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[Goro Majima]

Now ask yourself why didn't they deliver enough units in America (their largest country by demand in the World).

I'm guessing mismanagement of their supply chain, difficulties with the coronavirus, or they're dealing with the same RAM shortages that are crippling nvidia and AMD? Maybe all of the above!

If their whole strategy is getting boxes out there that run gamepass and they stopped making XB1Xs since before summer, then this isn't great for them. No company actually wants to completely sell out because you're leaving sales on the table and giving people an opportunity to buy a competing product.

I would have thought that they would have been at least capable of making enough to surpass the number of consoles shipped with the XB1.

I dunno, I managed to get both the PS5 and Series X so I don't have a dog in this fight. I'm mostly sad I can't find an ASUS brand 3080.

 

[TLZ]

Ppl, please dont ever complain about Sony being so quiet ever again, okay? Thanks.

Definitely this. Being constantly obnoxiously loud doesn't make you better.

 

[Hawking Radiation]

Jesus Christ...

Yes, Xbox needs Jesus Christ if they have any hope to keep pace with PS this gen.

 

[Greggy]

There likely isn't a single metric Sony doesn't crush MS on revenue wise.

They shipped more units, and seem to be replenishing those units faster than MS has.. the revenue from PS4 in the past few quarters has absolutely stomped all over Xbox as well.

Sony dominates in overall revenue, and even likely dominates the subscription revenue game, certainly are killing MS in profits in that area. While PSNow isn't as big as GamePass, PS+ is far larger than XBLG... and GamePass's actual revenue right now is questionable. There are loads of people who got GamePass for $1 for 2-3 years. They only count as XBLG revenue for now.

Hum.. that’s not quite how economics works. If shipping numbers was the only metric of profitability, Sony would have bought ZeniMax and not MS. My suspicion is nobody needs to worry about those companies pockets given how focussed everybody is on making them richer. If you’re a stakeholder of course it’s whole different story. But if you’re just gaming I don’t see the point.

 

[Hawking Radiation]

I read the Xbox Series X factories were lacking........tools.

sorry....couldn't help it.

 

[Alan Wake]

Would have definitely beat Switch for the month if not for supply issues.

XSS abd SXS doing worse than XB1 is just pitiful but that's what happens when you don't launch with any big first party exclusives. MS really needs to get their shit together.

To be honest, they're sold out. What more can they do? Also: they launched in 30 markets instead of 13 this time, so Xbox must have been extremely supply constrained in the US.

 

[Insane Metal]

PS5 could've sold 1.1 million units only and still beat Switch revenue vise easly.
Switch ASP is below $290
PS5 ASP is above $470




on topic:
Series X|S supply is really really bad.
Xbox One sold ~900k in 9 days
Series X|S sold less than that in 19 days

I fucking called this FOR MONTHS. I said the XSX would have far fewer units available than PS5.

SUCK MY DICK MOTHERFUCKERS I WAS RIGHT

 

[fallingdove]

Weird takes in this thread

Microsoft could have Chrono Trigger 2, Half Life 3, Bloodbourne 2, Witcher 4, and others exclusively and still have only sold as many consoles as they did.

People might ultimately be right about demand 6 months from now when supply catches up. But right now it seems like Microsoft just didn’t deliver enough units.

I think we have some sense for demand at this point regardless of supply issues. While the following should be taken with a grain of salt, I think that Stock X data presents some interesting information that can be used as a proxy:

 

[IntentionalPun]

Hum.. that’s not quite how economics works. If shipping numbers was the only metric of profitability, Sony would have bought ZeniMax and not MS. My suspicion is nobody needs to worry about those companies pockets given how focussed everybody is on making them richer. If you’re a stakeholder of course it’s whole different story. But if you’re just gaming I don’t see the point.

I didn't say shipping numbers equate to profits. It's just one of many metrics Sony dominates in right now.. they are getting more of a more popular device out to more people.

And your comment didn't say anything about profits, it was about Revenue.

