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January 2023 NPD (U.S. Hardware) Predictions - Closes Wednesday, February 8 [RESULTS IN]

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NEW RULES + EXPLANATION
Because Michael Pachter of Wedbush Securities decided to stop subscribing to NPD this year, access to retail NPD appears to have been massively limited. Whether that's due to firms getting NPD through Pachter or agreeing with him that NPD data is worthless without digital sales (only video game companies that are on the digital board have access), leaks of hardware numbers might've dried up.

Fear not! I have a plan to remedy this set back so that this game can live on spirit. We will be transitioning away from predicting hardware units by console and instead be predicting Total Video Game Hardware Revenue and Order Of Consoles.

Every month NPD releases hardware revenue along with which console was in first place. We can always ask Mat Piscatella for the #2 console if he doesn't initially provide it.

How This Will Work
Predict how much revenue will be generated by Hardware for the given month as such

Good/Bad Formatting
Code:
Good                Bad
[REV] 405M          [REV] 400.5 million
[REV] 405,000,000   [REV] 405.000.000
[REV] 405000000     [REV] - 405000000

Then: Predict the order of each console FOR REVENUE as such

1. [NSW]
2. [PS5]
3. [XBS]

THE ABOVE IS IMPORTANT

The above is how you rank each console in terms of REVENUE. If you put NSW at 1., you are predicting NSW will be #1 in revenue.

Points
Hardware Revenue will be 50 points and follows how the hardware unit points work.

50 points * (percentage of correct revenue for hardware); anything over 100% difference = 0 points.

Correct Order would be the following in points.

If #1 correct = 18
If #2 correct = 10
If #3 correct = 7

If All Three correct = 15


That would be a total of 50 points to earn from console placements.

100 points in total to earn a month from the above two, plus bonus points for finishing in the Top 10 of hardware revenue.

#1 - 17 points
#2 - 13 points
#3 - 11 points
#4 - 9 points
#5 - 7 points
#6 - 5 points
#7 - 4 points
#8 - 3 points
#9 - 2 points
#10 - 1 point

Tradition Is Dead?
Not exactly. You will still put numbers down as if the game never changed. This will be your Unit ranking. Because I don't know if/when numbers will be made available again, there's always the potential they pop up again. If that happens, I want all of us to still make predictions as we have in the past.

RECAP
The 1.2.3. placements are how you will be ranking each platform for revenue. So if it's revealed PS5 was #1 in revenue and you had PS5 as 1., you get points for that.

The "traditional" predictions for unit sales will be separate to that. You can put whatever number you want there. You could have PS5 as 1. for revenue, but say you aren't sure about units and want to hedge your bets on Xbox being the actual unit lead. Example prediction below:

1. [PS5] 200K
2. [XBS] 300K
3. [NSW] 100K

This user has PS5 winning revenue, but Xbox for units. This is a valid prediction. How points are calculated are still the same 50 points assigned, but like this.

Each ranking still has the same value, If #1 correct = 18, If #2 correct = 10, If #3 correct = 7. If the revenue and unit results have the same placements, then nothing changes.

If revenue and unit placements/results are different, then points will be halved. Take the above example and we'll say the actual results are PS5 > XBS > NSW in both revenue and units.

The above predictor would get 9 points for predicting PS5 on top of revenue, but not the full 18 due to the unit placement. They would get 5 points for XBS for the same reason as PS5, then 7 points for NSW.

There are also bonus points for If All Three correct = 15. In this user's case, they'd only get 7.5 points as they got the correct revenue order, but not units.

In total they'd have 28.5 / 50 points.



ITT, predict for the NPD January 2023 retail period (January 1, 2023 - January 28, 2023) for U.S. hardware REVENUE and UNIT placements.

What is NPD?: NPD is one of the main retail tracking firms in the U.S., and also about the only one who specifically goes into detail on video games sales. This thread is to predict what the NPD hardware sales will be for the most recent month. NPD months are defined by the National Retail Federation (find calendar links here).
What do I win?: Bragging rights. We also keep track of predictions over the year and have an annual contest using "points." Still just bragging rights, but Sales followers have fun seeing how well we can do with it. See here for details on the point calculations. (Only used for Hardware Units)
Why are there still predictions when official NPD numbers are not released?:
Despite not receiving numbers from NPD directly since 2010, we have always found ways of obtaining them, whether through official company PR or leaks. These threads are also a place for the community to discuss the upcoming releases and current state of the US market as well as potential impacts in the future. In the end, it's for fun!

Prediction entries must be in and finalized by 8 p.m. EST on Wednesday, February 8th. Format use is required if you want your entry counted.

NPD Coverage: January 1, 2023 - January 28, 2023 (4 weeks, December was 5 weeks)
NPD Results Release: Thursday, February 9 @ 4 p.m. EST (PR+thread posted Friday, February 10 around 9 a.m EST)

Format:

[REV]

1. [NSW] XXX
2. [PS5] XXX
3. [XBS] XXX

Note: Combined totals for multi-SKUs. e.g. PS5 physical and digital edition total go under PS5. Xbox Series X and Xbox Series S total goes under XBS.

