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

That's not the point.
The fact is just that they left a door open where the competition now has a feature to promote while they don't have it.
For "some" people that's enough to complain and make noise regardless of the actual impact of the omission. Most of the people complaining don't even have a 4K TV let alone being interested in buying many 4K BR movies. It's just noise.
But while Sony's decision is sound on the business side, it left them open to backlash on the pure marketing side. They surely expected some amount of backlash but they decided to move on anyway because they think that it won't have any real impact on the success of the product.
Anyway given the low extra cost of the drive, the benefit of not leaving the competition alone in offering this feature and the fact that the Pro would be a more complete and better product with it included, I personally think that they should have included it.

What Abdiel said is pretty telling, I think. Most people just won't care. Should they have included it? Sure.
 
The thing I don't get is they never promised or hinted at adding any player like that.

Its not like with the PS3 where they removed features as it got closer to launch.

I am myself very disappointed at the lack of a UHD player (I use a PS4 - and before that PS3- as my main media hub in the living room and the Pro was supposed to be my go-to when I eventually switch to 4K), but I admit I don't see how the lack of that drive makes the PS4P unveil "terrible".

The games presented in 4K HDR looked gorgeous (Horizon in particular)... And the power differential vs the current competition (a 2Tb 1S is the same price) is rather sizable it seems.

I totally get why MS is in a Media frenzy to do some damage control, but I don't get some Gaffers' (over) reactions...

PS4 Slim: + N and AC Wifi (vs OG PS4), + less power draw + less noisy + 1.82TF GPU (HDR coming) / - no more optical out - $299
PS4 Pro: + N and AC Wifi (vs OG PS4)/ 3x USB ports / 4.2 TF GPU / 4KPR HDR - $399

vs

XB1S: 1.3 TF - Upscale to 4K (same as a 4K TV can achieve from a 1080p source), HDR, 4K UHD Blu Ray. $299 to $399

#shrug. Spencer must thank the lord every night that they did include a UHD BR, as it's pretty much the one differential selling point it looks like atm (besides the obvious difference in ecosystems), and the importance of said point remains to be seen (outside of videophiles like myself -the non early adopter kind-, who might stay on the sidelines for a few more years until more content is available and to see if 4K UHD BR does take off).

The irony and (to me) surprise of it all, is that by refusing to embrace the format they themselves helped create, Sony might have dealt a serious blow to the adoption rate of said format.
 
Assuming we don't get numbers this month, I guess the only question I have left is whether or not the PS4 was up month over month or not.

Oh and how well the GAF aggregate was.
 
Wow, I didn't expect the gap to be that huge. I'm guessing the ratio will end up like Type-0's or higher when all is said and done.

Obviously, this is just the numbers I see here at Best Buy, which is a larger retailer than just games hardware and software, so we get a mixed audience... but the GCU stuff certainly helps bring in more dedicated buyers, and we've got plenty of people who just prefer to do all their shopping in our stores. There's enough variation to see other trends, but Gamestop may have a larger portion of XB1 preorders floating out there somewhere in the massive bulk that is their market share. Lord knows that there are lots more copies hiding in Amazon's preorders. At the end of the day, it is a JRPG on the XB1, but with a big enough name that it actually gets some attention. It'll still sell more copies overall than something like Nights of Azure did entirely on PS4, I bet, but at the cost differences in the games... I get the feeling that this is officially the death of any future Japanese prospects for Microsoft's console from SE unless it is bought and paid for by MS.

What Abdiel said is pretty telling, I think. Most people just won't care. Should they have included it? Sure.

Our Magnolia stuff is where you see the real push for the UHD area, with the dedicated seating and quiet rooms to let people really get a chance to appreciate that kind of fidelity, and they have hardware options that are going to be far more profitable to the store to suggest and work off of, as well as seem like a better overall 'product' than the game console with a player built in. Now the reps aren't on commission, so selling a console is fine, but it makes the store no money either, they're basically a wash unless you can get protection plans, and other add ons, etc.