Sony's revenue for Playstation quarter ending June 2020 was $5.7 billion. Xbox revenue was somewhere around $3 billion. Microsoft does not report a profit either.. likely because they aren't in fact, profiting. Sony on the other reported over $2 billion in profits for the fiscal year ending in June for the playstation division.

I'm not worried about Microsoft's "pockets." The XBox division is not going to have an endless blank check however; the company OK'd a $7.5 billion purchase not because of current profits, which don't exist, but because of what they see as huge potential for cloud gaming. That's all Satya ever hints at. So yes, I'm worried about the long term for the Xbox division at MS.

 

[Alan Wake]

It also had some momentum from 360. X1 has no momentum.

The Switch had zero momentum to take from the Wii U so it's still possible to turn things around. But again, they had a solid launch. They sold out. The next 12 months will be more interesting.

 

[prinz_valium]

I think we have some sense for demand at this point regardless of supply issues. While the following should be taken with a grain of salt, I think that Stock X data presents some interesting information that can be used as a proxy:

That's why I bought 5 PS5 and only 1 Series X

 

[mckmas8808]

I'm guessing mismanagement of their supply chain, difficulties with the coronavirus, or they're dealing with the same RAM shortages that are crippling nvidia and AMD? Maybe all of the above!

If their whole strategy is getting boxes out there that run gamepass and they stopped making XB1Xs since before summer, then this isn't great for them. No company actually wants to completely sell out because you're leaving sales on the table and giving people an opportunity to buy a competing product.

I would have thought that they would have been at least capable of making enough to surpass the number of consoles shipped with the XB1.

I dunno, I managed to get both the PS5 and Series X so I don't have a dog in this fight. I'm mostly sad I can't find an ASUS brand 3080.

The bolded is 100% true.

I watched a kinda funny podcast on YouTube, a couple of weeks before launch, and they were lowballing about PS5 and saying how there was a lot more hype for Xbox, and complaining about the marketing. These people are clueless and they were sucking MS’s dick essentially because MS was giving dick away.

Yes, they are one of the many that I heard saying the bolded. The funny thing is Kinda Funny wasn't sucking up to MS. They have a Playstation podcast dedicated to loving all things Playstation. Just for some reason, people want to believe in MS, more than MS believes in itself.

I think we have some sense for demand at this point regardless of supply issues. While the following should be taken with a grain of salt, I think that Stock X data presents some interesting information that can be used as a proxy:

Is that the number of PS5s and XSXs that's been sold by scalpers on Stock X?

 

[fallingdove]

The bolded is 100% true.



Yes, they are one of the many that I heard saying the bolded. The funny thing is Kinda Funny wasn't sucking up to MS. They have a Playstation podcast dedicated to loving all things Playstation. Just for some reason, people want to believe in MS, more than MS believes in itself.



Is that the number of PS5s and XSXs that's been sold by scalpers on Stock X?

For the US Xbox Series X and the PS5 (Standard) skus. Yes.

 

[iJudged]

every console that was out available, whether that's PS5, XsX or that other weaker xbox were scooped up instantly by scalpels. I don't know if that means anything

 

[[Sigma]]

Dem

legs tho on the software side.

 

[mckmas8808]

For the US Xbox Series X and the PS5 (Standard) skus. Yes.

WOW! That's more than I'd thought.

 

[JTCx]

Why are consumers not consuming the most pro consumer console in existence?

 

[IntentionalPun]

So about 3% lol

Man people are so dumb thinking scalping is really that significant.. all that bitching and moaning that stores were making it so regular folks can't buy these things, and should all create bot protections... meanwhile, in reality.. it's just actual consumer demand crashing these sites and causing insta-sellouts, not scalpers.

 

[DarkMage619]

I didn't say shipping numbers equate to profits. It's just one of many metrics Sony dominates in right now.. they are getting more of a more popular device out to more people.

And your comment didn't say anything about profits, it was about Revenue.