Good/Bad Formatting
Code:
Good                Bad
[REV] 405M          [REV] 400.5 million
[REV] 405,000,000   [REV] 405.000.000
[REV] 405000000     [REV] - 405000000

Code:
Good              Bad
[XBS] 1200K       [XBS] 1.2 million
[XBS] 1,200,000   [XBS] 1.200.000
[XBS] 1200000     [XBS] - 1200000

Potential hardware impacting events in January:
PS5 availability improvements - 28 days
Xbox Series S $249 /$239 - 28 days

Video Game Hardware Prices
Switch: $199/$299/$349 (Lite/Regular/OLED)
Xbox Series: $299/$499 (S/X) | $239/$249 (S Holiday deals) | $559 (X Forza Bundle)
PS5: $399/$499 | $459/$559 (Digital/Regular)| (Digital GOW/Regular GOW)

Older Hardware & Arcade cabinets: ??? (This is a factor but a small one)

Recent History of January Hardware Revenue
image.png


December 2021 NPD thread
January 2022 NPD thread

NPD Prediction Thread Archive
 
[REV] 415M

1. [PS5] 399K
2. [NSW] 340K
3. [XBS] 301K
 
Last edited:
PS5 January 2022: 369K
XBS January 2022: 307K
 
[REV] 440M

1. [PS5] 484K
2. [NSW] 275K
3. [XBS] 267K
 
Last edited:
[REV] 480M

1. [PS5] 500K
2. [NSW] 330K
3. [XBS] 270K
 
Last edited:
Figured this would be somewhat useful for this month. Amazon rankings for January 2022 and 2023

2022
#9 NSW OLED White
#14 Series S
#24 NSW Neon
#50 NSW Animal Crossing
#93 NSW Lite Coral

2023
#19 NSW Neon
#23 PS5 GOW
#24 NSW OLED White
#70 Series X
#74 NSW OLED Neon
#77 PS5

Do note that since June 2022 Xbox Series S and its variants do not show up the rankings for some reason.

The biggest changes are the decrease in the OLED White placement, PS5 being sold, and Series X. No 2023 console SKU reached the placement of the second highest 2022 console.
 
Last edited:
Figured this would be somewhat useful for this month. Amazon rankings for January 2022 and 2023

2022
#9 NSW OLED White
#14 Series S
#24 NSW Neon
#50 NSW Animal Crossing
#93 NSW Lite Coral

2023
#19 NSW Neon
#23 PS5 GOW
#24 NSW OLED White
#70 Series X
#74 NSW OLED Neon
#77 PS5

Do note that since June 2022 Xbox Series S and it's variants do not show up the rankings for some reason.

The biggest changes are the decrease in the OLED White placement, PS5 being sold, and Series X. No 2023 console SKU reached the placement of the second highest 2022 console.
Amazon was clearly not reliable at all in Jan 2022 since Switch ended up selling less than both PS5 and XBS that month.
 
Amazon was clearly not reliable at all in Jan 2022 since Switch ended up selling less than both PS5 and XBS that month.
The problem with Switch was that it had no stock at GameStop from what I understand.

Similarly, PS5 was so high in January 2022 was because of a last minute holiday Target shipment that landed at the start of the month.

Now, it looks like all 3 consoles are in supply everywhere, there's just some issues with the X and PS5 DE.
 
Install Base Prediction Average
REV: 396.11M (Standard deviation = 37M)

PS5: 394K (Standard deviation = 45K)
NSW: 312K (Standard deviation = 37K)
XBS: 254K (Standard deviation = 39K)
 
NPD Prediction Results - January 2023

Revenue

Result: $393M

1Myriotes0
2BTB1232,000,000
3Anthony_The_Ghost8,000,000
4m05129312,000,000
5awng78213,000,000
6Ystad17,000,000
7Wilmbreak18,000,000
8Xevross20,000,000
9Astral_lion0220,000,000
10Welfare22,000,000
11NobsPlaystation26,000,000
12Astrogamer31,000,000
13jroc7432,000,000
14GaiusBaltar2538,000,000
15Malden43,000,000
16SSN47,000,000
17Kenka70,000,000
18Fatih_65687,000,000

Congrats to @Myriotes for being spot on! Great month everyone. 7/18 (39%) predictors were within 5% of the actual result, 14/18 (78%) were within 10%.

Code:
January 2023       

1.  Myriotes          117.00
2.  BTB123            112.75
3.  Anthony_The_Ghost 109.98
4.  awng782           105.35
5.  Ystad             102.84
6.  Wilmbreak         101.71
7.  Astral_lion02     100.46
8.  Xevross           100.46
9.  Welfare            98.20
10. NobsPlaystation    96.69
11. Astrogamer         96.06
12. jroc74             95.93
13. GaiusBaltar25      95.17
14. Malden             94.53
15. SSN                94.02
16. Kenka              91.09
17. Fatih_656          88.93
18. m051293            83.97

Congratulations @Myriotes for the PERFECT month! and to @m051293 for being the only predictor to not have a perfect ranking
 
I should have realigned the revenue better. Based on what I put as units, I should have predicted higher revenue (like at least 385M)
 
I really f'ed up with the revenue prediction. Lol

Software really underperformed my expectations.
 
I really f'ed up with the revenue prediction. Lol

Software really underperformed my expectations.
We're only predicting hardware revenue. What does software have to do with this?
 
Finally looked up the January results, now that the new thread is up... that's a nice start into the new prediction year :)
 
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