Movies are a great add on, since they have a really high profit margin on them now. Unfortunately they don't attach to game consoles almost at all in our stores unless we bundle them in creative ways, and usually, the customers try to talk us into offering something else rather than a physical movie. It's kind of exasperating when you come up with new or interesting offers, and instead you get haggling. Oh well. That's retail.

Basically, the XB1 S is still a great little piece of kit, and good on MS for throwing the UHD drive in there, it's a great bullet point for them. Unfortunately it seems to make very little difference in the market I'm at, as it isn't any kind of major driver, and if the PS4 is able to reduce its cost even further and faster with the newer model, that is (which is what I predicted earlier this year) where we'll see further momentum across the board.

Seriously some of the posts in the threads I've been reading have had me just like reeling with the sheer crazy that accumulates in a single message. Oy.
 
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.

Hardly anybody watched that presentation anyway, the real launch was in the mainstream media and it didn't even mention how terribly stilted the PSM was.
 
So complacent right? lol

I'd also say that it shouldn't be as surprising that the Pro doesn't play UHD blu-rays as people think. The PS4 Pro is still a PS4. People will be stupid enough to be confused about why UHD blu-rays play in one but not the other.

I'd say if the PS5 doesn't include a UHD blu-ray player, then people can feel free to riot.

Sony being a hardware manufacturer would probably have enough insights and data to think its not worthwhile to include UHD disks even for ps5. Neogaf will be pissed off for sure, but the general public? Doubt it.
 
Ugh. PS4p launching so close to Black Friday. Can't decide if I want to preorder or hold off for potential deals like a game bundle or Gc. Not to mention whether or not to hold off on October releases that will ps4p improvements day one.

Also og fat PS4 trade in to consider. 🤔
 
The current September Amazon hourlies are surprising.

Not that Pro is #1 but that PS4 Slim is so low.
I think the Slim bundle just showed up about a day or so ago, whereas the Pro has been listed since Wednesday.
This being said, $299 for a "cheaper" version of the OG PS4, even with UC4, it wasn't really bound to set the world on fire even if it should do "allright". It's painfully obvious that you'll be able to find a PS4 for $249 at some point during the Holidays imo.

By contrast, the PS4P, in spite of the UHD drive missing, is a better deal than expected at 4.2TF and 1Tb for $399... Imo (and I'm sure that Sony has better analysts than good old me) they should have gone with a slightly souped up CPU and a UHD Drive on the Pro, at $449, while allowing the PS4 slim to stream 4K (no reason it can't) and go for a no game bundle at $249.
 
The current September Amazon hourlies are surprising.

Not that Pro is #1 but that PS4 Slim is so low.

I'm surprised too about the slim but it's important to mention there is the OG Black Ops III bundle above (and above the Xbox One S in particular) since it's also 299 dollars now. Every other PS4 SKU also jumped back in the top 100 since the price cut.

So what we have now is people seems more interested to buy the old PS4 instead of the slim just because the former is bundled with Black Ops III and the latter is bundled with Uncharted 4. I also suspect there is still a huge lack of knowledge about the benefits of the slim (Wifi, watts, noise) because how it was suddenly announced 1 week before the release.

I didn't expected this but I guess the slim will take off when the OG stocks will be finished.

Let's take a look at Amazon US right now

#1 PS4 Pro (399$)
#24 PS4 + Black Ops (299$)
#31 Xbox One S + Halo (299$)
#41 PS4 S + Uncharted (299$)
#51 PS4 + Uncharted (299$)
#73 Xbox One S 2 To (399$)
#86 PS4 (320$)

For the record, the PS4 slim is currently above the PS4 Pro in Japan, where Sony made a point to cut off the production of the OG PS4 two weeks ago.
 
I'm surprised too about the slim but it's important to mention there is the OG Black Ops III bundle above (and above the Xbox One S in particular) since it's also 299 dollars now. Every other PS4 SKU also jumped back in the top 100 since the price cut.