Sony's revenue for Playstation quarter ending June 2020 was $5.7 billion. Xbox revenue was somewhere around $3 billion. Microsoft does not report a profit either.. likely because they aren't in fact, profiting. Sony on the other reported over $2 billion in profits for the fiscal year ending in June for the playstation division.

I'm not worried about Microsoft's "pockets." The XBox division is not going to have an endless blank check however; the company OK'd a $7.5 billion purchase not because of current profits, which don't exist, but because of what they see as huge potential for cloud gaming. That's all Satya ever hints at. So yes, I'm worried about the long term for the Xbox division at MS.

Worried for what? It's been 20 years. 20 years of people hoping and praying MS would drop out of the console space. Years of memes and jokes and yet they are still here putting out yet another console and more games on the way. It's time to stop worrying and get to playing the games you enjoy. Console gaming is secure and MS isn't going anywhere.

 

[fallingdove]

So about 3% lol

Man people are so dumb thinking scalping is really that significant.. all that bitching and moaning that stores were making it so regular folks can't buy these things, and should all create bot protections... meanwhile, in reality.. it's just actual consumer demand crashing these sites and causing insta-sellouts, not scalpers.

Granted, this is just Stock X, there is probably 10x this volume that has moved on eBay but as a percentage, scalped consoles account for a minority percentage of sales to the end consumer.

 

[Evilms]

For France best launch console :

• PS5 : 107K
• Switch : 105K
• Wii : 95K
• PS4 : 90K
• PS3 : 78K
• PS2 : 63K
• Xbox One : 50K
• 360 : 49K
• Xbox Series X/S : 37K

 

[prinz_valium]

So about 3% lol

Man people are so dumb thinking scalping is really that significant.. all that bitching and moaning that stores were making it so regular folks can't buy these things, and should all create bot protections... meanwhile, in reality.. it's just actual consumer demand crashing these sites and causing insta-sellouts, not scalpers.

That's only one website for one region.
Include Ebay, and Craigslist and you're at 15% or more
Ebay US had over 80K between September and November.

 

[Jtibh]

All sales are by scalpers lol

Now dont get fooled people.
Sony and microsoft dont give a shit about scalpers
They dont give a shit if you couldnt by or get one.

You see, miele and festool and many other companies set their sales price.
Meaning it doesnt matter where you buy what retail store or online store the sales price is fixed. Ergo no one is allowed to sell above the fix price or they get sued.

Sony and microsoft could do this if they wanted too but again they dont give a shit about the gamers.

 

[IntentionalPun]

Granted, this is just Stock X, there is probably 10x this volume that has moved on eBay but as a percentage, scalped consoles account for a minority percentage of sales to the end consumer.

Ah; I thought Stock X was a site for tracking other sites or something, didn't realize it was just an E-bay alternative.

 

[Imtjnotu]

All sales are by scalpers lol

Now dont get fooled people.
Sony and microsoft dont give a shit about scalpers
They dont give a shit if you couldnt by or get one.

You see, miele and festool and many other companies set their sales price.
Meaning it doesnt matter where you buy what retail store or online store the sales price is fixed. Ergo no one is allowed to sell above the fix price or they get sued.

Sony and microsoft could do this if they wanted too but again they dont give a shit about the gamers.

 

[Coulomb_Barrier]

So if stock is completely gone for Xbox X/S, shouldnt sales for December be really low or zero?

What's the precedent for December last time around with PS4/XB1?

 

[mckmas8808]

And this is for France.

Sony has announced this week that the launch of PS5 has been "the largest" of the brand, a fact that the sales figures in the first week in Spain corroborate. The new console has sold 43,000 units, of which 38,000 belong to the model with a disc reader , which costs 499.99 euros, and 5,000 correspond to the model without a reader , whose cost is 399.99 euros. The vast majority of early adopters have opted for the disc reader model.
These sales place PS5 as the best-selling desktop PlayStation in history in its first week in Spain. It would be followed by PS2 , which went on sale on November 24, 2000 and sold 40,000 units in the midst of a stir due to lack of stock; and it would be close to PS4 with 38,000 units (November 29, 2013) and PS3 with 35,000 units (March 23, 2007).

