Bowser's Fury is indeed a brand new game but the actual Super Mario 3D World on Switch is a straightforward (enhanced) port of the Wii U version.
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📰A Sales Story | E14 | Tales Of Arise 📰
Check out the 14th edition of A Sales Story | E14 | Tales Of Arise here!
Xbox + Microsoft FY23 Q2 Results: Gaming Revenue declined 13% ($4.758B), Content & Services -12%, Hardware -13% | Game Pass Growth YOY | MAU = 120M
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Only 3rd party content isn't enough (this thread results is a good example of that), I'm talking about the part Microsoft/Sony needing to fill their year with smaller games between their big releases. They don't. 3rd parties can cover those slower periods, what they need to focus is on delivering great games that make people actually want their consoles.
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These numbers are bad, but not surprising. When your brand goes a full year without any new exclusive releases, that will have huge effects. Hopefully management has been working on stabilizing the pipeline.
The idea that Nintendo is living off of the Wii-U library is overblown. After 2018, which was definitely heavy in Wii-U ports, there has only been one re-release each year in 2019, 2020, and 2021 with no Wii-U port last year.
I agree to a certain extent that Nintendo could do better with some of their 1st party output though.
The idea that Nintendo is living off of the Wii-U library is overblown. After 2018, which was definitely heavy in Wii-U ports, there has only been one re-release each year in 2019, 2020, and 2021 with no Wii-U port last year.
I agree to a certain extent that Nintendo could do better with some of their 1st party output though.
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I'm using XBS 2021 ratios but I keep mixing shipment with sell through. 18-19M sell through is what I have as well. 19-20M could be the shipment range. Having 3.5M in channels, to get 22.5M, seems extreme no?
- XBS 2022 global sell-through:
- US 2021 = 3.74, sales data from MS ATVI case ~7.5M, ratio = 49.9%
- US 2022 ~ 4.24-4.54, approx global ~ 8.5-9M
- LTD ~ 18-19M
- Shipment ~19-20M
We know for sure XBS is behind XB1 substantially in US and UK, its biggest markets:
- NPD: XBS is behind XB1 by ~1-1.6M
- UK: XBS is behind XB1 by 0.6-0.66M
- Using XBS 2021 US+UK sell through to global sell through (we have global sell through from MSFT ATVI case (7.5M), Ampere (7.7M)) ratio -> ~18-19M sell through -> 19-20M shipment
- XB1 at the end of 2015 was 19-20M sell through per EA CEO or IDG -> ~20-21M shipment
| Quarter | Hardware % YoY | Quarter Revenue | Weight | Weight x Hardware % |
| FY22 Q3 | 14 | 3.740 | 0.24 | 3.36 |
| FY22 Q4 | -13 | 3.455 | 0.22 | -2.89 |
| FY23 Q1 | 13 | 3.61 | 0.23 | 3.02 |
| FY23 Q2 | -13 | 4.758 | 0.31 | -3.97 |
| Sum | 15.563 | 1.00 | -0.48 |
Basically flat for shipments which leads to the same 19-20M 2022 LTD shipment
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These results are disappointing. I really want to see them do well, along with Sony and Nintendo. A healthy marketplace where all three are doing well (along with any new entrants who want to have a go) is something I’m keen on.
How many years can we keep saying, “wait for the games from the devs/studios they’ve bought”?
How many years can we keep saying, “wait for the games from the devs/studios they’ve bought”?
-wrong thread-
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2022 was the first year without any Wii U port and it was one of the Switch's strongest years. That's how they fare without Wii U ports.