So what we have now is people seems more interested to buy the old PS4 instead of the slim just because the former is bundled with Black Ops III and the latter is bundled with Uncharted 4. I also suspect there is still a huge lack of knowledge about the benefits of the slim (Wifi, watts, noise) because how it was suddenly announced 1 week before the release.

I didn't expected this but I guess the slim will take off when the OG stocks will be finished.

Let's take a look at Amazon US right now

#1 PS4 Pro (399$)
#24 PS4 + Black Ops (299$)
#31 Xbox One S + Halo (299$)
#41 PS4 S + Uncharted (299$)
#51 PS4 + Uncharted (299$)
#73 Xbox One S 2 To (399$)
#86 PS4 (320$)

For the record, the PS4 slim is currently above the PS4 Pro in Japan, where Sony made a point to cut off the production of the OG PS4 two weeks ago.

Very fair points. I hope someone will track how long it'll take Amazon to clear of the OG PS4 stock. That'll be an interesting metric to keep in mind if we ever get NPD numbers again.
 
The number of SKUs can also be misleading since the returns on volume will diminish the further you drop in the ranking. That is to say, if you congregate them into a single count, you probably wouldn't gain that many spots since , generally, I'd think these types of charts would not be linear but exponential or exponential-like (especially considering seeing things like RE4 Remaster which, I honestly don't think is lighting any charts on fire or making huge moves of units). Heck, who'd even be buying the OG PS4 at 320$ without a game included? Those low end titles on the Hourly have to be in the comically low units as to be statistically irrelevant.

The X1S has dropped quite a bit now that the initial launch has faded, and I think for the Slim, the price split with the Pro is just stealing a lot of its early thunder as far as Amazon is concerned (and let's not call in Chris to explain to us why Amazon JP is irrelevant). Even if the OG PS4 SKUs didn't exist at the same price point (with CoD > U4 for the casual), I don't think the Slim would be much further than it currently is, somewhere 15<x<20 or so. The early pre-order/big-spenders aren't going to jump on the Slim, they will jump on the Pro.(And I'd think Amazon does lean in bias towards the more core than the casual which would be more of Walmart, Target, Gamestop and such.)

As for the Pro, it should be at the top. The X1S spent forever at the very top on Amazon, IIRC it was over a week sitting around at the top with its launch unit.

Its also possible that the slow down that we've been seeing for most of this year for both consoles wasn't price sensitive but simply a diminishing interest, but that's unlikely or, at the very least, is non-quantifiable without more numbers and months. We also know we're reaching the point where sales start to move and concentrate into November/December.

Also Amazon definitely has some funky decay algorithm in place considering that the, for many many hours now, sold-out Zelda Amiibo are apparently selling more than most everything else on their list. Which is clearly nonsensical, or the entirety of the chart after ~16 is selling negative values.
 
I'm surprised too about the slim but it's important to mention there is the OG Black Ops III bundle above (and above the Xbox One S in particular) since it's also 299 dollars now. Every other PS4 SKU also jumped back in the top 100 since the price cut.

So what we have now is people seems more interested to buy the old PS4 instead of the slim just because the former is bundled with Black Ops III and the latter is bundled with Uncharted 4. I also suspect there is still a huge lack of knowledge about the benefits of the slim (Wifi, watts, noise) because how it was suddenly announced 1 week before the release.

I didn't expected this but I guess the slim will take off when the OG stocks will be finished.
Difference between OG and Slim is in the details. People don't care about details as long as there's COD written on it.
Differences between OG X1 and Slim are much bigger.
If they had made the Slim white it would have sold better, but it's okay as right now they can simply clean stock. The most remarkable thing is that they can clean stock without hefty promos. That old thing has one year-old game tacked to it and still sells at a 300$ pricepoint.
 
Also Amazon definitely has some funky decay algorithm in place considering that the, for many many hours now, sold-out Zelda Amiibo are apparently selling more than most everything else on their list. Which is clearly nonsensical, or the entirety of the chart after ~16 is selling negative values.