The specialized website has also detailed the sales of the new Xbox Series after comparing the data from different sources. Of the total 14,100 units sold, 10,500 correspond to the Xbox Series X model of 499.99 euros, while 3,600 units belong to the Xbox Series S of 399.99 euros. This case is particularly interesting, since Microsoft has put on sale two versions of the console with different specifications and that they intend to reach two different audiences. The total of Xbox Series sold in Spain during the first week is quite similar to previous iterations of the console. Its predecessor, Xbox One , is estimated to have sold 15,000 units in its first week in November 2013, while Xbox 360 sold a total of 14,900 units in December 2005.

In France the XS X|S is also selling less at launch than both the Xbox One and X360. A tiny bit less though. Whereas the PS5 is the best selling Playstation console launch in France's history.

PS5 vende 43.000 unidades en su lanzamiento en España y Xbox Series, 14.100

El pasado 19 de noviembre, Sony lanzó su PlayStation 5 en Europa y en la primera semana vendió 43.000 unidades en España. Unos días antes, el 10 de noviembre,

www.lavanguardia.com

 

[YeulEmeralda]

Sony can't keep getting away with it!

 

[Redlancet]

The excuses for Xbox are priceless.

They can't produce hardware like Playstation, they can't produce software like Playstation.

So what can they produce? Aside from constant disappointment.

loyal fans

 

[Rolla]

For France best launch console :

• PS5 : 107K
• Switch : 105K
• Wii : 95K
• PS4 : 90K
• PS3 : 78K
• PS2 : 63k
• Xbox One : 50K
• 360 : 49K
• Xbox Series X/S : 37K

Given how the XBOX One was recieved here in Europe. These Series S/X selling 13K less with a far cheaper option warrants an explanation.

Do we have any French Gaffers in the house that can explain the state of XB there?

 

[Evilms]

Given how the XBOX One was recieved here in Europe. These Series S/X selling 13K less with a far cheaper option warrants an explanation.

Do we have any French Gaffers in the house that can explain the state of XB there?

For decades, in France they have been more PlayStation/Nintendo fans.

 

[Chris_Rivera]

Is this surprising to anyone? That’s why they cranked out as many consoles as possible. And there is no version of reality where Xbox defeats Playstation in sales numbers. Those days are long gone.

 

[YeulEmeralda]

It's good to see that the market is healthy and able to support such high numbers/HW sellouts for all 3 competitors.

That level of uptake and competition are both good for consumers as it should lead to greater investment and drive from all parties to up their game and strive to keep raising the bar rather than resting on their laurels.

I do think corona helped. People want to spend money to feel good EVEN MORE than usual in the holiday season, cinemas clubs bars and restaurants are all closed so we're all sitting at home.

 

[Greggy]

I didn't say shipping numbers equate to profits. It's just one of many metrics Sony dominates in right now.. they are getting more of a more popular device out to more people.

And your comment didn't say anything about profits, it was about Revenue.

Sony's revenue for Playstation quarter ending June 2020 was $5.7 billion. Xbox revenue was somewhere around $3 billion. Microsoft does not report a profit either.. likely because they aren't in fact, profiting. Sony on the other reported over $2 billion in profits for the fiscal year ending in June for the playstation division.

I'm not worried about Microsoft's "pockets." The XBox division is not going to have an endless blank check however; the company OK'd a $7.5 billion purchase not because of current profits, which don't exist, but because of what they see as huge potential for cloud gaming. That's all Satya ever hints at. So yes, I'm worried about the long term for the Xbox division at MS.

Did you just say Sony is more profitable than MS? You sound like you really believe that but you’re misinformed.
If there’s one company’s financial well being to be worried about of the two it’s not MS. Sony better sell as many PlayStations as possible to keep existing.

