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Discussion PS5 topping the Best Sellers lists on Walmart, Best Buy, Amazon and GameStop, meanwhile Xbox sales are imploding
Ampere is sold through https://www.ampereanalysis.com/insight/ps5-and-xbox-series-xs-launch-sales-match-but-dont-improve-on-previous-generation Brad Smith said they were outsold 69:31 at the end of last year, this is also including all PlayStation's sold not just PS5. From the FTC for 2021... -
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Discussion PS5 topping the Best Sellers lists on Walmart, Best Buy, Amazon and GameStop, meanwhile Xbox sales are imploding
Anyone that thinks I might be a shill or Xbox fanboy knows nothing about me. I'm just one of the few (only?) people in the sales community that will talk about Xbox as in depth as others do with PlayStation and Nintendo, but with the setback of needing to do a lot of math. I can be (and... -
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Discussion PS5 topping the Best Sellers lists on Walmart, Best Buy, Amazon and GameStop, meanwhile Xbox sales are imploding
Now specifically regarding the topic at hand. Series X availability is starting to improve. I hear reports of some Targets getting more stock, and on Best Buy and GameStop websites the X has stayed fairly high. On Best Best Buy it's the number one Xbox SKU for a number of days, before it would... -
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Discussion PS5 topping the Best Sellers lists on Walmart, Best Buy, Amazon and GameStop, meanwhile Xbox sales are imploding
I was going to make a post in the NPD thread weeks ago but that was a very charged post that I decided to sit and think on. A lot of people question my methodology for my estimates and that is fair, I will never say I'm right. What I don't find fair is the apparent overlooking of my logic and... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
I swear you guys don't read my posts, you just skim them to find something to attack and continue on your day. I've explained this stuff over and over, but I'm sure the next few posts after this will be more of the usual responses... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
Actually prove me wrong on my methodology, it's all public info. You said yourself Ampere isn't accurate so don't use them at all lol to say what the sell through and shipment gap would be Do you accept their numbers now because it fits your narrative? Also enough with the "Microsoft is... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
I have gone back and recalculated Xbox hardware shipments and as of the 2015/2022 period I have XB1 at 21.7M and XBS at 22.2M. I have shown this multiple times but we can use Xbox hardware revenue to equal only console sales, and we know how many total consoles Microsoft shipped from Q2 2014 to... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
PS5 fell behind PS4 after 3 quarters and has stayed that way ever since and XBS was ahead of XB1 after 3 quarters and up until at least Q3 2022. What does PS5 have to do Xbox in this case? Back in July 2021 when Microsoft first announced XBS was the fastest selling Xbox, it was in their... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
You have completely ignored everything I've ever written in this thread. When it comes to financial reports, Microsoft only mentions XBS being the fastest selling in the FYQ4 report. In 2021, XBS was 1.3M behind XB1 in the US+UK. Worldwide XBS was ahead of XB1 at the same time, meaning ROTW... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
So would you then argue XBS fell behind in Q1 2022 simply because Spencer said in an interview that they were ahead at the end of 2021 and then it wasn't brought up again until July? No you wouldn't, or no reasonable person would. It's also not being blind to the market, you have some... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
If an interviewer asks Spencer or Nadella if Xbox Series is still ahead and they don't give a definitive answer, then it would be cause to accept that it fell behind. It's not lying, we just aren't privy to what Microsoft defines as "install base". The 2021 pie chart they shared also doesn't... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
I just provided 3 examples where Microsoft did not reveal that stat in the earnings call. I should've noted this before, but the only time they do is when they are reporting their full Fiscal Year report in July. FYQ4 2021 and FYQ4 2022 is when they say XBS is the fastest selling Xbox. If... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
Microsoft didn't say XBS was the fastest selling Xbox in the earnings calls for Q4 2021, Q1 2022, or Q3 2022. We only know about 2021 because of a Phil Spencer interview, Satya Nadella only revealed XBS was the fastest selling as of Q3 2022 because of his annual report in October 2022, and are... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
Since month 1, XBS was behind XB1 in both the US and UK. Since Q2 2021, Microsoft said XBS was outpacing all other Xbox's. Up to September 2022 that's still the case (they haven't updated it since but that doesn't mean it's fallen behind. Currently undetermined) and this points to XBS having... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
I've already proven this isn't the case over a year ago. -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
NPD leaks for 2020 were 1.49M and CESA had 2021 at 3.73M https://www.installbaseforum.com/forums/threads/2022-cesa-games-white-paper-hardware-sales-in-2021.1025/ But actually 2021 LTD should be 5199K or 5198K. I just remembered Aqua gave LTD back with May data and XBS LTD was 6700K, 2022 was... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
US 2021: 3730K US 2022 November YTD: 3538K Xbox only needs to sell 500K in December to be +300K over 2021 which would put 2022 at 8M according to Ampere's 2021 estimates. Ampere estimated 10.5M XBS at the end of 2021, and NPD LTD was 5.22M, or just under 50% for US share. 2021 alone was 7.7M... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
I don't like estimating sell through worldwide as there is a lot of variance. The shipments I've been calculating point towards US having less than half of worldwide sales (with XBS still being ahead of XB1 despite US sales being down), so I base sell through on that. When I made that tweet I... -
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News NPD December 2022 (PS5 #1 Revenue, Switch #1 Units, Xbox @ $200 Forever #3, Leaked LTD up to Nov 2022: 10.6m PS5 / 8.7m Xbox)
I'd love to see any of you guys attempt to work out NPD results with the little we get every month and actually be close My estimates were perfectly fine up until September where PS5 started improving better than I thought, and November was a literal shot in the dark as there was nothing to...