Yeah, it's definitely not real-time. 8-bit Link is on top, but that's just because it was the most recent of the three to have stock!
 
There are now 3 PS4 packs above the Xbox One S

#4 PS4 Pro
#24 PS4 + Black Ops III
#31 PS4 + Uncharted 4
#32 Xbox One S + Halo

(bonus track : Recore enters the top 20 for the first time o/)
 
Curious to see next month if games like recore and FH3 show up at all. With the Play Anywhere initiative being a digital feature and MS not reporting digital sales, it's going to be interesting to see if their PR makes mention of it.
 
Curious to see next month if games like recore and FH3 show up at all. With the Play Anywhere initiative being a digital feature and MS not reporting digital sales, it's going to be interesting to see if their PR makes mention of it.

For a title like Recore, I suspect it'll just be an excuse to hide the disappointing sales numbers behind.
 
TLG's delay is not good for its sales potential. Reading over and over again in the delay threads that it is just reeks of wishful thinking.

Since NPD silenced Aqua, we need you for give us a better ideia about the gap and how close to 300k Xbox One it is.

I get the frustration, and I wish the information was more freely available.

But the truth is that the data itself is a product that many people work very hard to produce. It's not unlike releasing a game, a song or any other piece of content. Jobs rely on that information being sold.

Would the hardware numbers being available cause job losses? No, of course not.

But still, that information is proprietary and protected. It's not anyone's to release unless the actual legal owner of that information wishes it to be.

I try to help guide conversations without giving numbers because I have a great deal of respect for the community, and am often really impressed and influenced by the analysis that comes from it. I know that is very far from ideal, but it's the best I can do for now.
 
CosmicQueso should be cautious. And he is.
I prefer him to data.

+Like

Any new hint about the numbers?

Actual NPD release is this Thursday. We'll see if more info comes out then.

I get the frustration, and I wish the information was more freely available.

But the truth is that the data itself is a product that many people work very hard to produce. It's not unlike releasing a game, a song or any other piece of content. Jobs rely on that information being sold.

Would the hardware numbers being available cause job losses? No, of course not.

But still, that information is proprietary and protected. It's not anyone's to release unless the actual legal owner of that information wishes it to be.

I try to help guide conversations without giving numbers because I have a great deal of respect for the community, and am often really impressed and influenced by the analysis that comes from it. I know that is very far from ideal, but it's the best I can do for now.

+Like
 
TLG's delay is not good for its sales potential. Reading over and over again in the delay threads that it is just reeks of wishful thinking.

Tbh, given the type of title it is, I don't see the actual sales change that much. And I don't expect those sales to be that impressive either since they'll be focused on the fans who were always going to buy it (99% of the TLG delay thread was never going to buy the game I bet ya).

It seems very much a title that's coming out simply on the prestige of Ueda.
 
I get the frustration, and I wish the information was more freely available.

But the truth is that the data itself is a product that many people work very hard to produce. It's not unlike releasing a game, a song or any other piece of content. Jobs rely on that information being sold.

Would the hardware numbers being available cause job losses? No, of course not.

But still, that information is proprietary and protected. It's not anyone's to release unless the actual legal owner of that information wishes it to be.

I try to help guide conversations without giving numbers because I have a great deal of respect for the community, and am often really impressed and influenced by the analysis that comes from it. I know that is very far from ideal, but it's the best I can do for now.

yeah, I understand and appreciate your help.
 
Tbh, given the type of title it is, I don't see the actual sales change that much. And I don't expect those sales to be that impressive either since they'll be focused on the fans who were always going to buy it (99% of the TLG delay thread was never going to buy the game I bet ya).

It seems very much a title that's coming out simply on the prestige of Ueda.

I think he just means its ability to gain any penetration is impacted by the delay and the new release timing. Even if fans will buy it regardless, its ability to make a splash amongst extended groups is negatively affected.