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I made a tweet thread explaining my estimate but basically consoles typically have millions of unsold units after the holidays. This is the PS4
Xbox also traditionally over ships in Q4, or another way, they make sure the Xbox never runs out of stock for the holiday season. This is infamous behavior back in 2006 when the Wii and PS3 launched
and they have a much worse drop in Q1 shipments than Sony or Nintendo. This is the percentage drop that Q1 suffers from the previous Q4, not including the very first Q1 and Q4 (launch)
| Xbox 360 | PS3 | Wii | |
| 2007 | -89% | ||
| 2008 | -70% | -55% | -38% |
| 2009 | -72% | -65% | -48% |
| 2010 | -71% | -66% | -69% |
| 2011 | -57% | -67% | -84% |
| 2012 | -83% | -71% | -84% |
| Average | -74% | -65% | -65% |
| PS4 | Switch | |
| 2015 | -64% | |
| 2016 | -71% | |
| 2017 | -70% | |
| 2018 | -72% | -60% |
| 2019 | -68% | -74% |
| 2020 | -77% | -70% |
| 2021 | -59% | |
| 2022 | -61% | |
| Average | -70% | -65% |
Xbox also historically ships more in Q4 than the other 3 quarters combined, compared to Sony and Nintendo
| Q1+Q2+Q3 | Q4 | Q4 - the rest | |
| 2006 | 4,500,000 | 4,400,000 | -100,000 |
| 2007 | 3,000,000 | 4,300,000 | 1,300,000 |
| 2008 | 4,800,000 | 6,000,000 | 1,200,000 |
| 2009 | 5,000,000 | 5,200,000 | 200,000 |
| 2010 | 5,800,000 | 6,300,000 | 500,000 |
| 2011 | 6,700,000 | 8,200,000 | 1,500,000 |
| 2012 | 4,200,000 | 5,900,000 | 1,700,000 |
| 2013 | 3,500,000 | 3,500,000 | 0 |
| Total | 37,500,000 | 43,800,000 | 6,300,000 |
| Q1+Q2+Q3 | Q4 | Q4 - the rest | |
| 2007 | 3,800,000 | 4,900,000 | 1,100,000 |
| 2008 | 6,200,000 | 4,500,000 | -1,700,000 |
| 2009 | 5,900,000 | 6,500,000 | 600,000 |
| 2010 | 8,100,000 | 6,300,000 | -1,800,000 |
| 2011 | 7,600,000 | 6,500,000 | -1,100,000 |
| 2012 | 6,300,000 | 6,000,000 | -300,000 |
| 2013 | 5,000,000 | 3,300,000 | -1,700,000 |
| Total | 42,900,000 | 38,000,000 | -4,900,000 |
| Q1+Q2+Q3 | Q4 | Q4 - the rest | |
| 2007 | 9,980,000 | 6,960,000 | -3,020,000 |
| 2008 | 14,420,000 | 10,410,000 | -4,010,000 |
| 2009 | 11,180,000 | 11,310,000 | 130,000 |
| 2010 | 8,450,000 | 8,740,000 | 290,000 |
| 2011 | 4,720,000 | 5,610,000 | 890,000 |
| 2012 | 2,210,000 | 2,200,000 | -10,000 |
| 2013 | 920,000 | 600,000 | -320,000 |
| Total | 51,880,000 | 45,830,000 | -6,050,000 |
| Q1+Q2+Q3 | Q4 | Q4 - the rest | |
| 2014 | 9,300,000 | 6,400,000 | -2,900,000 |
| 2015 | 9,200,000 | 8,400,000 | -800,000 |
| 2016 | 9,800,000 | 9,700,000 | -100,000 |
| 2017 | 10,400,000 | 9,000,000 | -1,400,000 |
| 2018 | 9,600,000 | 8,100,000 | -1,500,000 |
| 2019 | 8,600,000 | 6,000,000 | -2,600,000 |
| 2020 | 4,800,000 | 1,400,000 | -3,400,000 |
| Total | 61,700,000 | 49,000,000 | -12,700,000 |
| Q1+Q2+Q3 | Q4 | Q4 - the rest | |
| 2017 | 7,630,000 | 7,240,000 | -390,000 |
| 2018 | 7,990,000 | 9,410,000 | 1,420,000 |
| 2019 | 9,400,000 | 10,810,000 | 1,410,000 |
| 2020 | 15,820,000 | 11,570,000 | -4,250,000 |
| 2021 | 13,010,000 | 10,670,000 | -2,340,000 |
| Total | 53,850,000 | 49,700,000 | -4,150,000 |
My 4.2M estimate for Q4 is actually only 2x what I think they shipped in Q3, and far below what the combined rest of the year is (5.6M)
Basically, I'd argue either Q4 2022 was either an over shipment by Microsoft, or significant sell through under performance.
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And the Wii U ports for Switch brought Nintendo in line with what other platforms have been doing for generations already: remastering the previous system’s games for the new system to pad the lineup.
That game is next gen only? That game could have been on the Xbox 360, much less Xbox One. Guess they just want to move on.
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Well it is time to move on. But also, nah not really. No way on earth it plays on 360, and on original XB1 it would be severely gimped I think. The game is gorgeous and the locked 60fps is really important for getting the timing right with the rythm mechanics.
