Kadokawa FY3/2024 Q2 Earnings Release - Game Segment Cml Net Sales ¥13,670M (-20.23% YoY), Cml Operating Profit ¥4,028M (-46.94% YoY). Armored Core VI

[Charamiwa]

We have the estimate of Ghost of Tsushima's digital share years later after deep discounts, and it's not 90%.

I can see something like Street Fighter V at the very end of its life having that kind of split, but that's an extreme case of a service game being sold for peanuts for years.

 

[Belthazar]

My honest advice is put that user on ignore and forget they exist, you're not getting a coherent argument out of them.

That's straight up bullying to advise other users to put someone on ignore, regardless of what's said.

 

[MegaXZero]

My honest advice is put that user on ignore and forget they exist, you're not getting a coherent argument out of them.

That's straight up bullying to advise other users to put someone on ignore, regardless of what's said.

If you have an issue with another user’s posts, please report them instead of doing a direct call outs. You can also DM other users.

 

[Astrogamer]

I'm pretty sure the 90% is from something like Capcom's fiscal reports but, to be clear, those were unit ratio and include the back catalog which is almost entirely digital and often 60% or more off. If you were to focus on new releases, the ratio is much lower, especially when you consider the amount of PC sales will weight the results to digital.

 

[HFbob]

What I think he means is that early sales of a game tend to skew physical, while later sales then skew digital, which is generally true imo. How he gets the 80-90% number though, idk.

Yeah I got the part about digital increasing over time for most games, it was the part about ending up at 80-90% that seems nutty.

I'm pretty sure the 90% is from something like Capcom's fiscal reports

I figured it might be that.

but, to be clear, those were unit ratio and include the back catalog which is almost entirely digital and often 60% or more off. If you were to focus on new releases, the ratio is much lower, especially when you consider the amount of PC sales will weight the results to digital.

Right, my post (quoting Celine) was about the PS5 digital ratio for retail releases, not Capcom's (or whoever) digital share. That's why I wasn't sure what he meant. That part of his post was off topic to the point I was making.. Not sure why he bothered.

 

[Astral_lion02]

BC has never changed sw buying habits, consumers don't forgo new gen sw for a previous consoles games, at least they haven't in the past. Why would they now? Do we see this same (speculative) phenomenon in other markets? Are consumers in the US, UK, France ect. buying PS4 games to play on their PS5 leading to tiny PS5 sw sales in those markets?

Mainland Europe seams to have a very low digital adoption compared to elsewhere so it's hard to make comparaison.

The good comparaison would be with
North America but we did not get software numbers since 2020.

In the UK retail numbers have become very (very) low and Nintendo Switch dominate the charts.
It's not the same level as Japon but still big.

 

[MegaXZero]

I'm pretty sure the 90% is from something like Capcom's fiscal reports but, to be clear, those were unit ratio and include the back catalog which is almost entirely digital and often 60% or more off. If you were to focus on new releases, the ratio is much lower, especially when you consider the amount of PC sales will weight the results to digital.

Capcom also includes DLC expansions as a unit sales. Which wildly swings things when two of them are dlc expansions of MH.

 

[HFbob]

to be clear, those were unit

include the back catalog which is almost entirely digital and often 60% or more off.

PC sales will weight the results to digital.

Capcom also includes DLC expansions as a unit sales. Which wildly swings things when two of them are dlc expansions of MHMH.

So he was being dishonest in an attempt to "defend" PS5's terrible sw performance? I'm shocked.

 

[enpleinjour]

Right, my post (quoting Celine) was about the PS5 digital ratio for retail releases, not Capcom's (or whoever) digital share. That's why I wasn't sure what he meant. That part of his post was off topic to the point I was making.. Not sure why he bothered.

So he was being dishonest in an attempt to "defend" PS5's terrible sw performance? I'm shocked.

Or maybe you should read the FY reports and understand the data at hand here?
Each JP 3rd party reports total units of games sold in Japan, some even give the physical, digital split.

CY 2022 (comparing MC CY2022 to FY reports) :

• BN - 88%
• Capcom - 92%
• Sega - 82%
• SE - 63%
• KT - 79%

Again these are unit sales, not revenue. This is max, physical shipments will reduce these %s but not by much.

Your original point was SW sales in general on PS, without fully knowing how large the digital component could be. The JP FY results give us a better indication of the digital sales in Japan.

There are some caveats, SE including MMO expansions in the digital unit sales, but these are for the most part full games, not DLC/MTX. Considering the huge discrepancy between physical sales and total sales, even sub segments like MMO expansions or digital only games are not going to make up for millions in difference.

Broadly, I think a lot of people here don't know this data exists, so I'll be making a thread on it soon, instead of going off a tangent here.

 

[fiendcode]

Or maybe you should read the FY reports and understand the data at hand here?
Each JP 3rd party reports total units of games sold in Japan, some even give the physical, digital split.

CY 2022 (comparing MC CY2022 to FY reports) :

• BN - 88%
• Capcom - 92%
• Sega - 82%
• SE - 63%
• KT - 79%

Again these are unit sales, not revenue. This is max, physical shipments will reduce these %s but not by much.

Your original point was SW sales in general on PS, without fully knowing how large the digital component could be. The JP FY results give us a better indication of the digital sales in Japan.

There are some caveats, SE including MMO expansions in the digital unit sales, but these are for the most part full games, not DLC/MTX. Considering the huge discrepancy between physical sales and total sales, even sub segments like MMO expansions or digital only games are not going to make up for millions in difference.

Broadly, I think a lot of people here don't know this data exists, so I'll be making a thread on it soon, instead of going off a tangent here.

I think their point was this isn't platform specific, it's includes PC, Switch and Xbox in addition to PlayStation.

 

[Undead Warrior]

I think their point was this isn't platform specific, it's includes PC, Switch and Xbox in addition to PlayStation.

It also includes catalogue sales, the VAST majority of which is not on PS5.

 

[HFbob]

Or maybe you should read the FY reports and understand the data at hand here?
Each JP 3rd party reports total units of games sold in Japan, some even give the physical, digital split.

CY 2022 (comparing MC CY2022 to FY reports) :

• BN - 88%
• Capcom - 92%
• Sega - 82%
• SE - 63%
• KT - 79%

Again these are unit sales, not revenue. This is max, physical shipments will reduce these %s but not by much.

Your original point was SW sales in general on PS, without fully knowing how large the digital component could be.

Right that was my original point. Overall digital ratios for publishers themselves don't give up better insight, not with the caveats that come with them.

There are some caveats

Huge caveats. As an aside, what do you think the ps5's digital is? Above the 57% needed to match the WiiU?