Looked that way early on
In the end it looks like its maybe flat or slightly down on BF week. Early weeks of the month were down YoY due to COD launching in October.
Cyber Monday if it doesn't move a lot of consoles could have PS4 down YoY
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NPD Oct 2018: COD: BO4 and RDR2 top the charts, PS4 best selling hardware
- Thread starter ZhugeEX
- Start date
Looked that way early on
In the end it looks like its maybe flat or slightly down on BF week. Early weeks of the month were down YoY due to COD launching in October.
Cyber Monday if it doesn't move a lot of consoles could have PS4 down YoY
So that would definitely mean the first couple weeks were worse than last year, assuming you aren't adjusting your previous reports that the Black Friday stock was higher?
Interesting! So we may be looking at Switch coming close. Wonder if we will see a Switch revenue win and a PS4 unit win?
Edit: just saw the clarification. Thanks for the details as always Benji!
I'm very curious about Switch demographic data as well. I have a feeling that Pokémon is acting as a catalyst to spur growth from female and younger gamers.
if it's not, I hope we don't get 10 pages of dumbos attacking insiders, as is the norm
Well i guess that is all they were willing to lose on BF deals .
Cause demand sure was not a problem lol .
So just like last year .
To be fair Sony made a mess introducing Slim revision that year. First by starving the market to clear the channel and then by not producing slim fast enough until 2005(which did lead to an all time January record, when supply finally caught up).
Xbox would likely still win Halo month, but probably not 5.
I mean that's a pretty safe bet. It's pokemon, so it's a known quantity of the audience it brings.
the big drivers of the female audience seem to be AC, Pkmn, Kart, FE, etc
It's a pretty safe bet but it would still be interesting to get some data or even just anecdotal evidence that this is happening and to what extent.
Is it possible there was more stock for the $199 BF Spidey bundle but last year when the deal ran out consumers just "settled" for $249 deals and this year they simply didn't pick up a PS4 once the Spidey bundle was out of stock?
I'll get attacked when NPD releases no matter what outcomes happen. Luckily I'm used to it by now.
Fortunately there are far more good and positive posters than negative fanboys
Damn, really sucks the Sony didn't ship enough PS4s to beat last year's November then. It would have been amazing.
Well most of us appreciate all the insight you, and others, provide. The conversations would be far less interesting without you in here. I'm sure if anyone attacks you the mods will quickly take care of it.
There was no 249 dollars deal last year in November IIRC. According to Benji November could be down because Cod launched in October despite a similar stock for Spidey bundle ( compared to last year 199 bundle ).
oh yeah, actual data would be cool. Nintendo seems to randomly release demo info every few years or so
"Round Too Many"
So my main take away in regards to PS4 performance?
Sony hasn't really changed their mind much in regards to how man PS4s they are willing to sell at the $199 price point from last year.
In other words I would not expect a permanent cut to $199 anytime on the near horizon
Sony hasn't really changed their mind much in regards to how man PS4s they are willing to sell at the $199 price point from last year.
In other words I would not expect a permanent cut to $199 anytime on the near horizon
I really appreciate all your hints :) one quick question: what was the Smash situation in last few days? is it still piling up preorders?
Is the PS4 likely to have a decent bundle in December? Based on their FY forecast I didn't expect them to be so aggressive in November but we all saw how that turned out. Curious what they have in stall for us in December.
Having you around makes sales age far more interesting. We actually get an insight on an ongoing basis during the month instead of having to wait for the NPD release each month. Hopefully the negativity isn't so prevalent this month.
Having you around makes sales age far more interesting. We actually get an insight on an ongoing basis during the month instead of having to wait for the NPD release each month. Hopefully the negativity isn't so prevalent this month.
<3 Seriously, thank you for being you.
I'm still surprised that Sony still can't go a holiday without shorting out even 5 years into the life of a system. Why can't they seem to supply enough? If the Wii could supply like 2-3 million in a month, why can't Sony for such a popular console so late in its life?
Also another quick question I had: how does this November seem to be comparing (in terms of total hardware sales between all manufacturers) to the most popular Novembers in NPD records?
Well you never know. Cyber Monday is a huge shopping day and wasnt tracked in NPD last year. I wouldn't say 2 million dream is dead yet.
I do however, given the data I currently have, find it very unlikely.
Such a shame, PS4 is going to be demolished in December by the competition. 249 next to a 200 Xbox and 299+50 gift card switch is terrible.
I can understand why that would be the case but I selfishly want them to do it just to see how high sales would go. I'm assuming the continued strength of PS4 sales without heavy discounts would have to play a role in that decision.
The PS4 going without another price cut (and still outselling the competition) until the PS5 would be insane. At some point the market will force them to drop the price, I think
I doubt that PS4 manufacturing supply is the issue, Sony just doesn't want to sell more than a fixed amount of $199 bundles.
I was asking if consumers may have continued to pick up the PS4 once the $199 bundle was out of stock last year but this year they were more price conscious due to the console being another year older. Looks like it was mostly due to the CoD release though, which would help explain the big October.
Goddamn it. 2 million could be easily achieved if Sony was willing to ship it.
The demand for a $199 Black Friday PS4 is unreal.
The demand for a $199 Black Friday PS4 is unreal.