This may sound like bit of a cope (lol), but has it ever been confirmed that Starfield will be a Xbox exclusive?? Granted I haven't really kept up with much of the news related to it.
I mean, when MS acquired Bethesda in 2021, shouldn't the development of the PS version of Starfield be well underway?? What financial sense does it make to cancel a game so far ahead in development? Especially a game on the scale of Starfield.
My personal pipedream is that Starfield for PlayStation will release 6-18 months after the Xbox version.
I mean, when MS acquired Bethesda in 2021, shouldn't the development of the PS version of Starfield be well underway?? What financial sense does it make to cancel a game so far ahead in development? Especially a game on the scale of Starfield.
My personal pipedream is that Starfield for PlayStation will release 6-18 months after the Xbox version.
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Yes, the Developer Direct was a good start to the year for Xbox. The one issue though is Forza. The segment ended with just a "Coming 2023". Feels safe to say that it has slipped out of its original "Spring 2023" window.
There is no indication from Microsoft at this point that Starfield will be on PlayStation. They've been quoted a couple of times saying that any previous contractual agreements (exclusivity with Deathloop and Ghostwire Tokyo), but any future Bethesda games will exclusively be on the Xbox ecosystem.
As for financial sense, I'm sure that some resources are lost forever if the PlayStation version gets dumped, but Microsoft paid big money so that Bethesda could make games exclusively for their systems. If there is any game in the near future that will sell Xbox systems, it is Starfield. I guess anything is possible, but until Microsoft announces more games for PlayStation or Nintendo, I would assume it isn't happening.
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The fact that MS so gracefully honoured the deathloop and ghostwire contracts just adds even more credence to my argument. Don't you think Sony had a pre-existing deal with Bethesda for Starfield, especially when they would have got wind about their acquisition way earlier?
Honestly these graphics means nothing. Look at all the PlayStation P&A material from 2013-18. All of them had "Only on PlayStation" plastered all over them. Only for many of those games to eventually release on PC.First order of business for MS was to open their first E3 with Starfield with this graphic
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Exactly how much longer are we going to ignore the fact that Game Pass doesn't seem to be the Silver Bullet everybody made it out to be?
I ask because even Hollywood is coming down from its Streaming induced high as the results of the last fiscal are coming up. Anybody who doesn't believe me can read the article below.
www.hollywoodreporter.com
I'm still seeing people say MS will be fine because they're playing the long game in becoming the "Netflix of Videogames!" and yet we have entire Hollywood movie studios drowning in debt and employing various cost-cutting measures to stem the bleeding from their financials.
Can we please stop this nonsense of Game Pass and that whole model being "the future!" please? Streaming will no doubt play a vital role in entertainment, manga sales point towards that certainly. But it hasn't invalidated every other model out there all of a sudden.
I ask because even Hollywood is coming down from its Streaming induced high as the results of the last fiscal are coming up. Anybody who doesn't believe me can read the article below.
Wall Street’s Streaming Warnings to Hollywood Get More Dire: Can’t “Light Money on Fire”
Multiple analysts have turned skeptical about profit guidance and content spend as it relates to direct-to-consumer platforms that were touted as company flagships only a year ago.
www.hollywoodreporter.com
I'm still seeing people say MS will be fine because they're playing the long game in becoming the "Netflix of Videogames!" and yet we have entire Hollywood movie studios drowning in debt and employing various cost-cutting measures to stem the bleeding from their financials.
Can we please stop this nonsense of Game Pass and that whole model being "the future!" please? Streaming will no doubt play a vital role in entertainment, manga sales point towards that certainly. But it hasn't invalidated every other model out there all of a sudden.
Looking here and NPD results, I looked back at old interviews about the XBS consoles before and after launch and it seems the issue with Microsoft is that for some reason they are not able to produce the amount of XSX they need to actually improve unit sales of their consoles.
If Microsoft were able for NPD for example, to produce a few hundred k more XSX the sales would be closer or over the PS5 in NPD.
In Japan, Microsoft is constantly struggling to get in XSX stock over XSS, which itself had many times were it had limits.
When you look back at the pre-launch interviews I think the issue is Microsoft did not anticipate this much difficulty producing and having enough stock for XSX.
This brings to question whether it's time to consider sunsetting the XSS this year, start cutting down shipments in the 2nd half of 2023, and then phase it out by the end of December, allowing full production steam of XSX.