Its a bit weird to see GR2 and TLG so close together now, maybe I am just mistaken in thinking that there may be significant audience overlap there. Or maybe not. /shrug
 
Ouch seems like the NPD era is totally done, after the useless software chart now we won't even get the leaked hardware numbers :/
Maybe leaks will be possible with a few weeks delay...
 
Our Magnolia stuff is where you see the real push for the UHD area, with the dedicated seating and quiet rooms to let people really get a chance to appreciate that kind of fidelity, and they have hardware options that are going to be far more profitable to the store to suggest and work off of, as well as seem like a better overall 'product' than the game console with a player built in. Now the reps aren't on commission, so selling a console is fine, but it makes the store no money either, they're basically a wash unless you can get protection plans, and other add ons, etc.

Movies are a great add on, since they have a really high profit margin on them now. Unfortunately they don't attach to game consoles almost at all in our stores unless we bundle them in creative ways, and usually, the customers try to talk us into offering something else rather than a physical movie. It's kind of exasperating when you come up with new or interesting offers, and instead you get haggling. Oh well. That's retail.

Basically, the XB1 S is still a great little piece of kit, and good on MS for throwing the UHD drive in there, it's a great bullet point for them. Unfortunately it seems to make very little difference in the market I'm at, as it isn't any kind of major driver, and if the PS4 is able to reduce its cost even further and faster with the newer model, that is (which is what I predicted earlier this year) where we'll see further momentum across the board.

Seriously some of the posts in the threads I've been reading have had me just like reeling with the sheer crazy that accumulates in a single message. Oy.

Woah Magnolias can show you HDR? I'm gonna head down to mine to see. Never seen it in person and would love to know what it looks like.
 
Personally I hope we don't get numbers this month. It's a very selfish reason...I did very poorly this month...

Would NPD be okay if we got numbers one month after their subscribers? Their subscribers are businesses and analysts. I think, to them one month old data would be useless, so they have reason to keep their subscription. Rest of us would be happy with delayed data as long as it is consistently available.
 
I think he just means its ability to gain any penetration is impacted by the delay and the new release timing. Even if fans will buy it regardless, its ability to make a splash amongst extended groups is negatively affected.

Exactly.

Would NPD be okay if we got numbers one month after their subscribers? Their subscribers are businesses and analysts. I think, to them one month old data would be useless, so they have reason to keep their subscription. Rest of would be happy with delayed data as long as it is consistently available.

Interesting idea.
 
Delayed data would be the best outcome we could get.

I just wish Aquamarine would be able to inform us on what has happened.

And Cosmic, your insight is invaluable. Please only give what you think is enough.
 
TLG's delay is not good for its sales potential. Reading over and over again in the delay threads that it is just reeks of wishful thinking.



I get the frustration, and I wish the information was more freely available.

But the truth is that the data itself is a product that many people work very hard to produce. It's not unlike releasing a game, a song or any other piece of content. Jobs rely on that information being sold.

Would the hardware numbers being available cause job losses? No, of course not.

But still, that information is proprietary and protected. It's not anyone's to release unless the actual legal owner of that information wishes it to be.

I try to help guide conversations without giving numbers because I have a great deal of respect for the community, and am often really impressed and influenced by the analysis that comes from it. I know that is very far from ideal, but it's the best I can do for now.

Eh sales for TLG weren't going to be huge imo anyway. It would have launched in October. A month where we have Gears, BF1, Titanfall 2, and Mafia 3. November you have, FFXV, COD, WD2 etc.

IMO a game like that. You release. Hope the diehards buy it and then gradually drop the price, bundle it or offer for PS+ in a year.
 
TLG should be a quality release.

Even if it only does 40K in the U.S, you don&#8217;t add it to PS+ in a year&#8217;s time, I think that devalues the product. A bundle would be a nice way to move units though. Solid reviews though, I think TLG hits 1 million WW tbh...

Lots of hardcore fans love the style of games. Niche audience, but I&#8217;d say dedicated and loyal niche, and bigger than a Disgaea 5 audience for example.
 
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