again" type of media for me. That's why Netflix works for me. Is the picture amazing? Not really. But its enough, and the convenience outweighs the negatives.

4k Netflix is just icing on the cake.

Picture quality isn't the only type of quality. We binged the first season of Broadchurch on the weekend and I can't remember the last time an actual movie has held my attention like that. Movies are kinda shit compared to high quality 6-12 hour episodic drama.

Broadchurch season 2 is kinda crap, btw. Season one is really good though.
 
There's something inherent in the core gamer market that means that if someone else has a particular skin, or gets 1 frame per second better performance, or can use some weapon, well I need to have that too.

Getting philosophical, something something always chasing feelings of gaming joy experienced in youth that cannot be recaptured, something something lack of fulfillment, something something our own mortality and trying to be in control.

Young and inexperienced? Placing significant self-worth on being a member of "the elite" in a hobby amongst their friends?

Older people would tend to being reduced in playtime and so not be so concerned with having 100% of everything the best, since they could never utilize it to its highest effectiveness with their play time. Therefore, would not think it's related to chasing joys from childhood. Just from my perspective, anyways. Definitely not a Nintendo mindset since N64, though, so maybe it's the "trap" of being the generational leader, when that leadership is perceived as tech-based?
 
At first lack of uhd was confusing. I was kind of mad.

But honestly, I can count on 1 hand how many dvds I bought.

Blurays? Fucking zero.

Movies are a "watch one time and never see it again" type of media for me. That's why Netflix works for me. Is the picture amazing? Not really. But its enough, and the convenience outweighs the negatives.

4k Netflix is just icing on the cake.

I had the same reaction, and I think it stems from buying habits established before streaming became so prevalent. I was banking on the Neo having a 4k-disc player since Sony has a history of pushing physical media devices (PS1 = CDs, PS2 = DVDs, PS3 = BR), and then when it revealed that it wasn't in the system, it made me reconsider my plans. However, the more I thought about it, I realized that I pretty much stream everything now, with the exception that I'll buy discs for movies I know I'll watch multiple times (and yet, even those sit on the shelf above the TV collecting dust).

So, maybe not including the UHD drive is not a big deal after all? I'd imagine that their market research shows the same as my anecdotal story, especially after the IHS report showed the really minor difference in price between including a BR drive or a UHD drive.
 
lol I loved you can pass the mouse over your avatar to show "worst and worst and worst".
Amazing.

Hahahah wow

untitled-25ts0b.jpg


It doesn't seem to stop if you keep doing it.
 
By now it should be clear that it was a cunning plan of Sony, announcing the neo and spreading PS4k rumours via SonyGAF. Forcing MS into believing UHD was a thing. Now they sit there with a bulletpoint where even FOMO (thanks) turns away in desinterrest, and a BOM that's like an iron ball attached to their feet.
This is pure evil.
 
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