If XSX still can't improve production at this point but the PS5 can, and we were actually warned before the holiday that XSX would not have much availability (at least in America, I don't remember if that quote was globally or not) then there's something very, very very wrong.
The sales breakdowns Welfare and others put out for NPD are actually good, not because of the widening gap with the PS5, that's bad, but because there was no XSX so most of those sales were only because Microsoft had fire sales on the XSS. If they didn't who knows how low the sales would have been.
It may be time to seriously consider killing XSS slowly this year with an end-of-year discontinuation if Microsoft continues to struggle with the Series X. Imagine Starfield comes out and Forza, and there's not enough consoles to move?
I think people blaming Game pass are putting blame on the wrong thing and aren't thinking rationally. These results have nothing to do with Game Pass, zero.
If Microsoft were able for NPD for example, to produce a few hundred k more XSX the sales would be closer or over the PS5 in NPD.
In Japan, Microsoft is constantly struggling to get in XSX stock over XSS, which itself had many times were it had limits.
When you look back at the pre-launch interviews I think the issue is Microsoft did not anticipate this much difficulty producing and having enough stock for XSX.
This brings to question whether it's time to consider sunsetting the XSS this year, start cutting down shipments in the 2nd half of 2023, and then phase it out by the end of December, allowing full production steam of XSX.
If XSX still can't improve production at this point but the PS5 can, and we were actually warned before the holiday that XSX would not have much availability (at least in America, I don't remember if that quote was globally or not) then there's something very, very very wrong.
The sales breakdowns Welfare and others put out for NPD are actually good, not because of the widening gap with the PS5, that's bad, but because there was no XSX so most of those sales were only because Microsoft had fire sales on the XSS. If they didn't who knows how low the sales would have been.
It may be time to seriously consider killing XSS slowly this year with an end-of-year discontinuation if Microsoft continues to struggle with the Series X. Imagine Starfield comes out and Forza, and there's not enough consoles to move?
I think people blaming Game pass are putting blame on the wrong thing and aren't thinking rationally. These results have nothing to do with Game Pass, zero.
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Meh. Let me put it like this. I'm not hoping for a PS release but IF Starfield releases on PlayStation, I won't be surprised at all and most importantly, I'll definitely serve some crow. Lol
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What "nonsense"?Exactly how much longer are we going to ignore the fact that Game Pass doesn't seem to be the Silver Bullet everybody made it out to be?
I ask because even Hollywood is coming down from its Streaming induced high as the results of the last fiscal are coming up. Anybody who doesn't believe me can read the article below.
Wall Street’s Streaming Warnings to Hollywood Get More Dire: Can’t “Light Money on Fire”
Multiple analysts have turned skeptical about profit guidance and content spend as it relates to direct-to-consumer platforms that were touted as company flagships only a year ago.
I'm still seeing people say MS will be fine because they're playing the long game in becoming the "Netflix of Videogames!" and yet we have entire Hollywood movie studios drowning in debt and employing various cost-cutting measures to stem the bleeding from their financials.
Can we please stop this nonsense of Game Pass and that whole model being "the future!" please? Streaming will no doubt play a vital role in entertainment, manga sales point towards that certainly. But it hasn't invalidated every other model out there all of a sudden.
Movie streaming isn't comparable to GamePass, because Microsoft owns the most important games on its service, whereas Netflix and Co. depend mostly on distribution of outside-material (although everyone's trying to create exclusive content).
Because of that, it's still true that the more time passes, the more profitable GamePass will become for Microsoft, current release issues aside.
Game-streaming is not the future for everyone, but Microsoft's GamePass-concept is here to stay and it will become more economical the more its userbase grows (example: MS releases 4 games per year, that's a fixed cost per year. But userbase keeps rising, raising the money made from subscriptions, for no additional investment cost.).
Now is not the time for roundabout "MS is doomed"-opinions. As long as MS is committed to their plans, it should eventually work itself out. The only question is how high Satya Nadella's patience is.
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A big factor is how much debt those media companies accrued in their standard operation. If Warner Bros. had been simply spunoff without the debt from AT&T, HBO Max would be pretty viable in a couple years. Netflix is actually profitable now and could be debt free in a couple years. Video streaming also has the issue of too many options. Paramount+ and Peacock could have easily decided to do what Sony has done and auction off rights to their library to streaming service that is a smaller slice of the pie rather than accrue debt for funding a service that has potential to be bigger in 5 years time.Exactly how much longer are we going to ignore the fact that Game Pass doesn't seem to be the Silver Bullet everybody made it out to be?
