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May 2022 NPD (U.S. Hardware) Predictions - Closes Wednesday, June 8 [RESULTS]

Welfare

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Scholar Archivist Staff
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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 May 2022 retail period (May 01, 2022 - May 28, 2022) 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, June 8th. Format use is required if you want your entry counted.

NPD Coverage: May 01, 2022 - May 28, 2022 (4 weeks, April was 4 weeks)
NPD Results Release: Monday, June 13 @ 4 p.m. EST (PR+thread posted Monday, June 13 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 May:
PS5 and XBS shortages - 28 days

Video Game Hardware Prices
Switch: $199/$299/$349 (Lite/Regular/OLED)
Xbox Series: $299/$499 (S/X)
PS5: $399/$499 (Digital/Regular)

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

Recent History Of May Hardware Revenue
Screen_Shot_2022-05-29_at_12.42.23_PM.png


April 2021 NPD thread
May 2021 NPD thread

NPD Prediction Thread Archive
 
Last edited:
[REV] 222M

1. [NSW] 260K
2. [XBS] 210K
3. [PS5] 120K
 
Last edited:
[REV] 260M

1. [NSW] 315k
2. [PS5] 205k
3. [XBS] 217k

I feel a tinsy bit more bullish than my illustrous predecessors who posted in this thread.
 
May 2022 Full Month (May 01 - 28)

PS5 - NPD: ???
Week #StoresSource Post
1Costco / AntonlineSource
2AdoramaSource
3Costco / BJ'sSource
4GameStop / Amazon / Sony DirectSource

Xbox Series - NPD: ???
Week #StoresSource
1Walmart / AntonlineSource
2Source
3Best BuySource
4MS StoreSource

Notes
Amazon full month rankings: #11 PS5 $499 / #28 Xbox Series S $289 (Amazon full month goes from May 01 to May 31) Source

Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.

Xbox Series S is in stock at every major and small retailer.

Microsoft has been sending out emails with direct links to buying an Xbox Series X

Target now sells Xbox Series X|S and PS5 in store as stores get units, no longer on event schedule.

May will easily be the worst month for PS5 and Xbox this year. The China lockdowns continued to a point which affected shipments out of the nation to where most of May was barren, barely any new units being sent in. Even Series S is feeling it where it's going in and out of stock on Amazon.

PS5 Week 4 is the only week with major drops and likely 80% or more of all sales this month happened then.

Xbox is harder to gauge but Series S has generally been on sale all month while Series X supply never got better.
 
Install Base Prediction Average
REV: 236.12M (Standard deviation = 23M)

NSW: 269K (Standard deviation = 26K)
XBS: 204K (Standard deviation = 18K)
PS5: 153K (Standard deviation = 30K)
 
NPD Prediction Results - May 2022

Revenue


Result: $216M

1. Astrogamer - 1,000,000
2. Welfare - 6,000,000
2. Fatih_656 - 6,000,000
2. Astral_lion02 - 6,000,000
2. Lelouch0612 - 6,000,000
2. The_Liquid_Laser - 6,000,000
7. SoonyXboneUhh - 9,000,000
8. Xevross - 10,000,000
9. Ystad - 14,000,000
9. Luke88 - 14,000,000
11. IronTed - 15,000,000
11. Wilmbreak - 15,000,000
13. Grimstat - 16,000,000
14. Myriotes - 18,000,000
15. awng782 - 19,000,000
16. BTB123 - 24,000,000
16. Malden - 24,000,000
18. Joxer - 29,000,000
19. DeuceGamer - 30,000,000
19. Tbone5189 - 30,000,000
21. m051293 - 36,000,000
22. Kenka - 44,000,000
23. jroc74 - 54,000,000
23. reksveks - 54,000,000
25. Cobalt - 64,000,000
26. Josh5890 - 69,000,000

Bunch of copy cats for #2 😏. Great work once again on how close we were. 8/26 (31%) predictors were within 5% of the actual result, 15/26 (58%) were within 10%.

Points

Code:
May 2022                              Overall 2022
1.  Astral_lion02       111.61        Tbone5189             400.19
2.  Fatih_656           111.61        IronTed               392.62
3.  The_Liquid_Laser    111.61        Xevross               389.03
4.  Welfare             111.61        Welfare               376.34
5.  Luke88               98.76        SoonyXboneUhh         372.53
6.  IronTed              96.53        Malden                368.82
7.  Wilmbreak            96.53        Luke88                366.83
8.  Grimstat             96.30        Fatih_656             358.29
9.  Myriotes             95.83        Myriotes              354.84
10. BTB123               94.44        DeuceGamer            351.44
11. Malden               94.44        Astrogamer            345.59
12. DeuceGamer           93.06        Astral_lion02         335.22
13. Tbone5189            93.06        reksveks              329.27
14. Lelouch0612          88.11        awng782               319.61
15. Astrogamer           87.77        m051293               304.69
16. Josh5890             84.03        Wilmbreak             294.40
17. Xevross              77.19        Cobalt                288.77
18. Ystad                75.26        Joxer                 287.46
19. SoonyXboneUhh        72.92        BTB123                254.95
20. awng782              66.60        Josh5890              251.40
21. Kenka                66.31        donny2112             239.12
22. Joxer                64.29        jroc74                233.15
23. m051293              62.67        Abzeronow             222.43
24. reksveks             60.00        Lelouch0612           194.71
25. Cobalt               57.69        Rellik                187.21
26. jroc74               55.50        The_Liquid_Laser      174.10
27.                                   Kenka                 171.95
28.                                   TurnoftheCentury      169.74
29.                                   MysticGon             142.82
30.                                   Ryng™                 136.44
31.                                   Nocturnal             126.67
32.                                   KillerMan             104.66
33.                                   Shadow of the Void     99.81
34.                                   TrunksWD               99.33
35.                                   Luminoth 4545          98.00
36.                                   Grimstat               96.30
37.                                   Pancracio17            94.66
38.                                   Ystad                  85.26
39.                                   DarkDetective          80.70
40.                                   POE                    69.82
41.                                   Salesman               21.00
42.                                   Aleh                   10.00
43.                                   allan-bh               10.00
44.                                   Banjokazooie1992       10.00
45.                                   Bruno MB               10.00
46.                                   Chris1964              10.00
47.                                   Ctap                   10.00
48.                                   Flakster99             10.00
49.                                   Jeean                  10.00
50.                                   Judy                   10.00

Congratulations to @Astrogamer for winning Revenue, and @Astral_lion02 @Fatih_656 @The_Liquid_Laser and @Welfare in Points!
 
Should've edited my prediction.
Xbox Series was predominantly just the S, so not enough stock to beat Switch in the revenue ranking.

Let's see what happens this month.
I see PS5 not coming in last units for the first time in a very long time.

Series X end of quarter shipments are still not showing up yet. Europe already has them coming.


Switch seems to come down to a high base line comparable to what's happening in Japan.
 
Should've edited my prediction.
Xbox Series was predominantly just the S, so not enough stock to beat Switch in the revenue ranking.

Let's see what happens this month.
I see PS5 not coming in last units for the first time in a very long time.

Series X end of quarter shipments are still not showing up yet. Europe already has them coming.


Switch seems to come down to a high base line comparable to what's happening in Japan.
I went for the upset and picked PS5 to be ahead of Xbox Series for May, lol.

We shall see for June.
 
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