5th year in and PS4 is still selling out, damn
It's (probably) dead (ish) Jim
The PS4 doesn't have supply problems. The specific $199 bundle has supply problems. The difference is that the wii was selling that amount at the full price. Sony is producing enough consoles they've just decided they want to limit the amount of cheap bundles they're willing to sell. It just so happens that the demand for that price point is absolutely massive which means the limited bundles become REALLY limited.
That's a decent bundle but it seems likely that the PS4 would end up down YoY unless there is a better one.
overboard? they are realistic expectations if supply wasn't a problem.
Make sense .
They already raise there forecast twice and PS4 is still selling well at $300 during the other months .
Make for less hype but better profit for Sony .
Still i wonder how much they lose on the $199 bundle .
I don't understand the people upset Sony didn't ship more.
Why undercut the console that sells fine as it is at $299 more than you have to. Just to get a meaningless record?
The $199 is a great limited time value and great to generate hype for the system but definitely doesn't need to extend past what it did. It's like asking why Nintendo doesn't cut the price of Switch.
Why undercut the console that sells fine as it is at $299 more than you have to. Just to get a meaningless record?
The $199 is a great limited time value and great to generate hype for the system but definitely doesn't need to extend past what it did. It's like asking why Nintendo doesn't cut the price of Switch.
Surely they must be considering going to that price point permanently or at least extending it during the holiday season. The potential is there to rapidly expand their user base.
Having said that I do understand weighing up the loss of revenue and changing consumer expectations towards expecting cheaper prices. Will be fun to see how things play out.
Yeah, 1 year later and it seems that the $199 price point is still losing a bit too much money for their liking. Of course, it also has to do with how well the PS4 sells at $299 too. If you're going to sell a ton of units regardless of price, why not get the extra money from the $299 price point instead?
People enjoy the hype and record etc etc.
Truth is at this point Sony has not need to fight for market share over profit .
There already way ahead WW and in USA have a okay lead .
They dont need to though. The PS4 continues to sell amazing without a price cut.
They dont really need to rapidly expand their userbase as its going to grow regardless. Better to continue to get as much profit as possible out of the PS4 in the final 2 years before PS5 release
How do you know that Sony is losing money at 199? PS4 has been 299 since October 2016 and i find hard to believe that they were losing money in the first place at that price. Maybe and just maybe PS4 is not 199 because they are still meeting and sometimes exceeding their profits / units forecast at 299.
Just as I thought. Feels like Sony hasn't gone truly beast mode for a Black Friday yet from a shipment and a meeting demand standpoint. But as always, thanks for your input benji. We always value it and appreciate it.
That certainly makes sense. Lowering the price would always lead to more sales. The arguments were making for a $199 price point would be just as valid as a drop to $99 or $0. At some point you've got to balance revenue versus user base and Sony has found a good mix.
I just think in the modern day where Sony and MS are working so much harder to lock users down to their ecosystem the more people you get on board before next gen the better. Also with all the extra revenue avenues (like the huge revenue from online subscriptions and massive SW attach rate and digital sales) it seems like Somy should be in a better position than ever to be aggressive on price and be able to recoup that money.
Having said that I'm mostly speaking from a selfish place wanting to see some sales records broken and that's not really realistic :p.
So seems like Sony had a set number of Spider Man bundles ready, sold what they needed and hoped people would buy the Pro model if they missed out is what I'm gathering.
Which seems fine to me, they're still doing incredible numbers. Records are cool but who knows how much they're profiting when offering the system at such a low price point.
Which seems fine to me, they're still doing incredible numbers. Records are cool but who knows how much they're profiting when offering the system at such a low price point.
Yeah they probably arent losing money at $199. Or if so it would be barely.
The main reason they arent willing to drop price permanently or ship a larger number of $199 units for BF is simply because the PS4 will sell regardless. Might as well pocket as much profit as possible
Yeah I'm really disappointed. Not sure if Sony underestimating the demands or what.
Really wanted to see them break their last year numbers by far.
The thing is people that buy the system cheap or later may not be into subscriptions services or buy many games \DLC .
Locking someone into ecosystem that buy the system years later could be worth less with the data they have .
They will just try to get them back late into next gen with a cheap price again .
I don't really understand why Sony would go for a $199 deal if they're going to make it very limited due to them still wanting to maximise profits from hardware. Surely in that case the strategy would be to do a smaller discount, say a $249 Spidey bundle and since PS4 demand is so high that would still sell very well, and then ship more so that this demand is fully met?
Obviously you can't say for sure, but that would probably work out better since Sony makes more money off each sale, and everyone who wants to buy a PS4 would get to buy it as it wouldn't be sold out so quickly. And perhaps they'd end up selling outright more consoles if demand was high enough. Sure they might be wanting to test the $199 waters, but they did that last year. I'm no expert and I'm probably missing something, but if I was in Sony's position that's what I'd have done.
Obviously you can't say for sure, but that would probably work out better since Sony makes more money off each sale, and everyone who wants to buy a PS4 would get to buy it as it wouldn't be sold out so quickly. And perhaps they'd end up selling outright more consoles if demand was high enough. Sure they might be wanting to test the $199 waters, but they did that last year. I'm no expert and I'm probably missing something, but if I was in Sony's position that's what I'd have done.