I ask because even Hollywood is coming down from its Streaming induced high as the results of the last fiscal are coming up. Anybody who doesn't believe me can read the article below.
Wall Street’s Streaming Warnings to Hollywood Get More Dire: Can’t “Light Money on Fire”
Multiple analysts have turned skeptical about profit guidance and content spend as it relates to direct-to-consumer platforms that were touted as company flagships only a year ago.
I'm still seeing people say MS will be fine because they're playing the long game in becoming the "Netflix of Videogames!" and yet we have entire Hollywood movie studios drowning in debt and employing various cost-cutting measures to stem the bleeding from their financials.
Can we please stop this nonsense of Game Pass and that whole model being "the future!" please? Streaming will no doubt play a vital role in entertainment, manga sales point towards that certainly. But it hasn't invalidated every other model out there all of a sudden.
While Microsoft's Game Pass isn't necessarily immune to this, they have a bit of leverage in that they are pretty much the only game in town and they own massive properties. The closest competitors are Playstation Plus which is still exclusive to Playstation and doesn't get Day 1 releases, and Amazon Luna, which is in beta and Amazon lacks games. Game Pass also isn't reliant on streaming yet (and Microsoft owns the servers so, they are operating on a much lower cost). At 25 million subscribers, Game Pass should basically subsidize the operational cost of Xbox. Subscription based models probably aren't going to be the sole future but, it should subsidize a large portion of the industry, allowing for creative titles to exist without needing to break even on their own. Also, don't really think that anyone really says they're the only model possible in the future besides Xbox fanboys.
Can we stop comparing gamepass to netflix? If we have to, Netflix can and does turn a profit.
It's more closely akin to Amazon Prime, its a subscription service to get users in the platform and to drive engagement on the platform in order to drive more profitable revenue streams.
Also streaming vs local gaming is a separate topic.
It's more closely akin to Amazon Prime, its a subscription service to get users in the platform and to drive engagement on the platform in order to drive more profitable revenue streams.
Also streaming vs local gaming is a separate topic.
I don't see these huge problems with Series X availability.
In the U.S. it is right now available on all major online retailers if we exclude Amazon. In stores also it can be found quite easily, it is not unobtainable as PS5 has been for months. In Europe the situation is even better.
Maybe Series X doesn't have stock as available as Series S but it certainly doesn't have huge stock problems to justify certain results,indeed it is quite simply to buy a Series X. I can literally buy one now without any difficulty.
Xbox's problem is a demand problem. An image Product problem.
It lacks games that really appeal to the masses, it lacks good marketing, it lacks a strong brand image worldwide like PS and Nintendo .
Until Xbox has these things it will never really rise from the Xbox one generation and compete really with Ps and Nintendo in terms of sales,in my opinion.
The acquisition of Activision in this sense could speed things up and greatly improve the situation but its outcome is not certain.
Xbox Series X is available every where almost since the start of the gen. Series S it's the silver bullet to Xbox growth and you want to kill it? Starfield will put a lot of people wanting a Xbox, people that probably have a PS5, and the series S it's perfect for a second console.
So RedFall is launching May 2nd while Forza is still undated (so probably a June launch at the earliest). This means StarField is likely to miss the 1st half of 2023, which isn't too shocking.
Both RedFall and Forza look good so it will be interesting to see how much they can drive growth to Xbox HW and SW sales. Hi-Fi Rush is apparently really good too but that was shadow-dropped so the impact to Xbox will be minimal.
Both RedFall and Forza look good so it will be interesting to see how much they can drive growth to Xbox HW and SW sales. Hi-Fi Rush is apparently really good too but that was shadow-dropped so the impact to Xbox will be minimal.
Fanboy dishonesty?
Xbox is starting to track behind because the other half isn't having the same supply.
Well we can go with anecdotes, or data from MS and other credible connections to the industry saying that there is a lack of supply for the XSX, especially during the holidays, which the biggest surprise of the NPD thread, was the gap between XBS and PS5 in November, which had limited supply of XSX, and was forewarned to us by Phil Spencer.
If Xbox shipped more XSX the gap would be different. There were even promos going on in NOV at multiple retailers were only the S was part of the promo because they had limited or no X to sell.
