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March 2024 Circana (U.S. Hardware) Predictions - Closes Monday, April 29 [RESULTS IN]

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NEW RULES + EXPLANATION
Because Michael Pachter of Wedbush Securities decided to stop subscribing to NPD last 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 the both unit and revenue rankings being correct = 15.



ITT, predict for the Circana March 2024 retail period (March 03, 2024 - April 06, 2024) for U.S. hardware REVENUE and UNIT placements.

What is Circana?: Circana 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 Circana hardware sales will be for the most recent month. Circana 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 Circana numbers are not released?:
Despite not receiving numbers from Circana 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 Monday, April 29. Format use is required if you want your entry counted.

Circana Coverage: March 03, 2024 - April 06, 2024 (5 weeks, February was 4 weeks)
Circana Results Release: Tuesday, April 30 @ 9 a.m. EST? (PR + thread posted Wednesday, May 01 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 March:
[5 Weeks] [GameStop] Save $25 When You Buy $250+ In-Store Or Buy Online & Pick Up In-Store (December 2 - TBD)

[XBS] [5 Weeks] [Walmart / Target / Best Buy Total] $449 Series X

[PS5] [5 Weeks] Price Drop: $499 Slim Standard Edition Spider-Man 2 Bundle > $449
[PS5] [5 Weeks] Price Drop: $499 Slim Standard Edition Call of Duty: Modern Warfare III Bundle > $449
[PS5] [5 Weeks] $399 Slim Digital Edition Spider-Man 2 Bundle

Older Hardware, PS4, ROG Ally, Logitech G Cloud, Arcade cabinets, etc: ???

Recent History of February Hardware Revenue
Month201920202021202220232024
Jan$199,000,000$129,000,000$319,000,000$392,000,000$396,000,000$378,000,000
Feb$277,000,000$183,000,000$406,000,000$295,000,000$498,000,000$349,000,000
Mar$282,000,000$463,000,000$680,000,000$515,000,000$566,000,000

March 2023 Units
1. PS5: >620K
2. NSW: ???
3. XBS: ???

February 2024 Rankings
Units: 1) PS5 2) Switch 3) XBS
Dollars: 1) PS5 2) XBS 3) Switch

February 2024 Unit Ranges
1. PS5: ~400K
2. NSW: <230K
3. XBS: <200K

February 2023 NPD thread
March 2023 NPD thread

NPD Prediction Thread Archive
 
Last edited:
[REV] 410M

1. [PS5] 560K
2. [XBS] 210K
3. [NSW] 220K
 
Last edited:
Thread is now open and here's the return of some bets!


The Circana report is released on May 1
The Circana report is delayed beyond May 1

Helldivers II is #1
Helldivers II is #2 or lower
Dragon's Dogma II is #2
MLB The Show 24 #3
WWE 2K24 will place in the top 7 (WWE 2K23 was #7 in March 2023)
Princess Peach: Showtime! is #10 or higher (Better than Mario vs. Donkey Kong (2024) #11)
South Park: Snow Day! places in the top 15
Unicorn Overlord ranks in the top 12

Final Fantasy VII: Rebirth ranks outside the Top 10
Final Fantasy VII: Rebirth stays in the Top 10

Rise of the Ronin ranks higher than Final Fantasy VII: Rebirth

4 Nintendo Published games are in the Top 20
 
Why does the report go until April 6th? That makes no sense whatsoever.
 
Why does the report go until April 6th? That makes no sense whatsoever.
Because this a 53 week year. January was 5 weeks which pushed every month out 1 week later than usual.
 
Last edited:
[REV] 422M

1. [PS5] 540K
2. [XBS] 200K
3. [NSW] 235K
Is last march 5 week or 4 week?
 
Thread is now open and here's the return of some bets!


The Circana report is released on May 1
The Circana report is delayed beyond May 1

Helldivers II is #1
Helldivers II is #2 or lower
Dragon's Dogma II is #2
MLB The Show 24 #3
WWE 2K24 will place in the top 7 (WWE 2K23 was #7 in March 2023)
Princess Peach: Showtime! is #10 or higher (Better than Mario vs. Donkey Kong (2024) #11)
South Park: Snow Day! places in the top 15
Unicorn Overlord ranks in the top 12

Final Fantasy VII: Rebirth ranks outside the Top 10
Final Fantasy VII: Rebirth stays in the Top 10

Rise of the Ronin ranks higher than Final Fantasy VII: Rebirth

4 Nintendo Published games are in the Top 20
Thought Sony doesn't share Steam revenue and bet on Helldriver not being #1
Guess that's a lost bet
 
It's taken awhile, but we're only 2 days away from predictions closing. Circana results will be May 1.
 
Install Base Prediction Average
REV: 420.00M (Standard deviation = 12M)

PS5: 547K (Standard deviation = 26K)
NSW: 234K (Standard deviation = 16K)
XBS: 209K (Standard deviation = 11K)

NPD Prediction Results - March 2024

Revenue

Result: $391M
RankUserRevenue Difference
1Malden14,000,000
1awng78214,000,000
1GaiusBaltar2514,000,000
4The Hunter17,000,000
5Welfare19,000,000
6BTB12320,000,000
7Astrogamer21,000,000
8StrazakGoz29,000,000
8Xevross29,000,000
10Tbone518930,000,000
11Fatih_65631,000,000
12Maluigi37,000,000
13Ystad38,000,000
14GamingCJ39,000,000
15Astral_lion0244,000,000
16derby_44048,000,000
17jroc7449,000,000

Congrats to @Malden @awng782 and @GaiusBaltar25 for the tied 1st place! Everyone over predicted on revenue, no one predicting less than $400M. 5/17 (29%) were within 5% and 14/17 (82%) were within 10% of the actual result.

Points
Code:
March                           Total   
1.  awng782       115.21        Malden          321.34
2.  GaiusBaltar25 115.21        Astrogamer      315.79
3.  Malden        115.21        Ystad           304.73
4.  The Hunter    106.83        Xevross         303.89
5.  Welfare       104.57        The Hunter      299.15
6.  BTB123        102.44        awng782         293.20
7.  Astrogamer    101.31        Welfare         292.39
8.  StrazakGoz     99.29        jroc74          280.58
9.  Xevross        99.29        GamingCJ        276.25
10. Tbone5189      97.16        GaiusBaltar25   275.61
11. Fatih_656      96.04        Astral_lion02   261.84
12. Maluigi        95.27        derby_440       260.69
13. Ystad          95.14        BTB123          198.09
14. GamingCJ       95.01        Fatih_656       191.59
15. Astral_lion02  94.37        Kenka           174.94
16. derby_440      93.86        NobsPlaystation 164.50
17. jroc74         93.73        Myriotes        140.30
18.                             StrazakGoz       99.29
19.                             Tbone5189        97.16
20.                             Maluigi          95.27
21.                             Limabean01       92.98
22.                             Avitsky          87.12
23.                             Jin+Jang         72.35
24.                             Kmds             72.35

Congrats to @Malden @awng782 and @GaiusBaltar25 for the tied 1st place! Every predictor got the console order right, so everyone got the +50 points. This ranking is the same as the revenue ranking.
 
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