 

[Unknown?]

The Switch had zero momentum to take from the Wii U so it's still possible to turn things around. But again, they had a solid launch. They sold out. The next 12 months will be more interesting.

It had plenty of momentum from the 3DS though which is more its predecessor than WiiU.

 

[Jadsey]

Been saying for a while that XSX will ultimately sell less than the WiiU.

Seems like that is coming true.

 

[mckmas8808]

Been saying for a while that XSX will ultimately sell less than the WiiU.

Seems like that is coming true.

I don't think this is actual possible.

 

[16levels]

What recession?

 

[Tutomos]

Why even release Demons Souls at launch when PS5 is going to sell out anyway lol? Stop with the nonsense. People are not dumb. They will buy your product when you feed them well.

 

[DonkeyKong]

Didn’t Xbox sell out all its stock? Some of these posts make it sound like xboxes are sitting in shops unsold gathering dust..

 

[Iced Arcade]

They sold out everything they put up. They literally couldn't sell more so what are you talking about?

shhh ruining agendas

 

[IntentionalPun]

Did you just say Sony is more profitable than MS? You sound like you really believe that but you’re misinformed.
If there’s one company’s financial well being to be worried about of the two it’s not MS. Sony better sell as many PlayStations as possible to keep existing.

Xbox division...

Nobody is talking about the profits of Microsoft and Sony as a whole but you, as they are irrelevant to this conversation.

 

[midasmulligan]

Congrats scalpers, happy holidays! Maybe Sony can just sell directly to the scalping consortiums so they can have one big circle jerk to celebrate these sales numbers

 

[LordBlodgett]

Been saying for a while that XSX will ultimately sell less than the WiiU.

Seems like that is coming true.

That's certainly one take

 

[IntentionalPun]

Been saying for a while that XSX will ultimately sell less than the WiiU.

Seems like that is coming true.

That's... not gonna happen.. and nothing about the NPD from this month indicates that.

 

[Self High Five]

Did you just say Sony is more profitable than MS? You sound like you really believe that but you’re misinformed.
If there’s one company’s financial well being to be worried about of the two it’s not MS. Sony better sell as many PlayStations as possible to keep existing.

It's clear as day the post was referring to the gaming division for each company. Phil Spencer said himself MS was considering cutting the Xbox division six years ago so how big Microsoft's market cap is and their overall profit margins is largely irrelevant for Xbox.

 

[THE DUCK]

So these figures are basically a guess based on walmart only? Waste of a thread.

 

[Durask]

All sales are by scalpers lol

Now dont get fooled people.
Sony and microsoft dont give a shit about scalpers
They dont give a shit if you couldnt by or get one.

Of course they do, scalpers do not buy Xbox Game Pass or Playstation Plus.
Especially since MS seems to base their business strategy on Game Pass.

 

[Durask]

Microsoft has been running interesting experiment - can you sell console as 3rd party and BC machine without actual games made for it. I guess we start to see results now.

Yes you can and it looks like console as 3rd party and BC machine without actual games is actually sold out and it is impossible to find except from scalpers on Ebay.

 

[Jtibh]

Of course they do, scalpers do not buy Xbox Game Pass or Playstation Plus.
Especially since MS seems to base their business strategy on Game Pass.

This exact thing happened in 2013 with ps4.
Back then scalpers bought a lot of them up but retail didnt go mostly online plus amazon wasnt as big as well.
You would think they learned from that experience and would have come out with a fixed price.
Again i use miele as an example as no matter where you go price is set . You cant sell it for more you cant sell it for less. You buy over 4 items you get 10% discount.

If they would have done the same ,scalpers wouldnt even try to buy them all up.

The market changed . All sales are online.
Retail doesnt even order stock.
In 2013 retail was holding most if not all stock.
So by design ,if all sales are online hackers and bots will buy up everything .
And sony and microsoft knew this from day one.

In my books they just dont care.