Some, and now is post-holiday so sales slow down.
Wasn't during Nov and Dec.
Except we are seeing globally that XSX is falling quite a bit behind the S in supply and sales almost across the board. It is literally a big reason for the NPD gap in Nov. Or the months before it when you look at the breakdown. XSS can't sell XBS by itself.
X having a demand problem without much supply to many consumers doesn't make much sense.
More like Xbox's Halo 3.
Things is though as well as Bethesda exclusive games (console) sold on previous Xbox consoles, they never did anywhere near as well as PC, or to sell 7+ million copies except maybe Skyrim.
Can Starfield move more XBS consoles than Skyrim moved 360's? Can it be that big?
I think there is a big issue here with regards too the PS5 having much better availability globally, but there still being issues with the X.
This holiday showed us the best XBS led by the XSS can sell all by itself outside whatever nov stock Microsoft was able to put out for the X. Based on the still wide availability of the holiday packaged XSS consoles, XSS has already peaked and hit a saturation point.
I'm not sure what going on over at Microsoft, but if they still can't get X's out there then sales are going to be a big problem because the XSS outside of an unlikely permanent price cut to $199 (not likely until the holidays if this year at all) there's no room left to run for the S.
In some countries Xbox has barely had any shipments of X at all, and that looks like it's going to continue to be an issue for the next several months. There are many people who are buying the PS5 that can't buy the alternative because it's not as widely available, and they have no interested in the weaker S, it's lack of disc drive, or 1080p.
There's a cap on that audience and I think Microsoft has reached it.
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Reviews and WoM will be a deciding factor for sure.
Keep in my that TES was way bigger than Zelda. Zelda reached the stratosphere.
If a game from XBOX is going to be console seller, it's Starfield.
Skyrim released day and date on PC and PS3 alongside 360. No one needed to buy a 360 to play Skyrim so I'm not sure why you're considering it specifically a 360 system seller.
Fanboy of what? The only console that I have it's a Series X since launch and on the same day I trade my PS4 Pro (that my sister wanted) by a Series S to my sister, I have gamepass until 7/2025.
Maybe I am wrong but I didn't read anything that the Xbox stock problem was worst than PS5. In my country Xbox is always available.
XSS being small and weaker its easy to produce and perfect in this time of lack of components. I know a lot of people that already have a PS5, but gamepass and XSS series price convinced them to buy a Xbox, for them would be difficult to justify a 500$ purchase on another console.
XBOX Series GP weak output in 2022 was the major factor on not so strong results. This year has everything to be different and started great with hi-fi rush.
Starfield will move a lot of Xbox.
I think he wanted to say oblivion.
Yes, but (Time)Oblivion and Morrowind led up to the perception of Skyrim as an Xbox game, and the uh...
PS3 version had some problems putting it mildly. So the 360 got the bulk of its sales.
Skyrim was literally a 360 system seller when it came out.
You basically found the root of the issue.
GP was the only thing that didn't have weak output in 2022.
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Reading all the sales threads I don't know a country that had a major Xbox stock problem than PS5. In USA there was stock problems on Xbox this holiday? If so I wasn't aware of that.
I never had a problem with the lack of games, it was the opposite, but I don't need to by a Sony fanboy to say that PS5 had a lot more system sellers on 2022, GoW, GT7, Horizon. As I said this year Xbox start to have some system sellers.
By this logic every multiplatform game on PS5 and XSX is a PS5 system seller because the PS5 version is going to get the bulk on the sales.
"than the PS5" and that's the problem, you aren't reading what I'm saying, your twisting it for the console war. It was clear, and even stated by Microsoft, they didn't have enough supply for the holidays for Series X. Only the PS5 was ever shown to be having reports coming out about significant improvements, and guess what? According to Jim it did.
But we are talking about Xbox Series X specifically in a vacuum. You are like others who REFUSE to believe people couldn't easily get the X widespread because you don't want to admit you can't use some anecdotes (if even true) to represent everyone who wants to buy the X. The professionals have the data I don't think they would lie about not having supply, when they NEED more sales.
Systems sellers wasn't the problem, if you look at the month to month break down the gaps were mostly due to a combination of PS5 stock gradually improving, and a lack of XSX stock gradually improving for NPD. Look at how small the gaps were in the months leading up to October-Nov. We are talking about sales mainly driven by the S, a weaker console than the PS5, which demand for it was to mostly a different audience than what the S was aiming at.
The PS5 main audience is what the X was aiming at, and since there wasn't enough X's, there wasn't enough sales to make up for what was being lost. If the X was produced even 20% behind what the XSS produced there would be more base sales for Xbox Series by default.
This is the result of poor management over at Microsoft, not entirely sure who is too blame but they went from promising better production and things being normal by the end of 2022, to having game delays, still poor X production, and backtracking saying there's not enough supply for demand.
Meanwhile, there seems to be staff changes in leadership across a few Xbox studios too, it almost looks like Xbox is imploding. I think there needs to be changes from the top down for Xbox. There's enough done already to launch off of, time to find the weakpoints and replace them.
You weren't there at the time, and that's ok. You had to be there to understand the trajectory of Morrowing to Skyrim.
Every major multiplatform game is a system seller and some games due to being more associated to a particular system, push more one then the other.
About Skyrim, the launch sales on NPD were heavily favored to Xbox 360, way ahead of the install base gap.
I mean, this logic is applied all the time in Japan.
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Things are not looking good for Starfield H1 and it will be a huge blow for Xbox and maybe even the entirety of MS's personal computing division if it misses, as MS's FY ends in June.
We could be seeing GamePass missing expectations 3 years in a row, alongside a Personal Computing Dvision that is down 30%+. ATVI will likely be sorted out by then on whether MS is going to continue or drop it, so they may also have a $3B loss on the books as well.
GP hasn't been missing targets for years, in fact it was highlighted as one of the few positives in their results this week.
The ABK acquisition will either be completed or renegotiated/extended by the end of June. I don't see MS giving this up.
he was talking about this:
Xbox Game Pass Grew 28% Last Fiscal Year, Missing Target of 73%
https://www.sec.gov/Archives/edgar/data/789019/000119312522270484/d318171ddef14a.htm This is the second year it missed targets, this time by a substantial degree. Phil Spencer noted console Game Pass is slowing in growth while PC Game Pass is seeing significant growth and Cloud Gaming has...
www.installbaseforum.com
GP is still growing as highlighted by Microsoft but is this grow enough to reach internal target ?
Microsoft did not provide any number for GP unlike in January 2021 and 2022.
A huge blow for Xbox does kinda feel like it depends on their expectations and the internal/external pressure on the division, we know that they are forecasting a 7% decline in gaming in this quarter.
The big unknown is how important (theoretically and in reality) is it for MS to having a gaming division for the azure division, both in terms of developing tech and pushing consumer behaviour.
I think unfortunately MS will have to deal and adapt with consumer demand for pc/laptops being 'down' and going to be down for a while, just like others like Intel and AMD.
The big unknown is how important (theoretically and in reality) is it for MS to having a gaming division for the azure division, both in terms of developing tech and pushing consumer behaviour.
I think unfortunately MS will have to deal and adapt with consumer demand for pc/laptops being 'down' and going to be down for a while, just like others like Intel and AMD.
I'm not sure how this goes against my point.
Telling me launch sales of Skyrim on NPD heavily favored Xbox 360 at launch doesn't prove it was a system seller, it proves the game sold more on Xbox at launch on NPD. Providing sales of the actual 360 in comparison to the PS3 during the launch of Skyrim, in addition to the prior month's sales to see if there was a significant boost to the 360's sales in relation to the PS3's sales would do more to prove that point, however.
Every major multi-platform game is a 'system seller', but he specifically called Skyrim an Xbox 360 system seller because the game sold more on the 360. By that logic, every multiplatform game on the PS5/XSX is a PS5 system seller because they sell more on PS5.
No one said Fortnite isn't a system seller. But with it being available on every platform I would not specifically say "Fortnite is a PS4 system seller," which is what he did. I would just say Fortnite is a system seller, because it can sell Xboxes and Switches too.
Ok so my point that you quoted stands: Every multiplatform game on PS5 and XSX is a PS5 system seller because the PS5 version is going to get the bulk on the sales.
OP
OP
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- #150
It's impossible to determine how many consoles Skyrim sold at launch as it came out the same week as MW3.
360 NPD October 2011: 393K
360 NPD November 2011: 1688K
PS3 NPD October 2011: 245K
PS3 NPD November 2011: 894K
360 NPD October 2011: 393K
360 NPD November 2011: 1688K
PS3 NPD October 2011: 245K
PS3 NPD November 2011: 894K
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